@resolveio/server-lib 22.0.19 → 22.0.21

package/methods/ai-terminal.js

@@ -498,6 +498,7 @@ var AI_ASSISTANT_SYSTEM_PROMPT = [
     '- For invoice data, set permissionView to an invoice-capable route (ex: /invoice/list).',
     '- Do not use /report/* routes as permissionView for data directives; use a module route that matches the collection.',
     '- For revenue/sales/billing questions, use invoices and sum paid_total (fallback to grand_total) with date_paid and Paid/Closed status when available.',
+    '- For blend ticket summaries, use product = blend_name (fallback chemical), total volume = chemical_recipe_quantity, and unit = lb when blend_in_pounds is true otherwise gal.',
     '- For revenue answers, always state the metric/date basis used (paid_total/date_paid vs grand_total/date_invoice). If tool verification warns about ambiguity or partial months, call that out before totals.',
     '- For time-based "last/past N" breakdowns, use full completed calendar-period windows in UTC aligned to the requested grain (day/week/month/quarter/year) by default, and present concrete start/end dates.',
     '- For relative date ranges (last/past/recent), include an upper bound <= $$NOW unless the user specifies a future end date.',
@@ -3151,7 +3152,7 @@ function executeAiAssistantMongoAggregate(payload, context) {
 }
 function verifyAssistantAggregateReliability(params) {
     return __awaiter(this, void 0, void 0, function () {
-        var collection, collectionBase, monthKey, amountKey, baseMap, groupIndex, groupPaths, dateField, mergedMatch, dateFieldsInMatch, baseMatchNoDate, primaryDateCondition, verifyPipeline, verifyDocs, _a, verifyMap, comparedMonths, paidCloserCount, grandCloserCount, sumPaidDiffPct, sumGrandDiffPct, maxPaidDiffPct, maxGrandDiffPct, sumPaidGrandGapPct, highVarianceMonths, checks, warnings, avgPaidDiffPct, avgGrandDiffPct, avgPaidGrandGapPct, baselineMetric, rollingWindow, fullMonthWindow, rollingWindowBounds, fullMonthWindowBounds, verificationWindow, rollingStart, rollingEnd, fullMonthStart, fullMonthEndExclusive, fullMonthStart, fullMonthEndExclusive, fullMonthEndInclusiveDate, fullMonthEnd, normalizedMetric, bounds, fullMonthMatch, fullMonthDocs, fullMonthMap, fullMonthDiff, _b, alternateDateField, alternateDateCondition, bounds, bounds, alternateMatch, alternateDocs, alternateMap, alternateDiff, _c;
+        var collection, collectionBase, monthKey, amountKey, baseMap, groupIndex, groupPaths, dateField, mergedMatch, dateFieldsInMatch, baseMatchNoDate, primaryDateCondition, verifyPipeline, verifyDocs, _a, verifyMap, comparedMonths, paidCloserCount, grandCloserCount, sumPaidDiffPct, sumGrandDiffPct, maxPaidDiffPct, maxGrandDiffPct, sumPaidGrandGapPct, highVarianceMonths, checks, warnings, avgPaidDiffPct, avgGrandDiffPct, avgPaidGrandGapPct, usesPaidGrandFallbackMetric, baselineMetric, rollingWindow, fullMonthWindow, rollingWindowBounds, fullMonthWindowBounds, verificationWindow, rollingStart, rollingEnd, fullMonthStart, fullMonthEndExclusive, fullMonthStart, fullMonthEndExclusive, fullMonthEndInclusiveDate, fullMonthEnd, normalizedMetric, bounds, fullMonthMatch, fullMonthDocs, fullMonthMap, fullMonthDiff, _b, alternateDateField, alternateDateCondition, bounds, bounds, alternateMatch, alternateDocs, alternateMap, alternateDiff, _c;
         var _d, _e;
         var _f;
         return __generator(this, function (_g) {
@@ -3252,6 +3253,7 @@ function verifyAssistantAggregateReliability(params) {
                     avgPaidDiffPct = comparedMonths ? (sumPaidDiffPct / comparedMonths) : 0;
                     avgGrandDiffPct = comparedMonths ? (sumGrandDiffPct / comparedMonths) : 0;
                     avgPaidGrandGapPct = comparedMonths ? (sumPaidGrandGapPct / comparedMonths) : 0;
+                    usesPaidGrandFallbackMetric = hasAssistantPaidGrandFallbackExpr(params.pipeline || []);
                     baselineMetric = 'unknown';
                     if (comparedMonths) {
                         if (paidCloserCount > grandCloserCount) {
@@ -3275,10 +3277,12 @@ function verifyAssistantAggregateReliability(params) {
                     else {
                         checks.push({
                             name: 'Metric alignment',
-                            status: baselineMetric === 'mixed' ? 'warn' : 'pass',
-                            details: "Result aligns most with ".concat(baselineMetric, ".")
+                            status: baselineMetric === 'mixed' && !usesPaidGrandFallbackMetric ? 'warn' : 'pass',
+                            details: baselineMetric === 'mixed' && usesPaidGrandFallbackMetric
+                                ? 'Result uses explicit paid_total fallback grand_total logic.'
+                                : "Result aligns most with ".concat(baselineMetric, ".")
                         });
-                        if (baselineMetric === 'mixed') {
+                        if (baselineMetric === 'mixed' && !usesPaidGrandFallbackMetric) {
                             warnings.push('Revenue appears to mix definitions across months (paid_total vs grand_total).');
                         }
                         checks.push({
@@ -3552,6 +3556,24 @@ function mapAssistantRevenueByMonth(documents, monthKey, valueKey) {
     });
     return mapped;
 }
+function hasAssistantPaidGrandFallbackExpr(value) {
+    if (Array.isArray(value)) {
+        return value.some(function (entry) { return hasAssistantPaidGrandFallbackExpr(entry); });
+    }
+    if (!value || typeof value !== 'object') {
+        return false;
+    }
+    var ifNull = value.$ifNull;
+    if (Array.isArray(ifNull) && ifNull.length >= 2) {
+        var first = normalizeOptionalString(ifNull[0]).replace(/^\$/, '');
+        var second = normalizeOptionalString(ifNull[1]).replace(/^\$/, '');
+        var pair = new Set([first, second]);
+        if (pair.has('paid_total') && pair.has('grand_total')) {
+            return true;
+        }
+    }
+    return Object.keys(value).some(function (key) { return hasAssistantPaidGrandFallbackExpr(value[key]); });
+}
 function mergeAssistantPreGroupMatchStages(pipeline, groupIndex) {
     var matches = [];
     for (var i = 0; i < groupIndex; i += 1) {
@@ -3957,7 +3979,7 @@ function applyAssistantVerificationNotes(value, toolResult) {
         return content || value || '';
     }
     var normalizedLower = String(content || '').toLowerCase();
-    var missing = warnings.filter(function (warning) { return !normalizedLower.includes(String(warning).toLowerCase()); });
+    var missing = warnings.filter(function (warning) { return !hasAssistantEquivalentVerificationWarning(normalizedLower, warning); });
     if (!missing.length) {
         return content || value || '';
     }
@@ -3968,6 +3990,29 @@ function applyAssistantVerificationNotes(value, toolResult) {
     }
     return "".concat(content, "\n\n").concat(noteLines.join('\n')).trim();
 }
+function hasAssistantEquivalentVerificationWarning(contentLower, warning) {
+    var warningLower = normalizeOptionalString(warning).toLowerCase();
+    if (!warningLower) {
+        return false;
+    }
+    if (contentLower.includes(warningLower)) {
+        return true;
+    }
+    if (!warningLower.includes('changes monthly totals by')) {
+        return false;
+    }
+    var pctMatch = warningLower.match(/([0-9]+(?:\.[0-9]+)?)%/);
+    if (!pctMatch) {
+        return false;
+    }
+    if (!/date[_\s-]?paid/.test(warningLower) || !/date[_\s-]?invoice/.test(warningLower)) {
+        return false;
+    }
+    return contentLower.includes('changes monthly totals by')
+        && contentLower.includes("".concat(pctMatch[1], "%"))
+        && /date[_\s-]?paid/.test(contentLower)
+        && /date[_\s-]?invoice/.test(contentLower);
+}
 function applyAssistantDatedReportWindow(value, toolResult) {
     var content = normalizeOptionalString(value);
     var window = resolveAssistantDatedReportWindow(toolResult);
@@ -5805,12 +5850,31 @@ function resolveAssistantNumericValue(value) {
         return value;
     }
     if (typeof value === 'string') {
-        var cleaned = value.replace(/[^0-9.+-]/g, '');
-        if (!cleaned) {
+        var trimmed = value.trim();
+        if (!trimmed) {
+            return null;
+        }
+        var negative = false;
+        var candidate = trimmed;
+        var accountingMatch = candidate.match(/^\((.+)\)$/);
+        if (accountingMatch === null || accountingMatch === void 0 ? void 0 : accountingMatch[1]) {
+            negative = true;
+            candidate = accountingMatch[1].trim();
+        }
+        candidate = candidate.replace(/^\$/, '').replace(/,/g, '');
+        if (!candidate || !/^[+-]?(?:\d+|\d*\.\d+)%?$/.test(candidate) || !/[0-9]/.test(candidate)) {
+            return null;
+        }
+        var normalized = candidate.endsWith('%') ? candidate.slice(0, -1) : candidate;
+        var parsed = Number(normalized);
+        if (!Number.isFinite(parsed)) {
+            return null;
+        }
+        var signed = negative ? -parsed : parsed;
+        if (!Number.isFinite(signed)) {
             return null;
         }
-        var parsed = Number(cleaned);
-        return Number.isFinite(parsed) ? parsed : null;
+        return signed;
     }
     return null;
 }