@taxdao/fintax-mcp 0.2.0

package/dist/tools/extended/automation-tools.js

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+import { FinTaxError } from '../../errors/fintax-error.js';
+import { sourceTypesUpstreamSchema } from '../../capabilities/definitions/extended-operation-contracts.js';
+import { createAutoFlowJobId } from '../../policies/job-reference.js';
+import { hashOperationValue } from '../../policies/operation-plan.js';
+import { executePlannedInputSchema, operationPlanOutputSchema, prepareAccountingEventCollectionInputSchema, prepareAccountingFlowRunInputSchema, queryAccountingEventsInputSchema, } from '../../schemas/domains/extended-operations.js';
+import { operationResultSchemas } from '../../schemas/domains/extended-operation-results.js';
+import { queryAccountingEventsOutputSchema } from '../../schemas/domains/extended-query-results.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+import { asRecord, executePlannedOperation, issueOperationPlan, planSummary, querySummary, requiredUpstreamArray, resultSummary, } from './tool-support.js';
+import { accountingEventsQueryOutput } from './query-output.js';
+const readAnnotations = {
+    readOnlyHint: true,
+    destructiveHint: false,
+    idempotentHint: true,
+    openWorldHint: false,
+};
+const writeAnnotations = {
+    readOnlyHint: false,
+    destructiveHint: false,
+    idempotentHint: false,
+    openWorldHint: false,
+};
+function sourceTypes(raw) {
+    return sourceTypesUpstreamSchema.parse(raw).source_types;
+}
+function eventCollectionSnapshot(sourceType, hasEnabledChain, sourceIds) {
+    return {
+        source_type: sourceType,
+        has_enabled_chain: hasEnabledChain,
+        source_ids: [...sourceIds],
+    };
+}
+function accountingFlowSnapshot(raw) {
+    const value = asRecord(raw);
+    const flow = asRecord(value.flow);
+    const steps = requiredUpstreamArray(value.steps).map(asRecord);
+    const loops = requiredUpstreamArray(value.loops).map(asRecord);
+    return {
+        flow: {
+            id: flow.id,
+            org_id: flow.org_id,
+            current_step: flow.current_step,
+            loop_status: flow.loop_status,
+            loop_count: flow.loop_count,
+            event_collect_mode: flow.event_collect_mode,
+            fifo_mode: flow.fifo_mode,
+        },
+        loop_seq: value.loop_seq,
+        steps: steps.map((step) => ({
+            id: step.id,
+            loop_seq: step.loop_seq,
+            step_code: step.step_code,
+            step_order: step.step_order,
+            status: step.status,
+            input_count: step.input_count,
+            output_count: step.output_count,
+            error_count: step.error_count,
+        })),
+        loops: loops.map((loop) => ({
+            loop_seq: loop.loop_seq,
+            loop_status: loop.loop_status,
+            loop_end_time: loop.loop_end_time ?? null,
+        })),
+    };
+}
+function eventCollectionResult(value) {
+    const record = asRecord(value);
+    const result = asRecord(record.result);
+    const failed = requiredUpstreamArray(record.failed);
+    const degraded = requiredUpstreamArray(record.degraded);
+    return {
+        result: {
+            input_tx_count: result.input_tx_count,
+            output_event_count: result.output_event_count,
+        },
+        success_count: record.success_count,
+        failed_count: record.failed_count,
+        deleted_event_count: record.deleted_event_count,
+        failed: failed.map((item) => ({ source_id: asRecord(item).source_id })),
+        degraded: degraded.map((item) => ({
+            source_id: asRecord(item).source_id,
+        })),
+    };
+}
+function accountingFlowResult(value) {
+    const record = asRecord(value);
+    return {
+        flow_id: record.flow_id,
+        loop_seq: record.loop_seq,
+        loop_status: record.loop_status,
+        current_step: record.current_step,
+        fifo_covered_until: record.fifo_covered_until ?? null,
+    };
+}
+export const queryAccountingEventsTool = {
+    name: 'query_accounting_events',
+    title: 'Query Accounting Events',
+    description: 'Query accounting-event lists, source lines for a specified event, or conflict-check results for a period range. This Tool is read-only and does not trigger collection, automatic posting, or workflow execution. List periods use YYYY-MM.',
+    risk: 'R0',
+    exposurePack: 'automation',
+    capabilityIds: [
+        'suite.rul.events.list',
+        'suite.rul.events.lines',
+        'suite.rul.events.check',
+    ],
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(queryAccountingEventsInputSchema),
+    inputSchema: queryAccountingEventsInputSchema,
+    outputSchema: queryAccountingEventsOutputSchema,
+    annotations: readAnnotations,
+    async execute(rawInput, context) {
+        const input = queryAccountingEventsInputSchema.parse(rawInput);
+        if (input.view === 'lines') {
+            const raw = await context.callCapability('suite.rul.events.lines', { event_id: input.event_id }, input.context.org_id);
+            return accountingEventsQueryOutput({
+                view: input.view,
+                raw,
+                context,
+                capabilityId: 'suite.rul.events.lines',
+            });
+        }
+        if (input.view === 'check') {
+            const raw = await context.callCapability('suite.rul.events.check', {
+                query: {
+                    ledger_id: input.ledger_id,
+                    org_id: input.context.org_id,
+                    period_from: input.period_from,
+                    period_to: input.period_to,
+                },
+            }, input.context.org_id);
+            return accountingEventsQueryOutput({
+                view: input.view,
+                raw,
+                context,
+                capabilityId: 'suite.rul.events.check',
+            });
+        }
+        const raw = await context.callCapability('suite.rul.events.list', {
+            query: {
+                ledger_id: input.filters.ledger_id,
+                period_from: input.filters.period_from,
+                period_to: input.filters.period_to,
+                event_type: input.filters.event_type,
+                search: input.filters.keyword,
+                page: input.page,
+                page_size: input.page_size,
+            },
+        }, input.context.org_id);
+        return accountingEventsQueryOutput({
+            view: input.view,
+            raw,
+            context,
+            capabilityId: 'suite.rul.events.list',
+        });
+    },
+    summarize: querySummary,
+};
+export const prepareAccountingEventCollectionTool = {
+    name: 'prepare_accounting_event_collection',
+    title: 'Prepare Accounting Event Collection',
+    description: 'Verify that the source type is registered and enabled, then bind 1 to 1000 explicit source IDs and an optional strategy scope into a single-use collection plan without creating events. There is no per-ID dry run; the summary represents only the confirmed call scope.',
+    risk: 'R0',
+    exposurePack: 'automation',
+    capabilityIds: ['suite.rul.events.source_types'],
+    fileAccess: 'none',
+    inputSchema: prepareAccountingEventCollectionInputSchema,
+    outputSchema: operationPlanOutputSchema,
+    annotations: readAnnotations,
+    async execute(rawInput, context) {
+        const input = prepareAccountingEventCollectionInputSchema.parse(rawInput);
+        const preflight = await context.callCapability('suite.rul.events.source_types', {}, input.context.org_id);
+        const selected = sourceTypes(preflight).find((item) => item.source_type === input.source_type);
+        if (selected === undefined) {
+            throw new FinTaxError('VALIDATION_FAILED', 'The source type is not registered and cannot be collected into accounting events');
+        }
+        if (selected.has_enabled_chain !== true) {
+            throw new FinTaxError('CONFLICT', 'The source type has no enabled strategy chain and cannot be collected into accounting events');
+        }
+        return issueOperationPlan({
+            context,
+            executeTool: 'execute_accounting_event_collection',
+            targetType: 'accounting_event_collection',
+            targetIds: input.source_ids,
+            targetVersions: [],
+            orgId: input.context.org_id,
+            parameters: input,
+            preview: eventCollectionSnapshot(selected.source_type, selected.has_enabled_chain, input.source_ids),
+            operation: 'rul.events.sourceTypes',
+            privatePayload: {
+                body: {
+                    org_id: input.context.org_id,
+                    source_type: input.source_type,
+                    source_ids: input.source_ids,
+                    strategy_keys: input.strategy_keys,
+                },
+            },
+        });
+    },
+    summarize: planSummary,
+};
+export const executeAccountingEventCollectionTool = {
+    name: 'execute_accounting_event_collection',
+    title: 'Execute Accounting Event Collection',
+    description: 'Consume a user-confirmed plan issued by prepare_accounting_event_collection and create or rebuild accounting events for explicit source IDs. Returns per-batch result summaries and does not start full-period collection.',
+    risk: 'R2',
+    exposurePack: 'automation',
+    capabilityIds: [
+        'suite.rul.events.source_types',
+        'suite.rul.events.collect_by_ids',
+    ],
+    fileAccess: 'none',
+    inputSchema: executePlannedInputSchema,
+    outputSchema: operationResultSchemas.execute_accounting_event_collection,
+    annotations: writeAnnotations,
+    async execute(rawInput, context) {
+        const input = executePlannedInputSchema.parse(rawInput);
+        return executePlannedOperation({
+            toolName: 'execute_accounting_event_collection',
+            operationPlanId: input.operation_plan_id,
+            confirmationToken: input.confirmation_token,
+            idempotencyKey: input.idempotency_key,
+            orgId: input.context.org_id,
+            capabilityId: 'suite.rul.events.collect_by_ids',
+            context,
+            sourceOperation: 'rul.events.collectByIds',
+            targetType: 'accounting_event_collection',
+            outputSchema: operationResultSchemas.execute_accounting_event_collection,
+            projectResult: eventCollectionResult,
+            validatePlan: async (binding) => {
+                const body = asRecord(binding.payload?.body);
+                const sourceType = body.source_type;
+                const sourceIds = body.source_ids;
+                if (typeof sourceType !== 'string' ||
+                    !Array.isArray(sourceIds) ||
+                    !sourceIds.every((sourceId) => typeof sourceId === 'string')) {
+                    throw new FinTaxError('CONFIRMATION_REQUIRED', 'The event-collection plan is incomplete; run the preparation step again');
+                }
+                const preflight = await context.callCapability('suite.rul.events.source_types', {}, input.context.org_id);
+                const selected = sourceTypes(preflight).find((item) => item.source_type === sourceType);
+                if (selected === undefined ||
+                    selected.has_enabled_chain !== true ||
+                    hashOperationValue(eventCollectionSnapshot(selected.source_type, selected.has_enabled_chain, sourceIds)) !== binding.preview_hash) {
+                    throw new FinTaxError('CONFIRMATION_REQUIRED', 'The event source type or strategy chain changed; run the preparation step again');
+                }
+            },
+            buildCapabilityInput: (binding) => binding.payload ?? {},
+        });
+    },
+    summarize: resultSummary,
+};
+export const prepareAccountingFlowRunTool = {
+    name: 'prepare_accounting_flow_run',
+    title: 'Prepare Accounting Flow Run',
+    description: 'Read the current steps, loop state, and recent run log for an explicit flow_id and create a single-use run plan without executing the flow. Call execute_accounting_flow only after confirming the complete state snapshot.',
+    risk: 'R0',
+    exposurePack: 'automation',
+    capabilityIds: ['suite.rul.auto_flow.detail'],
+    fileAccess: 'none',
+    inputSchema: prepareAccountingFlowRunInputSchema,
+    outputSchema: operationPlanOutputSchema,
+    annotations: readAnnotations,
+    async execute(rawInput, context) {
+        const input = prepareAccountingFlowRunInputSchema.parse(rawInput);
+        const rawSnapshot = await context.callCapability('suite.rul.auto_flow.detail', { flow_id: input.flow_id }, input.context.org_id);
+        const snapshot = accountingFlowSnapshot(rawSnapshot);
+        return issueOperationPlan({
+            context,
+            executeTool: 'execute_accounting_flow',
+            targetType: 'accounting_flow',
+            targetIds: [input.flow_id],
+            targetVersions: [],
+            orgId: input.context.org_id,
+            parameters: input,
+            preview: snapshot,
+            operation: 'rul.auto_flow.detail',
+            privatePayload: { flow_id: input.flow_id },
+        });
+    },
+    summarize: planSummary,
+};
+export const executeAccountingFlowTool = {
+    name: 'execute_accounting_flow',
+    title: 'Execute Accounting Flow',
+    description: 'Consume a user-confirmed plan issued by prepare_accounting_flow_run and run only its bound flow_id. The state snapshot is checked for changes before execution. A successful call returns a job reference that can be queried with get_job_status.',
+    risk: 'R3',
+    exposurePack: 'automation',
+    capabilityIds: ['suite.rul.auto_flow.detail', 'suite.rul.auto_flow.run'],
+    fileAccess: 'none',
+    inputSchema: executePlannedInputSchema,
+    outputSchema: operationResultSchemas.execute_accounting_flow,
+    annotations: writeAnnotations,
+    async execute(rawInput, context) {
+        const input = executePlannedInputSchema.parse(rawInput);
+        const binding = context.operationPlans.inspect(input.operation_plan_id, input.confirmation_token, 'execute_accounting_flow');
+        return context.withResourceLock(`accounting-flow:${binding.subject_id}`, () => executePlannedOperation({
+            toolName: 'execute_accounting_flow',
+            operationPlanId: input.operation_plan_id,
+            confirmationToken: input.confirmation_token,
+            idempotencyKey: input.idempotency_key,
+            orgId: input.context.org_id,
+            capabilityId: 'suite.rul.auto_flow.run',
+            context,
+            sourceOperation: 'rul.auto_flow.runLoop',
+            targetType: 'accounting_flow',
+            outputSchema: operationResultSchemas.execute_accounting_flow,
+            projectResult: accountingFlowResult,
+            validatePlan: async (plan) => {
+                const current = await context.callCapability('suite.rul.auto_flow.detail', { flow_id: plan.payload?.flow_id }, input.context.org_id);
+                if (hashOperationValue(accountingFlowSnapshot(current)) !==
+                    plan.preview_hash) {
+                    throw new FinTaxError('CONFIRMATION_REQUIRED', 'The accounting-flow state changed; run the preparation step again');
+                }
+            },
+            buildCapabilityInput: (plan) => ({ flow_id: plan.payload?.flow_id }),
+            buildJobId: (raw, plan) => {
+                const loopSeq = asRecord(raw).loop_seq;
+                if (typeof loopSeq !== 'number' || !Number.isInteger(loopSeq)) {
+                    throw new FinTaxError('UPSTREAM_UNAVAILABLE', 'FinTax did not return a valid accounting-flow job sequence, so the run state cannot be confirmed');
+                }
+                return createAutoFlowJobId(plan.subject_id, loopSeq);
+            },
+        }));
+    },
+    summarize: resultSummary,
+};
+export const automationTools = [
+    queryAccountingEventsTool,
+    prepareAccountingEventCollectionTool,
+    executeAccountingEventCollectionTool,
+    prepareAccountingFlowRunTool,
+    executeAccountingFlowTool,
+];
+//# sourceMappingURL=automation-tools.js.map

package/dist/tools/extended/automation-tools.js.map

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package/dist/tools/extended/configuration-tools.d.ts

@@ -0,0 +1,14 @@
+import type { ToolDefinition } from '../tool-definition.js';
+export declare const queryMappingConfigTool: ToolDefinition;
+export declare const saveMappingConfigTool: ToolDefinition;
+export declare const queryAccountingRulesTool: ToolDefinition;
+export declare const saveAccountingRuleTool: ToolDefinition;
+export declare const queryAllocationTool: ToolDefinition;
+export declare const saveAllocationConfigTool: ToolDefinition;
+export declare const previewAllocationTool: ToolDefinition;
+export declare const executeAllocationTool: ToolDefinition;
+export declare const savePnlConfigTool: ToolDefinition;
+export declare const runPnlCalculationTool: ToolDefinition;
+export declare const saveGeneratorConfigTool: ToolDefinition;
+export declare const runGeneratorTool: ToolDefinition;
+export declare const configurationTools: readonly ToolDefinition[];