lambda-erp 0.1.42__tar.gz → 0.1.44__tar.gz

{lambda_erp-0.1.42 → lambda_erp-0.1.44}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: lambda-erp
-Version: 0.1.42
+Version: 0.1.44
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: MIT

{lambda_erp-0.1.42 → lambda_erp-0.1.44}/api/chat.py

@@ -622,7 +622,7 @@ TOOLS = [
                 "Every record's id is `name`. Customer/Supplier/Item/Warehouse auto-generate it (CUST-/SUPP-/ITEM-/WH-NNN) when omitted; Company/Account/Cost Center have NO auto-id, so `name` is required for them.\n\n"
                 "**Customer fields:** name (optional custom id; auto CUST-NNN), customer_name (required), customer_group, territory, default_currency, credit_limit, email, phone, address, city, zip_code, country, tax_id, contact_person (named contact at the customer), contact_email, contact_phone.\n"
                 "**Supplier fields:** name (optional custom id; auto SUPP-NNN), supplier_name (required), supplier_group, default_currency, email, phone, address, city, zip_code, country, tax_id.\n"
-                "**Item fields:** item_code (the unique item code/id, e.g. \"SVC-SPARK\" — optional, may use ANY prefix, not just ITEM; auto-generated as ITEM-NNN if omitted), item_name (required, the human-readable name), item_group, stock_uom, standard_rate, is_stock_item, default_warehouse, description.\n"
+                "**Item fields:** item_code (the unique item code/id, e.g. \"SVC-SPARK\" — optional, may use ANY prefix, not just ITEM; auto-generated as ITEM-NNN if omitted), item_name (required, the human-readable name), item_group, stock_uom (prefer one of the units listed under 'Item Units' in the system context — exact spelling; a new unit is allowed when none fits), standard_rate, is_stock_item, default_warehouse, description.\n"
                 "**Warehouse fields:** name (optional custom id; auto WH-NNN), warehouse_name (required), company, parent_warehouse (omit or null when not needed), address, city, zip_code, country.\n"
                 "**Company fields:** name (the company id — optional, defaults to company_name), company_name (required), default_currency, email, phone, address, city, zip_code, country, tax_id.\n"
                 "**Account fields:** name (REQUIRED — full account id, conventionally \"<account_name> - <company abbr>\", e.g. \"Marketing Expenses - LAMB\"), account_name (required), company (required), root_type (Asset/Liability/Equity/Income/Expense), report_type (\"Balance Sheet\" or \"Profit and Loss\"), account_type (e.g. Receivable, Payable, Bank, Cash, Stock, Tax), parent_account, account_currency, is_group (0/1).\n"
@@ -1623,11 +1623,37 @@ def _prompt_analytics_context() -> str:
     )
 
 
+def _prompt_uom_context() -> str:
+    """Dynamic list of the item units (stock_uom) currently in use.
+
+    The unit list is NOT a fixed vocabulary — users add new units simply by
+    using them — so the guidance is rebuilt from the Item table on every turn
+    rather than hardcoded. Nudging the agent toward existing spellings keeps
+    items consistent (and matching the GUI's dropdown), while still allowing a
+    genuinely new unit when none fits.
+    """
+    try:
+        rows = get_db().get_all("Item", fields=["stock_uom"], limit=1000)
+    except Exception:
+        return ""
+    uoms = sorted({(row.get("stock_uom") or "").strip() for row in rows} - {""})
+    if not uoms:
+        return ""
+    return (
+        "## Item Units (stock_uom)\n"
+        f"Units currently in use in this ERP: {', '.join(uoms)}.\n"
+        "When creating or editing items, PREFER one of these exact spellings so "
+        "items stay consistent. A new unit is allowed when none of them fits — "
+        "use a short singular noun (e.g. \"Stück\", \"Bottle\", \"Hour\").\n"
+    )
+
+
 def build_system_prompt(user_info: dict | None = None, channel: str = "web"):
     user_name = user_info.get("full_name", "User") if user_info else "User"
     user_role = user_info.get("role", "viewer") if user_info else "viewer"
     company_context = _prompt_company_context()
     analytics_context = _prompt_analytics_context()
+    uom_context = _prompt_uom_context()
 
     # Channel-aware link guidance. On the "web" channel the reader is a browser
     # inside the ERP, so web-relative links are clickable. On the "api" channel the
@@ -1697,7 +1723,7 @@ You are speaking with **{user_name}** (role: **{user_role}**).
 
 {company_context}
 {analytics_context}
-
+{uom_context}
 ## User Roles
 Lambda ERP has four roles:
 - **admin**: Full access to everything — documents, masters, reports, company setup, and user management (inviting team members, changing roles).
@@ -1788,6 +1814,13 @@ When you parse a supplier invoice PDF that has both products and a shipping line
 
 If multiple charges stack (freight + VAT on total incl. freight), put freight first as `Actual`, then VAT second as `On Previous Row Total` referencing the freight row's `idx`.
 
+### Adding VAT to a SALES document (quotation / sales order / sales invoice)
+
+"Add 8.1% VAT / MwSt" needs exactly ONE `taxes[]` row — do it directly with update_document:
+- `charge_type`: `"On Net Total"`, `rate`: the percentage (e.g. 8.1), `description`: the label (e.g. "MwSt. 8.1%").
+- `account_head` is OPTIONAL on draft sales documents. If a Tax Payable-like account is already known, use it — but do NOT go hunting for one: if it isn't found in a single lookup, ADD THE ROW WITHOUT `account_head`. Totals still compute (net → tax amount → grand total). NEVER refuse or stall the request because no tax account exists; add the rate-only row and mention the missing account in one sentence.
+- Then verify with one get_document call and report net / tax amount / gross.
+
 ### Returns (Credit Notes / Debit Notes)
 Returns use the SAME document type with negative quantities and `is_return=1`. Create them by "converting" a document to a return of the same type.
 
@@ -2260,12 +2293,16 @@ async def generate_title(
 # Reasoning loop
 # ---------------------------------------------------------------------------
 
+# The agentic orchestrator model. Function tools on /v1/chat/completions
+# require reasoning_effort="none" for the gpt-5.6 family (400 otherwise).
+ORCHESTRATOR_MODEL = "gpt-5.6-terra"
+
 
 async def run_thinking_loop(
     messages: list[dict],
     on_event,
     session_id: str = None,
-    max_iterations: int = 8,
+    max_iterations: int = 12,
     user_info: dict | None = None,
     client_ip: str | None = None,
 ):
@@ -2368,7 +2405,7 @@ async def run_thinking_loop(
         # on ANY exit path — including asyncio.CancelledError raised after
         # the SDK call has already returned but before settle() ran.
         settled = False
-        model_name = "gpt-5.6-terra"
+        model_name = ORCHESTRATOR_MODEL
         try:
             print(f"[chat_llm] provider=openai model={model_name} session_id={session_id or '-'} iter={iteration + 1}", flush=True)
             await on_event({"type": "llm_provider", "provider": "openai", "model": model_name})
@@ -2514,7 +2551,36 @@ async def run_thinking_loop(
                 ],
             })
 
+    # Step cap reached. The canned "check the results above" is a dead end on the
+    # API channel — the REST surface returns only this final text, so there is no
+    # "above" for a headless orchestrator. Ask the model for ONE tool-free wrap-up
+    # that states concretely what was and wasn't changed, so the caller can react.
+    # Demo visitors keep the canned text (no spend outside the per-iteration
+    # reservations); any failure falls back to the canned text.
     content = "I've reached the maximum number of reasoning steps. Here's what I've done so far — please check the results above."
+    if not demo_mode:
+        try:
+            wrap = await asyncio.to_thread(
+                openai_client.chat.completions.create,
+                model=ORCHESTRATOR_MODEL,
+                messages=messages + [{
+                    "role": "user",
+                    "content": (
+                        "You hit the step limit before finishing. In the user's language, state "
+                        "concretely: (1) what you changed (which documents/records, with amounts), "
+                        "(2) what you did NOT get done and why, (3) the current state of the affected "
+                        "record(s) as far as you know it. Be specific — names and numbers. This text "
+                        "stands alone: do NOT refer to 'the results above' or to earlier messages."
+                    ),
+                }],
+                max_completion_tokens=600,
+                reasoning_effort="none",
+            )
+            wrap_text = (wrap.choices[0].message.content or "").strip()
+            if wrap_text:
+                content = wrap_text
+        except Exception:
+            pass
     messages.append({"role": "assistant", "content": content})
     await on_event({"type": "complete", "content": content})
 

{lambda_erp-0.1.42 → lambda_erp-0.1.44}/api/routers/chat_api.py

@@ -58,11 +58,23 @@ def _extract_documents(reply: str, request: Request) -> list[dict]:
         if (doctype_slug, name) in seen:
             continue
         seen.add((doctype_slug, name))
-        documents.append({
+        entry = {
             "doctype": doctype_slug,
             "name": name,
             "pdf_url": f"{base}/api/v1/documents/{doctype_slug}/{name}/pdf",
-        })
+        }
+        # Version stamp: a document can change after an earlier turn fetched its
+        # PDF, making that attachment stale. `modified` lets the caller tell v1
+        # from v2 (e.g. timestamped attachment filenames) and reason about which
+        # is current. Best-effort — a vanished doc still gets its pdf_url.
+        try:
+            doc = load_document(doctype_slug, name)
+            modified = doc.get("modified") if isinstance(doc, dict) else None
+            if modified:
+                entry["modified"] = str(modified)
+        except Exception:
+            pass
+        documents.append(entry)
     return documents
 
 

{lambda_erp-0.1.42 → lambda_erp-0.1.44}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "lambda-erp"
-version = "0.1.42"
+version = "0.1.44"
 description = "Core ERP logic - accounting, sales, purchasing, inventory"
 readme = "README.md"
 license = "MIT"