lambda-erp 1.1.5__tar.gz → 1.1.6__tar.gz

{lambda_erp-1.1.5 → lambda_erp-1.1.6}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: lambda-erp
-Version: 1.1.5
+Version: 1.1.6
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: Apache-2.0

{lambda_erp-1.1.5 → lambda_erp-1.1.6}/api/chat.py

@@ -28,6 +28,7 @@ from openai import OpenAI
 
 from api.time_filters import TIME_FILTER_SCHEMA, time_filter_fields
 from api import services
+from api.erp_context import WORKFLOW_GUIDANCE, get_erp_context
 from api.chat_links import with_record_view_urls
 from api.tool_permissions import tool_allowed, tool_permission_error
 from api.demo_limits import (
@@ -473,6 +474,11 @@ DOCUMENT_SLUGS = [
 MASTER_TYPES = ["customer", "supplier", "item", "warehouse", "account", "company", "cost-center"]
 
 TOOLS = [
+    {"type": "function", "function": {
+        "name": "get_erp_context",
+        "description": "Discover this ERP's live document/master types, relationships, PDF capabilities and workflow guidance. Read this before using an unfamiliar ERP. No LLM is invoked. Use field tools for detailed schemas and tools/list for permitted operations.",
+        "parameters": {"type": "object", "properties": {}, "additionalProperties": False},
+    }},
     {
         "type": "function",
         "function": {
@@ -2244,6 +2250,7 @@ def _handle_apply_company_setup(args):
 
 
 TOOL_HANDLERS = {
+    "get_erp_context": get_erp_context,
     "list_documents": _handle_list_documents,
     "get_document_fields": _handle_get_document_fields,
     "generate_document_pdf": _handle_generate_document_pdf,
@@ -2478,6 +2485,8 @@ If `jurisdiction.is_fallback` is true, tell the user their country isn't localiz
 
     return f"""You are an ERP assistant for Lambda ERP. Today's date is {date.today().isoformat()}.
 
+{WORKFLOW_GUIDANCE}
+
 You help users manage their business by creating documents, looking up data, and running reports — all through natural conversation.
 
 ## Enforced document requirements (generated from backend rule metadata)

lambda_erp-1.1.6/api/erp_context.py

@@ -0,0 +1,61 @@
+"""Shared, deterministic guidance for the native chat and direct ERP clients."""
+
+from api import services
+from api.pdf_profiles import pdf_metadata
+
+
+WORKFLOW_GUIDANCE = """Discover record types and inspect get_document_fields/get_master_fields before
+writes; use their canonical field names, required fields, link targets and PDF requirements.
+Resolve existing records by their returned name; never invent identifiers or silently choose
+between ambiguous matches. Custom document records use document tools, not master tools.
+Create/update, submit, cancel and convert are separate business operations. A successful
+draft creation does not imply submission, stock movement or ledger posting. Check returned
+status and warnings. Correct validation errors using the field metadata and user information.
+Use list/search filters and pagination; an empty or partial search is not proof of zero
+stock. Use query_dataset/get_report for totals and stock, with the requested scope and dates.
+Generate a fresh PDF after edits. Only a successful artifact descriptor proves generation;
+download that artifact, check its SHA-256 and deliver it through the calling application's
+attachment mechanism. Do not invent download URLs or reuse a stale document attachment.
+After a write timeout the outcome is unknown: inspect the affected records before retrying.
+Do not automatically replay the operation through another tool or the chat API.
+"""
+
+
+def get_erp_context(args=None):
+    """No LLM, secrets, session state or business-record snapshots are involved."""
+    documents = []
+    for slug, doctype in sorted(services.SLUG_TO_DOCTYPE.items()):
+        cls = services.DOCUMENT_CLASSES.get(doctype)
+        meta = services.CHAT_DOCTYPES.get(slug, {})
+        documents.append({
+            "type": slug, "doctype": doctype,
+            "description": meta.get("description", doctype),
+            "key_fields": meta.get("fields", []),
+            "links": getattr(cls, "LINK_FIELDS", None) or {},
+            "pdf": {k: v for k, v in pdf_metadata(doctype).items()
+                    if k in {"supported", "reason", "kind", "required_fields", "required_any"}},
+            "describe_tool": "get_document_fields",
+        })
+    masters = []
+    for slug, (doctype, display_field) in sorted(services.MASTER_TABLES.items()):
+        meta = services.MASTER_METADATA.get(slug, {})
+        masters.append({
+            "type": slug, "doctype": doctype, "key_field": "name",
+            "display_field": display_field,
+            "description": meta.get("description", doctype),
+            "key_fields": meta.get("fields", []),
+            "describe_tool": "get_master_fields",
+        })
+    return {
+        "contract_version": 1,
+        "instructions": WORKFLOW_GUIDANCE,
+        "documents": documents,
+        "masters": masters,
+        "capability_source": "tools/list is the caller's permitted operation catalogue; never infer write permission from this type list.",
+        "limitations": [
+            "Native ERP chat history and attachments are not the calling application's history or attachments.",
+            "File-ID operations require files uploaded to this ERP; external application attachment IDs cannot be substituted.",
+            "Chat-based custom analytics generation and guided company setup are not exposed through MCP. Use an explicit chat fallback if enabled.",
+            "Registered extension actions may call external services or models; inspect each action's description.",
+        ],
+    }

{lambda_erp-1.1.5 → lambda_erp-1.1.6}/api/routers/mcp.py

@@ -49,6 +49,7 @@ _EXCLUDE = {
 }
 
 _READ_ONLY = {
+    'get_erp_context',
     'list_documents', 'get_document_fields', 'get_document', 'get_master_fields',
     'search_masters', 'get_report', 'get_current_time', 'query_dataset',
     'preview_bank_statement_attachments', 'list_bank_reconciliation_queue',
@@ -167,6 +168,7 @@ def _handle(msg: dict, user: dict):
                                 else PROTOCOL_VERSION),
             "capabilities": {"tools": {"listChanged": False}},
             "serverInfo": {"name": "lambda-erp", "version": get_app_version()},
+            "instructions": "Call get_erp_context for live record types and workflow guidance, then inspect field schemas before writes. tools/list reflects your permissions. No ERP chat is invoked by the standard business tools.",
         })
     if method in ("notifications/initialized", "notifications/cancelled"):
         return None

{lambda_erp-1.1.5 → lambda_erp-1.1.6}/api/tool_permissions.py

@@ -15,7 +15,7 @@ _ADMINS = frozenset({"admin"})
 
 TOOL_ROLES = {
     **dict.fromkeys((
-        "list_documents", "get_document_fields", "get_document", "generate_document_pdf",
+        "get_erp_context", "list_documents", "get_document_fields", "get_document", "generate_document_pdf",
         "get_master_fields", "search_masters", "get_report", "get_current_time",
         "retrieve_chat_history", "list_chat_attachments", "retrieve_chat_attachment",
         "preview_bank_statement_attachments", "query_dataset",

{lambda_erp-1.1.5 → lambda_erp-1.1.6}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "lambda-erp"
-version = "1.1.5"
+version = "1.1.6"
 description = "Core ERP logic - accounting, sales, purchasing, inventory"
 readme = "README.md"
 license = "Apache-2.0"