lambda-erp 1.1.9__tar.gz → 1.1.10__tar.gz

{lambda_erp-1.1.9 → lambda_erp-1.1.10}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: lambda-erp
-Version: 1.1.9
+Version: 1.1.10
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: Apache-2.0

{lambda_erp-1.1.9 → lambda_erp-1.1.10}/api/chat.py

@@ -473,6 +473,11 @@ DOCUMENT_SLUGS = [
 
 MASTER_TYPES = ["customer", "supplier", "item", "warehouse", "account", "company", "cost-center"]
 
+# Discovery for direct (MCP) clients, which don't get the chat system prompt.
+# The native chat already carries WORKFLOW_GUIDANCE in its prompt; offering the
+# tool there made the model re-fetch ~4k tokens of the same context most turns.
+DIRECT_CLIENT_ONLY_TOOLS = frozenset({"get_erp_context"})
+
 TOOLS = [
     {"type": "function", "function": {
         "name": "get_erp_context",
@@ -1400,7 +1405,7 @@ def _chat_doctype_section() -> str:
     )
 
 
-def build_tools(user_info: dict | None = None):
+def build_tools(user_info: dict | None = None, *, native_chat: bool = False):
     """TOOLS widened with live plugin types and registered business actions.
 
     Plugins register doctypes and masters at startup — after this module is
@@ -1410,19 +1415,20 @@ def build_tools(user_info: dict | None = None):
     per request (cheap next to the LLM call), which also makes plugin load
     order irrelevant. Only enums that exactly match the core lists are
     widened, so any differently-constrained doctype/master param (e.g. a
-    curated subset) is left alone.
+    curated subset) is left alone. `native_chat` drops the direct-client-only
+    discovery tools the chat prompt already covers.
     """
     extra_docs = _extra_document_slugs()
     extra_masters = _extra_master_types()
     action_tools = services.registered_action_tools()
-    hidden_tools: set[str] = set()
+    hidden_tools: set[str] = set(DIRECT_CLIENT_ONLY_TOOLS) if native_chat else set()
     if user_info is not None:
         role = user_info.get("role")
         action_tools = [
             tool for tool in action_tools
             if tool_allowed(tool["function"]["name"], role)
         ]
-        hidden_tools = {
+        hidden_tools |= {
             tool["function"]["name"] for tool in TOOLS
             if not tool_allowed(tool["function"]["name"], role)
         }
@@ -3645,7 +3651,7 @@ async def run_thinking_loop(
                 # or the legacy API for compatible models. Returns Chat-shaped
                 # (message, usage) either way, so everything below is unchanged.
                 message, usage = await asyncio.to_thread(
-                    _orchestrator_turn, openai_client, messages, build_tools(user_info), max_completion,
+                    _orchestrator_turn, openai_client, messages, build_tools(user_info, native_chat=True), max_completion,
                 )
             except Exception as e:
                 await on_event({"type": "error", "content": f"Error calling LLM: {e}"})
@@ -3817,7 +3823,7 @@ async def run_thinking_loop(
                         "stands alone: do NOT refer to 'the results above' or to earlier messages."
                     ),
                 }],
-                build_tools(user_info),
+                build_tools(user_info, native_chat=True),
                 2048,
                 tool_choice="none",
             )

{lambda_erp-1.1.9 → lambda_erp-1.1.10}/api/pdf.py

@@ -193,17 +193,17 @@ def _render_commercial_pdf(doctype_slug, name, doc, contract):
     if doc.get("status"):
         meta_fields.append({"label": "Status", "value": doc["status"]})
 
-    # Items — refresh each line's item_name from the Item master so a later
-    # correction to an item's name appears on the PDF, consistent with the
-    # party/company names. Quantities, rates, and amounts stay as transacted.
-    # Falls back to the name stored on the line if the master is gone.
+    # Items — print the name written on each line. A line may carry its own
+    # wording under a generic article (e.g. one project service with a
+    # "Phase 1: …" line per step), so the Item master's name is only a
+    # fallback for a line that has none.
     items = doc.get("items", [])
     for item in items:
         code = item.get("item_code")
-        if code:
-            live_item_name = db.get_value("Item", code, "item_name")
-            if live_item_name:
-                item["item_name"] = live_item_name
+        if code and not item.get("item_name"):
+            master_item_name = db.get_value("Item", code, "item_name")
+            if master_item_name:
+                item["item_name"] = master_item_name
 
     taxes = doc.get("taxes", [])
 
@@ -340,11 +340,11 @@ def _render_proposal_pdf(name, proposal, contract):
         contract['tokens'].extend(quote_contract['tokens'])
         contract['warnings'].extend(quote_contract['warnings'])
         items = quote.get("items", []) or []
-        # Refresh each line's item_name from the master, consistent with the
-        # single-document path.
+        # The line's own name wins; the master's only fills an empty one,
+        # consistent with the single-document path.
         for item in items:
             code = item.get("item_code")
-            if code:
+            if code and not item.get("item_name"):
                 live = db.get_value("Item", code, "item_name")
                 if live:
                     item["item_name"] = live

{lambda_erp-1.1.9 → lambda_erp-1.1.10}/api/pdf_contract.py

@@ -254,8 +254,9 @@ def _item(row, tokens, index):
     if not any(not missing(row.get(k)) for k in ('item_code', 'item_name', 'description')):
         raise PDFError(f'PDF requires item identity: items[{index}]')
     if row.get('item_code'):
-        live = resolve('Item', row['item_code'])
-        row['item_name'] = live  # only the isolated output snapshot is changed
+        master_name = resolve('Item', row['item_code'])  # the article must still exist
+        if missing(row.get('item_name')):
+            row['item_name'] = master_name  # only the isolated output snapshot is changed
     tokens.append(str(row.get('item_name') or row.get('item_code') or row['description']))
 
 

{lambda_erp-1.1.9 → lambda_erp-1.1.10}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "lambda-erp"
-version = "1.1.9"
+version = "1.1.10"
 description = "Core ERP logic - accounting, sales, purchasing, inventory"
 readme = "README.md"
 license = "Apache-2.0"