lambda-erp 1.3.3__tar.gz → 1.4.0__tar.gz

{lambda_erp-1.3.3 → lambda_erp-1.4.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: lambda-erp
-Version: 1.3.3
+Version: 1.4.0
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: Apache-2.0
@@ -9,6 +9,7 @@ Requires-Python: >=3.10
 Requires-Dist: bcrypt>=5
 Requires-Dist: defusedxml>=0.7
 Requires-Dist: fastapi>=0.115
+Requires-Dist: fonttools[woff]>=4.38
 Requires-Dist: holidays>=0.40
 Requires-Dist: httpx>=0.27
 Requires-Dist: jinja2>=3.1
@@ -16,6 +17,7 @@ Requires-Dist: openai>=1.0
 Requires-Dist: openpyxl>=3.1
 Requires-Dist: pydantic>=2.0
 Requires-Dist: pypdf>=4.0
+Requires-Dist: pypdfium2>=4.30
 Requires-Dist: python-dateutil>=2.8
 Requires-Dist: python-dotenv>=1.0
 Requires-Dist: python-jose[cryptography]>=3.3

{lambda_erp-1.3.3 → lambda_erp-1.4.0}/api/attachments.py

@@ -56,10 +56,14 @@ STRUCTURED_TOOL_MIME_TYPES = {
     "application/xml", "text/xml", "application/zip", "application/x-zip-compressed",
 }
 
+# Font files, for PDF templates (add_attachment_to_pdf_template). The model gets
+# a one-line description, never the bytes.
+FONT_MIME_TYPES = {"font/ttf", "font/otf", "font/woff", "font/woff2"}
+
 ALLOWED_MIME_TYPES = {
     "image/png", "image/jpeg", "image/gif", "image/webp",
     "application/pdf",
-} | OFFICE_MIME_TYPES | TEXT_MIME_TYPES | STRUCTURED_TOOL_MIME_TYPES
+} | OFFICE_MIME_TYPES | TEXT_MIME_TYPES | STRUCTURED_TOOL_MIME_TYPES | FONT_MIME_TYPES
 
 # Extension -> canonical mime, so a correctly-named file still uploads when the
 # browser/OS mislabels its type (Office files are frequently sent as
@@ -81,6 +85,7 @@ _EXT_TO_MIME = {
     "pdf": "application/pdf",
     "png": "image/png", "jpg": "image/jpeg", "jpeg": "image/jpeg",
     "gif": "image/gif", "webp": "image/webp",
+    "ttf": "font/ttf", "otf": "font/otf", "woff": "font/woff", "woff2": "font/woff2",
 }
 _MIME_TO_EXT = {m: e for e, m in _EXT_TO_MIME.items()}
 
@@ -256,7 +261,7 @@ async def upload_attachment(
                 status_code=400,
                 detail=(f"Unsupported file type: {mime or ext or 'unknown'}. Allowed: images, PDF, "
                         "spreadsheets (Excel/CSV/ODS), documents (Word/OpenDocument), "
-                        "and structured bank files (XML/ZIP)."),
+                        "structured bank files (XML/ZIP) and fonts (TTF/OTF/WOFF/WOFF2)."),
             )
 
     chunks: list[bytes] = []
@@ -417,6 +422,16 @@ def build_multimodal_content(attachment: dict) -> dict:
                 "the conversation; use the dedicated bank-statement preview tool.]"
             ),
         }
+    if mime in FONT_MIME_TYPES:
+        from api.pdf_fonts import font_file_info
+        try:
+            font = font_file_info(attachment["data"])
+            what = f'family "{font["family"]}", style {font["style"]}, embedding: {font["embedding"]}'
+        except ValueError as exc:
+            what = str(exc)
+        return {"type": "text", "text": (
+            f"[Font file: {filename} ({what}; id {attachment['id']}). To print a PDF template with it, "
+            "call add_attachment_to_pdf_template with this attachment id.]")}
     if mime in TEXT_MIME_TYPES or mime.startswith("text/"):
         text = attachment["data"].decode("utf-8", errors="replace")
         return {"type": "text", "text": f"[File: {filename}]\n{text}"}

{lambda_erp-1.3.3 → lambda_erp-1.4.0}/api/bootstrap.py

@@ -112,6 +112,7 @@ def bootstrap_demo() -> None:
             f"({DEMO_SIM_START} -> {DEMO_SIM_END}, seed={DEMO_SIM_SEED})",
             flush=True,
         )
+        from api.pdf_templates import pin_only
         from lambda_erp.simulation import HistoricalSimulator
 
         sim = HistoricalSimulator(
@@ -120,7 +121,10 @@ def bootstrap_demo() -> None:
             end=DEMO_SIM_END,
             seed=DEMO_SIM_SEED,
         )
-        sim.run(simulate_activity=True)
+        # Rendering an archive PDF per seeded offer would turn a ~3-minute
+        # boot into far longer than the host's startup window allows.
+        with pin_only():
+            sim.run(simulate_activity=True)
     else:
         print(f"[bootstrap] simulation data present ({qtn_count} quotations), skipping", flush=True)
 

{lambda_erp-1.3.3 → lambda_erp-1.4.0}/api/chat.py

@@ -17,6 +17,7 @@ import json
 import logging
 import os
 import re
+import time
 import traceback
 import uuid
 from datetime import date
@@ -566,7 +567,7 @@ TOOLS = [
                     "include_meta": {"type": "boolean", "description": "Use true for complete lists or overviews: returns exact total and pagination/coverage metadata."},
                     "include_discarded": {"type": "boolean", "description": "Include discarded drafts when checking recent changes; default false."},
                     "doctype": {"type": "string", "enum": DOCUMENT_SLUGS, "description": "Document type slug"},
-                    "filters": {"type": "object", "description": "Optional filters on any column. Equality: {\"status\": \"Draft\", \"customer\": \"CUST-001\"}. Comparison (value = a 2-item array [op, value]): {\"grand_total\": [\">\", 100]}, {\"fit\": [\"!=\", \"A\"]}. Case-insensitive text substring: {\"customer_name\": [\"contains\", \"acme\"]}. NULL checks (1-item array): {\"fit\": [\"is null\"]}, {\"main_email\": [\"is not null\"]}. Allowed ops: =, !=, >, <, >=, <=, in, not in, contains, like, not like, is null, is not null. IN example: {\"type\": [\"in\", [\"call\", \"email\", \"note\"]]}. Free-text search: {\"search\": \"acme\"} matches the doctype's default text columns; narrow it with {\"search\": \"acme\", \"search_fields\": [\"company_name\", \"tags\"]}.", "default": {}},
+                    "filters": {"type": "object", "description": "Optional filters on any column. Equality: {\"status\": \"Draft\", \"customer\": \"CUST-001\"}. Comparison (value = a 2-item array [op, value]): {\"grand_total\": [\">\", 100]}, {\"fit\": [\"!=\", \"A\"]}. Case-insensitive text substring: {\"customer_name\": [\"contains\", \"acme\"]}. NULL checks (1-item array): {\"fit\": [\"is null\"]}, {\"main_email\": [\"is not null\"]}. Allowed ops: =, !=, >, <, >=, <=, in, not in, contains, like, not like, is null, is not null. IN example: {\"type\": [\"in\", [\"call\", \"email\", \"note\"]]}. Free-text search: {\"search\": \"acme\"} matches the doctype's default text columns, and on documents with lines (offers, orders, invoices, delivery notes, receipts, stock entries, subscriptions) also any line's item code, item name or description; narrow the document's own columns with {\"search\": \"acme\", \"search_fields\": [\"company_name\", \"tags\"]}.", "default": {}},
                     "order_by": {"type": "string", "description": "Optional column to sort by. Defaults to the time_filter field when supplied, otherwise creation."},
                     "order": {"type": "string", "enum": ["asc", "desc"], "description": "Sort direction (default desc)", "default": "desc"},
                     "limit": {"type": "integer", "description": "Max results (default 20, max 500)", "default": 20},
@@ -1074,6 +1075,36 @@ TOOLS = [
             },
         },
     },
+    {
+        "type": "function",
+        "function": {
+            "name": "inspect_pdf_fonts",
+            "description": "List the exact fonts an uploaded PDF uses (read from the file, not guessed from its look), or identify an uploaded font file, and say for each whether PDF templates can print with it: installed, metric_compatible (another name with the same letter widths) or missing (falls back). Use it before styling a PDF template after a reference PDF.",
+            "parameters": {
+                "type": "object",
+                "properties": {
+                    "attachment_id": {"type": "string", "description": "The PDF or font file attachment (from list_chat_attachments)."},
+                },
+                "required": ["attachment_id"],
+            },
+        },
+    },
+    {
+        "type": "function",
+        "function": {
+            "name": "add_attachment_to_pdf_template",
+            "description": "Add a font file (ttf, otf, woff, woff2) or image (png, jpg, gif, webp) the user uploaded in this chat to a PDF template's working copy as an asset. Reference it by its file name in the template: url(\"name.woff2\") in @font-face (the result includes a ready @font-face rule), <img src=\"logo.png\">. Only add fonts the user may use: a commercial font needs a licence that allows embedding it in PDFs; mention that when a user uploads one.",
+            "parameters": {
+                "type": "object",
+                "properties": {
+                    "template": {"type": "string", "description": "PDF template id (e.g. PDFT-0001)."},
+                    "attachment_id": {"type": "string", "description": "The uploaded font or image (from list_chat_attachments)."},
+                    "filename": {"type": "string", "description": "Asset file name to use in the template; defaults to the upload's name."},
+                },
+                "required": ["template", "attachment_id"],
+            },
+        },
+    },
     {
         "type": "function",
         "function": {
@@ -1570,6 +1601,11 @@ def _handle_list_documents(args):
         return {"error": str(exc)}
 
 
+# Tools whose result is a stored PDF export the reply may link to; the reply
+# check in run_session_turn rejects any other /documents/.../pdf link.
+PDF_EXPORT_TOOLS = ("generate_document_pdf", "preview_pdf_template")
+
+
 def _handle_generate_document_pdf(args, user=None):
     from api.pdf_exports import create_pdf_export
     from api.pdf_contract import PDFError
@@ -1989,6 +2025,56 @@ def _handle_retrieve_chat_attachment(args, session_id: str | None = None, user_i
     }
 
 
+def _chat_attachment(args, session_id, user_id):
+    if not session_id or not user_id:
+        return None, {"error": "No active chat session for attachments."}
+    from api.attachments import get_attachments_by_ids
+    atts = get_attachments_by_ids([args.get("attachment_id") or ""], user_id)
+    if not atts:
+        return None, {"error": "Attachment not found or access denied."}
+    return atts[0], None
+
+
+def _handle_inspect_pdf_fonts(args, session_id: str | None = None, user_id: str | None = None):
+    from api import pdf_fonts
+    from api.attachments import FONT_MIME_TYPES
+    att, error = _chat_attachment(args, session_id, user_id)
+    if error:
+        return error
+    try:
+        if att["mime_type"] == "application/pdf":
+            fonts = pdf_fonts.fonts_in_pdf(att["data"])
+        elif att["mime_type"] in FONT_MIME_TYPES:
+            info = pdf_fonts.font_file_info(att["data"])
+            fonts = [{**info, **pdf_fonts.availability(info["family"]),
+                      "note": "Add it to a template with add_attachment_to_pdf_template to print with this exact file."}]
+        else:
+            return {"error": f"{att['filename']} is neither a PDF nor a font file."}
+    except Exception as exc:  # noqa: BLE001 — a malformed upload is the user's file, not a server fault
+        return {"error": f"Could not read the fonts of {att['filename']}: {exc}"}
+    return {"filename": att["filename"], "fonts": fonts, "installed_fonts": list(pdf_fonts.installed_families())}
+
+
+def _handle_add_attachment_to_pdf_template(args, user=None, session_id: str | None = None,
+                                           user_id: str | None = None):
+    from api import pdf_templates
+    att, error = _chat_attachment(args, session_id, user_id)
+    if error:
+        return error
+    filename = args.get("filename") or re.sub(r"[^A-Za-z0-9._-]+", "-", att["filename"]).strip("-")
+    try:
+        result = pdf_templates.add_pdf_template_asset(args.get("template") or "", filename, att["data"], user)
+    except (ValueError, pdf_templates.PDFError) as exc:
+        return {"error": str(exc)}
+    out = {"template": result["template"], "asset": filename, "assets": result["assets"]}
+    if result.get("font"):
+        out["font"] = result["font"]
+        out["note"] = "Add the css rule to the template's <style> and use the family in font-family."
+    else:
+        out["note"] = f'Reference it as <img src="{filename}"> or url("{filename}").'
+    return out
+
+
 def _load_camt_chat_attachments(args, user_id: str | None):
     attachment_ids = args.get("attachment_ids") or []
     if not user_id:
@@ -2348,6 +2434,8 @@ TOOL_HANDLERS = {
     "retrieve_chat_history": lambda args: _handle_retrieve_chat_history(args),
     "list_chat_attachments": _handle_list_chat_attachments,
     "retrieve_chat_attachment": _handle_retrieve_chat_attachment,
+    "inspect_pdf_fonts": _handle_inspect_pdf_fonts,
+    "add_attachment_to_pdf_template": _handle_add_attachment_to_pdf_template,
     "preview_bank_statement_attachments": _handle_preview_bank_statement_attachments,
     "import_bank_statement_attachments": _handle_import_bank_statement_attachments,
     "list_bank_reconciliation_queue": _handle_list_bank_reconciliation_queue,
@@ -2719,6 +2807,10 @@ The `remarks` (Notes / Terms) field on quotations, sales orders, and invoices re
 - A line starting with `>>` is a price line, split by the FIRST `|` pipe: the text BEFORE the pipe goes in the left (frequency) column, the text AFTER it in the right (amount) column — both placed literally as you write them, NOT interpreted (it does not know "Monatlich" is a frequency or that "CHF 380" is a number). Omit the pipe to put everything in the amount column. The two columns line up with the line-items table's frequency/amount columns, so use it for a separately- or recurring-billed item, e.g. `>> Monatlich | CHF 380.—`.
 - Separate blocks with a blank line; a single newline is just a line break.
 Plain text (no special characters) still renders fine, so only reach for the markup when it improves a customer-facing note.
+Quotations also have `intro_text`: the opening text (greeting, "Gerne unterbreiten wir Ihnen …"), printed above the line items with the same markup; `remarks` is the closing text / conditions after the totals. Put each in its own field. Both may use placeholders filled in at print time: {{ customer_name }}, {{ valid_till }}, {{ transaction_date }}, {{ name }}, {{ company }}, {{ currency }}. New offers start with the default texts (get_pdf_text_defaults / set_pdf_text_defaults); sending a field explicitly overrides its default.
+
+### Deductions on a line
+To take an amount off one position (already invoiced, credited from a previous project, a project rebate), keep the position at its full price and put the deduction on that same line: `price_list_rate` = full price per unit, `discount_amount` = deduction per unit, `discount_label` = its printed text (e.g. "Abzüglich bereits verrechnet (Rechnung SINV-0003)"). The line then counts the net (rate = price_list_rate − discount_amount); the PDF prints the full price and the deduction as an italic sub-line. A deduction can't exceed its position's price, so a line never goes negative and keeps its tax rate. Sending only `rate` with a new deduction takes that rate as the full price. To remove one, set `discount_amount` 0, `discount_label` empty and `rate` back to the full price. The deduction is carried into the sales order and invoice. There are no negative lines: a deduction always belongs to a position.
 
 ### Internal notes (never printed)
 `remarks` is PRINTED and goes to the customer or supplier. Internal team remarks ("customer disputes line 2", "@Anna please check the price") belong in an internal note on the record instead: `add_record_note` (doctype = the record type slug, e.g. `sales-invoice` or `customer`; record_id = its name), read with `list_record_notes`, change with `update_record_note` / `delete_record_note`. Every document and master type supports them; they appear in the record's "Internal notes" card and never change the record. To notify a colleague, first `search_mention_users` and put their exact `mention_text` in the body. Never put internal remarks into `remarks`, and never copy internal notes into customer-facing text.
@@ -3292,17 +3384,23 @@ def _title_model() -> str:
     return os.environ.get("LAMBDA_ERP_TITLE_MODEL") or TITLE_MODEL
 
 
+# Background title tasks, kept referenced so they aren't garbage-collected
+# before they finish.
+_title_tasks: set[asyncio.Task] = set()
+
+
 async def generate_title(
     session_id: str,
     user_message: str,
-    assistant_message: str,
+    assistant_message: str = "",
     client_ip: str | None = None,
     user_role: str | None = None,
 ):
-    """Generate a short title for the chat based on the first exchange.
+    """Generate a short title for the chat from its first message.
 
-    Called after the first assistant reply. Runs in the background so it
-    doesn't block the response.
+    Started in the background as soon as the first message arrives, so the
+    title shows up while the reply is still being written. Without a text
+    message (attachments only) it runs after the first reply and uses that too.
     """
     api_key = os.environ.get("OPENAI_API_KEY", "")
     if not api_key or api_key == "sk-your-key-here":
@@ -3325,14 +3423,18 @@ async def generate_title(
                 return
 
         settled = False
+        started = time.monotonic()
+        exchange = f"User: {user_message[:200]}"
+        if assistant_message:
+            exchange += f"\nAssistant: {assistant_message[:200]}"
         try:
             # Responses API with low effort: GPT-6 models reason, and the
             # output budget must leave room for that before the title itself.
             response = await asyncio.to_thread(
                 client.responses.create,
                 model=title_model,
-                instructions="Generate a very short title (3-6 words, no quotes) for this chat based on the first exchange. Just the title, nothing else.",
-                input=f"User: {user_message[:200]}\nAssistant: {assistant_message[:200]}",
+                instructions="Generate a very short title (3-6 words, no quotes) for this chat based on its first message. Just the title, nothing else.",
+                input=exchange,
                 max_output_tokens=400,
                 reasoning={"effort": "low"},
             )
@@ -3353,6 +3455,8 @@ async def generate_title(
             title = (response.output_text or "").strip().strip('"\'')[:120]
             if title:
                 update_session_title(session_id, title)
+                print(f"[chat_title] model={title_model} session_id={session_id} "
+                      f"ms={int((time.monotonic() - started) * 1000)}", flush=True)
             else:
                 logger.warning("[chat_title] model=%s returned no title (status=%s)",
                                title_model, getattr(response, "status", None))
@@ -3473,8 +3577,11 @@ def _responses_msg_content(content):
         if ptype == "text":
             parts.append({"type": "input_text", "text": p.get("text", "")})
         elif ptype == "image_url":
-            url = (p.get("image_url") or {}).get("url")
-            parts.append({"type": "input_image", "image_url": url})
+            image = p.get("image_url") or {}
+            part = {"type": "input_image", "image_url": image.get("url")}
+            if image.get("detail"):
+                part["detail"] = image["detail"]
+            parts.append(part)
         elif ptype == "file":
             f = p.get("file") or {}
             item = {"type": "input_file"}
@@ -3654,6 +3761,9 @@ async def run_thinking_loop(
         tool_handlers["retrieve_chat_history"] = lambda args: _handle_retrieve_chat_history(args, session_id)
         user_id_for_tools = user_info.get("name") if user_info else None
         tool_handlers["list_chat_attachments"] = lambda args: _handle_list_chat_attachments(args, session_id, user_id_for_tools)
+        tool_handlers["inspect_pdf_fonts"] = lambda args: _handle_inspect_pdf_fonts(args, session_id, user_id_for_tools)
+        tool_handlers["add_attachment_to_pdf_template"] = lambda args: _handle_add_attachment_to_pdf_template(
+            args, principal_ref[0], session_id, user_id_for_tools)
         tool_handlers["preview_bank_statement_attachments"] = (
             lambda args: _handle_preview_bank_statement_attachments(args, user_id_for_tools)
         )
@@ -3844,9 +3954,13 @@ async def run_thinking_loop(
             # Pull any multimodal content out of the tool result before serializing.
             # retrieve_chat_attachment returns a {"_multimodal_content": {...}} block
             # which we inject as a fresh user message so the LLM can "see" the file.
+            # view_pdf_pages returns rendered pages under "_images" the same way;
+            # they are shown to the model for this turn and never persisted.
             multimodal_block = None
+            page_images = None
             if isinstance(result, dict):
                 multimodal_block = result.pop("_multimodal_content", None)
+                page_images = result.pop("_images", None)
 
             result_str = json.dumps(result, default=str)
             summary = result_str[:500] + "..." if len(result_str) > 500 else result_str
@@ -3871,7 +3985,7 @@ async def run_thinking_loop(
                 event_payload["report_id"] = result["id"]
             if fn_name == "generate_document_pdf":
                 event_payload["document_request"] = {key: fn_args.get(key) for key in ("doctype", "name")}
-            if success and fn_name == "generate_document_pdf" and isinstance(result, dict) and result.get("artifact_id"):
+            if success and fn_name in PDF_EXPORT_TOOLS and isinstance(result, dict) and result.get("artifact_id"):
                 event_payload["document"] = result
             if session_id:
                 _save_tool_trace(session_id, "tool_result", {**event_payload, "result": result})
@@ -3885,6 +3999,9 @@ async def run_thinking_loop(
 
             if multimodal_block:
                 pending_multimodal.append(multimodal_block)
+            if page_images:
+                from api.pdf_pages import image_parts
+                pending_multimodal.extend(image_parts(page_images))
 
         # After this batch of tool calls, inject any retrieved attachments as
         # a new user message so the LLM can actually see them on the next turn.
@@ -3892,7 +4009,7 @@ async def run_thinking_loop(
             messages.append({
                 "role": "user",
                 "content": [
-                    {"type": "text", "text": "Here are the attachments you requested:"},
+                    {"type": "text", "text": "Here are the attachments and PDF pages you requested:"},
                     *pending_multimodal,
                 ],
             })
@@ -4040,10 +4157,34 @@ async def run_session_turn(
     Hooks (all optional, async):
       - ``on_event(event)``            streamed loop events (WS -> socket; REST -> no-op)
       - ``on_assistant_message(sid, content)``  fired after the reply is persisted
-      - ``on_title(sid, title)``       fired after a first-reply title is generated
+      - ``on_title(sid, title)``       fired once the first message's title is generated
     """
     is_first_reply = count_assistant_messages(session_id) == 0
 
+    def start_title(assistant_text: str = ""):
+        async def _gen_and_notify():
+            await generate_title(
+                session_id,
+                user_content,
+                assistant_text,
+                client_ip=client_ip,
+                user_role=(user_info or {}).get("role"),
+            )
+            if on_title:
+                session = get_session(session_id)
+                if session:
+                    await on_title(session_id, session["title"])
+        task = asyncio.create_task(_gen_and_notify())
+        _title_tasks.add(task)
+        task.add_done_callback(_title_tasks.discard)
+
+    # Title the chat from the first message right away, in parallel with the
+    # reply: waiting for the whole reply left "New Chat" in the sidebar for
+    # the length of the turn plus the title call.
+    title_started = is_first_reply and bool((user_content or "").strip())
+    if title_started:
+        start_title()
+
     messages = [{"role": "system", "content": build_system_prompt(user_info, channel=channel)}]
 
     if replay_history:
@@ -4077,7 +4218,7 @@ async def run_session_turn(
     generated_files = []
 
     async def pdf_events(event):
-        if event.get('type') == 'tool_result' and event.get('tool') == 'generate_document_pdf' and event.get('success') and event.get('document'):
+        if event.get('type') == 'tool_result' and event.get('tool') in PDF_EXPORT_TOOLS and event.get('success') and event.get('document'):
             generated_files.append(event['document'])
         await on_event(event)
 
@@ -4111,20 +4252,8 @@ async def run_session_turn(
                 await on_assistant_message(session_id, assistant_content)
             break
 
-    if is_first_reply and assistant_content:
-        async def _gen_and_notify():
-            await generate_title(
-                session_id,
-                user_content,
-                assistant_content,
-                client_ip=client_ip,
-                user_role=(user_info or {}).get("role"),
-            )
-            if on_title:
-                session = get_session(session_id)
-                if session:
-                    await on_title(session_id, session["title"])
-        asyncio.create_task(_gen_and_notify())
+    if is_first_reply and not title_started and assistant_content:
+        start_title(assistant_content)
 
     return assistant_content
 

{lambda_erp-1.3.3 → lambda_erp-1.4.0}/api/erp_context.py

@@ -25,12 +25,37 @@ status and warnings. Correct validation errors using the field metadata and user
 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.
 Text for the customer or supplier goes in a document's printed `remarks` (Notes / Terms)
-field. Internal team remarks ("customer disputes line 2", "@Anna please check") go in an
-internal note instead (add_record_note / list_record_notes): never printed, visible to
-signed-in colleagues only, and @mentions there notify colleagues. Never put internal
+field; offers also have a printed `intro_text` (opening text above the lines). A deduction
+on a position (already invoiced, rebate) goes on that line: price_list_rate = full price,
+discount_amount = deduction per unit, discount_label = its printed text. Internal
+team remarks ("customer disputes line 2", "@Anna please check") go in an internal note
+instead (add_record_note / list_record_notes): never printed, visible to signed-in
+colleagues only, and @mentions there notify colleagues. Never put internal
 remarks into `remarks`, and never copy internal notes into a document the customer sees.
 Requests about the user's own sidebar menu ("hide rentals", "put CRM first") use
 get_menu_layout, then update_menu_layout. They change only that user's menu, not access.
+How a document's PDF looks is its PDF template (layout). Offers, sales orders, sales
+invoices (also credit notes), purchase orders, delivery notes, proposals and reservations
+each have their own templates and default; a template belongs to one type. To change a
+look, get_pdf_template (read its html, context_reference and required first; for the
+built-in 'standard' pass doctype), then update_pdf_template with the complete html. For
+"the invoice in the style of our offer", create_pdf_template with doctype Sales Invoice and
+based_on the offer template, then adapt it to the invoice's variables (e.g. the QR bill).
+After every change, look at the result yourself with view_pdf_pages (area top/bottom for
+small details; every page you changed). When the user gave a reference PDF or image, view
+the same page and area of it (view_pdf_pages with its attachment_id) and of your render,
+compare them. Fix what doesn't match before you say it is done; stop after about three
+rounds and say what is still off. A successful render proves only that the PDF printed,
+not that it looks right.
+To match a reference PDF's fonts, read them with inspect_pdf_fonts (never guess from the
+look). If one is missing, say so, name the closest installed font, and ask for the font
+file; a font uploaded in the chat goes into the template with add_attachment_to_pdf_template
+(commercial fonts need a licence that allows embedding them in PDFs).
+Edit the working copy in place; never create a new template for each change. Publish
+(publish_pdf_template) only when the user asked for it; otherwise offer it and give them
+preview_pdf_template's download. Pick a layout for one document with its `pdf_template`
+field, for all of a type with set_default_pdf_template. A submitted document keeps the layout
+and PDF it was issued with.
 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.

{lambda_erp-1.3.3 → lambda_erp-1.4.0}/api/main.py

@@ -21,6 +21,7 @@ from api.mcp_oauth import router as mcp_oauth_router, OAuthError, oauth_error_ha
 from api.attachments import router as attachments_router
 from api.chat import chat_websocket, router as chat_router
 from api.routers import admin, documents, masters, reports, setup as setup_router, bank_reconciliation, bank_statements, analytics, accounting, proposals, chat_api, mcp, availability, actions
+from api.routers import pdf_templates as pdf_templates_router
 
 
 def load_plugins() -> None:
@@ -63,6 +64,10 @@ async def lifespan(app: FastAPI):
         initialize_record_notes()
         from api.menu_layout import initialize_menu_layout
         initialize_menu_layout()
+        from api.pdf_templates import initialize_pdf_templates
+        initialize_pdf_templates()
+        from api.pdf_pages import initialize_pdf_pages
+        initialize_pdf_pages()
 
         # Load customer extension plugins before anything creates documents.
         load_plugins()
@@ -125,6 +130,7 @@ app.include_router(mcp_oauth_router)
 app.include_router(attachments_router, prefix="/api")
 app.include_router(documents.router, prefix="/api")
 app.include_router(proposals.router, prefix="/api")
+app.include_router(pdf_templates_router.router, prefix="/api")
 app.include_router(masters.router, prefix="/api")
 app.include_router(actions.router, prefix="/api")
 app.include_router(availability.router, prefix="/api")