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ec38a89d0c
A user wants to manage patrimonial history — a document-backed record of a family's wealth where every figure traces back to the statement it came from — by pointing an external agent harness at Sure. That model belongs in the harness, not in Sure: it needs numbered build deltas, golden tests and closed periods that a mutable Postgres row cannot provide. What Sure was missing was the seam. The Statement Vault already does most of the work — original bytes retained, SHA-256 dedup, period detection, account matching with a confidence score, reconciliation against ledger balances, and a month-by-month coverage map — but it is reachable only from the web UI. An agent could not archive a document, cite one, or check for gaps. Adds five preview MCP tools over what already exists, plus a citation grammar for values the agent writes: - upload_account_statement, list_account_statements, get_account_statement, get_statement_coverage - record_valuation, whose source citation is parsed rather than trusted: ["estimated: "] citation [" (grade: A|B|C)"]. An uncited or free-styled value is rejected at the write boundary instead of landing in the ledger looking authoritative. link and reject are deliberately not exposed. Attaching a statement to an account is the human's decision, and the vault UI is where it is made; the agent reports the suggested match and stops there. Assistant.function_classes now takes a user so preview tools stay out of the default surface. They are hidden from tools/list and not callable by name without the preference enabled, and the vault tools re-check the manager role and per-account permissions, since MCP calls never pass through a controller. Docs: the blueprint this implements, and a guide covering which side owns which layer, the vocabulary map between the two, the monthly runbook, and the gaps (non-user holders, non-statement documents, one value per date). No migrations, no API endpoints, no UI. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01JFDp9HhXDeswadu4cxFojn
105 lines
3.2 KiB
Ruby
105 lines
3.2 KiB
Ruby
# frozen_string_literal: true
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class Assistant::Function::GetAccountStatement < Assistant::Function
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include Assistant::Function::StatementVaultSupport
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DOWNLOAD_URL_TTL = 15.minutes
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class << self
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def name
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"get_account_statement"
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end
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def description
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<<~INSTRUCTIONS
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Fetch one Statement Vault document by ID: its identity (SHA-256, filename,
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period), the balances read off the document, and the reconciliation checks
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comparing those balances against the ledger.
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The reconciliation checks are the trustworthy part. Each compares a figure
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printed on the statement against the account's recorded balance:
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- `opening_balance` / `closing_balance` — the statement's figure vs the ledger's
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- `period_movement` — the change across the period, both sides
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Each check reports `matched` or `mismatched` (tolerance: 0.01). A mismatch
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means the ledger and the document disagree — report it, and do not paper
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over it by adjusting the number to fit.
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Also returns a short-lived download URL (valid #{DOWNLOAD_URL_TTL.inspect})
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for the original file when one is attached.
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Example:
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```
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get_account_statement({ statement_id: "abc123-def456" })
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```
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INSTRUCTIONS
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end
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end
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def strict_mode?
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false
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end
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def params_schema
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build_schema(
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required: [ "statement_id" ],
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properties: {
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statement_id: {
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type: "string",
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description: "UUID of the statement, as returned by list_account_statements or upload_account_statement."
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}
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}
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)
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end
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def call(params = {})
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return not_a_statement_manager unless statement_manager?
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statement = find_statement(params["statement_id"])
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unless statement&.viewable_by?(user)
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return error("not_found", "No statement found with that ID that this user can view.")
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end
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{
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success: true,
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statement: statement_payload(statement).merge(
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reconciliation_status: statement.reconciliation_status,
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reconciliation_checks: reconciliation_payload(statement),
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download_url: download_url(statement)
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).compact
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}
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end
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private
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def reconciliation_payload(statement)
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statement.reconciliation_checks.map do |check|
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{
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check: check[:key],
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statement_amount: check[:statement_amount].to_s,
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ledger_amount: check[:ledger_amount].to_s,
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difference: check[:difference].to_s,
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status: check[:status]
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}
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end
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end
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# Chat and MCP clients render outside the request that produced the record, so
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# the URL has to be absolute. Falls back to nil when no host is configured
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# (e.g. a self-hosted worker with no APP_DOMAIN) rather than handing back a
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# relative path an external agent cannot resolve.
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def download_url(statement)
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return nil unless statement.original_file.attached?
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host_opts = Rails.application.config.action_mailer.default_url_options || {}
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return nil if host_opts[:host].blank?
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Rails.application.routes.url_helpers.rails_blob_url(
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statement.original_file,
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host_opts.merge(disposition: "attachment", expires_in: DOWNLOAD_URL_TTL)
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)
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end
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end
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