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Brandon WolfandClaude Fable 5
00b7252fbf
* feat(mcp): Add MCP budget update tool Adds an update_budget assistant/MCP function so AI assistants can write monthly budgets: total budgeted spending, expected income, and per-category allocations in one transactional call. - Month resolution and slug format mirror get_budget (YYYY-MM or MMM-YYYY, custom month start respected); targeting a valid month with no budget row bootstraps it via Budget.find_or_bootstrap, same as the budgets UI. - Category allocations accept an exact (case-insensitive) name or id and go through BudgetCategory#update_budgeted_spending!, so subcategory writes keep the parent total in sync. - All writes in one call share a transaction: an invalid category rolls back a totals change from the same call. - Family-scoped like the budgets UI; amounts validated non-negative. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * refactor(mcp): harden update_budget per review feedback - Extract shared month resolution into Assistant::Function::MonthResolvable so get_budget and update_budget can't drift on custom month starts - Run budget bootstrap inside the update transaction so a failed entry no longer leaves a newly created budget behind - Apply explicit parent amounts after subcategory syncs so results don't depend on the caller's array order - Reject non-finite amounts (NaN/Infinity) - Explain the synthetic Uncategorized bucket instead of a generic category-not-found error Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
72 lines
2.1 KiB
Ruby
72 lines
2.1 KiB
Ruby
module Assistant
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Error = Class.new(StandardError)
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REGISTRY = {
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"builtin" => Assistant::Builtin,
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"external" => Assistant::External
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}.freeze
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# Statement Vault + provenance tools, for users who opted into preview features
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# in Settings -> Preferences. They back the wealth agent-harness workflow
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# documented in docs/llm-guides/wealth-agent-harness.md.
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PREVIEW_FUNCTION_CLASSES = [
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Function::UploadAccountStatement,
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Function::ListAccountStatements,
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Function::GetAccountStatement,
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Function::GetStatementCoverage,
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Function::RecordValuation
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].freeze
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class << self
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def for_chat(chat)
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implementation_for(chat).for_chat(chat)
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end
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def config_for(chat)
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raise Error, "chat is required" if chat.blank?
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Assistant::Builtin.config_for(chat)
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end
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def available_types
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REGISTRY.keys
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end
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# The single registry behind both the builtin chat and the /mcp endpoint's
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# tools/list — a function class added here is immediately callable by an
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# external agent, so pass the user to keep preview tools out of the default
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# surface.
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def function_classes(user = nil)
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classes = [
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Function::GetTransactions,
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Function::GetAccounts,
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Function::GetHoldings,
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Function::GetBalanceSheet,
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Function::GetIncomeStatement,
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Function::GetBudget,
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Function::ImportBankStatement,
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Function::SearchFamilyFiles,
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Function::CreateGoal,
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Function::GetTags,
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Function::CreateTag,
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Function::UpdateTag,
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Function::GetCategories,
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Function::CreateCategory,
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Function::UpdateCategory,
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Function::UpdateTransaction,
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Function::UpdateBudget
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]
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classes += PREVIEW_FUNCTION_CLASSES if user&.preview_features_enabled?
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classes
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end
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private
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def implementation_for(chat)
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raise Error, "chat is required" if chat.blank?
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type = ENV["ASSISTANT_TYPE"].presence || chat.user&.family&.assistant_type.presence || "builtin"
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REGISTRY.fetch(type) { REGISTRY["builtin"] }
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end
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end
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end
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