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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
70 lines
2.0 KiB
Ruby
70 lines
2.0 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 patrimonial agent-harness workflow
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# documented in docs/llm-guides/patrimonial-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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]
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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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