Commit Graph

6 Commits

Author SHA1 Message Date
Carlos Escalante
7b7c741ba2 Agent: resolve "today" in the browser's timezone, not hardcoded CR
The CR-hardcoded today broke two scenarios: the owner traveling, and
any future non-CR user. Now the provider sends the browser's IANA
timezone (X-Client-Timezone) with every CopilotKit request — the
runtime forwards x-* headers to the agent on its own — and the backend
binds it to a per-request ContextVar next to the DB session.
get_current_date and the future-cuota bounds use it; the tool also
reports the timezone so the model can echo it. Unknown or absent zones
(n8n posts, tests) fall back to Costa Rica; comma-joined duplicate
header values are tolerated.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 19:33:27 -06:00
Carlos Escalante
965e30a2d2 Agent: add get_daily_spending for day-scoped questions
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Prod showed the failure mode after the date fix: get_current_date
returned the right day, but the model answered "¿cuánto he gastado
hoy?" from cycle-level aggregates (the only spend tools it had) and
concluded ₡0. Give it a day-grained tool — per-day CRC totals mirroring
/analytics/daily-spending (COMPRA only, no installment anchors, no
future cuotas) — and a prompt rule to match tool to time grain.
Verified: fresh thread now calls get_current_date →
get_daily_spending(2026-07-04, 2026-07-05) and answers correctly.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 18:36:48 -06:00
Carlos Escalante
334d41bd9a Agent: fix date handling — Costa Rica timezone and future cuotas
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Two bugs from prod (server clock is UTC, user is UTC-6):

- get_recent_transactions returned future-dated Tasa Cero cuotas; it now
  excludes anything dated after the user's today, same rule as
  /transactions/recent.
- "¿Cuánto he gastado hoy?" answered for the wrong day: the prompt baked
  date.today() in at boot — frozen from startup AND in server-UTC (8 pm
  in Costa Rica is already tomorrow in UTC). The prompt no longer carries
  a date; a new get_current_date tool returns today in CR time plus the
  active billing cycle, and the prompt directs the model to call it for
  any relative date reference. today_cr() lives in timeutil (CR has no
  DST, fixed UTC-6).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 18:27:46 -06:00
Carlos Escalante
eb400ab1e9 Assistant: suppress repeated render-tool calls
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After the client returns a render tool's result, the model sometimes
re-issues the identical call with a fresh id on the follow-up run,
painting a second copy of the spending-summary card (observed live on
MAF 1.10 / CK 1.62). DeduplicateToolCallMiddleware now tracks which
render tools already ran in the current user turn and drops repeats —
their streamed TOOL_CALL_* events and their entries in the run's
MESSAGES_SNAPSHOT. The system prompt also tells the model the card is
already displayed once its "ok" result is present.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 18:10:51 -06:00
Carlos Escalante
4687fa9669 Assistant: drop a2ui surfaces, fall back to markdown tables
CK 1.60+ validates generated a2ui ops against a component catalog before
painting, and our agent's ops fail validation — surfaces hang at
"Building interface" forever (MAF also drops RunAgentInput.context, so
the catalog/guidelines never even reach the model). Disable a2ui end to
end until the pipeline matures:

- server.ts: a2ui { enabled: false }; RENDER_TOOLS no longer includes
  render_a2ui
- App.tsx: remove the a2ui provider prop
- agent.py: prompt now asks for clean markdown tables for lists and
  structured data; render_spending_summary card guidance unchanged

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 16:09:56 -06:00
Carlos Escalante
7f602a67af Add Microsoft Agent Framework assistant with read-only tools
Wires up an OpenAI-backed MAF agent that exposes WealthySmart
data through tool calls (recent transactions, cycle summary,
analytics, pensions). Pulls in agent-framework + AG-UI adapter
+ OpenAI client deps.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 22:01:50 -06:00