feat(odin): Phase 2a read-only agentic assistant + tool-trace UI

- agentic chat loop (max 6 round-trips, budget re-checked between iterations)
  over 10 read-only, permission-delegated tools in src/services/ai-tools.ts
- persist assistant tool trace in ai_chat_messages.content_json (+ migration)
- consulted-tools chips in OdinThread; header now shows month spend only
  (budget cap hidden from the UI, server-side 402 guard unchanged)
- seed: ai.use permission; Settings exposes the ai permission module
- docs: REVIEW consolidation; deployment-guide.md superseded by docs/release.md

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
BOHA
2026-06-10 23:31:50 +02:00
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import type Anthropic from "@anthropic-ai/sdk";
import prisma from "../config/database";
import { listInvoices, getInvoiceStats } from "./invoices.service";
import { listOffers } from "./offers.service";
import { listOrders } from "./orders.service";
import { listIssuedOrders } from "./issued-orders.service";
import { listProjects } from "./projects.service";
import { getBelowMinimumItems } from "./warehouse.service";
/**
* Odin Phase 2a — READ-ONLY tools over the existing service layer.
*
* Security model (see docs/superpowers/specs/2026-06-08-odin-phase2-…):
* - The assistant is the USER'S DELEGATE: every handler re-checks the same
* permission the equivalent route requires, against the caller's authData.
* The tool list sent to the model is ALSO pre-filtered by permission, but
* the handler check is the actual boundary (defense in depth).
* - No write tools exist in this layer at all — a prompt-injected "create an
* order" cannot do anything, because there is no tool to call.
* - Handlers call the SAME service functions the routes use (or replicate a
* route's plain read), so ownership/visibility logic cannot diverge.
* - Outputs are deliberately compact (capped rows, plain fields): tool
* results are model input and bill as tokens on every loop iteration.
*/
export interface AiAuthCtx {
userId: number;
roleName: string;
permissions: string[];
}
export function ctxCan(ctx: AiAuthCtx, permission: string): boolean {
return ctx.roleName === "admin" || ctx.permissions.includes(permission);
}
/** Uniform list paging the tools use — first page, newest first, small. */
const LIST = { page: 1, limit: 20, skip: 0, order: "desc" as const };
const DENIED = (what: string) =>
`Uživatel nemá oprávnění zobrazit ${what} — odpověz mu, že na to nemá oprávnění.`;
interface ToolSpec {
/** Permission whose holder may use this tool (admin bypasses). */
permission: string;
definition: Anthropic.Tool;
handler: (input: Record<string, unknown>, ctx: AiAuthCtx) => Promise<unknown>;
}
const num = (v: unknown): number | undefined => {
const n = Number(v);
return Number.isFinite(n) && n > 0 ? n : undefined;
};
const str = (v: unknown): string | undefined =>
typeof v === "string" && v.trim() ? v.trim() : undefined;
const TOOLS: ToolSpec[] = [
{
permission: "invoices.view",
definition: {
name: "list_invoices",
description:
"Vydané faktury (faktury, které firma vystavila zákazníkům). Vrací max 20 nejnovějších odpovídajících faktur s částkami včetně DPH. Volej při dotazech na fakturace, tržby konkrétních faktur, splatnosti, neuhrazené faktury.",
input_schema: {
type: "object",
properties: {
status: {
type: "string",
enum: ["draft", "issued", "overdue", "paid"],
description: "Filtr stavu (vynech pro všechny)",
},
month: { type: "number", description: "Měsíc vystavení 1-12" },
year: { type: "number", description: "Rok vystavení" },
search: {
type: "string",
description: "Hledání podle čísla faktury nebo zákazníka",
},
},
},
},
handler: async (input) => {
const res = await listInvoices({
...LIST,
sort: "id",
search: str(input.search) ?? "",
status: str(input.status),
month: num(input.month),
year: num(input.year),
});
return {
total_matching: res.total,
shown: res.data.length,
invoices: res.data.map((i) => ({
number: i.invoice_number,
customer: i.customer_name,
status: i.status,
issue_date: i.issue_date,
due_date: i.due_date,
total_with_vat: i.total,
currency: i.currency,
})),
};
},
},
{
permission: "invoices.view",
definition: {
name: "get_invoice_stats",
description:
"Měsíční přehled vydaných faktur: zaplaceno tento měsíc, čekající a po splatnosti (vč. přepočtu do CZK) a DPH za měsíc. Volej při dotazech typu 'kolik jsme letos/tento měsíc fakturovali', 'kolik nám dluží'.",
input_schema: {
type: "object",
properties: {
month: {
type: "number",
description: "Měsíc 1-12 (výchozí aktuální)",
},
year: { type: "number", description: "Rok (výchozí aktuální)" },
},
},
},
handler: async (input) =>
getInvoiceStats(num(input.month), num(input.year)),
},
{
permission: "invoices.view",
definition: {
name: "list_received_invoices",
description:
"Přijaté faktury (faktury od dodavatelů, výdaje firmy). Vrací max 20 nejnovějších; částky jsou VČETNĚ DPH. Volej při dotazech na výdaje, faktury od dodavatele, co je k úhradě.",
input_schema: {
type: "object",
properties: {
month: { type: "number", description: "Měsíc vystavení 1-12" },
year: { type: "number", description: "Rok vystavení" },
search: {
type: "string",
description: "Hledání podle dodavatele nebo čísla faktury",
},
},
},
},
handler: async (input) => {
// Mirrors the received-invoices route's plain read (no dedicated list
// service exists); read-only, same visibility (no per-user scoping).
const where: Record<string, unknown> = {};
const month = num(input.month);
const year = num(input.year);
if (month && year) {
where.issue_date = {
gte: new Date(Date.UTC(year, month - 1, 1)),
lt: new Date(Date.UTC(year, month, 1)),
};
}
const search = str(input.search);
if (search) {
where.OR = [
{ supplier_name: { contains: search } },
{ invoice_number: { contains: search } },
];
}
const [rows, total] = await Promise.all([
prisma.received_invoices.findMany({
where,
orderBy: [{ issue_date: "desc" }, { id: "desc" }],
take: 20,
select: {
supplier_name: true,
invoice_number: true,
amount: true,
currency: true,
issue_date: true,
due_date: true,
status: true,
},
}),
prisma.received_invoices.count({ where }),
]);
return {
total_matching: total,
shown: rows.length,
note: "Částky jsou včetně DPH (gross).",
invoices: rows.map((r) => ({
supplier: r.supplier_name,
number: r.invoice_number,
amount_with_vat: Number(r.amount),
currency: r.currency,
issue_date: r.issue_date,
due_date: r.due_date,
status: r.status,
})),
};
},
},
{
permission: "offers.view",
definition: {
name: "list_offers",
description:
"Nabídky (cenové nabídky zákazníkům). Vrací max 20 nejnovějších; ceny jsou BEZ DPH (nabídka není daňový doklad). Stavy: draft (koncept), active (aktivní), ordered (objednaná zákazníkem), invalidated (zneplatněná).",
input_schema: {
type: "object",
properties: {
status: {
type: "string",
enum: ["draft", "active", "ordered", "invalidated"],
},
search: {
type: "string",
description: "Hledání podle čísla, projektu nebo zákazníka",
},
},
},
},
handler: async (input) => {
const res = await listOffers({
...LIST,
sort: "id",
search: str(input.search) ?? "",
status: str(input.status),
});
return {
total_matching: res.total,
shown: res.data.length,
note: "Ceny jsou bez DPH.",
offers: res.data.map((o) => ({
number: o.quotation_number,
customer: o.customer_name,
status: o.status,
project_code: o.project_code,
valid_until: o.valid_until,
total_excl_vat: o.total,
currency: o.currency,
})),
};
},
},
{
permission: "orders.view",
definition: {
name: "list_orders",
description:
"Přijaté objednávky (objednávky od zákazníků). Vrací max 20 nejnovějších; ceny BEZ DPH.",
input_schema: {
type: "object",
properties: {
search: {
type: "string",
description: "Hledání podle čísla objednávky nebo zákazníka",
},
month: { type: "number", description: "Měsíc vytvoření 1-12" },
year: { type: "number", description: "Rok vytvoření" },
},
},
},
handler: async (input) => {
const res = await listOrders({
...LIST,
sort: "id",
search: str(input.search) ?? "",
month: num(input.month),
year: num(input.year),
});
return {
total_matching: res.total,
shown: res.data.length,
note: "Ceny jsou bez DPH.",
orders: res.data.map((o) => ({
number: o.order_number,
customer_order_number: o.customer_order_number,
customer: o.customer_name,
status: o.status,
created_at: o.created_at,
total_excl_vat: o.total,
currency: o.currency,
})),
};
},
},
{
permission: "orders.view",
definition: {
name: "list_issued_orders",
description:
"Vydané objednávky (objednávky firmy u dodavatelů, nákupy). Vrací max 20 nejnovějších; ceny BEZ DPH. Stavy: draft (koncept), sent (odeslaná), confirmed (potvrzená), completed (dokončená), cancelled (zrušená).",
input_schema: {
type: "object",
properties: {
status: { type: "string" },
search: {
type: "string",
description: "Hledání podle čísla nebo dodavatele",
},
},
},
},
handler: async (input) => {
const res = await listIssuedOrders({
...LIST,
sort: "id",
search: str(input.search) ?? "",
status: str(input.status),
});
return {
total_matching: res.total,
shown: res.data.length,
note: "Ceny jsou bez DPH.",
issued_orders: res.data.map((o) => ({
number: o.po_number,
supplier: o.supplier_name,
status: o.status,
order_date: o.order_date,
total_excl_vat: o.total,
currency: o.currency,
})),
};
},
},
{
permission: "projects.view",
definition: {
name: "list_projects",
description:
"Projekty firmy. Vrací max 20 nejnovějších. Stavy: aktivni, dokonceny, zruseny.",
input_schema: {
type: "object",
properties: {
status: { type: "string", enum: ["aktivni", "dokonceny", "zruseny"] },
search: {
type: "string",
description: "Hledání podle čísla, názvu nebo zákazníka",
},
},
},
},
handler: async (input) => {
const res = await listProjects({
...LIST,
sort: "id",
search: str(input.search) ?? "",
status: str(input.status),
});
return {
total_matching: res.total,
shown: res.data.length,
projects: res.data.map((p) => ({
number: p.project_number,
name: p.name,
customer: p.customer_name,
responsible: p.responsible_user_name,
status: p.status,
start_date: p.start_date,
end_date: p.end_date,
})),
};
},
},
{
permission: "customers.view",
definition: {
name: "list_customers",
description:
"Zákazníci firmy (adresy, IČO, DIČ). Vrací max 20 odpovídajících.",
input_schema: {
type: "object",
properties: {
search: {
type: "string",
description: "Hledání podle názvu nebo IČO",
},
},
},
},
handler: async (input) => {
// Mirrors the customers route's read (search on name/company_id).
const search = str(input.search);
const where = search
? {
OR: [
{ name: { contains: search } },
{ company_id: { contains: search } },
],
}
: {};
const [rows, total] = await Promise.all([
prisma.customers.findMany({
where,
orderBy: { name: "asc" },
take: 20,
select: {
name: true,
city: true,
company_id: true,
vat_id: true,
},
}),
prisma.customers.count({ where }),
]);
return {
total_matching: total,
shown: rows.length,
customers: rows.map((c) => ({
name: c.name,
city: c.city,
ico: c.company_id,
dic: c.vat_id,
})),
};
},
},
{
permission: "warehouse.view",
definition: {
name: "get_stock_overview",
description:
"Sklad: položky pod minimální zásobou, nebo vyhledání skladové položky s aktuální dostupností. Volej při dotazech na sklad, zásoby, co dochází.",
input_schema: {
type: "object",
properties: {
search: {
type: "string",
description:
"Hledání položky podle názvu nebo kódu (vynech pro přehled položek pod minimem)",
},
},
},
},
handler: async (input) => {
const search = str(input.search);
if (!search) {
const below = await getBelowMinimumItems();
return {
below_minimum_count: below.length,
items: below.slice(0, 20).map((i) => ({
item_number: i.item_number,
name: i.name,
current_stock: i.current_stock,
minimum: i.min_quantity,
unit: i.unit,
})),
};
}
// Stock math mirrors the service's total-stock rule: sum of
// unconsumed batch quantities.
const rows = await prisma.sklad_items.findMany({
where: {
is_active: true,
OR: [
{ name: { contains: search } },
{ item_number: { contains: search } },
],
},
take: 20,
select: {
item_number: true,
name: true,
unit: true,
batches: {
where: { is_consumed: false },
select: { quantity: true },
},
},
});
return {
shown: rows.length,
items: rows.map((r) => ({
item_number: r.item_number,
name: r.name,
unit: r.unit,
on_stock: r.batches.reduce((s, b) => s + Number(b.quantity), 0),
})),
};
},
},
{
// Own attendance is always visible; other users need attendance.manage —
// enforced inside the handler (the coarse gate is "has attendance.record").
permission: "attendance.record",
definition: {
name: "get_attendance_summary",
description:
"Souhrn docházky za měsíc: počty dnů podle typu (práce, dovolená, nemoc…). Bez user_id vrací docházku PŘIHLÁŠENÉHO uživatele; cizí docházka vyžaduje oprávnění správy docházky.",
input_schema: {
type: "object",
properties: {
month: {
type: "number",
description: "Měsíc 1-12 (výchozí aktuální)",
},
year: { type: "number", description: "Rok (výchozí aktuální)" },
user_id: {
type: "number",
description: "ID jiného uživatele (jen se správou docházky)",
},
},
},
},
handler: async (input, ctx) => {
const now = new Date();
const month = num(input.month) ?? now.getMonth() + 1;
const year = num(input.year) ?? now.getFullYear();
const targetUserId = num(input.user_id) ?? ctx.userId;
if (targetUserId !== ctx.userId && !ctxCan(ctx, "attendance.manage")) {
return { error: DENIED("docházku jiných uživatelů") };
}
// shift_date is @db.Date → UTC-midnight month boundaries, half-open.
const rows = await prisma.attendance.findMany({
where: {
user_id: targetUserId,
shift_date: {
gte: new Date(Date.UTC(year, month - 1, 1)),
lt: new Date(Date.UTC(year, month, 1)),
},
},
select: { leave_type: true, shift_date: true },
});
const byType: Record<string, number> = {};
for (const r of rows) {
const t = r.leave_type ?? "work";
byType[t] = (byType[t] || 0) + 1;
}
return {
user_id: targetUserId,
month,
year,
days_recorded: rows.length,
days_by_type: byType,
note: "Počty dnů se záznamem podle typu; ne odpracované hodiny.",
};
},
},
];
/** Tool definitions the caller may use — filtered by their permissions. */
export function toolDefinitionsFor(ctx: AiAuthCtx): Anthropic.Tool[] {
return TOOLS.filter((t) => ctxCan(ctx, t.permission)).map(
(t) => t.definition,
);
}
/**
* Execute one tool call AS the user. Returns the JSON-serializable result;
* permission failures and handler errors come back as `{ error }` results
* (is_error on the tool_result), never as thrown exceptions — the model
* should relay them, not crash the loop.
*/
export async function executeTool(
name: string,
input: Record<string, unknown>,
ctx: AiAuthCtx,
): Promise<{ ok: boolean; result: unknown }> {
const tool = TOOLS.find((t) => t.definition.name === name);
if (!tool)
return { ok: false, result: { error: `Neznámý nástroj: ${name}` } };
// The boundary check: even if the model hallucinated a tool it wasn't
// given, the user's permissions decide.
if (!ctxCan(ctx, tool.permission)) {
return { ok: false, result: { error: DENIED("tato data") } };
}
try {
return { ok: true, result: await tool.handler(input, ctx) };
} catch (e) {
console.error(`[ai-tools] ${name} failed`, e);
return {
ok: false,
result: {
error: "Nástroj selhal — zkus to jinak nebo to uživateli sděl.",
},
};
}
}
/** Czech display labels for the frontend tool-activity chips. */
export const TOOL_LABELS: Record<string, string> = {
list_invoices: "Faktury vydané",
get_invoice_stats: "Statistiky fakturace",
list_received_invoices: "Faktury přijaté",
list_offers: "Nabídky",
list_orders: "Objednávky přijaté",
list_issued_orders: "Objednávky vydané",
list_projects: "Projekty",
list_customers: "Zákazníci",
get_stock_overview: "Sklad",
get_attendance_summary: "Docházka",
};