Add/ai native supp (#385)
* feat(branding): implement dynamic branding in service worker and reports * feat(auth): enhance API key scopes and add bookkeeping write scope - Updated transaction write scope description to include additional tools. - Enhanced reports read scope description to reflect new functionality. - Introduced bookkeeping write scope with relevant description. - Updated SCOPE_GROUPS to include bookkeeping domain. - Modified TOOL_SCOPE_MAP to include new bookkeeping operations. - Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution. feat(tests): add unit tests for MCP resource registry - Created tests for data resources to ensure all required fields are present. - Added tests for resource query parsing and retrieval. feat(resources): implement MCP resources for company and accounting data - Added capabilities resource to expose API key capabilities based on granted scopes. - Implemented chart of accounts resource to retrieve active BAS chart. - Created company current resource to fetch active company details. - Developed active fiscal period resource to check posting eligibility. - Implemented recent activity resource to fetch latest journal entries, invoices, and transactions. - Added VAT treatments resource to provide available VAT rates per customer type. feat(pending-operations): introduce risk tiers for operations - Added risk level classification for pending operations to determine auto-commit eligibility. - Implemented functions to classify operation risk levels and identify high-risk operations. feat(migrations): add actor model and risk tier to pending operations - Updated pending_operations table to include actor type and risk level columns. - Enhanced audit_log to mirror actor information for compliance. - Modified validate_and_increment_api_key function to return actor details. - Expanded operation types in pending_operations to include new high-risk operations. * feat: add auto-commit functionality for low-risk pending operations - Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings. - Created commitPendingOperation function to handle execution of pending operations with consistent status updates. - Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds. - Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality. - Added SQL migration to update the database schema for new auto-commit settings. * feat(idempotency): implement idempotency key handling for safe retries and cleanup * feat: expand API key scopes and pending operations for bookkeeping - Added 'suppliers:write' scope to API key scopes for supplier invoice management. - Updated SCOPE_GROUPS to include the new 'suppliers:write' scope. - Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice. - Implemented corresponding commit functions for the new operations in the pending operations module. - Enhanced PendingOperation type to include actor model and risk level attributes. - Added tests for new functionality, ensuring proper behavior and constraints in the database. * feat: implement unlockPeriod functionality and related tests * feat: add agent auto-commit settings and related functionality * feat: add attention resource with comprehensive summary of outstanding tasks * feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes
This commit is contained in:
Mattsson
@@ -0,0 +1,381 @@
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import type { McpResource } from './types'
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import { ACTION_NEEDED_THRESHOLD_DAYS } from '@/lib/deadlines/status-engine'
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type Severity = 'critical' | 'warning' | 'info'
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interface AttentionCategory {
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key: string
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label_sv: string
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severity: Severity
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count: number
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samples: Array<Record<string, unknown>>
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next?: {
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description: string
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tool?: string
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args?: Record<string, unknown>
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resource?: string
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}
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}
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const SAMPLE_LIMIT = 5
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function daysBetween(fromIso: string, toIso: string): number {
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const ms = new Date(toIso).getTime() - new Date(fromIso).getTime()
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return Math.round(ms / 86_400_000)
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}
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export const attentionResource: McpResource = {
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uri: 'gnubok://attention',
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name: 'What Needs Attention',
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description:
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'One-shot summary of outstanding work for the active company: unbooked transactions, overdue invoices, pending approvals, voucher gaps, upcoming deadlines, bank consent expiry, and period-lock alerts. Each category includes a count, up to 5 sample rows, and a suggested next tool call. Use this at session start to orient before chaining read tools.',
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mimeType: 'application/json',
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read: async ({ supabase, companyId }) => {
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const now = new Date()
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const today = now.toISOString().slice(0, 10)
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const horizonDate = new Date(now.getTime() + ACTION_NEEDED_THRESHOLD_DAYS * 86_400_000)
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const horizon = horizonDate.toISOString().slice(0, 10)
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const [
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unbookedHead,
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unbookedSamples,
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overdueRows,
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pendingSupplierHead,
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pendingSupplierSamples,
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pendingOpsHead,
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pendingOpsSamples,
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unmatchedReceiptsHead,
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unmatchedReceiptsSamples,
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voucherSeriesRows,
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deadlineRows,
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bankConnRows,
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activePeriodRow,
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companySettingsRow,
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] = await Promise.all([
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supabase
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.from('transactions')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.is('journal_entry_id', null)
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.eq('is_business', true),
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supabase
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.from('transactions')
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.select('id, date, amount, currency, description, merchant_name')
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.eq('company_id', companyId)
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.is('journal_entry_id', null)
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.eq('is_business', true)
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.order('date', { ascending: true })
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.limit(SAMPLE_LIMIT),
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supabase
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.from('invoices')
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.select('id, invoice_number, customer_id, due_date, total, currency, status')
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.eq('company_id', companyId)
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.in('status', ['sent', 'overdue'])
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.lt('due_date', today)
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.order('due_date', { ascending: true })
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.limit(100),
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supabase
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.from('supplier_invoices')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('status', 'registered'),
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supabase
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.from('supplier_invoices')
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.select('id, supplier_invoice_number, supplier_id, total, currency, due_date')
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.eq('company_id', companyId)
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.eq('status', 'registered')
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.order('due_date', { ascending: true })
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.limit(SAMPLE_LIMIT),
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supabase
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.from('pending_operations')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('status', 'pending'),
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supabase
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.from('pending_operations')
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.select('id, operation_type, title, risk_level, actor_label, created_at')
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.eq('company_id', companyId)
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.eq('status', 'pending')
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.order('created_at', { ascending: false })
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.limit(SAMPLE_LIMIT),
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supabase
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.from('receipts')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('status', 'confirmed')
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.is('matched_transaction_id', null),
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supabase
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.from('receipts')
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.select('id, receipt_date, total_amount, currency, merchant_name')
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.eq('company_id', companyId)
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.eq('status', 'confirmed')
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.is('matched_transaction_id', null)
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.order('receipt_date', { ascending: false, nullsFirst: false })
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.limit(SAMPLE_LIMIT),
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supabase
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.from('voucher_sequences')
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.select('voucher_series, fiscal_period_id')
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.eq('company_id', companyId),
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supabase
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.from('deadlines')
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.select('id, title, due_date, deadline_type, tax_deadline_type, status')
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.eq('company_id', companyId)
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.eq('is_completed', false)
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.lte('due_date', horizon)
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.order('due_date', { ascending: true })
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.limit(20),
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supabase
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.from('bank_connections')
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.select('id, bank_name, status, consent_expires')
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.eq('company_id', companyId)
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.eq('status', 'active')
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.not('consent_expires', 'is', null),
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supabase
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.from('fiscal_periods')
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.select('id, name, period_start, period_end, locked_at, is_closed')
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.eq('company_id', companyId)
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.lte('period_start', today)
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.gte('period_end', today)
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.maybeSingle(),
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supabase
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.from('company_settings')
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.select('bookkeeping_locked_through, auto_lock_period_days')
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.eq('company_id', companyId)
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.maybeSingle(),
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])
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const categories: AttentionCategory[] = []
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// ── Unbooked business transactions ──────────────────────────────
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const unbookedCount = unbookedHead.count ?? 0
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if (unbookedCount > 0) {
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const oldest = unbookedSamples.data?.[0]
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const oldestAgeDays = oldest?.date ? daysBetween(oldest.date, today) : 0
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categories.push({
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key: 'unbooked_transactions',
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label_sv: 'Obokförda affärstransaktioner',
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severity: oldestAgeDays > 30 ? 'critical' : 'warning',
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count: unbookedCount,
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samples: unbookedSamples.data ?? [],
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next: {
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description: 'Kategorisera den äldsta obokförda transaktionen.',
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tool: 'gnubok_categorize_transaction',
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args: oldest ? { transaction_id: oldest.id } : undefined,
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},
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})
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}
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// ── Overdue invoices ────────────────────────────────────────────
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const overdueAll = overdueRows.data ?? []
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if (overdueAll.length > 0) {
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const maxOverdueDays = overdueAll.reduce((max, inv) => {
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const days = inv.due_date ? daysBetween(inv.due_date, today) : 0
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return Math.max(max, days)
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}, 0)
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categories.push({
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key: 'overdue_invoices',
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label_sv: 'Förfallna fakturor',
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severity: maxOverdueDays > 30 ? 'critical' : 'warning',
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count: overdueAll.length,
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samples: overdueAll.slice(0, SAMPLE_LIMIT),
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next: {
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description: 'Granska förfallna fakturor och skicka påminnelser.',
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resource: 'gnubok://recent-activity?limit=20',
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},
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})
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}
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// ── Pending supplier invoices (status='registered') ─────────────
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const pendingSupplierCount = pendingSupplierHead.count ?? 0
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if (pendingSupplierCount > 0) {
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const oldestRegistered = pendingSupplierSamples.data?.[0]
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categories.push({
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key: 'pending_supplier_invoices',
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label_sv: 'Leverantörsfakturor som väntar på godkännande',
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severity: 'warning',
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count: pendingSupplierCount,
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samples: pendingSupplierSamples.data ?? [],
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next: {
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description: 'Godkänn äldsta registrerade leverantörsfakturan.',
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tool: 'gnubok_approve_supplier_invoice',
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args: oldestRegistered ? { supplier_invoice_id: oldestRegistered.id } : undefined,
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},
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})
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}
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// ── Pending operations awaiting human approval ──────────────────
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const pendingOpsCount = pendingOpsHead.count ?? 0
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if (pendingOpsCount > 0) {
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const ops = pendingOpsSamples.data ?? []
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const hasHighRisk = ops.some((o) => o.risk_level === 'high')
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categories.push({
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key: 'pending_operations',
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label_sv: 'Operationer som väntar på godkännande',
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severity: hasHighRisk ? 'critical' : 'warning',
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count: pendingOpsCount,
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samples: ops,
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next: {
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description: 'Be användaren granska kön i /pending innan agenten fortsätter.',
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},
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})
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}
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// ── Unmatched receipts ──────────────────────────────────────────
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const unmatchedReceiptsCount = unmatchedReceiptsHead.count ?? 0
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if (unmatchedReceiptsCount > 0) {
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const samples = unmatchedReceiptsSamples.data ?? []
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const oldest = samples[samples.length - 1]
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categories.push({
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key: 'unmatched_receipts',
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label_sv: 'Kvitton utan matchad transaktion',
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severity: 'warning',
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count: unmatchedReceiptsCount,
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samples,
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next: {
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description: 'Försök matcha kvitto mot bankhändelse.',
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tool: 'gnubok_receipt_matcher',
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args: oldest ? { receipt_id: oldest.id } : undefined,
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},
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})
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}
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// ── Voucher gaps without explanations ──────────────────────────
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const seriesRows = (voucherSeriesRows.data ?? []) as Array<{ voucher_series: string; fiscal_period_id: string }>
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const allGaps: Array<{ series: string; gap_start: number; gap_end: number; fiscal_period_id: string }> = []
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for (const row of seriesRows) {
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const { data: gaps } = await supabase.rpc('detect_voucher_gaps', {
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p_company_id: companyId,
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p_fiscal_period_id: row.fiscal_period_id,
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p_series: row.voucher_series,
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})
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if (gaps && Array.isArray(gaps)) {
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for (const g of gaps as Array<{ gap_start: number; gap_end: number }>) {
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allGaps.push({
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series: row.voucher_series,
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gap_start: g.gap_start,
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gap_end: g.gap_end,
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fiscal_period_id: row.fiscal_period_id,
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})
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}
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}
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}
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if (allGaps.length > 0) {
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const { data: explanations } = await supabase
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.from('voucher_gap_explanations')
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.select('voucher_series, gap_start, gap_end, fiscal_period_id')
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.eq('company_id', companyId)
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const explainedKeys = new Set(
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(explanations ?? []).map(
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(e) => `${e.fiscal_period_id}:${e.voucher_series}:${e.gap_start}:${e.gap_end}`
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)
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)
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const unexplained = allGaps.filter(
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(g) => !explainedKeys.has(`${g.fiscal_period_id}:${g.series}:${g.gap_start}:${g.gap_end}`)
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)
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if (unexplained.length > 0) {
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const first = unexplained[0]
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categories.push({
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key: 'voucher_gaps_unexplained',
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label_sv: 'Verifikationshål utan förklaring (BFNAR 2013:2)',
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severity: 'critical',
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count: unexplained.length,
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samples: unexplained.slice(0, SAMPLE_LIMIT),
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next: {
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description: 'Dokumentera hålet i verifikationsserien.',
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tool: 'gnubok_explain_voucher_gap',
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args: first
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? {
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fiscal_period_id: first.fiscal_period_id,
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voucher_series: first.series,
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gap_start: first.gap_start,
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gap_end: first.gap_end,
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}
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: undefined,
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},
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})
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}
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}
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// ── Deadlines upcoming (within 14 days) ─────────────────────────
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const deadlines = deadlineRows.data ?? []
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if (deadlines.length > 0) {
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const anyOverdue = deadlines.some((d) => d.due_date && d.due_date < today)
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categories.push({
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key: 'deadlines_upcoming',
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label_sv: 'Deadlines inom 14 dagar',
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severity: anyOverdue ? 'critical' : 'warning',
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count: deadlines.length,
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samples: deadlines.slice(0, SAMPLE_LIMIT),
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next: {
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description: 'Granska kommande deadlines i /deadlines.',
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},
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})
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}
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// ── Bank consent expiring ───────────────────────────────────────
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const bankConns = bankConnRows.data ?? []
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const expiring = bankConns
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.map((c) => {
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const daysLeft = c.consent_expires ? daysBetween(today, c.consent_expires) : null
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return { ...c, days_left: daysLeft }
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})
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.filter((c) => c.days_left != null && c.days_left <= ACTION_NEEDED_THRESHOLD_DAYS)
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if (expiring.length > 0) {
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const anyExpired = expiring.some((c) => (c.days_left ?? 0) <= 0)
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categories.push({
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key: 'bank_consent_expiring',
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label_sv: 'Bankanslutningar med samtycke som löper ut',
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severity: anyExpired ? 'critical' : 'warning',
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count: expiring.length,
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samples: expiring.slice(0, SAMPLE_LIMIT).map((c) => ({
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id: c.id,
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bank_name: c.bank_name,
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consent_expires: c.consent_expires,
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days_left: c.days_left,
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})),
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next: {
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description: 'Be användaren förnya bank-samtycket innan det löper ut.',
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},
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})
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}
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// ── Period lock approaching ─────────────────────────────────────
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const lockDate = companySettingsRow.data?.bookkeeping_locked_through ?? null
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if (lockDate && activePeriodRow.data) {
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const daysUntilLock = daysBetween(today, lockDate)
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if (daysUntilLock >= 0 && daysUntilLock <= ACTION_NEEDED_THRESHOLD_DAYS) {
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categories.push({
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key: 'period_lock_approaching',
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label_sv: 'Bokföringslås närmar sig',
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severity: 'info',
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count: 1,
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samples: [
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{
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lock_date: lockDate,
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days_until: daysUntilLock,
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active_period_id: activePeriodRow.data.id,
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},
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],
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next: {
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description: 'Slutför obokfört arbete innan lock_date.',
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resource: 'gnubok://period/active',
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},
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||||
})
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}
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}
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// ── Summary tally ───────────────────────────────────────────────
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const summary = {
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total_items: categories.reduce((sum, c) => sum + c.count, 0),
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critical: categories.filter((c) => c.severity === 'critical').length,
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warning: categories.filter((c) => c.severity === 'warning').length,
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info: categories.filter((c) => c.severity === 'info').length,
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}
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||||
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return {
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generated_at: now.toISOString(),
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||||
summary,
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||||
categories,
|
||||
}
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,84 @@
|
||||
import type { McpResource } from './types'
|
||||
import { TOOL_SCOPE_MAP, hasScope } from '@/lib/auth/api-keys'
|
||||
|
||||
interface Capability {
|
||||
tool: string
|
||||
scope: string
|
||||
granted: boolean
|
||||
state_blocked: boolean
|
||||
reason: string | null
|
||||
}
|
||||
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||||
export const capabilitiesResource: McpResource = {
|
||||
uri: 'gnubok://capabilities',
|
||||
name: 'Capabilities',
|
||||
description: 'What the current API key can actually do given (a) its granted scopes and (b) the current company state. Surfaces blockers like locked periods so the agent knows ahead of time why an action would fail.',
|
||||
mimeType: 'application/json',
|
||||
read: async ({ supabase, companyId, scopes }) => {
|
||||
const today = new Date().toISOString().slice(0, 10)
|
||||
|
||||
const { data: activePeriod } = await supabase
|
||||
.from('fiscal_periods')
|
||||
.select('id, is_closed, locked_at, opening_balances_set, period_end')
|
||||
.eq('company_id', companyId)
|
||||
.lte('period_start', today)
|
||||
.gte('period_end', today)
|
||||
.maybeSingle()
|
||||
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('bookkeeping_locked_through, vat_registered, pays_salaries, ai_flow_enabled')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
const periodIsLocked = !!activePeriod?.locked_at || !!activePeriod?.is_closed
|
||||
const periodMissing = !activePeriod
|
||||
const companyLocked = !!settings?.bookkeeping_locked_through
|
||||
&& settings.bookkeeping_locked_through >= today
|
||||
|
||||
const stateBlockers: Record<string, string | null> = {
|
||||
// Scope → reason it's blocked by current state, or null
|
||||
'transactions:write': periodMissing
|
||||
? 'No fiscal period covers today\'s date — open a period first'
|
||||
: periodIsLocked
|
||||
? 'Active period is closed/locked'
|
||||
: companyLocked
|
||||
? 'Company-wide bookkeeping lock is in effect'
|
||||
: null,
|
||||
'invoices:write': periodMissing ? 'No fiscal period covers today\'s date' : null,
|
||||
'payroll:write': !settings?.pays_salaries
|
||||
? 'Company is not configured to pay salaries (settings.pays_salaries=false)'
|
||||
: null,
|
||||
}
|
||||
|
||||
const capabilities: Capability[] = Object.entries(TOOL_SCOPE_MAP).map(
|
||||
([tool, scope]) => {
|
||||
const granted = hasScope(scopes, scope)
|
||||
const stateReason = stateBlockers[scope] ?? null
|
||||
return {
|
||||
tool,
|
||||
scope,
|
||||
granted,
|
||||
state_blocked: granted && !!stateReason,
|
||||
reason: !granted
|
||||
? `Scope "${scope}" not granted to this API key`
|
||||
: stateReason,
|
||||
}
|
||||
}
|
||||
)
|
||||
|
||||
return {
|
||||
granted_scopes: scopes,
|
||||
active_period: activePeriod ?? null,
|
||||
company_lock_date: settings?.bookkeeping_locked_through ?? null,
|
||||
vat_registered: settings?.vat_registered ?? false,
|
||||
pays_salaries: settings?.pays_salaries ?? false,
|
||||
capabilities,
|
||||
summary: {
|
||||
total: capabilities.length,
|
||||
granted: capabilities.filter((c) => c.granted).length,
|
||||
state_blocked: capabilities.filter((c) => c.state_blocked).length,
|
||||
},
|
||||
}
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,51 @@
|
||||
import type { McpResource } from './types'
|
||||
|
||||
interface AccountSummary {
|
||||
account_number: string
|
||||
account_name: string
|
||||
account_class: number
|
||||
account_type: string
|
||||
normal_balance: string
|
||||
is_active: boolean
|
||||
default_vat_code: string | null
|
||||
}
|
||||
|
||||
export const chartOfAccountsResource: McpResource = {
|
||||
uri: 'gnubok://chart-of-accounts',
|
||||
name: 'Chart of Accounts (BAS)',
|
||||
description: 'The active BAS chart of accounts for the current company, grouped by account class (1=assets, 2=liabilities/equity, 3=revenue, 4=COGS, 5-7=expenses, 8=financial). Use to look up account numbers before booking entries.',
|
||||
mimeType: 'application/json',
|
||||
read: async ({ supabase, companyId }) => {
|
||||
const { data, error } = await supabase
|
||||
.from('chart_of_accounts')
|
||||
.select('account_number, account_name, account_class, account_type, normal_balance, is_active, default_vat_code')
|
||||
.eq('company_id', companyId)
|
||||
.order('account_number', { ascending: true })
|
||||
|
||||
if (error) {
|
||||
throw new Error(`Failed to read chart of accounts: ${error.message}`)
|
||||
}
|
||||
|
||||
const accounts = (data ?? []) as AccountSummary[]
|
||||
|
||||
const byClass: Record<number, AccountSummary[]> = {}
|
||||
for (const a of accounts) {
|
||||
if (!byClass[a.account_class]) byClass[a.account_class] = []
|
||||
byClass[a.account_class].push(a)
|
||||
}
|
||||
|
||||
return {
|
||||
total: accounts.length,
|
||||
classes: {
|
||||
'1': { label: 'Tillgångar', accounts: byClass[1] ?? [] },
|
||||
'2': { label: 'Eget kapital och skulder', accounts: byClass[2] ?? [] },
|
||||
'3': { label: 'Rörelseintäkter', accounts: byClass[3] ?? [] },
|
||||
'4': { label: 'Material- och varukostnader', accounts: byClass[4] ?? [] },
|
||||
'5': { label: 'Övriga externa rörelseutgifter', accounts: byClass[5] ?? [] },
|
||||
'6': { label: 'Övriga externa rörelseutgifter (forts.)', accounts: byClass[6] ?? [] },
|
||||
'7': { label: 'Personalkostnader', accounts: byClass[7] ?? [] },
|
||||
'8': { label: 'Finansiella poster', accounts: byClass[8] ?? [] },
|
||||
},
|
||||
}
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,40 @@
|
||||
import type { McpResource } from './types'
|
||||
|
||||
export const companyCurrentResource: McpResource = {
|
||||
uri: 'gnubok://company/current',
|
||||
name: 'Active Company',
|
||||
description: 'The currently active company: identity, entity type, fiscal year config, lock date, base currency, and VAT registration. Read this first to understand the bookkeeping context.',
|
||||
mimeType: 'application/json',
|
||||
read: async ({ supabase, companyId }) => {
|
||||
const { data: company, error: companyError } = await supabase
|
||||
.from('companies')
|
||||
.select('id, name, org_number, entity_type, archived_at, created_at')
|
||||
.eq('id', companyId)
|
||||
.single()
|
||||
|
||||
if (companyError || !company) {
|
||||
throw new Error(`Company not found: ${companyError?.message ?? 'unknown'}`)
|
||||
}
|
||||
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select(`
|
||||
company_name, trade_name, address_line1, address_line2, postal_code, city, country,
|
||||
phone, email, website,
|
||||
pays_salaries, f_skatt, vat_registered, vat_number, moms_period,
|
||||
fiscal_year_start_month,
|
||||
accounting_method, default_voucher_series,
|
||||
bookkeeping_locked_through, auto_lock_period_days,
|
||||
invoice_prefix, next_invoice_number, invoice_default_days,
|
||||
is_sandbox, ai_flow_enabled
|
||||
`)
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
return {
|
||||
company,
|
||||
settings: settings ?? null,
|
||||
base_currency: 'SEK',
|
||||
}
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,32 @@
|
||||
import type { McpResource, ResourceContext } from './types'
|
||||
import { companyCurrentResource } from './company-current'
|
||||
import { chartOfAccountsResource } from './chart-of-accounts'
|
||||
import { periodActiveResource } from './period-active'
|
||||
import { recentActivityResource } from './recent-activity'
|
||||
import { capabilitiesResource } from './capabilities'
|
||||
import { vatTreatmentsResource } from './vat-treatments'
|
||||
import { attentionResource } from './attention'
|
||||
|
||||
export const dataResources: McpResource[] = [
|
||||
companyCurrentResource,
|
||||
chartOfAccountsResource,
|
||||
periodActiveResource,
|
||||
recentActivityResource,
|
||||
capabilitiesResource,
|
||||
vatTreatmentsResource,
|
||||
attentionResource,
|
||||
]
|
||||
|
||||
export function findResource(uri: string): McpResource | null {
|
||||
// Strip any query string for matching
|
||||
const baseUri = uri.split('?')[0]
|
||||
return dataResources.find((r) => r.uri === baseUri) ?? null
|
||||
}
|
||||
|
||||
export function parseResourceQuery(uri: string): URLSearchParams | undefined {
|
||||
const qIndex = uri.indexOf('?')
|
||||
if (qIndex < 0) return undefined
|
||||
return new URLSearchParams(uri.slice(qIndex + 1))
|
||||
}
|
||||
|
||||
export type { McpResource, ResourceContext }
|
||||
@@ -0,0 +1,53 @@
|
||||
import type { McpResource } from './types'
|
||||
|
||||
export const periodActiveResource: McpResource = {
|
||||
uri: 'gnubok://period/active',
|
||||
name: 'Active Fiscal Period',
|
||||
description: 'The fiscal period that the current date falls within: lock state, opening-balance status, retention deadline. Use to check whether new entries can be posted.',
|
||||
mimeType: 'application/json',
|
||||
read: async ({ supabase, companyId }) => {
|
||||
const today = new Date().toISOString().slice(0, 10)
|
||||
|
||||
const { data: active, error: activeError } = await supabase
|
||||
.from('fiscal_periods')
|
||||
.select('id, name, period_start, period_end, is_closed, closed_at, locked_at, opening_balances_set, retention_expires_at, opening_balance_entry_id, closing_entry_id, previous_period_id')
|
||||
.eq('company_id', companyId)
|
||||
.lte('period_start', today)
|
||||
.gte('period_end', today)
|
||||
.maybeSingle()
|
||||
|
||||
if (activeError && activeError.code !== 'PGRST116') {
|
||||
throw new Error(`Failed to read active period: ${activeError.message}`)
|
||||
}
|
||||
|
||||
const { data: settings } = await supabase
|
||||
.from('company_settings')
|
||||
.select('bookkeeping_locked_through, auto_lock_period_days')
|
||||
.eq('company_id', companyId)
|
||||
.maybeSingle()
|
||||
|
||||
const periodLockedAt = active?.locked_at ?? null
|
||||
const isClosed = active?.is_closed ?? null
|
||||
const companyLockDate = settings?.bookkeeping_locked_through ?? null
|
||||
|
||||
const canPostEntries = active
|
||||
? !isClosed && !periodLockedAt
|
||||
: false
|
||||
|
||||
return {
|
||||
active_period: active ?? null,
|
||||
company_lock: {
|
||||
bookkeeping_locked_through: companyLockDate,
|
||||
auto_lock_period_days: settings?.auto_lock_period_days ?? null,
|
||||
},
|
||||
can_post_entries: canPostEntries,
|
||||
reason_blocked: !active
|
||||
? 'No fiscal period covers today\'s date'
|
||||
: isClosed
|
||||
? 'Active period is closed (status: stängd)'
|
||||
: periodLockedAt
|
||||
? 'Active period is locked (status: låst)'
|
||||
: null,
|
||||
}
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,42 @@
|
||||
import type { McpResource } from './types'
|
||||
|
||||
export const recentActivityResource: McpResource = {
|
||||
uri: 'gnubok://recent-activity',
|
||||
name: 'Recent Activity',
|
||||
description: 'Most recent journal entries, invoices, and bank transactions for the current company. Optional ?limit=N (default 20, max 100). Use to orient on the latest state without burning tool calls.',
|
||||
mimeType: 'application/json',
|
||||
read: async ({ supabase, companyId, query }) => {
|
||||
const limit = Math.min(Math.max(Number(query?.get('limit') ?? 20), 1), 100)
|
||||
|
||||
const [journalEntries, invoices, transactions] = await Promise.all([
|
||||
supabase
|
||||
.from('journal_entries')
|
||||
.select('id, voucher_number, voucher_series, entry_date, description, status, created_at')
|
||||
.eq('company_id', companyId)
|
||||
.order('created_at', { ascending: false })
|
||||
.limit(limit),
|
||||
supabase
|
||||
.from('invoices')
|
||||
.select('id, invoice_number, customer_id, invoice_date, due_date, total_amount, currency, status, created_at')
|
||||
.eq('company_id', companyId)
|
||||
.order('created_at', { ascending: false })
|
||||
.limit(limit),
|
||||
supabase
|
||||
.from('transactions')
|
||||
.select('id, date, description, amount, currency, journal_entry_id, category, merchant_name')
|
||||
.eq('company_id', companyId)
|
||||
.order('date', { ascending: false })
|
||||
.limit(limit),
|
||||
])
|
||||
|
||||
return {
|
||||
limit,
|
||||
journal_entries: journalEntries.data ?? [],
|
||||
invoices: invoices.data ?? [],
|
||||
transactions: transactions.data ?? [],
|
||||
uncategorized_transaction_count: (transactions.data ?? []).filter(
|
||||
(t) => !t.journal_entry_id
|
||||
).length,
|
||||
}
|
||||
},
|
||||
}
|
||||
@@ -0,0 +1,18 @@
|
||||
import type { SupabaseClient } from '@supabase/supabase-js'
|
||||
import type { ApiKeyScope } from '@/lib/auth/api-keys'
|
||||
|
||||
export interface ResourceContext {
|
||||
supabase: SupabaseClient
|
||||
companyId: string
|
||||
userId: string
|
||||
scopes: ApiKeyScope[]
|
||||
query?: URLSearchParams
|
||||
}
|
||||
|
||||
export interface McpResource {
|
||||
uri: string
|
||||
name: string
|
||||
description: string
|
||||
mimeType: string
|
||||
read: (ctx: ResourceContext) => Promise<unknown>
|
||||
}
|
||||
@@ -0,0 +1,38 @@
|
||||
import type { McpResource } from './types'
|
||||
import { getAvailableVatRates, getVatRules } from '@/lib/invoices/vat-rules'
|
||||
import type { CustomerType } from '@/types'
|
||||
|
||||
const CUSTOMER_TYPES: CustomerType[] = ['individual', 'swedish_business', 'eu_business', 'non_eu_business']
|
||||
|
||||
export const vatTreatmentsResource: McpResource = {
|
||||
uri: 'gnubok://settings/vat-treatments',
|
||||
name: 'VAT Treatments',
|
||||
description: 'Available VAT treatments and rates per customer type, and the resulting moms ruta on the VAT declaration. Use before creating invoices to pick the right VAT rate.',
|
||||
mimeType: 'application/json',
|
||||
read: async () => {
|
||||
const matrix: Record<string, unknown> = {}
|
||||
|
||||
for (const ct of CUSTOMER_TYPES) {
|
||||
matrix[ct] = {
|
||||
unvalidated_vat: {
|
||||
rates: getAvailableVatRates(ct, false),
|
||||
default_rule: getVatRules(ct, false),
|
||||
},
|
||||
validated_vat: {
|
||||
rates: getAvailableVatRates(ct, true),
|
||||
default_rule: getVatRules(ct, true),
|
||||
},
|
||||
}
|
||||
}
|
||||
|
||||
return {
|
||||
treatments: ['standard_25', 'reduced_12', 'reduced_6', 'reverse_charge', 'export', 'exempt'],
|
||||
by_customer_type: matrix,
|
||||
notes: {
|
||||
eu_business_validated: 'Reverse charge applies — invoice 0%, customer self-accounts via moms ruta 39.',
|
||||
non_eu_business: 'Export — invoice 0%, no Swedish VAT, moms ruta 40.',
|
||||
mixed_rate: 'Invoice line items can have individual VAT rates; the engine generates per-rate lines.',
|
||||
},
|
||||
}
|
||||
},
|
||||
}
|
||||
Reference in New Issue
Block a user