Jakob WennbergandClaude Fable 5
01dbef4015
* feat(dimensions): PR4 reports — dimension-filtered P&L everywhere + Resultat per projekt/kostnadsställe The Project P&L milestone of the dimensions plan (dev_docs §7 PR4). One choke point lights up everything: generateTrialBalance gains options.dimensions (SIE dim → code map) pushed down as jsonb containment (dimensions @>, served by idx_jel_dimensions_gin) on both line queries, with company-wide opening balances dropped when filtered (they cannot be dimension-scoped; P&L-safe by whitelist). Resultatrapport, resultaträkning, huvudbok, monthly-breakdown and the TB drill-down inherit the filter; the KPI route filters only its P&L-side inputs (income statement, months, expense composition) — never cash/VAT. New report lib/reports/dimension-pnl.ts — "Resultat per projekt/ kostnadsställe" (Fortnox Resultatrapport projekt): value-as-column matrix over one dimension with an explicit "(Utan dimension)" bucket computed as the residual against the same trial-balance pass resultatrapport uses, so every row and the Totalt column reconcile with the unfiltered resultatrapport by construction. Registered in REPORT_CATALOG (visible only when dimensions_enabled), slug-routed view + xlsx export. UI: DimensionFilter (dimension + value picker, persistent "Filtrerad — ej fullständig rapport" chip) mounts in FocusedReport for catalog entries flagged dimensions: true; huvudbok rows show line dim codes. Statutory exclusion pinned by TEST, not convention: lib/reports/__tests__/dimension-statutory-guard.test.ts fails if the filter parser leaks into balance sheet, balansrapport, kassaflöde, VAT, SIE or full-archive routes/generators, or if the catalog whitelist widens. MCP: new gnubok_get_dimension_pnl (reports:read); dimensions filter arg on get_trial_balance/get_income_statement/get_general_ledger with resolve-don't-select (names → registry codes, resolution echoes); query_journal totals fixed to aggregate the FULL match set (was silently slice-scoped while claiming otherwise) with an honest totals_scope field, plus group_by / group_by_dimension aggregation. Also: voucher-detail dim-6 badge now uses the registry name instead of the non-standard "PR" abbreviation (#859 review follow-up). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(dimensions): address #862 review — export disclosure, prior-column suppression, period-label honesty, route hardening - Filtered XLSX/PDF exports now carry the partial-view disclosure past the file boundary (BFNAR 2013:2): filename suffix (-dim6-p001), a "Filtrerad … — ej fullständig rapport" row on every sheet, and a header note/title line in the PDFs. - Resultatrapport drops the prior-year column when a dimension filter is active — project codes are time-limited under K2/K3, so "this code last year" may be a different project (same rule as narrowed date ranges). - dimension-pnl no longer accepts fromDate: the matrix is cumulative from period_start by design (closing-balance semantics), and the period label now states exactly that instead of echoing a lower bound that was never applied. Routes/MCP tool updated to toDate-only. - dimension-pnl routes 404 on an unknown/foreign period id and cap dim_no to 4 digits (matching the MCP tool's PostgREST-path guard, which the generator now also enforces itself). - Statutory-guard test's generateTrialBalance call-site scan is paren-aware instead of a 300-char window; added fully-untagged and injection-guard test cases. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Accounted MCP server
JSON-RPC 2.0 server exposing the Accounted bookkeeping engine to MCP clients (Claude Desktop, Claude Code, etc.). Endpoint: /api/extensions/ext/mcp-server/mcp. OAuth and stdio bridge live alongside the API surface — see app/api/mcp-oauth/ and packages/gnubok-mcp/.
Tool authoring contract
Enforced by tests in __tests__/ — these are not style preferences, they're guard rails.
additionalProperties: falseon everyinputSchema. Guarded bystrict-schemas.test.ts. Forces clear rejections on hallucinated fields instead of silent ignores.- Descriptions ≤ 280 chars. Guarded by
output-schema.test.ts. NoArgs:/Returns:/Examples:prose — those belong in JSON Schema. Use agent-native hints ("Use to…", "Call X first", "HIGH risk"). - Staged-operation envelope for write tools —
outputSchema: STAGED_OPERATION_SCHEMA(server.ts). Fields:staged, risk_level, actor, message, preview, period_status?, next?. Thestaged: trueboolean is the explicit completion signal; agents must not infer completion from prose. Do NOT introduce a parallel{ success, shouldContinue, output }envelope. period_statusthreading — any tool that ties to a fiscal-period-bound date (categorize, mark paid, create voucher, correct/reverse entry, approve supplier invoice) passesdateForPeriodChecktostagePendingOperation. Response then includesperiod_status: { period_id, status: open|locked|closed, lock_date }so widgets and agents disable writes without round-trips.- Scope mapping — every new tool needs an entry in
lib/auth/api-keys.tsTOOL_SCOPE_MAP. Missing entries default to deny. - Tests for new write tools — add staging-gate coverage to
__tests__/voucher-tools.test.ts(or a sibling) plus executor coverage tolib/pending-operations/__tests__/voucher-executors.test.tsif the tool stages a newoperation_type.
Determinism / cache stability
Tool definitions (name, description, inputSchema, outputSchema, annotations) are declared as static object literals at module load — no timestamps, no UUIDs, no Date/Math.random in the definition layer. This makes the tools/list JSON payload byte-stable across requests, which lets agent-side prompt caches stay warm. Do not introduce per-request non-determinism into the definitions block. Anything time-bound or random belongs inside execute().
For internal Anthropic API usage (today only extensions/general/invoice-inbox/lib/extract-invoice-fields.ts): annotate stable prefixes with cache_control: { type: 'ephemeral' } and log usage.cache_read_input_tokens for hit-ratio observability. The 1h TTL from the agent-native API plan (item 10) requires the direct Anthropic API; Accounted's Bedrock path defaults to a shorter TTL.
Payload-size watchdog
payload-size.bench.test.ts enforces a tools/list JSON payload ceiling (currently 36,000 tokens — bumped from 32,000 when top-level Tool.title landed on all tools for Claude Connectors Directory readiness). If the test fires, the right answer is rarely "raise the ceiling" — instead, trim descriptions or leverage gnubok_search_tools (already deployed; tool definitions can defer to it for discovery rather than enumerating in tools/list).
Where things live
server.ts— the tools array + JSON-RPC dispatchertool-result.ts—withNext(),toToolError()response helpersresources/— read-onlyAccounted://URIs (active company, period, recent activity, capabilities, attention items, voucher gaps, chart of accounts, VAT treatments)widgets/— inline HTML widgets (receipt-matcher, vat-review)prompts/— slash-command-style promptsskills/— domain-knowledge skill bodies served viagnubok_load_skill__tests__/— strictness guards + per-tool coverage