* feat(reports): custom date ranges on report endpoints in REST v1 and MCP, plus PDF export via API
Requested by a v1/MCP user: the web UI can produce resultat- and
balansrapport for a custom period with PDF export, but REST v1 and the
MCP tools only served whole fiscal years and silently ignored
from_date/to_date.
- v1 income-statement: optional from_date/to_date (validated against the
fiscal period via the same parseReportDateRange the dashboard uses)
- v1 balance-sheet: same, plus as_of as the natural alias for to_date
(mutually exclusive with it)
- Unknown query params on these report routes now return
VALIDATION_ERROR with the unknown and allowed names instead of being
silently dropped (scoped to these routes, not a global v1 change)
- MCP gnubok_get_income_statement: from_date/to_date;
gnubok_get_balance_sheet: as_of_date; both validate format, in-period
and ordering, and reject unknown args (tools/list payload bench held
under the ceiling by trimming the same tools' descriptions)
- New v1 PDF endpoints reports/{income-statement,balance-sheet}/pdf,
byte-equivalent to the dashboard export: the K2/K3 grouping and the
balance gate moved to lib/reports/financial-statement-pdf.ts, shared
by both surfaces
- Both JSON endpoints echo the effective range in data.period
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(reports): range semantics, empty-date validation, and review findings on PR #1909
Consolidated resolution of the skeptic refutations, CI failures, and
CodeRabbit findings:
- Ranged income statement summed closing balances, so from_date after
period start returned year-to-date figures mislabeled as the range
(July revenue reported as Jan-Jul on JSON, PDF, and MCP). The trial
balance rolls pre-range P&L activity into opening columns, so
generateIncomeStatement now builds from period movements whenever
fromDate is set, matching the resultatrapport convention. Full-period
behavior is unchanged; generator-level regression tests added.
- from_date dropped from the v1 balance-sheet routes (JSON + PDF): a
balansraking is a cumulative position, not a flow over a window
(ÅRL 3 kap); matches the MCP tool's as_of_date-only surface.
- Empty date values (from_date=) now fail validation instead of
silently producing a full-period report with an empty period echo
(null-check instead of truthiness in parseReportDateRange).
- dry_run, read by the withApiV1 wrapper on every request, is tolerated
by the strict param check instead of being rejected as unknown.
- Unbalanced balansrakning on the v1 PDF route returns 400 (caller-data
condition), matching the dashboard export, instead of 500.
- skills/accounted-api regenerated (apiskill:check gate).
- Removed the ISO_DATE_RE import that collided with the pre-existing
local declaration in the MCP server (TS2440 on core build).
- CodeRabbit: 401 tests for both PDF endpoints; event bus cleared in
the new MCP test's beforeEach.
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. Add ?tool_namespace=accounted for the Accounted tool names. Requests without it retain the legacy Gnubok namespace. OAuth and stdio bridges live alongside the API surface: see app/api/mcp-oauth/, packages/accounted-mcp/, and the compatibility package in 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. If the test fires, the right answer is rarely "raise the ceiling". Instead, trim descriptions or set specialized wide tools to catalogVisibility: 'search'. Those tools remain discoverable with full schemas through gnubok_search_tools and callable through tools/call without bloating the default catalog.
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