MattssonandClaude Opus 4.8
53e343ee92
* feat: add Accounted MCP namespace * fix(bookkeeping): stop flagging verifikat whose underlag lives on a referenced supplier invoice The missing-underlag surfaces only accepted a document directly linked to the entry, so payment verifikat for supplier invoices (doc on the registration entry per design) and entries whose doc was pinned to the bank transaction before matching were falsely flagged; opening the entry showed the referenced doc and cleared the warning client-side, and it came back on reload. - verifikat_without_documents + transactions_without_documents now treat an entry as covered when a supplier invoice referencing it (registration or payment FK, or a supplier_invoice_payments row) carries a document anchored to a journal entry (BFL 5 kap 7 paragraf hänvisning till underlag; anchoring required because the WORM deletion guards key on document_attachments.journal_entry_id) - match-supplier-invoice routes (dashboard + v1) propagate the transaction's pinned document onto the payment verifikat, mirroring the categorize route; migration backfills rows already written (open unlocked periods, company-guarded, never steals a linked doc) - /api/documents/counts, the transactions-page badges, the bulk "Inget underlag krävs" count and the push-notification scheduler share the same reference-aware predicate, so every surface agrees with the RPC - counts route validates journal_entry_ids as UUIDs (they are interpolated into a PostgREST or-filter) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(transactions): align table columns flush with page edges Collapse the checkbox gutter column to zero width and hang the hover-revealed checkbox/expand chevron in the page margins, drop the outer padding so DATUM sits flush left and STATUS flush right, and tuck the overflow-menu dots under the middle of the STATUS header. Applied to both the inbox and history tables so they stay identical. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(arsredovisning): tie anlaggningstillgangar note to booked depreciation The ARL 5:8 roll-forward note recomputed depreciation from its own day-based linear formula (365.25/12 month length, non-inclusive day count, linear only), drifting ~20 kr per year per asset from the ledger-driven resultat- and balansrakning and misstating non-linear methods entirely. Note figures now come from posted depreciation_schedules rows (the same source disposeAsset reverses), falling back to the engine's computeAnnualDepreciation when nothing is posted; pre-onboarding opening balances iterate prior years through the engine. Adds a note-vs-trial-balance tie-out warning (accounts 1000-1299, over 1 kr) surfaced before download. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * refactor(stripe): move connect and sync surface from settings to import page Stripe's transaction feed is a continuous import source in the same category as the PSD2 bank connection, so its connect/sync surface now lives on the import page as a source card (mode=stripe), gated "kommer snart" on hosted like before; self-hosted keeps the full panel. - Import page: Stripe card after Koppla bank, renders the existing StripeSettingsPanel via the settings-panel registry - OAuth callback and panel cleanup return to /import?mode=stripe - Settings > Betalningar retired: nav item removed, route redirects, PaymentsSettingsContent deleted, legacy ?tab=payments mapped - New import.stripe_* strings in sv+en; dead settings_nav.payments removed Crons and sync logic unchanged; payment-link settings stay in the invoicing section. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> * fix(underlag): paginate missing-underlag cron and harden doc-surface queries Resolve PR review findings on bug/invalid-imports: - notification-scheduler: fetchAllRows on all 5 global reads; past 1000 rows the capped reads produced false "saknade underlag" notifications - bulk-missing: LOOKUP_CHUNK 300->150 so the twice-embedded .or() id list stays under the PostgREST URL limit - bulk-missing + transactions page: UUID-guard the .or()-interpolated id lists, matching documents/counts - match-supplier-invoice (dashboard + v1): log documentId/journalEntryId on the non-fatal doc-link warning - well-known/oauth-protected-resource: document the tool_namespace allow-list - messages/en: reword stripe_description - DECISIONS.md: record the asset ibAck tie-out and Tailwind !important calls Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(tic): convert registrationDate from Unix seconds to millisecond epoch in lookup and profile tests --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
35 lines
3.8 KiB
Markdown
35 lines
3.8 KiB
Markdown
# Accounted MCP server
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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/`.
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## Tool authoring contract
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Enforced by tests in `__tests__/`: these are not style preferences, they're guard rails.
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1. **`additionalProperties: false`** on every `inputSchema`. Guarded by `strict-schemas.test.ts`. Forces clear rejections on hallucinated fields instead of silent ignores.
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2. **Descriptions ≤ 280 chars.** Guarded by `output-schema.test.ts`. No `Args:` / `Returns:` / `Examples:` prose: those belong in JSON Schema. Use agent-native hints ("Use to…", "Call X first", "HIGH risk").
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3. **Staged-operation envelope** for write tools: `outputSchema: STAGED_OPERATION_SCHEMA` (`server.ts`). Fields: `staged, risk_level, actor, message, preview, period_status?, next?`. The `staged: true` boolean is the explicit completion signal; agents must not infer completion from prose. Do NOT introduce a parallel `{ success, shouldContinue, output }` envelope.
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4. **`period_status` threading**: any tool that ties to a fiscal-period-bound date (categorize, mark paid, create voucher, correct/reverse entry, approve supplier invoice) passes `dateForPeriodCheck` to `stagePendingOperation`. Response then includes `period_status: { period_id, status: open|locked|closed, lock_date }` so widgets and agents disable writes without round-trips.
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5. **Scope mapping**: every new tool needs an entry in `lib/auth/api-keys.ts` `TOOL_SCOPE_MAP`. Missing entries default to deny.
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6. **Tests for new write tools**: add staging-gate coverage to `__tests__/voucher-tools.test.ts` (or a sibling) plus executor coverage to `lib/pending-operations/__tests__/voucher-executors.test.ts` if the tool stages a new `operation_type`.
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## Determinism / cache stability
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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()`.
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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.
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## Payload-size watchdog
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`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.
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## Where things live
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- `server.ts`: the tools array + JSON-RPC dispatcher
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- `tool-result.ts`: `withNext()`, `toToolError()` response helpers
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- `resources/`: read-only `Accounted://` URIs (active company, period, recent activity, capabilities, attention items, voucher gaps, chart of accounts, VAT treatments)
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- `widgets/`: inline HTML widgets (receipt-matcher, vat-review)
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- `prompts/`: slash-command-style prompts
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- `skills/`: domain-knowledge skill bodies served via `gnubok_load_skill`
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- `__tests__/`: strictness guards + per-tool coverage
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