@getoatmilk/cli 0.3.31 → 0.3.32

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Files changed (3) hide show
  1. package/README.md +18 -3
  2. package/dist/oatmilk.js +289 -242
  3. package/package.json +1 -1
package/README.md CHANGED
@@ -216,18 +216,33 @@ Run `oatmilk` (or `oatmilk "What needs me today?"` to start with a question).
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  Tax preparation has native year-end questions (`q`), sales tax coverage (`s`), and accountant work (`a`). Saved answers,
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  changed records, original-currency totals, missing CAD amounts and supporting evidence stay visible. Administrators and
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- finance teammates can answer the company questions and upload PDF or photo originals. Settings also opens shareholder
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- tax details, where administrators enter numbers in a masked field and everyone reads only masked values.
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+ finance teammates can answer the company questions and upload PDF or photo originals. Shareholder tax details opens
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+ the selected person's secure number form and checks its saved masked result. Raw numbers never go into terminal forms,
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+ command arguments, Ask AI or MCP tools.
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+
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+ Settings › My tax details shows your optional personal SIN's masked status, company permissions, each named accountant's
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+ access, requests, notices and history. Choose the company, purpose, fiscal year, exact accountant and end date in the
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+ terminal; your own signed-in account confirms the prepared review. The terminal checks until that review is confirmed,
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+ or shows its failure or expiry. Withdrawal, accountant revocation, voluntary request decline, company cancellation and
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+ delivery status work natively. Saving your number alone gives no company permission. Company-held numbers can remain
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+ on the company's secure form without moving them to a personal account.
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+ Open it directly with `oatmilk /account?section=tax-details`, including before joining or creating a workspace.
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+ The account screen uses your own sign-in; `Ctrl+W` opens the normal company workspace selection when you need it.
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  Accountants connect through OAuth's existing MCP view and comment permissions. With Comments access they can ask a
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  year-end question, request a category change from a transaction (`C`), download an answer's evidence and accept or reopen
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- their own question. Administrator approvals, expanded access and full tax number reveals require the signed-in browser.
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+ their own question. Administrators can proactively grant or revoke company tax-number view in Accountant work › Access;
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+ personal account permission remains separate. Full number entry, positive personal sharing consent and number reveal
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+ use the secure signed-in browser review. The CLI displays metadata and masked status only.
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  The headless catalog exposes the same supported actions, for example:
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  ```sh
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  oatmilk actions tax.questions.list
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  oatmilk api tax.questions.list '{"period":{"kind":"corporate","from":"2025-08-01","to":"2026-07-31"}}'
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  oatmilk api accountant.comments.list '{}'
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+ oatmilk api personalTax.get '{}'
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+ oatmilk api personalTax.requests.list '{"status":"all"}'
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+ oatmilk api personalTax.notifications.list '{}'
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  ```
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  ## Your data