@getoatmilk/cli 0.3.33 → 0.3.34

package/README.md

@@ -221,23 +221,68 @@ the selected person's secure number form and checks its saved masked result. Raw
 command arguments, Ask AI or MCP tools.
 
 Settings › My tax details shows your optional personal SIN's masked status, company permissions, each named accountant's
-access, requests, notices and history. Choose the company, purpose, fiscal year, exact accountant and end date in the
-terminal; your own signed-in account confirms the prepared review. The terminal checks until that review is confirmed,
+access, requests, notices and history. Save your SIN independently of any company. Sharing lists every company with
+a verified association, including contractor and team roles; a shareholder record is needed when the chosen filing
+requires one. Choose the company, purpose, reporting period, named accountants and end date in the terminal; your own
+signed-in account confirms the prepared review. The terminal checks until that review is confirmed,
 or shows its failure or expiry. Withdrawal, accountant revocation, voluntary request decline, company cancellation and
 delivery status work natively. Saving your number alone gives no company permission. Company-held numbers can remain
 on the company's secure form without moving them to a personal account.
 Open it directly with `oatmilk --page '/account?section=tax-details'`, including before joining or creating a workspace.
 The account screen uses your own sign-in; `Ctrl+W` opens the normal company workspace selection when you need it.
+If a filing needs a missing shareholder person, the terminal keeps the company, purpose and period while an
+administrator explicitly reviews an existing record or adds their real details. Other people can ask a selected
+verified administrator, track the saved setup task and cancel it. The assigned administrator opens the native task
+and saves the actual person in the register. Setup creates no shares or SIN-sharing permission.
+
+`Ctrl+A` on the account screen opens your personal Ask AI chat, including for contractors and people with no workspace.
+`v` opens a returned private native form in place. That form privately checks the company and person, keeps known
+purpose, year and recipients, and shows the exact approval. Company names, people and register details stay out of
+the account model. Raw SIN entry stays in the secure browser form. `/chats`, `/new` and `/retry` manage only your
+account chats; `--no-ai` keeps them off. The same account connection is available headless:
+
+```sh
+oatmilk exec --page '/account?section=tax-details' 'Help me share my tax details for a filing'
+oatmilk chats --page '/account?section=tax-details' --json
+```
+
+A company chat opens private tax work with `Ctrl+G` on its **Private tax form** offer. The form checks your own
+connection separately; its private company information is never returned to that company chat.
+
+An administrator can also add a known person's real shareholder details while requesting their T2 information. The
+native form explicitly chooses an existing register person or adds real details, preserves ownership records, and
+notifies the person. Assigned setup tasks use their saved company and current request/register revisions without
+requiring an active workspace. Setup completion and consent to share remain separate.
+
+Press `i` in My tax details, or `t` in Accountant work, for the company's explicitly shared tax details. The native
+index shows the exact person, reporting purpose and period, masked status and blockers. `c` chooses a verified company;
+`a` lets its administrator request details from a known member or contractor without a shareholder record. Requests
+retain the selected accountants and delivery state. Full number view and copy use the exact secure browser form.
 
 Accountants connect through OAuth's existing MCP view and comment permissions. With Comments access they can ask a
 year-end question, request a category change from a transaction (`C`), download an answer's evidence and accept or reopen
 their own question. Administrators can proactively grant or revoke company tax-number view in Accountant work › Access;
 personal account permission remains separate. Full number entry, positive personal sharing consent and number reveal
 use the secure signed-in browser review. The CLI displays metadata and masked status only.
+
+Accountants can ask an administrator to classify or reconcile saved records: `q` on financial statements, financial
+checks or Reports; `w` on one transaction or bank line; `W` for an exact subset of loaded rows. The terminal previews
+the real report line, account, total or check, keeps book and bank totals separate by currency, and lets you choose the
+records and verified administrator before sending. The approval also covers the later completion notice.
+
+Open the assigned task from Requests, or press `w` in Accountant work to open the work queue. The native detail shows
+the original and current records, remaining checks and notification delivery state. Administrators use `c` to classify,
+`m` to match a receipt or create the missing bank record, and `a` to review the current book record. Matching supports
+explicit currency amounts and exchange-rate proof. `s` explains an already-correct record only when its checks pass;
+`b` returns a source question. Saved record checks decide completion. The requesting accountant reviews all records
+before `a` accepts the work, or `r` reopens it. `x` cancels through the work request's own action.
+
 The headless catalog exposes the same supported actions, for example:
 
 ```sh
 oatmilk actions tax.questions.list
+oatmilk actions accountant.work.preview
+oatmilk actions accountant.work.request
 oatmilk api tax.questions.list '{"period":{"kind":"corporate","from":"2025-08-01","to":"2026-07-31"}}'
 oatmilk api accountant.comments.list '{}'
 oatmilk api personalTax.get '{}'