@kansei-link/bantou 0.2.0 → 0.2.1

package/LICENSE

@@ -1,21 +1,21 @@
-MIT License
-
-Copyright (c) 2026 Synapse Arrows PTE. LTD.
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.
+MIT License
+
+Copyright (c) 2026 Synapse Arrows PTE. LTD.
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

@@ -1,110 +1,110 @@
-# @kansei-link/cockpit
-
-MCP (Model Context Protocol) server for Japanese tax accountant workflow automation.
-
-税理士業務の自動化を実現する MCP サーバー。仕訳分類・消費税判定・インボイス制度チェック・CSV取込を一気通貫で処理します。
-
-## Installation
-
-```bash
-npm install @kansei-link/cockpit
-```
-
-## Quick Start
-
-Add to your `claude_desktop_config.json`:
-
-```json
-{
-  "mcpServers": {
-    "cockpit": {
-      "command": "npx",
-      "args": ["@kansei-link/cockpit"],
-      "env": {
-        "COCKPIT_DATA_DIR": "/path/to/data"
-      }
-    }
-  }
-}
-```
-
-## Key Features
-
-- **Two-stage classifier** -- Stage 1: keyword matching across 19 categories with 500+ keywords; Stage 2: Claude AI fallback for ambiguous entries
-- **TaxRuleEngine** -- Consumption tax with 8%/10% reduced rate logic, overseas SaaS and ad platform detection, withholding tax calculation, asset tier classification, and invoice system (インボイス制度) checker with transitional period handling
-- **CSV adapters** -- Auto-detect and parse Yayoi (弥生), freee, and generic CSV formats
-- **Persistent memory** -- Linksee Memory integration that learns from corrections and recalls learned patterns
-- **Confidence routing** -- Automatic routing to `auto_register`, `auto_register_with_log`, or `human_review` based on confidence scores and business rules
-- **200 tests** -- Comprehensive test suite including end-to-end integration tests
-
-## Architecture
-
-The classification pipeline processes each transaction through sequential stages:
-
-```
-CSV Input
-  |
-  v
-[CSV Adapter] -- Auto-detect format (Yayoi / freee / generic)
-  |
-  v
-[Normalizer] -- Text normalization, full-width/half-width conversion
-  |
-  v
-[Stage 1: Keyword Classifier] -- 19 categories, 500+ keyword rules
-  |  (high confidence)         |  (low confidence)
-  v                            v
-[TaxRuleEngine]        [Stage 2: Claude AI Classifier]
-  |                            |
-  v                            v
-[TaxRuleEngine]         [TaxRuleEngine]
-  |                            |
-  v                            v
-[Confidence Router] -- auto_register / auto_register_with_log / human_review
-  |
-  v
-[Memory Store] -- Persist corrections, recall patterns (Linksee Memory)
-```
-
-### TaxRuleEngine Details
-
-- **Consumption tax**: Standard 10%, reduced rate 8% (food/beverages, newspapers)
-- **Overseas detection**: SaaS platforms (AWS, Azure, GCP, etc.), advertising (Google Ads, Meta Ads, etc.) -- reverse charge applicable
-- **Withholding tax**: Professional fees, royalties, and other specified payments
-- **Asset classification**: Expense / depreciable asset / lump-sum depreciable asset / small-value asset based on acquisition cost tiers
-- **Invoice checker**: Registration number validation, transitional credit periods (2023-10 through 2029-09)
-
-## Configuration
-
-### Environment Variables
-
-| Variable | Description | Default |
-|---|---|---|
-| `COCKPIT_DATA_DIR` | Path to data directory containing keyword dictionaries and tax rules | `./data` |
-
-### Data Files
-
-The `data/` directory contains:
-
-- `keyword-dict/jp-tax-baseline-v1.json` -- Keyword dictionary for Stage 1 classification (19 categories, 500+ rules)
-- `tax-rules/jp-tax-rules-v1.json` -- Consumption tax rates, overseas SaaS/ad platforms, withholding rules, asset tiers, invoice system config
-- `exclusion-rules/jp-tax-baseline-v1.json` -- Patterns to exclude non-classifiable transactions (ATM, salary, transfers, etc.)
-
-## Development
-
-```bash
-# Run in development mode
-npm run dev
-
-# Run tests
-npm test
-
-# Build
-npm run build
-```
-
-## License
-
-MIT -- see [LICENSE](./LICENSE) for details.
-
-Copyright (c) 2026 Synapse Arrows PTE. LTD.
+# @kansei-link/cockpit
+
+MCP (Model Context Protocol) server for Japanese tax accountant workflow automation.
+
+税理士業務の自動化を実現する MCP サーバー。仕訳分類・消費税判定・インボイス制度チェック・CSV取込を一気通貫で処理します。
+
+## Installation
+
+```bash
+npm install @kansei-link/cockpit
+```
+
+## Quick Start
+
+Add to your `claude_desktop_config.json`:
+
+```json
+{
+  "mcpServers": {
+    "cockpit": {
+      "command": "npx",
+      "args": ["@kansei-link/cockpit"],
+      "env": {
+        "COCKPIT_DATA_DIR": "/path/to/data"
+      }
+    }
+  }
+}
+```
+
+## Key Features
+
+- **Two-stage classifier** -- Stage 1: keyword matching across 19 categories with 500+ keywords; Stage 2: Claude AI fallback for ambiguous entries
+- **TaxRuleEngine** -- Consumption tax with 8%/10% reduced rate logic, overseas SaaS and ad platform detection, withholding tax calculation, asset tier classification, and invoice system (インボイス制度) checker with transitional period handling
+- **CSV adapters** -- Auto-detect and parse Yayoi (弥生), freee, and generic CSV formats
+- **Persistent memory** -- Linksee Memory integration that learns from corrections and recalls learned patterns
+- **Confidence routing** -- Automatic routing to `auto_register`, `auto_register_with_log`, or `human_review` based on confidence scores and business rules
+- **200 tests** -- Comprehensive test suite including end-to-end integration tests
+
+## Architecture
+
+The classification pipeline processes each transaction through sequential stages:
+
+```
+CSV Input
+  |
+  v
+[CSV Adapter] -- Auto-detect format (Yayoi / freee / generic)
+  |
+  v
+[Normalizer] -- Text normalization, full-width/half-width conversion
+  |
+  v
+[Stage 1: Keyword Classifier] -- 19 categories, 500+ keyword rules
+  |  (high confidence)         |  (low confidence)
+  v                            v
+[TaxRuleEngine]        [Stage 2: Claude AI Classifier]
+  |                            |
+  v                            v
+[TaxRuleEngine]         [TaxRuleEngine]
+  |                            |
+  v                            v
+[Confidence Router] -- auto_register / auto_register_with_log / human_review
+  |
+  v
+[Memory Store] -- Persist corrections, recall patterns (Linksee Memory)
+```
+
+### TaxRuleEngine Details
+
+- **Consumption tax**: Standard 10%, reduced rate 8% (food/beverages, newspapers)
+- **Overseas detection**: SaaS platforms (AWS, Azure, GCP, etc.), advertising (Google Ads, Meta Ads, etc.) -- reverse charge applicable
+- **Withholding tax**: Professional fees, royalties, and other specified payments
+- **Asset classification**: Expense / depreciable asset / lump-sum depreciable asset / small-value asset based on acquisition cost tiers
+- **Invoice checker**: Registration number validation, transitional credit periods (2023-10 through 2029-09)
+
+## Configuration
+
+### Environment Variables
+
+| Variable | Description | Default |
+|---|---|---|
+| `COCKPIT_DATA_DIR` | Path to data directory containing keyword dictionaries and tax rules | `./data` |
+
+### Data Files
+
+The `data/` directory contains:
+
+- `keyword-dict/jp-tax-baseline-v1.json` -- Keyword dictionary for Stage 1 classification (19 categories, 500+ rules)
+- `tax-rules/jp-tax-rules-v1.json` -- Consumption tax rates, overseas SaaS/ad platforms, withholding rules, asset tiers, invoice system config
+- `exclusion-rules/jp-tax-baseline-v1.json` -- Patterns to exclude non-classifiable transactions (ATM, salary, transfers, etc.)
+
+## Development
+
+```bash
+# Run in development mode
+npm run dev
+
+# Run tests
+npm test
+
+# Build
+npm run build
+```
+
+## License
+
+MIT -- see [LICENSE](./LICENSE) for details.
+
+Copyright (c) 2026 Synapse Arrows PTE. LTD.

package/data/exclusion-rules/README.md

@@ -1,104 +1,104 @@
-# Cockpit MCP — Exclusion Rules
-
-## What this is
-
-Cockpit MCP's **Stage 0 filter** runs BEFORE the keyword/AI classifier. It identifies transactions that should NOT be auto-journalized — they get escalated to human review instead.
-
-This is the **practitioner-style 7-rule exclusion** pattern. From the reference note:
-
-> 自動仕訳で一番怖いのは「本来仕訳すべきでないものを仕訳してしまう」ことです。
-> 「何を自動化して、何を人間が見るか」の線引きを明確にしているからこそ、安全に60社を回せています。
-
-The 7 rules:
-
-1. **内容不明デビット** — "デビット+数字" だけで店名なし → 人間が利用明細確認
-2. **借入金返済** — 元本+利息 内訳必要 → freee 借入金返済 wizard 推奨
-3. **社会保険料・税金** — 法定福利費 / 預り金 / 租税公課 判断必要
-4. **給与支払い** — 給与計算結果と連動必要 → freee 人事労務 wizard
-5. **投資・資産運用** — 投資有価証券 / 雑所得 / 譲渡益 判断、 税理士判断
-6. **ATM出金・残高調整** — 口座振替別処理、 cash_balance_adjustment workflow へ
-7. **公共料金** — 事業 vs 個人按分必要 → 手動比率設定
-
-## How matching works
-
-```
-Transaction (= memo, amount, date, partner_name)
-       ↓
-Stage 0 (Exclusion Rules)
-       ├─ Rule 1 match? → human_review (rule_id, reason)
-       ├─ Rule 2 match? → human_review
-       ├─ ...
-       └─ No match → proceed to Stage 1
-                        ↓
-                  Stage 1 (Keyword Dict)
-                        ├─ Match? → return classification
-                        └─ No match → Stage 2
-                                        ↓
-                                  Stage 2 (Claude API fallback)
-                                  → return with confidence (high/medium/low)
-                                  → low confidence → human review
-```
-
-## Action types
-
-- **human_review**: Transaction goes to "確認待ち" queue. Tax accountant reviews + manually classifies.
-- **alternative_workflow**: Transaction is routed to a different workflow (e.g., ATM withdrawal → cash_balance_adjustment, NOT auto-journalized but auto-handled).
-- **skip_silently**: Transaction is ignored entirely (= for noise filtering, rare use).
-
-## Per-firm overrides
-
-Each Cockpit user (= 税理士事務所) can define overrides:
-
-```json
-{
-  "firm_id": "tanaka-tax-office",
-  "rule_overrides": [
-    {
-      "rule_id": "investment",
-      "additional_keywords": ["弊社専用ファンド名"],
-      "exclude_keywords": ["NISA"]
-    },
-    {
-      "rule_id": "salary_payment",
-      "disabled": true,
-      "reason": "うちの事務所は freee HR 連動完成済"
-    }
-  ]
-}
-```
-
-→ Stored in Cockpit Web Dashboard, applied per-instance via Cockpit MCP.
-
-## Validation
-
-```bash
-# Schema validation (TODO: add to CI)
-node scripts/validate-exclusion-rules.js data/exclusion-rules/*.json
-```
-
-## Smoke test scenarios
-
-`packages/cockpit-mcp/tests/exclusion-rules.test.ts` covers:
-
-1. "デビット 12345" → unknown_debit, human_review
-2. "公庫 利息支払い" → loan_repayment
-3. "源泉所得税納付" → social_insurance_tax
-4. "給与 山田太郎" + freee HR list 含む → salary_payment
-5. "野村證券 譲渡代金" → investment
-6. "セブン銀行ATM出金" → atm_withdrawal → cash_balance_adjustment workflow
-7. "東京水道局" → utilities (公共料金)
-8. "Suica チャージ" → no match → proceed to Stage 1 (= 旅費交通費 にいく)
-
-## Partnership note
-
-These 7 rules are the canonical practitioner playbook. Year 1 closed beta:
-- Tax practitioner reviews + signs off (= 「これが私の 7 rule で間違いない」)
-- Co-author credit in `maintainer` field
-- His extensions (= 8th, 9th rule) merged via PR
-
-## See also
-
-- Schema: [`../exclusion-rules-schema.json`](../exclusion-rules-schema.json)
-- Architecture: [`../../docs/architecture.md`](../../docs/architecture.md)
-- keyword-dict (Stage 1): [`../keyword-dict/README.md`](../keyword-dict/README.md)
-- Strategy: [synapse-arrows-playbook Doc 10](https://github.com/michielinksee/synapse-arrows-playbook/blob/main/04-tooling-gaps/10-kansei-link-cockpit-strategy.md)
+# Cockpit MCP — Exclusion Rules
+
+## What this is
+
+Cockpit MCP's **Stage 0 filter** runs BEFORE the keyword/AI classifier. It identifies transactions that should NOT be auto-journalized — they get escalated to human review instead.
+
+This is the **practitioner-style 7-rule exclusion** pattern. From the reference note:
+
+> 自動仕訳で一番怖いのは「本来仕訳すべきでないものを仕訳してしまう」ことです。
+> 「何を自動化して、何を人間が見るか」の線引きを明確にしているからこそ、安全に60社を回せています。
+
+The 7 rules:
+
+1. **内容不明デビット** — "デビット+数字" だけで店名なし → 人間が利用明細確認
+2. **借入金返済** — 元本+利息 内訳必要 → freee 借入金返済 wizard 推奨
+3. **社会保険料・税金** — 法定福利費 / 預り金 / 租税公課 判断必要
+4. **給与支払い** — 給与計算結果と連動必要 → freee 人事労務 wizard
+5. **投資・資産運用** — 投資有価証券 / 雑所得 / 譲渡益 判断、 税理士判断
+6. **ATM出金・残高調整** — 口座振替別処理、 cash_balance_adjustment workflow へ
+7. **公共料金** — 事業 vs 個人按分必要 → 手動比率設定
+
+## How matching works
+
+```
+Transaction (= memo, amount, date, partner_name)
+       ↓
+Stage 0 (Exclusion Rules)
+       ├─ Rule 1 match? → human_review (rule_id, reason)
+       ├─ Rule 2 match? → human_review
+       ├─ ...
+       └─ No match → proceed to Stage 1
+                        ↓
+                  Stage 1 (Keyword Dict)
+                        ├─ Match? → return classification
+                        └─ No match → Stage 2
+                                        ↓
+                                  Stage 2 (Claude API fallback)
+                                  → return with confidence (high/medium/low)
+                                  → low confidence → human review
+```
+
+## Action types
+
+- **human_review**: Transaction goes to "確認待ち" queue. Tax accountant reviews + manually classifies.
+- **alternative_workflow**: Transaction is routed to a different workflow (e.g., ATM withdrawal → cash_balance_adjustment, NOT auto-journalized but auto-handled).
+- **skip_silently**: Transaction is ignored entirely (= for noise filtering, rare use).
+
+## Per-firm overrides
+
+Each Cockpit user (= 税理士事務所) can define overrides:
+
+```json
+{
+  "firm_id": "tanaka-tax-office",
+  "rule_overrides": [
+    {
+      "rule_id": "investment",
+      "additional_keywords": ["弊社専用ファンド名"],
+      "exclude_keywords": ["NISA"]
+    },
+    {
+      "rule_id": "salary_payment",
+      "disabled": true,
+      "reason": "うちの事務所は freee HR 連動完成済"
+    }
+  ]
+}
+```
+
+→ Stored in Cockpit Web Dashboard, applied per-instance via Cockpit MCP.
+
+## Validation
+
+```bash
+# Schema validation (TODO: add to CI)
+node scripts/validate-exclusion-rules.js data/exclusion-rules/*.json
+```
+
+## Smoke test scenarios
+
+`packages/cockpit-mcp/tests/exclusion-rules.test.ts` covers:
+
+1. "デビット 12345" → unknown_debit, human_review
+2. "公庫 利息支払い" → loan_repayment
+3. "源泉所得税納付" → social_insurance_tax
+4. "給与 山田太郎" + freee HR list 含む → salary_payment
+5. "野村證券 譲渡代金" → investment
+6. "セブン銀行ATM出金" → atm_withdrawal → cash_balance_adjustment workflow
+7. "東京水道局" → utilities (公共料金)
+8. "Suica チャージ" → no match → proceed to Stage 1 (= 旅費交通費 にいく)
+
+## Partnership note
+
+These 7 rules are the canonical practitioner playbook. Year 1 closed beta:
+- Tax practitioner reviews + signs off (= 「これが私の 7 rule で間違いない」)
+- Co-author credit in `maintainer` field
+- His extensions (= 8th, 9th rule) merged via PR
+
+## See also
+
+- Schema: [`../exclusion-rules-schema.json`](../exclusion-rules-schema.json)
+- Architecture: [`../../docs/architecture.md`](../../docs/architecture.md)
+- keyword-dict (Stage 1): [`../keyword-dict/README.md`](../keyword-dict/README.md)
+- Strategy: [synapse-arrows-playbook Doc 10](https://github.com/michielinksee/synapse-arrows-playbook/blob/main/04-tooling-gaps/10-kansei-link-cockpit-strategy.md)