@kirjapro/mcp-server 0.3.0 → 0.5.0

package/CHANGELOG.md

@@ -1,5 +1,51 @@
 # Changelog
 
+## [0.5.0] - 2026-03-28
+
+### Added
+
+- **Recurring invoices CRUD** — 6 tools: `kirjapro_list_recurring_invoices`, `kirjapro_get_recurring_invoice`, `kirjapro_create_recurring_invoice`, `kirjapro_update_recurring_invoice`, `kirjapro_delete_recurring_invoice`, `kirjapro_trigger_recurring_invoice` for managing recurring invoice templates with weekly/monthly/quarterly/yearly scheduling
+- **Received invoices (read-only)** — 2 tools: `kirjapro_list_received_invoices`, `kirjapro_get_received_invoice` for viewing purchase invoices with status, sender, and amount filters
+- **PRH business lookup** — `kirjapro_lookup_business` tool to look up Finnish companies by Y-tunnus from PRH (Patent and Registration Office), returns official name, address, company form
+- **ALV summary report** — `kirjapro_get_alv_summary` tool for VAT return preparation with output/input VAT breakdown by rate and OmaVero field codes (301-320)
+- `invokeEdgeFunction()` utility for consistent, typed edge function invocation with error handling across all tools
+- **Typed Supabase client** — generated `database.types.ts` from production schema, wired `createClient<Database>()`. Removes all `as unknown as T` casts from tool files (reports, transactions, customers) — queries are now type-safe end-to-end
+- **Finnish compliance resources** — 5 new MCP resources exposing compliance knowledge: `kirjapro://compliance/vat` (rates, deduction rules, reverse charge, common mistakes), `kirjapro://compliance/invoicing` (AVL 209 e § 17 mandatory fields, hyvityslasku rules), `kirjapro://compliance/deadlines` (verokausi thresholds, filing periods, pienyrittäjä 20K€ threshold), `kirjapro://compliance/social-insurance` (2026 TyEL/sotu/TTV rates), `kirjapro://compliance/bookkeeping` (KPL requirements, retention periods, company size classification)
+- Enhanced tool descriptions with compliance context: VAT rate rules on `kirjapro_book_purchase`, filing deadline info on `kirjapro_get_alv_summary` and `kirjapro_book_vat_settlement`
+- Enhanced `kirjapro://vat-rates` resource with legal basis citations (AVL §) and rate change history
+
+## [0.4.0] - 2026-03-28
+
+### Fixed
+
+- **search_transactions pagination bug** — amount filters no longer cause unbounded fetches of all transactions into memory. Fetches are capped at 1000 rows, pagination (`total_count`, `has_more`) now works correctly with amount-filtered results
+- **Error message data exposure** — all Supabase/PostgREST errors are now sanitized before returning to MCP clients. Known error codes map to safe messages; unknown errors have table names, constraint names, and column names stripped. Raw errors are logged to stderr for debugging
+- **Report query safety caps** — dashboard, income statement, and balance sheet queries are capped at 50,000 journal entries to prevent memory exhaustion on large datasets. A warning is included in the response if the cap is reached
+
+### Added
+
+- `sanitizeDbError()` utility for consistent, safe error message handling across all tools
+
+## [0.3.0] - 2026-03-06
+
+### Added
+
+- **Transaction templates** — 3 tools: `kirjapro_list_templates`, `kirjapro_create_from_template`, `kirjapro_create_from_template_batch` for common Finnish bookkeeping patterns (cash/bank sales, purchases, rent, salary, bank transfer) with automatic VAT splitting
+- **Domain-specific booking tools** — 3 tools: `kirjapro_book_purchase` (with reverse charge and edustus support), `kirjapro_book_salary` (2-transaction salary with 2026 Finnish social insurance rates), `kirjapro_book_vat_settlement` (automatic ALV-tilitys from journal entries)
+- **Offers & contracts** — 5 tools: `kirjapro_list_offers`, `kirjapro_get_offer`, `kirjapro_create_offer`, `kirjapro_update_offer_status`, `kirjapro_delete_offer` with status state machine and event logging
+- Auto-resolve fiscal year when `fiscalYearId` is omitted (uses the single open fiscal year)
+- Account overrides for templates (e.g. swap bank account `{"2320": "2330"}`)
+
+### Fixed
+
+- Invoice number generation uses advisory-locked RPC to prevent race conditions
+- Invoice delete now handles existing payments on draft invoices
+- Missing `company_id` scoping on invoice/bank transaction update mutations
+- Partial payment now correctly transitions invoice status to `partial`
+- Bank transaction matching now sets `partial` status for incomplete payments
+- VAT settlement date clamped to fiscal year end to prevent out-of-range errors
+- Offer/customer queries use `.maybeSingle()` to prevent PGRST116 on empty results
+
 ## [0.2.0] - 2026-02-19
 
 ### Added

package/README.md

@@ -76,7 +76,7 @@ In Claude Code, run `/mcp` to see the available Kirjapro tools.
 
 *Either `KIRJAPRO_API_KEY` or all three legacy variables must be set.
 
-## Tools (28)
+## Tools (40)
 
 ### Read Tools
 
@@ -98,6 +98,9 @@ In Claude Code, run `/mcp` to see the available Kirjapro tools.
 | `kirjapro_get_balance_sheet` | Balance sheet (tase) as of a specific date |
 | `kirjapro_get_ar_aging` | Accounts receivable aging (0-30, 31-60, 61-90, 90+ days) |
 | `kirjapro_get_general_ledger` | General ledger (pääkirja) for one account with running balance |
+| `kirjapro_list_templates` | List transaction templates for common bookkeeping patterns |
+| `kirjapro_list_offers` | List offers/contracts with customer names |
+| `kirjapro_get_offer` | Get offer detail with lines, events, and VAT breakdown |
 
 ### Write Tools
 
@@ -112,6 +115,15 @@ In Claude Code, run `/mcp` to see the available Kirjapro tools.
 | `kirjapro_update_invoice_status` | Update invoice status with state machine validation |
 | `kirjapro_delete_invoice` | Delete draft invoices (audit-safe) |
 | `kirjapro_match_bank_transaction` | Match bank transaction to an invoice |
+| `kirjapro_create_from_template` | Create transaction from template with VAT splitting |
+| `kirjapro_create_from_template_batch` | Bulk create from templates (up to 50) |
+| `kirjapro_book_sale` | Book a sale with automatic VAT splitting (invoice/cash/prepaid) |
+| `kirjapro_book_purchase` | Book a purchase with VAT, reverse charge, or edustus |
+| `kirjapro_book_salary` | Book salary with 2026 Finnish social insurance rates |
+| `kirjapro_book_vat_settlement` | Book ALV-tilitys from journal entries |
+| `kirjapro_create_offer` | Create offer/contract with auto-generated number |
+| `kirjapro_update_offer_status` | Update offer status with state machine validation |
+| `kirjapro_delete_offer` | Delete draft offers/contracts |
 
 ### Validation Tools
 
@@ -147,8 +159,8 @@ Releases are automated via GitHub Actions. To publish:
 
 1. Update version in `package.json`, `server.json`, and `src/index.ts`
 2. Update `CHANGELOG.md`
-3. Commit and tag: `git tag mcp-server/v0.2.0`
-4. Push: `git push origin mcp-server/v0.2.0`
+3. Commit and tag: `git tag mcp-server/v0.3.0`
+4. Push: `git push origin mcp-server/v0.3.0`
 
 The workflow validates version consistency, runs tests, publishes to npm, and creates a GitHub Release.