@kirjapro/mcp-server 0.8.2 → 0.8.4

package/CHANGELOG.md

@@ -1,6 +1,15 @@
 # Changelog
 
-## [0.8.2] - Unreleased
+## [0.8.4] - 2026-09-25
+
+- Return the latest company-scoped financial-statement preparation snapshot in
+  the separate `preparation` field, including its profile, topic assessments,
+  revision and review status. This is a read-only view of preparation work;
+  a reviewed assessment does not mean a complete or signed financial statement.
+- Clarify the limitations of the existing financial-statement notes worksheet.
+- Synchronize generated database types with the deployed preparation schema.
+
+## [0.8.2] - 2026-09-23
 
 - Subtract finalized same-company credit notes from invoice-detail balances and
   manual/bank payment preflight. Preserve signed detail/manual-payment results,
@@ -19,8 +28,7 @@
   Preserve the company-scoped customer check and return errors for unavailable
   or invalid aggregate metrics instead of a zero summary.
 - Review affected tool fingerprints for the additive output fields and corrected
-  balance/payment descriptions. This work is local, accompanies the pending
-  credit-aware payment migrations, and has not been deployed or published.
+  balance/payment descriptions.
 
 ## [0.8.1] - 2026-09-05
 

package/dist/index.js

@@ -35678,7 +35678,7 @@ var StdioServerTransport = class {
 import { createClient } from "@supabase/supabase-js";
 
 // src/version.ts
-var VERSION = "0.8.2";
+var VERSION = "0.8.4";
 
 // src/auth.ts
 var SUPABASE_PROJECT_URL = "https://tifewzsimmyoiepblhld.supabase.co";
@@ -38701,31 +38701,27 @@ function registerReportTools(server2) {
           `Fiscal year ${fiscalYearId} not found. Use kirjapro_list_fiscal_years to find available fiscal years.`
         );
       }
-      const JOURNAL_ENTRY_CAP = 5e4;
-      const [entriesResult, txCountResult, invoiceResult, bankResult] = await Promise.all([
-        // Revenue & expense totals from journal entries (capped to prevent OOM on large datasets)
-        supabase2.from("journal_entries").select(`
-            debit_amount, credit_amount,
-            account:accounts!inner(account_type),
-            transaction:transactions!inner(fiscal_year_id, company_id)
-          `, { count: "exact" }).eq("transaction.fiscal_year_id", fiscalYearId).eq("transaction.company_id", companyId2).order("id", { ascending: true }).limit(JOURNAL_ENTRY_CAP),
-        // Transaction count
-        supabase2.from("transactions").select("*", { count: "exact", head: true }).eq("company_id", companyId2).eq("fiscal_year_id", fiscalYearId),
+      const [statsResult, invoiceResult, bankResult] = await Promise.all([
+        supabase2.rpc("get_dashboard_stats", {
+          p_company_id: companyId2,
+          p_fiscal_year_id: fiscalYearId
+        }),
         // Invoice stats scoped to fiscal year date range
         supabase2.from("invoices").select("id, status, total, due_date").eq("company_id", companyId2).gte("invoice_date", fiscalYear.start_date).lte("invoice_date", fiscalYear.end_date),
         // Bank balances
         supabase2.from("bank_accounts").select("account_name, iban, current_balance").eq("company_id", companyId2).eq("is_active", true)
       ]);
-      let revenue = 0;
-      let expenses = 0;
-      for (const entry of entriesResult.data || []) {
-        const accountType = entry.account?.account_type;
-        if (accountType === "revenue") {
-          revenue += (entry.credit_amount || 0) - (entry.debit_amount || 0);
-        } else if (accountType === "expense") {
-          expenses += (entry.debit_amount || 0) - (entry.credit_amount || 0);
-        }
+      const statsSchema = external_exports.object({
+        revenue: external_exports.number(),
+        expenses: external_exports.number(),
+        transaction_count: external_exports.number()
+      });
+      const stats = statsSchema.safeParse(statsResult.data);
+      const readError = statsResult.error || invoiceResult.error || bankResult.error;
+      if (readError || !stats.success) {
+        return toErrorContent(readError ? sanitizeDbError("Failed to read dashboard", readError) : "Invalid dashboard response");
       }
+      const { revenue, expenses, transaction_count } = stats.data;
       const now = helsinkiDateString();
       const invoices = invoiceResult.data || [];
       const invoiceStats = {
@@ -38758,7 +38754,6 @@ function registerReportTools(server2) {
         balance: b.current_balance || 0
       }));
       const totalBankBalance = bankAccounts.reduce((s, b) => s + b.balance, 0);
-      const entriesCapped = (entriesResult.count || 0) >= JOURNAL_ENTRY_CAP;
       return toResult({
         financial_summary: {
           revenue: roundCents(revenue),
@@ -38767,10 +38762,7 @@ function registerReportTools(server2) {
           expenses_formatted: formatCurrency(expenses),
           profit: roundCents(revenue - expenses),
           profit_formatted: formatCurrency(revenue - expenses),
-          transaction_count: txCountResult.count || 0,
-          ...entriesCapped && {
-            warning: `This fiscal year has more than ${JOURNAL_ENTRY_CAP} journal entries; revenue/expenses/profit are computed from the first ${JOURNAL_ENTRY_CAP} (ordered by id) and are INCOMPLETE. Use kirjapro_get_income_statement (server-aggregated, uncapped) for exact figures before reporting them to the user.`
-          }
+          transaction_count
         },
         invoice_stats: invoiceStats,
         bank_summary: {
@@ -38879,72 +38871,38 @@ function registerReportTools(server2) {
         if ("isError" in resolved) return resolved;
         fiscalYearId = resolved.id;
       }
-      const BS_ENTRY_CAP = 5e4;
-      const { data: entries, count: bsEntryCount, error: error61 } = await supabase2.from("journal_entries").select(`
-          debit_amount, credit_amount,
-          account:accounts!inner(id, account_number, name, account_type),
-          transaction:transactions!inner(fiscal_year_id, transaction_date, company_id)
-        `, { count: "exact" }).eq("transaction.fiscal_year_id", fiscalYearId).eq("transaction.company_id", companyId2).lte("transaction.transaction_date", params.reportDate).order("id", { ascending: true }).limit(BS_ENTRY_CAP);
-      if (error61) {
-        return toErrorContent(sanitizeDbError("Failed to generate balance sheet", error61));
-      }
-      const accountTotals = /* @__PURE__ */ new Map();
-      let synthRevExpDMinusC = 0;
-      let account3600Balance = 0;
-      for (const entry of entries || []) {
-        const acc = entry.account;
-        if (!acc) continue;
-        const debit = entry.debit_amount || 0;
-        const credit = entry.credit_amount || 0;
-        if (acc.account_type === "revenue" || acc.account_type === "expense") {
-          synthRevExpDMinusC += debit - credit;
-          continue;
-        }
-        const balanceTypes = ["asset", "liability", "equity"];
-        if (!balanceTypes.includes(acc.account_type)) continue;
-        if (acc.account_number === "3600") {
-          account3600Balance += credit - debit;
-        }
-        const key = acc.account_number;
-        const existing = accountTotals.get(key) || {
-          account_number: acc.account_number,
-          name: acc.name,
-          account_type: acc.account_type,
-          balance: 0
-        };
-        if (acc.account_type === "asset") {
-          existing.balance += debit - credit;
-        } else {
-          existing.balance += credit - debit;
-        }
-        accountTotals.set(key, existing);
-      }
-      const assets = [];
-      const liabilities = [];
-      const equity = [];
-      let totalAssets = 0;
-      let totalLiabilities = 0;
-      let totalEquity = 0;
-      for (const [, acc] of [...accountTotals].sort((a, b) => a[0].localeCompare(b[0]))) {
-        acc.balance = roundCents(acc.balance);
-        switch (acc.account_type) {
-          case "asset":
-            assets.push(acc);
-            totalAssets += acc.balance;
-            break;
-          case "liability":
-            liabilities.push(acc);
-            totalLiabilities += acc.balance;
-            break;
-          case "equity":
-            equity.push(acc);
-            totalEquity += acc.balance;
-            break;
-        }
-      }
-      const bsCapped = (bsEntryCount || 0) >= BS_ENTRY_CAP;
-      const syntheticTilikaudenTulos = account3600Balance === 0 ? roundCents(-synthRevExpDMinusC) : 0;
-      const totalEquityWithSynth = totalEquity + syntheticTilikaudenTulos;
+      const { data, error: error61 } = await supabase2.rpc("get_balance_sheet_accounts", {
+        p_company_id: companyId2,
+        p_fiscal_year_id: fiscalYearId,
+        p_report_date: params.reportDate
+      });
+      const parsed = external_exports.object({
+        accounts: external_exports.array(external_exports.object({
+          account_number: external_exports.string(),
+          account_name: external_exports.string(),
+          account_type: external_exports.enum(["asset", "liability", "equity"]),
+          balance: external_exports.number()
+        })),
+        assets: external_exports.number(),
+        liabilities: external_exports.number(),
+        equity: external_exports.number(),
+        unclosed_profit: external_exports.number(),
+        balanced: external_exports.boolean()
+      }).safeParse(data);
+      if (error61 || !parsed.success) {
+        return toErrorContent(error61 ? sanitizeDbError("Failed to generate balance sheet", error61) : "Invalid balance sheet response");
+      }
+      const report = parsed.data;
+      const rows = (type) => report.accounts.filter((a) => a.account_type === type).map((a) => ({
+        account_number: a.account_number,
+        name: a.account_name,
+        account_type: a.account_type,
+        balance: a.balance
+      }));
+      const assets = rows("asset"), liabilities = rows("liability"), equity = rows("equity");
+      const totalAssets = report.assets, totalLiabilities = report.liabilities;
+      const totalEquityWithSynth = report.equity;
+      const syntheticTilikaudenTulos = report.unclosed_profit;
       return toResult({
         report_date: params.reportDate,
         assets: {
@@ -38963,14 +38921,11 @@ function registerReportTools(server2) {
           total_formatted: formatCurrency(totalEquityWithSynth),
           synthetic_tilikauden_tulos: syntheticTilikaudenTulos,
           ...syntheticTilikaudenTulos !== 0 && {
-            synthetic_note: "Tilikauden tulos (kesken) \u2014 kirjattu mukaan oma p\xE4\xE4oma -summaan, mutta EI jakokelpoinen ennen tilinp\xE4\xE4t\xF6ksen vahvistamista (OYL 13:5\xA7)."
+            synthetic_note: "Sulkemattomien tulostilien saldo sis\xE4ltyy omaan p\xE4\xE4omaan. T\xE4m\xE4 laskelma ei vahvista tilinp\xE4\xE4t\xF6st\xE4 tai varojenjakokelpoisuutta."
           }
         },
         total_liabilities_and_equity: roundCents(totalLiabilities + totalEquityWithSynth),
-        balanced: Math.abs(totalAssets - (totalLiabilities + totalEquityWithSynth)) < 0.01,
-        ...bsCapped && {
-          warning: `This fiscal year has more than ${BS_ENTRY_CAP} journal entries up to the report date; assets/liabilities/equity are computed from the first ${BS_ENTRY_CAP} (ordered by id) and are INCOMPLETE. Do not present these as a final balance sheet \u2014 the web Tase report aggregates without a cap.`
-        }
+        balanced: report.balanced
       });
     }
   );
@@ -41558,6 +41513,18 @@ var FINANCIAL_NOTES_OUTPUT_SHAPE = {
   filled_field_count: external_exports.number(),
   total_field_count: external_exports.number(),
   exists: external_exports.boolean(),
+  preparation: external_exports.object({
+    id: external_exports.string().uuid(),
+    revision: external_exports.number().int(),
+    state: external_exports.enum(["draft", "reviewed"]),
+    ruleset_version: external_exports.string(),
+    created_at: external_exports.string(),
+    created_by: external_exports.string().nullable(),
+    profile: external_exports.record(external_exports.string(), external_exports.unknown()),
+    assessments: external_exports.record(external_exports.string(), external_exports.unknown()),
+    context: external_exports.record(external_exports.string(), external_exports.unknown()),
+    change_reason: external_exports.string()
+  }).nullable(),
   note: external_exports.string().optional()
 };
 function formatFinnishTimestamp(iso) {
@@ -41580,7 +41547,7 @@ function registerFinancialNotesTools(server2) {
   server2.registerTool(
     "kirjapro_get_financial_notes",
     {
-      description: "Hae liitetiedot (notes to financial statements) yhdelle tilikaudelle. Palauttaa KPL 3:1 / PMA 3:2 mukaiset narratiivikent\xE4t (10), henkil\xF6st\xF6n keskim\xE4\xE4r\xE4inen lukum\xE4\xE4r\xE4, statuksen (draft/final) ja vahvistustiedot (finalized_at/by). READ-ONLY \u2014 luominen ja muokkaus tapahtuvat web-lomakkeella. If fiscalYearId is omitted, the fiscal year covering today (Europe/Helsinki) is auto-resolved.",
+      description: "Hae liitetiedot (notes to financial statements) yhdelle tilikaudelle. Palauttaa valmistelulomakkeen narratiivikent\xE4t (10), henkil\xF6st\xF6n keskim\xE4\xE4r\xE4inen lukum\xE4\xE4r\xE4, statuksen (draft/final) ja lomakkeen lukitustiedot (finalized_at/by). Tila final tarkoittaa lomakkeen lukitusta, ei tilinp\xE4\xE4t\xF6ksen t\xE4ydellisyytt\xE4, allekirjoitusta tai ilmoittamista. Lis\xE4ksi preparation palauttaa uusimman erillisen soveltuvuusarvion tai null. Arvion reviewed tarkoittaa arvioinnin lukitusta; aiempaa lomaketta ei ole automaattisesti siirretty arviointiin. READ-ONLY \u2014 luominen ja muokkaus tapahtuvat web-lomakkeella. If fiscalYearId is omitted, the fiscal year covering today (Europe/Helsinki) is auto-resolved.",
       inputSchema: {
         fiscalYearId: external_exports.string().uuid().optional().describe(
           "Fiscal year UUID (auto-resolved to the FY covering today in Europe/Helsinki if omitted)"
@@ -41632,6 +41599,8 @@ function registerFinancialNotesTools(server2) {
           sanitizeDbError("Failed to load financial notes", rowError)
         );
       }
+      const { data: preparations, error: preparationError } = await supabase2.from("financial_statement_preparation_versions").select("id,revision,state,ruleset_version,created_at,created_by,profile,assessments,context,change_reason").eq("company_id", companyId2).eq("fiscal_year_id", fiscalYear.id).order("revision", { ascending: false }).limit(1);
+      if (preparationError) return toErrorContent(sanitizeDbError("Failed to load preparation assessment", preparationError));
       const normalizedRow = row ?? null;
       const status = normalizedRow?.status === "final" ? "final" : "draft";
       const fields = {
@@ -41670,13 +41639,14 @@ function registerFinancialNotesTools(server2) {
         filled_field_count: filledFieldCount,
         total_field_count: TOTAL_FIELD_COUNT,
         exists,
+        preparation: preparations?.[0] ?? null,
         ...note ? { note } : {}
       };
       const yearLabel = fiscalYear.start_date.slice(0, 4);
-      const statusLabel = status === "final" ? "Valmis" : "Luonnos";
+      const statusLabel = status === "final" ? "Lomake lukittu" : "Luonnos";
       const finalizedFi = formatFinnishTimestamp(payload.finalized_at);
-      const finalizedSentence = status === "final" && finalizedFi ? ` Vahvistettu ${finalizedFi}.` : "";
-      const summary = `Liitetiedot tilikaudelle ${yearLabel} (${formatFinnishDate(fiscalYear.start_date)} \u2013 ${formatFinnishDate(fiscalYear.end_date)}, status: ${statusLabel}).${finalizedSentence} T\xE4ytetyt kent\xE4t: ${filledFieldCount} / ${TOTAL_FIELD_COUNT}.`;
+      const finalizedSentence = status === "final" && finalizedFi ? ` Lomake lukittu ${finalizedFi}.` : "";
+      const summary = `Liitetiedot tilikaudelle ${yearLabel} (${formatFinnishDate(fiscalYear.start_date)} \u2013 ${formatFinnishDate(fiscalYear.end_date)}, status: ${statusLabel}).${finalizedSentence} T\xE4ytetyt kent\xE4t: ${filledFieldCount} / ${TOTAL_FIELD_COUNT}. T\xE4ytt\xF6aste ei osoita liitetietojen soveltuvuutta tai tilinp\xE4\xE4t\xF6ksen t\xE4ydellisyytt\xE4. Lomakkeen lukitus ei ole allekirjoitus.`;
       const result = toResult(payload);
       return {
         ...result,
@@ -42396,7 +42366,7 @@ Do not invent a "closest match" tool for these tasks. A confidently wrong action
 \`kirjapro_list_bank_transactions\` (filter unreconciled) \u2192 \`kirjapro_match_bank_transaction\` (matches credit tx to invoice, records payment).
 
 ### Reports
-\`kirjapro_get_dashboard\` (overview) | \`kirjapro_get_income_statement\` (tuloslaskelma) | \`kirjapro_get_balance_sheet\` (tase \u2014 \`equity.synthetic_tilikauden_tulos\` carries the mid-year P/L estimate for open fiscal years where account 3600 has no closing entry; surface it to the user as "Tilikauden tulos (kesken)" and never as the final tilikauden tulos, and never as legally distributable per OYL 13:5\xA7) | \`kirjapro_get_ar_aging\` (bounded myyntisaamisten aggregate; weighted age is not revenue-based DSO) | \`kirjapro_get_alv_summary\` (ALV-yhteenveto with OmaVero field codes 301-320).
+\`kirjapro_get_dashboard\` (overview) | \`kirjapro_get_income_statement\` (tuloslaskelma) | \`kirjapro_get_balance_sheet\` (tase \u2014 \`equity.synthetic_tilikauden_tulos\` is the unclosed P/L residual already included in equity; never add it again. The cumulative report groups current earnings under 3600 and retained earnings under 3500. Report rows can differ from raw ledger account balances. Do not present book equity as an approved distribution limit) | \`kirjapro_get_ar_aging\` (bounded myyntisaamisten aggregate; weighted age is not revenue-based DSO) | \`kirjapro_get_alv_summary\` (ALV-yhteenveto with OmaVero field codes 301-320).
 
 ## Safety Rules
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@kirjapro/mcp-server",
-  "version": "0.8.2",
+  "version": "0.8.4",
   "description": "MCP server for Finnish accounting — exposes Kirjapro bookkeeping, invoicing, and reporting tools to Claude, ChatGPT, Mistral, and other MCP clients.",
   "type": "module",
   "bin": {

package/server.json

@@ -2,7 +2,7 @@
   "name": "@kirjapro/mcp-server",
   "displayName": "Kirjapro - Finnish Accounting",
   "description": "Finnish double-entry bookkeeping, invoicing, and financial reporting for growing businesses. Create transactions, generate invoices with VAT calculation, produce income statements and balance sheets, and validate Finnish business identifiers.",
-  "version": "0.8.2",
+  "version": "0.8.4",
   "homepage": "https://kirjapro.fi",
   "repository": "https://github.com/Jaollo/kirja-pro",
   "license": "MIT",

package/tool-fingerprints.json

@@ -86,7 +86,7 @@
     },
     {
       "name": "kirjapro_get_financial_notes",
-      "hash": "bb5886fd2b12f000"
+      "hash": "96ad045b348fcc96"
     },
     {
       "name": "kirjapro_get_general_ledger",

package/dist/accounts.d.ts

@@ -1,40 +0,0 @@
-/**
- * Standard Finnish Chart of Accounts (YSE 2017) — commonly used account constants.
- *
- * MIRROR of src/lib/accounts.ts — kept in sync via mcp-server/src/accounts.test.ts.
- * Do not modify without updating the source file.
- */
-export declare const ACCOUNTS: {
-    readonly MYYNTISAAMISET: "2210";
-    readonly ALV_SAAMISET: "2320";
-    readonly KASSA: "2910";
-    readonly PANKKITILI: "2920";
-    readonly OSTOVELAT: "4130";
-    readonly ALV_VELKA: "4210";
-    readonly ENNAKONPIDATYSVELKA: "4220";
-    readonly TYEL_VELKA: "4240";
-    readonly SOTU_VELKA: "4230";
-    readonly TTV_VELKA: "4250";
-    readonly PALKKAVELKA: "4420";
-    readonly MYYNTI_25_5: "5010";
-    readonly MYYNTI_13_5: "5020";
-    readonly MYYNTI_10: "5030";
-    readonly MYYNTI_0: "5040";
-    readonly EU_TAVARAT: "5050";
-    readonly EU_PALVELUT: "5060";
-    readonly VIENTI: "5070";
-    readonly OSTOT: "6010";
-    readonly OSTOT_PALVELUT: "6030";
-    readonly PALKAT: "7010";
-    readonly ELAKEKULUT: "7100";
-    readonly SOSIAALITURVAMAKSUT: "7210";
-    readonly TOIMITILAVUOKRAT: "7420";
-    readonly SAHKO: "7510";
-    readonly POLTTOAINEET: "7610";
-    readonly EDUSTUSKULUT: "7810";
-    readonly PUHELIN: "7951";
-    readonly TOIMISTOTARVIKKEET: "7952";
-    readonly OHJELMISTOT: "7954";
-    readonly PANKKIKULUT: "7957";
-    readonly VAKUUTUKSET: "7970";
-};

package/dist/accounts.js

@@ -1,45 +0,0 @@
-/**
- * Standard Finnish Chart of Accounts (YSE 2017) — commonly used account constants.
- *
- * MIRROR of src/lib/accounts.ts — kept in sync via mcp-server/src/accounts.test.ts.
- * Do not modify without updating the source file.
- */
-export const ACCOUNTS = {
-    // ── Assets (2xxx) ──
-    MYYNTISAAMISET: '2210',
-    ALV_SAAMISET: '2320',
-    KASSA: '2910',
-    PANKKITILI: '2920',
-    // ── Liabilities (4xxx) ──
-    OSTOVELAT: '4130',
-    ALV_VELKA: '4210',
-    ENNAKONPIDATYSVELKA: '4220',
-    TYEL_VELKA: '4240',
-    SOTU_VELKA: '4230',
-    TTV_VELKA: '4250',
-    PALKKAVELKA: '4420',
-    // ── Revenue (5xxx) ──
-    MYYNTI_25_5: '5010',
-    MYYNTI_13_5: '5020',
-    MYYNTI_10: '5030',
-    MYYNTI_0: '5040',
-    EU_TAVARAT: '5050',
-    EU_PALVELUT: '5060',
-    VIENTI: '5070',
-    // ── Materials & Services (6xxx) ──
-    OSTOT: '6010',
-    OSTOT_PALVELUT: '6030',
-    // ── Expenses (7xxx) ──
-    PALKAT: '7010',
-    ELAKEKULUT: '7100',
-    SOSIAALITURVAMAKSUT: '7210',
-    TOIMITILAVUOKRAT: '7420',
-    SAHKO: '7510',
-    POLTTOAINEET: '7610',
-    EDUSTUSKULUT: '7810',
-    PUHELIN: '7951',
-    TOIMISTOTARVIKKEET: '7952',
-    OHJELMISTOT: '7954',
-    PANKKIKULUT: '7957',
-    VAKUUTUKSET: '7970',
-};

package/dist/auth.d.ts

@@ -1,17 +0,0 @@
-import { SupabaseClient } from '@supabase/supabase-js';
-import type { Database } from './database.types.js';
-/**
- * Cancel any pending token refresh and release the event loop.
- * Call from `transport.onclose` so the MCP process exits cleanly.
- */
-export declare function stopTokenRefresh(): void;
-/**
- * Initialize authenticated Supabase client.
- *
- * Supports two auth modes:
- * 1. API key (recommended): Set KIRJAPRO_API_KEY
- * 2. Legacy (development): Set SUPABASE_URL + SUPABASE_ACCESS_TOKEN + KIRJAPRO_COMPANY_ID
- */
-export declare function initAuth(): Promise<void>;
-export declare function getSupabase(): SupabaseClient<Database>;
-export declare function getCompanyId(): string;