@moatless/bookkeeping 0.1.2 → 0.2.0

package/dist/accounting/traktamente-rates.d.ts

@@ -6,6 +6,7 @@
  */
 export interface TraktamenteRate {
     countryCode: string;
+    country: string;
     year: number;
     fullDay: number;
     halfDay: number;

package/dist/accounting/traktamente-rates.js

@@ -4,6 +4,203 @@
  * Rates are updated annually and published by Skatteverket.
  * Source: https://skatteverket.se/utlandstraktamente
  */
+/**
+ * Country names by country code
+ */
+const COUNTRY_NAMES = {
+    SE: "Sweden",
+    AL: "Albania",
+    DZ: "Algeria",
+    AS: "American Samoa",
+    AO: "Angola",
+    AI: "Anguilla",
+    AG: "Antigua and Barbuda",
+    AR: "Argentina",
+    AM: "Armenia",
+    AW: "Aruba",
+    AU: "Australia",
+    AZ: "Azerbaijan",
+    BS: "Bahamas",
+    BH: "Bahrain",
+    BD: "Bangladesh",
+    BB: "Barbados",
+    BY: "Belarus",
+    BE: "Belgium",
+    BZ: "Belize",
+    BJ: "Benin",
+    BM: "Bermuda",
+    BO: "Bolivia",
+    BQ: "Bonaire",
+    BA: "Bosnia and Herzegovina",
+    BW: "Botswana",
+    BR: "Brazil",
+    BN: "Brunei",
+    BG: "Bulgaria",
+    BF: "Burkina Faso",
+    BI: "Burundi",
+    KY: "Cayman Islands",
+    CF: "Central African Republic",
+    CL: "Chile",
+    CO: "Colombia",
+    CK: "Cook Islands",
+    CR: "Costa Rica",
+    CW: "Curacao",
+    CY: "Cyprus",
+    DK: "Denmark",
+    DJ: "Djibouti",
+    DO: "Dominican Republic",
+    EC: "Ecuador",
+    EG: "Egypt",
+    GQ: "Equatorial Guinea",
+    CI: "Ivory Coast",
+    SV: "El Salvador",
+    ER: "Eritrea",
+    EE: "Estonia",
+    SZ: "Eswatini",
+    ET: "Ethiopia",
+    FJ: "Fiji",
+    PH: "Philippines",
+    FI: "Finland",
+    FR: "France",
+    GF: "French Guiana",
+    PF: "French Polynesia",
+    AE: "United Arab Emirates",
+    GA: "Gabon",
+    GM: "Gambia",
+    GE: "Georgia",
+    GH: "Ghana",
+    GI: "Gibraltar",
+    GR: "Greece",
+    GD: "Grenada",
+    GP: "Guadeloupe",
+    GU: "Guam",
+    GT: "Guatemala",
+    GN: "Guinea",
+    GY: "Guyana",
+    HT: "Haiti",
+    HN: "Honduras",
+    HK: "Hong Kong",
+    IN: "India",
+    ID: "Indonesia",
+    IQ: "Iraq",
+    IE: "Ireland",
+    IS: "Iceland",
+    IL: "Israel",
+    IT: "Italy",
+    JM: "Jamaica",
+    JP: "Japan",
+    JO: "Jordan",
+    KH: "Cambodia",
+    CM: "Cameroon",
+    CA: "Canada",
+    KZ: "Kazakhstan",
+    KE: "Kenya",
+    CN: "China",
+    KG: "Kyrgyzstan",
+    KI: "Kiribati",
+    CG: "Congo (Brazzaville)",
+    CD: "Congo (DRC)",
+    XK: "Kosovo",
+    HR: "Croatia",
+    CU: "Cuba",
+    KW: "Kuwait",
+    LA: "Laos",
+    LS: "Lesotho",
+    LV: "Latvia",
+    LR: "Liberia",
+    LY: "Libya",
+    LI: "Liechtenstein",
+    LT: "Lithuania",
+    LU: "Luxembourg",
+    MO: "Macao",
+    MG: "Madagascar",
+    MW: "Malawi",
+    MY: "Malaysia",
+    MV: "Maldives",
+    ML: "Mali",
+    MT: "Malta",
+    MA: "Morocco",
+    MQ: "Martinique",
+    MR: "Mauritania",
+    MU: "Mauritius",
+    MX: "Mexico",
+    FM: "Micronesia",
+    MZ: "Mozambique",
+    MD: "Moldova",
+    MC: "Monaco",
+    MN: "Mongolia",
+    ME: "Montenegro",
+    MM: "Myanmar",
+    NA: "Namibia",
+    NL: "Netherlands",
+    NP: "Nepal",
+    NI: "Nicaragua",
+    NE: "Niger",
+    MK: "North Macedonia",
+    NO: "Norway",
+    NC: "New Caledonia",
+    NZ: "New Zealand",
+    OM: "Oman",
+    PK: "Pakistan",
+    PA: "Panama",
+    PG: "Papua New Guinea",
+    PY: "Paraguay",
+    PE: "Peru",
+    PL: "Poland",
+    PT: "Portugal",
+    PR: "Puerto Rico",
+    QA: "Qatar",
+    RE: "Reunion",
+    RO: "Romania",
+    RW: "Rwanda",
+    RU: "Russia",
+    LC: "Saint Lucia",
+    VC: "Saint Vincent and the Grenadines",
+    SB: "Solomon Islands",
+    WS: "Samoa",
+    SA: "Saudi Arabia",
+    CH: "Switzerland",
+    SN: "Senegal",
+    RS: "Serbia",
+    SC: "Seychelles",
+    SL: "Sierra Leone",
+    SG: "Singapore",
+    SX: "Sint Maarten",
+    SK: "Slovakia",
+    SI: "Slovenia",
+    ES: "Spain",
+    LK: "Sri Lanka",
+    GB: "United Kingdom",
+    SR: "Suriname",
+    ZA: "South Africa",
+    KR: "South Korea",
+    TJ: "Tajikistan",
+    TW: "Taiwan",
+    TZ: "Tanzania",
+    TD: "Chad",
+    TH: "Thailand",
+    CZ: "Czech Republic",
+    TG: "Togo",
+    TO: "Tonga",
+    TT: "Trinidad and Tobago",
+    TN: "Tunisia",
+    TR: "Turkey",
+    TM: "Turkmenistan",
+    DE: "Germany",
+    UG: "Uganda",
+    UA: "Ukraine",
+    HU: "Hungary",
+    UY: "Uruguay",
+    US: "United States",
+    UZ: "Uzbekistan",
+    VU: "Vanuatu",
+    VE: "Venezuela",
+    VN: "Vietnam",
+    ZM: "Zambia",
+    AT: "Austria",
+    TL: "East Timor",
+    XX: "Other countries",
+};
 /**
  * Traktamente rates by country code and year (fullDay amount in SEK)
  * halfDay = Math.floor(fullDay / 2)
@@ -219,6 +416,7 @@ export function getTraktamenteRate(countryCode, year) {
     const isDomestic = code === "SE";
     return {
         countryCode: code,
+        country: COUNTRY_NAMES[code] ?? code,
         year,
         fullDay,
         halfDay,
@@ -237,6 +435,7 @@ export function getAllRatesForYear(year) {
             const isDomestic = code === "SE";
             rates.push({
                 countryCode: code,
+                country: COUNTRY_NAMES[code] ?? code,
                 year,
                 fullDay,
                 halfDay,

package/dist/auth/fortnox-login.js

@@ -160,7 +160,7 @@ export async function loginFortnox(options) {
         const tokenResponse = await exchangeCodeForToken(config, callbackResult.code);
         // Save token
         const storedToken = saveFortnoxToken(cwd, tokenResponse);
-        onStatus("Token saved to .kvitton/tokens/fortnox.json");
+        onStatus("Token saved to .ledgit/tokens/fortnox.json");
         return storedToken;
     }
     finally {

package/dist/index.d.ts

@@ -1,5 +1,4 @@
 export * from "./types";
-export * from "./sync-types";
 export * from "./accounting";
 export { readEntryYaml, readDocumentsYaml, readDocumentYaml, writeEntryYaml, appendLinesToEntry, readAccountsYaml, validateAccountExists, getAccountName, } from "./yaml";
 export * from "./transformers";

package/dist/index.js

@@ -1,7 +1,6 @@
 // Types (journal entries, documents, fiscal years, etc.)
+// Includes all types from @moatless/bookkeeping-types (sync types, domain types, etc.)
 export * from "./types";
-// Sync types (sync stats, errors, results)
-export * from "./sync-types";
 // Accounting logic
 export * from "./accounting";
 // YAML utilities (from yaml module - entry helpers, etc.)

package/dist/progress/sync-progress.d.ts

@@ -1,17 +1,5 @@
-export interface SyncProgress {
-    current: number;
-    total: number;
-    message?: string;
-    /** Phase of sync: discovering (listing) or fetching (getting details) */
-    phase?: "discovering" | "fetching";
-}
-export interface FiscalYearSummary {
-    id: number;
-    year: number;
-    fromDate: string;
-    toDate: string;
-    entryCount: number;
-}
+import type { SyncProgress, FiscalYearSummary } from "@moatless/bookkeeping-types";
+export type { SyncProgress, FiscalYearSummary };
 export declare class SyncProgressBar {
     private bar;
     private currentPhase;

package/dist/sync-types.d.ts

@@ -1,61 +1 @@
-/**
- * Result stats for sync operations
- */
-export interface SyncStats {
-    fetched: number;
-    written: number;
-    skipped: number;
-    errors: number;
-}
-/**
- * Stats per fiscal year (more detailed)
- */
-export interface FiscalYearStats {
-    year: number;
-    fetched: number;
-    created: number;
-    updated: number;
-    unchanged: number;
-    failed: number;
-}
-/**
- * Error entry for tracking issues
- */
-export interface SyncError {
-    year: number;
-    externalId: string;
-    message: string;
-}
-/**
- * Complete sync result
- */
-export interface SyncJournalResult {
-    success: boolean;
-    fiscalYears: FiscalYearStats[];
-    totals: {
-        fetched: number;
-        created: number;
-        updated: number;
-        unchanged: number;
-        failed: number;
-    };
-    errors: SyncError[];
-    durationMs: number;
-}
-/**
- * Fiscal year info for sync operations
- */
-export interface FiscalYearInfo {
-    /** External ID from provider (used for API calls) */
-    externalId: number;
-    /** Calendar year (used for file paths) */
-    year: number;
-}
-/**
- * Fiscal year with dates (from database)
- */
-export interface FiscalYearWithDates {
-    name: string | null;
-    start_date: string;
-    end_date: string;
-}
+export type { SyncStats, FiscalYearStats, SyncError, SyncJournalResult, FiscalYearInfo, FiscalYearWithDates, SyncProgress, } from "@moatless/bookkeeping-types";

package/dist/types/index.d.ts

@@ -1,10 +1,5 @@
+export * from "@moatless/bookkeeping-types";
 export type ApiResponse = {
     message: string;
     success: true;
 };
-export * from "./journal-entry";
-export * from "./document";
-export type { Document as InboxDocument } from "./document";
-export * from "./fiscal-year";
-export * from "./ledger-account";
-export * from "./discarded-item";

package/dist/types/index.js

@@ -1,10 +1,2 @@
-// Journal entry types (used across Git YAML, API, and client)
-export * from "./journal-entry";
-// Document types
-export * from "./document";
-// Fiscal year
-export * from "./fiscal-year";
-// Ledger account
-export * from "./ledger-account";
-// Discarded items
-export * from "./discarded-item";
+// Re-export all types from @moatless/bookkeeping-types
+export * from "@moatless/bookkeeping-types";

package/dist/utils/git.js

@@ -5,8 +5,9 @@ const DEFAULT_GITIGNORE = `# Environment files with secrets
 .env
 .env.*
 
-# CLI cache
-.kvitton/
+# Tokens and cache (sensitive data)
+.ledgit/tokens/
+.ledgit/cache/
 
 # OS files
 .DS_Store

package/dist/utils/index.d.ts

@@ -3,4 +3,4 @@ export { parseYaml, toYaml } from "./yaml";
 export { withRetry, isRateLimitError, type RetryOptions } from "./retry";
 export { initGitRepo, commitAll } from "./git";
 export { getAgentsTemplate, renderAgentsTemplate, type RenderAgentsTemplateOptions, } from "./templates";
-export { KVITTON_DIR, getKvittonDir, getTokensDir, getCacheDir, } from "./paths";
+export { LEDGIT_DIR, getLedgitDir, getTokensDir, getCacheDir, } from "./paths";

package/dist/utils/index.js

@@ -3,4 +3,4 @@ export { parseYaml, toYaml } from "./yaml";
 export { withRetry, isRateLimitError } from "./retry";
 export { initGitRepo, commitAll } from "./git";
 export { getAgentsTemplate, renderAgentsTemplate, } from "./templates";
-export { KVITTON_DIR, getKvittonDir, getTokensDir, getCacheDir, } from "./paths";
+export { LEDGIT_DIR, getLedgitDir, getTokensDir, getCacheDir, } from "./paths";

package/dist/utils/paths.d.ts

@@ -2,11 +2,11 @@
  * The hidden directory used for internal storage (tokens, cache, etc.)
  * inside the accounting repository.
  */
-export declare const KVITTON_DIR = ".kvitton";
+export declare const LEDGIT_DIR = ".ledgit";
 /**
- * Get the base .kvitton directory path for a given working directory.
+ * Get the base .ledgit directory path for a given working directory.
  */
-export declare function getKvittonDir(cwd: string): string;
+export declare function getLedgitDir(cwd: string): string;
 /**
  * Get the tokens directory path for storing OAuth tokens.
  */

package/dist/utils/paths.js

@@ -3,22 +3,22 @@ import * as path from "node:path";
  * The hidden directory used for internal storage (tokens, cache, etc.)
  * inside the accounting repository.
  */
-export const KVITTON_DIR = ".kvitton";
+export const LEDGIT_DIR = ".ledgit";
 /**
- * Get the base .kvitton directory path for a given working directory.
+ * Get the base .ledgit directory path for a given working directory.
  */
-export function getKvittonDir(cwd) {
-    return path.join(cwd, KVITTON_DIR);
+export function getLedgitDir(cwd) {
+    return path.join(cwd, LEDGIT_DIR);
 }
 /**
  * Get the tokens directory path for storing OAuth tokens.
  */
 export function getTokensDir(cwd) {
-    return path.join(cwd, KVITTON_DIR, "tokens");
+    return path.join(cwd, LEDGIT_DIR, "tokens");
 }
 /**
  * Get the cache directory path for storing cached data (e.g., currency rates).
  */
 export function getCacheDir(cwd) {
-    return path.join(cwd, KVITTON_DIR, "cache");
+    return path.join(cwd, LEDGIT_DIR, "cache");
 }

package/dist/utils/templates.js

@@ -15,14 +15,9 @@ This is an accounting data repository for {{COMPANY_NAME}} (Swedish company), st
 │           ├── entry.yaml
 │           └── *.pdf      # Supporting documents
 │
-├── inbox/                 # Raw incoming documents (no entry yet)
-│   └── [DATE]-[NAME]/
-│       ├── documents.yaml
-│       └── *.pdf
-└── drafts/                # Documents with entries, ready to post
-    └── [DATE]-[NAME]/     # e.g., "2025-12-24-anthropic"
+└── inbox/                 # Raw incoming documents (no entry yet)
+    └── [DATE]-[NAME]/
         ├── documents.yaml
-        ├── entry.yaml
         └── *.pdf
 \`\`\`
 
@@ -36,10 +31,10 @@ npx ledgit-cli sync-journal          # Sync journal entries from accounting prov
 npx ledgit-cli sync-inbox            # Download inbox files from accounting provider
 npx ledgit-cli company-info          # Display company information
 
-# Create journal entries
+# Create journal entries (entry number auto-detected, git branch created if on main)
 npx ledgit-cli create-entry --path <inbox-dir-or-file> \\
   --tax-code <code> --base-account <acc> --balancing-account <acc> \\
-  --series <A-K> --entry-number <num>
+  --series <A-K>
 
 # For raw files (not from inbox), also provide:
 #   --description "Vendor name" --document-date 2025-01-15 --amount 1234.50
@@ -70,26 +65,36 @@ npx ledgit-cli update                # Update AGENTS.md to latest version
 ## Workflow Overview
 
 \`\`\`
-inbox/ → (create-entry) → drafts/ → (user confirms) → journal-entries/ → (sync-journal) → Provider
+inbox/ → (create-entry) → journal-entries/ → (git review & commit) → (sync-journal) → Provider
 \`\`\`
 
-## Bookkeeping New Entries
+When you run \`create-entry\` on main branch, a new git branch is automatically created (e.g., \`book/V-189-2025-10-15-anthropic\`). Review changes with \`git diff\`, commit, and sync to provider.
 
-**Important:** Always ask the user for clarification if anything is unclear about the transaction before creating an entry.
+## Bookkeeping New Entries
 
 To create a journal entry from an inbox document:
 
-1. **Read the document** - Use \`npx ledgit-cli parse-pdf\` for PDFs to understand the content
-2. **Update documents.yaml** - After parsing, populate missing metadata in \`documents.yaml\`:
+1. **Read the document** - You can read PDFs directly, or use \`npx ledgit-cli parse-pdf\` to extract text
+2. **Update documents.yaml** - Populate missing metadata in \`documents.yaml\`:
    - \`documentDate\`: Invoice/receipt date (YYYY-MM-DD)
    - \`description\`: Vendor or document name
    - \`totalAmount\`: With \`amount\` (string) and \`currency\` (e.g., EUR, SEK)
-3. **Look for similar entries** - Search \`journal-entries/\` and \`drafts/\` for entries from the same vendor or similar transaction types to learn which accounts and tax codes were used previously
+3. **Look for similar entries** - Search \`journal-entries/\` for entries from the same vendor or similar transaction types to learn which accounts and tax codes were used previously
 4. **Check accounts** - Review \`accounts.yaml\` for appropriate expense/revenue accounts
-5. **Determine tax code** - Based on vendor location and transaction type (see Tax Codes below). Explain your reasoning and describe the tax code meaning to the user
-6. **Ask for confirmation** - Before creating, confirm with the user: vendor, amount, accounts (with names), and tax code (with description)
-7. **Create entry** - Run \`npx ledgit-cli create-entry\` with the appropriate parameters
-8. **Files moved to drafts** - The inbox item is automatically moved to \`drafts/\` with \`entry.yaml\`
+5. **Determine tax code** - Based on vendor location and transaction type (see Tax Codes below)
+6. **Create entry** - Run \`npx ledgit-cli create-entry\` with the appropriate parameters
+7. **Review and sync** - The entry is created in \`journal-entries/\`. Review with \`git diff\`, commit, and run \`npx ledgit-cli sync-journal\` to post to {{PROVIDER}}
+
+### GitHub Actions / CI Mode
+
+When running in GitHub Actions (automated bookkeeping):
+- **Always proceed** with creating entries using your best judgment
+- **Always end** by creating or updating a PR
+- If anything is unclear, include your questions in the PR description
+- The user will respond via PR comments, which triggers another workflow run
+- Group related entries (same vendor, same week) in one PR when sensible
+
+**Never stop and wait for confirmation in CI mode** - the user can't respond until you create a PR.
 
 To discard unwanted inbox items:
 \`\`\`bash
@@ -97,22 +102,6 @@ npx ledgit-cli discard inbox/2025-01-15-spam-document
 \`\`\`
 This removes the directory and marks the item for deletion from the provider on next sync.
 
-## Posting Entries
-
-**Important:** Moving entries to \`journal-entries/\` posts them to the real ledger. Always confirm with the user before posting.
-
-When the user confirms draft entries are ready to post:
-
-1. **Determine entry number** - Check existing entries in \`journal-entries/FY-YYYY/\` for the series to find the next available number
-2. **Move to journal-entries** - Rename the draft directory to the proper format:
-   \`\`\`
-   drafts/2025-01-15-anthropic/
-     → journal-entries/FY-2025/A-042-2025-01-15-anthropic/
-   \`\`\`
-   Format: \`{SERIES}-{NUM}-{DATE}-{DESC}/\`
-3. **Update entry.yaml** - Ensure \`entryNumber\` matches the directory and \`status\` is set appropriately
-4. **Sync to provider** - Run \`npx ledgit-cli sync-journal\` to post the entries to {{PROVIDER}}
-
 ## Tax Codes
 
 ### Common Tax Code Patterns

package/package.json

@@ -1,6 +1,6 @@
 {
 	"name": "@moatless/bookkeeping",
-	"version": "0.1.2",
+	"version": "0.2.0",
 	"publishConfig": {
 		"access": "public"
 	},
@@ -23,6 +23,7 @@
 	},
 	"dependencies": {
 		"@moatless/api-client": "^0.1.2",
+		"@moatless/bookkeeping-types": "workspace:*",
 		"@moatless/fortnox-client": "^0.1.2",
 		"@moatless/bokio-client": "^0.1.2",
 		"cli-progress": "^3.12.0",