bkper 4.0.1 → 4.1.0

package/CHANGELOG.md

@@ -4,45 +4,68 @@
 
 ### **February 2026**
 
-**CLI**
-
-- Table-formatted output is now the default for all commands
-- Added `--json` global flag to output raw JSON instead of formatted tables
-- Added `-b, --book` required option for scoping commands to a book
-- Added `-p, --properties` flag to `transaction list` to include custom properties
-- Transaction tables show formatted dates and values with IDs
-- Group tables render as indented trees showing hierarchy
-- Single-item commands display as indented key-value pairs
-- Removed MCP server (`mcp start` command)
+-   **CLI**
+    -   Added `--format` flag with `table`, `json`, and `csv` output modes — replaces the `--json` flag
+    -   CSV output follows RFC 4180 — raw values, all metadata, no truncation, ideal for spreadsheets and data pipelines
+    -   Batch operations via stdin — pipe JSON or CSV data into create commands for bulk processing
+    -   Table-formatted output is now the default for all commands
+    -   Added `-b, --book` option for scoping commands to a specific [Book](https://bkper.com/docs)
+    -   Added `-p, --properties` repeatable flag for setting custom properties as `key=value` pairs
+    -   [Transaction](https://bkper.com/docs) tables show formatted dates and values with IDs
+    -   [Group](https://bkper.com/docs) tables render as indented trees showing hierarchy
+    -   Single-item commands display as indented key-value pairs
+    -   Removed MCP server — now maintained as a separate project
+-   **Data Management**
+    -   Added batch create for [Account](https://bkper.com/docs)s, [Group](https://bkper.com/docs)s, and [Transaction](https://bkper.com/docs)s — accepts JSON arrays or CSV via stdin
+    -   Added [Book](https://bkper.com/docs) create command
+    -   Added [Collection](https://bkper.com/docs) commands: create, list, get, update, delete, add-book, remove-book
+    -   Added [Transaction](https://bkper.com/docs) update command
+    -   Renamed `balance get` to `balance list` for consistency
+-   **Authentication**
+    -   Switched to PKCE-based OAuth flow — no client secret required
+    -   Branded OAuth callback pages for a polished sign-in experience
+-   **App Development**
+    -   Local development now uses Cloudflare Tunnel for event handling — no cloud deployment needed during development
+    -   Renamed `dev` environment to `preview` for clarity
+    -   Added `--no-open` flag to suppress automatic browser launch during dev
+
+### **January 2026**
+
+-   **App Platform**
+    -   Added [`app init`](https://bkper.com/docs) command to scaffold new apps from template
+    -   Added [`app deploy`](https://bkper.com/docs) and [`app undeploy`](https://bkper.com/docs) commands for managing deployments
+    -   Added [`app status`](https://bkper.com/docs) to view current deployment information
+    -   Added [`app dev`](https://bkper.com/docs) and [`app build`](https://bkper.com/docs) commands for local development and build workflows
+    -   Added [`app secrets`](https://bkper.com/docs) management — put, list, and delete secrets for your apps
+    -   Added [`app sync`](https://bkper.com/docs) command to push `bkper.yaml` configuration to the platform
+    -   Support for shared packages in monorepo setups with hot reload
+    -   Asset file uploads included in deployments
+    -   Migrated app configuration from `bkperapp.yaml` to `bkper.yaml`
 
 ## 2025
 
 ### **October 2025**
 
-**MCP Server**
-
-- Added smart transaction merging - combine multiple transactions intelligently based on date and account matching
-- Simplified transaction creation - accounts are now optional, making it easier to record simple income and expenses
-- Improved transaction data responses for better AI assistant integration
+-   **MCP Server**
+    -   Added smart [Transaction](https://bkper.com/docs) merging — combine multiple transactions based on date and account matching
+    -   Simplified [Transaction](https://bkper.com/docs) creation — accounts are now optional for recording simple income and expenses
+    -   Improved transaction data responses for better AI assistant integration
 
 ### **September 2025**
 
-**MCP Server**
-
-- Streamlined transaction data for cleaner AI assistant responses
-- Fixed credential storage to follow standard configuration directories
+-   **MCP Server**
+    -   Streamlined transaction data for cleaner AI assistant responses
+    -   Fixed credential storage to follow standard configuration directories
 
 ### **July 2025**
 
-**MCP Server**
-
-- Added support for AI assistants to analyze your books with monthly and year-to-date balances
-- Improved date filtering with more intuitive `before:` operator
-- Added setup instructions for Claude Desktop and other AI tools
+-   **MCP Server**
+    -   Added monthly and year-to-date [Balance](https://bkper.com/docs) analysis for AI assistants
+    -   Improved date filtering with `before:` operator
+    -   Added setup instructions for Claude Desktop and other AI tools
 
 ### **June 2025**
 
-**bkper-node CLI**
-
-- Introduced MCP server - connect AI assistants to your Bkper books with `bkper mcp start`
-- Added book name filtering to quickly find specific books
+-   **CLI**
+    -   Introduced MCP server — connect AI assistants to your Bkper [Books](https://bkper.com/docs) with `bkper mcp start`
+    -   Added [Book](https://bkper.com/docs) name filtering to quickly find specific books

package/README.md

@@ -178,7 +178,7 @@ Apps are configured via a `bkper.yaml` file in the project root. See the complet
 
 **Interact with books, accounts, transactions, and balances.**
 
-All data commands that operate within a book use `-b, --book <bookId>` to specify the book context. Use `--json` for machine-readable output on any command.
+All data commands that operate within a book use `-b, --book <bookId>` to specify the book context. Use `--format` to control output (see [Output Format](#output-format)).
 
 ### Books
 
@@ -437,16 +437,64 @@ bkper collection delete col_789
 
 ## Output Format
 
-All commands output human-readable formatted tables by default. Use the `--json` global flag to get raw JSON output instead.
+All commands support three output formats via the `--format` global flag:
+
+| Format | Flag                       | Best for                                |
+| ------ | -------------------------- | --------------------------------------- |
+| Table  | `--format table` (default) | Human reading in the terminal           |
+| JSON   | `--format json`            | Programmatic access, single-item detail |
+| CSV    | `--format csv`             | Spreadsheets, AI agents, data pipelines |
 
 ```bash
 # Table output (default)
-bkper book list
+bkper account list -b abc123
 
 # JSON output
-bkper book list --json
+bkper account list -b abc123 --format json
+
+# CSV output -- raw data, no truncation, RFC 4180
+bkper account list -b abc123 --format csv
+```
+
+### CSV output details
+
+CSV output is designed for machine consumption:
+
+-   **RFC 4180 compliant** -- proper quoting, CRLF line endings, no truncation
+-   **All metadata included** -- IDs, properties, hidden properties, URLs, and timestamps are enabled
+-   **Raw values** -- dates stay in ISO format, numbers are unformatted (no locale formatting)
+-   **Single-item commands** (e.g. `account get`, `transaction create`) fall back to JSON since CSV adds no value for non-tabular data
+
+### AI agent guidance
+
+When using the CLI from an AI agent, LLM, or automated script:
+
+-   **Use `--format csv` for list commands.** CSV is dramatically more token-efficient than JSON for tabular data -- typically 3-5x fewer tokens for the same information.
+-   **Use `--format json` for single-item commands** (`get`, `create`, `update`) where you need structured field access.
+-   **Pipe data in via stdin** for batch operations (see below).
+
+### Stdin input (batch operations)
+
+Write commands (`account create`, `group create`, `transaction create`) accept data piped via stdin for batch operations. The format is auto-detected (JSON or CSV).
+
+```bash
+# Create accounts from JSON
+echo '[{"name":"Cash","type":"ASSET"},{"name":"Revenue","type":"INCOMING"}]' | \
+  bkper account create -b abc123
+
+# Create transactions from CSV
+cat transactions.csv | bkper transaction create -b abc123
+
+# Pipe from a script
+python export_bank.py | bkper transaction create -b abc123
 ```
 
+**JSON input:** a single object `{}` or an array `[{}, {}]`. Field names map to CLI options (`date`, `amount`, `description`, `from`, `to`, `name`, `type`, etc.). Unknown fields become custom properties.
+
+**CSV input:** first row is headers mapping to field names. Unknown columns become custom properties.
+
+**Batch output:** results are streamed as NDJSON (one JSON object per line), printed as each batch completes.
+
 ---
 
 ## Library

package/lib/auth/local-auth-service.d.ts

@@ -1,5 +1,17 @@
+/**
+ * Initiates the OAuth login flow. If already logged in, notifies the user
+ * and refreshes the token.
+ */
 export declare function login(): Promise<void>;
+/**
+ * Logs out by removing stored OAuth credentials from disk.
+ */
 export declare function logout(): void;
+/**
+ * Checks whether the user has stored OAuth credentials.
+ *
+ * @returns true if credentials are present, false otherwise
+ */
 export declare function isLoggedIn(): boolean;
 /**
  * @returns A promise that resolves to a valid OAuth token.

package/lib/auth/local-auth-service.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"local-auth-service.d.ts","sourceRoot":"","sources":["../../src/auth/local-auth-service.ts"],"names":[],"mappings":"AAoDA;;;GAGG;AACH,wBAAsB,KAAK,kBAK1B;AAED;;GAEG;AACH,wBAAgB,MAAM,SAKrB;AAED;;;;GAIG;AACH,wBAAgB,UAAU,YAEzB;AA6HD;;GAEG;AACH,wBAAsB,aAAa,IAAI,OAAO,CAAC,MAAM,CAAC,CAyBrD"}

package/lib/auth/local-auth-service.js

@@ -55,6 +55,10 @@ try {
 catch (err) {
     // Credentials will be null if not found - no need to log during module loading
 }
+/**
+ * Initiates the OAuth login flow. If already logged in, notifies the user
+ * and refreshes the token.
+ */
 export function login() {
     return __awaiter(this, void 0, void 0, function* () {
         if (storedCredentials) {
@@ -63,12 +67,20 @@ export function login() {
         yield getOAuthToken();
     });
 }
+/**
+ * Logs out by removing stored OAuth credentials from disk.
+ */
 export function logout() {
     if (fs.existsSync(storedCredentialsPath)) {
         fs.rmSync(storedCredentialsPath);
     }
     console.log('Bkper logged out.');
 }
+/**
+ * Checks whether the user has stored OAuth credentials.
+ *
+ * @returns true if credentials are present, false otherwise
+ */
 export function isLoggedIn() {
     return storedCredentials != null;
 }

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package/lib/bkper-factory.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"bkper-factory.d.ts","sourceRoot":"","sources":["../src/bkper-factory.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAKjC;;;;;GAKG;AACH,wBAAgB,gBAAgB,IAAI,KAAK,CAiBxC;AAED;;;;;GAKG;AACH,wBAAgB,UAAU,SAUzB"}
+{"version":3,"file":"bkper-factory.d.ts","sourceRoot":"","sources":["../src/bkper-factory.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,EAAE,MAAM,UAAU,CAAC;AAKjC;;;;;GAKG;AACH,wBAAgB,gBAAgB,IAAI,KAAK,CAiBxC;AAED;;;;;GAKG;AACH,wBAAgB,UAAU,SAezB"}

package/lib/bkper-factory.js

@@ -43,6 +43,11 @@ export function setupBkper() {
     Bkper.setConfig({
         apiKeyProvider: apiKey ? () => __awaiter(this, void 0, void 0, function* () { return apiKey; }) : undefined,
         oauthTokenProvider: () => getOAuthToken(),
+        requestHeadersProvider: () => __awaiter(this, void 0, void 0, function* () {
+            return {
+                'bkper-agent-id': 'bkper-cli',
+            };
+        }),
         //@ts-ignore
         apiBaseUrl,
     });

package/lib/bkper-factory.js.map

@@ -1 +1 @@
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