bkper 4.30.1 → 4.31.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +14 -9
- package/lib/agent/extensions/handoff.d.ts.map +1 -1
- package/lib/agent/extensions/handoff.js +2 -21
- package/lib/agent/extensions/handoff.js.map +1 -1
- package/lib/agent/interactive/prompt-history-store.d.ts.map +1 -1
- package/lib/agent/interactive/prompt-history-store.js +4 -2
- package/lib/agent/interactive/prompt-history-store.js.map +1 -1
- package/lib/commands/balances/index.d.ts +2 -1
- package/lib/commands/balances/index.d.ts.map +1 -1
- package/lib/commands/balances/index.js.map +1 -1
- package/lib/commands/balances/list.d.ts +5 -3
- package/lib/commands/balances/list.d.ts.map +1 -1
- package/lib/commands/balances/list.js +32 -5
- package/lib/commands/balances/list.js.map +1 -1
- package/lib/commands/balances/register.d.ts.map +1 -1
- package/lib/commands/balances/register.js +2 -0
- package/lib/commands/balances/register.js.map +1 -1
- package/lib/docs/apps/ai.md +92 -239
- package/lib/docs/apps/app-listing.md +3 -9
- package/lib/docs/apps/configuration.md +2 -2
- package/lib/docs/cli/app-management.md +10 -9
- package/lib/docs/cli/data-management.md +7 -0
- package/lib/docs/index.md +1 -1
- package/package.json +3 -3
package/README.md
CHANGED
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@@ -5,10 +5,10 @@
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The official Bkper CLI is published on npm as [`bkper`](https://www.npmjs.com/package/bkper). Use it in two complementary ways:
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- **Ask
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- **Ask Bkper CLI Agent** — run `bkper` for guided, interactive help in your terminal
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- **Run CLI commands** — run `bkper <command>` for scripts, exports, automations, and app workflows
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With one tool, you can work with Bkper from your terminal,
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With one tool, you can work with Bkper from your terminal, Bkper CLI Agent, or external AI tools — managing financial data, building apps, and automating workflows.
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[](https://www.npmjs.com/package/bkper)
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@@ -54,7 +54,7 @@ npm install -g bkper
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bkper
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```
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Bkper CLI Agent uses PowerShell natively on Windows. WSL remains supported and uses Bash.
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### Authenticate with Bkper
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@@ -62,19 +62,19 @@ The Bkper Agent uses PowerShell natively on Windows. WSL remains supported and u
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bkper auth login
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```
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`bkper auth login` connects the CLI to your Bkper account. The same local authentication can be used by direct CLI commands,
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`bkper auth login` connects the CLI to your Bkper account. The same local authentication can be used by direct CLI commands, Bkper CLI Agent, external coding agents, scripts, and local app development.
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---
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## Get started
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### Ask
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### Ask Bkper CLI Agent
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```bash
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bkper
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```
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Run `bkper` to open
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Run `bkper` to open Bkper CLI Agent in your terminal.
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# Query balances
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bkper balance list -b <bookId> -q 'on:2026-06-30'
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# Show separate debit and credit columns
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bkper balance list -b <bookId> -q 'on:2026-06-30' --trial
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```
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Capture a receipt as a draft, then review and complete it in Bkper or with the agent:
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## Use Bkper from your existing agent
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For assistant-led setup, follow [Use Bkper with ChatGPT or Claude](https://bkper.com/docs/ai/chatgpt-and-claude).
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To configure an existing agent manually, authenticate the CLI first:
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```bash
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bkper auth login
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## Advanced agent options
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`bkper agent` starts the same
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`bkper agent` starts the same Bkper CLI Agent experience as `bkper`.
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Advanced users can pass supported agent-runtime flags through:
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Use `/handoff <goal>` to continue long-running work in a new focused session. If you omit the goal, the agent opens an empty goal editor. Pressing `Ctrl+H` opens that editor with your current input text as the goal. The new session is linked to the original, with the relevant context drafted in the input editor for you to adjust or submit.
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Press `Ctrl+R` in the standard or handoff input to
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Press `Ctrl+R` in the standard or handoff input to search recently submitted inputs by case-insensitive substring, newest first. Search history starts with inputs submitted after this feature is installed; it does not scan existing sessions. The handoff search omits Bash commands. Press `Ctrl+Alt+R` to open the session tree.
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---
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{"version":3,"file":"handoff.d.ts","sourceRoot":"","sources":["../../../src/agent/extensions/handoff.ts"],"names":[],"mappings":"
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{"version":3,"file":"handoff.d.ts","sourceRoot":"","sources":["../../../src/agent/extensions/handoff.ts"],"names":[],"mappings":"AAGA,OAAO,EAIH,KAAK,YAAY,EAEjB,KAAK,gBAAgB,EACxB,MAAM,iCAAiC,CAAC;AACzC,OAAO,EAAE,KAAK,KAAK,EAAE,MAAM,wBAAwB,CAAC;AA6BpD,MAAM,WAAW,wBAAwB;IACrC,YAAY,EAAE,MAAM,CAAC;IACrB,IAAI,CAAC,EAAE,MAAM,CAAC;CACjB;AAED,MAAM,WAAW,mBAAmB;IAChC,cAAc,CAAC,OAAO,EAAE,wBAAwB,EAAE,OAAO,EAAE,gBAAgB,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC;CACjG;AAED,MAAM,MAAM,wBAAwB,GAAG,CAAC,OAAO,EAAE,MAAM,KAAK,OAAO,CAAC,IAAI,CAAC,CAAC;AAE1E,KAAK,sBAAsB,GAAG,MAAM,GAAG,MAAM,EAAE,GAAG,SAAS,CAAC;AAC5D,KAAK,iBAAiB,GAAG,MAAM,CAAC,MAAM,EAAE,sBAAsB,CAAC,CAAC;AAqChE,wBAAgB,uBAAuB,CAAC,QAAQ,EAAE,iBAAiB,GAAG,KAAK,GAAG,SAAS,CAItF;AAED,wBAAgB,+BAA+B,CAAC,QAAQ,EAAE,MAAM,GAAG,KAAK,GAAG,SAAS,CAwBnF;AA2ID,wBAAgB,6BAA6B,CACzC,EAAE,EAAE,IAAI,CAAC,YAAY,EAAE,iBAAiB,GAAG,kBAAkB,CAAC,EAC9D,eAAe,CAAC,EAAE,wBAAwB,EAC1C,eAAe,CAAC,EAAE,KAAK,EACvB,YAAY,GAAE,mBAAyC,GACxD,IAAI,CAwDN"}
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return BKPER_HANDOFF_SHORTCUT;
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}
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}
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}
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return {
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role: 'compactionSummary',
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summary: entry.summary,
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tokensBefore: entry.tokensBefore,
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};
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}
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.map(entryToMessage)
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.filter(message => message !== undefined);
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}
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}
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function generateWithCurrentModel(context, systemPrompt, prompt, loadingMessage) {
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+
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@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"prompt-history-store.d.ts","sourceRoot":"","sources":["../../../src/agent/interactive/prompt-history-store.ts"],"names":[],"mappings":"
|
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1
|
+
{"version":3,"file":"prompt-history-store.d.ts","sourceRoot":"","sources":["../../../src/agent/interactive/prompt-history-store.ts"],"names":[],"mappings":"AAWA,MAAM,MAAM,iBAAiB,GAAG,UAAU,GAAG,SAAS,GAAG,MAAM,CAAC;AAEhE,MAAM,WAAW,kBAAkB;IAC/B,IAAI,EAAE,MAAM,CAAC;IACb,IAAI,EAAE,iBAAiB,CAAC;IACxB,SAAS,EAAE,MAAM,CAAC;CACrB;AAED,MAAM,WAAW,qBAAqB;IAClC,MAAM,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,iBAAiB,EAAE,SAAS,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;CAC3E;AAED,MAAM,WAAW,uBAAwB,SAAQ,qBAAqB;IAClE,UAAU,IAAI,SAAS,kBAAkB,EAAE,CAAC;CAC/C;AAED,MAAM,WAAW,0BAA0B;IACvC,WAAW,EAAE,OAAO,CAAC;IACrB,KAAK,CAAC,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,wBAAwB;IACrC,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,eAAe,CAAC,EAAE,MAAM,CAAC;IACzB,YAAY,CAAC,EAAE,MAAM,CAAC;CACzB;AA6CD,wBAAgB,0BAA0B,CACtC,OAAO,EAAE,SAAS,kBAAkB,EAAE,EACtC,KAAK,EAAE,MAAM,EACb,OAAO,EAAE,0BAA0B,GACpC,kBAAkB,EAAE,CAgBtB;AAED,qBAAa,iBAAkB,YAAW,uBAAuB;IASzD,OAAO,CAAC,QAAQ,CAAC,QAAQ;IAR7B,OAAO,CAAC,QAAQ,CAAC,UAAU,CAAS;IACpC,OAAO,CAAC,QAAQ,CAAC,eAAe,CAAS;IACzC,OAAO,CAAC,QAAQ,CAAC,YAAY,CAAS;IACtC,OAAO,CAAC,OAAO,CAA4B;IAC3C,OAAO,CAAC,WAAW,CAAK;IACxB,OAAO,CAAC,SAAS,CAAK;gBAGD,QAAQ,EAAE,MAAM,EACjC,OAAO,GAAE,wBAA6B;IAW1C,UAAU,IAAI,SAAS,kBAAkB,EAAE;IAI3C,MAAM,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,iBAAiB,EAAE,SAAS,SAAa,GAAG,IAAI;IA6B3E,OAAO,CAAC,IAAI;IA0BZ,OAAO,CAAC,MAAM;CAsCjB;AAED,wBAAgB,oBAAoB,CAAC,QAAQ,EAAE,MAAM,GAAG,MAAM,CAE7D"}
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@@ -1,6 +1,5 @@
|
|
|
1
1
|
import { appendFileSync, chmodSync, mkdirSync, readFileSync, renameSync, statSync, unlinkSync, writeFileSync, } from 'node:fs';
|
|
2
2
|
import path from 'node:path';
|
|
3
|
-
import { fuzzyFilter } from '@earendil-works/pi-tui';
|
|
4
3
|
const DEFAULT_MAX_ENTRIES = 10000;
|
|
5
4
|
const DEFAULT_TRIM_RECORD_COUNT = 20000;
|
|
6
5
|
const DEFAULT_MAX_FILE_BYTES = 16 * 1024 * 1024;
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|
@@ -49,7 +48,10 @@ export function searchPromptHistoryEntries(entries, query, options) {
|
|
|
49
48
|
seen.add(entry.text);
|
|
50
49
|
uniqueEntries.push(entry);
|
|
51
50
|
}
|
|
52
|
-
|
|
51
|
+
const normalizedQuery = query.toLowerCase();
|
|
52
|
+
return uniqueEntries
|
|
53
|
+
.filter(entry => entry.text.toLowerCase().includes(normalizedQuery))
|
|
54
|
+
.slice(0, (_a = options.limit) !== null && _a !== void 0 ? _a : DEFAULT_SEARCH_LIMIT);
|
|
53
55
|
}
|
|
54
56
|
export class FilePromptHistory {
|
|
55
57
|
constructor(filePath, options = {}) {
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"prompt-history-store.js","sourceRoot":"","sources":["../../../src/agent/interactive/prompt-history-store.ts"],"names":[],"mappings":"AAAA,OAAO,EACH,cAAc,EACd,SAAS,EACT,SAAS,EACT,YAAY,EACZ,UAAU,EACV,QAAQ,EACR,UAAU,EACV,aAAa,GAChB,MAAM,SAAS,CAAC;AACjB,OAAO,IAAI,MAAM,WAAW,CAAC;
|
|
1
|
+
{"version":3,"file":"prompt-history-store.js","sourceRoot":"","sources":["../../../src/agent/interactive/prompt-history-store.ts"],"names":[],"mappings":"AAAA,OAAO,EACH,cAAc,EACd,SAAS,EACT,SAAS,EACT,YAAY,EACZ,UAAU,EACV,QAAQ,EACR,UAAU,EACV,aAAa,GAChB,MAAM,SAAS,CAAC;AACjB,OAAO,IAAI,MAAM,WAAW,CAAC;AA4B7B,MAAM,mBAAmB,GAAG,KAAM,CAAC;AACnC,MAAM,yBAAyB,GAAG,KAAM,CAAC;AACzC,MAAM,sBAAsB,GAAG,EAAE,GAAG,IAAI,GAAG,IAAI,CAAC;AAChD,MAAM,oBAAoB,GAAG,EAAE,CAAC;AAEhC,SAAS,mBAAmB,CAAC,KAAc;IACvC,OAAO,KAAK,KAAK,UAAU,IAAI,KAAK,KAAK,SAAS,IAAI,KAAK,KAAK,MAAM,CAAC;AAC3E,CAAC;AAED,SAAS,UAAU,CAAC,IAAY;IAC5B,IAAI,CAAC;QACD,MAAM,KAAK,GAAY,IAAI,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC;QACxC,IAAI,OAAO,KAAK,KAAK,QAAQ,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;YAC9C,OAAO,SAAS,CAAC;QACrB,CAAC;QACD,MAAM,MAAM,GAAG,KAAgC,CAAC;QAChD,IACI,OAAO,MAAM,CAAC,IAAI,KAAK,QAAQ;YAC/B,CAAC,MAAM,CAAC,IAAI,CAAC,IAAI,EAAE;YACnB,CAAC,mBAAmB,CAAC,MAAM,CAAC,IAAI,CAAC;YACjC,OAAO,MAAM,CAAC,SAAS,KAAK,QAAQ;YACpC,CAAC,MAAM,CAAC,QAAQ,CAAC,MAAM,CAAC,SAAS,CAAC,EACpC,CAAC;YACC,OAAO,SAAS,CAAC;QACrB,CAAC;QACD,OAAO;YACH,IAAI,EAAE,MAAM,CAAC,IAAI;YACjB,IAAI,EAAE,MAAM,CAAC,IAAI;YACjB,SAAS,EAAE,MAAM,CAAC,SAAS;SAC9B,CAAC;IACN,CAAC;IAAC,WAAM,CAAC;QACL,OAAO,SAAS,CAAC;IACrB,CAAC;AACL,CAAC;AAED,SAAS,cAAc,CAAC,KAAyB;IAC7C,OAAO,GAAG,IAAI,CAAC,SAAS,CAAC,KAAK,CAAC,IAAI,CAAC;AACxC,CAAC;AAED,SAAS,eAAe,CAAC,KAAyB,EAAE,QAAgB;IAChE,OAAO,KAAK,KAAK,SAAS,IAAI,MAAM,CAAC,SAAS,CAAC,KAAK,CAAC,IAAI,KAAK,GAAG,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,QAAQ,CAAC;AAC1F,CAAC;AAED,MAAM,UAAU,0BAA0B,CACtC,OAAsC,EACtC,KAAa,EACb,OAAmC;;IAEnC,MAAM,aAAa,GAAyB,EAAE,CAAC;IAC/C,MAAM,IAAI,GAAG,IAAI,GAAG,EAAU,CAAC;IAE/B,KAAK,MAAM,KAAK,IAAI,OAAO,EAAE,CAAC;QAC1B,IAAI,CAAC,CAAC,OAAO,CAAC,WAAW,IAAI,KAAK,CAAC,IAAI,KAAK,MAAM,CAAC,IAAI,IAAI,CAAC,GAAG,CAAC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC;YAC1E,SAAS;QACb,CAAC;QACD,IAAI,CAAC,GAAG,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC;QACrB,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAC9B,CAAC;IAED,MAAM,eAAe,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC;IAC5C,OAAO,aAAa;SACf,MAAM,CAAC,KAAK,CAAC,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,WAAW,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC,CAAC;SACnE,KAAK,CAAC,CAAC,EAAE,MAAA,OAAO,CAAC,KAAK,mCAAI,oBAAoB,CAAC,CAAC;AACzD,CAAC;AAED,MAAM,OAAO,iBAAiB;IAQ1B,YACqB,QAAgB,EACjC,UAAoC,EAAE;QADrB,aAAQ,GAAR,QAAQ,CAAQ;QAL7B,YAAO,GAAyB,EAAE,CAAC;QACnC,gBAAW,GAAG,CAAC,CAAC;QAChB,cAAS,GAAG,CAAC,CAAC;QAMlB,IAAI,CAAC,UAAU,GAAG,eAAe,CAAC,OAAO,CAAC,UAAU,EAAE,mBAAmB,CAAC,CAAC;QAC3E,IAAI,CAAC,eAAe,GAAG,IAAI,CAAC,GAAG,CAC3B,IAAI,CAAC,UAAU,EACf,eAAe,CAAC,OAAO,CAAC,eAAe,EAAE,yBAAyB,CAAC,CACtE,CAAC;QACF,IAAI,CAAC,YAAY,GAAG,eAAe,CAAC,OAAO,CAAC,YAAY,EAAE,sBAAsB,CAAC,CAAC;QAClF,IAAI,CAAC,IAAI,EAAE,CAAC;IAChB,CAAC;IAED,UAAU;QACN,OAAO,IAAI,CAAC,OAAO,CAAC;IACxB,CAAC;IAED,MAAM,CAAC,IAAY,EAAE,IAAuB,EAAE,SAAS,GAAG,IAAI,CAAC,GAAG,EAAE;QAChE,MAAM,UAAU,GAAG,IAAI,CAAC,IAAI,EAAE,CAAC;QAC/B,IAAI,CAAC,UAAU,EAAE,CAAC;YACd,OAAO;QACX,CAAC;QAED,MAAM,KAAK,GAAuB,EAAC,IAAI,EAAE,UAAU,EAAE,IAAI,EAAE,SAAS,EAAC,CAAC;QACtE,MAAM,UAAU,GAAG,cAAc,CAAC,KAAK,CAAC,CAAC;QACzC,IAAI,CAAC,OAAO,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;QAC5B,IAAI,IAAI,CAAC,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC,UAAU,EAAE,CAAC;YACxC,IAAI,CAAC,OAAO,CAAC,GAAG,EAAE,CAAC;QACvB,CAAC;QAED,IAAI,CAAC;YACD,SAAS,CAAC,IAAI,CAAC,OAAO,CAAC,IAAI,CAAC,QAAQ,CAAC,EAAE,EAAC,SAAS,EAAE,IAAI,EAAC,CAAC,CAAC;YAC1D,cAAc,CAAC,IAAI,CAAC,QAAQ,EAAE,UAAU,EAAE,EAAC,QAAQ,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,EAAC,CAAC,CAAC;YAC3E,IAAI,CAAC,WAAW,EAAE,CAAC;YACnB,IAAI,CAAC,SAAS,IAAI,MAAM,CAAC,UAAU,CAAC,UAAU,CAAC,CAAC;YAChD,IACI,IAAI,CAAC,WAAW,IAAI,IAAI,CAAC,eAAe;gBACxC,IAAI,CAAC,SAAS,IAAI,IAAI,CAAC,YAAY,EACrC,CAAC;gBACC,IAAI,CAAC,MAAM,EAAE,CAAC;YAClB,CAAC;QACL,CAAC;QAAC,WAAM,CAAC;YACL,qDAAqD;QACzD,CAAC;IACL,CAAC;IAEO,IAAI;QACR,IAAI,OAAe,CAAC;QACpB,IAAI,CAAC;YACD,OAAO,GAAG,YAAY,CAAC,IAAI,CAAC,QAAQ,EAAE,MAAM,CAAC,CAAC;YAC9C,SAAS,CAAC,IAAI,CAAC,QAAQ,EAAE,KAAK,CAAC,CAAC;YAChC,IAAI,CAAC,SAAS,GAAG,QAAQ,CAAC,IAAI,CAAC,QAAQ,CAAC,CAAC,IAAI,CAAC;QAClD,CAAC;QAAC,WAAM,CAAC;YACL,OAAO;QACX,CAAC;QAED,MAAM,KAAK,GAAG,OAAO,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,MAAM,CAAC,IAAI,CAAC,EAAE,CAAC,IAAI,CAAC,IAAI,EAAE,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC;QACzE,IAAI,CAAC,WAAW,GAAG,KAAK,CAAC,MAAM,CAAC;QAChC,IAAI,CAAC,OAAO,GAAG,KAAK;aACf,GAAG,CAAC,UAAU,CAAC;aACf,MAAM,CAAC,CAAC,KAAK,EAA+B,EAAE,CAAC,KAAK,KAAK,SAAS,CAAC;aACnE,KAAK,CAAC,CAAC,IAAI,CAAC,UAAU,CAAC;aACvB,OAAO,EAAE,CAAC;QAEf,IACI,IAAI,CAAC,WAAW,IAAI,IAAI,CAAC,eAAe;YACxC,IAAI,CAAC,SAAS,IAAI,IAAI,CAAC,YAAY,EACrC,CAAC;YACC,IAAI,CAAC,MAAM,EAAE,CAAC;QAClB,CAAC;IACL,CAAC;IAEO,MAAM;QACV,MAAM,cAAc,GAAyB,EAAE,CAAC;QAChD,IAAI,aAAa,GAAG,CAAC,CAAC;QAEtB,KAAK,MAAM,KAAK,IAAI,IAAI,CAAC,OAAO,EAAE,CAAC;YAC/B,IAAI,cAAc,CAAC,MAAM,IAAI,IAAI,CAAC,UAAU,EAAE,CAAC;gBAC3C,MAAM;YACV,CAAC;YACD,MAAM,KAAK,GAAG,MAAM,CAAC,UAAU,CAAC,cAAc,CAAC,KAAK,CAAC,CAAC,CAAC;YACvD,IAAI,aAAa,GAAG,KAAK,GAAG,IAAI,CAAC,YAAY,EAAE,CAAC;gBAC5C,MAAM;YACV,CAAC;YACD,cAAc,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YAC3B,aAAa,IAAI,KAAK,CAAC;QAC3B,CAAC;QAED,MAAM,OAAO,GAAG,cAAc;aACzB,KAAK,EAAE;aACP,OAAO,EAAE;aACT,GAAG,CAAC,cAAc,CAAC;aACnB,IAAI,CAAC,EAAE,CAAC,CAAC;QACd,MAAM,aAAa,GAAG,GAAG,IAAI,CAAC,QAAQ,IAAI,OAAO,CAAC,GAAG,IAAI,IAAI,CAAC,GAAG,EAAE,MAAM,CAAC;QAE1E,IAAI,CAAC;YACD,SAAS,CAAC,IAAI,CAAC,OAAO,CAAC,IAAI,CAAC,QAAQ,CAAC,EAAE,EAAC,SAAS,EAAE,IAAI,EAAC,CAAC,CAAC;YAC1D,aAAa,CAAC,aAAa,EAAE,OAAO,EAAE,EAAC,QAAQ,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,EAAC,CAAC,CAAC;YACvE,UAAU,CAAC,aAAa,EAAE,IAAI,CAAC,QAAQ,CAAC,CAAC;YACzC,IAAI,CAAC,OAAO,GAAG,cAAc,CAAC;YAC9B,IAAI,CAAC,WAAW,GAAG,cAAc,CAAC,MAAM,CAAC;YACzC,IAAI,CAAC,SAAS,GAAG,MAAM,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC;QAChD,CAAC;QAAC,WAAM,CAAC;YACL,IAAI,CAAC;gBACD,UAAU,CAAC,aAAa,CAAC,CAAC;YAC9B,CAAC;YAAC,WAAM,CAAC;gBACL,qDAAqD;YACzD,CAAC;QACL,CAAC;IACL,CAAC;CACJ;AAED,MAAM,UAAU,oBAAoB,CAAC,QAAgB;IACjD,OAAO,IAAI,CAAC,IAAI,CAAC,QAAQ,EAAE,2BAA2B,CAAC,CAAC;AAC5D,CAAC"}
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@@ -1 +1 @@
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1
|
-
{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/commands/balances/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,kBAAkB,EAAE,mBAAmB,EAAE,MAAM,WAAW,CAAC"}
|
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1
|
+
{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/commands/balances/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,kBAAkB,EAAE,MAAM,WAAW,CAAC;AAC/C,YAAY,EAAE,mBAAmB,EAAE,MAAM,WAAW,CAAC"}
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@@ -1 +1 @@
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1
|
-
{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/commands/balances/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,kBAAkB,
|
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1
|
+
{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/commands/balances/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,kBAAkB,EAAE,MAAM,WAAW,CAAC"}
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@@ -7,12 +7,14 @@ export interface ListBalancesOptions {
|
|
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7
7
|
query: string;
|
|
8
8
|
expanded?: number;
|
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9
9
|
format?: OutputFormat;
|
|
10
|
+
trial?: boolean;
|
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10
11
|
}
|
|
11
12
|
/**
|
|
12
|
-
* Determines the appropriate BalanceType based on query operators.
|
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13
|
-
*
|
|
13
|
+
* Determines the appropriate BalanceType based on query operators and output view.
|
|
14
|
+
* Trial balances use totals; otherwise after: means PERIOD and all other queries
|
|
15
|
+
* use CUMULATIVE.
|
|
14
16
|
*/
|
|
15
|
-
export declare function resolveBalanceType(query: string): BalanceType;
|
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17
|
+
export declare function resolveBalanceType(query: string, trial?: boolean): BalanceType;
|
|
16
18
|
/**
|
|
17
19
|
* Fetches balances from a book and returns them as a data table matrix.
|
|
18
20
|
*
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"list.d.ts","sourceRoot":"","sources":["../../../src/commands/balances/list.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,WAAW,EAAE,MAAM,UAAU,CAAC;AAEvC,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,wBAAwB,CAAC;AAG3D;;GAEG;AACH,MAAM,WAAW,mBAAmB;IAChC,KAAK,EAAE,MAAM,CAAC;IACd,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,MAAM,CAAC,EAAE,YAAY,CAAC;
|
|
1
|
+
{"version":3,"file":"list.d.ts","sourceRoot":"","sources":["../../../src/commands/balances/list.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,WAAW,EAAE,MAAM,UAAU,CAAC;AAEvC,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,wBAAwB,CAAC;AAG3D;;GAEG;AACH,MAAM,WAAW,mBAAmB;IAChC,KAAK,EAAE,MAAM,CAAC;IACd,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,MAAM,CAAC,EAAE,YAAY,CAAC;IACtB,KAAK,CAAC,EAAE,OAAO,CAAC;CACnB;AAED;;;;GAIG;AACH,wBAAgB,kBAAkB,CAAC,KAAK,EAAE,MAAM,EAAE,KAAK,UAAQ,GAAG,WAAW,CAK5E;AAwBD;;;;;;GAMG;AACH,wBAAsB,kBAAkB,CACpC,MAAM,EAAE,MAAM,EACd,OAAO,EAAE,mBAAmB,GAC7B,OAAO,CAAC,OAAO,EAAE,EAAE,CAAC,CA6BtB"}
|
|
@@ -11,12 +11,35 @@ import { BalanceType } from 'bkper-js';
|
|
|
11
11
|
import { getBkperInstance } from '../../bkper-factory.js';
|
|
12
12
|
import { warnIfSuspiciousDateVariableQuery } from '../../utils/query-warning.js';
|
|
13
13
|
/**
|
|
14
|
-
* Determines the appropriate BalanceType based on query operators.
|
|
15
|
-
*
|
|
14
|
+
* Determines the appropriate BalanceType based on query operators and output view.
|
|
15
|
+
* Trial balances use totals; otherwise after: means PERIOD and all other queries
|
|
16
|
+
* use CUMULATIVE.
|
|
16
17
|
*/
|
|
17
|
-
export function resolveBalanceType(query) {
|
|
18
|
+
export function resolveBalanceType(query, trial = false) {
|
|
19
|
+
if (trial) {
|
|
20
|
+
return BalanceType.TOTAL;
|
|
21
|
+
}
|
|
18
22
|
return query.includes('after:') ? BalanceType.PERIOD : BalanceType.CUMULATIVE;
|
|
19
23
|
}
|
|
24
|
+
/**
|
|
25
|
+
* Adds the missing trial balance headers from the bkper-js total table builder.
|
|
26
|
+
* CSV total tables already contain a header for metadata, so replace its balance
|
|
27
|
+
* column while preserving property columns.
|
|
28
|
+
*/
|
|
29
|
+
function addTrialHeaders(matrix, csv) {
|
|
30
|
+
if (matrix.length === 0) {
|
|
31
|
+
return matrix;
|
|
32
|
+
}
|
|
33
|
+
const firstRow = matrix[0].map(cell => String(cell).toLowerCase());
|
|
34
|
+
if (firstRow[0] === 'name' && firstRow[1] === 'debit' && firstRow[2] === 'credit') {
|
|
35
|
+
return matrix;
|
|
36
|
+
}
|
|
37
|
+
if (csv) {
|
|
38
|
+
const [header, ...rows] = matrix;
|
|
39
|
+
return [['Name', 'Debit', 'Credit', ...header.slice(2)], ...rows];
|
|
40
|
+
}
|
|
41
|
+
return [['Name', 'Debit', 'Credit'], ...matrix];
|
|
42
|
+
}
|
|
20
43
|
/**
|
|
21
44
|
* Fetches balances from a book and returns them as a data table matrix.
|
|
22
45
|
*
|
|
@@ -29,9 +52,12 @@ export function listBalancesMatrix(bookId, options) {
|
|
|
29
52
|
warnIfSuspiciousDateVariableQuery(options.query);
|
|
30
53
|
const bkper = getBkperInstance();
|
|
31
54
|
const book = yield bkper.getBook(bookId);
|
|
32
|
-
const balanceType = resolveBalanceType(options.query);
|
|
55
|
+
const balanceType = resolveBalanceType(options.query, options.trial);
|
|
33
56
|
const report = yield book.getBalancesReport(options.query);
|
|
34
57
|
const builder = report.createDataTable().type(balanceType);
|
|
58
|
+
if (options.trial) {
|
|
59
|
+
builder.trial(true).period(options.query.includes('after:'));
|
|
60
|
+
}
|
|
35
61
|
if (options.format === 'csv') {
|
|
36
62
|
// CSV: raw values for machine consumption, all metadata
|
|
37
63
|
builder.properties(true).hiddenProperties(true);
|
|
@@ -43,7 +69,8 @@ export function listBalancesMatrix(bookId, options) {
|
|
|
43
69
|
if (options.expanded) {
|
|
44
70
|
builder.expanded(options.expanded);
|
|
45
71
|
}
|
|
46
|
-
|
|
72
|
+
const matrix = builder.build();
|
|
73
|
+
return options.trial ? addTrialHeaders(matrix, options.format === 'csv') : matrix;
|
|
47
74
|
});
|
|
48
75
|
}
|
|
49
76
|
//# sourceMappingURL=list.js.map
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"list.js","sourceRoot":"","sources":["../../../src/commands/balances/list.ts"],"names":[],"mappings":";;;;;;;;;AAAA,OAAO,EAAE,WAAW,EAAE,MAAM,UAAU,CAAC;AACvC,OAAO,EAAE,gBAAgB,EAAE,MAAM,wBAAwB,CAAC;AAE1D,OAAO,EAAE,iCAAiC,EAAE,MAAM,8BAA8B,CAAC;
|
|
1
|
+
{"version":3,"file":"list.js","sourceRoot":"","sources":["../../../src/commands/balances/list.ts"],"names":[],"mappings":";;;;;;;;;AAAA,OAAO,EAAE,WAAW,EAAE,MAAM,UAAU,CAAC;AACvC,OAAO,EAAE,gBAAgB,EAAE,MAAM,wBAAwB,CAAC;AAE1D,OAAO,EAAE,iCAAiC,EAAE,MAAM,8BAA8B,CAAC;AAYjF;;;;GAIG;AACH,MAAM,UAAU,kBAAkB,CAAC,KAAa,EAAE,KAAK,GAAG,KAAK;IAC3D,IAAI,KAAK,EAAE,CAAC;QACR,OAAO,WAAW,CAAC,KAAK,CAAC;IAC7B,CAAC;IACD,OAAO,KAAK,CAAC,QAAQ,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,WAAW,CAAC,MAAM,CAAC,CAAC,CAAC,WAAW,CAAC,UAAU,CAAC;AAClF,CAAC;AAED;;;;GAIG;AACH,SAAS,eAAe,CAAC,MAAmB,EAAE,GAAY;IACtD,IAAI,MAAM,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;QACtB,OAAO,MAAM,CAAC;IAClB,CAAC;IAED,MAAM,QAAQ,GAAG,MAAM,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,IAAI,CAAC,EAAE,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC,WAAW,EAAE,CAAC,CAAC;IACnE,IAAI,QAAQ,CAAC,CAAC,CAAC,KAAK,MAAM,IAAI,QAAQ,CAAC,CAAC,CAAC,KAAK,OAAO,IAAI,QAAQ,CAAC,CAAC,CAAC,KAAK,QAAQ,EAAE,CAAC;QAChF,OAAO,MAAM,CAAC;IAClB,CAAC;IAED,IAAI,GAAG,EAAE,CAAC;QACN,MAAM,CAAC,MAAM,EAAE,GAAG,IAAI,CAAC,GAAG,MAAM,CAAC;QACjC,OAAO,CAAC,CAAC,MAAM,EAAE,OAAO,EAAE,QAAQ,EAAE,GAAG,MAAM,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,GAAG,IAAI,CAAC,CAAC;IACtE,CAAC;IACD,OAAO,CAAC,CAAC,MAAM,EAAE,OAAO,EAAE,QAAQ,CAAC,EAAE,GAAG,MAAM,CAAC,CAAC;AACpD,CAAC;AAED;;;;;;GAMG;AACH,MAAM,UAAgB,kBAAkB,CACpC,MAAc,EACd,OAA4B;;QAE5B,iCAAiC,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;QAEjD,MAAM,KAAK,GAAG,gBAAgB,EAAE,CAAC;QACjC,MAAM,IAAI,GAAG,MAAM,KAAK,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC;QAEzC,MAAM,WAAW,GAAG,kBAAkB,CAAC,OAAO,CAAC,KAAK,EAAE,OAAO,CAAC,KAAK,CAAC,CAAC;QAErE,MAAM,MAAM,GAAG,MAAM,IAAI,CAAC,iBAAiB,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;QAC3D,MAAM,OAAO,GAAG,MAAM,CAAC,eAAe,EAAE,CAAC,IAAI,CAAC,WAAW,CAAC,CAAC;QAE3D,IAAI,OAAO,CAAC,KAAK,EAAE,CAAC;YAChB,OAAO,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,MAAM,CAAC,OAAO,CAAC,KAAK,CAAC,QAAQ,CAAC,QAAQ,CAAC,CAAC,CAAC;QACjE,CAAC;QAED,IAAI,OAAO,CAAC,MAAM,KAAK,KAAK,EAAE,CAAC;YAC3B,wDAAwD;YACxD,OAAO,CAAC,UAAU,CAAC,IAAI,CAAC,CAAC,gBAAgB,CAAC,IAAI,CAAC,CAAC;QACpD,CAAC;aAAM,CAAC;YACJ,8CAA8C;YAC9C,OAAO,CAAC,YAAY,CAAC,IAAI,CAAC,CAAC,WAAW,CAAC,IAAI,CAAC,CAAC;QACjD,CAAC;QAED,IAAI,OAAO,CAAC,QAAQ,EAAE,CAAC;YACnB,OAAO,CAAC,QAAQ,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC;QACvC,CAAC;QAED,MAAM,MAAM,GAAG,OAAO,CAAC,KAAK,EAAE,CAAC;QAC/B,OAAO,OAAO,CAAC,KAAK,CAAC,CAAC,CAAC,eAAe,CAAC,MAAM,EAAE,OAAO,CAAC,MAAM,KAAK,KAAK,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC;IACtF,CAAC;CAAA"}
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"register.d.ts","sourceRoot":"","sources":["../../../src/commands/balances/register.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAMzC,wBAAgB,uBAAuB,CAAC,OAAO,EAAE,OAAO,GAAG,IAAI,
|
|
1
|
+
{"version":3,"file":"register.d.ts","sourceRoot":"","sources":["../../../src/commands/balances/register.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAMzC,wBAAgB,uBAAuB,CAAC,OAAO,EAAE,OAAO,GAAG,IAAI,CA2B9D"}
|
|
@@ -19,6 +19,7 @@ export function registerBalanceCommands(program) {
|
|
|
19
19
|
.option('-b, --book <bookId>', 'Book ID')
|
|
20
20
|
.option('-q, --query <query>', 'Balances query')
|
|
21
21
|
.option('--expanded <level>', 'Expand groups to specified depth (0+)', parseInt)
|
|
22
|
+
.option('--trial', 'Split total balances into debit and credit columns')
|
|
22
23
|
.action(options => withAction('listing balances', (format) => __awaiter(this, void 0, void 0, function* () {
|
|
23
24
|
throwIfErrors(validateRequiredOptions(options, [
|
|
24
25
|
{ name: 'book', flag: '--book' },
|
|
@@ -28,6 +29,7 @@ export function registerBalanceCommands(program) {
|
|
|
28
29
|
query: options.query,
|
|
29
30
|
expanded: options.expanded,
|
|
30
31
|
format,
|
|
32
|
+
trial: options.trial,
|
|
31
33
|
});
|
|
32
34
|
renderTable(matrix, format);
|
|
33
35
|
}))());
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"register.js","sourceRoot":"","sources":["../../../src/commands/balances/register.ts"],"names":[],"mappings":";;;;;;;;;AACA,OAAO,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAC1C,OAAO,EAAE,WAAW,EAAE,MAAM,uBAAuB,CAAC;AACpD,OAAO,EAAE,uBAAuB,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AACnF,OAAO,EAAE,kBAAkB,EAAE,MAAM,YAAY,CAAC;AAEhD,MAAM,UAAU,uBAAuB,CAAC,OAAgB;IACpD,MAAM,cAAc,GAAG,OAAO,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC,WAAW,CAAC,iBAAiB,CAAC,CAAC;IAEjF,cAAc;SACT,OAAO,CAAC,MAAM,CAAC;SACf,WAAW,CAAC,eAAe,CAAC;SAC5B,MAAM,CAAC,qBAAqB,EAAE,SAAS,CAAC;SACxC,MAAM,CAAC,qBAAqB,EAAE,gBAAgB,CAAC;SAC/C,MAAM,CAAC,oBAAoB,EAAE,uCAAuC,EAAE,QAAQ,CAAC;SAC/E,MAAM,CAAC,OAAO,CAAC,EAAE,CACd,UAAU,CAAC,kBAAkB,EAAE,CAAM,MAAM,EAAC,EAAE;QAC1C,aAAa,CACT,uBAAuB,CAAC,OAAO,EAAE;YAC7B,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,QAAQ,EAAE;YAChC,EAAE,IAAI,EAAE,OAAO,EAAE,IAAI,EAAE,SAAS,EAAE;SACrC,CAAC,CACL,CAAC;QACF,MAAM,MAAM,GAAG,MAAM,kBAAkB,CAAC,OAAO,CAAC,IAAI,EAAE;YAClD,KAAK,EAAE,OAAO,CAAC,KAAK;YACpB,QAAQ,EAAE,OAAO,CAAC,QAAQ;YAC1B,MAAM;
|
|
1
|
+
{"version":3,"file":"register.js","sourceRoot":"","sources":["../../../src/commands/balances/register.ts"],"names":[],"mappings":";;;;;;;;;AACA,OAAO,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAC1C,OAAO,EAAE,WAAW,EAAE,MAAM,uBAAuB,CAAC;AACpD,OAAO,EAAE,uBAAuB,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AACnF,OAAO,EAAE,kBAAkB,EAAE,MAAM,YAAY,CAAC;AAEhD,MAAM,UAAU,uBAAuB,CAAC,OAAgB;IACpD,MAAM,cAAc,GAAG,OAAO,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC,WAAW,CAAC,iBAAiB,CAAC,CAAC;IAEjF,cAAc;SACT,OAAO,CAAC,MAAM,CAAC;SACf,WAAW,CAAC,eAAe,CAAC;SAC5B,MAAM,CAAC,qBAAqB,EAAE,SAAS,CAAC;SACxC,MAAM,CAAC,qBAAqB,EAAE,gBAAgB,CAAC;SAC/C,MAAM,CAAC,oBAAoB,EAAE,uCAAuC,EAAE,QAAQ,CAAC;SAC/E,MAAM,CAAC,SAAS,EAAE,oDAAoD,CAAC;SACvE,MAAM,CAAC,OAAO,CAAC,EAAE,CACd,UAAU,CAAC,kBAAkB,EAAE,CAAM,MAAM,EAAC,EAAE;QAC1C,aAAa,CACT,uBAAuB,CAAC,OAAO,EAAE;YAC7B,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,QAAQ,EAAE;YAChC,EAAE,IAAI,EAAE,OAAO,EAAE,IAAI,EAAE,SAAS,EAAE;SACrC,CAAC,CACL,CAAC;QACF,MAAM,MAAM,GAAG,MAAM,kBAAkB,CAAC,OAAO,CAAC,IAAI,EAAE;YAClD,KAAK,EAAE,OAAO,CAAC,KAAK;YACpB,QAAQ,EAAE,OAAO,CAAC,QAAQ;YAC1B,MAAM;YACN,KAAK,EAAE,OAAO,CAAC,KAAK;SACvB,CAAC,CAAC;QACH,WAAW,CAAC,MAAM,EAAE,MAAM,CAAC,CAAC;IAChC,CAAC,CAAA,CAAC,EAAE,CACP,CAAC;AACV,CAAC"}
|
package/lib/docs/apps/ai.md
CHANGED
|
@@ -1,270 +1,123 @@
|
|
|
1
1
|
# Add Bkper AI to an App
|
|
2
2
|
|
|
3
|
-
Bkper
|
|
3
|
+
Bkper Platform apps can call [Bkper AI](https://bkper.com/docs/ai/ai-gateway.md) without storing a model-provider key. The platform authorizes the Worker's request using the current user and attributes usage to the app. Model output is a suggestion, not permission to change a Book: keep decisions about resource movements and any resulting writes in application code.
|
|
4
4
|
|
|
5
|
-
|
|
5
|
+
This guide covers a server-side, non-streaming language response. It uses AI SDK to draft a review note from a transaction description. No Book data is written by the example.
|
|
6
6
|
|
|
7
|
-
|
|
7
|
+
## Choose the kind of response
|
|
8
8
|
|
|
9
|
-
|
|
9
|
+
- **A bounded yes/no, choice, or score?** Use a typed evaluation (Jev) at `POST /v1/evaluations`.
|
|
10
|
+
- **Generated text or a custom JSON object?** Use a language model at `POST /v1/responses`. AI SDK is an option for this path.
|
|
10
11
|
|
|
11
|
-
|
|
12
|
+
Pick a model of the corresponding `type` from the live [`GET /v1/models` catalog](https://ai.bkper.app/v1/models). The catalog also tells you which language models support strict structured output. AI SDK's **Open Responses provider** covers language responses, not Bkper's typed evaluation endpoint. For Jev, use HTTP or implement an AI SDK evaluation-model adapter for `experimental_evaluate`, as `bkper-agent` does. See [Typed evaluations](https://bkper.com/docs/ai/ai-gateway.md#typed-evaluations) and the [Merge Duplicates app](https://github.com/bkper/bkper-apps/tree/main/merge-duplicates) for a human-reviewed HTTP example.
|
|
12
13
|
|
|
13
|
-
|
|
14
|
-
2. Bkper validates the token, mounts the user and app identity as outbound context, and removes the token before invoking the app Worker.
|
|
15
|
-
3. The Worker calls `https://ai.bkper.app/v1/*` without reading, storing, or forwarding the token.
|
|
16
|
-
4. Platform outbound injects Bkper authorization and overwrites `bkper-agent-id` and `bkper-ai-source` with the authenticated app identity.
|
|
14
|
+
## Keep authentication in the platform
|
|
17
15
|
|
|
18
|
-
|
|
16
|
+
For an interactive app, the flow is:
|
|
19
17
|
|
|
20
|
-
|
|
18
|
+
1. The client calls a typed app `/api/*` route through `auth.authenticatedFetch()` (or another authenticated client). The template's generated API client can use that fetch provider.
|
|
19
|
+
2. Bkper verifies the user's token, removes it before invoking the Worker, and establishes user and app context for outbound requests.
|
|
20
|
+
3. The Worker calls `https://ai.bkper.app/v1/*`. Platform outbound adds authorization and app attribution. **Do not read, forward, or store the user's token in the Worker.**
|
|
21
21
|
|
|
22
|
-
|
|
22
|
+
An authenticated `/events` handler has the same outbound context. A page request does not; start interactive inference from an authenticated `/api/*` route, not from the page handler or the browser.
|
|
23
23
|
|
|
24
|
-
|
|
25
|
-
interface AnalyzeRequest {
|
|
26
|
-
first: {
|
|
27
|
-
date: string;
|
|
28
|
-
amount: string;
|
|
29
|
-
description: string;
|
|
30
|
-
fromAccount: string | null;
|
|
31
|
-
toAccount: string | null;
|
|
32
|
-
};
|
|
33
|
-
second: {
|
|
34
|
-
date: string;
|
|
35
|
-
amount: string;
|
|
36
|
-
description: string;
|
|
37
|
-
fromAccount: string | null;
|
|
38
|
-
toAccount: string | null;
|
|
39
|
-
};
|
|
40
|
-
}
|
|
41
|
-
|
|
42
|
-
export async function analyzePair(auth: AuthProvider, request: AnalyzeRequest): Promise {
|
|
43
|
-
return auth.authenticatedFetch('/api/v1/analyze', {
|
|
44
|
-
method: 'POST',
|
|
45
|
-
headers: { 'content-type': 'application/json' },
|
|
46
|
-
body: JSON.stringify(request),
|
|
47
|
-
});
|
|
48
|
-
}
|
|
49
|
-
```
|
|
24
|
+
## Example: draft a review note with AI SDK
|
|
50
25
|
|
|
51
|
-
|
|
52
|
-
|
|
53
|
-
## Discover the current default model
|
|
54
|
-
|
|
55
|
-
The live model catalog is authoritative. It publishes the current default, model IDs, modalities, structured-output support, reasoning levels, context and output limits, and effective usage rates.
|
|
26
|
+
Add `ai`, `@ai-sdk/open-responses`, and `zod` to the **Worker** package. Keep this code in a server service called from your authenticated app API route; define the route's request and response in the app's Zod/OpenAPI contract. The service takes only the description needed for this task, discovers the current language model, and validates its output before returning it to the caller.
|
|
56
27
|
|
|
57
28
|
```ts
|
|
58
|
-
|
|
59
|
-
|
|
60
|
-
|
|
61
|
-
|
|
62
|
-
|
|
63
|
-
}
|
|
64
|
-
|
|
65
|
-
export async function
|
|
66
|
-
|
|
67
|
-
|
|
68
|
-
|
|
69
|
-
}
|
|
70
|
-
|
|
71
|
-
|
|
29
|
+
import { createOpenResponses } from '@ai-sdk/open-responses';
|
|
30
|
+
import { generateText, Output } from 'ai';
|
|
31
|
+
import { z } from 'zod';
|
|
32
|
+
|
|
33
|
+
const BASE_URL = 'https://ai.bkper.app/v1';
|
|
34
|
+
const ReviewNote = z.strictObject({ note: z.string() });
|
|
35
|
+
|
|
36
|
+
export async function draftReviewNote(
|
|
37
|
+
description: string,
|
|
38
|
+
fetcher: typeof fetch = fetch
|
|
39
|
+
): Promise<{ note: string }> {
|
|
40
|
+
const response = await fetcher(`${BASE_URL}/models`);
|
|
41
|
+
if (!response.ok) throw new Error(`Model discovery failed (${response.status}).`);
|
|
42
|
+
|
|
43
|
+
const catalog = z
|
|
44
|
+
.object({
|
|
45
|
+
default_model: z.string(),
|
|
46
|
+
data: z.array(
|
|
47
|
+
z.object({
|
|
48
|
+
id: z.string(),
|
|
49
|
+
type: z.string(),
|
|
50
|
+
structured_output: z
|
|
51
|
+
.object({
|
|
52
|
+
json_schema: z.boolean(),
|
|
53
|
+
strict: z.boolean(),
|
|
54
|
+
})
|
|
55
|
+
.optional(),
|
|
56
|
+
})
|
|
57
|
+
),
|
|
58
|
+
})
|
|
59
|
+
.parse(await response.json());
|
|
60
|
+
const model = catalog.data.find(item => item.id === catalog.default_model);
|
|
72
61
|
if (
|
|
73
|
-
|
|
74
|
-
|
|
75
|
-
!
|
|
62
|
+
model?.type !== 'language' ||
|
|
63
|
+
!model.structured_output?.json_schema ||
|
|
64
|
+
!model.structured_output.strict
|
|
76
65
|
) {
|
|
77
|
-
throw new Error('
|
|
66
|
+
throw new Error('The default model does not support strict JSON output.');
|
|
78
67
|
}
|
|
79
68
|
|
|
80
|
-
const
|
|
81
|
-
|
|
82
|
-
|
|
83
|
-
|
|
84
|
-
!isRecord(model.structured_output) ||
|
|
85
|
-
model.structured_output.json_schema !== true ||
|
|
86
|
-
model.structured_output.strict !== true
|
|
87
|
-
) {
|
|
88
|
-
throw new Error('The default Bkper AI model does not support strict structured output.');
|
|
89
|
-
}
|
|
90
|
-
return defaultModel;
|
|
91
|
-
}
|
|
92
|
-
```
|
|
93
|
-
|
|
94
|
-
This example uses `default_model` after validating the capability required by the request. If an app requires another modality, file type, reasoning level, or limit, intentionally select and validate another model from the catalog's `data` array. Apps may cache the catalog briefly rather than fetching it for every inference request.
|
|
95
|
-
|
|
96
|
-
## Request strict structured output
|
|
97
|
-
|
|
98
|
-
Keep inference in a server service and make `fetch` injectable for unit tests. This example sends only the transaction facts needed for duplicate evaluation. It omits transaction IDs, Account IDs, unrelated properties, and other Book data.
|
|
99
|
-
|
|
100
|
-
```ts
|
|
101
|
-
const EvaluationJsonSchema = {
|
|
102
|
-
type: 'object',
|
|
103
|
-
properties: {
|
|
104
|
-
duplicate: { type: 'boolean' },
|
|
105
|
-
strength: { type: 'string', enum: ['Strong', 'Possible'] },
|
|
106
|
-
explanation: { type: 'string', maxLength: 180 },
|
|
107
|
-
},
|
|
108
|
-
required: ['duplicate', 'strength', 'explanation'],
|
|
109
|
-
additionalProperties: false,
|
|
110
|
-
} as const;
|
|
111
|
-
|
|
112
|
-
export interface DuplicateEvaluation {
|
|
113
|
-
duplicate: boolean;
|
|
114
|
-
strength: 'Strong' | 'Possible';
|
|
115
|
-
explanation: string;
|
|
116
|
-
}
|
|
117
|
-
|
|
118
|
-
export class BkperAiError extends Error {
|
|
119
|
-
constructor(
|
|
120
|
-
readonly status: number,
|
|
121
|
-
readonly code: string,
|
|
122
|
-
message: string
|
|
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) {
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super(message);
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export async function evaluateDuplicate(
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candidate: AnalyzeRequest,
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fetcher: Fetcher = fetch
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): Promise {
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const response = await fetcher(`${AI_BASE_URL}/responses`, {
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method: 'POST',
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headers: { 'content-type': 'application/json' },
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body: JSON.stringify({
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model,
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instructions:
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input: [
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{
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role: 'user',
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content: [
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{
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text: JSON.stringify(candidate),
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text: {
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format: {
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type: 'json_schema',
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name: 'duplicate_evaluation',
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schema: EvaluationJsonSchema,
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strict: true,
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},
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stream: false,
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store: false,
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}),
|
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|
+
const provider = createOpenResponses({
|
|
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|
+
name: 'bkper-ai',
|
|
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|
+
url: `${BASE_URL}/responses`,
|
|
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+
fetch: fetcher,
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});
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if (!isDuplicateEvaluation(value)) {
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throw new Error('Bkper AI output did not match the required schema.');
|
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}
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return value;
|
|
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|
+
const { output } = await generateText({
|
|
75
|
+
model: provider(model.id),
|
|
76
|
+
system: 'Draft a short, neutral review note. Do not invent facts or change Accounts.',
|
|
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|
+
prompt: description,
|
|
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|
+
output: Output.object({ schema: ReviewNote }),
|
|
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|
+
maxRetries: 0,
|
|
80
|
+
});
|
|
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|
+
return ReviewNote.parse(output);
|
|
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|
}
|
|
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83
|
```
|
|
179
84
|
|
|
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-
|
|
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|
+
**This example is for a Bkper Platform Worker.** With no SDK `apiKey`, the Open Responses provider sends no `Authorization` header; platform outbound supplies authorization and app attribution. A standalone integration such as `bkper-agent` must instead obtain and send its own Bkper OAuth token. Open Responses always requests `strict: true` for structured JSON and omits `store`; Bkper AI treats an omitted `store` as `false` and never persists response state. If you need `strict: false` for a model-supported flexible schema, use `@ai-sdk/openai` with its `.responses()` model and `strictJsonSchema: false`, as `bkper-agent` does. You may cache the catalog briefly instead of fetching it for every call.
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86
|
|
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182
|
-
|
|
87
|
+
The schema deliberately checks only that a `note` string exists. Constraints such as a minimum or maximum string length are **not needed for this example** and may not be supported by every model's strict JSON Schema subset. If your app needs a length limit, check it in application code after generation.
|
|
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88
|
|
|
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|
-
|
|
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|
+
## Before using the result
|
|
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90
|
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|
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|
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|
-
|
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189
|
-
|
|
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}
|
|
91
|
+
- Send only task-relevant data. Validate input and Book permissions at the app API boundary. A generated note must not create, merge, or alter a transaction without deterministic application rules and any required human confirmation.
|
|
92
|
+
- If model discovery fails or output does not match the schema, fail safely. Avoid automatic retries on actions that may consume allowance.
|
|
93
|
+
- When the AI request fails, preserve the upstream HTTP status, error code, and message **when Bkper AI supplies them**, so users can understand failures such as an exhausted allowance. AI SDK exposes HTTP failures as `APICallError`; read the Bkper AI error envelope from `responseBody`, not from the SDK's generic message. For `NoObjectGeneratedError` or transport errors, return a safe app-defined error instead. Do not return prompts, raw responses, or stack traces to clients.
|
|
94
|
+
- Unit-test the server service with a mocked `fetch`: verify the model's type and capability, that no `Authorization` or attribution headers leave the Worker, that only necessary data is sent and `store: true` is never requested, that malformed output is rejected, and that errors remain actionable. Then run the app's normal check/build.
|
|
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95
|
|
|
192
|
-
|
|
193
|
-
for (const item of payload.output) {
|
|
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|
-
if (!isRecord(item) || item.type !== 'message' || !Array.isArray(item.content)) continue;
|
|
195
|
-
for (const part of item.content) {
|
|
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|
-
if (isRecord(part) && part.type === 'output_text' && typeof part.text === 'string') {
|
|
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|
-
texts.push(part.text);
|
|
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|
-
}
|
|
199
|
-
}
|
|
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|
-
}
|
|
201
|
-
if (texts.length === 0) throw new Error('Bkper AI returned no output text.');
|
|
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|
-
return texts.join('');
|
|
203
|
-
}
|
|
96
|
+
For example, a route can extract the safe fields before mapping them into its typed error response:
|
|
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97
|
|
|
205
|
-
|
|
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|
-
|
|
207
|
-
|
|
208
|
-
|
|
209
|
-
|
|
210
|
-
|
|
211
|
-
|
|
212
|
-
|
|
213
|
-
}
|
|
214
|
-
|
|
215
|
-
function readAiError(payload: unknown): { code: string; message: string } {
|
|
216
|
-
if (
|
|
217
|
-
isRecord(payload) &&
|
|
218
|
-
isRecord(payload.error) &&
|
|
219
|
-
typeof payload.error.code === 'string' &&
|
|
220
|
-
typeof payload.error.message === 'string'
|
|
221
|
-
) {
|
|
222
|
-
return { code: payload.error.code, message: payload.error.message };
|
|
98
|
+
```ts
|
|
99
|
+
import { APICallError } from 'ai';
|
|
100
|
+
|
|
101
|
+
function bkperAiError(error: unknown) {
|
|
102
|
+
if (!APICallError.isInstance(error)) return null;
|
|
103
|
+
let body: unknown;
|
|
104
|
+
try {
|
|
105
|
+
body = JSON.parse(error.responseBody ?? '');
|
|
106
|
+
} catch {
|
|
107
|
+
return null;
|
|
223
108
|
}
|
|
224
|
-
|
|
109
|
+
const parsed = z
|
|
110
|
+
.object({
|
|
111
|
+
error: z.object({ code: z.string(), message: z.string() }),
|
|
112
|
+
})
|
|
113
|
+
.safeParse(body);
|
|
114
|
+
if (!parsed.success) return null;
|
|
115
|
+
return {
|
|
116
|
+
status: error.statusCode ?? 502,
|
|
117
|
+
code: parsed.data.error.code,
|
|
118
|
+
message: parsed.data.error.message,
|
|
119
|
+
};
|
|
225
120
|
}
|
|
226
121
|
```
|
|
227
122
|
|
|
228
|
-
|
|
229
|
-
|
|
230
|
-
## Test the boundary
|
|
231
|
-
|
|
232
|
-
Use a mocked `fetch` to protect the integration contract without making live model calls:
|
|
233
|
-
|
|
234
|
-
```ts
|
|
235
|
-
expect(capturedRequest.headers.get('authorization')).toBeNull();
|
|
236
|
-
expect(requestBody.store).toBe(false);
|
|
237
|
-
expect(requestBody.stream).toBe(false);
|
|
238
|
-
expect(requestBody.text).toMatchObject({
|
|
239
|
-
format: { type: 'json_schema', strict: true },
|
|
240
|
-
});
|
|
241
|
-
```
|
|
242
|
-
|
|
243
|
-
Also test that the service:
|
|
244
|
-
|
|
245
|
-
- validates that the catalog's `default_model` supports strict structured output;
|
|
246
|
-
- rejects malformed or schema-incompatible output;
|
|
247
|
-
- preserves Bkper AI error status, code, and message;
|
|
248
|
-
- does not send internal identifiers or unrelated Book data.
|
|
249
|
-
|
|
250
|
-
## Implementation checklist
|
|
251
|
-
|
|
252
|
-
Before considering the integration complete:
|
|
253
|
-
|
|
254
|
-
- [ ] The client calls a typed `/api/*` route through authenticated fetch.
|
|
255
|
-
- [ ] Worker code never reads, stores, or forwards the Bkper bearer token.
|
|
256
|
-
- [ ] The app discovers models from `GET /v1/models` and intentionally chooses a returned ID.
|
|
257
|
-
- [ ] Inference runs in a server service with an injectable `fetch`.
|
|
258
|
-
- [ ] The request uses strict structured output, `stream: false`, and `store: false`.
|
|
259
|
-
- [ ] Only data required for the task is sent to inference.
|
|
260
|
-
- [ ] Returned JSON is parsed and independently validated.
|
|
261
|
-
- [ ] Error status, code, and message remain available to the caller.
|
|
262
|
-
- [ ] Unit tests cover the request, response, validation, and error boundaries.
|
|
263
|
-
- [ ] The app's normal `npm run check` or `bun run check` succeeds.
|
|
264
|
-
|
|
265
|
-
## Next steps
|
|
266
|
-
|
|
267
|
-
- [Read the client-agnostic Bkper AI Provider guide](https://bkper.com/docs/ai/bkper-ai-provider.md) for privacy boundaries, the complete supported profile, and advanced features.
|
|
268
|
-
- [Inspect the live model catalog](https://ai.bkper.app/v1/models).
|
|
269
|
-
- [Browse the generated AI API reference](https://bkper.com/docs/api/ai.md) when exact request or response schema details are needed.
|
|
270
|
-
- [Review the Merge Duplicates implementation](https://github.com/bkper/bkper-apps/tree/main/merge-duplicates) for a platform-app example with deterministic candidate filtering, strict structured output, and human-confirmed merges.
|
|
123
|
+
For direct HTTP calls, advanced features, or exact request and response fields, use the [Bkper AI API reference](https://bkper.com/docs/api/ai.md) and [AI Gateway guide](https://bkper.com/docs/ai/ai-gateway.md). Bkper AI implements a documented subset of Open Responses, not every OpenAI or AI SDK feature.
|
|
@@ -28,19 +28,13 @@ See [App Configuration](https://bkper.com/docs/platform/apps/configuration.md) f
|
|
|
28
28
|
|
|
29
29
|
## Default visibility
|
|
30
30
|
|
|
31
|
-
|
|
31
|
+
Unpublished apps appear in listings for their owner, developers, and users matched by `bkper.yaml`:
|
|
32
32
|
|
|
33
33
|
```yaml
|
|
34
|
-
|
|
35
|
-
users: alice bob
|
|
36
|
-
|
|
37
|
-
# Your entire domain
|
|
38
|
-
users: *@yourcompany.com
|
|
34
|
+
users: alice bob@example.com *@yourcompany.com
|
|
39
35
|
```
|
|
40
36
|
|
|
41
|
-
|
|
42
|
-
|
|
43
|
-
Your team can install and use the app, but it doesn't appear in the public Bkper app directory for other users.
|
|
37
|
+
An exact email matches only that account, case-insensitively. `*@yourcompany.com` matches the hosted domain. Other users won't see an unpublished app in listings.
|
|
44
38
|
|
|
45
39
|
## Publishing to all users
|
|
46
40
|
|
|
@@ -83,8 +83,8 @@ deployment:
|
|
|
83
83
|
|
|
84
84
|
| Field | Description |
|
|
85
85
|
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------ |
|
|
86
|
-
| `developers` |
|
|
87
|
-
| `users` | Who can
|
|
86
|
+
| `developers` | Can update, deploy, and access managed source. Comma- or space-separated usernames, exact emails (case-insensitive), or hosted-domain patterns (`*@example.com`). |
|
|
87
|
+
| `users` | Who can find an unpublished app in listings. Accepts the same entries as `developers`. |
|
|
88
88
|
|
|
89
89
|
### Menu integration
|
|
90
90
|
|
|
@@ -22,7 +22,7 @@ Source and deployment remain separate. `git push` stores source only and **never
|
|
|
22
22
|
|
|
23
23
|
CLI-managed pushes are clean-tree and fast-forward-only. The CLI never commits, merges, rebases, force-pushes, resets, or discards files. Authorized developers may use ordinary Git commands, including an intentional force-push, but a push still never deploys.
|
|
24
24
|
|
|
25
|
-
Configured App developers, including
|
|
25
|
+
Configured App developers, including exact email entries and domain patterns such as `*@example.com`, can read and modify private managed source under the existing owner/developer policy. An exact email matches only that account (case-insensitively); a domain pattern grants access across the hosted domain. App users and Book collaborators do not receive source access unless they also satisfy that developer policy. Repository credentials are exact URL/path-scoped, noninteractive, and valid for five minutes; they are never persisted by Bkper.
|
|
26
26
|
|
|
27
27
|
### Migrate from an external Git provider
|
|
28
28
|
|
|
@@ -360,14 +360,15 @@ deprecated: false
|
|
|
360
360
|
# -----------------------------------------------------------------------------
|
|
361
361
|
# ACCESS CONTROL
|
|
362
362
|
# -----------------------------------------------------------------------------
|
|
363
|
-
# Who can update the app
|
|
364
|
-
# Comma-
|
|
365
|
-
#
|
|
366
|
-
|
|
367
|
-
|
|
368
|
-
|
|
369
|
-
#
|
|
370
|
-
|
|
363
|
+
# Who can update the app, access managed source, and deploy new versions.
|
|
364
|
+
# Comma- or space-separated Bkper usernames, exact emails, or domain patterns.
|
|
365
|
+
# An exact email matches only that account (case-insensitively).
|
|
366
|
+
# Use *@yourdomain.com only to grant access to the entire hosted domain.
|
|
367
|
+
developers: victor, aldo@example.com, *@bkper.com
|
|
368
|
+
|
|
369
|
+
# Who can find the unpublished app in listings (along with its owner and developers).
|
|
370
|
+
# Same entry formats as developers; public listing requires publication review.
|
|
371
|
+
users: maria, alice@example.com, *@acme.com
|
|
371
372
|
|
|
372
373
|
# -----------------------------------------------------------------------------
|
|
373
374
|
# MENU INTEGRATION (optional)
|
|
@@ -381,6 +381,10 @@ bkper balance list -b abc123 -q 'on:2025-12-31'
|
|
|
381
381
|
|
|
382
382
|
# Monthly balance evolution of one account during 2025
|
|
383
383
|
bkper balance list -b abc123 -q "account:'<accountName>' after:2025-01-01 before:2026-01-01 by:m" --expanded 2
|
|
384
|
+
|
|
385
|
+
# Point-in-time trial view with separate debit and credit columns
|
|
386
|
+
bkper balance list -b abc123 \
|
|
387
|
+
-q "group:'<balanceSheetRootGroup>' before:2026-01-01" --expanded 2 --trial
|
|
384
388
|
```
|
|
385
389
|
|
|
386
390
|
<details>
|
|
@@ -388,6 +392,9 @@ bkper balance list -b abc123 -q "account:'<accountName>' after:2025-01-01 before
|
|
|
388
392
|
|
|
389
393
|
- `balance list -b <bookId> -q <query>` - List balances
|
|
390
394
|
- `--expanded <level>` - Expand groups to specified depth (`0`+)
|
|
395
|
+
- `--trial` - Show total balances in separate debit and credit columns
|
|
396
|
+
|
|
397
|
+
`--trial` uses cumulative balances unless the query contains `after:`, in which case it uses period movements. It works with any balance query. A filtered subset, including Balance Sheet accounts alone, is not necessarily zero-sum; the Book-wide ledger remains zero-sum.
|
|
391
398
|
|
|
392
399
|
</details>
|
|
393
400
|
|
package/lib/docs/index.md
CHANGED
|
@@ -10,7 +10,7 @@ For Bkper app implementation, refactoring, or code review, always read `apps/qua
|
|
|
10
10
|
- `cli/data-management.md` — CLI reference for managing financial data and files: books, accounts, groups, files, transactions, per-account balance queries, query operators (on:, after:, before:, account:, group:), output formats (table/json/csv), human-review Bkper UI links, batch operations via stdin/piping, collections.
|
|
11
11
|
- `cli/app-management.md` — CLI reference for building and deploying Bkper apps: init/git clone/credential helpers, dev/build/deploy workflow, app install/uninstall, secrets management, app logs, bkper.yaml configuration reference (identity, branding, events, menu integration, deployment).
|
|
12
12
|
- `apps/overview.md` — Platform evaluation and capability overview: use when comparing managed Bkper hosting with self-managed infrastructure or clarifying platform responsibilities; use the task-specific app references for implementation.
|
|
13
|
-
- `apps/ai.md` — Bkper AI
|
|
13
|
+
- `apps/ai.md` — Bkper AI in Platform apps: choose Jev typed evaluations or Open Responses language models, authenticate through app `/api/*` routes, discover model capabilities, validate output, and keep Book writes under deterministic application control.
|
|
14
14
|
- `apps/first-app.md` — First-app walkthrough: scaffold, install, run locally, trigger an event, customize the listing, establish shared source, check, and deploy.
|
|
15
15
|
- `apps/architecture.md` — App and template architecture: npm workspace structure, Lit/Vite client, Hono Worker, typed `/api/*` contracts, authentication, `/events`, static assets, and supported app shapes.
|
|
16
16
|
- `apps/quality.md` — Cross-cutting quality guidance for Bkper apps: UI consistency, immediate first rendering, typed API contracts, cohesive low-coupling modules, separation of business behavior from connectors and storage, security, and final implementation review. Load for app implementation, refactoring, or review tasks.
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "bkper",
|
|
3
|
-
"version": "4.
|
|
3
|
+
"version": "4.31.0",
|
|
4
4
|
"description": "Official Bkper CLI for accounting data, automation, apps, and AI agents",
|
|
5
5
|
"bin": {
|
|
6
6
|
"bkper": "./lib/cli.js"
|
|
@@ -61,8 +61,8 @@
|
|
|
61
61
|
"upgrade:api": "bun update @bkper/bkper-api-types --latest && bun update bkper-js --latest"
|
|
62
62
|
},
|
|
63
63
|
"dependencies": {
|
|
64
|
-
"@earendil-works/pi-coding-agent": "0.
|
|
65
|
-
"@earendil-works/pi-tui": "0.
|
|
64
|
+
"@earendil-works/pi-coding-agent": "0.87.0",
|
|
65
|
+
"@earendil-works/pi-tui": "0.87.0",
|
|
66
66
|
"bkper-js": "^2.42.0",
|
|
67
67
|
"commander": "^13.1.0",
|
|
68
68
|
"dotenv": "^8.2.0",
|