storno-cli 1.0.49 → 1.0.51

package/TOOLS.md

@@ -55,6 +55,7 @@ Each tool can be called by any MCP-compatible AI assistant (Claude Code, Cursor,
 - [Fiscal Calendar](#fiscal-calendar)
 - [Partners (verification and rules)](#partners-verification-and-rules)
 - [Fleet (parc auto) and expiry alerts](#fleet-parc-auto-and-expiry-alerts)
+- [Calendar subscription](#calendar-subscription)
 - [Integrations (partner platforms)](#integrations-partner-platforms)
 
 **Total tools: 367**
@@ -1637,6 +1638,20 @@ Get detailed information about a specific recurring invoice template including a
 | `uuid` | string | Yes | UUID of the recurring invoice template |
 | `companyId` | string | No | Company UUID (overrides configured default) |
 
+### Template placeholders
+
+Notes and line descriptions of a template are rendered on every issuance:
+
+| Placeholder | Value |
+|---|---|
+| `[[luna]]`, `[[luna-1]]`, `[[luna+1]]` | the month in Romanian, with an offset |
+| `[[luna_nr]]`, `[[an]]` (± N) | month number, year |
+| `[[curs]]` | the BNR rate note of the issue date for every currency used (`Curs BNR 20.10.2026: 1 EUR = 5.0700 RON`) |
+| `[[suma:EXPR]]` | an amount computed from `EXPR`, e.g. `[[suma:1900*curs]]`; names: `curs` (rate of the first reference currency of the lines, EUR otherwise), `curs_EUR`, `curs_USD`…, `sold`, `sold_anterior`, `rata`, `luna_nr`, `an`; `+ - * /` and parentheses |
+| `[[sold]]`, `[[sold_anterior]]`, `[[rata]]` | with a running `balance`: what is left after this invoice, what there was before, what this invoice deducts |
+
+Amounts print in Romanian format (`9.633,00`). A line with `priceRule: expression` and `priceExpression` (same names, document currency) gets its unit price computed the same way: a rent reduced by the balance pays `2000*curs - rata`, so the last month settles exactly what is left. A fixed line `discount` converted with the line's `referenceCurrency` works too while the balance is larger than the step.
+
 ### `recurring_invoices_create`
 
 Create a new recurring invoice template. The system will automatically generate invoices based on the specified frequency and schedule. Supports fixed, exchange_rate, and markup pricing rules on line items.
@@ -1660,8 +1675,10 @@ Create a new recurring invoice template. The system will automatically generate
 | `dueDateType` | enum(fixed, relative) | Yes | How due date is calculated |
 | `dueDateDays` | number | No | Days after issue date for due date (required if dueDateType is relative) |
 | `dueDateFixedDay` | number | No | Fixed day of month for due date (1-31, required if dueDateType is fixed) |
-| `notes` | string | No | Internal notes |
+| `notes` | string | No | Notes printed on every generated document; supports the placeholders above |
 | `paymentTerms` | string | No | Payment terms text |
+| `balance` | number | No | Running balance in RON, reduced on every issuance by `balanceStep` and printed with `[[sold]]`; the template pauses at zero |
+| `balanceStep` | string | No | Expression deducted per issuance, e.g. `1900*curs` (1,900 EUR at the BNR rate of the issue date); the last deduction is capped at what is left |
 | `autoEmailEnabled` | boolean | No | Auto-send email on invoice generation (default: false) |
 | `autoEmailTime` | string | No | Time to send email (HH:mm, default: "09:00") |
 | `autoEmailDayOffset` | number | No | Days offset for email sending (default: 0) |
@@ -1694,7 +1711,9 @@ Update an existing recurring invoice template. All fields are optional but at le
 | `dueDateType` | enum(fixed, relative) | No | How due date is calculated |
 | `dueDateDays` | number | No | Days after issue date for due date |
 | `dueDateFixedDay` | number | No | Fixed day of month for due date (1-31) |
-| `notes` | nullable string | No | Internal notes |
+| `notes` | nullable string | No | Notes with the placeholders above |
+| `balance` | nullable number | No | Running balance in RON (null removes it) |
+| `balanceStep` | nullable string | No | Expression deducted per issuance, e.g. `1900*curs` (null removes it) |
 | `paymentTerms` | nullable string | No | Payment terms text |
 | `autoEmailEnabled` | boolean | No | Auto-send email on invoice generation |
 | `autoEmailTime` | string | No | Time to send email (HH:mm) |
@@ -4428,6 +4447,53 @@ Delete an item. To keep the history, renew or close it instead.
 
 ---
 
+## Calendar subscription
+
+A personal iCalendar link per user and organization with the expiries (vehicle documents, contracts, certificates) and the fiscal deadlines of the companies the user can see. It is added once to Apple Calendar (`webcalUrl` opens the Subscribe sheet on iPhone and macOS), Google Calendar or Outlook, and the calendar app refreshes it by itself: a renewed item moves to its new date, a filed declaration drops out, a company the user loses access to disappears. Events are all-day, with alarms at 09:00: an expiry at its `remindDaysBefore` threshold and the day before, a fiscal deadline 3 days and 1 day before. Expiries need the `settings.view` permission and fiscal deadlines `declaration.view`.
+
+The link is the credential: anyone holding it can read the deadlines, so show it only to the user. No secret is stored server side (the link is signed), so `calendar_feed_get` can show the same link again; `calendar_feed_enable` with `regenerate: true` issues a new one and every older link stops working.
+
+### `calendar_feed_get`
+
+The user's subscription in the current organization.
+
+**Returns:** `{ enabled: true, url, webcalUrl, googleCalendarUrl, outlookUrl, includeExpiries, includeFiscal, canSeeExpiries, canSeeFiscal, createdAt, lastFetchedAt }`, or `{ enabled: false, canSeeExpiries, canSeeFiscal }` when it is off.
+
+---
+
+### `calendar_feed_enable`
+
+Turns the subscription on. Idempotent: an existing subscription keeps its link.
+
+**Parameters:**
+- `regenerate` (boolean, optional): issue a new link; the old one stops working
+- `includeExpiries` (boolean, optional): include expiries (default true)
+- `includeFiscal` (boolean, optional): include fiscal deadlines (default true)
+
+**Returns:** the subscription, as `calendar_feed_get`.
+
+---
+
+### `calendar_feed_update`
+
+Changes what the subscription contains. Fails with `NOT_ENABLED` when it is off.
+
+**Parameters:**
+- `includeExpiries` (boolean, optional)
+- `includeFiscal` (boolean, optional)
+
+**Returns:** the subscription, as `calendar_feed_get`.
+
+---
+
+### `calendar_feed_disable`
+
+Turns the subscription off: every link stops working and subscribed calendars stop updating.
+
+**Returns:** `{ enabled: false }`
+
+---
+
 ## Integrations (partner platforms)
 
 Endpoints for other platforms that integrate with Storno, not for a company's own

package/dist/http-server.js

@@ -339,7 +339,7 @@ export function startHttpServer(port, host) {
         if (url.pathname === '/api/status' && req.method === 'GET') {
             const status = {
                 server: 'storno-mcp',
-                version: '1.0.49',
+                version: '1.0.51',
                 activeSessions: sessions.size,
                 uptime: process.uptime(),
             };

package/dist/server.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAuIpE,+DAA+D;AAC/D,wBAAgB,eAAe,IAAI,SAAS,CAsC3C;AAED,oEAAoE;AACpE,wBAAsB,SAAS,IAAI,OAAO,CAAC,IAAI,CAAC,CAe/C"}

package/dist/server.js

@@ -60,6 +60,7 @@ import { tools as declarationsTools } from './tools/declarations.js';
 import { tools as spvTools } from './tools/spv.js';
 import { tools as dosareTools } from './tools/dosare.js';
 import { tools as fiscalCalendarTools } from './tools/fiscal-calendar.js';
+import { tools as calendarFeedTools } from './tools/calendar-feed.js';
 import { tools as clientStatementsTools } from './tools/client-statements.js';
 import { tools as relatedTools } from './tools/related.js';
 import { tools as agentTools } from './tools/agent.js';
@@ -118,6 +119,7 @@ const allTools = [
     ...spvTools,
     ...dosareTools,
     ...fiscalCalendarTools,
+    ...calendarFeedTools,
     ...clientStatementsTools,
     ...relatedTools,
     ...agentTools,
@@ -129,7 +131,7 @@ const allTools = [
 export function createMcpServer() {
     const server = new McpServer({
         name: 'storno',
-        version: '1.0.49',
+        version: '1.0.51',
     });
     for (const tool of allTools) {
         server.tool(tool.name, tool.description, tool.inputSchema.shape, async (params, extra) => {

package/dist/server.js.map

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package/dist/tools/calendar-feed.d.ts

@@ -0,0 +1,22 @@
+import { z } from 'zod';
+export declare const tools: ({
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{}, "strip", z.ZodTypeAny, {}, {}>;
+    handler: () => Promise<string>;
+} | {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        includeExpiries: z.ZodOptional<z.ZodBoolean>;
+        includeFiscal: z.ZodOptional<z.ZodBoolean>;
+    }, "strip", z.ZodTypeAny, {
+        includeExpiries?: boolean | undefined;
+        includeFiscal?: boolean | undefined;
+    }, {
+        includeExpiries?: boolean | undefined;
+        includeFiscal?: boolean | undefined;
+    }>;
+    handler: (params: Record<string, unknown>) => Promise<string>;
+})[];
+//# sourceMappingURL=calendar-feed.d.ts.map

package/dist/tools/calendar-feed.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"calendar-feed.d.ts","sourceRoot":"","sources":["../../src/tools/calendar-feed.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAaxB,eAAO,MAAM,KAAK;;;;mBAKK,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;sBA6BV,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;IAiBpE,CAAC"}

package/dist/tools/calendar-feed.js

@@ -0,0 +1,70 @@
+import { z } from 'zod';
+import { apiRequest } from '../client.js';
+import { formatResponse, notAuthenticated } from '../utils/errors.js';
+import { getConfig } from '../config.js';
+/**
+ * Calendar subscription: a personal iCalendar link with the expiries (vehicle documents,
+ * contracts, certificates) and the fiscal deadlines of the companies the user can see, for
+ * Apple Calendar, Google Calendar or Outlook. One per user and organization.
+ */
+const feedShape = 'Returns { enabled, url (https iCalendar link), webcalUrl (opens the Subscribe sheet on iPhone / macOS), googleCalendarUrl, outlookUrl, includeExpiries, includeFiscal, canSeeExpiries, canSeeFiscal, createdAt, lastFetchedAt }, or { enabled: false, canSeeExpiries, canSeeFiscal } when off. The link is the credential (anyone holding it can read the deadlines): show it only to the user.';
+export const tools = [
+    {
+        name: 'calendar_feed_get',
+        description: `The user's calendar subscription in the current organization. ${feedShape}`,
+        inputSchema: z.object({}),
+        handler: async () => {
+            if (!getConfig().token)
+                return notAuthenticated();
+            return formatResponse(await apiRequest('/api/v1/calendar-feed'));
+        },
+    },
+    {
+        name: 'calendar_feed_enable',
+        description: `Turn on the calendar subscription (idempotent: an existing one keeps its link). Events are all-day with alarms at 09:00: expiries at their remindDaysBefore threshold and the day before, fiscal deadlines 3 days and 1 day before; filed declarations and renewed items drop out at the next refresh. regenerate=true issues a new link and every older link stops working. ${feedShape}`,
+        inputSchema: z.object({
+            regenerate: z.boolean().optional().describe('Issue a new link; the old one stops working'),
+            includeExpiries: z.boolean().optional().describe('Include expiries: vehicle documents, contracts, certificates (default true)'),
+            includeFiscal: z.boolean().optional().describe('Include fiscal deadlines (default true)'),
+        }),
+        handler: async (params) => {
+            if (!getConfig().token)
+                return notAuthenticated();
+            const body = {};
+            for (const key of ['regenerate', 'includeExpiries', 'includeFiscal']) {
+                if (params[key] !== undefined)
+                    body[key] = params[key];
+            }
+            return formatResponse(await apiRequest('/api/v1/calendar-feed', { method: 'POST', body }));
+        },
+    },
+    {
+        name: 'calendar_feed_update',
+        description: `Change what the calendar subscription contains. Fails with NOT_ENABLED when it is off. ${feedShape}`,
+        inputSchema: z.object({
+            includeExpiries: z.boolean().optional().describe('Include expiries: vehicle documents, contracts, certificates'),
+            includeFiscal: z.boolean().optional().describe('Include fiscal deadlines'),
+        }),
+        handler: async (params) => {
+            if (!getConfig().token)
+                return notAuthenticated();
+            const body = {};
+            if (params.includeExpiries !== undefined)
+                body.includeExpiries = params.includeExpiries;
+            if (params.includeFiscal !== undefined)
+                body.includeFiscal = params.includeFiscal;
+            return formatResponse(await apiRequest('/api/v1/calendar-feed', { method: 'PATCH', body }));
+        },
+    },
+    {
+        name: 'calendar_feed_disable',
+        description: 'Turn off the calendar subscription: every link stops working and subscribed calendars stop updating. Returns { enabled: false }.',
+        inputSchema: z.object({}),
+        handler: async () => {
+            if (!getConfig().token)
+                return notAuthenticated();
+            return formatResponse(await apiRequest('/api/v1/calendar-feed', { method: 'DELETE' }));
+        },
+    },
+];
+//# sourceMappingURL=calendar-feed.js.map

package/dist/tools/calendar-feed.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"calendar-feed.js","sourceRoot":"","sources":["../../src/tools/calendar-feed.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAC1C,OAAO,EAAE,cAAc,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtE,OAAO,EAAE,SAAS,EAAE,MAAM,cAAc,CAAC;AAEzC;;;;GAIG;AACH,MAAM,SAAS,GACb,iYAAiY,CAAC;AAEpY,MAAM,CAAC,MAAM,KAAK,GAAG;IACnB;QACE,IAAI,EAAE,mBAAmB;QACzB,WAAW,EAAE,iEAAiE,SAAS,EAAE;QACzF,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;QACzB,OAAO,EAAE,KAAK,IAAqB,EAAE;YACnC,IAAI,CAAC,SAAS,EAAE,CAAC,KAAK;gBAAE,OAAO,gBAAgB,EAAE,CAAC;YAClD,OAAO,cAAc,CAAC,MAAM,UAAU,CAAC,uBAAuB,CAAC,CAAC,CAAC;QACnE,CAAC;KACF;IACD;QACE,IAAI,EAAE,sBAAsB;QAC5B,WAAW,EAAE,gXAAgX,SAAS,EAAE;QACxY,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,UAAU,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,6CAA6C,CAAC;YAC1F,eAAe,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,6EAA6E,CAAC;YAC/H,aAAa,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;SAC1F,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,MAA+B,EAAmB,EAAE;YAClE,IAAI,CAAC,SAAS,EAAE,CAAC,KAAK;gBAAE,OAAO,gBAAgB,EAAE,CAAC;YAClD,MAAM,IAAI,GAA4B,EAAE,CAAC;YACzC,KAAK,MAAM,GAAG,IAAI,CAAC,YAAY,EAAE,iBAAiB,EAAE,eAAe,CAAC,EAAE,CAAC;gBACrE,IAAI,MAAM,CAAC,GAAG,CAAC,KAAK,SAAS;oBAAE,IAAI,CAAC,GAAG,CAAC,GAAG,MAAM,CAAC,GAAG,CAAC,CAAC;YACzD,CAAC;YACD,OAAO,cAAc,CAAC,MAAM,UAAU,CAAC,uBAAuB,EAAE,EAAE,MAAM,EAAE,MAAM,EAAE,IAAI,EAAE,CAAC,CAAC,CAAC;QAC7F,CAAC;KACF;IACD;QACE,IAAI,EAAE,sBAAsB;QAC5B,WAAW,EAAE,0FAA0F,SAAS,EAAE;QAClH,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;YACpB,eAAe,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,8DAA8D,CAAC;YAChH,aAAa,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;SAC3E,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,MAA+B,EAAmB,EAAE;YAClE,IAAI,CAAC,SAAS,EAAE,CAAC,KAAK;gBAAE,OAAO,gBAAgB,EAAE,CAAC;YAClD,MAAM,IAAI,GAA4B,EAAE,CAAC;YACzC,IAAI,MAAM,CAAC,eAAe,KAAK,SAAS;gBAAE,IAAI,CAAC,eAAe,GAAG,MAAM,CAAC,eAAe,CAAC;YACxF,IAAI,MAAM,CAAC,aAAa,KAAK,SAAS;gBAAE,IAAI,CAAC,aAAa,GAAG,MAAM,CAAC,aAAa,CAAC;YAClF,OAAO,cAAc,CAAC,MAAM,UAAU,CAAC,uBAAuB,EAAE,EAAE,MAAM,EAAE,OAAO,EAAE,IAAI,EAAE,CAAC,CAAC,CAAC;QAC9F,CAAC;KACF;IACD;QACE,IAAI,EAAE,uBAAuB;QAC7B,WAAW,EAAE,kIAAkI;QAC/I,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC,EAAE,CAAC;QACzB,OAAO,EAAE,KAAK,IAAqB,EAAE;YACnC,IAAI,CAAC,SAAS,EAAE,CAAC,KAAK;gBAAE,OAAO,gBAAgB,EAAE,CAAC;YAClD,OAAO,cAAc,CAAC,MAAM,UAAU,CAAC,uBAAuB,EAAE,EAAE,MAAM,EAAE,QAAQ,EAAE,CAAC,CAAC,CAAC;QACzF,CAAC;KACF;CACF,CAAC"}

package/dist/tools/recurring-invoices.d.ts

@@ -60,6 +60,8 @@ export declare const tools: ({
         dueDateFixedDay: z.ZodOptional<z.ZodNumber>;
         notes: z.ZodOptional<z.ZodString>;
         paymentTerms: z.ZodOptional<z.ZodString>;
+        balance: z.ZodOptional<z.ZodNullable<z.ZodUnion<[z.ZodNumber, z.ZodString]>>>;
+        balanceStep: z.ZodOptional<z.ZodNullable<z.ZodString>>;
         autoEmailEnabled: z.ZodOptional<z.ZodBoolean>;
         autoEmailTime: z.ZodOptional<z.ZodString>;
         autoEmailDayOffset: z.ZodOptional<z.ZodNumber>;
@@ -73,7 +75,8 @@ export declare const tools: ({
             vatRateId: z.ZodString;
             unitOfMeasure: z.ZodOptional<z.ZodString>;
             productId: z.ZodOptional<z.ZodString>;
-            priceRule: z.ZodOptional<z.ZodEnum<["fixed", "updated_product", "bnr_rate", "bnr_rate_markup"]>>;
+            priceRule: z.ZodOptional<z.ZodEnum<["fixed", "updated_product", "bnr_rate", "bnr_rate_markup", "expression"]>>;
+            priceExpression: z.ZodOptional<z.ZodString>;
             referenceCurrency: z.ZodOptional<z.ZodString>;
             markupPercent: z.ZodOptional<z.ZodNumber>;
         }, "strip", z.ZodTypeAny, {
@@ -83,7 +86,8 @@ export declare const tools: ({
             unitPrice: number;
             unitOfMeasure?: string | undefined;
             productId?: string | undefined;
-            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | undefined;
+            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | "expression" | undefined;
+            priceExpression?: string | undefined;
             referenceCurrency?: string | undefined;
             markupPercent?: number | undefined;
         }, {
@@ -93,7 +97,8 @@ export declare const tools: ({
             unitPrice: number;
             unitOfMeasure?: string | undefined;
             productId?: string | undefined;
-            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | undefined;
+            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | "expression" | undefined;
+            priceExpression?: string | undefined;
             referenceCurrency?: string | undefined;
             markupPercent?: number | undefined;
         }>, "many">;
@@ -106,7 +111,8 @@ export declare const tools: ({
             unitPrice: number;
             unitOfMeasure?: string | undefined;
             productId?: string | undefined;
-            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | undefined;
+            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | "expression" | undefined;
+            priceExpression?: string | undefined;
             referenceCurrency?: string | undefined;
             markupPercent?: number | undefined;
         }[];
@@ -129,6 +135,8 @@ export declare const tools: ({
         stopDate?: string | undefined;
         dueDateDays?: number | undefined;
         dueDateFixedDay?: number | undefined;
+        balance?: string | number | null | undefined;
+        balanceStep?: string | null | undefined;
         autoEmailEnabled?: boolean | undefined;
         autoEmailTime?: string | undefined;
         autoEmailDayOffset?: number | undefined;
@@ -141,7 +149,8 @@ export declare const tools: ({
             unitPrice: number;
             unitOfMeasure?: string | undefined;
             productId?: string | undefined;
-            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | undefined;
+            priceRule?: "fixed" | "updated_product" | "bnr_rate" | "bnr_rate_markup" | "expression" | undefined;
+            priceExpression?: string | undefined;
             referenceCurrency?: string | undefined;
             markupPercent?: number | undefined;
         }[];
@@ -164,6 +173,8 @@ export declare const tools: ({
         stopDate?: string | undefined;
         dueDateDays?: number | undefined;
         dueDateFixedDay?: number | undefined;
+        balance?: string | number | null | undefined;
+        balanceStep?: string | null | undefined;
         autoEmailEnabled?: boolean | undefined;
         autoEmailTime?: string | undefined;
         autoEmailDayOffset?: number | undefined;

package/dist/tools/recurring-invoices.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"recurring-invoices.d.ts","sourceRoot":"","sources":["../../src/tools/recurring-invoices.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AA8CxB,eAAO,MAAM,KAAK;;;;;;;;;;;;;;;;;;;;;;;;;sBAgBU,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;sBA4BzC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;sBAiDzC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;sBAsHzC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;IAmFpE,CAAC"}
+{"version":3,"file":"recurring-invoices.d.ts","sourceRoot":"","sources":["../../src/tools/recurring-invoices.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAkDxB,eAAO,MAAM,KAAK;;;;;;;;;;;;;;;;;;;;;;;;;sBAgBU,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;sBA4BzC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;sBAmDzC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;;;;;;;;;;;;;;sBAwHzC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,KAAG,OAAO,CAAC,MAAM,CAAC;IAmFpE,CAAC"}

package/dist/tools/recurring-invoices.js

@@ -6,7 +6,7 @@ import { getConfig } from '../config.js';
 const FREQUENCIES = ['once', 'weekly', 'monthly', 'bimonthly', 'quarterly', 'semi_annually', 'yearly'];
 const DUE_DATE_TYPES = ['days', 'fixed_day'];
 const DOCUMENT_TYPES = ['invoice', 'credit_note', 'proforma'];
-const PRICE_RULES = ['fixed', 'updated_product', 'bnr_rate', 'bnr_rate_markup'];
+const PRICE_RULES = ['fixed', 'updated_product', 'bnr_rate', 'bnr_rate_markup', 'expression'];
 const INVOICE_TYPE_CODES = [
     'standard',
     'reverse_charge',
@@ -32,7 +32,11 @@ const recurringLineItemSchema = z.object({
     priceRule: z
         .enum(PRICE_RULES)
         .optional()
-        .describe('Pricing rule. fixed: unitPrice as-is. updated_product: refresh from linked product on each issuance. bnr_rate: convert from referenceCurrency at BNR rate. bnr_rate_markup: same as bnr_rate plus markupPercent.'),
+        .describe('Pricing rule. fixed: unitPrice as-is. updated_product: refresh from linked product on each issuance. bnr_rate: convert from referenceCurrency at BNR rate. bnr_rate_markup: same as bnr_rate plus markupPercent. expression: unitPrice computed at issuance from priceExpression (document currency), e.g. "2000*curs - rata".'),
+    priceExpression: z
+        .string()
+        .optional()
+        .describe('With priceRule=expression: the unit price in the document currency computed at issuance, e.g. "2000*curs - rata" (2,000 EUR at the BNR rate minus what this issuance deducts from the running balance). Names: curs, curs_EUR…, rata, sold, sold_anterior, luna_nr, an. Negative results become 0.'),
     referenceCurrency: z
         .string()
         .optional()
@@ -119,8 +123,10 @@ export const tools = [
                 .number()
                 .optional()
                 .describe('Fixed day of month for due date (1-31, required if dueDateType is fixed_day)'),
-            notes: z.string().optional().describe('Internal notes'),
+            notes: z.string().optional().describe('Notes printed on every generated document. Placeholders: [[luna]], [[luna±N]], [[an]], [[an±N]], [[luna_nr]], [[curs]] (the BNR rate note), [[suma:EXPR]] (an amount computed from EXPR, e.g. [[suma:1900*curs]] = 1,900 EUR at the BNR rate of the issue date; names: curs, curs_EUR, curs_USD…, sold, sold_anterior, rata), and with a running balance: [[sold]] (left after this invoice), [[sold_anterior]] (before), [[rata]] (deducted now). Amounts print in Romanian format (9.633,00).'),
             paymentTerms: z.string().optional().describe('Payment terms text'),
+            balance: z.union([z.number(), z.string()]).nullable().optional().describe('Running balance in RON (e.g. an investment recovered through rent reductions). Reduced on every issuance by balanceStep; printed with [[sold]]. The template pauses when it reaches zero.'),
+            balanceStep: z.string().nullable().optional().describe('Expression deducted from balance per issuance, e.g. "1900*curs" (1,900 EUR at the BNR rate of the issue date). Names: curs, curs_EUR…, sold_anterior. The last deduction is capped at what is left.'),
             autoEmailEnabled: z.boolean().optional().describe('Auto-send email on invoice generation (default: false)'),
             autoEmailTime: z.string().optional().describe('Time to send email (HH:mm, default: "09:00")'),
             autoEmailDayOffset: z.number().optional().describe('Days offset for email sending (default: 0)'),
@@ -168,8 +174,10 @@ export const tools = [
             dueDateType: z.enum(DUE_DATE_TYPES).optional().describe('How due date is calculated. days = N days after issue. fixed_day = fixed day of month.'),
             dueDateDays: z.number().optional().describe('Days after issue date for due date'),
             dueDateFixedDay: z.number().optional().describe('Fixed day of month for due date (1-31)'),
-            notes: z.string().nullable().optional().describe('Internal notes'),
+            notes: z.string().nullable().optional().describe('Notes printed on every generated document; same placeholders as recurring_invoices_create ([[luna]], [[an]], [[curs]], [[suma:EXPR]], [[sold]], [[sold_anterior]], [[rata]])'),
             paymentTerms: z.string().nullable().optional().describe('Payment terms text'),
+            balance: z.union([z.number(), z.string()]).nullable().optional().describe('Running balance in RON (null removes it); see recurring_invoices_create'),
+            balanceStep: z.string().nullable().optional().describe('Expression deducted from balance per issuance, e.g. "1900*curs"; null removes it'),
             autoEmailEnabled: z.boolean().optional().describe('Auto-send email on invoice generation'),
             autoEmailTime: z.string().optional().describe('Time to send email (HH:mm)'),
             autoEmailDayOffset: z.number().optional().describe('Days offset for email sending'),

package/dist/tools/recurring-invoices.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "storno-cli",
-  "version": "1.0.49",
+  "version": "1.0.51",
   "description": "MCP server for the Storno.ro e-invoicing API — enables AI tools (Claude, Cursor, Windsurf) to manage invoices, clients, companies, and the full e-Factura workflow",
   "type": "module",
   "bin": {