# AOS — Agency Operating System ## Project Overview Self-hosted platform for German software agencies. Full lifecycle: Lead → Deal → Quote → Project → Invoice → License → Renewal. GoBD-compliant accounting (SKR04, EÜR, UStVA, DATEV). Client Portal. MCP Server for Claude Code. ## Tech Stack - **Framework**: Next.js 16 (App Router, Turbopack) - **Language**: TypeScript 5 (strict, 0 errors) - **Database**: Prisma ORM (SQLite for dev) - **UI**: shadcn/ui + Tailwind CSS 4 (monochrome design) - **State**: Zustand + custom useFetch hook - **AI**: z-ai-web-dev-sdk (server-side only, 3 AI flows) - **i18n**: DE/EN/TR ## Commands ```bash bun run dev # Start dev server (port 3000) bun run lint # ESLint check bun run db:push # Push Prisma schema to DB bun run db:generate # Generate Prisma Client bun run src/lib/seed.ts # Seed database with realistic data ``` ## Architecture - **Modular monolith** — one deployable, strict module boundaries - **Money**: integer cents, tax in basis points (1900 = 19%). No floats. - **GoBD**: immutable after Festschreibung, corrections via Storno (new row) - **Audit**: SHA-256 hash-chain on all business operations - **Auth**: Bearer token (SHA-256 hashed at rest) with scoped permissions - **No mocks** — real implementations only (TCP mail test, CAMT.053 parser, ELSTER XML) ## Key Directories ``` src/app/api/aos/ # Internal API (28+ endpoints) src/app/api/v1/ # Public REST API (scoped tokens) src/app/api/mcp/ # MCP Server (29 JSON-RPC tools) src/app/api/health/ # Health check endpoint src/components/aos/ # All UI components (23 views) src/lib/ # Shared logic (db, format, i18n, api-auth, webhook) prisma/ # Schema (30+ models) .mcp.json # Claude Code auto-detection ``` ## MCP Server (29 Tools) Claude Code auto-detects `.mcp.json` and connects with the seed admin token. ### Read Tools (16) | Tool | Description | |---|---| | `search_companies` | Search CRM companies by name/city/website | | `get_pipeline` | Sales pipeline deals by stage | | `get_invoice` | Single invoice by number with E-Rechnung status | | `list_leads` | Leads Finder queue with scores | | `get_dashboard` | Agency KPIs (pipeline, MRR, projects) | | `list_tickets` | Support tickets with SLA info | | `get_buchhaltung` | SKR04 Konten, Journal, EÜR summary | | `get_anlagen` | Anlagenverzeichnis with AfA depreciation | | `get_kassenbuch` | Cash book entries, running balance | | `get_belege` | Receipts with SHA-256 content hashes | | `get_finanzamt` | VAT returns, Jahreserklärungen, Jahresarchive | | `get_contracts` | Verträge (AVV, NDA, SLA, Werkvertrag) | | `get_projects` | Projects with progress, budget, task counts | | `get_timesheet` | Weekly timesheet grid with lock status | | `get_notifications` | All alerts (overdue, expiring, SLA breaches) | | `get_calendar` | Upcoming deadlines (30-day look-ahead) | ### Write Tools (13) | Tool | Description | |---|---| | `approve_lead` | Approve a lead in the review queue | | `create_ticket` | Create a support ticket | | `create_deal` | Create a deal with value/stage/probability | | `update_deal_stage` | Move deal through pipeline | | `create_task` | Create a task with priority/assignee/estimate | | `log_time` | Log billable time with rate | | `create_invoice` | Create draft invoice with line items | | `finalize_invoice` | Lock + send invoice (GoBD Festschreibung) | | `run_recurring` | Run recurring invoice scheduler + license suspend | | `create_buchung` | SKR04 Buchungssatz (Soll an Haben) | | `create_beleg` | Register receipt (SHA-256, GoBD retention) | | `create_pauschale` | Homeoffice/Kilometer/Verpflegung (auto-computed) | | `create_kassenbuch_entry` | Cash book entry (§ 146 AO, immutable) | ### Usage Examples ```jsonc // Search companies {"name": "search_companies", "arguments": {"query": "Hamburg"}} // Create a deal {"name": "create_deal", "arguments": {"companyId": "abc123", "title": "Website Relaunch", "valueCents": 980000, "stage": "proposal"}} // Log time {"name": "log_time", "arguments": {"projectId": "xyz789", "description": "SSO integration", "minutes": 180, "rateCentsPerHour": 9500}} // Create invoice + finalize {"name": "create_invoice", "arguments": {"companyId": "abc123", "lines": [{"description": "Website Audit", "quantity": 1, "unitCents": 45000}]}} {"name": "finalize_invoice", "arguments": {"invoiceId": "inv123", "zugferd": true}} // Book a Buchungssatz (SKR04) {"name": "create_buchung", "arguments": {"belegdatum": "2026-10-27", "sollKontoNummer": "4930", "habenKontoNummer": "1200", "betragCents": 89900, "buchungstext": "JetBrains Lizenz"}} // Create a Kilometerpauschale {"name": "create_pauschale", "arguments": {"type": "kilometer", "date": "2026-10-27", "km": 140, "vehicleType": "auto", "description": "Kundentermin Berlin"}} ``` ## Compliance - **GoBD**: Festschreibung (SHA-256), immutable Buchungssätze, 8/6 year retention - **DSGVO**: Art. 15/17/20/30, consent log, data export with checksum - **E-Rechnung**: ZUGFeRD/XRechnung (EN 16931) - **SKR04**: Kontenrahmen, doppelte Buchführung, Saldenliste - **EÜR**: Anlage EÜR with AVEÜR line numbers (§ 4 Abs. 3 EStG) - **UStVA**: Kennzahlen 81/86/66/83/65/37, ELSTER XML - **DATEV**: EXTF v5.0 Buchungsstapel export - **AfA**: GWG (§ 6 Abs. 2), Sammelposten (§ 6 Abs. 2a), lineare AfA (§ 7) - **Kassenbuch**: § 146 AO, § 22 UStG — immutable - **Pauschalen**: EStG § 4 Abs. 5, § 9 Abs. 1 (Homeoffice, KM, Verpflegung) - **Mahnwesen**: § 288 BGB Verzugszinsen, 3-stufig + license suspend ## Important Rules - No mocks — real implementations only - No `any` types — all interfaces explicitly typed - All API routes: try/catch error handling - All icon-only buttons: `aria-label` (WCAG 2.1 AA) - Client Portal: no agency-internal details visible to clients - German UI by default (i18n: DE/EN/TR) - Money: cents (integer), tax: basis points. Never floats. ## Seed Token Pre-built admin MCP token for Claude Code: ``` aos_admin_seed_token_for_claude_code_2026 ``` Created by `bun run src/lib/seed.ts`. All read + write scopes.