Enterprise Expense Automation System

# Changelog All notable changes to the Company Expense Tracker MCP Server will be documented in this file. The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html). ## [1.1.0] - 2025-10-15 ### Changed - 🚀 **Updated AI Model**: Upgraded from `gemini-pro` to `gemini-2.0-flash-exp` - Using the latest Gemini 2.0 Flash experimental model (2025) - Improved AI analysis performance and accuracy - Better natural language understanding ### Technical Details - Model change: `genai.GenerativeModel('gemini-2.0-flash-exp')` - Updated documentation to reflect latest AI capabilities - Maintained backward compatibility with existing API key configuration ## [1.0.0] - 2025-10-15 ### Added - 🎉 Initial production release - 12 MCP tools for complete CRUD operations - Employee number system (EMP0001, EMP0002, etc.) - 4 delete operations with cascade support - Duplicate employee detection and cleanup - AI-powered analysis with Google Gemini Pro - Professional project structure with organized directories - Comprehensive documentation suite - Interactive database viewer (`scripts/db_viewer.py`) - Migration scripts for database updates - Complete test suite ### Features #### Create Operations (4 tools) - `add_department` - Create new departments - `add_employee` - Add employees with auto-generated employee numbers - `add_expense` - Track expenses by department and category - `add_performance` - Add employee performance ratings #### Delete Operations (4 tools) - `delete_employee` - Remove employees by employee_number or name - `delete_expense` - Delete expense records by ID - `delete_department` - Remove departments (with safe/force modes) - `delete_duplicate_employees` - Auto-detect and remove duplicate employees #### Query Operations (3 tools) - `list_employees` - List all employees or filter by department - `list_expenses` - List expenses with optional filters - `get_department_summary` - Comprehensive department statistics #### AI Analysis (1 tool) - `analyze_company_with_ai` - AI-powered company insights using Gemini Pro ### Database Schema - 4 tables: departments, employees, expenses, performance - Foreign key relationships and cascade deletes - Indexed columns for performance - Employee number uniqueness constraint ### Project Structure ``` ├── src/ # Source code modules ├── tests/ # Test files ├── scripts/ # Utility scripts ├── docs/ # Documentation ├── config/ # Configuration files ├── data/ # Database files ``` ### Documentation - README.md - Main documentation - QUICK_REFERENCE.md - Quick reference card for all tools - COMPLETE_SUMMARY.md - Comprehensive system overview - DELETE_TOOLS.md - Delete operations guide - GETTING_STARTED.md - Setup guide ### Security - API keys in environment variables - Input validation on all operations - Safe delete mode (prevents accidental data loss) - Foreign key constraints enforced ### Testing - test_tools.py - MCP tools verification - test_delete_functions.py - Delete operations testing - test_employee_numbers.py - Employee number system validation ### Bug Fixes - Fixed absolute path resolution for database (was using relative paths) - Fixed tool naming issues (FastMCP name parameter) - Fixed JSON communication errors (removed stdout pollution) - Fixed Gemini model version (gemini-1.5-pro → gemini-pro) - Fixed duplicate employee data in database ### Performance - Added database indexes on frequently queried columns - Optimized queries for department summaries - Efficient cascade delete operations ## [0.9.0] - 2025-10-14 ### Added - Initial MCP server implementation - Basic CRUD operations - SQLite database setup - FastMCP integration ### Known Issues - Relative paths causing issues in Claude Desktop - Duplicate employees in database - Tool naming mismatches ## [0.8.0] - 2025-10-13 ### Added - Project initialization - Basic database schema - Initial tool definitions --- ## Future Releases ### [1.1.0] - Planned - Update/edit operations for employees and expenses - Bulk import/export functionality - Enhanced error messages - Performance optimizations ### [1.2.0] - Planned - Monthly and yearly report generation - Budget tracking with alerts - Email notifications for important events - Advanced analytics dashboard ### [2.0.0] - Planned - REST API endpoints - Web-based dashboard - Multi-tenant support - Role-based access control - Audit logging --- ## Version History - **1.0.0** (2025-10-15) - Production release with 12 tools ✅ - **0.9.0** (2025-10-14) - Beta release with basic functionality - **0.8.0** (2025-10-13) - Alpha release with initial setup [1.0.0]: https://github.com/company/expense-tracker/releases/tag/v1.0.0 [0.9.0]: https://github.com/company/expense-tracker/releases/tag/v0.9.0 [0.8.0]: https://github.com/company/expense-tracker/releases/tag/v0.8.0