fix(pending): show the staged kontering and bank currency on the bulk_book_transactions approval card (#1648)

The /pending card (and the chat ApprovalCard, same OperationPreview
dispatch) for bulk_book_transactions rendered only aggregates: tx_count,
tx_date, tx_sum, direction, mode. The staged journal lines sat unused in
params.new_entry.lines even though the executor's RPC posts them
verbatim, so the human approving an AI-staged samlingsverifikat could
not see which accounts were debited or credited: "-720, 2 tx, expense"
is compatible with both a correct booking and a wrong one.

- Staging now writes preview_data.lines (account_number, chart or BAS
  account_name, debit/credit, line text) and entry_description, using
  the same account-name lookup as gnubok_create_voucher, plus the bank
  rows' currency. Nothing beyond what create_voucher already exposes;
  still no per-tx descriptions or counterparty identifiers.
- New BulkBookPreview renders those lines with the create_voucher table
  and totals, and shows the bank sum in the rows' own currency.
- CategorizePreview labels the source bank amount with its currency when
  it is not SEK, next to the (always SEK) journal lines: a 2 500 USD
  receipt booked as 24 292,50 kr read as a wrong SEK figure to an
  approver who saw only one of the two numbers.

Reported via gnubok_feedback 2026-07-13 and 2026-07-14 ("the human-in-
the-loop control is the safety mechanism, and it is currently blind").

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

extensions/general/mcp-server/__tests__/dimension-tools.test.ts

@@ -854,6 +854,14 @@ describe('gnubok_bulk_book_transactions: dimensions bag', () => {
       data: [{ id: 'tx-1', amount: -400, currency: 'SEK', date: '2026-05-12', journal_entry_id: null }],
       error: null,
     })
+    // chart_of_accounts name lookup for the preview kontering
+    enqueue({
+      data: [
+        { account_number: '4010', account_name: 'Inköp material och varor' },
+        { account_number: '1930', account_name: 'Företagskonto' },
+      ],
+      error: null,
+    })
     // resolvePeriodStatusForDate: 2 layers
     enqueue({ data: null, error: null })
     enqueue({ data: null, error: null })
@@ -877,11 +885,36 @@ describe('gnubok_bulk_book_transactions: dimensions bag', () => {
       supabase as never,
     )) as {
       staged: boolean
-      preview: { dimension_resolutions?: Array<Record<string, unknown>> }
+      preview: {
+        dimension_resolutions?: Array<Record<string, unknown>>
+        lines?: Array<Record<string, unknown>>
+        currency?: string
+        entry_description?: string
+      }
     }
 
     expect(result.staged).toBe(true)
 
+    // The approval card renders the staged kontering: the exact lines the
+    // RPC will post, named, plus the bank rows' currency. Aggregates alone
+    // ("-400, 1 tx, expense") cannot tell a right booking from a wrong one.
+    expect(result.preview.currency).toBe('SEK')
+    expect(result.preview.entry_description).toBe('Samlingsverifikation material')
+    expect(result.preview.lines).toEqual([
+      expect.objectContaining({
+        account_number: '4010',
+        account_name: 'Inköp material och varor',
+        debit_amount: 400,
+        credit_amount: 0,
+      }),
+      expect.objectContaining({
+        account_number: '1930',
+        account_name: 'Företagskonto',
+        debit_amount: 0,
+        credit_amount: 400,
+      }),
+    ])
+
     // Contract: per-line `new_entry.lines[].dimensions` carries the MERGED
     // (line-over-default) resolved bags; the top-level default is dropped:
     // the executor's RPC reads per-line dims only.

extensions/general/mcp-server/server.ts

@@ -8775,6 +8775,43 @@ export const tools: McpTool[] = [
         periodCheckDate = (je.entry_date as string) > txDate ? (je.entry_date as string) : txDate
       }
 
+      // The staged kontering, named for the approver. Same shape and account-
+      // name lookup as gnubok_create_voucher's preview: the approval card is
+      // the human-in-the-loop control on an irreversible BFL posting, and a
+      // card that shows "-720, 2 tx, expense" without the debit/credit lines
+      // is compatible with both a correct booking and a wrong one. The
+      // executor's RPC posts new_entry.lines verbatim, so this preview is
+      // exactly what gets committed. Nothing beyond what create_voucher
+      // already exposes: BAS account + name, amounts, and the agent-authored
+      // line text; still no per-tx descriptions or counterparty identifiers.
+      let previewLines: Array<Record<string, unknown>> | null = null
+      if (stagedNewEntry) {
+        const stagedLines = stagedNewEntry.lines as Array<Record<string, unknown>>
+        const accountNumbers = [...new Set(stagedLines.map((l) => String(l.account_number)))]
+        const { data: accountRows } = await supabase
+          .from('chart_of_accounts')
+          .select('account_number, account_name')
+          .eq('company_id', companyId)
+          .in('account_number', accountNumbers)
+        const accountNames = new Map<string, string>()
+        for (const a of accountRows || []) {
+          accountNames.set(String(a.account_number), (a.account_name as string) ?? '')
+        }
+        previewLines = stagedLines.map((l) => {
+          const accountNumber = String(l.account_number)
+          return {
+            account_number: accountNumber,
+            account_name:
+              accountNames.get(accountNumber) ??
+              getBASReference(accountNumber)?.account_name ??
+              null,
+            debit_amount: Number(l.debit_amount) || 0,
+            credit_amount: Number(l.credit_amount) || 0,
+            line_description: (l.line_description as string | undefined) ?? null,
+          }
+        })
+      }
+
       return stagePendingOperation(supabase, companyId, userId, 'bulk_book_transactions',
         existingJeId
           ? `Länka ${txIds.length} transaktioner till verifikat (${txDate})`
@@ -8784,18 +8821,23 @@ export const tools: McpTool[] = [
           existing_journal_entry_id: existingJeId,
           new_entry: stagedNewEntry,
         },
-        // GDPR Art.25: preview_data carries only aggregate counts + the
-        // shared date/direction: no per-tx descriptions, no per-line
-        // descriptions, no counterparty IDs. The user-facing approval
-        // dialog reconstructs detail from the tx_ids list at render time
-        // rather than persisting denormalized PII here. Same privacy-by-
-        // design rationale as gnubok_link_transaction_to_journal_entry.
+        // GDPR Art.25: preview_data carries aggregate counts, the shared
+        // date/direction/currency, and the staged kontering (see previewLines
+        // above): no per-tx descriptions, no counterparty IDs. Same privacy-
+        // by-design rationale as gnubok_link_transaction_to_journal_entry.
         {
           tx_count: txIds.length,
           tx_date: txDate,
           tx_sum: txSum,
+          currency: txs[0]!.currency ?? 'SEK',
           direction,
           mode: existingJeId ? 'link_existing' : 'create_new',
+          ...(previewLines
+            ? {
+                entry_description: (stagedNewEntry as Record<string, unknown>).description ?? null,
+                lines: previewLines,
+              }
+            : {}),
           // Echoed for every non-exact dimension resolution (resolve-don't-
           // select) so the agent can verify what a name attached to.
           ...(dimensionResolutions.length > 0 ? { dimension_resolutions: dimensionResolutions } : {}),