Jakob Wennberg
d11d0a2e90
One bank row can now settle several vouchers: journal_entry_id stays NULL and one transaction_voucher_links row per voucher carries a signed allocated_amount slice (sum must equal the row within the link tolerance, each slice bounded by the voucher's net line on the account). linkTransactionToVouchers does the locked transaction UPDATE first and rolls back on a failed junction insert; unlink and the re-booking guards understand junction-only rows; a storno of one of the N vouchers releases the row when the remaining slices no longer sum to its amount. The worksheet's right pane becomes multi-select when exactly one bank row is picked (Koppla only at difference 0); the v1/dashboard pair schemas accept allocations; the MCP reconcile resolver and executor carry 1:N pairs; skattekonto keeps single-pointer semantics. Closes #1553
69 lines
2.8 KiB
TypeScript
69 lines
2.8 KiB
TypeScript
import type { McpResource } from './types'
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import { fetchJunctionLinkedTxIds } from '@/lib/reconciliation/bank-reconciliation'
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export const recentActivityResource: McpResource = {
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uri: 'Accounted://recent-activity',
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name: 'Recent Activity',
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description: 'Most recent journal entries, invoices, and bank transactions for the current company. Optional ?limit=N (default 20, max 100). Use to orient on the latest state without burning tool calls.',
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mimeType: 'application/json',
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read: async ({ supabase, companyId, query }) => {
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const limit = Math.min(Math.max(Number(query?.get('limit') ?? 20), 1), 100)
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const [journalEntries, invoices, transactions] = await Promise.all([
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supabase
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.from('journal_entries')
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.select('id, voucher_number, voucher_series, entry_date, description, status, created_at')
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.eq('company_id', companyId)
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.order('created_at', { ascending: false })
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.limit(limit),
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supabase
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.from('invoices')
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.select('id, invoice_number, customer_id, invoice_date, due_date, total, currency, status, created_at')
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.eq('company_id', companyId)
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.order('created_at', { ascending: false })
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.limit(limit),
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supabase
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.from('transactions')
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.select('id, date, description, amount, currency, journal_entry_id, category, merchant_name')
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.eq('company_id', companyId)
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.order('date', { ascending: false })
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.limit(limit),
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])
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// Never report an empty list when the query failed: an agent that is told
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// "zero invoices" reasons from false state, which is worse than an error.
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if (journalEntries.error) {
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throw new Error(`Failed to read recent journal entries: ${journalEntries.error.message}`)
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}
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if (invoices.error) {
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throw new Error(`Failed to read recent invoices: ${invoices.error.message}`)
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}
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if (transactions.error) {
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throw new Error(`Failed to read recent transactions: ${transactions.error.message}`)
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}
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// A NULL pointer is not "unbooked" on its own: rows bulk-booked into a
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// samlingsverifikat or split over several verifikat (1:N) are anchored
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// through transaction_voucher_links (lib/transactions/is-booked.ts).
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const recentTx = transactions.data ?? []
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const pointerUnbooked = recentTx.filter((t) => !t.journal_entry_id)
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const junctionLinked =
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pointerUnbooked.length > 0
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? await fetchJunctionLinkedTxIds(
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supabase,
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companyId,
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pointerUnbooked.map((t) => t.id as string),
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)
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: new Set<string>()
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return {
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limit,
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journal_entries: journalEntries.data ?? [],
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invoices: invoices.data ?? [],
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transactions: recentTx,
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uncategorized_transaction_count: pointerUnbooked.filter((t) => !junctionLinked.has(t.id as string))
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.length,
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}
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},
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}
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