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Completes Phase 2: Adds reconciliation features

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Implements balance assertions, reconciliation API endpoints, a reconciliation UI dashboard, and automated daily balance checks.

This provides comprehensive reconciliation tools to ensure accounting accuracy and catch discrepancies early.

Updates roadmap to mark Phase 2 as complete.
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padreug 2025-10-23 02:31:15 +02:00
parent c0277dfc98
commit 6d84479f7d
7 changed files with 963 additions and 6 deletions
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10
BEANCOUNT_PATTERNS.md
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@ -872,11 +872,11 @@ async def validate_journal_entry(entry: CreateJournalEntry) -> list[CastleError]
3. ✅ Add `flag` field for transaction status
4. ✅ Implement hierarchical account naming
### Phase 2: Reconciliation (High Priority) - No dependencies
5. Implement balance assertions
6. Add reconciliation API endpoints
7. Build reconciliation UI
8. Add automated daily balance checks
### Phase 2: Reconciliation (High Priority) ✅ COMPLETE
5. ✅ Implement balance assertions
6. ✅ Add reconciliation API endpoints
7. ✅ Build reconciliation UI
8. ✅ Add automated daily balance checks
### Phase 3: Core Logic Refactoring (Medium Priority) - Improves code quality
9. Create `core/` module with pure accounting logic