Automatically creates a user-specific equity account when a user is granted equity eligibility.
This simplifies the process of granting equity and ensures that each eligible user has a dedicated equity account.
Adds an account permissioning system to allow granular control over account access.
Introduces the ability to grant users specific permissions (read, submit_expense, manage) on individual accounts. This includes support for hierarchical permission inheritance, where permissions on parent accounts cascade to child accounts.
Adds new API endpoints for managing account permissions, including granting, listing, and revoking permissions.
Integrates permission checks into existing endpoints, such as creating expense entries, to ensure that users only have access to the accounts they are authorized to use.
Fixes#33 - Implements role based access control
Implements functionality to manage user equity eligibility, allowing admins to grant and revoke access.
Adds database migration, models, CRUD operations, and API endpoints for managing user equity status.
This feature enables finer-grained control over who can convert expenses to equity contributions.
Validates a user's eligibility before allowing them to submit expenses as equity.
Implements a background task that listens for paid invoices
and automatically records them in the accounting system. This
ensures payments are captured even if the user closes their
browser before the client-side polling detects the payment.
Introduces a new `get_journal_entry_by_reference` function to
improve idempotency when recording payments.
Refactors the accounting logic into a clean, testable core module, separating business logic from database operations.
This improves code quality, maintainability, and testability by creating a dedicated `core/` module, implementing `CastleInventory` for position tracking, moving balance calculations to `core/balance.py`, and adding comprehensive validation in `core/validation.py`.
Improves balance assertion creation by handling Decimal types correctly for database insertion.
It also fixes a validation issue in the UI where the expected balance was not correctly validated as a required field and initializes the value to 0.
Adds balance assertion functionality to enable admins to verify accounting accuracy.
This includes:
- A new `balance_assertions` table in the database
- CRUD operations for balance assertions (create, get, list, check, delete)
- API endpoints for managing balance assertions (admin only)
- UI elements for creating, viewing, and re-checking assertions
Also, reorders the implementation roadmap in the documentation to reflect better the dependencies between phases.
Ensures that only cleared entry lines are included when
calculating fiat balances by filtering based on the
journal entry's flag. Excludes pending, flagged, and
voided entries
Adds an admin approval workflow for user-submitted expenses. This ensures that only valid expenses affect user balances.
The workflow includes pending expense states, admin approval/rejection actions, balance filtering, and UI updates.
Implements expense approval functionality, allowing superusers to review and approve or reject expense entries.
This includes:
- Filtering account balance calculations and user balance calculations to only include cleared journal entries.
- Adding API endpoints to retrieve pending expense entries and approve/reject them.
- Updating the UI to display pending expenses to superusers and provide actions to approve or reject them.
This ensures better control over expenses within the system.
Implements core improvements from Phase 1 of the Beancount patterns adoption:
- Uses Decimal for fiat amounts to prevent floating point errors
- Adds a meta field to journal entries for a full audit trail
- Adds a flag field to journal entries for transaction status
- Migrates existing account names to a hierarchical format
This commit introduces a database migration to add the `flag` and `meta` columns to the `journal_entries` table. It also includes updates to the models, CRUD operations, and API endpoints to handle the new fields.
Enables users to request manual payments from the Castle and provides admin functions to approve or reject these requests.
Introduces the `manual_payment_requests` table and related CRUD operations.
Adds API endpoints for creating, retrieving, approving, and rejecting manual payment requests.
Updates the UI to allow users to request payments and for admins to review pending requests.
Updates journal entry retrieval to filter entries based on
the user's accounts rather than the user ID.
This ensures that users only see journal entries that
directly affect their accounts.
Also displays fiat amount in journal entries if available in
the metadata.
Extends user balance information to include fiat currency balances,
calculated based on entry line metadata and account types.
This allows for a more comprehensive view of user balances,
including both satoshi and fiat currency holdings.
Updates the castle index template and API to display fiat balances.
Implements the ability to record receivables (user owes the castle).
Adds API endpoint for creating receivable entries, which includes currency conversion to satoshis if fiat currency is provided.
Integrates a UI component (receivable dialog) for superusers to record debts owed by users, enhancing financial tracking capabilities.
Implements functionality for super users to view a breakdown of outstanding balances for all users.
This includes:
- Adding an API endpoint to fetch all user balances.
- Updating the frontend to display these balances in a table, accessible only to super users.
- Modifying the balance calculation for the current user to reflect the total owed by or to the castle for super users.
This provides super users with a comprehensive view of the castle's financial position.
Allows users to configure their own wallet ID, enabling
the system to track expenses and receivables on a per-user basis.
Introduces new database table, models, API endpoints, and UI elements
to manage user-specific wallet settings.
Adds functionality to configure the Castle extension, including a wallet ID.
This allows administrators to customize the extension's behavior by specifying a dedicated wallet for castle operations.
Updates journal entry creation to store entry line metadata as a JSON string in the database.
Updates entry line retrieval to parse the JSON string back into a metadata object.
This change allows storing more complex data structures in the metadata field.
Removes the `castle.` prefix from database table names in queries, streamlining data access.
Updates authentication to use `WalletTypeInfo` dependency injection for retrieving wallet information. This improves security and aligns with LNBits' authentication patterns. Also modifies the main router's tag to uppercase.
