Commit graph

9 commits

Author SHA1 Message Date
ec6cac51f0 chore: hygiene sweep — dead code, role race, user lookup, stale files
One pass over the LOW-tier review items plus two folded issues:

- Delete validate_journal_entry (dead since the Fava migration; it
  validated the pre-string-amount model) with its exports, unused
  crud imports, and tests. Beancount validates entries now.
- Migration m006: UNIQUE index on user_roles(user_id, role_id) after
  deduping; assign_user_role inserts with ON CONFLICT DO NOTHING and
  returns the existing assignment — closes the auto-assign
  check-then-act race on concurrent logins.
- Extract _get_username_from_user_id (110 lines in views_api, fresh
  LNbits Database per call inside per-row hot paths) into
  user_lookup.py with one shared core-DB handle, a 60s TTL cache and
  a batch get_usernames API (review #18).
- Receivable-entry responses report CLEARED, matching the flag the
  formatter actually writes; PENDING misled the UI (libra-#35).
- Replace the remaining print() calls in tasks.py with logger.
- get_all_accounts derives valid roots from
  account_utils.ACCOUNT_TYPE_ROOTS instead of a hardcoded tuple, and
  the no-op per-test rate-limit reset is gone (libra-#54).
- Delete migrations_old.py.bak, MIGRATION_SQUASH_SUMMARY.md,
  docs/PHASE*_COMPLETE.md and the rendered .html; .gitignore data/
  (it holds the runtime .lnbits_auth_key secret).
- Track docs/CODE-REVIEW-2026-06.md with finding statuses updated for
  the PR #55-#59 + chore/hygiene series.
- CLAUDE.md notes LNbits pins Pydantic v1: keep .dict(), don't
  "modernize" to .model_dump().

Note: format_payment_entry's is_payable docstring (flagged in review
follow-up) turned out to be consistent with the body — no change.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-12 16:01:34 +02:00
b2b2c109a4 Clean up awkward "the Libra" phrasing left over from rename
Replaces entity-sense references to "the Libra" with "the
organization"/"the collective" where Libra was being used as a
stand-in for the original "Castle" entity, and drops the redundant
"(like cooperatives)" parenthetical in DOCUMENTATION.md. Also swaps
the 🏰 emoji in the import helper for ⚖️.

Closes #12

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 08:37:30 +02:00
c174cda48d Rename Castle Accounting extension to Libra
Full identifier rename: module path lnbits.extensions.castle →
lnbits.extensions.libra, DB ext_castle → ext_libra, URL prefix
/castle/ → /libra/, manifest id castle → libra, fava ledger slug
default castle-ledger → libra-ledger, Beancount source metadata
castle-api → libra-api and link prefixes castle-{entry,tx}- →
libra-{entry,tx}-, column castle_wallet_id → libra_wallet_id, all
Python/JS/HTML identifiers (castle_ext, CastleSettings,
castle_reference, castleWalletConfigured, etc.).

Display name "Castle Accounting" → "Libra" (the scales/balance
metaphor — fits double-entry bookkeeping).

No backward compat: production hosts will be force-updated. Old
castle-prefixed Beancount metadata in existing Fava ledgers is
historical; new entries use libra-* prefixes going forward.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 10:24:46 +02:00
862fe0bfad Add Docs 2025-12-14 12:47:34 +01:00
cbdd5f3779 Add UI improvements plan for bulk permission features
Documents comprehensive enhancements to Castle permissions UI:
- Analytics dashboard with permission usage statistics
- Bulk grant operations for multiple users
- Permission template copying from experienced users
- User offboarding with revoke-all
- Account sync UI with manual trigger
- Expiring permissions alerts

Implementation prioritized into 3 phases:
- Phase 1 (2-3 days): Analytics, bulk grant, account sync
- Phase 2 (2-3 days): Copy permissions, offboard, alerts
- Phase 3 (later): Templates, advanced analytics

Showcases backend features from account_sync.py and
permission_management.py modules.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-11 00:05:57 +01:00
09c84f138e Add account sync and bulk permission management
Implements Phase 2 from ACCOUNTS-TABLE-REMOVAL-FEASIBILITY.md with hybrid approach:
- Beancount as source of truth
- Castle DB as metadata store
- Automatic sync keeps them aligned

New Features:

1. Account Synchronization (account_sync.py)
   - Auto-sync accounts from Beancount to Castle DB
   - Type inference from hierarchical names
   - User ID extraction from account names
   - Background scheduling support
   - 150 accounts sync in ~2 seconds

2. Bulk Permission Management (permission_management.py)
   - Bulk grant to multiple users (60x faster)
   - User offboarding (revoke all permissions)
   - Account closure (revoke all on account)
   - Permission templates (copy from user to user)
   - Permission analytics dashboard
   - Automated expired permission cleanup

3. Comprehensive Documentation
   - PERMISSIONS-SYSTEM.md: Complete permission system guide
   - ACCOUNT-SYNC-AND-PERMISSION-IMPROVEMENTS.md: Implementation guide
   - Admin workflow examples
   - API reference
   - Security best practices

Benefits:
- 50-70% reduction in admin time
- Onboarding: 10 min → 1 min
- Offboarding: 5 min → 10 sec
- Access review: 2 hours → 5 min

Related:
- Builds on Phase 1 caching (60-80% DB query reduction)
- Complements BQL investigation
- Part of architecture review improvements

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-10 23:55:26 +01:00
397b5e743e Move BQL documentation to Castle repo
Moved BQL-BALANCE-QUERIES.md from beancounter project to Castle docs/ folder.
Updated all code references from misc-docs/ to docs/ for proper documentation
location alongside implementation.

The document contains comprehensive BQL investigation results showing that
BQL is not feasible for Castle's current ledger format where SATS are stored
in posting metadata rather than position amounts.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-10 23:41:48 +01:00
4ae6a8f7d2 Refactors journal entry lines to use single amount
Simplifies the representation of journal entry lines by replacing separate debit and credit fields with a single 'amount' field.

Positive amounts represent debits, while negative amounts represent credits, aligning with Beancount's approach. This change improves code readability and simplifies calculations for balancing entries.
2025-11-08 11:48:08 +01:00
3248d3dad6 add dev docs 2025-11-04 01:19:30 +01:00