BeanDesk v0.2.8

What's Changed

• Require dual-track duplicate detection (ID match + 7-day business fingerprint) and a single batch confirmation preview before writing accounts, documents, or month postings (#72)
• Standardize source document filing filenames to include full statutory or contract IDs (.inv-<full-number> / .ct-<full-contract>) when present (#72)

Full Changelog: v0.2.7...v0.2.8

BeanDesk v0.2.7

BeanDesk v0.2.7 adds accounting standard presets, existing Beancount ledger adoption, and rule review protection.

• Select accounting standards and currency (zh-CN / CNY or en / USD) when initializing, upgrading, or adopting an existing Beancount ledger
• Require desktop review and approval before custom TOML policy rules take effect, with one-click diff view and rollback
• Match MCP card language to the ledger's accounting standard
• Stop idle report rerenders and unify accounting terminology across the app and handbook

Installers for macOS, Windows, and Linux. This version has no mobile build.

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BeanDesk v0.2.7 新增会计准则预设、既有账本接管与合规规则变更审核。

• 初始化、升级账套结构或接管既有 Beancount 账本时，支持显式选择会计准则与记账币种（zh-CN / CNY 或 en / USD）
• 自定义合规规则变更需在桌面端对比差异并审核批准后方才生效，支持一键恢复上次批准的版本
• MCP 卡片语言自动跟随账套的会计准则
• 消除报表空闲重渲染，统一界面与用户手册的财务术语

安装包覆盖 macOS、Windows 和 Linux。此版本不提供移动端构建。

BeanDesk v0.2.6

BeanDesk v0.2.6 introduces native Chinese hyphen account formatting, enhances MCP policy linting for Unicode accounts, and modularises the bookkeeping guide.

• Support Beancount Chinese hyphenated accounts (EnglishPrefix-中文名称) with clean Chinese labels across the Journal, Documents, and BQL console
• Enable Unicode account scanning in MCP check_ledger so TOML policy rules apply to Chinese accounts seamlessly
• Refactor the bookkeeping skill into a lean Hub-and-Spoke architecture with shared accounts templates to eliminate context drift
• Preserve double-entry ladder indentation in Journal and improve transaction document preview sizing

Installers for macOS, Windows, and Linux. This version has no mobile build.

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BeanDesk v0.2.6 全面支持中文连字符科目规范，强化 MCP 合规规则引擎对中文科目的核验，并将记账技能重构为主分模块架构。

• 适配 Beancount 中文连字符科目规范，在日记账、凭证库与 BQL 查询中呈现清晰的中文层级，新账本默认写入标准小微企业中文模板
• 升级 MCP check_ledger 词法解析支持 Unicode，确保针对中文科目的 TOML 机器规则正常生效拦截
• 记账指南重构为主分架构（主路由 + references/ 按需查阅），统一科目模板为单一数据源，防止大模型注意力漂移
• 保留日记账借贷梯位排版习惯，优化交易凭证弹窗宽度与排版防遮挡

安装包覆盖 macOS、Windows 和 Linux。此版本不提供移动端构建。

BeanDesk v0.2.5

BeanDesk v0.2.5 fixes engine supervision on Windows and improves connection logging.

• Directly supervise the bundled engine process on Windows, preventing premature exit detection
• Capture bundled engine logs and display the on-disk log file path in Settings
• Synchronize GitHub Release notes into in-app updater announcements

Installers for macOS, Windows, and Linux. This version has no mobile build.

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BeanDesk v0.2.5 修复了 Windows 平台内置引擎的看管问题，并优化了日志与更新展示。

• 修复 Windows 下直接接管内置引擎进程，解决启动即误判退出的问题
• 实时归集内置引擎运行日志，并在设置页直观展示日志文件的绝对路径
• 自动同步 GitHub Release 说明至应用内更新弹窗

安装包覆盖 macOS、Windows 和 Linux。此版本不提供移动端构建。

BeanDesk v0.2.4

BeanDesk v0.2.4 fixes 404 errors when ledger titles change, and automatically refreshes reports on ledger updates.

• Auto-recover from 404s when the Fava ledger slug changes
• Automatically refresh open reports when ledger data changes, eliminating manual reloads

Installers for macOS, Windows, and Linux. This version has no mobile build.

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BeanDesk v0.2.4 修复了改账本标题后报 404 的问题，并在账本变动时自动刷新报表。

• 账本路径变更时自动重探恢复，消除 404 错误
• 账本变动后前端报表自动刷新，无需再手动刷新窗口

安装包覆盖 macOS、Windows 和 Linux。此版本不提供移动端构建。

BeanDesk v0.2.3

BeanDesk v0.2.3 fixes MCP output schemas for AI clients, shows release notes in the desktop updater, and improves top navigation layout.

• MCP Tool Schemas: Fixed output schemas for report and query tools to support strict clients like Cursor (#48).
• Desktop Updater: The update dialog now displays the release notes body (#49).
• Header Navigation: Shortened the English label for documents to prevent brand text from crowding on narrow screens (#50).

Installers for macOS, Windows, and Linux. This version has no mobile build.

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BeanDesk v0.2.3 修复了 MCP 工具与 AI 客户端的兼容性问题，在桌面更新弹窗中展示更新说明，并优化了顶栏导航空间。

• MCP 工具规范：修复报表与查询工具的输出 Schema，支持 Cursor 等严格模式客户端正常解析与调用 (#48)。
• 更新弹窗：桌面端检测到新版本时，弹窗直接展示发版说明与更新日志 (#49)。
• 顶栏导航：精简英文导航中凭证模块文案宽度，避免窄屏下挤压品牌区域 (#50)。

安装包覆盖 macOS、Windows 和 Linux。此版本不提供移动端构建。

BeanDesk v0.2.2

BeanDesk v0.2.2 introduces ledger policy validation, automated silent report refreshes, and expanded MCP tools for AI bookkeeping assistants.

Ledger Policy Engine

• Custom policies in policies/: Define qualitative accounting guidelines (Markdown) and machine-enforced rules (TOML).
• Policy validation via MCP: check_ledger now enforces posting rules (required tags, required payees, narration regex, posting signs, and forbidden accounts) within specified date ranges after standard balance checks.
• AI assistant tools: Added list_policies and get_policy tools for AI agents to query local business rules directly.

Silent Report Refresh

• Automated refresh: When connected, reports automatically detect ledger updates and refresh data without manual page reloads.
• Interface refinements: Cleaned up header connection controls and layout alignment.

Documentation & Reliability

• Streamlined bilingual documentation and clarified daily workflows.
• Improved build resilience across all desktop platforms.

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更新说明

BeanDesk v0.2.2 增加了记账合规策略引擎、报表静默自动刷新，并为本地 AI 记账扩展了策略工具。

记账合规策略

• 账本策略目录：支持在 policies/ 下维护业务记账指引（Markdown）与机器校验规则（TOML）。
• 机器规则校验：MCP check_ledger 工具在完成语法与试算平衡检查后，自动针对有效区间内的分录校验策略规则（必填标签、必填交易对手、摘要正则、借贷方向与科目禁用）。
• AI 策略检索：新增 list_policies 与 get_policy 工具，供本地 AI 助手按需查阅当前账本的业务规范。

报表静默刷新

• 账本变动自动同步：页面在前台处于连接状态时，自动检测账本重载并刷新财务报表，无需手动点击。
• 界面细节优化：调整顶栏连接状态与操作按钮布局。

文档与工程优化

• 梳理中英文文档，清晰呈现极简日常工作流与产品边界。
• 优化跨平台构建与测试稳定性。

BeanDesk v0.2.0

What's Changed

BeanDesk v0.2.0 introduces a bundled Fava engine, local Git snapshots, encrypted restic archiving, a local stdio MCP server, and an offline handbook.

Bundled Fava Engine

• Standalone Runtime: Ships beandesk-engine (onedir frozen Python/Fava). Launch a local ledger by choosing a directory—no Python or CLI configuration required.
• Initialize Ledger: Generates a standard Beancount skeleton (main.bean, config/, data/, documents/) in empty folders.
• Cross-Platform: Native builds for macOS (Apple Silicon & Intel x86_64), Windows, and Linux. Custom shell commands and direct URL connections remain fully supported.

Backup & Archiving

• Automatic Git Snapshots: Watches the ledger folder with a 5-second debounce. Credentials and keys are ignored via .gitignore and never committed or pushed.
• Encrypted Archives via restic: Bundles restic 0.19.1. Incremental encrypted backups to local folders or S3-compatible buckets (Cloudflare R2, MinIO, AWS S3).
• Protection for External Ledgers: Disables backup operations for existing directories lacking a .beandesk marker.

Local stdio MCP Server

• Run the desktop binary with mcp to start a Model Context Protocol server over stdio.
• Provides read-only ledger queries (BQL, financial statements, journal entries) and handbook access for local AI agents (Cursor, Claude Desktop).

Offline Handbook

• Dedicated secondary desktop window loading the bundled Fumadocs documentation site offline.

Compliance Calendar

• Import local .ics files or subscribe to HTTPS calendar feeds (Google Calendar, Outlook / Microsoft 365).
• Caches feed locally; sends desktop notifications within 7 days of due dates.

Desktop Improvements

• Closes to system tray without terminating background Fava sessions.
• Single-instance guard prevents duplicate launches and port conflicts.
• Pre-warmed window prevents theme flashing on startup.
• Full CSV statement exports and an updated About page.

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更新内容

BeanDesk v0.2.0 带来了内置 Fava 运行引擎、本地 Git 快照、restic 加密归档、本地 stdio MCP 服务与离线手册。

内置 Fava 引擎

• 独立运行环境：随包携带 beandesk-engine 冻结运行时。选择目录即可启动账本，无需安装 Python 或配置命令行。
• 账本初始化：支持在空目录中一键生成标准 Beancount 账本骨架（main.bean、config/、data/ 与 documents/）。
• 多平台原生支持：覆盖 Apple Silicon、Intel Mac (x86_64)、Windows 与 Linux 原生平台；保留自定义命令启动与网络地址直连。

数据备份与加密归档

• Git 本地自动快照：5 秒防抖监听工作目录改动并自动提交本地 Git。敏感凭据受 .gitignore 保护，永不上云。
• restic 增量加密归档：随包集成 restic 0.19.1。支持增量加密备份至本地目录或 S3 兼容对象存储（Cloudflare R2、MinIO、AWS S3 等），仅传输变动数据块。
• 外部既有账本保护：未包含 .beandesk 标记的外部账本自动禁用备份与恢复面板，防止误改原文件。

本地 stdio MCP 服务

• 桌面端直接传入 mcp 参数即可作为标准 stdio MCP 服务运行。
• 为本地 AI 客户端（Cursor、Claude Desktop 等）提供只读报表查询（BQL、法定报表、明细分录）与离线手册检索，不开放写盘权限。

随包离线用户手册

• 桌面端专属第二窗口，随包附带完整的离线使用手册，随时查阅 Beancount 规范与操作指南。

征期日历订阅

• 支持导入本地 .ics 文件或配置 HTTPS 日历订阅（Google、Outlook / Microsoft 365）。
• 本地保存副本缓存；事项到期前 7 天触发桌面横幅与系统通知。

桌面端体验优化

• 关闭窗口默认隐藏至系统托盘，保持后台服务运行。
• 单实例守护运行，避免重复启动冲突；窗口在内存中完成主题预热后再显示，杜绝启动闪烁。
• 报表支持完整 CSV 导出；设置中新增关于页面与作者链接。

BeanDesk v0.1.0

Initial Release

BeanDesk is a modern, local-first double-entry bookkeeping workbench for Beancount and Fava, built with React 19, TypeScript, Tailwind CSS, shadcn/ui, and Tauri 2.

Features

• Four Financial Statements: Side-by-side Trial Balance with balance assertions and discrepancy alerts, two-column Balance Sheet, Income Statement, and direct-method Cash Flow Statement driven by account metadata (cash: TRUE, cashflow).
• Global Time Slicing: Filter statements, journal entries, and queries across all-time, annual, quarterly, or monthly periods.
• Journal & Document Drilldown: Search transactions by payee, narration, account, or tag. Drill down into postings and preview linked invoices or receipts.
• Native BQL Console: Execute Beancount Query Language queries with built-in templates, keyboard shortcuts, and CSV export.
• Cross-Platform Desktop Client: Native desktop installers for macOS (Apple Silicon / Intel), Windows (x64), and Linux (x64 / Arm64), connecting directly to Fava without cloud accounts.

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首发版本说明

BeanDesk 是面向 Beancount 与 Fava 的现代本地财务工作台，基于 React 19、TypeScript、Tailwind CSS、shadcn/ui 与 Tauri 2 构建。

功能特性

• 四大财务报表：借贷并排呈现的试算平衡表（实时平衡校验与差额提示）、双栏资产负债表、利润表，以及基于科目元数据（cash: TRUE、cashflow）动态归集的直接法现金流量表。
• 全局时间切片：支持全部时期、按年、按季、按月切片，所有报表、明细与查询联动生效。
• 日记账与凭证穿透：按收款人、摘要、科目或标签检索交易；点击分录直接穿透预览关联的原始凭证（发票、回单等）。
• 原生 BQL 查询控制台：支持执行原生 Beancount 查询语句，内置常用模板与快捷键，支持导出 CSV。
• 跨平台桌面客户端：提供 macOS（Apple Silicon / Intel）、Windows 与 Linux 原生安装包，本地直连 Fava，无云端账号依赖。