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BeanDesk v0.2.2

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@github-actions github-actions released this 08 Oct 02:05
v0.2.2
f6c23e5

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.

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。
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