@hed-hog/finance 0.0.350 → 0.0.353

package/hedhog/data/route.yaml

@@ -1,3 +1,14 @@
+- url: /finance/realtime/cursor
+  method: GET
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+      - where:
+          slug: finance-statements-editor
+
 - url: /finance/data
   method: GET
   relations:
@@ -587,4 +598,651 @@
       - where:
           slug: admin
       - where:
-          slug: admin-finance
+          slug: admin-finance
+# finance MCP tools
+- tool_name: finance.accounts-payable.installments.approve
+  type: MCP
+  name: Accounts Payable Installments Approve
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.cancel
+  type: MCP
+  name: Accounts Payable Installments Cancel
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.create
+  type: MCP
+  name: Accounts Payable Installments Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.extract-from-file
+  type: MCP
+  name: Accounts Payable Installments Extract From File
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.get
+  type: MCP
+  name: Accounts Payable Installments Get
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.list
+  type: MCP
+  name: Accounts Payable Installments List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.reject
+  type: MCP
+  name: Accounts Payable Installments Reject
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.settle
+  type: MCP
+  name: Accounts Payable Installments Settle
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.settlements.reverse
+  type: MCP
+  name: Accounts Payable Installments Settlements Reverse
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.tags.update
+  type: MCP
+  name: Accounts Payable Installments Tags Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-payable.installments.update
+  type: MCP
+  name: Accounts Payable Installments Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.approve
+  type: MCP
+  name: Accounts Receivable Installments Approve
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.cancel
+  type: MCP
+  name: Accounts Receivable Installments Cancel
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.create
+  type: MCP
+  name: Accounts Receivable Installments Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.extract-from-file
+  type: MCP
+  name: Accounts Receivable Installments Extract From File
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.get
+  type: MCP
+  name: Accounts Receivable Installments Get
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.list
+  type: MCP
+  name: Accounts Receivable Installments List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.settle
+  type: MCP
+  name: Accounts Receivable Installments Settle
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.settlements.reverse
+  type: MCP
+  name: Accounts Receivable Installments Settlements Reverse
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.tags.update
+  type: MCP
+  name: Accounts Receivable Installments Tags Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.accounts-receivable.installments.update
+  type: MCP
+  name: Accounts Receivable Installments Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.audit-logs.list
+  type: MCP
+  name: Audit Logs List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-accounts.create
+  type: MCP
+  name: Bank Accounts Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-accounts.delete
+  type: MCP
+  name: Bank Accounts Delete
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-accounts.list
+  type: MCP
+  name: Bank Accounts List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-accounts.update
+  type: MCP
+  name: Bank Accounts Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-reconciliation.summary
+  type: MCP
+  name: Bank Reconciliation Summary
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-reconciliations.create
+  type: MCP
+  name: Bank Reconciliations Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.bank-reconciliations.delete
+  type: MCP
+  name: Bank Reconciliations Delete
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.categories.create
+  type: MCP
+  name: Categories Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.categories.delete
+  type: MCP
+  name: Categories Delete
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.categories.list
+  type: MCP
+  name: Categories List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.categories.move
+  type: MCP
+  name: Categories Move
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.categories.update
+  type: MCP
+  name: Categories Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.collections-default.get
+  type: MCP
+  name: Collections Default Get
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.collections-default.register-agreement
+  type: MCP
+  name: Collections Default Register Agreement
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.collections-default.send
+  type: MCP
+  name: Collections Default Send
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.cost-centers.create
+  type: MCP
+  name: Cost Centers Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.cost-centers.delete
+  type: MCP
+  name: Cost Centers Delete
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.cost-centers.list
+  type: MCP
+  name: Cost Centers List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.cost-centers.update
+  type: MCP
+  name: Cost Centers Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.currencies.create
+  type: MCP
+  name: Currencies Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.currencies.delete
+  type: MCP
+  name: Currencies Delete
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.currencies.list
+  type: MCP
+  name: Currencies List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.currencies.update
+  type: MCP
+  name: Currencies Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.data.get
+  type: MCP
+  name: Data Get
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.period-close.create
+  type: MCP
+  name: Period Close Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.period-close.list
+  type: MCP
+  name: Period Close List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.reports.overview-results
+  type: MCP
+  name: Reports Overview Results
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.reports.top-customers
+  type: MCP
+  name: Reports Top Customers
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.reports.top-operational-expenses
+  type: MCP
+  name: Reports Top Operational Expenses
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.scenarios.update
+  type: MCP
+  name: Scenarios Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.settlements.reverse
+  type: MCP
+  name: Settlements Reverse
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.statements.adjustments.create
+  type: MCP
+  name: Statements Adjustments Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.statements.create
+  type: MCP
+  name: Statements Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+      - where:
+          slug: finance-statements-editor
+
+- tool_name: finance.statements.delete
+  type: MCP
+  name: Statements Delete
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+      - where:
+          slug: finance-statements-editor
+
+- tool_name: finance.statements.export
+  type: MCP
+  name: Statements Export
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.statements.import
+  type: MCP
+  name: Statements Import
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.statements.list
+  type: MCP
+  name: Statements List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.statements.update
+  type: MCP
+  name: Statements Update
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+      - where:
+          slug: finance-statements-editor
+
+- tool_name: finance.tags.create
+  type: MCP
+  name: Tags Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.titles.settlements-history.get
+  type: MCP
+  name: Titles Settlements History Get
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.transfers.create
+  type: MCP
+  name: Transfers Create
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- tool_name: finance.transfers.list
+  type: MCP
+  name: Transfers List
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+

package/hedhog/frontend/app/_components/finance-title-actions-menu.tsx.ejs

@@ -20,11 +20,11 @@ import {
 import { Input } from '@/components/ui/input';
 import {
   Sheet,
-  SheetContent,
   SheetDescription,
   SheetHeader,
   SheetTitle,
 } from '@/components/ui/sheet';
+import { ResizableSheetContent } from '@/components/ui/resizable-sheet-content';
 import {
   CheckCircle,
   Download,
@@ -182,7 +182,13 @@ export function FinanceTitleActionsMenu({
       </DropdownMenu>
 
       <Sheet open={isReverseSheetOpen} onOpenChange={setIsReverseSheetOpen}>
-        <SheetContent className="w-full sm:max-w-lg overflow-y-auto">
+        <ResizableSheetContent
+          sheetId="finance-title-actions-reverse-sheet"
+          defaultWidth={560}
+          minWidth={420}
+          maxWidth={920}
+          className="w-full sm:max-w-lg overflow-y-auto"
+        >
           <SheetHeader>
             <SheetTitle>{dialogs.reverseTitle}</SheetTitle>
             <SheetDescription>{dialogs.reverseDescription}</SheetDescription>
@@ -215,7 +221,7 @@ export function FinanceTitleActionsMenu({
               </Button>
             </div>
           </div>
-        </SheetContent>
+        </ResizableSheetContent>
       </Sheet>
 
       <AlertDialog