@moatless/bookkeeping 0.1.1 → 0.1.3

package/dist/utils/templates.js

@@ -15,14 +15,9 @@ This is an accounting data repository for {{COMPANY_NAME}} (Swedish company), st
 │           ├── entry.yaml
 │           └── *.pdf      # Supporting documents
 │
-├── inbox/                 # Raw incoming documents (no entry yet)
-│   └── [DATE]-[NAME]/
-│       ├── documents.yaml
-│       └── *.pdf
-└── drafts/                # Documents with entries, ready to post
-    └── [DATE]-[NAME]/     # e.g., "2025-12-24-anthropic"
+└── inbox/                 # Raw incoming documents (no entry yet)
+    └── [DATE]-[NAME]/
         ├── documents.yaml
-        ├── entry.yaml
         └── *.pdf
 \`\`\`
 
@@ -36,10 +31,10 @@ npx ledgit-cli sync-journal          # Sync journal entries from accounting prov
 npx ledgit-cli sync-inbox            # Download inbox files from accounting provider
 npx ledgit-cli company-info          # Display company information
 
-# Create journal entries
+# Create journal entries (entry number auto-detected, git branch created if on main)
 npx ledgit-cli create-entry --path <inbox-dir-or-file> \\
   --tax-code <code> --base-account <acc> --balancing-account <acc> \\
-  --series <A-K> --entry-number <num>
+  --series <A-K>
 
 # For raw files (not from inbox), also provide:
 #   --description "Vendor name" --document-date 2025-01-15 --amount 1234.50
@@ -70,9 +65,11 @@ npx ledgit-cli update                # Update AGENTS.md to latest version
 ## Workflow Overview
 
 \`\`\`
-inbox/ → (create-entry) → drafts/ → (user confirms) → journal-entries/ → (sync-journal) → Provider
+inbox/ → (create-entry) → journal-entries/ → (git review & commit) → (sync-journal) → Provider
 \`\`\`
 
+When you run \`create-entry\` on main branch, a new git branch is automatically created (e.g., \`book/V-189-2025-10-15-anthropic\`). Review changes with \`git diff\`, commit, and sync to provider.
+
 ## Bookkeeping New Entries
 
 **Important:** Always ask the user for clarification if anything is unclear about the transaction before creating an entry.
@@ -84,12 +81,12 @@ To create a journal entry from an inbox document:
    - \`documentDate\`: Invoice/receipt date (YYYY-MM-DD)
    - \`description\`: Vendor or document name
    - \`totalAmount\`: With \`amount\` (string) and \`currency\` (e.g., EUR, SEK)
-3. **Look for similar entries** - Search \`journal-entries/\` and \`drafts/\` for entries from the same vendor or similar transaction types to learn which accounts and tax codes were used previously
+3. **Look for similar entries** - Search \`journal-entries/\` for entries from the same vendor or similar transaction types to learn which accounts and tax codes were used previously
 4. **Check accounts** - Review \`accounts.yaml\` for appropriate expense/revenue accounts
 5. **Determine tax code** - Based on vendor location and transaction type (see Tax Codes below). Explain your reasoning and describe the tax code meaning to the user
 6. **Ask for confirmation** - Before creating, confirm with the user: vendor, amount, accounts (with names), and tax code (with description)
 7. **Create entry** - Run \`npx ledgit-cli create-entry\` with the appropriate parameters
-8. **Files moved to drafts** - The inbox item is automatically moved to \`drafts/\` with \`entry.yaml\`
+8. **Review and sync** - The entry is created in \`journal-entries/\`. Review with \`git diff\`, commit, and run \`npx ledgit-cli sync-journal\` to post to {{PROVIDER}}
 
 To discard unwanted inbox items:
 \`\`\`bash
@@ -97,22 +94,6 @@ npx ledgit-cli discard inbox/2025-01-15-spam-document
 \`\`\`
 This removes the directory and marks the item for deletion from the provider on next sync.
 
-## Posting Entries
-
-**Important:** Moving entries to \`journal-entries/\` posts them to the real ledger. Always confirm with the user before posting.
-
-When the user confirms draft entries are ready to post:
-
-1. **Determine entry number** - Check existing entries in \`journal-entries/FY-YYYY/\` for the series to find the next available number
-2. **Move to journal-entries** - Rename the draft directory to the proper format:
-   \`\`\`
-   drafts/2025-01-15-anthropic/
-     → journal-entries/FY-2025/A-042-2025-01-15-anthropic/
-   \`\`\`
-   Format: \`{SERIES}-{NUM}-{DATE}-{DESC}/\`
-3. **Update entry.yaml** - Ensure \`entryNumber\` matches the directory and \`status\` is set appropriately
-4. **Sync to provider** - Run \`npx ledgit-cli sync-journal\` to post the entries to {{PROVIDER}}
-
 ## Tax Codes
 
 ### Common Tax Code Patterns

package/package.json

@@ -1,6 +1,6 @@
 {
 	"name": "@moatless/bookkeeping",
-	"version": "0.1.1",
+	"version": "0.1.3",
 	"publishConfig": {
 		"access": "public"
 	},
@@ -10,7 +10,9 @@
 		"directory": "packages/bookkeeping"
 	},
 	"main": "dist/index.js",
-	"files": ["dist"],
+	"files": [
+		"dist"
+	],
 	"types": "dist/index.d.ts",
 	"scripts": {
 		"build": "tsc",
@@ -20,9 +22,9 @@
 		"test:coverage": "bun test --coverage"
 	},
 	"dependencies": {
-		"@moatless/api-client": "^0.1.0",
-		"@moatless/fortnox-client": "^0.1.0",
-		"@moatless/bokio-client": "^0.1.0",
+		"@moatless/api-client": "^0.1.2",
+		"@moatless/fortnox-client": "^0.1.2",
+		"@moatless/bokio-client": "^0.1.2",
 		"cli-progress": "^3.12.0",
 		"open": "^10.1.0",
 		"simple-git": "^3.22.0",