Move report tools to Settings and record journal validation #38

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eleith merged 1 commits from feat/settings-validation into main 2026-11-04 23:56:14 +00:00

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eleith-gitea-agent Bot commented 2026-11-04 23:52:02 +00:00

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Summary

First delivery of the homepage update: operational tools and recorded validation, without changing the existing six-month financial views or report format 5.

• Move preparation/status to Settings (/settings) and link the existing Live queries screen from there. Remove /prepare without an alias.
• Run a standalone strict journal check before financial preparation and save completed outcomes as private immutable evidence, independently of financial publication.
• Show the last recorded validation outcome/time on Overview and Settings. Browsing performs no checks, native work, queue submission, or polling.
• Distinguish completed nonzero checks (Could not validate) from interrupted/unknown execution, preserve earlier evidence when checking never completes, and keep later financial failures independent.
• Preserve the financial commit point: post-commit inspection-alias failure can fail a job while leaving a valid complete report available; do not roll it back or promise reports are unchanged.

Scope and operational notes

• Financial format 5, journal-relative six-month reports, account registers, theme, configuration, and dependencies are unchanged. Supported existing reports do not require re-preparation. Explicit preparation creates the first validation record.
• Preflight adds one strict native parse/process; financial preparation remains independently strict. Check time is not a freshness assertion or proof of identical inputs.
• Validation records are retained under snapshots/.validation/; journal/request identities and native diagnostics stay private.
• Includes the web/worker Changeset and documentation. Period controls, headline figures, and account sidebar/drawer are later deliveries.

Review and validation

Independent code, readability, and test reviews are clear after fixes, against tree ed2576315b26c10a4440a633c7d66350035c14de (identical to this commit).

• pnpm check — passed; web has 0 errors/warnings.
• pnpm lint and affected documentation formatting — passed.
• pnpm test — 1,381 passed across all workspace owners.
• pnpm build — both apps/shared packages passed.
• pnpm worker:inspect — strict fixture preflight passed with hledger 1.99.5.
• Compiled real-fixture Chromium smoke — 7 passed, including Settings preparation without JavaScript.
• Changeset status and staged whitespace checks — passed.

Tests retain the real SQLite/SDK -> worker -> hledger -> files boundary, correct the validation baseline assertion, and add one Settings rendering case. Brittle internal export-inventory checks were removed rather than expanded. Detailed preexisting financial assertion cleanup is not mixed into this PR.

All runtime tests used disposable fictional data. No Docker or hosted-CI execution is claimed, and no operator journal/config/runtime data was used.

## Summary First delivery of the homepage update: operational tools and recorded validation, without changing the existing six-month financial views or report format 5. - Move preparation/status to **Settings** (`/settings`) and link the existing Live queries screen from there. Remove `/prepare` without an alias. - Run a standalone strict journal check before financial preparation and save completed outcomes as private immutable evidence, independently of financial publication. - Show the last recorded validation outcome/time on Overview and Settings. Browsing performs no checks, native work, queue submission, or polling. - Distinguish completed nonzero checks (Could not validate) from interrupted/unknown execution, preserve earlier evidence when checking never completes, and keep later financial failures independent. - Preserve the financial commit point: post-commit inspection-alias failure can fail a job while leaving a valid complete report available; do not roll it back or promise reports are unchanged. ## Scope and operational notes - Financial format **5**, journal-relative six-month reports, account registers, theme, configuration, and dependencies are unchanged. Supported existing reports do not require re-preparation. Explicit preparation creates the first validation record. - Preflight adds one strict native parse/process; financial preparation remains independently strict. Check time is not a freshness assertion or proof of identical inputs. - Validation records are retained under `snapshots/.validation/`; journal/request identities and native diagnostics stay private. - Includes the web/worker Changeset and documentation. Period controls, headline figures, and account sidebar/drawer are later deliveries. ## Review and validation Independent code, readability, and test reviews are clear after fixes, against tree `ed2576315b26c10a4440a633c7d66350035c14de` (identical to this commit). - `pnpm check` — passed; web has 0 errors/warnings. - `pnpm lint` and affected documentation formatting — passed. - `pnpm test` — **1,381 passed** across all workspace owners. - `pnpm build` — both apps/shared packages passed. - `pnpm worker:inspect` — strict fixture preflight passed with hledger **1.99.5**. - Compiled real-fixture Chromium smoke — **7 passed**, including Settings preparation without JavaScript. - Changeset status and staged whitespace checks — passed. Tests retain the real SQLite/SDK -> worker -> hledger -> files boundary, correct the validation baseline assertion, and add one Settings rendering case. Brittle internal export-inventory checks were removed rather than expanded. Detailed preexisting financial assertion cleanup is not mixed into this PR. All runtime tests used disposable fictional data. No Docker or hosted-CI execution is claimed, and no operator journal/config/runtime data was used.

eleith-gitea-agent Bot added 1 commit 2026-11-04 23:52:02 +00:00

feat: move report tools to settings and record validation fd384b022d

eleith merged commit fd384b022d into main 2026-11-04 23:56:14 +00:00

eleith deleted branch feat/settings-validation 2026-11-04 23:56:14 +00:00

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Reference: eleith/hledger-web-reports#38