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managarten/docs/plans
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Till JS 2ee3a1a93a feat(invoices): M7 dashboard widget + tests + plan status 
Adds the missing bits that turn M1–M6 into a coherent shippable
product rather than a pile of commits.

Dashboard widget (M7)
- InvoicesOpenWidget.svelte: open + overdue totals in the primary
  currency, top-3 oldest overdue with "X Tage überfällig" under each,
  empty-state CTA for first-time users
- Registered as `invoices-open` in WIDGET_REGISTRY and the component
  map. Default size medium, no requiredBackend (local-first, no API)
- Fixed pre-existing test gap: validBackends list was missing 'body'
  (body-stats widget has been failing silently) — added so the check
  protects against drift for real

Tests (45 total, all green)
- totals.test.ts (9): computeLineTotal with discount+vat, grouping
  invariant (breakdown sums == invoice totals), rounding edges
- pdf/qr-bill.test.ts (17): generateSCORReference stability +
  spec-validity via swissqrbill's own isSCORReferenceValid, buildQRBillData
  eligibility gates (currency, IBAN, address, amount), CH + DE address
  parser paths, referenceNumber-preferred-over-regen invariant
- mail-template.test.ts (12): subject/body composition (with/without
  subject, CHF vs EUR QR-hint, empty recipient fallback), mailto
  spaces-as-%20 patch, looksLikeEmail edge cases

Plan (docs/plans/invoices-module.md)
- Updated with commit SHAs per milestone, testing status, and the
  explicit list of open items (Logo-Upload, AI-Tools, sync collision,
  structured addresses, finance cross-link, camt bankabgleich) so the
  next coder knows exactly what's parked where

Unresolved: browser smoke test couldn't run — SSR is broken for all
module routes in the current tree (pre-existing, likely from the
parallel Spaces refactor; /library, /todo, /contacts all return 500
the same way). Unit tests + clean bundle build (M4) + type-check are
the coverage we have.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 16:38:18 +02:00
..
ai-mission-key-grant.md feat(ai): Mission Grant rollout gating — flag, alerts, runbook, user docs 2026-04-15 14:02:47 +02:00
event-discovery.md feat(events): add Event Discovery — Phase 1 + 2 2026-04-18 15:30:46 +02:00
invoices-module.md feat(invoices): M7 dashboard widget + tests + plan status 2026-04-20 16:38:18 +02:00
library-module.md feat(library): M3 — progress tracking (pages, episodes, issues) + restart 2026-04-17 13:17:22 +02:00
mail-module-plan.md docs(mail): add TODO checklist for remaining Phase 1-4 work 2026-04-13 20:46:00 +02:00
mana-research-service.md feat(research): Phase 3a — 4 sync research agents 2026-04-17 15:06:12 +02:00
multi-agent-workbench.md docs: flesh out Multi-Agent plan shipping log + Team Workbench forward plan 2026-04-15 22:17:04 +02:00
news-research-module.md docs: flesh out Multi-Agent plan shipping log + Team Workbench forward plan 2026-04-15 22:17:04 +02:00
planner-function-calling.md docs(plans): function-calling migration + removal of propose/approve gate 2026-04-20 15:10:23 +02:00
README.md docs: update tool coverage table + server-side research + templates 2026-04-16 12:35:40 +02:00
scene-scope-empty-state.md docs(workbench): plan for scene-scope empty state 2026-04-18 16:23:13 +02:00
social-relay-module.md feat(spaces): add space types + module allowlist as multi-tenancy foundation 2026-04-20 15:57:57 +02:00
spaces-foundation.md feat(spaces): add space types + module allowlist as multi-tenancy foundation 2026-04-20 15:57:57 +02:00
team-workbench.md docs: flesh out Multi-Agent plan shipping log + Team Workbench forward plan 2026-04-15 22:17:04 +02:00
workbench-templates.md feat(templates): generalise to WorkbenchTemplate + ship Calmness pilot (T1) 2026-04-16 01:07:41 +02:00

README.md

Plans

Design + rollout plans, grouped by topic. Plans are long-form docs with baked-in decisions, phasing, open questions, and (when shipped) a history section with commit refs.

AI / Workbench roadmap

The Mana AI Workbench has evolved in three successive planned waves — each one laying foundations the next one relies on:

  User hat einen Companion (v0 — shipped before these docs)
        │
        ▼
  AI Missions + Proposals + Policy + Revert
        │
        ▼
  Mission Key-Grants  ←  ai-mission-key-grant.md  ✅
    (encrypted inputs decryptable by the server runner)
        │
        ▼
  Multi-Agent Workbench  ←  multi-agent-workbench.md  ✅
    (named agents, per-agent policy/memory/budget,
     identity-aware Actor, scene→agent lens)
        │
        ▼
  Team Workbench  ←  team-workbench.md  📝 (not started)
    (multi-user + shared AI context,
     admin lens on team members)
Plan Status Scope
ai-mission-key-grant.md ✅ Shipped Per-mission RSA-wrapped key grant so mana-ai can decrypt allowlisted encrypted records when user opts in.
multi-agent-workbench.md ✅ Shipped Identity-aware Actor + named AI agents owning missions + per-agent policy + scene lens. 28 tools across 11 modules including server-side web-research.
workbench-templates.md ✅ T1 Shipped Generalised templates: 3 agent-templates + 3 non-AI workbench starter-kits. Seed-handler registry for per-module data seeding.
team-workbench.md 📝 Forward-looking TeamSpace with membership, team-encrypted records, admin lens on team members. Reuses Actor.principalId + key-wrapping patterns from the two above.

Cross-references:

Other plans

Plan Topic
mail-module-plan.md Mail module — IMAP/SMTP integration
news-research-module.md News + research pipeline