modules/open-item-reconciliation/assets/review-workbench-adapter.json

{
  "schemaVersion": "1.0",
  "plugin": "open-item-reconciliation",
  "title": "Open-item Reconciliation Review",
  "reviewTitle": "Reconciliation Evidence Review",
  "queueTitle": "Reconciliation Rows",
  "detailTitle": "Row Vs Evidence",
  "detailMode": "reconciliation-desk",
  "detailHelp": "Tie the reconciliation row to source evidence and decide whether more support is needed.",
  "detailGroups": [
    {
      "title": "Reconciliation Row",
      "variant": "ledger",
      "fields": [
        "document_no",
        "account",
        "counterparty",
        "amount",
        "status"
      ],
      "empty": "No row fields."
    },
    {
      "title": "Evidence",
      "variant": "source",
      "fields": [
        "evidence",
        "support",
        "rule",
        "source_file",
        "source_row"
      ],
      "empty": "No evidence fields."
    },
    {
      "title": "Exception",
      "variant": "finding",
      "fields": [
        "reason",
        "review_instruction",
        "deterministic_rule",
        "deterministic_status"
      ],
      "empty": "No exception fields."
    }
  ],
  "panels": [
    "Reconciliation row",
    "Evidence",
    "Exception"
  ],
  "localized": {
    "es": {
      "title": "Revisi\u00f3n de partidas abiertas",
      "reviewTitle": "Revisi\u00f3n de evidencias de conciliaci\u00f3n",
      "queueTitle": "L\u00edneas de conciliaci\u00f3n",
      "detailTitle": "L\u00ednea y evidencia",
      "detailHelp": "Vincule la l\u00ednea de conciliaci\u00f3n con las evidencias y decida si hace falta m\u00e1s respaldo.",
      "search": "Buscar coincidencia, cuenta, contraparte, evidencia, bloqueo"
    },
    "it": {
      "title": "Revisione partite aperte",
      "reviewTitle": "Revisione evidenze riconciliazione",
      "queueTitle": "Righe riconciliazione",
      "detailTitle": "Riga ed evidenza",
      "detailHelp": "Collega la riga di riconciliazione alle evidenze e decidi se serve altro supporto.",
      "search": "Cerca match, conto, controparte, evidenza, blocco"
    },
    "fr": {
      "title": "Revue des postes ouverts",
      "reviewTitle": "Revue des justificatifs de rapprochement",
      "queueTitle": "Lignes de rapprochement",
      "detailTitle": "Ligne et justificatif",
      "detailHelp": "Reliez la ligne au justificatif et decidez si un support supplementaire est requis.",
      "search": "Chercher match, compte, contrepartie, justificatif, blocage"
    },
    "de": {
      "title": "Pr\u00fcfung offener Posten",
      "reviewTitle": "Abstimmungsnachweise pruefen",
      "queueTitle": "Abstimmungszeilen",
      "detailTitle": "Zeile und Nachweis",
      "detailHelp": "Abstimmungszeile mit Nachweisen verbinden und entscheiden, ob weiterer Beleg noetig ist.",
      "search": "Match, Konto, Gegenpartei, Nachweis, Blocker suchen"
    }
  },
  "saveTool": "save_open_item_reconciliation_decisions",
  "applyTool": "apply_open_item_reconciliation_decisions",
  "widgetType": "open_item_reconciliation_review",
  "demo": {
    "review_type": "open_item_reconciliation_review",
    "items": [
      {
        "id": "match-1",
        "item_type": "closure_evidence_review",
        "title": "Customer ACME - open item 4582",
        "source_path": "open_items.xlsx",
        "output_path": "reconciliation_workpaper.xlsx",
        "allowed_actions": [
          "accept",
          "reject",
          "edit",
          "mark_unclear",
          "skip"
        ],
        "recommended_action": "accept",
        "data": {
          "account": "Trade receivables",
          "counterparty": "ACME",
          "amount": "1250.00",
          "status": "matched",
          "evidence": "bank statement line 42",
          "document_no": "4582",
          "target_artifact": "codex_review_packet.json",
          "target_id_field": "document_no",
          "target_record_id": "4582",
          "target_field": "review_notes",
          "edit_hint": "Editing this row updates review_notes in codex_review_packet.json for document 4582."
        },
        "evidence": [
          {
            "kind": "row_vs_evidence",
            "support": "bank statement line 42"
          }
        ]
      },
      {
        "id": "exception-1",
        "item_type": "unresolved_item",
        "title": "Unmatched open item 4610",
        "source_path": "open_items.xlsx",
        "output_path": "exceptions.csv",
        "allowed_actions": [
          "accept",
          "reject",
          "edit",
          "mark_unclear",
          "skip"
        ],
        "recommended_action": "mark_unclear",
        "data": {
          "account": "Trade receivables",
          "amount": "640.00",
          "status": "unmatched",
          "document_no": "4610",
          "reason": "No ledger or bank support found.",
          "requested_document": "Ledger or bank support for open item 4610",
          "target_artifact": "codex_review_packet.json",
          "target_id_field": "document_no",
          "target_record_id": "4610",
          "target_field": "review_notes",
          "edit_hint": "Editing this exception updates review_notes in codex_review_packet.json for document 4610."
        },
        "evidence": [
          {
            "kind": "exception",
            "finding": "missing support"
          }
        ]
      }
    ]
  }
}