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Claude/multi document finance workflow knd al#3

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TheSortingHash wants to merge 9 commits into
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claude/multi-document-finance-workflow-KndAl
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Claude/multi document finance workflow knd al#3
TheSortingHash wants to merge 9 commits into
mainfrom
claude/multi-document-finance-workflow-KndAl

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TheSortingHash and others added 9 commits January 24, 2026 23:41
- Checkboxes on each document row in the Active tab; floating action bar
  lets staff route any number of selected documents into the Internal
  Logbook in one click.
- Routing opens InternalLogForm in a new tab, pre-filled per document:
  Type matches the source row and Title is prefixed with
  '[Ref: <TransactionID>]' so the external reference is preserved
  without a schema change.
- Pre-filled rows remain editable so the user can still tweak titles,
  set encoder/received-from, or add/remove entries before logging.
- Adds checkExternalRefDuplicates() that warns (but does not block) if
  a routed title already exists in InternalDocuments.
- Prefill payload is passed as a base64-encoded JSON URL param via a
  new 'prefill' query parameter on the internal-log page, with a
  Unicode-safe encode/decode pair for non-ASCII titles.

https://claude.ai/code/session_017WmZ8T3b92jNBvPxmLHSpx
Multi-transaction selection on the Dashboard:
- Per-transaction checkboxes on the Active tab (ticking a transaction
  selects all its documents) plus the existing per-document checkboxes;
  the two stay in sync, including an indeterminate state.
- The floating action bar now exposes Update Status, Mark as Picked Up,
  and Pull Out alongside Route to Internal Logbook. Each opens a modal
  and acts on the selected documents across any number of transactions.
- New server functions processMultiStatusUpdate / processMultiClaim /
  processMultiPullOut operate on explicit Documents-sheet rows so one
  action can span several transactions; getDashboardData now also
  returns the directory for name autocomplete.

Signature removal:
- Pickup/release and pull-out no longer capture a digital signature
  in any flow (Update.html modals and the new multi-transaction flows).
  Confirmation is now name-based.
- Pickup/pull-out emails carry a "no reply needed" disclaimer: silence
  is treated as confirmation; recipients only reply to dispute.

Email policy for multi-transaction pickup/pull-out:
- Each document owner gets a separate email containing only their own
  documents; the person who picked up gets one consolidated email
  covering everything, with the main-workflow reference number shown
  per document.

https://claude.ai/code/session_017WmZ8T3b92jNBvPxmLHSpx
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2 participants