Attachments, statements, reconciliations, TIN vault, counterparty policy
MCP: books.link_attachment, unlink_attachment, attachments; link_to on attach_receipt and file_document; record_statement, statements; books.reconcile previews and, confirmed against a recorded statement, records the reconciliation; void_reconciliation, reconciliations; import_bank_csv links its source file; digest lists unreconciled accounts. TIN vault: books.set_w9 takes the TIN and the form into the encrypted vault (last four in the books); books.vendor_1099 include_tins and save_csv_to for the CPA's copy; books.get_w9; books.purge_tin. A leak test scans every tool output, the journal, the database, and the blobs. [books] parties = off | suggest | require (default suggest): every preview names the entry's party or suggests likely ones; require refuses to post until it names one or is marked as having none (entry.no_party). Viewer: documents on every subject page; statements and reconciliation history per account; reconciliation pages; reconcile and no-counterparty attention items; party money by period (paid out, received in, net, what for, by month); Needs attention gets its own full-width section. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
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@@ -59,6 +59,9 @@ pub enum Route {
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Reports(ReportKind),
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Accounts,
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Account(AccountId),
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/// One reconciliation: its statement, balance, and the lines it
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/// cleared.
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Reconciliation(u64),
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/// The fixed asset register.
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Assets,
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/// One fixed asset.
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@@ -83,7 +86,7 @@ impl Route {
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Route::Profit => Section::Profit,
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Route::Transactions | Route::Entry(_) => Section::Transactions,
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Route::Reports(_) => Section::Reports,
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Route::Accounts | Route::Account(_) => Section::Accounts,
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Route::Accounts | Route::Account(_) | Route::Reconciliation(_) => Section::Accounts,
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Route::Assets | Route::Asset(_) => Section::Assets,
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Route::Parties | Route::Party(_) => Section::Parties,
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Route::Documents | Route::Document(_) => Section::Documents,
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