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
This commit is contained in:
1 parent
a299077991
commit
08ce558ed3
41 files changed
+8463
-465
No files matched your search
@@ -180,6 +180,32 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
|
||||
);
|
||||
}
|
||||
});
|
||||
let mut subjects = vec![ledger_store::Subject::Company];
|
||||
subjects.extend(
|
||||
b.ledger
|
||||
.list_periods()
|
||||
.iter()
|
||||
.map(|x| ledger_store::Subject::Period(x.id)),
|
||||
);
|
||||
subjects.extend(
|
||||
b.ledger
|
||||
.schedules()
|
||||
.map(|x| ledger_store::Subject::Schedule(x.id)),
|
||||
);
|
||||
let mut go = None;
|
||||
super::documents::documents_card_with(
|
||||
ui,
|
||||
b,
|
||||
"Company documents",
|
||||
&subjects,
|
||||
&[ledger_store::Subject::Company],
|
||||
"No documents linked to the company, its periods, or its schedules yet (formation papers, the operating agreement, tax filings).",
|
||||
&mut go,
|
||||
);
|
||||
ui.add_space(16.0);
|
||||
if let Some(r) = go {
|
||||
shell.go(r);
|
||||
}
|
||||
assets(ui, b, shell);
|
||||
schedules(ui, b);
|
||||
recurring(ui, b);
|
||||
|
||||
Reference in new issue
Block a user