Projects: the snapshot of a project's figures

The project page opens on a snapshot: revenue, direct costs, the
contribution before overhead and its margin of revenue (a segment
margin: revenue less every cost traced to the project, fixed and
variable; B-37 item 7), in the black or red, and for on-spec work the
cost unrecovered if repaid. To date or this fiscal year. By month,
revenue and costs with the net to date in its own strip; costs by
category; the list colors each net by its sign. books.project carries
the same figures, and a parity test runs the viewer and the MCP on the
same books to the cent. Tests honor TMPDIR.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj

crates/ledger-cli/Cargo.toml

@@ -27,6 +27,7 @@ base64 = "0.22"
 chrono = "0.4"
 libc = "0.2"
 reqwest = "0.13"
+rust_decimal = "1"
 rmcp = { version = "3", features = ["client", "transport-streamable-http-client-reqwest"] }
 tokio = { version = "1", features = ["macros", "rt-multi-thread", "time"] }
 ledger-core = { path = "../ledger-core" }

crates/ledger-cli/tests/local_server.rs

@@ -569,10 +569,17 @@ fn the_admin_socket_refuses_bad_requests_plainly() {
     assert!(server.close().success());
 }
 
-/// Send `line` to the admin socket as is; the answer's text.
+/// Send `line` to the admin socket as is; the answer's text. Connects
+/// through `SocketPath`, as the server binds: under a long TMPDIR the
+/// socket's path is longer than a socket address holds (SUN_LEN).
 fn raw_admin(sock: &Path, line: &str) -> String {
     use std::io::{Read, Write};
-    let mut s = std::os::unix::net::UnixStream::connect(sock).unwrap();
+    let short = ledger_store::root::SocketPath::new(
+        sock.parent().unwrap(),
+        sock.file_name().unwrap().to_str().unwrap(),
+    )
+    .unwrap();
+    let mut s = std::os::unix::net::UnixStream::connect(short.path()).unwrap();
     s.write_all(line.as_bytes()).unwrap();
     s.shutdown(std::net::Shutdown::Write).unwrap();
     let mut out = String::new();

crates/ledger-cli/tests/projects_parity.rs

@@ -0,0 +1,259 @@
+//! A project's snapshot (rules.md B-37 item 7) in the viewer and from the
+//! books server, on the same books: `books.project`'s strings are the
+//! figures the viewer's page draws (its `PageFigures` and `Snap`), to the
+//! cent, to date, by account, by month with the running net, and for the
+//! fiscal year. Both read ledger-core's `project_figures`; this checks
+//! that neither side rearranges them.
+#![cfg(feature = "gui")]
+
+use chrono::NaiveDate;
+use ledger_core::{AccountType, Currency, Money, ProjectFacts, ProjectKind, Side};
+use ledger_gui::pages::projects::{Snap, page_figures};
+use ledger_gui::{Source, data};
+use rust_decimal::Decimal;
+use serde_json::{Value, json};
+use std::io::{BufRead, BufReader, Write};
+use std::process::{Command, Stdio};
+
+fn d(y: i32, m: u32, day: u32) -> NaiveDate {
+    NaiveDate::from_ymd_opt(y, m, day).unwrap()
+}
+
+fn usd(c: i64) -> Money {
+    Money::new(Decimal::new(c, 2), Currency::USD)
+}
+
+/// A decimal as the tools print an amount: two places.
+fn s(v: Decimal) -> String {
+    format!("{v:.2}")
+}
+
+/// The books server over stdio (`wanderbooks dev-stdio`), one request at
+/// a time.
+struct Server {
+    child: std::process::Child,
+    stdin: std::process::ChildStdin,
+    stdout: BufReader<std::process::ChildStdout>,
+    id: u64,
+}
+
+impl Server {
+    fn start(data: &std::path::Path) -> Self {
+        let mut child = Command::new(env!("CARGO_BIN_EXE_wanderbooks"))
+            .arg("dev-stdio")
+            .arg("--data-dir")
+            .arg(data)
+            .stdin(Stdio::piped())
+            .stdout(Stdio::piped())
+            .stderr(Stdio::null())
+            .spawn()
+            .expect("spawn wanderbooks dev-stdio");
+        let stdin = child.stdin.take().unwrap();
+        let stdout = BufReader::new(child.stdout.take().unwrap());
+        let mut s = Server {
+            child,
+            stdin,
+            stdout,
+            id: 0,
+        };
+        s.ask(
+            "initialize",
+            json!({"protocolVersion": "2025-06-18", "capabilities": {},
+                   "clientInfo": {"name": "projects-parity", "version": "0"}}),
+        );
+        writeln!(
+            s.stdin,
+            "{}",
+            json!({"jsonrpc": "2.0", "method": "notifications/initialized"})
+        )
+        .unwrap();
+        s
+    }
+
+    fn ask(&mut self, method: &str, params: Value) -> Value {
+        self.id += 1;
+        let msg = json!({"jsonrpc": "2.0", "id": self.id, "method": method, "params": params});
+        writeln!(self.stdin, "{msg}").unwrap();
+        self.stdin.flush().unwrap();
+        let mut line = String::new();
+        self.stdout.read_line(&mut line).expect("a response");
+        let resp: Value = serde_json::from_str(&line).expect("JSON");
+        assert_eq!(resp["id"], self.id, "{resp}");
+        resp
+    }
+
+    /// A tool's structured result.
+    fn tool(&mut self, name: &str, args: Value) -> Value {
+        let r = self.ask("tools/call", json!({"name": name, "arguments": args}));
+        let out = &r["result"];
+        assert_ne!(out["isError"], true, "{name}: {r}");
+        out["structuredContent"].clone()
+    }
+}
+
+impl Drop for Server {
+    fn drop(&mut self) {
+        let _ = self.child.kill();
+        let _ = self.child.wait();
+    }
+}
+
+#[test]
+fn a_projects_snapshot_is_the_same_in_the_viewer_and_from_the_server() {
+    let dir = tempfile::Builder::new()
+        .prefix("wb-projects-parity-")
+        .tempdir()
+        .unwrap();
+    let data = dir.path().join("books-data");
+    std::fs::write(
+        dir.path().join("wanderbooks.toml"),
+        "[company]\nname = \"Fernhill Labs\"\nfiscal_year_start = \"01-01\"\n\
+         [books]\nreceipt_threshold = \"1000000.00\"\ncash_accounts = [\"1000\"]\n",
+    )
+    .unwrap();
+    let today = d(2026, 10, 15);
+    let id = {
+        let mut st = ledger_store::Store::create(&data, Currency::USD).unwrap();
+        for (code, name, ty) in [
+            ("1000", "Cash", AccountType::Asset),
+            ("4000", "Design Services", AccountType::Revenue),
+            ("6000", "Contractors", AccountType::Expense),
+            ("6100", "Software", AccountType::Expense),
+            ("6200", "Rent", AccountType::Expense),
+        ] {
+            st.add_account(code, name, ty, None, false).unwrap();
+        }
+        let id = st
+            .add_project(
+                "Kestrel",
+                &ProjectFacts {
+                    kind: Some(ProjectKind::OnSpec),
+                    started_on: Some(d(2025, 11, 1)),
+                    ..Default::default()
+                },
+            )
+            .unwrap();
+        let code =
+            |st: &ledger_store::Store, c: &str| st.ledger().chart().find_by_code(c).unwrap().id;
+        let mut posted = Vec::new();
+        // (date, debit, credit, cents, tagged): last year's sale, this
+        // year's costs (one reversed), a refund, and rent (overhead).
+        for (date, dr, cr, c, tagged) in [
+            (d(2025, 11, 3), "1000", "4000", 100_000, true),
+            (d(2026, 2, 9), "6000", "1000", 40_000, true),
+            (d(2026, 3, 9), "6100", "1000", 12_345, true),
+            (d(2026, 5, 1), "4000", "1000", 10_000, true),
+            (d(2026, 6, 30), "6200", "1000", 150_000, false),
+            (d(2026, 8, 4), "6000", "1000", 22_222, true),
+        ] {
+            let e = st.create_entry(date, "Line").unwrap();
+            let (a, b) = (code(&st, dr), code(&st, cr));
+            st.add_line(e, a, Side::Debit, usd(c)).unwrap();
+            st.add_line(e, b, Side::Credit, usd(c)).unwrap();
+            if tagged {
+                st.set_line_class(e, if dr == "1000" { 1 } else { 0 }, Some(id))
+                    .unwrap();
+            }
+            st.post_entry(e).unwrap();
+            posted.push(e);
+        }
+        // The software, reversed in September.
+        st.reverse_entry(posted[2], d(2026, 9, 2), "Reverse software")
+            .unwrap();
+        id
+    };
+    let b = data::load_once(&Source {
+        data_dir: data.clone(),
+        today: Some(today),
+    })
+    .unwrap();
+    let mut server = Server::start(&data);
+
+    // To date, and by month over the viewer's chart span.
+    let page = page_figures(&b, id, Some(d(2025, 11, 1)), false);
+    let t = page.to_date.as_ref().unwrap();
+    let snap = Snap::to_date(t);
+    let ((start, end), months) = page.months.as_ref().unwrap();
+    assert_eq!((*start, *end), (d(2025, 11, 1), today));
+    let p = server.tool(
+        "books.project",
+        json!({"project": "Kestrel", "start": start.to_string(), "end": end.to_string()}),
+    );
+    let to = &p["to_date"];
+    assert_eq!(to["revenue"], s(snap.revenue));
+    assert_eq!(to["expenses"], s(snap.expenses));
+    assert_eq!(to["net"], s(snap.contribution));
+    assert_eq!(
+        to["margin_pct"],
+        snap.margin_pct
+            .map_or(Value::Null, |m| json!(m.to_string()))
+    );
+    assert_eq!(
+        to["unrecovered_cost"],
+        t.unrecovered_cost.map_or(Value::Null, |u| json!(s(u)))
+    );
+    // The figures themselves, so a slip on both sides can't pass: $900
+    // earned net of the refund, $622.22 of contractors (the software
+    // reversed), $277.78, 30.9% of revenue.
+    assert_eq!(
+        (to["net"].as_str(), to["margin_pct"].as_str()),
+        (Some("277.78"), Some("30.9"))
+    );
+    let accounts: Vec<(String, String, String)> = t
+        .revenue_by_account
+        .iter()
+        .map(|l| (l.code.clone(), "revenue".to_string(), s(l.amount)))
+        .chain(
+            t.expenses_by_account
+                .iter()
+                .map(|l| (l.code.clone(), "expense".to_string(), s(l.amount))),
+        )
+        .collect();
+    let served: Vec<(String, String, String)> = to["by_account"]
+        .as_array()
+        .unwrap()
+        .iter()
+        .map(|a| {
+            (
+                a["code"].as_str().unwrap().to_string(),
+                a["type"].as_str().unwrap().to_string(),
+                a["amount"].as_str().unwrap().to_string(),
+            )
+        })
+        .collect();
+    assert_eq!(served, accounts);
+    let by_month = p["period"]["by_month"].as_array().unwrap();
+    assert_eq!(by_month.len(), months.months.len());
+    for ((m, ours), net) in by_month
+        .iter()
+        .zip(&months.months)
+        .zip(&months.months_net_to_date)
+    {
+        assert_eq!(m["month"], ours.start.format("%Y-%m").to_string());
+        assert_eq!(m["revenue"], s(ours.revenue), "{m}");
+        assert_eq!(m["expenses"], s(ours.expenses), "{m}");
+        assert_eq!(m["net_to_date"], s(*net), "{m}");
+    }
+    assert_eq!(by_month.last().unwrap()["net_to_date"], to["net"]);
+
+    // This fiscal year, the snapshot's other view: books.project's
+    // default period.
+    let page = page_figures(&b, id, Some(d(2025, 11, 1)), true);
+    let y = page.year.as_ref().unwrap();
+    let fy = Snap::period(y);
+    let (fs, fe) = b.periods().statement(None, None).unwrap();
+    let p = server.tool(
+        "books.project",
+        json!({"project": "Kestrel", "start": fs.to_string(), "end": fe.to_string()}),
+    );
+    let period = &p["period"];
+    assert_eq!(period["start"], fs.to_string());
+    assert_eq!(period["revenue"], s(fy.revenue));
+    assert_eq!(period["expenses"], s(fy.expenses));
+    assert_eq!(period["net"], s(fy.contribution));
+    assert_eq!(
+        period["margin_pct"],
+        fy.margin_pct.map_or(Value::Null, |m| json!(m.to_string()))
+    );
+    assert_eq!(period["net"], "-722.22", "a refund and costs, no sale");
+}