feat: books.show — the agent puts things on the viewer's screen

books.show asks the viewer to open an entry, an account register, a
report (dates, month/quarter/year columns, prior-period or prior-year
comparison), a document, a search, or a page. The request lives outside
the books (runtime dir, keyed by data dir, written atomically); the
viewer watches it beside the journal and applies books before
navigating. 66 tools.

Site: the dashboard is the hero again; 'Here's what using it looks like'
shows the session beside the viewer, ending in books.show; the cash page
replaces the repeated overview lower down.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
This commit is contained in:
swaitsandClaude Opus 5.5 committed 2026-10-12 19:03:19 -06:00
1 parent 8637c1b05f
commit 475d08b28e
17 files changed
+626 -22

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+102 -5
View File
@@ -99,6 +99,102 @@ impl App {
self.receipts.settle(ctx);
}
/// Go where the agent asked (`books.show`).
pub fn show(&mut self, target: ledger_store::viewer::ViewerTarget) {
use crate::nav::ReportKind;
use ledger_store::viewer::ViewerTarget as T;
let Some(b) = self.books.clone() else {
return;
};
let date = |s: &Option<String>| {
s.as_deref()
.and_then(|d| d.parse::<chrono::NaiveDate>().ok())
};
let route = match target {
T::Page { page } => match page.as_str() {
"overview" => Route::Overview,
"cash" => Route::Cash,
"profit" => Route::Profit,
"transactions" => Route::Transactions,
"reports" => Route::Reports(ReportKind::ProfitAndLoss),
"accounts" => Route::Accounts,
"documents" => Route::Documents,
"company" => Route::Company,
"journal" => Route::Journal,
_ => return,
},
T::Entry { entry_id } => Route::Entry(entry_id),
T::Account { code, start, end } => {
let Some(a) = b.ledger.chart().find_by_code(&code) else {
return;
};
self.state.accounts.range = match (date(&start), date(&end)) {
(None, None) => None,
(s, e) => Some((
s.unwrap_or_else(|| b.kpis.first_entry.unwrap_or(b.today)),
e.unwrap_or(b.today),
)),
};
Route::Account(a.id)
}
T::Report {
report,
start,
end,
columns,
compare,
} => {
use crate::pages::reports::{Columns, Compare};
self.state.reports.columns = match columns.as_deref() {
Some("month") => Columns::Month,
Some("quarter") => Columns::Quarter,
Some("year") => Columns::Year,
_ => Columns::Total,
};
self.state.reports.compare = match compare.as_deref() {
Some("prior_period") => Compare::PriorPeriod,
Some("prior_year") => Compare::PriorYear,
_ => Compare::None,
};
let kind = match report.as_str() {
"profit_and_loss" => ReportKind::ProfitAndLoss,
"balance_sheet" => ReportKind::BalanceSheet,
"cash_flow" => ReportKind::CashFlow,
"members_equity" => ReportKind::MembersEquity,
"trial_balance" => ReportKind::TrialBalance,
"general_ledger" => ReportKind::GeneralLedger,
"tax_summary" => ReportKind::TaxSummary,
"vendor_1099" => ReportKind::Vendor1099,
"ar_aging" => ReportKind::ArAging,
"ap_aging" => ReportKind::ApAging,
_ => return,
};
if let (s, e) = (date(&start), date(&end))
&& (s.is_some() || e.is_some())
{
let (ds, de) = crate::pages::reports::Range::YearToDate.dates(&b);
self.state.reports.range =
crate::pages::reports::Range::Custom(s.unwrap_or(ds), e.unwrap_or(de));
}
Route::Reports(kind)
}
T::Document { attachment_id } => Route::Document(attachment_id),
T::Search { query } => {
let st = &mut self.state.transactions;
st.query = query;
st.filter = Default::default();
st.account = None;
Route::Transactions
}
};
self.nav.go(route);
}
/// Where the app is (tests).
pub fn route(&self) -> &Route {
&self.nav.current
}
/// Page state (tests).
/// Label a fixed-books app "Live", as it reads when following a
/// journal (screenshots of what a running app looks like).
@@ -401,17 +497,18 @@ fn live_status(ui: &mut Ui, b: &Books, since_update: f64, live: bool) {
impl eframe::App for App {
fn ui(&mut self, ui: &mut Ui, _frame: &mut eframe::Frame) {
if let Some(loader) = &self.loader {
match loader.poll() {
Some(Update::Books(b)) => {
let updates = self.loader.as_ref().map(|l| l.poll()).unwrap_or_default();
for u in updates {
match u {
Update::Books(b) => {
if self.books.is_some() {
self.updated_at = ui.input(|i| i.time);
}
self.books = Some(b);
self.error = None;
}
Some(Update::Error(e)) => self.error = Some(e),
None => {}
Update::Error(e) => self.error = Some(e),
Update::Show(target) => self.show(target),
}
}
self.receipts.pump(ui.ctx());
+32 -7
View File
@@ -30,6 +30,8 @@ pub struct Source {
pub enum Update {
Books(Arc<Books>),
Error(String),
/// The agent asked the viewer to show something (`books.show`).
Show(ledger_store::viewer::ViewerTarget),
}
pub struct Loader {
@@ -46,13 +48,10 @@ impl Loader {
Loader { rx }
}
/// The newest update, if any arrived since the last call.
pub fn poll(&self) -> Option<Update> {
let mut last = None;
while let Ok(u) = self.rx.try_recv() {
last = Some(u);
}
last
/// Every update since the last call, in order (books before the
/// navigation that refers to them).
pub fn poll(&self) -> Vec<Update> {
self.rx.try_iter().collect()
}
/// Block until the first update (tests, headless).
@@ -121,6 +120,26 @@ fn run(source: Source, ctx: egui::Context, tx: Sender<Update>) {
let mut last_disk = Some(disk);
send(first);
// Requests to show something: apply new ones, and on start one made in
// the last two minutes (the agent said "open the viewer"); never an
// old one.
let started = chrono::Utc::now();
let mut last_show = 0u64;
let mut check_show = |send: &dyn Fn(Update)| {
if let Some(cmd) = ledger_store::viewer::read(&source.data_dir)
&& cmd.seq != last_show
{
let first_look = last_show == 0;
last_show = cmd.seq;
let recent = chrono::DateTime::parse_from_rfc3339(&cmd.at)
.is_ok_and(|t| started.signed_duration_since(t) < chrono::Duration::minutes(2));
if !first_look || recent {
send(Update::Show(cmd.target));
}
}
};
check_show(&send);
let (ev_tx, ev_rx) = channel();
let mut watcher = notify::recommended_watcher(move |res: notify::Result<notify::Event>| {
if res.is_ok() {
@@ -130,6 +149,11 @@ fn run(source: Source, ctx: egui::Context, tx: Sender<Update>) {
.ok();
if let Some(w) = watcher.as_mut() {
let _ = w.watch(&source.data_dir, RecursiveMode::NonRecursive);
let cmd = ledger_store::viewer::command_path(&source.data_dir);
if let Some(dir) = cmd.parent() {
let _ = std::fs::create_dir_all(dir);
let _ = w.watch(dir, RecursiveMode::NonRecursive);
}
if let Some(t) = &source.books_toml
&& let Some(dir) = t.parent()
{
@@ -174,5 +198,6 @@ fn run(source: Source, ctx: egui::Context, tx: Sender<Update>) {
last_disk = Some(disk);
send(update);
}
check_show(&send);
}
}
+1 -1
View File
@@ -11,7 +11,7 @@ pub mod data;
pub mod demo;
mod fmt;
pub mod nav;
mod pages;
pub mod pages;
mod palette;
mod receipts;
mod theme;
+22
View File
@@ -64,5 +64,27 @@ fn a_change_in_another_process_shows_up_live() {
assert!(b.fresh.contains(&e), "the new entry is highlighted as new");
assert!(b.seq() > first.seq());
eprintln!("live update arrived in {:?}", started.elapsed());
// The agent asks the viewer to show the entry (books.show).
let asked = Instant::now();
ledger_store::viewer::request(
&data,
ledger_store::viewer::ViewerTarget::Entry { entry_id: e },
)
.unwrap();
let deadline = Instant::now() + Duration::from_secs(10);
let mut shown = false;
while Instant::now() < deadline {
if let Some(Update::Show(ledger_store::viewer::ViewerTarget::Entry { entry_id })) =
loader.wait(Duration::from_millis(200))
{
assert_eq!(entry_id, e);
shown = true;
break;
}
}
assert!(shown, "the show request never reached the viewer");
eprintln!("show request arrived in {:?}", asked.elapsed());
let _ = std::fs::remove_file(ledger_store::viewer::command_path(&data));
let _ = std::fs::remove_dir_all(&dir);
}
+73
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@@ -0,0 +1,73 @@
//! books.show requests drive the viewer to the right place.
use egui_kittest::Harness;
use ledger_gui::nav::{ReportKind, Route};
use ledger_gui::{App, Source, data};
use ledger_store::viewer::ViewerTarget;
#[test]
fn show_requests_navigate_the_viewer() {
let today = chrono::NaiveDate::from_ymd_opt(2026, 10, 12).unwrap();
let dir = std::env::temp_dir().join(format!("ledger-gui-show-{}", std::process::id()));
let _ = std::fs::remove_dir_all(&dir);
ledger_gui::demo::build(&dir, today).unwrap();
let source = Source {
data_dir: dir.join("books-data"),
books_toml: Some(dir.join("wanderbooks.toml")),
today: Some(today),
};
let books = data::load_once(&source).unwrap();
let rent = books.ledger.chart().find_by_code("6200").unwrap().id;
let mut h = Harness::builder()
.with_size(egui::vec2(1440.0, 920.0))
.build_eframe(|cc| App::with_books(&cc.egui_ctx, books, true, Route::Overview));
// "Compare this quarter's P&L with the same quarter last year, by month."
h.state_mut().show(ViewerTarget::Report {
report: "profit_and_loss".into(),
start: Some("2026-07-01".into()),
end: Some("2026-09-30".into()),
columns: Some("month".into()),
compare: Some("prior_year".into()),
});
h.run_steps(2);
assert_eq!(
h.state_mut().route(),
&Route::Reports(ReportKind::ProfitAndLoss)
);
let st = &h.state_mut().state_mut().reports;
assert_eq!(
st.range,
ledger_gui::pages::reports::Range::Custom(
chrono::NaiveDate::from_ymd_opt(2026, 7, 1).unwrap(),
chrono::NaiveDate::from_ymd_opt(2026, 9, 30).unwrap()
)
);
assert_eq!(st.columns, ledger_gui::pages::reports::Columns::Month);
// "Show me the rent account for the summer."
h.state_mut().show(ViewerTarget::Account {
code: "6200".into(),
start: Some("2026-06-01".into()),
end: Some("2026-08-31".into()),
});
h.run_steps(2);
assert_eq!(h.state_mut().route(), &Route::Account(rent));
// "Find every Adobe charge."
h.state_mut().show(ViewerTarget::Search {
query: "adobe".into(),
});
h.run_steps(2);
assert_eq!(h.state_mut().route(), &Route::Transactions);
assert_eq!(h.state_mut().state_mut().transactions.query, "adobe");
// Unknown accounts are ignored, not crashes.
h.state_mut().show(ViewerTarget::Account {
code: "9999".into(),
start: None,
end: None,
});
assert_eq!(h.state_mut().route(), &Route::Transactions);
let _ = std::fs::remove_dir_all(&dir);
}