P2 slice 6: the viewer

`wanderbooks gui [BOOK]` finds the data root, reads settings from the
journal, the vault of the book, presence through ops/, Save a copy /
Open on every document, Save the W-9, the Export menu, and colour
schemes. One builder for the CPA package and the 1099 worksheet
(ledger-package), shared by the server and the viewer.

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

crates/ledger-gui/src/menu.rs

@@ -0,0 +1,214 @@
+//! The viewer's menu (plan P2 "Viewer menu", D-29): the files the books
+//! make for the human, made by the viewer itself into the Downloads
+//! folder, with their full TINs from the vault. Nothing here writes the
+//! books.
+//!
+//! ```text
+//! GOAL: the owner gets the CPA package and the 1099 worksheet from the
+//!       viewer, the same files the agent would hand over.
+//! SOURCE: plan P2 ("Export for CPA" (done by the viewer, into
+//!         Downloads)); D-29 ("The viewer's menu makes the same files into
+//!         Downloads"); ledger_package (the one builder).
+//! INVARIANTS:
+//!   1. Each is built from a fresh read-only snapshot of the books (its
+//!      chain checked when it loads) by ledger_package, the builder the
+//!      server uses: the same files, the same figures.
+//!   2. The TINs come from the vault, read-only; a locked vault or a
+//!      missing TIN never stops the file: the package lists the gaps.
+//!   3. The file is saved as a new file in Downloads (export::save), never
+//!      over one, off the UI thread; what came of it is shown.
+//! ```
+
+use crate::books::Books;
+use chrono::Datelike;
+use egui::{RichText, Ui, vec2};
+use egui_phosphor::regular as icon;
+use std::path::PathBuf;
+use std::sync::Arc;
+use std::sync::mpsc::{Receiver, channel};
+
+/// What a menu job came to: the file saved, and anything to say about it.
+pub type Done = Result<(PathBuf, Option<String>), String>;
+
+/// The menu's state: the job under way, and the last one's outcome.
+#[derive(Default)]
+pub struct Menu {
+    job: Option<(String, Receiver<Done>)>,
+    done: Option<(String, Done)>,
+}
+
+impl Menu {
+    /// The menu button, its items, and a note of the last job's outcome.
+    pub fn ui(&mut self, ui: &mut Ui, books: &Arc<Books>, compact: bool) {
+        let p = crate::theme::pal(ui.ctx());
+        if let Some((what, rx)) = &self.job
+            && let Ok(done) = rx.try_recv()
+        {
+            self.done = Some((what.clone(), done));
+            self.job = None;
+        }
+        let text = if compact {
+            RichText::new(icon::ARCHIVE).size(16.0).color(p.muted)
+        } else {
+            RichText::new(format!("{} Export", icon::ARCHIVE))
+                .font(crate::theme::regular(12.5))
+                .color(p.muted)
+        };
+        let mut button = egui::Button::new(text).frame(false);
+        if compact {
+            button = button.min_size(vec2(32.0, 32.0));
+        }
+        let busy = self.job.is_some();
+        let year = books.today.year();
+        let mut start: Option<Job> = None;
+        let response = ui
+            .add_enabled_ui(!busy, |ui| {
+                egui::containers::menu::MenuButton::from_button(button).ui(ui, |ui| {
+                    ui.set_min_width(240.0);
+                    if ui
+                        .button(format!("{} Export for CPA", icon::PACKAGE))
+                        .on_hover_text(
+                            "The CPA package as of today, full TINs included, into your Downloads folder",
+                        )
+                        .clicked()
+                    {
+                        start = Some(Job::Package);
+                    }
+                    ui.separator();
+                    for y in [year - 1, year] {
+                        if ui
+                            .button(format!("{} 1099 worksheet, {y}", icon::FILE_TEXT))
+                            .on_hover_text(
+                                "The year's 1099 worksheet as a CSV, full TINs included, into your Downloads folder",
+                            )
+                            .clicked()
+                        {
+                            start = Some(Job::Worksheet(y));
+                        }
+                    }
+                })
+            })
+            .inner;
+        if let Some(job) = start {
+            self.start(ui.ctx(), books.clone(), job);
+        }
+        let said = if self.job.is_some() {
+            Some(("Making the file…".to_string(), p.muted))
+        } else {
+            self.done.as_ref().map(|(what, done)| match done {
+                Ok((path, None)) => (format!("{what}: saved {}", path.display()), p.muted),
+                Ok((path, Some(note))) => (
+                    format!("{what}: saved {}. {note}", path.display()),
+                    p.warning,
+                ),
+                Err(why) => (format!("{what} couldn't be made: {why}"), p.warning),
+            })
+        };
+        // Beside the button; in the narrow rail, on hovering it.
+        match said {
+            Some((text, _)) if compact => {
+                response.0.on_hover_text(text);
+            }
+            Some((text, color)) => {
+                ui.add(egui::Label::new(RichText::new(text).size(12.0).color(color)).wrap());
+            }
+            None => {}
+        }
+    }
+
+    fn start(&mut self, ctx: &egui::Context, books: Arc<Books>, job: Job) {
+        let (tx, rx) = channel();
+        let what = job.label();
+        let ctx = ctx.clone();
+        std::thread::spawn(move || {
+            let _ = tx.send(job.run(&books));
+            ctx.request_repaint();
+        });
+        self.job = Some((what, rx));
+        self.done = None;
+    }
+}
+
+/// A file the menu makes.
+#[derive(Clone, Copy, Debug, PartialEq, Eq)]
+pub enum Job {
+    /// The CPA package as of the books' today.
+    Package,
+    /// The 1099 worksheet for a calendar year.
+    Worksheet(i32),
+}
+
+impl Job {
+    fn label(self) -> String {
+        match self {
+            Job::Package => "The CPA package".to_string(),
+            Job::Worksheet(y) => format!("The {y} 1099 worksheet"),
+        }
+    }
+
+    /// Make the file and save it (INVARIANTS 1-3).
+    pub fn run(self, books: &Books) -> Done {
+        let snap = ledger_store::Snapshot::load(&books.data_dir).map_err(|e| e.to_string())?;
+        let ledger = snap.ledger();
+        // The settings the rest of the viewer shows, read as the server
+        // reads them (data::settings: an older books dir that keeps none
+        // in its journal reads its settings file).
+        let st = &crate::data::settings_of(&books.data_dir, &snap)?;
+        let settings = ledger_package::Settings {
+            company: &st.company,
+            cash_accounts: &st.cash_accounts,
+            financing_accounts: &st.financing_accounts,
+            investing_accounts: &st.investing_accounts,
+        };
+        let vault = books.open_vault();
+        let tin = |id| ledger_package::vault_tin(ledger, &vault, id);
+        match self {
+            Job::Package => {
+                let p = ledger_package::build_package(
+                    &snap,
+                    &settings,
+                    &ledger_package::PackageRequest {
+                        as_of: books.today,
+                        prepared_on: books.today,
+                        cash_accounts: &[],
+                        financing_accounts: &[],
+                        investing_accounts: &[],
+                        include_receipts: true,
+                        tins: Some(&tin),
+                    },
+                )?;
+                let (stem, ext) = crate::export::split_name(&p.file_name);
+                let path = crate::export::save(stem, ext, &p.zip)?;
+                let note = (!p.tin_gaps.is_empty()).then(|| {
+                    format!(
+                        "{} TIN(s) aren't in it (the README says which): ask your agent to collect them.",
+                        p.tin_gaps.len()
+                    )
+                });
+                Ok((path, note))
+            }
+            Job::Worksheet(year) => {
+                let w = ledger_package::vendor_1099_worksheet(
+                    ledger,
+                    &settings,
+                    year,
+                    None,
+                    Some(&tin),
+                )?;
+                let csv = ledger_package::vendor_1099_csv(&w, true);
+                let name = ledger_package::vendor_1099_csv_name(year, true);
+                let (stem, ext) = crate::export::split_name(&name);
+                let path = crate::export::save(stem, ext, csv.as_bytes())?;
+                let gaps = w
+                    .lines
+                    .iter()
+                    .filter(|l| l.reportable && l.tin.is_none())
+                    .count();
+                let note = (gaps > 0).then(|| {
+                    format!("{gaps} reportable payee(s) have no TIN in it: ask your agent to collect them.")
+                });
+                Ok((path, note))
+            }
+        }
+    }
+}