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/pages/company.rs

@@ -147,13 +147,18 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
                     |_| {},
                     |ui| {
                         let kept = b.ledger.settings();
+                        // Where the settings shown come from: a settings
+                        // file only for an older books dir that keeps none
+                        // in its journal and has one (data::settings).
+                        let from_file =
+                            !kept.is_journaled() && crate::data::legacy_toml(&b.data_dir).is_some();
                         // The currency is always known: facts are the rest.
                         if c.profile.iter().all(|(k, _)| k == "base_currency") {
                             ui.label(
-                                RichText::new(if kept.is_journaled() {
-                                    "No company facts set yet: the agent records them as you give them."
-                                } else {
+                                RichText::new(if from_file {
                                     "No company facts in the settings file yet: the agent records them as you give them."
+                                } else {
+                                    "No company facts set yet: the agent records them as you give them."
                                 })
                                 .color(p.muted),
                             );
@@ -177,10 +182,10 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
                             kv(ui, "Time zone", z);
                         }
                         ui.label(
-                            RichText::new(if kept.is_journaled() {
-                                "Kept in the books: the agent changes settings, with who decided and when."
-                            } else {
+                            RichText::new(if from_file {
                                 "Read from the settings file: the agent can move it into the books."
+                            } else {
+                                "Kept in the books: the agent changes settings, with who decided and when."
                             })
                             .font(theme::regular(12.0))
                             .color(p.muted),

crates/ledger-gui/src/pages/documents.rs

@@ -253,6 +253,8 @@ fn detail(ui: &mut Ui, b: &Books, a: &Attachment, shell: &mut Shell<'_>) {
                 RichText::new(&a.file_name).font(theme::bold(20.0)),
                 &a.file_name,
             );
+            ui.add_space(6.0);
+            file_actions(ui, b, a);
             ui.add_space(8.0);
             egui::Grid::new(("docfacts", a.id))
                 .num_columns(2)
@@ -324,6 +326,44 @@ fn detail(ui: &mut Ui, b: &Books, a: &Attachment, shell: &mut Shell<'_>) {
         });
 }
 
+/// "Save a copy" and "Open" (plan 3.6): a copy in the Downloads folder,
+/// never over a file there, opened with the system's app on "Open". The
+/// books are only read. What came of it shows under the buttons.
+fn file_actions(ui: &mut Ui, b: &Books, a: &Attachment) {
+    let p = pal(ui.ctx());
+    let said = ui.id().with(("file-said", a.id));
+    ui.horizontal(|ui| {
+        let save = ui
+            .button(format!("{} Save a copy", icon::FILE_ARROW_UP))
+            .on_hover_text("A copy in your Downloads folder");
+        let open = ui
+            .button(format!("{} Open", icon::ARROW_SQUARE_OUT))
+            .on_hover_text("A copy in your Downloads folder, opened with its app");
+        if save.clicked() || open.clicked() {
+            let result = save_copy(b, a, open.clicked());
+            ui.data_mut(|d| d.insert_temp(said, result));
+        }
+    });
+    if let Some(result) = ui.data(|d| d.get_temp::<Result<String, String>>(said)) {
+        let (text, color) = match result {
+            Ok(path) => (format!("Saved {path}"), p.muted),
+            Err(why) => (format!("Couldn't save a copy: {why}"), p.warning),
+        };
+        ui.add(egui::Label::new(RichText::new(text).size(12.0).color(color)).wrap());
+    }
+}
+
+/// A copy of `a` in the Downloads folder (opened if `open`): its path.
+fn save_copy(b: &Books, a: &Attachment, open: bool) -> Result<String, String> {
+    let bytes = b.attachment_bytes(a)?;
+    let (stem, ext) = crate::export::split_name(&a.file_name);
+    let path = crate::export::save(stem, ext, &bytes)?;
+    if open {
+        crate::export::open(&path);
+    }
+    Ok(path.display().to_string())
+}
+
 /// The icon for a subject's kind.
 pub fn subject_icon(s: Subject) -> &'static str {
     match s {

crates/ledger-gui/src/pages/parties.rs

@@ -1053,6 +1053,9 @@ fn w9_card(ui: &mut Ui, b: &Books, party: &Party) {
                         h,
                     );
                     ui.end_row();
+                    k(ui, "The form");
+                    w9_save(ui, b, party.id);
+                    ui.end_row();
                 }
             });
         },
@@ -1563,6 +1566,34 @@ fn months_card(ui: &mut Ui, b: &Books, id: PartyId, span: (NaiveDate, NaiveDate)
     );
 }
 
+/// "Save the W-9": the signed form from the vault, a copy in the Downloads
+/// folder (D-29: the viewer hands out what the agent can), never over a
+/// file there; what came of it shows beside the button.
+fn w9_save(ui: &mut Ui, b: &Books, party: PartyId) {
+    let p = pal(ui.ctx());
+    let said = ui.id().with(("w9-said", party));
+    ui.vertical(|ui| {
+        if ui
+            .button("Save the W-9")
+            .on_hover_text("A copy of the signed form in your Downloads folder")
+            .clicked()
+        {
+            let result = b.w9_file(party).and_then(|f| {
+                let (stem, ext) = crate::export::split_name(&f.file_name);
+                crate::export::save(stem, ext, &f.bytes).map(|path| path.display().to_string())
+            });
+            ui.data_mut(|d| d.insert_temp(said, result));
+        }
+        if let Some(result) = ui.data(|d| d.get_temp::<Result<String, String>>(said)) {
+            let (text, color) = match result {
+                Ok(path) => (format!("Saved {path}"), p.muted),
+                Err(why) => (why, p.warning),
+            };
+            ui.add(egui::Label::new(RichText::new(text).size(12.0).color(color)).wrap());
+        }
+    });
+}
+
 #[cfg(test)]
 mod tests {
     use super::*;

crates/ledger-gui/src/pages/reports.rs

@@ -2191,7 +2191,6 @@ mod tests {
         crate::demo::build(&dir, today).unwrap();
         let b = crate::data::load_once(&crate::data::Source {
             data_dir: dir.join("books-data"),
-            books_toml: Some(dir.join("wanderbooks.toml")),
             today: Some(today),
         })
         .unwrap();
@@ -2257,7 +2256,6 @@ mod tests {
         crate::demo::build(&dir, today).unwrap();
         let b = crate::data::load_once(&crate::data::Source {
             data_dir: dir.join("books-data"),
-            books_toml: Some(dir.join("wanderbooks.toml")),
             today: Some(today),
         })
         .unwrap();