swaits/wanderbooks
1
0 Fork 0
Code Issues Pull Requests Actions 1 Packages Projects Releases Wiki Activity

P2 slice 6: the viewer

Browse Source 
`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
This commit is contained in:
swaitsandClaude Opus 5.5 committed 2026-10-20 11:14:21 -06:00
1 parent b26c099a68
commit 5bc0633cdd
77 files changed
+5833 -2427
Download Patch File Download Diff File Expand all files Collapse all files

No files matched your search

crates/ledger-gui/tests/parties.rs
+42 -42
View File
@@ -18,7 +18,7 @@ use ledger_gui::pages::parties::{
};
use ledger_gui::{App, Source, attention, data, palette};
use ledger_store::Store;
use ledger_store::viewer::ViewerTarget;
use ledger_store::ops::ViewerTarget;
use rust_decimal::Decimal;
use std::path::{Path, PathBuf};
use std::sync::atomic::{AtomicUsize, Ordering};
@@ -65,7 +65,6 @@ fn today() -> NaiveDate {
fn load(dir: &Path) -> Books {
data::load_once(&Source {
data_dir: dir.join("books-data"),
books_toml: None,
today: Some(today()),
})
.unwrap()
@@ -892,22 +891,25 @@ fn counterparty_books(
.unwrap();
let unnamed = post(&mut s, d(2026, 5, 1), "Mystery payment", labor, cash);
if let Some(p) = policy {
std::fs::write(
dir.0.join("wanderbooks.toml"),
format!("[books]\nparties = \"{p}\"\n"),
)
.unwrap();
journal_settings(&mut s, &format!("[books]\nparties = \"{p}\"\n"));
}
(dir, s, tagged, transfer, unnamed)
}
fn load_with_toml(dir: &Path) -> Books {
data::load_once(&Source {
data_dir: dir.join("books-data"),
books_toml: Some(dir.join("wanderbooks.toml")),
today: Some(today()),
})
.unwrap()
/// The settings `toml` says, journaled into `s` as the server adopts a
/// settings file: the viewer reads settings only from the journal.
fn journal_settings(s: &mut Store, toml: &str) {
let import = ledger_config::codec::import(toml, None, s.ledger().settings(), "USD").unwrap();
s.adopt_settings(
&import.changes,
&ledger_core::settings::Source {
decided_by: "the test".into(),
decided_on: today(),
citation: None,
note: None,
},
)
.unwrap();
}
#[test]
@@ -920,7 +922,7 @@ fn entries_without_a_counterparty_need_attention_unless_off() {
};
// Unset is suggest: one note naming just the unmarked entry.
let (dir, mut s, _, transfer, unnamed) = counterparty_books("np-suggest", None);
let b = load_with_toml(&dir.0);
let b = load(&dir.0);
let a = item(&b).expect("an item");
assert_eq!(a.title, "1 entry names no counterparty");
assert_eq!(a.severity, Severity::Info);
@@ -961,17 +963,14 @@ fn entries_without_a_counterparty_need_attention_unless_off() {
// Tagging the last one clears it.
let p = s.add_party("Mystery Co", &[Role::Contractor]).unwrap();
s.set_entry_party(unnamed, Some(p)).unwrap();
assert!(item(&load_with_toml(&dir.0)).is_none());
assert!(item(&load(&dir.0)).is_none());
// Require: a to-do.
let (dir, _s, ..) = counterparty_books("np-require", Some("require"));
assert_eq!(
item(&load_with_toml(&dir.0)).unwrap().severity,
Severity::Todo
);
assert_eq!(item(&load(&dir.0)).unwrap().severity, Severity::Todo);
// Off: never mentioned.
let (dir, _s, ..) = counterparty_books("np-off", Some("off"));
assert!(item(&load_with_toml(&dir.0)).is_none());
assert!(item(&load(&dir.0)).is_none());
}
// ------------------------------------------------------- party shares and the capital statement
@@ -1108,7 +1107,8 @@ fn member_books(tag: &str) -> MemberBooks {
]),
)
.unwrap();
write_member_toml(&dir.0, "cash_accounts = [\"1000\"]\n");
drop(s);
member_settings(&dir.0, "cash_accounts = [\"1000\"]\n");
MemberBooks {
dir,
tobin,
@@ -1119,17 +1119,17 @@ fn member_books(tag: &str) -> MemberBooks {
}
}
/// The fixture's wanderbooks.toml, with `books` as its `[books]` table.
fn write_member_toml(dir: &Path, books: &str) {
std::fs::write(
dir.join("wanderbooks.toml"),
format!(
/// The fixture's settings, `books` as their `[books]` table, journaled
/// into its books.
fn member_settings(dir: &Path, books: &str) {
journal_settings(
&mut Store::open(&dir.join("books-data")).unwrap(),
&format!(
"[books]\n{books}[company]\nname = \"Fernhill Labs LLC\"\n\
[[company.members]]\nname = \"Tobin Harlow\"\nshare = \"50%\"\ncapital_account = \"3000\"\n\
[[company.members]]\nname = \"Morgan Ellis\"\nshare = \"50%\"\ncapital_account = \"3001\"\n"
),
)
.unwrap();
);
}
/// Post one entry to the fixture's books after the fact.
@@ -1147,7 +1147,7 @@ fn post_more(m: &MemberBooks, date: NaiveDate, lines: &[(&str, Side, i64)]) -> E
#[test]
fn entries_list_every_party_with_its_resolved_share() {
let m = member_books("shares-entries");
let b = load_with_toml(&m.dir.0);
let b = load(&m.dir.0);
let e = b.entry(m.reimburse).unwrap();
assert_eq!(e.party_id, None, "two parties: no sole party");
assert_eq!(
@@ -1181,7 +1181,7 @@ fn entries_list_every_party_with_its_resolved_share() {
#[test]
fn a_members_money_is_their_share() {
let m = member_books("shares-flow");
let b = load_with_toml(&m.dir.0);
let b = load(&m.dir.0);
let span = (d(2026, 1, 1), today());
for who in [m.tobin, m.mo] {
let f = b.party_flow(who, span, true);
@@ -1199,7 +1199,7 @@ fn a_members_money_is_their_share() {
#[test]
fn a_members_page_is_their_capital_statement() {
let m = member_books("capital");
let b = load_with_toml(&m.dir.0);
let b = load(&m.dir.0);
let st = b
.capital_statement(m.tobin, (d(2026, 1, 1), today()))
.expect("a member");
@@ -1249,7 +1249,7 @@ fn a_members_page_is_their_capital_statement() {
let mut s = Store::open(&m.dir.0.join("books-data")).unwrap();
let other = s.add_party("Riley Chen", &[Role::Contractor]).unwrap();
drop(s);
let b = load_with_toml(&m.dir.0);
let b = load(&m.dir.0);
assert!(
b.capital_statement(other, (d(2026, 1, 1), today()))
.is_none()
@@ -1280,8 +1280,8 @@ fn the_capital_statement_is_the_k1_worksheet_row() {
],
);
for (books, fallback) in [("cash_accounts = [\"1000\"]\n", false), ("", true)] {
write_member_toml(&m.dir.0, books);
let b = load_with_toml(&m.dir.0);
member_settings(&m.dir.0, books);
let b = load(&m.dir.0);
let chart = b.ledger.chart();
let id = |c: &str| chart.find_by_code(c).unwrap().id;
let members =
@@ -1368,7 +1368,7 @@ fn the_capital_statement_counts_income_not_yet_closed() {
("4000", Side::Credit, 10_000),
],
);
let b = load_with_toml(&m.dir.0);
let b = load(&m.dir.0);
let st = b
.capital_statement(m.tobin, (d(2026, 1, 1), today()))
.unwrap();
@@ -1425,18 +1425,18 @@ fn owed_to_members_reads_the_financing_accounts_first() {
&[("6050", Side::Debit, 4_000), ("2200", Side::Credit, 4_000)],
);
let span = (d(2026, 1, 1), today());
write_member_toml(
member_settings(
&m.dir.0,
"cash_accounts = [\"1000\"]\nfinancing_accounts = [\"2200\"]\n",
);
let b = load_with_toml(&m.dir.0);
let b = load(&m.dir.0);
let st = b.capital_statement(m.mo, span).unwrap();
assert_eq!(
(st.due_to_members, st.owed_to_member),
(cents(4_000), cents(2_000))
);
write_member_toml(&m.dir.0, "cash_accounts = [\"1000\"]\n");
let b = load_with_toml(&m.dir.0);
member_settings(&m.dir.0, "cash_accounts = [\"1000\"]\n");
let b = load(&m.dir.0);
let st = b.capital_statement(m.mo, span).unwrap();
assert_eq!(
(st.due_to_members, st.owed_to_member),
@@ -1452,8 +1452,8 @@ fn owed_to_members_reads_the_financing_accounts_first() {
#[test]
fn without_cash_accounts_the_capital_statement_reads_money_as_core_does() {
let m = member_books("capital-no-cash");
write_member_toml(&m.dir.0, "");
let b = load_with_toml(&m.dir.0);
member_settings(&m.dir.0, "");
let b = load(&m.dir.0);
let id = |c: &str| b.ledger.chart().find_by_code(c).unwrap().id;
assert_eq!(b.money_cash_accounts, vec![id("1000"), id("1500")]);
assert!(