P3: rename accounts, one set of period defaults, tax categories warn or refuse (defects 15, 16, 8)

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books.rename_account; account names trimmed, bounded, refused when a
sibling's or TIN-shaped; books.show refuses what its target ignores. A
report asked for without dates covers this fiscal year so far, everywhere
(one rule for tools, descriptions and the viewer; the IIF and CPA package
keep their own dates). policy.require_tax_category warns or refuses; a
Form 4797 gain is shown apart on every return.

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

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swaitsandClaude Opus 5.5 committed 2026-10-21 10:41:24 -06:00

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commit 9ab003d0d1

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+8063 -570

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crates/ledger-mcp/src/server.rs

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