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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
69 files changed
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crates/ledger-store/tests/fixtures/old-books/p3_rename/chart.json
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[
{
"account_type": "Asset",
"code": "1000",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 1,
"name": "Bank",
"parent": null,
"placeholder": false,
"tax_category": null
},
{
"account_type": "Equity",
"code": "3000",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 2,
"name": "Capital",
"parent": null,
"placeholder": false,
"tax_category": null
},
{
"account_type": "Expense",
"code": "6000",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 3,
"name": "Operating expenses",
"parent": null,
"placeholder": true,
"tax_category": null
},
{
"account_type": "Expense",
"code": "6150",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 4,
"name": "Software",
"parent": 3,
"placeholder": false,
"tax_category": "other_deductions"
},
{
"account_type": "Expense",
"code": "6160",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 5,
"name": "Hosting",
"parent": 3,
"placeholder": false,
"tax_category": null
},
{
"account_type": "Revenue",
"code": "4000",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 6,
"name": "Sales",
"parent": null,
"placeholder": false,
"tax_category": "gross_receipts"
},
{
"account_type": "Expense",
"code": "6170",
"currency": [
85,
83,
68
],
"deductible_percent": null,
"id": 7,
"name": "Domains",
"parent": 3,
"placeholder": false,
"tax_category": "other_deductions"
}
]
crates/ledger-store/tests/fixtures/old-books/p3_rename/expected.json
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{
"assets": [],
"bills": [],
"entries": [
{
"date": "2026-01-05",
"description": "fixture",
"id": 1,
"lines": [
{
"account": 1,
"amount": {
"amount": "5000.00",
"currency": [
85,
83,
68
]
},
"side": "Debit"
},
{
"account": 2,
"amount": {
"amount": "5000.00",
"currency": [
85,
83,
68
]
},
"side": "Credit"
}
],
"reversal_of": null,
"status": "Posted"
},
{
"date": "2026-02-03",
"description": "fixture",
"id": 2,
"lines": [
{
"account": 4,
"amount": {
"amount": "49.99",
"currency": [
85,
83,
68
]
},
"side": "Debit"
},
{
"account": 1,
"amount": {
"amount": "49.99",
"currency": [
85,
83,
68
]
},
"side": "Credit"
}
],
"reversal_of": null,
"status": "Posted"
},
{
"date": "2026-03-09",
"description": "fixture",
"id": 3,
"lines": [
{
"account": 4,
"amount": {
"amount": "49.99",
"currency": [
85,
83,
68
]
},
"side": "Debit"
},
{
"account": 1,
"amount": {
"amount": "49.99",
"currency": [
85,
83,
68
]
},
"side": "Credit"
}
],
"reversal_of": null,
"status": "Posted"
}
],
"entry_parties": [],
"invoices": [],
"payroll_runs": [],
"periods": [],
"recurring": [],
"schedules": [],
"snapshot": {
"Ok": {
"balance_sheet": {
"assets": "4900.02",
"balanced": true,
"current_earnings": "-99.98",
"equity": "4900.02",
"liabilities": "0"
},
"profit_and_loss": {
"expenses": "99.98",
"net_income": "-99.98",
"revenue": "0"
},
"trial_balance": {
"lines": [
{
"code": "1000",
"credit": "0",
"debit": "4900.02",
"name": "Bank"
},
{
"code": "3000",
"credit": "5000",
"debit": "0",
"name": "Capital"
},
{
"code": "6150",
"credit": "0",
"debit": "99.98",
"name": "Software"
}
],
"total_credits": "5000",
"total_debits": "5000"
}
}
},
"verify": {
"Ok": null
}
}
crates/ledger-store/tests/fixtures/old-books/p3_rename/journal.jsonl
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{"payload":{"base_currency":"USD"},"prev":"0000000000000000000000000000000000000000000000000000000000000000","seq":1,"ts":"2026-10-21T02:31:59Z","type":"store.created"}
{"payload":{"account_type":"Asset","code":"1000","currency":"USD","id":1,"name":"Bank","parent":null,"placeholder":false},"prev":"b94228016ddcf3ce47c1682e75a6d7e78b63aa5894a2503701d990d55f7b99e1","seq":2,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_type":"Equity","code":"3000","currency":"USD","id":2,"name":"Capital","parent":null,"placeholder":false},"prev":"41e78ca2067b2531e40aa27b89632ed1d29ea2f4c47ab05f4ea0fe7ed448358a","seq":3,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_type":"Expense","code":"6000","currency":"USD","id":3,"name":"Operating","parent":null,"placeholder":true},"prev":"7144fbc2d1ddca0f84b1b40c4be7c2ed20dfd3eaa5e85d82d21ee8e76f03d568","seq":4,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_type":"Expense","code":"6150","currency":"USD","id":4,"name":"Software","parent":3,"placeholder":false},"prev":"e35fee15325262d429dea1bb6dd0c2f462ac3fc476714d2a93cd328c506f0dca","seq":5,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_type":"Expense","code":"6160","currency":"USD","id":5,"name":"Hosting","parent":3,"placeholder":false},"prev":"48dbed424f0aa33a85bb9b9b1b9c2904e7c2f853c6d261bd14624b178cdf14f3","seq":6,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_type":"Revenue","code":"4000","currency":"USD","id":6,"name":"Sales","parent":null,"placeholder":false},"prev":"3565bf2bd6033efa6addb4bc757e21612b154ba5aac19a675977238d713f522f","seq":7,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_id":6,"deductible_percent":null,"tax_category":"gross_receipts"},"prev":"c668734a18c316009542e1b0f81c6f41b0b1bb67acc80a224931bd0f5f22b255","seq":8,"ts":"2026-10-21T02:31:59Z","type":"account.tax_set"}
{"payload":{"features":["require_tax_category"],"format":2},"prev":"fe53bfcaeb90665ff374ce22173e9719786601649aabfd527d4a1cd080386dc3","seq":9,"ts":"2026-10-21T02:31:59Z","type":"journal.format_set"}
{"payload":{"changes":[{"key":"policy.require_tax_category","value":"refuse"}],"source":{"decided_by":"Owner","decided_on":"2026-10-20"}},"prev":"3fd65f0c9fceecf686ae855e8a36565c701b65029a48a9919623e79156dfc19f","seq":10,"ts":"2026-10-21T02:31:59Z","type":"settings.set"}
{"payload":{"account_type":"Expense","code":"6170","currency":"USD","id":7,"name":"Domains","parent":3,"placeholder":false},"prev":"8349d624d6c4e5d5cb6e68c7e457be09c95e094f51660acdc8c9911552df2caf","seq":11,"ts":"2026-10-21T02:31:59Z","type":"account.added"}
{"payload":{"account_id":7,"deductible_percent":null,"tax_category":"other_deductions"},"prev":"6f0a5105551325ff8c46a0e6ae5db60a74a813396c2021b5b42c2162d39c9deb","seq":12,"ts":"2026-10-21T02:31:59Z","type":"account.tax_set"}
{"payload":{"date":"2026-01-05","description":"fixture","id":1},"prev":"11ada13dda80e0a91a1bfa8b87b96fd1e818b5e3e5c52960e098ae8c3cd32675","seq":13,"ts":"2026-10-21T02:31:59Z","type":"entry.created"}
{"payload":{"account":1,"amount":"5000.00","currency":"USD","id":1,"side":"debit"},"prev":"83871fcd54722182038b10357f628f37fb2d2562b9eb9f793f7a36d865c60f73","seq":14,"ts":"2026-10-21T02:31:59Z","type":"entry.line_added"}
{"payload":{"account":2,"amount":"5000.00","currency":"USD","id":1,"side":"credit"},"prev":"5cbc319bf98bc3b490572af050aa42e5f36e9eb21ea02d333cdcdaedbdd61b53","seq":15,"ts":"2026-10-21T02:31:59Z","type":"entry.line_added"}
{"payload":{"date":"2026-01-05","description":"fixture","id":1,"lines":[{"account":1,"amount":"5000.00","currency":"USD","side":"debit"},{"account":2,"amount":"5000.00","currency":"USD","side":"credit"}],"reversal_of":null},"prev":"dfec8a0b1b77bdd9de9993d8f5cd5408275c49480d7ba562d5033e606d0cab0f","seq":16,"ts":"2026-10-21T02:31:59Z","type":"entry.posted"}
{"payload":{"date":"2026-02-03","description":"fixture","id":2},"prev":"94895f542d8b6eff47ab2e78b4b1983205e601b6dfafa3e47e87cce869876c94","seq":17,"ts":"2026-10-21T02:31:59Z","type":"entry.created"}
{"payload":{"account":4,"amount":"49.99","currency":"USD","id":2,"side":"debit"},"prev":"70b7d2bd0ba00224ce8bad014c6ecbc0b9921b45dfc48cdb1c44a16fe722951c","seq":18,"ts":"2026-10-21T02:31:59Z","type":"entry.line_added"}
{"payload":{"account":1,"amount":"49.99","currency":"USD","id":2,"side":"credit"},"prev":"7145687d599c654a7402f37a189cb96aaf2aac03463a48519a4c8b1f5b8ec0cc","seq":19,"ts":"2026-10-21T02:31:59Z","type":"entry.line_added"}
{"payload":{"date":"2026-02-03","description":"fixture","id":2,"lines":[{"account":4,"amount":"49.99","currency":"USD","side":"debit"},{"account":1,"amount":"49.99","currency":"USD","side":"credit"}],"reversal_of":null},"prev":"104f0938e13f9811c8c4963145a415947740dc3e4efc9dfc2120661494a82fee","seq":20,"ts":"2026-10-21T02:31:59Z","type":"entry.posted"}
{"payload":{"date":"2026-03-09","description":"fixture","id":3},"prev":"6dd47d7450a5e451545e8fbca6b9a13d4d898f8571e9ba93dfa5e4b6b6ccd473","seq":21,"ts":"2026-10-21T02:31:59Z","type":"entry.created"}
{"payload":{"account":4,"amount":"49.99","currency":"USD","id":3,"side":"debit"},"prev":"dc00c733f073a6c1ef74b2461df69cb2642981c73f86efdc2d5513e4674766ca","seq":22,"ts":"2026-10-21T02:31:59Z","type":"entry.line_added"}
{"payload":{"account":1,"amount":"49.99","currency":"USD","id":3,"side":"credit"},"prev":"5065fceb3a44ccb628ea44b509c4c98642445b2fa99585761e0dfc38816cffdd","seq":23,"ts":"2026-10-21T02:31:59Z","type":"entry.line_added"}
{"payload":{"date":"2026-03-09","description":"fixture","id":3,"lines":[{"account":4,"amount":"49.99","currency":"USD","side":"debit"},{"account":1,"amount":"49.99","currency":"USD","side":"credit"}],"reversal_of":null},"prev":"79d9e4751f740203c4a14cc25d7a352ac7e576e6c31723d82844e7b3c7f1e192","seq":24,"ts":"2026-10-21T02:31:59Z","type":"entry.posted"}
{"payload":{"features":["account_renamed","require_tax_category"],"format":2},"prev":"561f49d94956a7e4c6192116a22e9152e516f1cbe01591ec6f0b7e674cd3d7c9","seq":25,"ts":"2026-10-21T02:31:59Z","type":"journal.format_set"}
{"payload":{"account_id":4,"code":"6150","name":"Software subscriptions","previous":"Software","reason":"owner asked 2026-10-20"},"prev":"f8cc150e9ce15a0cfb8ecf52c4dcfb72703d0e93fb3d9c4eb08ee3ad54f4a9b3","seq":26,"ts":"2026-10-21T02:31:59Z","type":"account.renamed"}
{"payload":{"account_id":3,"code":"6000","name":"Operating expenses","previous":"Operating","reason":null},"prev":"1311f98abb25afb140df36046a53d146d5a800f5bd54605f15a904b26794a61c","seq":27,"ts":"2026-10-21T02:31:59Z","type":"account.renamed"}
{"payload":{"account_id":4,"deductible_percent":null,"tax_category":"other_deductions"},"prev":"b2a4b494604d991a0ebb99b0d69a14f2bdd11876b693810a4896ff55eecb0145","seq":28,"ts":"2026-10-21T02:31:59Z","type":"account.tax_set"}
{"payload":{"account_id":4,"code":"6150","name":"Software","previous":"Software subscriptions","reason":"back to the short name"},"prev":"3058d2fb9b9b0d94253126e083e23ded7f51ffb6b5ffc64fedeb42a0ca753749","seq":29,"ts":"2026-10-21T02:31:59Z","type":"account.renamed"}
{"payload":{"changes":[{"key":"policy.require_tax_category","value":null}],"source":{"decided_by":"Owner","decided_on":"2026-10-20"}},"prev":"f86c03b68da3205f73d131c2032ea918614b99e2ae016cebc86af7e614112bb7","seq":30,"ts":"2026-10-21T02:31:59Z","type":"settings.set"}