Parties, attachment links, statements, reconciliations (store), TIN vault crate

Parties: one directory for vendors, contractors, customers, employees,
members, platforms, agencies, banks, landlords (ledger-core parties.rs).
W-9/W-4 facts without the number (last four only; any nine-digit run in a
party field is refused, Treas. Reg. 301.6109-4). Vendor and customer
records link to parties on replay; core tags every bill, invoice, payment,
and reversal with its counterparty. Journal events party.*,
entry.party_set; payroll lines name the employee party.

MCP: books.add_party, update_party, set_party_roles, set_w9, set_w4,
parties, party, set_entry_party; draft_entry party; run_payroll employee;
show party. Viewer: Parties directory and party pages, search, journal
text, W-9 attention, demo data.

One definition of a party's money (ledger_core::parties::activity) for
MCP and viewer. 1099 amounts count payments from cash and financing
accounts (a member paying for the company counts; a card doesn't; a
prepayment counts when made): vendor_1099_report_with, B-19.

Store: attachment links to any subject, statements, reconciliations
(schema v11), with replay and projection. ledger-vault: encrypted TIN and
W-9 records (ChaCha20-Poly1305, key file outside the books).

Spec-blind tests for parties (core, store, MCP, viewer) and attachments.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
This commit is contained in:
swaitsandClaude Opus 5.5 committed 2026-10-15 14:43:40 -06:00
1 parent 2a188bd039
commit a299077991
54 files changed
+10961 -178

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+17 -4
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@@ -183,7 +183,7 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
assets(ui, b, shell);
schedules(ui, b);
recurring(ui, b);
parties(ui, b);
parties(ui, b, shell);
});
}
@@ -421,8 +421,18 @@ fn recurring(ui: &mut Ui, b: &Books) {
ui.add_space(16.0);
}
fn parties(ui: &mut Ui, b: &Books) {
fn parties(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
let p = pal(ui.ctx());
let mut go: Option<crate::nav::Route> = None;
// A record's name opens its party.
let mut name = |ui: &mut Ui, text: &str, party: Option<u64>| {
let r = widgets::link(ui, RichText::new(text).font(theme::semibold(13.0)));
if let Some(id) = party
&& r.on_hover_text("Open this party").clicked()
{
go = Some(crate::nav::Route::Party(id));
}
};
let year = chrono::Datelike::year(&b.today);
let r1099 = vendor_1099_report(&b.ledger, year, None).ok();
columns(ui, 980.0, &[1.0, 1.0], |i, ui| match i {
@@ -444,7 +454,7 @@ fn parties(ui: &mut Ui, b: &Books) {
.map(|x| x.paid)
.unwrap_or_default();
ui.horizontal_wrapped(|ui| {
ui.label(RichText::new(&v.name).font(theme::semibold(13.0)));
name(ui, &v.name, b.ledger.party_of_vendor(v.id));
if let Some(f) = v.form_1099 {
widgets::pill(ui, f.label(), p.accent, p.accent_soft);
if v.tin_on_file {
@@ -490,7 +500,7 @@ fn parties(ui: &mut Ui, b: &Books) {
.map(|i| i.balance())
.sum();
ui.horizontal_wrapped(|ui| {
ui.label(RichText::new(&c.name).font(theme::semibold(13.0)));
name(ui, &c.name, b.ledger.party_of_customer(c.id));
ui.with_layout(
egui::Layout::right_to_left(egui::Align::Center),
|ui| {
@@ -509,4 +519,7 @@ fn parties(ui: &mut Ui, b: &Books) {
);
}
});
if let Some(r) = go {
shell.go(r);
}
}