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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@@ -51,6 +51,19 @@ fn screenshots() {
.next()
.map(|a| a.id)
.unwrap_or(1);
// A party with the most to show: W-9 facts first, else any.
let party = std::env::var("SHOT_PARTY")
.ok()
.and_then(|p| p.parse().ok())
.or_else(|| {
loaded
.ledger
.parties()
.find(|p| p.w9.is_some() && p.vendor.is_some())
.or_else(|| loaded.ledger.parties().next())
.map(|p| p.id)
})
.unwrap_or(1);
drop(loaded);
let routes: Vec<(&str, Route)> = vec![
("overview", Route::Overview),
@@ -82,6 +95,8 @@ fn screenshots() {
("account", Route::Account(first_cash)),
("assets", Route::Assets),
("asset", Route::Asset(first_asset)),
("parties", Route::Parties),
("party", Route::Party(party)),
("document", Route::Document(last_doc)),
("event", Route::JournalEvent(last_event)),
("documents", Route::Documents),