Attachments, statements, reconciliations, TIN vault, counterparty policy
check / check (push) Canceled after 0s

MCP: books.link_attachment, unlink_attachment, attachments; link_to on
attach_receipt and file_document; record_statement, statements;
books.reconcile previews and, confirmed against a recorded statement,
records the reconciliation; void_reconciliation, reconciliations;
import_bank_csv links its source file; digest lists unreconciled
accounts.

TIN vault: books.set_w9 takes the TIN and the form into the encrypted
vault (last four in the books); books.vendor_1099 include_tins and
save_csv_to for the CPA's copy; books.get_w9; books.purge_tin. A leak
test scans every tool output, the journal, the database, and the blobs.

[books] parties = off | suggest | require (default suggest): every
preview names the entry's party or suggests likely ones; require refuses
to post until it names one or is marked as having none (entry.no_party).

Viewer: documents on every subject page; statements and reconciliation
history per account; reconciliation pages; reconcile and
no-counterparty attention items; party money by period (paid out,
received in, net, what for, by month); Needs attention gets its own
full-width section.

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 15:42:37 -06:00
1 parent e265ed4339
commit ae927c3f73
41 files changed
+8463 -465

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+8 -50
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@@ -1164,58 +1164,16 @@ pub fn show_asset(ui: &mut Ui, b: &Books, id: AssetId, shell: &mut Shell<'_>) {
},
);
ui.add_space(14.0);
let docs: Vec<_> = b
.attachments
.iter()
.filter(|x| {
x.withdrawn_at.is_none() && x.entry_id.is_some_and(|e| entries.contains(&e))
})
.collect();
widgets::titled_card(
let mut subjects = vec![ledger_store::Subject::Asset(id)];
subjects.extend(entries.iter().map(|e| ledger_store::Subject::Entry(*e)));
super::documents::documents_card_with(
ui,
b,
"Receipts and documents",
|_| {},
|ui| {
if docs.is_empty() {
ui.label(
RichText::new("None linked to its entries (depreciation needs none: the schedule is its evidence).")
.color(p.muted),
);
}
for d in &docs {
ui.horizontal(|ui| {
ui.label(
RichText::new(if d.mime_type == "application/pdf" {
icon::FILE_PDF
} else {
icon::FILE_IMAGE
})
.color(p.muted),
);
if widgets::link_truncated(
ui,
RichText::new(format!(
"{} · {} · entry #{}",
d.file_name,
fmt::label(&d.category),
d.entry_id.unwrap_or(0)
))
.font(theme::regular(13.0)),
)
.clicked()
{
go = Some(Route::Document(d.id));
}
});
if let Some(desc) = &d.description {
ui.label(
RichText::new(desc)
.font(theme::regular(11.5))
.color(p.faint),
);
}
}
},
&subjects,
&[ledger_store::Subject::Asset(id)],
"None linked to it or its entries (photos, the warranty, the manual; depreciation needs none: the schedule is its evidence).",
&mut go,
);
ui.add_space(14.0);