Attachments, statements, reconciliations, TIN vault, counterparty policy
check / check (push) Canceled after 0s
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
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swaitsandClaude Opus 5.5 committed
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@@ -21,28 +21,28 @@ pub fn show(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
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widgets::page_header(ui, b.company_name(), &headline(b));
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kpis(ui, b, shell);
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let _ = k;
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columns(ui, 980.0, &[2.0, 1.0], |i, ui| match i {
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0 => {
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let (more, _) = widgets::titled_card(
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// What needs doing gets the page's full width, under the numbers:
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// long items wrap in their own room instead of squeezing the chart.
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attention(ui, b, shell);
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ui.add_space(16.0);
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let (more, _) = widgets::titled_card(
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ui,
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"Cash over time",
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|ui| {
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widgets::link(
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ui,
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"Cash over time",
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|ui| {
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widgets::link(
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ui,
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RichText::new("Cash details")
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.font(theme::regular(12.5))
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.color(pal(ui.ctx()).accent),
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)
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.clicked()
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},
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|ui| charts::balance_line(ui, &b.cash_history(), b.today, 230.0),
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);
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if more {
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shell.go(Route::Cash);
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}
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}
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_ => attention(ui, b, shell),
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});
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RichText::new("Cash details")
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.font(theme::regular(12.5))
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.color(pal(ui.ctx()).accent),
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)
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.clicked()
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},
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|ui| charts::balance_line(ui, &b.cash_history(), b.today, 230.0),
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);
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if more {
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shell.go(Route::Cash);
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}
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ui.add_space(16.0);
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columns(ui, 980.0, &[1.0, 1.0], |i, ui| match i {
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0 => income_vs_spending(ui, b, shell),
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_ => where_it_went(ui, b, shell),
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@@ -253,33 +253,52 @@ fn color_for(c: egui::Color32, p: &theme::Palette) -> egui::Color32 {
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}
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}
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/// "Needs attention", full width: a summary of how many problems, to-dos,
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/// and notes there are, then each item as a row (its severity, the title
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/// that opens where to look, what's wrong, and the prompt for the agent at
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/// the right; stacked under the text when narrow). The first few show;
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/// the rest wait behind a button that says how many.
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fn attention(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
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let p = pal(ui.ctx());
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let count = |s: Severity| b.attention.iter().filter(|a| a.severity == s).count();
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widgets::titled_card(
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ui,
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"Needs attention",
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|ui| {
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if !b.attention.is_empty() {
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widgets::pill(
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ui,
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&b.attention.len().to_string(),
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p.warning,
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p.warning_soft,
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);
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// Laid out right to left: problems end up first, reading on.
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for (sev, one, many, fg, bg) in [
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(Severity::Info, "note", "notes", p.muted, p.hover),
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(Severity::Todo, "to do", "to do", p.warning, p.warning_soft),
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(
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Severity::Problem,
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"problem",
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"problems",
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p.negative,
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p.negative_soft,
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),
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] {
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let n = count(sev);
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if n > 0 {
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widgets::pill(ui, &fmt::count(n, one, many), fg, bg);
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}
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}
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},
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|ui| {
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if b.attention.is_empty() {
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widgets::empty(
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ui,
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icon::CHECK_CIRCLE,
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"All clear",
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"Nothing is missing or overdue.",
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);
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ui.horizontal(|ui| {
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ui.label(
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RichText::new(icon::CHECK_CIRCLE)
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.size(18.0)
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.color(p.positive),
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);
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ui.label(
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RichText::new("All clear: nothing is missing or overdue.")
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.font(theme::regular(13.5))
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.color(p.muted),
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);
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});
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return;
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}
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// No inner scrolling: the card grows to fit. Past a handful of
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// items, the rest sit behind a button that says how many.
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const FIRST: usize = 6;
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let id = ui.id().with("attention-expanded");
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let mut expanded: bool = ui.ctx().data(|d| d.get_temp(id)).unwrap_or(false);
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@@ -288,34 +307,59 @@ fn attention(ui: &mut Ui, b: &Books, shell: &mut Shell<'_>) {
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} else {
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b.attention.len().min(FIRST)
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};
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let wide = ui.available_width() >= 720.0;
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for (i, a) in b.attention.iter().take(shown).enumerate() {
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if i > 0 {
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ui.add_space(4.0);
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ui.add_space(6.0);
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widgets::rule(ui);
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ui.add_space(4.0);
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ui.add_space(6.0);
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}
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let (glyph, color) = match a.severity {
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Severity::Problem => (icon::WARNING_CIRCLE, p.negative),
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Severity::Todo => (icon::CIRCLE_DASHED, p.warning),
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Severity::Info => (icon::INFO, p.muted),
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let (glyph, color, word) = match a.severity {
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Severity::Problem => (icon::WARNING_CIRCLE, p.negative, "Problem"),
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Severity::Todo => (icon::CIRCLE_DASHED, p.warning, "To do"),
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Severity::Info => (icon::INFO, p.muted, "Note"),
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};
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let full = ui.available_width();
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let button_w = if wide { 150.0 } else { 0.0 };
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ui.horizontal_top(|ui| {
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ui.label(RichText::new(glyph).size(16.0).color(color));
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ui.vertical(|ui| {
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let t = RichText::new(&a.title).font(theme::semibold(13.0));
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let r = widgets::link(ui, t);
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if r.clicked()
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&& let Some(to) = &a.target
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{
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shell.go(to.clone());
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}
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ui.label(
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RichText::new(&a.detail)
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.font(theme::regular(12.0))
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.color(p.muted),
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);
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widgets::copy_prompt(ui, &a.prompt);
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});
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ui.label(RichText::new(glyph).size(18.0).color(color))
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.on_hover_text(word);
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let text_w = (full - 30.0 - button_w).max(120.0);
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ui.allocate_ui_with_layout(
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egui::vec2(text_w, 0.0),
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egui::Layout::top_down(egui::Align::Min),
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|ui| {
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ui.set_width(text_w);
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ui.spacing_mut().item_spacing.y = 2.0;
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let t = RichText::new(&a.title).font(theme::semibold(13.5));
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let r = ui.add(egui::Label::new(t).wrap().sense(egui::Sense::click()));
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if a.target.is_some() && r.hovered() {
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ui.ctx().set_cursor_icon(egui::CursorIcon::PointingHand);
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}
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if r.clicked()
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&& let Some(to) = &a.target
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{
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shell.go(to.clone());
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}
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ui.add(
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egui::Label::new(
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RichText::new(&a.detail)
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.font(theme::regular(12.5))
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.color(p.muted),
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)
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.wrap(),
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);
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if !wide {
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ui.add_space(4.0);
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widgets::copy_prompt(ui, &a.prompt);
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}
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},
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);
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if wide {
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ui.with_layout(egui::Layout::right_to_left(egui::Align::Min), |ui| {
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widgets::copy_prompt(ui, &a.prompt);
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});
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}
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});
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}
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let hidden = b.attention.len() - shown;
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