Attachments, statements, reconciliations, TIN vault, counterparty policy
check / check (push) Waiting to run

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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@@ -1210,10 +1210,11 @@ fn attention_is_pure_on_mixed_books() {
assert_eq!(x.prompt, y.prompt);
assert_eq!(x.severity, y.severity);
}
// Two drafts, three posted without receipts.
// Two drafts, three posted without receipts (and the checking
// account, with activity before this month, due its reconciliation).
let todos = first
.iter()
.filter(|a| a.severity == Severity::Todo)
.filter(|a| a.severity == Severity::Todo && !a.title.starts_with("Reconcile "))
.count();
let problems = first
.iter()