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