Fixed assets, fully featured: tags, serials, acquisition links, label sheets, the fixed asset register, and an Assets section in the viewer; fix a flaky verify

- core: asset tags (generated PREFIX-0001 or the human's own; unique ignoring case; never reused by another asset) and serial numbers (rules.md B-24); a journaled link from an asset to the entry that acquired it (posted, unreversed, debiting the cost account); fixed_asset_register(as_of), reconciled to the GL (unposted depreciation, unregistered cost)
- store: asset.tagged, asset.serial_set, asset.acquisition_linked journaled, replayed, projected (schema v9); differs_from now also compares control roles and tag history
- config: [books] asset_tag_prefix, default the company's initials without legal-form words
- import: Avery 5160/8160 label sheets with QR codes (geometry vendored from Avery, docs/spec/sources/avery-5160.md); the register as XLSX and PDF
- mcp: register_asset tags (and links) automatically; books.label_asset, books.asset_labels; asset tools take a tag; books.show asset / assets page / register report; export fixed_asset_register (json, csv, xlsx, pdf) and in the CPA package
- viewer: Assets page (register, reconciliation), asset page (identity, schedule posted vs not, entries, documents), Fixed asset register report, global search by tag/serial/description, journal text, needs-attention items
- fix: verify compared snapshot amounts as strings; a zero total summed in hash-map order could print "0" or "0.00", so agreeing books failed verify at random. Now by value (regression test)
- tests: spec-blind suites for tags, register, prefix, store, MCP; label and register PDF/XLSX tests; viewer tests

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 2026-10-15 12:18:00 -06:00
1 parent 4e96b5f54d
commit cd085108c1
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@@ -108,6 +108,58 @@ pub struct BooksSettings {
/// statement treats as investing (loans the company makes, investments
/// it buys: ASC 230-10-20). Registered fixed assets need not be listed.
pub investing_accounts: Vec<String>,
/// `[books] asset_tag_prefix`: the prefix of generated asset tags
/// ("FL" for "FL-0001"). Unset: [`BooksSettings::asset_tag_prefix`]
/// derives it from the company name.
pub asset_tag_prefix: Option<String>,
}
impl BooksSettings {
/// The prefix generated asset tags use: `[books] asset_tag_prefix`, or
/// else the initials of the company name's words, legal-form words
/// (LLC, Inc, Corp, ...) left out, at most 8 ("Fernhill Labs LLC" →
/// "FL"); "FA" (fixed asset) when the name gives none.
pub fn asset_tag_prefix(&self) -> String {
if let Some(p) = &self.asset_tag_prefix {
return p.clone();
}
const FORMS: &[&str] = &[
"llc",
"l",
"c",
"inc",
"incorporated",
"corp",
"corporation",
"co",
"company",
"ltd",
"limited",
"llp",
"lp",
"pllc",
"pc",
"pa",
"the",
"and",
"of",
];
let initials: String = self
.company
.name
.split(|c: char| !c.is_ascii_alphanumeric())
.filter(|w| !w.is_empty() && !FORMS.contains(&w.to_ascii_lowercase().as_str()))
.filter_map(|w| w.chars().next())
.filter(char::is_ascii_alphabetic)
.map(|c| c.to_ascii_uppercase())
.take(8)
.collect();
if initials.is_empty() || self.company.name == Company::default().name {
"FA".to_string()
} else {
initials
}
}
}
#[derive(Deserialize)]
@@ -149,6 +201,7 @@ struct BooksSection {
financing_accounts: Vec<String>,
#[serde(default)]
investing_accounts: Vec<String>,
asset_tag_prefix: Option<String>,
}
/// The return a federal tax classification files (docs/spec/sources/
@@ -444,6 +497,21 @@ pub fn parse(text: &str) -> Result<BooksSettings, String> {
cash_accounts: codes("cash_accounts", raw.books.cash_accounts)?,
financing_accounts: codes("financing_accounts", raw.books.financing_accounts)?,
investing_accounts: codes("investing_accounts", raw.books.investing_accounts)?,
asset_tag_prefix: match raw.books.asset_tag_prefix {
Some(p)
if !p.is_empty()
&& p.len() <= 8
&& p.chars().all(|c| c.is_ascii_alphanumeric()) =>
{
Some(p)
}
Some(p) => {
return Err(format!(
"[books] asset_tag_prefix {p:?}: 1 to 8 letters or digits"
));
}
None => None,
},
})
}