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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@@ -1,7 +1,8 @@
//! What the books need: drafts left unposted, missing receipts, schedules
//! and recurring entries due, open past periods, uncategorized tax lines,
//! 1099 vendors without a W-9, overdue bills and invoices, money owed to
//! owners, and legal rules (like the 1099 threshold) due for an update. Each item says what's wrong, where to look, and the prompt that
//! owners, fixed asset depreciation not posted and assets without a tag,
//! and legal rules (like the 1099 threshold) due for an update. Each item says what's wrong, where to look, and the prompt that
//! asks the agent to fix it (the GUI never changes the books itself).
use crate::books::{Attention, Books, Severity};
@@ -31,7 +32,11 @@ use rust_decimal::Decimal;
/// invoices (Problem, one each, with the total); money owed to
/// owners (Info, per account with a balance); the database differing
/// from the journal or unreadable, and damaged or missing stored
/// files (Problem).
/// files (Problem); depreciation due through the last finished month
/// and not posted (Books::depreciation_due amount > 0: Todo, one
/// item); the asset register and the books' asset cost accounts
/// disagreeing today (unregistered_cost != 0: Problem); an active
/// asset in service with no tag (Todo, one per asset).
/// 3. Nothing else: books with none of those yield no items.
/// 4. Every item's prompt starts "In wanderbooks," or names
/// wanderbooks, and its amounts are the books' exact amounts.
@@ -306,6 +311,79 @@ pub fn find(b: &Books) -> Vec<Attention> {
}
}
let due = b.depreciation_due(today);
if due.amount > Decimal::ZERO {
let months = if due.periods.is_empty() {
"every month not yet posted".to_string()
} else {
due.periods.join(", ")
};
out.push(Attention {
severity: Severity::Todo,
title: format!("Depreciation not posted through {}", fmt::date(due.through)),
detail: format!(
"{} scheduled and not yet in the books ({}).",
fmt::dollars(due.amount),
months
),
target: Some(Route::Assets),
prompt: format!(
"In wanderbooks, run books.run_depreciation for {months} (depreciation due through {} and not posted: {}), then show me the fixed asset register.",
due.through,
fmt::dollars(due.amount)
),
});
}
let register = b.asset_register(today);
let unregistered = register.unregistered_cost();
if !unregistered.is_zero() {
let (title, why) = if unregistered > Decimal::ZERO {
(
format!(
"{} of equipment not in the asset register",
fmt::dollars(unregistered)
),
"The asset cost accounts hold more than the registered assets cost: something bought was never registered.",
)
} else {
(
format!(
"{} of registered assets not in the books",
fmt::dollars(-unregistered)
),
"Registered assets cost more than their cost accounts hold: a purchase entry may be missing.",
)
};
out.push(Attention {
severity: Severity::Problem,
title,
detail: why.into(),
target: Some(Route::Assets),
prompt: format!(
"In wanderbooks, the fixed asset register and the asset cost accounts differ by {} today. Find what's behind it (books.list_assets and the cost accounts' registers) and tell me how to fix it.",
fmt::dollars(unregistered)
),
});
}
for a in b.ledger.registered_assets().filter(|a| {
a.tag.is_none() && a.status == ledger_core::AssetStatus::Active && a.purchase_date <= today
}) {
out.push(Attention {
severity: Severity::Todo,
title: format!("No tag: {}", a.description),
detail: format!(
"Asset {}, in service {}. A tag is the label on the thing itself.",
a.id,
fmt::date(a.purchase_date)
),
target: Some(Route::Asset(a.id)),
prompt: format!(
"In wanderbooks, label asset {} (\"{}\") with books.label_asset: give it the next generated tag unless I have my own, and its serial number if I can find it. Then print its label with books.asset_labels.",
a.id, a.description
),
});
}
use ledger_store::DiskCheck;
let verify_prompt = "In wanderbooks, run books.verify and tell me what it found.".to_string();
match &b.integrity.disk {