Shared parties with exact shares, member capital statements, TINs for any party, K-1 worksheet
Entries may name several parties, each with an exact amount, a percent, or a share derived from the members' capital lines or [[company.members]] shares (entry.parties_set); shares always sum exactly. The 1099 worksheet counts a vendor's share. A member's party page is their partner capital statement, from the same ledger_core::k1 source as the CPA package. books.set_tin stores any party's TIN (members' SSNs for K-1s) in the vault (party.tin_set, last four in the books). The CPA package carries a K-1 member worksheet (k1-members.csv, with a members' total that ties to Schedule L) and the 1099 worksheet with full TINs, saved outside the books only. files_jointly_with notes spouses' two K-1s land on one 1040. Adversarial review fixes: reversed contributions no longer inflate K-1 contributions and distributions; a K-1 row never takes another party's TIN; TIN detection covers dot/slash/dash separators; refusals redact TINs; vendor tagging can't silently replace shared parties; reversals follow re-apportioning. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
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@@ -1313,3 +1313,253 @@ fn off_never_raises_it() {
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json!({"entry_id": id, "confirmed": true}),
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);
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}
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// ------------------------------------------------- party shares
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//
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// Oracles: SetEntryPartyParams.parties and PartyShareParam (the declared
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// share rules), EntryPartyOut, PostEntryOut.parties / parties_error (code
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// party_shares), PartyTotalsOut (each party's share), and
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// docs/mcp-interface.md "Several parties". Values worked by hand.
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/// Books with both members (50/50, capital 3000 and 3001) in the settings
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/// and the directory; `extra` goes under `[books]`.
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fn member_books(name: &str, extra: &str) -> Mcp {
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let dir = test_dir(name);
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let toml = books_toml(
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&dir,
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"Spec Co",
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&format!(
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"{extra}\n[[company.members]]\nname = \"Tobin Harlow\"\nshare = \"50%\"\ncapital_account = \"3000\"\n\
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[[company.members]]\nname = \"Morgan Ellis\"\nshare = \"50%\"\ncapital_account = \"3001\"\n"
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),
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);
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let mut m = Mcp::start(&dir, &toml);
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m.accounts(CHART);
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m.accounts(&[("3001", "Capital K", "equity")]);
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m.add_party("Tobin Harlow", &["member"]);
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m.add_party("Morgan Ellis", &["member"]);
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m
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}
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fn both() -> Value {
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json!({"parties": [{"party": "Tobin Harlow"}, {"party": "Morgan Ellis"}]})
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}
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fn resolved(v: &Value) -> Vec<(String, String)> {
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v["parties"]
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.as_array()
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.unwrap()
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.iter()
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.map(|p| {
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(
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p["party"].as_str().unwrap().to_string(),
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p["resolved"].as_str().unwrap_or("null").to_string(),
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)
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})
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.collect()
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}
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#[test]
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fn a_joint_reimbursement_names_both_members_and_splits_by_share() {
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let mut m = member_books("shares-joint", "");
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let id = m.draft(
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"2026-04-01",
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both(),
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&[("2100", "debit", "100.00"), ("1000", "credit", "100.00")],
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);
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let preview = m.ok("books.post_entry", json!({"entry_id": id}));
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assert_eq!(
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resolved(&preview),
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[
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("Tobin Harlow".to_string(), "50.00".to_string()),
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("Morgan Ellis".to_string(), "50.00".to_string())
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]
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);
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assert_eq!(preview["parties"][0]["share"], "derived");
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assert!(preview["party_id"].is_null(), "no sole party");
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assert!(preview["parties_error"].is_null());
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assert_eq!(preview["party_missing"], false);
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m.ok(
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"books.post_entry",
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json!({"entry_id": id, "confirmed": true}),
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);
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assert_eq!(m.count("entry.parties_set"), 1);
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for who in ["Tobin Harlow", "Morgan Ellis"] {
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let t = m.party(who, 2026)["totals"].clone();
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assert_eq!(t["paid"], "50.00", "{who}'s half");
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}
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let list = m.read_only("books.parties", json!({"year": 2026}));
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let paid: Vec<&str> = list["parties"]
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.as_array()
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.unwrap()
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.iter()
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.map(|p| p["paid"].as_str().unwrap())
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.collect();
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assert_eq!(paid, ["50.00", "50.00"]);
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}
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#[test]
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fn a_joint_contribution_derives_from_the_capital_lines() {
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let mut m = member_books("shares-capital", "");
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let id = m.post(
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"2026-01-02",
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both(),
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&[
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("1000", "debit", "300.00"),
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("3000", "credit", "200.00"),
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("3001", "credit", "100.00"),
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],
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);
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let e = m.read_only("books.get_entry", json!({"entry_id": id}));
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assert_eq!(
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resolved(&e),
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[
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("Tobin Harlow".to_string(), "-200.00".to_string()),
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("Morgan Ellis".to_string(), "-100.00".to_string())
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]
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);
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assert_eq!(
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m.party("Tobin Harlow", 2026)["totals"]["received"],
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"200.00"
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);
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assert_eq!(
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m.party("Morgan Ellis", 2026)["totals"]["received"],
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"100.00"
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);
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}
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#[test]
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fn explicit_amounts_and_percents_apportion_exactly() {
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let mut m = member_books("shares-explicit", "");
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m.add_party("Riley", &["contractor"]);
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let id = m.post(
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"2026-05-01",
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json!({"party": "Riley"}),
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&[("6000", "debit", "100.00"), ("1000", "credit", "100.00")],
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);
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let e = m.ok(
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"books.set_entry_party",
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json!({"entry_id": id, "parties": [
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{"party": "Riley", "amount": "70.00"},
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{"party": "Tobin Harlow", "amount": "30.00"},
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]}),
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);
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assert_eq!(e["parties"][0]["share"], "amount");
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assert_eq!(e["parties"][0]["amount"], "70.00");
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assert_eq!(e["parties"][1]["resolved"], "30.00");
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assert_eq!(m.party("Riley", 2026)["totals"]["paid"], "70.00");
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let e = m.ok(
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"books.set_entry_party",
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json!({"entry_id": id, "parties": [
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{"party": "Riley", "percent": "33.333"},
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{"party": "Tobin Harlow", "percent": "66.667"},
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]}),
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);
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// 33.333 → 33.33, 66.667 → 66.66; the leftover cent to the first.
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assert_eq!(e["parties"][0]["resolved"], "33.34");
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assert_eq!(e["parties"][1]["resolved"], "66.66");
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assert_eq!(e["parties"][0]["percent"], "33.333");
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assert_eq!(m.count("entry.parties_set"), 2);
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}
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#[test]
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fn shares_that_dont_add_up_are_refused_changing_nothing() {
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let mut m = member_books("shares-refused", "");
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m.add_party("Riley", &["contractor"]);
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let id = m.post(
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"2026-05-01",
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json!({}),
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&[("6000", "debit", "100.00"), ("1000", "credit", "100.00")],
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);
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let set = |parties: Value| json!({"entry_id": id, "parties": parties});
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let why = m.refuse(
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"books.set_entry_party",
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set(json!([{"party": "Riley", "amount": "60.00"}, {"party": "Tobin Harlow", "amount": "30.00"}])),
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);
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assert!(why.contains("sum"), "{why}");
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m.refuse(
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"books.set_entry_party",
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set(json!([{"party": "Riley", "percent": "50"}, {"party": "Tobin Harlow", "percent": "40"}])),
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);
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m.refuse(
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"books.set_entry_party",
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set(json!([{"party": "Riley"}, {"party": "Riley"}])),
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);
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m.refuse(
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"books.set_entry_party",
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set(json!([{"party": "Riley", "amount": "50.00", "percent": "50"}])),
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);
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m.refuse(
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"books.set_entry_party",
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set(json!([{"party": "Riley", "amount": "50.00"}, {"party": "Tobin Harlow"}])),
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);
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// Derived for a non-member among several.
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m.refuse(
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"books.set_entry_party",
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set(json!([{"party": "Riley"}, {"party": "Tobin Harlow"}])),
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);
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m.refuse(
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"books.set_entry_party",
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json!({"entry_id": id, "party": "Riley", "parties": [{"party": "Riley"}]}),
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);
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assert_eq!(m.count("entry.parties_set"), 0);
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}
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#[test]
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fn a_draft_whose_shares_dont_add_up_previews_the_error_and_wont_post() {
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let mut m = member_books("shares-draft", "");
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let id = m.draft(
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"2026-06-01",
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json!({"parties": [
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{"party": "Tobin Harlow", "amount": "10.00"},
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{"party": "Morgan Ellis", "amount": "10.00"},
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]}),
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&[("2100", "debit", "25.00"), ("1000", "credit", "25.00")],
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);
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let preview = m.ok("books.post_entry", json!({"entry_id": id}));
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assert!(preview["parties_error"].is_string(), "{preview}");
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assert!(preview["parties"][0]["resolved"].is_null());
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let why = m.refuse(
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"books.post_entry",
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json!({"entry_id": id, "confirmed": true}),
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);
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assert!(why.contains("party_shares"), "{why}");
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m.ok(
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"books.set_entry_party",
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json!({"entry_id": id, "parties": [
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{"party": "Tobin Harlow", "amount": "15.00"},
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{"party": "Morgan Ellis", "amount": "10.00"},
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]}),
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);
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m.ok(
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"books.post_entry",
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json!({"entry_id": id, "confirmed": true}),
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);
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assert_eq!(m.party("Tobin Harlow", 2026)["totals"]["paid"], "15.00");
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}
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#[test]
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fn under_require_several_parties_satisfy_the_policy() {
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let mut m = member_books("shares-require", "parties = \"require\"");
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let id = m.draft(
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"2026-07-01",
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both(),
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&[("2100", "debit", "40.00"), ("1000", "credit", "40.00")],
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);
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let preview = m.ok("books.post_entry", json!({"entry_id": id}));
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assert_eq!(preview["party_missing"], false);
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m.ok(
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"books.post_entry",
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json!({"entry_id": id, "confirmed": true}),
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);
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// The reversal carries both shares.
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m.ok(
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"books.reverse_entry",
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json!({"entry_id": id, "date": "2026-07-02", "description": "undo", "confirmed": true}),
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);
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assert_eq!(
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m.party("Morgan Ellis", 2026)["totals"]["paid"],
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"0.00"
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);
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m.read_only("books.verify", json!({}));
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}
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