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
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- 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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@@ -156,20 +156,40 @@ CPA. Partial first/final months prorated by days; the final month trues up
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so the lifetime total is exactly (cost − salvage).
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- `books.register_asset { description, purchase_date, cost, salvage_value?,
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useful_life_months, cost_account, accum_depr_account, expense_account }`
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→ `{ asset_id }`. Accounts resolved by id or code.
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- `books.asset_schedule { asset_id }`
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useful_life_months, cost_account, accum_depr_account, expense_account,
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tag?, serial? }` → `{ asset_id, tag }`. Accounts resolved by id or code.
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Without `tag`, the next free `PREFIX-0001` (`[books] asset_tag_prefix`,
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else the company name's initials without LLC/Inc; "FA" when none).
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- `books.label_asset { asset, tag?, serial?, clear_serial? }` → `{ asset_id,
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tag, serial }`: set or change the tag (unique ignoring case, never reused
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by another asset even after a retag or disposal) or the manufacturer's
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serial. `asset` is the id or current tag. Journaled as `asset.tagged`,
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`asset.serial_set`.
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- `books.asset_labels { assets?, skip? }` → `{ file_name, content_base64,
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tags }`: an Avery 5160/8160 label sheet (PDF): company, tag, QR code of
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the tag, description, serial. Default: every active tagged asset; `skip`
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reuses a partly used sheet.
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- `books.asset_schedule { asset_id | tag }`
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→ `{ status, schedule: [{ period, amount, accumulated, book_value }] }`.
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- `books.list_assets {}` → assets with status and current book values.
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- `books.run_depreciation { period: "YYYY-MM", asset_id? }`
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→ per-asset `{ entry_id, amount, already_posted }`, plus `skipped` for
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assets outside their useful life. Idempotent per asset and period.
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- `books.dispose_asset { asset_id, date, proceeds, proceeds_account,
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- `books.dispose_asset { asset_id | tag, date, proceeds, proceeds_account,
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gain_loss_account, confirmed?, receipt_attachment_ids? }` → without
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confirmation: `{ status: "preview", ... }` and posts nothing; with
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`confirmed: true`: auto-posts missing final-period depreciation, then
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posts the balanced disposal entry. Subject to receipt policy (bill of
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sale); monthly depreciation is exempt as an allocation.
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- `books.export { report: "fixed_asset_register", format: json | csv,
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as_of? }`: every asset registered by the date (tag, serial, cost,
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depreciation by schedule, book value, disposal), totals, and the
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general ledger's balances of the assets' cost and accumulated
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depreciation accounts, with `unposted_depreciation` and
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`unregistered_cost` (zero when register and books agree;
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`ledger_core::fixed_asset_register`).
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- `books.show { asset }` opens an asset in the viewer; `page: "assets"`
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and `report: "fixed_asset_register"` open the register.
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## Tools — schedules and recurring entries
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