`wanderbooks gui [BOOK]` finds the data root, reads settings from the
journal, the vault of the book, presence through ops/, Save a copy /
Open on every document, Save the W-9, the Export menu, and colour
schemes. One builder for the CPA package and the 1099 worksheet
(ledger-package), shared by the server and the viewer.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
Files reach the books through the server: uploads by hash and size,
then filed; exports (the CPA package, the 1099 worksheet, W-9s) handed
over as downloads from the server, never read off disk by the agent.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
Many test helpers removed their temp dir only before the test, or only
on pass, so runs left them behind: 117,000 filled /tmp (RAM here) and
stopped a mutation run. Each now holds a guard that removes the dir on
drop, unwind included; servers started on a test dir hold its guard
until they stop. A full cargo test --workspace leaves 0 dirs (859
before). just sweep-test-tmp stays for runs killed mid-test.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
An independent recompute of the real books found no numeric
disagreements; review found 15 defects, all fixed with spec-first
regression tests:
- k1: a prepaid credited straight to capital is property; a member
paying a vendor through 2100 is cash. Docs and B-13 match.
- parties: a reversal of a reversal counts on its root's side;
liability-to-liability payments (member pays the card) count as paid.
- viewer: party money uses the server's cash accounts and full calendar
year; per-party "What for" scales multi-party entries.
- reconciliations: refuse a withdrawn statement before journaling; new
books.void_statement; reconciled lines can't be un-cleared; one shared
reconcilable-accounts rule for digest and viewer.
- CPA package includes receipts linked to entries; a file can't be both
filed on and linked to one entry.
- parties = "require" covers payroll, tax remittance (agency) and
disposal (buyer); no-party marks follow reversal chains and clear when
a vendor is tagged.
- derived member shares are frozen to exact amounts when posted, so a
settings change never re-splits history.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
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
swaitsandClaude Opus 5.5