The P3 cutover review's open point 1: entries carry projects (classes,
B-37), but the QuickBooks Desktop file (B-34) left the CLASS field empty
on every line, and neither B-34 nor the README said so, though B-34 rule
6 says nothing changes silently.
Intuit's IIF Import Kit (vendored in docs/spec/sources/intuit-iif.md,
the kit's SHA-256 unchanged): the `!CLASS` header help says "Only the
NAME column is required" and a subclass's NAME is its parents' names
first, joined by colons; the kit's "Import First - List Declarations"
example declares `!CLASS` rows before any transaction, and its "2004
Deposit (Income)" example names the class line by line in CLASS. So the
file now declares every class in a `!CLASS` list after the accounts and
before `!TRNS`, and writes each line's class in CLASS (empty where the
line has none). Books with no class write no list, byte for byte as
before. A line whose class wasn't declared is refused
(IifError::UndeclaredClass), never written classless.
A class's NAME follows B-34's rules for an account's own name: plain
ASCII (rule 3), a colon written '-' (it would start a subclass),
trimmed, '?' if nothing is left, cut to 31 characters: Intuit's qbXML
Onscreen Reference gives `ClassAdd`'s Name "maxDT" : 31 (and 31 in the
Canadian, UK and Australian desktop editions; 100 only in Online), the
same as its `AccountAdd` Name (both JSON files vendored by SHA-256);
Conductor's QuickBooks Desktop API reference agrees and says the name is
case-insensitive. Classes whose NAMEs would match ignoring case get
" (id)", round after round, as accounts get " (code)", except that
among names that match, those already written differently from the
books (made safe, or tagged) yield first, a second " (id)" if need be:
a class's own name is kept unless another class's own name is the same
ignoring case (classes 1 "Café", 2 "Cafe", 3 "Cafe (1)" are written
"Cafe (1) (1)", "Cafe", "Cafe (1)"). Each class is tagged twice at most
and ids differ, so none is left alike (a hand-built list is refused). Each class name
written differently is an IifChange (IifField::ClassName), said one
line each in the warnings and in the package README, whose
"written differently" paragraph now names class names' limits; its IIF
line says CLASS is each line's project when there are classes. The MCP
and viewer notes count "account or class name(s)".
API: `iif_classes(ledger)` builds the list; `journal_to_iif` takes it
(`&[]` for none).
Docs: rules.md B-34 rule 8 with its sources; intuit-iif.md (the
`!CLASS` help, the list declarations and deposit examples, Intuit's SDK
department page, the qbXML Onscreen Reference's ClassAdd and AccountAdd
and Conductor's class reference, each with SHA-256);
mcp-interface.md (books.export iif, the package note); the bookspec
example iif-quickbooks-journal-file.toml (two projects: one carried and
renamed, one only declared; every line derived by hand); testing.md;
STATUS (open point 1 done; point 3 waits for the close, the owner said).
Tests: ledger-import
`iif_writes_each_lines_class_and_declares_the_classes_first`,
`iif_class_names_fit_quickbooks_and_every_change_is_listed`,
`iif_class_names_written_as_the_books_have_them_are_kept`,
`iif_refuses_an_undeclared_or_unfit_class`, property
`iif_class_names_never_clash`; ledger-package
`the_package_iif_carries_each_lines_project` and the bookspec example.
Broken to confirm: CLASS written empty fails the two exact-file tests,
the package test and the bookspec example; the " (id)" tag dropped fails
the names test and the property; tagging every name that meets (no
yielding) fails the kept-names test and the property (its shrunk case,
"A-B" beside "A\uFF1AB", kept in the regressions file).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
The owner's viewer at 1479x519 (scale 1) showed Overview through half of
Accounts above the status card; Assets, Parties, Projects, Documents,
Company and Journal sat in a scroll area with no sign that it scrolled,
so the links seemed to go behind the status box.
The sidebar now gives way in steps, each only when the one before is not
enough, so a window where everything fit looks exactly as it did
(pixel-checked against main at 1440x920, tests/goldens):
1. The status card folds to its one summary line, "● Live · event 559 ·
✓ verified". Hovering it shows the three checks; right-click keeps the
card's copy menu. The line is the fullest wording that fits the card
(summaries), never cut off: a failed check is named ("⊘ Database
differs", "⊘ 2 files damaged") before the event and the word "Live"
are kept, and only then shortened to a count. Whatever the line
leaves out, its tooltip says.
2. The rows tighten: the footer's menus, the gap under the header, the
spacing between links, then the rows' height, down to 24 points, in
the same font. The rail tightens the same way, also to 24 points.
3. Only then do the links scroll, with a soft fade and a chevron at each
clipped edge (the rail's chevron sits centred on its own pill, clear
of the icons), and the current page's link is scrolled into view
whenever the page changes.
Links that overrun their room by under half a pixel count as fitting, so
the card folds where main's links began to lose a visible sliver, not a
point sooner at fractional scales.
At 1479x519 and scale 1 all twelve links show unscrolled in the sidebar,
and at 900x519 in the rail, in every footer state (Live, Snapshot, each
database state, damaged files, no Books menu).
Tests (tests/sidenav.rs, fixture books with a footer like the live one):
every height from 300 to 920 px at scales 1, 1.25, 1.5 and 2, sidebar and
rail, for each footer state: no link under the footer, links cut off only
when they scroll, and nothing scrolls from 519 px up at scale 1; the
owner's window in sidebar and rail; the folded line fits its card and
names a failed check, its tooltip the three checks; the scroll cue and
scrolling to the current link; the tall sidebar unchanged. Unit tests for
fit, its order of steps, the footer's memo and the folded line's
wordings.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
A vendor's 1099 decision is its own dated fact (files NEC or MISC, not
reportable with its reason, or undetermined), applied by each payment's
date. Payment methods are recorded; card and network payments are left
out and listed; a member's check through financing counts; a bank payment
with no method counts (D-40); $2,000 for payments after 2025. One
worksheet for the tool, the viewer and the CPA package.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
The CPA package's general-journal.iif now holds every posted entry through
as_of (closing entries left out, D-36), written as plain ASCII with CR LF,
DOCNUM the entry id, QuickBooks Desktop's field limits and subaccount types
honoured, and every character written differently listed in the export's
warnings and the README (grouped by substitution, TINs masked). The 1099
worksheet stops at as_of too. PDFs print CJK, Arabic, Hebrew, Thai and
Devanagari (Noto fallbacks, OFL), and so does the viewer. has_full_tin reads
Unicode separators.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
`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
swaitsandClaude Opus 5.5