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
profit_and_loss_by_class re-added every posted entry in the range,
closing entries included: after closing January, its by-class P&L for
January showed an unclassified row of the whole period's net income,
negated. Closing entries are left out, as profit_and_loss_for_period
leaves them out.
tests/oracle_mcp.rs (24 tests): every export (CSV, JSON, XLSX, PDF,
IIF) against ledger-core's reports on the same books; the CPA package's
contents; P&L by class; the 1099 worksheet; disposals; depreciation;
payroll remittance; the digest against the journal; books.show's viewer
commands; resources; receipts and documents round-tripping; the 25 MiB
upload limit; bank import sides; reference resolution; partial FX lines;
preview balances. Written against the mutation run's 126 survivors.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
swaitsandClaude Opus 5.5