//! A project's snapshot (rules.md B-37 item 7) in the viewer and from the //! books server, on the same books: `books.project`'s strings are the //! figures the viewer's page draws (its `PageFigures` and `Snap`), to the //! cent, to date, by account, by month with the running net, and for the //! fiscal year. Both read ledger-core's `project_figures`; this checks //! that neither side rearranges them. #![cfg(feature = "gui")] use chrono::NaiveDate; use ledger_core::{AccountType, Currency, Money, ProjectFacts, ProjectKind, Side}; use ledger_gui::pages::projects::{Snap, page_figures}; use ledger_gui::{Source, data}; use rust_decimal::Decimal; use serde_json::{Value, json}; use std::io::{BufRead, BufReader, Write}; use std::process::{Command, Stdio}; fn d(y: i32, m: u32, day: u32) -> NaiveDate { NaiveDate::from_ymd_opt(y, m, day).unwrap() } fn usd(c: i64) -> Money { Money::new(Decimal::new(c, 2), Currency::USD) } /// A decimal as the tools print an amount: two places. fn s(v: Decimal) -> String { format!("{v:.2}") } /// The books server over stdio (`wanderbooks dev-stdio`), one request at /// a time. struct Server { child: std::process::Child, stdin: std::process::ChildStdin, stdout: BufReader, id: u64, } impl Server { fn start(data: &std::path::Path) -> Self { let mut child = Command::new(env!("CARGO_BIN_EXE_wanderbooks")) .arg("dev-stdio") .arg("--data-dir") .arg(data) .stdin(Stdio::piped()) .stdout(Stdio::piped()) .stderr(Stdio::null()) .spawn() .expect("spawn wanderbooks dev-stdio"); let stdin = child.stdin.take().unwrap(); let stdout = BufReader::new(child.stdout.take().unwrap()); let mut s = Server { child, stdin, stdout, id: 0, }; s.ask( "initialize", json!({"protocolVersion": "2025-06-18", "capabilities": {}, "clientInfo": {"name": "projects-parity", "version": "0"}}), ); writeln!( s.stdin, "{}", json!({"jsonrpc": "2.0", "method": "notifications/initialized"}) ) .unwrap(); s } fn ask(&mut self, method: &str, params: Value) -> Value { self.id += 1; let msg = json!({"jsonrpc": "2.0", "id": self.id, "method": method, "params": params}); writeln!(self.stdin, "{msg}").unwrap(); self.stdin.flush().unwrap(); let mut line = String::new(); self.stdout.read_line(&mut line).expect("a response"); let resp: Value = serde_json::from_str(&line).expect("JSON"); assert_eq!(resp["id"], self.id, "{resp}"); resp } /// A tool's structured result. fn tool(&mut self, name: &str, args: Value) -> Value { let r = self.ask("tools/call", json!({"name": name, "arguments": args})); let out = &r["result"]; assert_ne!(out["isError"], true, "{name}: {r}"); out["structuredContent"].clone() } } impl Drop for Server { fn drop(&mut self) { let _ = self.child.kill(); let _ = self.child.wait(); } } #[test] fn a_projects_snapshot_is_the_same_in_the_viewer_and_from_the_server() { let dir = tempfile::Builder::new() .prefix("wb-projects-parity-") .tempdir() .unwrap(); let data = dir.path().join("books-data"); std::fs::write( dir.path().join("wanderbooks.toml"), "[company]\nname = \"Fernhill Labs\"\nfiscal_year_start = \"01-01\"\n\ [books]\nreceipt_threshold = \"1000000.00\"\ncash_accounts = [\"1000\"]\n", ) .unwrap(); let today = d(2026, 10, 15); let id = { let mut st = ledger_store::Store::create(&data, Currency::USD).unwrap(); for (code, name, ty) in [ ("1000", "Cash", AccountType::Asset), ("4000", "Design Services", AccountType::Revenue), ("6000", "Contractors", AccountType::Expense), ("6100", "Software", AccountType::Expense), ("6200", "Rent", AccountType::Expense), ] { st.add_account(code, name, ty, None, false).unwrap(); } let id = st .add_project( "Kestrel", &ProjectFacts { kind: Some(ProjectKind::OnSpec), started_on: Some(d(2025, 11, 1)), ..Default::default() }, ) .unwrap(); let code = |st: &ledger_store::Store, c: &str| st.ledger().chart().find_by_code(c).unwrap().id; let mut posted = Vec::new(); // (date, debit, credit, cents, tagged): last year's sale, this // year's costs (one reversed), a refund, and rent (overhead). for (date, dr, cr, c, tagged) in [ (d(2025, 11, 3), "1000", "4000", 100_000, true), (d(2026, 2, 9), "6000", "1000", 40_000, true), (d(2026, 3, 9), "6100", "1000", 12_345, true), (d(2026, 5, 1), "4000", "1000", 10_000, true), (d(2026, 6, 30), "6200", "1000", 150_000, false), (d(2026, 8, 4), "6000", "1000", 22_222, true), ] { let e = st.create_entry(date, "Line").unwrap(); let (a, b) = (code(&st, dr), code(&st, cr)); st.add_line(e, a, Side::Debit, usd(c)).unwrap(); st.add_line(e, b, Side::Credit, usd(c)).unwrap(); if tagged { st.set_line_class(e, if dr == "1000" { 1 } else { 0 }, Some(id)) .unwrap(); } st.post_entry(e).unwrap(); posted.push(e); } // The software, reversed in September. st.reverse_entry(posted[2], d(2026, 9, 2), "Reverse software") .unwrap(); id }; let b = data::load_once(&Source { data_dir: data.clone(), today: Some(today), }) .unwrap(); let mut server = Server::start(&data); // To date, and by month over the viewer's chart span. let page = page_figures(&b, id, Some(d(2025, 11, 1)), false); let t = page.to_date.as_ref().unwrap(); let snap = Snap::to_date(t); let ((start, end), months) = page.months.as_ref().unwrap(); assert_eq!((*start, *end), (d(2025, 11, 1), today)); let p = server.tool( "books.project", json!({"project": "Kestrel", "start": start.to_string(), "end": end.to_string()}), ); let to = &p["to_date"]; assert_eq!(to["revenue"], s(snap.revenue)); assert_eq!(to["expenses"], s(snap.expenses)); assert_eq!(to["net"], s(snap.contribution)); assert_eq!( to["margin_pct"], snap.margin_pct .map_or(Value::Null, |m| json!(m.to_string())) ); assert_eq!( to["unrecovered_cost"], t.unrecovered_cost.map_or(Value::Null, |u| json!(s(u))) ); // The figures themselves, so a slip on both sides can't pass: $900 // earned net of the refund, $622.22 of contractors (the software // reversed), $277.78, 30.9% of revenue. assert_eq!( (to["net"].as_str(), to["margin_pct"].as_str()), (Some("277.78"), Some("30.9")) ); let accounts: Vec<(String, String, String)> = t .revenue_by_account .iter() .map(|l| (l.code.clone(), "revenue".to_string(), s(l.amount))) .chain( t.expenses_by_account .iter() .map(|l| (l.code.clone(), "expense".to_string(), s(l.amount))), ) .collect(); let served: Vec<(String, String, String)> = to["by_account"] .as_array() .unwrap() .iter() .map(|a| { ( a["code"].as_str().unwrap().to_string(), a["type"].as_str().unwrap().to_string(), a["amount"].as_str().unwrap().to_string(), ) }) .collect(); assert_eq!(served, accounts); let by_month = p["period"]["by_month"].as_array().unwrap(); assert_eq!(by_month.len(), months.months.len()); for ((m, ours), net) in by_month .iter() .zip(&months.months) .zip(&months.months_net_to_date) { assert_eq!(m["month"], ours.start.format("%Y-%m").to_string()); assert_eq!(m["revenue"], s(ours.revenue), "{m}"); assert_eq!(m["expenses"], s(ours.expenses), "{m}"); assert_eq!(m["net_to_date"], s(*net), "{m}"); } assert_eq!(by_month.last().unwrap()["net_to_date"], to["net"]); // This fiscal year, the snapshot's other view: books.project's // default period. let page = page_figures(&b, id, Some(d(2025, 11, 1)), true); let y = page.year.as_ref().unwrap(); let fy = Snap::period(y); let (fs, fe) = b.periods().statement(None, None).unwrap(); let p = server.tool( "books.project", json!({"project": "Kestrel", "start": fs.to_string(), "end": fe.to_string()}), ); let period = &p["period"]; assert_eq!(period["start"], fs.to_string()); assert_eq!(period["revenue"], s(fy.revenue)); assert_eq!(period["expenses"], s(fy.expenses)); assert_eq!(period["net"], s(fy.contribution)); assert_eq!( period["margin_pct"], fy.margin_pct.map_or(Value::Null, |m| json!(m.to_string())) ); assert_eq!(period["net"], "-722.22", "a refund and costs, no sale"); }