- 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
220 lines
6.2 KiB
Rust
220 lines
6.2 KiB
Rust
//! Where you are and how you got there: a browser-style history.
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use ledger_core::{AccountId, AssetId, EntryId};
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#[derive(Clone, Copy, Debug, PartialEq, Eq, Hash)]
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pub enum ReportKind {
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ProfitAndLoss,
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BalanceSheet,
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CashFlow,
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TrialBalance,
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GeneralLedger,
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MembersEquity,
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TaxSummary,
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ArAging,
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ApAging,
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Vendor1099,
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FixedAssetRegister,
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}
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impl ReportKind {
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pub const ALL: [ReportKind; 11] = [
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ReportKind::ProfitAndLoss,
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ReportKind::BalanceSheet,
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ReportKind::CashFlow,
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ReportKind::MembersEquity,
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ReportKind::TrialBalance,
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ReportKind::GeneralLedger,
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ReportKind::FixedAssetRegister,
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ReportKind::TaxSummary,
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ReportKind::Vendor1099,
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ReportKind::ArAging,
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ReportKind::ApAging,
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];
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pub fn title(self) -> &'static str {
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match self {
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ReportKind::ProfitAndLoss => "Profit and loss",
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ReportKind::BalanceSheet => "Balance sheet",
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ReportKind::CashFlow => "Cash flow",
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ReportKind::TrialBalance => "Trial balance",
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ReportKind::GeneralLedger => "General ledger",
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ReportKind::MembersEquity => "Owners' equity",
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ReportKind::TaxSummary => "Tax summary",
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ReportKind::ArAging => "Receivables aging",
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ReportKind::ApAging => "Payables aging",
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ReportKind::Vendor1099 => "1099 worksheet",
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ReportKind::FixedAssetRegister => "Fixed asset register",
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}
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}
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}
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#[derive(Clone, Debug, PartialEq)]
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pub enum Route {
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Overview,
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Cash,
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Profit,
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Transactions,
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Entry(EntryId),
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Reports(ReportKind),
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Accounts,
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Account(AccountId),
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/// The fixed asset register.
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Assets,
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/// One fixed asset.
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Asset(AssetId),
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Documents,
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Document(u64),
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Company,
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Journal,
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JournalEvent(u64),
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}
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impl Route {
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/// The sidebar section this route belongs to.
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pub fn section(&self) -> Section {
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match self {
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Route::Overview => Section::Overview,
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Route::Cash => Section::Cash,
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Route::Profit => Section::Profit,
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Route::Transactions | Route::Entry(_) => Section::Transactions,
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Route::Reports(_) => Section::Reports,
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Route::Accounts | Route::Account(_) => Section::Accounts,
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Route::Assets | Route::Asset(_) => Section::Assets,
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Route::Documents | Route::Document(_) => Section::Documents,
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Route::Company => Section::Company,
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Route::Journal | Route::JournalEvent(_) => Section::Journal,
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}
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}
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}
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#[derive(Clone, Copy, Debug, PartialEq, Eq)]
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pub enum Section {
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Overview,
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Cash,
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Profit,
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Transactions,
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Reports,
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Accounts,
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Assets,
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Documents,
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Company,
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Journal,
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}
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impl Section {
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pub const ALL: [Section; 10] = [
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Section::Overview,
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Section::Cash,
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Section::Profit,
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Section::Transactions,
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Section::Reports,
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Section::Accounts,
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Section::Assets,
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Section::Documents,
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Section::Company,
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Section::Journal,
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];
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pub fn title(self) -> &'static str {
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match self {
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Section::Overview => "Overview",
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Section::Cash => "Cash",
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Section::Profit => "Profit",
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Section::Transactions => "Transactions",
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Section::Reports => "Reports",
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Section::Accounts => "Accounts",
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Section::Assets => "Assets",
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Section::Documents => "Documents",
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Section::Company => "Company",
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Section::Journal => "Journal",
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}
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}
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pub fn icon(self) -> &'static str {
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use egui_phosphor::regular as i;
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match self {
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Section::Overview => i::SQUARES_FOUR,
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Section::Cash => i::BANK,
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Section::Profit => i::TREND_UP,
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Section::Transactions => i::LIST_BULLETS,
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Section::Reports => i::FILE_TEXT,
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Section::Accounts => i::TREE_STRUCTURE,
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Section::Assets => i::PACKAGE,
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Section::Documents => i::FILES,
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Section::Company => i::BUILDINGS,
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Section::Journal => i::SCROLL,
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}
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}
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pub fn home(self) -> Route {
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match self {
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Section::Overview => Route::Overview,
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Section::Cash => Route::Cash,
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Section::Profit => Route::Profit,
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Section::Transactions => Route::Transactions,
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Section::Reports => Route::Reports(ReportKind::ProfitAndLoss),
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Section::Accounts => Route::Accounts,
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Section::Assets => Route::Assets,
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Section::Documents => Route::Documents,
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Section::Company => Route::Company,
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Section::Journal => Route::Journal,
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}
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}
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}
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/// ```text
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/// GOAL: back and forward behave like a web browser's.
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/// SOURCE: CONVENTION (browser session history: going somewhere new
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/// drops the forward list).
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/// INVARIANTS:
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/// 1. go(r) to a different route makes it current, pushes the old one
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/// on back, and clears forward; go to the current route does nothing.
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/// 2. back() then forward() returns to the same route (and vice versa);
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/// either does nothing when its list is empty.
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/// 3. can_back/can_forward say whether back/forward would move.
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/// ```
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/// Back/forward history.
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pub struct Nav {
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back: Vec<Route>,
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forward: Vec<Route>,
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pub current: Route,
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}
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impl Nav {
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pub fn new(start: Route) -> Self {
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Self {
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back: Vec::new(),
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forward: Vec::new(),
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current: start,
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}
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}
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pub fn go(&mut self, to: Route) {
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if to != self.current {
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self.back.push(std::mem::replace(&mut self.current, to));
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self.forward.clear();
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}
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}
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pub fn can_back(&self) -> bool {
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!self.back.is_empty()
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}
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pub fn can_forward(&self) -> bool {
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!self.forward.is_empty()
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}
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pub fn back(&mut self) {
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if let Some(r) = self.back.pop() {
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self.forward.push(std::mem::replace(&mut self.current, r));
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}
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}
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pub fn forward(&mut self) {
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if let Some(r) = self.forward.pop() {
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self.back.push(std::mem::replace(&mut self.current, r));
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}
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}
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}
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