swaitsandClaude Opus 5.5
ae927c3f73
check / check (push) Waiting to run
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
1316 lines
46 KiB
Rust
1316 lines
46 KiB
Rust
//! Spec-blind tests for the party directory tools of `ledger-mcp`, driven
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//! over stdio against the real binary.
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//!
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//! Expected behavior comes only from the tool descriptions and parameter /
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//! result doc comments in `src/server.rs` and `src/types.rs` (the declared
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//! interface, as `tools/list` serves it) and `docs/mcp-interface.md`
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//! ("Tools — parties"). The harness is the minimal subset of
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//! `tests/spec_mcp.rs` (copied from `tests/spec_assets.rs`): every success
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//! validates against the tool's `outputSchema`, and every refusal leaves
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//! `journal.jsonl` byte-identical (server invariant 2: a refused call
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//! changes nothing).
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use serde_json::{Value, json};
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use std::collections::HashMap;
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use std::io::{BufRead, BufReader, Write};
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use std::path::{Path, PathBuf};
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use std::process::{Child, ChildStdin, Command, Stdio};
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use std::sync::atomic::{AtomicU64, Ordering};
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use std::sync::mpsc::{Receiver, RecvTimeoutError, channel};
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use std::time::Duration;
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const TIMEOUT: Duration = Duration::from_secs(180);
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// ---------------------------------------------------------------- harness
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#[derive(Debug, Clone)]
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enum Out {
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Ok(Value),
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ToolErr(String),
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RpcErr(Value),
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}
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impl Out {
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fn refused(&self) -> bool {
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!matches!(self, Out::Ok(_))
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}
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fn err_text(&self) -> String {
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match self {
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Out::Ok(v) => panic!("expected a refusal, got {v}"),
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Out::ToolErr(t) => t.clone(),
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Out::RpcErr(e) => e.to_string(),
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}
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}
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}
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struct Mcp {
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stdin: ChildStdin,
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rx: Receiver<String>,
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child: Child,
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next_id: u64,
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data: PathBuf,
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validators: HashMap<String, jsonschema::Validator>,
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}
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impl Drop for Mcp {
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fn drop(&mut self) {
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let _ = self.child.kill();
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let _ = self.child.wait();
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}
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}
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static DIR_SEQ: AtomicU64 = AtomicU64::new(0);
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fn test_dir(name: &str) -> PathBuf {
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let n = DIR_SEQ.fetch_add(1, Ordering::Relaxed);
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let dir = std::env::temp_dir().join(format!(
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"ledger-mcp-spec-parties-{}-{name}-{n}",
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std::process::id()
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));
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let _ = std::fs::remove_dir_all(&dir);
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std::fs::create_dir_all(&dir).unwrap();
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dir
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}
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/// `wanderbooks.toml` with a company name and extra `[books]` TOML. The
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/// receipt threshold is high so ordinary test entries need no receipt.
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fn books_toml(dir: &Path, company: &str, books_extra: &str) -> PathBuf {
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let path = dir.join("wanderbooks.toml");
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std::fs::write(
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&path,
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format!(
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"[company]\nname = \"{company}\"\nfiscal_year_start = \"01-01\"\n\
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[books]\nreceipt_threshold = \"1000000.00\"\ncash_accounts = [\"1000\"]\n{books_extra}"
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),
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)
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.unwrap();
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path
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}
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impl Mcp {
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fn start(dir: &Path, toml: &Path) -> Self {
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let run = dir.join("run");
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std::fs::create_dir_all(&run).unwrap();
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let mut child = Command::new(env!("CARGO_BIN_EXE_ledger-mcp"))
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.arg("--data-dir")
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.arg(dir.join("books-data"))
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.arg("--books-toml")
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.arg(toml)
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.env("XDG_RUNTIME_DIR", &run)
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.stdin(Stdio::piped())
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.stdout(Stdio::piped())
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.stderr(Stdio::null())
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.spawn()
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.expect("spawn ledger-mcp");
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let stdin = child.stdin.take().unwrap();
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let stdout = BufReader::new(child.stdout.take().unwrap());
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let (tx, rx) = channel();
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std::thread::spawn(move || {
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for line in stdout.lines() {
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let Ok(line) = line else { break };
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if tx.send(line).is_err() {
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break;
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}
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}
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});
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let mut mcp = Self {
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stdin,
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rx,
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child,
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next_id: 1,
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data: dir.join("books-data"),
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validators: HashMap::new(),
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};
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let init = mcp.rpc(
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"initialize",
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json!({
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"protocolVersion": "2025-06-18",
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"capabilities": {},
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"clientInfo": {"name": "spec-parties", "version": "0.1.0"},
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}),
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);
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assert!(init.get("result").is_some(), "initialize failed: {init}");
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mcp.send_line(
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&json!({"jsonrpc": "2.0", "method": "notifications/initialized"}).to_string(),
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);
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let list = mcp.rpc("tools/list", json!({}));
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for tool in list["result"]["tools"].as_array().expect("tools") {
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let name = tool["name"].as_str().unwrap().to_string();
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let validator = jsonschema::validator_for(&tool["outputSchema"])
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.unwrap_or_else(|e| panic!("{name}'s outputSchema is not valid: {e}"));
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mcp.validators.insert(name, validator);
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}
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mcp
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}
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fn journal(&self) -> Vec<u8> {
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std::fs::read(self.data.join("journal.jsonl")).unwrap_or_default()
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}
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/// The journal's line types, in order.
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fn journal_types(&self) -> Vec<String> {
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String::from_utf8(self.journal())
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.unwrap()
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.lines()
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.filter(|l| !l.trim().is_empty())
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.map(|l| {
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let v: Value = serde_json::from_str(l).unwrap();
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v["type"]
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.as_str()
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.or_else(|| v["line_type"].as_str())
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.unwrap_or_default()
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.to_string()
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})
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.collect()
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}
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fn send_line(&mut self, line: &str) {
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writeln!(self.stdin, "{line}").unwrap();
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self.stdin.flush().unwrap();
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}
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fn recv(&mut self) -> Option<Value> {
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loop {
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match self.rx.recv_timeout(TIMEOUT) {
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Ok(line) => {
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let v: Value = serde_json::from_str(&line)
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.unwrap_or_else(|e| panic!("server wrote non-JSON {line:?}: {e}"));
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if v.get("id").is_none() && v.get("method").is_some() {
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continue;
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}
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return Some(v);
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}
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Err(RecvTimeoutError::Timeout | RecvTimeoutError::Disconnected) => return None,
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}
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}
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}
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fn rpc(&mut self, method: &str, params: Value) -> Value {
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let id = self.next_id;
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self.next_id += 1;
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let msg = json!({"jsonrpc": "2.0", "id": id, "method": method, "params": params});
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self.send_line(&msg.to_string());
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let resp = self
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.recv()
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.unwrap_or_else(|| panic!("no response to {method} (id {id})"));
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assert_eq!(resp["id"], json!(id), "response id mismatch: {resp}");
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resp
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}
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/// Call a tool; a refusal must leave the journal unchanged, a success
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/// must match the outputSchema.
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fn tool(&mut self, name: &str, args: Value) -> Out {
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let before = self.journal();
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let resp = self.rpc("tools/call", json!({"name": name, "arguments": args}));
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let out = if let Some(err) = resp.get("error") {
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Out::RpcErr(err.clone())
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} else {
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let result = &resp["result"];
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if result.get("isError") == Some(&json!(true)) {
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Out::ToolErr(
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result["content"]
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.as_array()
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.and_then(|c| c.iter().find_map(|b| b["text"].as_str()))
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.unwrap_or_default()
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.to_string(),
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)
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} else {
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let sc = result["structuredContent"].clone();
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let v = self
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.validators
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.get(name)
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.unwrap_or_else(|| panic!("{name} is not in tools/list"));
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let errors: Vec<String> = v.iter_errors(&sc).map(|e| e.to_string()).collect();
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assert!(
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errors.is_empty(),
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"{name} violates its outputSchema: {errors:?}\n{sc}"
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);
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Out::Ok(sc)
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}
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};
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if out.refused() {
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assert!(
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self.journal() == before,
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"refused {name} {args} changed the journal ({out:?})"
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);
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}
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out
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}
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fn ok(&mut self, name: &str, args: Value) -> Value {
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let a = args.to_string();
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match self.tool(name, args) {
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Out::Ok(v) => v,
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other => panic!("{name} {a}: expected success, got {other:?}"),
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}
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}
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/// `tool`, expecting a refusal that says why.
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fn refuse(&mut self, name: &str, args: Value) -> String {
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let a = args.to_string();
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let out = self.tool(name, args);
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assert!(out.refused(), "{name} {a} should be refused, got {out:?}");
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let why = out.err_text();
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assert!(!why.trim().is_empty(), "{name} {a}: a refusal says why");
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why
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}
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/// `ok`, and the journal must not change (read-only tools).
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fn read_only(&mut self, name: &str, args: Value) -> Value {
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let before = self.journal();
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let v = self.ok(name, args);
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assert!(
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self.journal() == before,
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"read-only {name} changed the journal"
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);
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v
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}
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fn accounts(&mut self, accts: &[(&str, &str, &str)]) {
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for (code, name, ty) in accts {
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self.ok(
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"books.add_account",
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json!({"code": code, "name": name, "account_type": ty}),
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);
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}
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}
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/// Draft an entry with `args` extra (party, vendor) and lines; the id.
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fn draft(&mut self, date: &str, extra: Value, lines: &[(&str, &str, &str)]) -> u64 {
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let mut args = json!({"date": date, "description": format!("entry {date}")});
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for (k, v) in extra.as_object().unwrap() {
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args[k] = v.clone();
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}
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let id = self.ok("books.draft_entry", args)["entry_id"]
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.as_u64()
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.unwrap();
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for (account, side, amount) in lines {
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self.ok(
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"books.add_line",
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json!({"entry_id": id, "account": account, "side": side, "amount": amount}),
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);
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}
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id
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}
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/// `draft`, then post it (high receipt threshold: no receipt needed).
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fn post(&mut self, date: &str, extra: Value, lines: &[(&str, &str, &str)]) -> u64 {
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let id = self.draft(date, extra, lines);
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self.ok(
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"books.post_entry",
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json!({"entry_id": id, "confirmed": true}),
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);
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id
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}
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fn add_party(&mut self, name: &str, roles: &[&str]) -> u64 {
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self.ok("books.add_party", json!({"name": name, "roles": roles}))["party_id"]
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.as_u64()
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.unwrap()
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}
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fn party(&mut self, party: &str, year: i32) -> Value {
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self.read_only("books.party", json!({"party": party, "year": year}))
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}
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/// How many journal lines have this type.
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fn count(&self, line_type: &str) -> usize {
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self.journal_types()
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.iter()
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.filter(|t| t.as_str() == line_type)
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.count()
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}
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}
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const CHART: &[(&str, &str, &str)] = &[
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("1000", "Bank", "asset"),
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("1300", "Prepaid Expenses", "asset"),
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("2050", "Card", "liability"),
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("2100", "Due to Members", "liability"),
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("3000", "Capital", "equity"),
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("4000", "Revenue", "revenue"),
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("6000", "Contract Labor", "expense"),
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("6999", "General Expenses", "expense"),
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];
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/// Books with the chart; cash is 1000.
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fn books(name: &str) -> Mcp {
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let dir = test_dir(name);
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let toml = books_toml(&dir, "Spec Co", "");
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let mut m = Mcp::start(&dir, &toml);
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m.accounts(CHART);
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m
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}
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const W9: &str = r#"{"received_on": "2026-01-05", "entity_type": "individual/sole proprietor",
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"tin_last4": "6789", "kept_at": "CPA portal"}"#;
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fn w9(party: &str) -> Value {
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let mut v: Value = serde_json::from_str(W9).unwrap();
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v["party"] = json!(party);
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v
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}
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fn roles(v: &Value) -> Vec<String> {
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v["roles"]
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.as_array()
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.unwrap()
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.iter()
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.map(|r| r.as_str().unwrap().to_string())
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.collect()
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}
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/// Pat's payroll line, naming the employee by `employee` (and no name).
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fn pat_line(employee: &str) -> Value {
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json!({"employee": employee, "gross_pay": "1000.00", "federal_withholding": "100.00",
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"state_withholding": "50.00", "ss_employee": "62.00", "medicare_employee": "14.50",
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"ss_employer": "62.00", "medicare_employer": "14.50", "other_deductions": "0.00"})
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}
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// ------------------------------------------------- books.add_party
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#[test]
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fn add_party_returns_the_party_and_journals_party_added() {
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let mut m = books("add");
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let p = m.ok(
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"books.add_party",
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json!({"name": " Acme Design ", "roles": ["contractor", "landlord", "contractor"]}),
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);
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assert_eq!(p["name"], "Acme Design", "the name is trimmed");
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assert_eq!(p["label"], "Acme Design");
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assert_eq!(roles(&p), ["contractor", "landlord"]);
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assert_eq!(p["archived"], false);
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assert!(p["w9"].is_null() && p["w4"].is_null());
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assert!(p["vendor_id"].is_null() && p["customer_id"].is_null());
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assert_eq!(m.count("party.added"), 1);
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// No roles is fine.
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let q = m.ok("books.add_party", json!({"name": "IRS"}));
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assert!(roles(&q).is_empty());
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}
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|
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#[test]
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fn add_party_refusals_change_nothing() {
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let mut m = books("add-refusals");
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m.add_party("Acme Design", &[]);
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for args in [
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json!({"name": "acme design "}), // duplicate, case and space
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json!({"name": " "}), // blank
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json!({"name": "Bob 123-45-6789"}), // a full SSN
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json!({"name": "Bob 123456789"}), // a full TIN, no separators
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json!({"name": "Shop", "roles": ["vendor"]}), // vendor by hand
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json!({"name": "Shop", "roles": ["customer"]}), // customer by hand
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json!({"name": "Shop", "roles": ["wizard"]}), // unknown role
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json!({"name": "x".repeat(501)}), // too long
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] {
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m.refuse("books.add_party", args);
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}
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assert_eq!(m.count("party.added"), 1);
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}
|
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|
|
// ------------------------------------------------- resolution
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|
|
|
#[test]
|
|
fn a_party_resolves_by_id_or_by_name_and_refuses_ambiguity() {
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let mut m = books("resolve");
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let acme = m.add_party("Acme Design", &[]);
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let by_name = m.party(" ACME design ", 2026);
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assert_eq!(by_name["party"]["party_id"], json!(acme));
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let by_id = m.party(&acme.to_string(), 2026);
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assert_eq!(by_id["party"]["party_id"], json!(acme));
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// A party named like another's id: the number is ambiguous.
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let named_1 = m.add_party(&acme.to_string(), &[]);
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assert_ne!(named_1, acme);
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let why = m.refuse("books.party", json!({"party": acme.to_string()}));
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assert!(why.contains("ambiguous"), "{why}");
|
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// The other party's id is unambiguous.
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let p = m.party(&named_1.to_string(), 2026);
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assert_eq!(p["party"]["party_id"], json!(named_1));
|
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m.refuse("books.party", json!({"party": "Nobody"}));
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|
m.refuse("books.party", json!({"party": "999"}));
|
|
}
|
|
|
|
#[test]
|
|
fn an_archived_party_goes_by_id_and_frees_its_name() {
|
|
let mut m = books("archive");
|
|
let old = m.add_party("Acme Design", &[]);
|
|
let p = m.ok(
|
|
"books.update_party",
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json!({"party": "Acme Design", "archived": true}),
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);
|
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assert_eq!(p["archived"], true);
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|
m.refuse("books.party", json!({"party": "Acme Design"}));
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m.party(&old.to_string(), 2026);
|
|
// The name is free for a new party.
|
|
let new = m.add_party("Acme Design", &[]);
|
|
assert_ne!(new, old);
|
|
assert_eq!(
|
|
m.party("acme design", 2026)["party"]["party_id"],
|
|
json!(new)
|
|
);
|
|
// Un-archiving the old one is refused while the name is taken.
|
|
m.refuse(
|
|
"books.update_party",
|
|
json!({"party": old.to_string(), "archived": false}),
|
|
);
|
|
// The list hides archived parties unless asked.
|
|
let listed = m.read_only("books.parties", json!({"year": 2026}));
|
|
let ids: Vec<&Value> = listed["parties"]
|
|
.as_array()
|
|
.unwrap()
|
|
.iter()
|
|
.map(|p| &p["party_id"])
|
|
.collect();
|
|
assert_eq!(ids, [&json!(new)]);
|
|
let all = m.read_only(
|
|
"books.parties",
|
|
json!({"year": 2026, "include_archived": true}),
|
|
);
|
|
assert_eq!(all["parties"].as_array().unwrap().len(), 2);
|
|
}
|
|
|
|
// ------------------------------------------------- books.update_party
|
|
|
|
#[test]
|
|
fn update_party_journals_each_field_and_empty_clears() {
|
|
let mut m = books("update");
|
|
m.add_party("Acme Design", &[]);
|
|
let p = m.ok(
|
|
"books.update_party",
|
|
json!({"party": "Acme Design", "name": "Acme Design LLC", "display_name": "Acme",
|
|
"website": "https://acme.example", "address": "1 Main St, Draper, UT",
|
|
"notes": "logo work"}),
|
|
);
|
|
assert_eq!(m.count("party.updated"), 5, "one event per field");
|
|
assert_eq!(p["name"], "Acme Design LLC");
|
|
assert_eq!(p["label"], "Acme", "the display name is the label");
|
|
assert_eq!(p["website"], "https://acme.example");
|
|
assert_eq!(p["address"], "1 Main St, Draper, UT");
|
|
assert_eq!(p["notes"], "logo work");
|
|
// "" clears an optional field.
|
|
let p = m.ok(
|
|
"books.update_party",
|
|
json!({"party": "Acme Design LLC", "display_name": "", "notes": ""}),
|
|
);
|
|
assert!(p["display_name"].is_null() && p["notes"].is_null());
|
|
assert_eq!(p["label"], "Acme Design LLC");
|
|
assert_eq!(m.count("party.updated"), 7);
|
|
}
|
|
|
|
#[test]
|
|
fn update_party_refusals_change_nothing() {
|
|
let mut m = books("update-refusals");
|
|
m.add_party("Acme Design", &[]);
|
|
m.add_party("Other", &[]);
|
|
// A bad field refuses the whole call, the good field included.
|
|
m.refuse(
|
|
"books.update_party",
|
|
json!({"party": "Acme Design", "website": "https://acme.example",
|
|
"notes": "EIN 12-3456789"}),
|
|
);
|
|
m.refuse(
|
|
"books.update_party",
|
|
json!({"party": "Acme Design", "website": "https://acme.example", "name": "other"}),
|
|
);
|
|
m.refuse(
|
|
"books.update_party",
|
|
json!({"party": "Acme Design", "website": "https://acme.example", "name": " "}),
|
|
);
|
|
m.refuse(
|
|
"books.update_party",
|
|
json!({"party": "Acme Design", "address": "a".repeat(501)}),
|
|
);
|
|
m.refuse("books.update_party", json!({"party": "Acme Design"}));
|
|
m.refuse(
|
|
"books.update_party",
|
|
json!({"party": "Nobody", "notes": "x"}),
|
|
);
|
|
let p = m.party("Acme Design", 2026);
|
|
assert!(p["party"]["website"].is_null(), "nothing was written");
|
|
assert_eq!(m.count("party.updated"), 0);
|
|
}
|
|
|
|
// ------------------------------------------------- books.set_party_roles
|
|
|
|
#[test]
|
|
fn set_party_roles_adds_then_removes_and_skips_no_ops() {
|
|
let mut m = books("roles");
|
|
m.add_party("Pat", &["contractor"]);
|
|
let p = m.ok(
|
|
"books.set_party_roles",
|
|
json!({"party": "Pat", "add": ["employee", "contractor"], "remove": ["member"]}),
|
|
);
|
|
assert_eq!(roles(&p), ["contractor", "employee"]);
|
|
assert_eq!(m.count("party.role_set"), 1, "only the real change");
|
|
// W-9 on file: swapping one 1099 role for the other works (adds first).
|
|
m.ok("books.set_w9", w9("Pat"));
|
|
let p = m.ok(
|
|
"books.set_party_roles",
|
|
json!({"party": "Pat", "add": ["landlord"], "remove": ["contractor"]}),
|
|
);
|
|
assert_eq!(roles(&p), ["employee", "landlord"]);
|
|
}
|
|
|
|
#[test]
|
|
fn set_party_roles_refusals_change_nothing() {
|
|
let mut m = books("roles-refusals");
|
|
m.add_party("Pat", &["contractor", "employee"]);
|
|
m.ok("books.set_w9", w9("Pat"));
|
|
m.ok(
|
|
"books.set_w4",
|
|
json!({"party": "Pat", "received_on": "2026-01-02", "state": "UT", "kept_at": "binder"}),
|
|
);
|
|
let before = m.count("party.role_set");
|
|
for args in [
|
|
json!({"party": "Pat", "add": ["vendor"]}),
|
|
json!({"party": "Pat", "remove": ["customer"]}),
|
|
json!({"party": "Pat", "add": ["wizard"]}),
|
|
json!({"party": "Pat"}),
|
|
json!({"party": "Pat", "add": ["member"], "remove": ["member"]}),
|
|
// The last 1099 role, with W-9 facts on file (the add goes too).
|
|
json!({"party": "Pat", "add": ["member"], "remove": ["contractor"]}),
|
|
// Employee, with W-4 facts on file.
|
|
json!({"party": "Pat", "remove": ["employee"]}),
|
|
json!({"party": "Nobody", "add": ["member"]}),
|
|
] {
|
|
m.refuse("books.set_party_roles", args);
|
|
}
|
|
assert_eq!(m.count("party.role_set"), before);
|
|
// Clearing the facts first makes the removals work.
|
|
m.ok("books.set_w9", json!({"party": "Pat", "clear": true}));
|
|
m.ok("books.set_w4", json!({"party": "Pat", "clear": true}));
|
|
let p = m.ok(
|
|
"books.set_party_roles",
|
|
json!({"party": "Pat", "remove": ["contractor", "employee"]}),
|
|
);
|
|
assert!(roles(&p).is_empty());
|
|
}
|
|
|
|
// ------------------------------------------------- books.set_w9 / books.set_w4
|
|
|
|
#[test]
|
|
fn set_w9_records_the_facts_and_marks_the_vendor() {
|
|
let mut m = books("w9");
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
let v = m.ok("books.add_vendor", json!({"name": "Acme Design"}));
|
|
let mut args = w9("Acme Design");
|
|
args["exempt_payee_code"] = json!("5");
|
|
args["fatca_code"] = json!("");
|
|
let p = m.ok("books.set_w9", args);
|
|
let f = &p["w9"];
|
|
assert_eq!(f["received_on"], "2026-01-05");
|
|
assert_eq!(f["entity_type"], "individual/sole proprietor");
|
|
assert_eq!(f["exempt_payee_code"], "5");
|
|
assert!(f["fatca_code"].is_null(), "an empty code is none");
|
|
assert_eq!(f["tin_last4"], "6789");
|
|
assert_eq!(f["kept_at"], "CPA portal");
|
|
assert_eq!(m.count("party.w9_set"), 1);
|
|
// The vendor record's W-9 flag follows.
|
|
let vendors = m.read_only("books.list_vendors", json!({}));
|
|
let vendor = &vendors["vendors"][0];
|
|
assert_eq!(vendor["id"], v["id"]);
|
|
assert_eq!(vendor["tin_on_file"], true);
|
|
assert_eq!(vendor["party_id"], p["party_id"]);
|
|
let listed = m.read_only("books.parties", json!({"role": "contractor", "year": 2026}));
|
|
assert_eq!(listed["parties"][0]["w9_on_file"], true);
|
|
assert_eq!(listed["parties"][0]["tin_last4"], "6789");
|
|
// Clearing clears both.
|
|
let p = m.ok(
|
|
"books.set_w9",
|
|
json!({"party": "Acme Design", "clear": true}),
|
|
);
|
|
assert!(p["w9"].is_null());
|
|
let vendors = m.read_only("books.list_vendors", json!({}));
|
|
assert_eq!(vendors["vendors"][0]["tin_on_file"], false);
|
|
}
|
|
|
|
#[test]
|
|
fn set_w9_refusals_change_nothing() {
|
|
let mut m = books("w9-refusals");
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
m.add_party("Insurer", &[]);
|
|
m.refuse("books.set_w9", w9("Insurer")); // no 1099 role
|
|
for (field, value) in [
|
|
("tin_last4", "123456789"),
|
|
("tin_last4", "12-3456789"),
|
|
("tin_last4", "123"),
|
|
("tin_last4", "12a4"),
|
|
("entity_type", "individual 123 45 6789"),
|
|
("kept_at", "SSN 123-45-6789"),
|
|
("exempt_payee_code", "123456789"),
|
|
("fatca_code", "987-65-4321"),
|
|
("entity_type", " "),
|
|
("kept_at", ""),
|
|
("received_on", "2026-13-01"),
|
|
] {
|
|
let mut args = w9("Acme Design");
|
|
args[field] = json!(value);
|
|
m.refuse("books.set_w9", args);
|
|
}
|
|
for missing in ["received_on", "entity_type", "tin_last4", "kept_at"] {
|
|
let mut args = w9("Acme Design");
|
|
args.as_object_mut().unwrap().remove(missing);
|
|
m.refuse("books.set_w9", args);
|
|
}
|
|
let mut args = w9("Acme Design");
|
|
args["clear"] = json!(true);
|
|
m.refuse("books.set_w9", args);
|
|
m.refuse("books.set_w9", w9("Nobody"));
|
|
assert_eq!(m.count("party.w9_set"), 0);
|
|
}
|
|
|
|
#[test]
|
|
fn set_w4_records_and_clears_and_refuses_change_nothing() {
|
|
let mut m = books("w4");
|
|
m.add_party("Pat", &["employee"]);
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
let good = json!({"party": "Pat", "received_on": "2026-01-02", "state": "UT",
|
|
"kept_at": "payroll binder"});
|
|
for (field, value) in [
|
|
("party", "Acme Design"), // not an employee
|
|
("state", "ut"),
|
|
("state", "Utah"),
|
|
("kept_at", " "),
|
|
("kept_at", "SSN 123 45 6789"),
|
|
("received_on", "January"),
|
|
] {
|
|
let mut args = good.clone();
|
|
args[field] = json!(value);
|
|
m.refuse("books.set_w4", args);
|
|
}
|
|
let mut args = good.clone();
|
|
args["clear"] = json!(true);
|
|
m.refuse("books.set_w4", args);
|
|
assert_eq!(m.count("party.w4_set"), 0);
|
|
let p = m.ok("books.set_w4", good);
|
|
assert_eq!(p["w4"]["state"], "UT");
|
|
assert_eq!(p["w4"]["received_on"], "2026-01-02");
|
|
assert_eq!(p["w4"]["kept_at"], "payroll binder");
|
|
let listed = m.read_only("books.parties", json!({"role": "employee", "year": 2026}));
|
|
assert_eq!(listed["parties"][0]["w4_on_file"], true);
|
|
let p = m.ok("books.set_w4", json!({"party": "Pat", "clear": true}));
|
|
assert!(p["w4"].is_null());
|
|
assert_eq!(m.count("party.w4_set"), 2);
|
|
}
|
|
|
|
// ------------------------------------------------- vendor and customer records
|
|
|
|
#[test]
|
|
fn add_vendor_and_add_customer_link_a_party() {
|
|
let mut m = books("records");
|
|
let acme = m.add_party("Acme Design", &["contractor"]);
|
|
let v = m.ok("books.add_vendor", json!({"name": "ACME DESIGN"}));
|
|
assert_eq!(v["party_id"], json!(acme), "links the party of that name");
|
|
let c = m.ok("books.add_customer", json!({"name": "acme design"}));
|
|
assert_eq!(
|
|
c["party_id"],
|
|
json!(acme),
|
|
"the same party, as a customer too"
|
|
);
|
|
let p = m.party("Acme Design", 2026);
|
|
assert_eq!(
|
|
roles(&p["party"]),
|
|
["vendor", "contractor", "customer"],
|
|
"vendor and customer follow the records"
|
|
);
|
|
assert_eq!(p["party"]["vendor_id"], v["id"]);
|
|
assert_eq!(p["party"]["customer_id"], c["id"]);
|
|
// A new name makes a new party.
|
|
let w = m.ok("books.add_vendor", json!({"name": "Hosting Co"}));
|
|
assert_ne!(w["party_id"], json!(acme));
|
|
let listed = m.read_only("books.parties", json!({"role": "vendor", "year": 2026}));
|
|
assert_eq!(listed["parties"].as_array().unwrap().len(), 2);
|
|
let vendors = m.read_only("books.list_vendors", json!({}));
|
|
for v in vendors["vendors"].as_array().unwrap() {
|
|
assert!(v["party_id"].is_u64(), "{v}");
|
|
}
|
|
}
|
|
|
|
// ------------------------------------------------- tagging entries
|
|
|
|
#[test]
|
|
fn set_entry_party_tags_the_vendor_so_vendor_1099_counts_it() {
|
|
let mut m = books("tag-1099");
|
|
m.add_party("Landlord LLC", &["landlord"]);
|
|
m.ok("books.add_vendor", json!({"name": "Landlord LLC"}));
|
|
m.ok(
|
|
"books.set_vendor_1099",
|
|
json!({"vendor": "Landlord LLC", "form_1099": "misc"}),
|
|
);
|
|
let rent = m.post(
|
|
"2026-02-01",
|
|
json!({}),
|
|
&[("6999", "debit", "2500.00"), ("1000", "credit", "2500.00")],
|
|
);
|
|
let paid = |m: &mut Mcp| {
|
|
m.read_only("books.vendor_1099", json!({"year": 2026}))["vendors"][0]["paid"].clone()
|
|
};
|
|
assert_eq!(paid(&mut m), "0.00");
|
|
let e = m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": rent, "party": "landlord llc"}),
|
|
);
|
|
assert_eq!(e["party"], "Landlord LLC");
|
|
assert_eq!(e["vendor"], "Landlord LLC", "the vendor tag follows");
|
|
assert!(e["party_id"].is_u64());
|
|
assert_eq!(paid(&mut m), "2500.00");
|
|
assert_eq!(m.count("entry.party_set"), 1);
|
|
// Clearing clears both tags.
|
|
let e = m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": rent, "party": null}),
|
|
);
|
|
assert!(e["party"].is_null() && e["vendor"].is_null());
|
|
assert_eq!(paid(&mut m), "0.00");
|
|
// A party without a vendor record clears a vendor tag.
|
|
m.add_party("IRS", &["tax_agency"]);
|
|
m.ok(
|
|
"books.set_entry_vendor",
|
|
json!({"entry_id": rent, "vendor": "Landlord LLC"}),
|
|
);
|
|
let e = m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": rent, "party": "IRS"}),
|
|
);
|
|
assert_eq!(e["party"], "IRS");
|
|
assert!(e["vendor"].is_null());
|
|
// Refusals.
|
|
m.refuse(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": 999, "party": "IRS"}),
|
|
);
|
|
m.refuse(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": rent, "party": "Nobody"}),
|
|
);
|
|
}
|
|
|
|
#[test]
|
|
fn draft_entry_takes_a_party_and_refuses_a_mismatched_vendor() {
|
|
let mut m = books("draft-party");
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
m.ok("books.add_vendor", json!({"name": "Acme Design"}));
|
|
m.ok("books.add_vendor", json!({"name": "Hosting Co"}));
|
|
let id = m.draft("2026-03-01", json!({"party": "Acme Design"}), &[]);
|
|
let e = m.read_only("books.get_entry", json!({"entry_id": id}));
|
|
assert_eq!(e["party"], "Acme Design");
|
|
assert_eq!(e["vendor"], "Acme Design");
|
|
// Both, agreeing.
|
|
let id = m.draft(
|
|
"2026-03-02",
|
|
json!({"party": "Acme Design", "vendor": "Acme Design"}),
|
|
&[],
|
|
);
|
|
assert_eq!(
|
|
m.read_only("books.get_entry", json!({"entry_id": id}))["party"],
|
|
"Acme Design"
|
|
);
|
|
// A vendor alone tags its party too.
|
|
let id = m.draft("2026-03-03", json!({"vendor": "Hosting Co"}), &[]);
|
|
assert_eq!(
|
|
m.read_only("books.get_entry", json!({"entry_id": id}))["party"],
|
|
"Hosting Co"
|
|
);
|
|
// Refusals create no draft.
|
|
m.refuse(
|
|
"books.draft_entry",
|
|
json!({"date": "2026-03-04", "description": "x", "party": "Acme Design", "vendor": "Hosting Co"}),
|
|
);
|
|
m.refuse(
|
|
"books.draft_entry",
|
|
json!({"date": "2026-03-04", "description": "x", "party": "Nobody"}),
|
|
);
|
|
}
|
|
|
|
// ------------------------------------------------- books.party totals
|
|
|
|
/// A small year, computed by hand (see `PartyTotalsOut`): cash is 1000;
|
|
/// 2050 (card) and 2100 (members) are liabilities, so they count as money;
|
|
/// 2000 (payables) and 1200 (receivables) don't.
|
|
#[test]
|
|
fn party_totals_match_a_hand_computed_year() {
|
|
let mut m = books("totals");
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
let v = m.ok("books.add_vendor", json!({"name": "Acme Design"}))["id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
m.ok(
|
|
"books.set_vendor_1099",
|
|
json!({"vendor": "Acme Design", "form_1099": "nec"}),
|
|
);
|
|
let acme = json!({"party": "Acme Design"});
|
|
// Last year: not in 2026.
|
|
let e0 = m.post(
|
|
"2025-12-15",
|
|
acme.clone(),
|
|
&[("6000", "debit", "999.00"), ("1000", "credit", "999.00")],
|
|
);
|
|
// Paid from the bank: paid 500, 1099 500.
|
|
let e1 = m.post(
|
|
"2026-02-01",
|
|
acme.clone(),
|
|
&[("6000", "debit", "500.00"), ("1000", "credit", "500.00")],
|
|
);
|
|
// By card: paid 300, not in the 1099 (the card processor reports it).
|
|
let e2 = m.post(
|
|
"2026-03-01",
|
|
acme.clone(),
|
|
&[("6000", "debit", "300.00"), ("2050", "credit", "300.00")],
|
|
);
|
|
// A refund: received 50; the 1099 nets it.
|
|
let e3 = m.post(
|
|
"2026-05-01",
|
|
acme.clone(),
|
|
&[("1000", "debit", "50.00"), ("6000", "credit", "50.00")],
|
|
);
|
|
// Paid 100 and reversed: nets to nothing.
|
|
let e4 = m.post(
|
|
"2026-06-01",
|
|
acme.clone(),
|
|
&[("6000", "debit", "100.00"), ("1000", "credit", "100.00")],
|
|
);
|
|
let e4r = m.ok(
|
|
"books.reverse_entry",
|
|
json!({"entry_id": e4, "date": "2026-06-02", "description": "undo", "confirmed": true}),
|
|
)["reversal_id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
// A bill of 800 (not paid until paid), 300 of it paid from the bank.
|
|
let bill = m.ok(
|
|
"books.create_bill",
|
|
json!({"party_id": v, "date": "2026-07-01", "due_date": "2026-07-31",
|
|
"lines": [{"description": "Logo", "amount": "800.00"}]}),
|
|
);
|
|
let pay = m.ok(
|
|
"books.pay_bill",
|
|
json!({"document_id": bill["id"], "date": "2026-07-15", "amount": "300.00",
|
|
"cash_account": "1000"}),
|
|
)["entry_id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
// A draft: listed, never counted.
|
|
let d = m.draft(
|
|
"2026-08-01",
|
|
acme.clone(),
|
|
&[("6000", "debit", "70.00"), ("1000", "credit", "70.00")],
|
|
);
|
|
// Someone else's entry: not Acme's.
|
|
m.post(
|
|
"2026-02-02",
|
|
json!({}),
|
|
&[("6000", "debit", "40.00"), ("1000", "credit", "40.00")],
|
|
);
|
|
|
|
let p = m.party("Acme Design", 2026);
|
|
let t = &p["totals"];
|
|
assert_eq!(t["paid"], "1100.00", "500 + 300 + 100 - 100 + 300");
|
|
assert_eq!(t["received"], "50.00");
|
|
assert_eq!(t["billed"], "800.00");
|
|
assert_eq!(t["owed"], "500.00");
|
|
assert_eq!(t["invoiced"], "0.00");
|
|
assert_eq!(t["receivable"], "0.00");
|
|
assert_eq!(t["amount_1099"], "750.00", "500 - 50 + 100 - 100 + 300");
|
|
assert_eq!(t["form_1099"], "1099-NEC");
|
|
assert_eq!(t["gross_pay"], "0.00");
|
|
// The 1099 amount is books.vendor_1099's.
|
|
let w = m.read_only("books.vendor_1099", json!({"year": 2026}));
|
|
assert_eq!(w["vendors"][0]["paid"], "750.00");
|
|
// Every entry it is on, newest first, drafts included.
|
|
let ids: Vec<u64> = p["entries"]
|
|
.as_array()
|
|
.unwrap()
|
|
.iter()
|
|
.map(|e| e["entry_id"].as_u64().unwrap())
|
|
.collect();
|
|
let bill_entry = bill["entry_id"].as_u64().unwrap();
|
|
assert_eq!(ids, [d, pay, bill_entry, e4r, e4, e3, e2, e1, e0]);
|
|
let draft = &p["entries"][0];
|
|
assert_eq!(draft["status"], "draft");
|
|
assert_eq!(draft["total"], "70.00");
|
|
assert_eq!(p["entries"][3]["reversal_of"], json!(e4));
|
|
// Its bill.
|
|
let b = &p["bills"][0];
|
|
assert_eq!(b["id"], bill["id"]);
|
|
assert_eq!(b["total"], "800.00");
|
|
assert_eq!(b["paid"], "300.00");
|
|
assert_eq!(b["balance"], "500.00");
|
|
assert_eq!(b["status"], "partial");
|
|
assert_eq!(b["due_date"], "2026-07-31");
|
|
assert!(p["invoices"].as_array().unwrap().is_empty());
|
|
// Last year, on its own.
|
|
let last = m.party("Acme Design", 2025);
|
|
assert_eq!(last["year"], 2025);
|
|
assert_eq!(last["totals"]["paid"], "999.00");
|
|
assert_eq!(last["totals"]["billed"], "0.00");
|
|
assert_eq!(last["totals"]["owed"], "500.00", "owed is now, every year");
|
|
// The list carries the same paid and received.
|
|
let listed = m.read_only("books.parties", json!({"year": 2026}));
|
|
let row = &listed["parties"][0];
|
|
assert_eq!(row["paid"], "1100.00");
|
|
assert_eq!(row["received"], "50.00");
|
|
}
|
|
|
|
#[test]
|
|
fn party_totals_for_a_customer_a_member_and_a_prepaid() {
|
|
let mut m = books("totals-others");
|
|
let c = m.ok("books.add_customer", json!({"name": "Client Co"}))["id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
let inv = m.ok(
|
|
"books.create_invoice",
|
|
json!({"party_id": c, "date": "2026-03-01", "due_date": "2026-03-31",
|
|
"lines": [{"description": "Work", "amount": "1000.00"}]}),
|
|
);
|
|
let pay = m.ok(
|
|
"books.receive_payment",
|
|
json!({"document_id": inv["id"], "date": "2026-03-20", "amount": "600.00",
|
|
"cash_account": "1000"}),
|
|
)["entry_id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
let p = m.party("Client Co", 2026);
|
|
let t = &p["totals"];
|
|
assert_eq!(t["invoiced"], "1000.00");
|
|
assert_eq!(t["received"], "600.00", "the payment on its invoice");
|
|
assert_eq!(t["paid"], "0.00");
|
|
assert_eq!(t["receivable"], "400.00");
|
|
assert!(t["amount_1099"].is_null(), "no vendor record");
|
|
let ids: Vec<u64> = p["entries"]
|
|
.as_array()
|
|
.unwrap()
|
|
.iter()
|
|
.map(|e| e["entry_id"].as_u64().unwrap())
|
|
.collect();
|
|
assert_eq!(ids, [pay, inv["entry_id"].as_u64().unwrap()]);
|
|
assert_eq!(p["invoices"][0]["balance"], "400.00");
|
|
assert_eq!(p["invoices"][0]["status"], "partial");
|
|
|
|
m.add_party("Stephen", &["member"]);
|
|
let member = json!({"party": "Stephen"});
|
|
m.post(
|
|
"2026-01-02",
|
|
member.clone(),
|
|
&[("1000", "debit", "2000.00"), ("3000", "credit", "2000.00")],
|
|
);
|
|
m.post(
|
|
"2026-09-30",
|
|
member,
|
|
&[("3000", "debit", "500.00"), ("1000", "credit", "500.00")],
|
|
);
|
|
let t = m.party("Stephen", 2026)["totals"].clone();
|
|
assert_eq!(t["received"], "2000.00", "a contribution");
|
|
assert_eq!(t["paid"], "500.00", "a distribution");
|
|
|
|
// A prepaid bought with a member's card: an asset, paid by a liability.
|
|
m.add_party("Insurer", &[]);
|
|
m.post(
|
|
"2026-04-01",
|
|
json!({"party": "Insurer"}),
|
|
&[("1300", "debit", "1200.00"), ("2100", "credit", "1200.00")],
|
|
);
|
|
let t = m.party("Insurer", 2026)["totals"].clone();
|
|
assert_eq!(t["paid"], "1200.00");
|
|
assert_eq!(t["received"], "0.00");
|
|
}
|
|
|
|
// ------------------------------------------------- payroll
|
|
|
|
#[test]
|
|
fn payroll_names_the_employee_party() {
|
|
let mut m = books("payroll");
|
|
let pat = m.add_party("Pat Doe", &["employee"]);
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
// Not an employee: refused, nothing written.
|
|
m.refuse(
|
|
"books.run_payroll",
|
|
json!({"date": "2026-02-15", "cash_account": "1000", "lines": [pat_line("Acme Design")]}),
|
|
);
|
|
m.refuse(
|
|
"books.run_payroll",
|
|
json!({"date": "2026-02-15", "cash_account": "1000", "lines": [pat_line("Nobody")]}),
|
|
);
|
|
// Neither employee nor name.
|
|
let mut nameless = pat_line("Pat Doe");
|
|
nameless.as_object_mut().unwrap().remove("employee");
|
|
m.refuse(
|
|
"books.run_payroll",
|
|
json!({"date": "2026-02-15", "cash_account": "1000", "lines": [nameless]}),
|
|
);
|
|
let run = m.ok(
|
|
"books.run_payroll",
|
|
json!({"date": "2026-02-15", "cash_account": "1000", "lines": [pat_line("pat doe")]}),
|
|
);
|
|
let p = m.party(&pat.to_string(), 2026);
|
|
let line = &p["payroll"][0];
|
|
assert_eq!(line["run_id"], run["run_id"]);
|
|
assert_eq!(line["entry_id"], run["entry_id"]);
|
|
assert_eq!(line["date"], "2026-02-15");
|
|
assert_eq!(line["gross_pay"], "1000.00");
|
|
assert_eq!(line["net_pay"], "773.50", "1000 - 100 - 50 - 62 - 14.50");
|
|
assert_eq!(p["totals"]["gross_pay"], "1000.00");
|
|
assert_eq!(p["totals"]["net_pay"], "773.50");
|
|
// The run record carries the employee's name by default.
|
|
let journal = String::from_utf8(m.journal()).unwrap();
|
|
assert!(
|
|
journal.contains("\"employee_name\":\"Pat Doe\""),
|
|
"{journal}"
|
|
);
|
|
assert_eq!(m.party("Pat Doe", 2025)["totals"]["gross_pay"], "0.00");
|
|
}
|
|
|
|
/// The books verify (replay and the SQLite projection) after a payroll run
|
|
/// that names its employee party.
|
|
#[test]
|
|
fn books_verify_after_payroll_with_an_employee_party() {
|
|
let mut m = books("payroll-verify");
|
|
m.add_party("Pat Doe", &["employee"]);
|
|
m.ok(
|
|
"books.run_payroll",
|
|
json!({"date": "2026-02-15", "cash_account": "1000", "lines": [pat_line("Pat Doe")]}),
|
|
);
|
|
let v = m.ok("books.verify", json!({}));
|
|
assert_eq!(v["status"], "ok", "{v}");
|
|
}
|
|
|
|
// ------------------------------------------------- books.parties
|
|
|
|
#[test]
|
|
fn parties_lists_by_id_and_filters_by_role() {
|
|
let mut m = books("list");
|
|
let a = m.add_party("Acme Design", &["contractor"]);
|
|
let i = m.add_party("IRS", &["tax_agency"]);
|
|
let b = m.add_party("Bluevine", &["financial_institution"]);
|
|
let all = m.read_only("books.parties", json!({}));
|
|
assert!(all["year"].is_i64(), "defaults to this year");
|
|
let ids: Vec<u64> = all["parties"]
|
|
.as_array()
|
|
.unwrap()
|
|
.iter()
|
|
.map(|p| p["party_id"].as_u64().unwrap())
|
|
.collect();
|
|
assert_eq!(ids, [a, i, b]);
|
|
let row = &all["parties"][0];
|
|
assert_eq!(row["name"], "Acme Design");
|
|
assert_eq!(row["label"], "Acme Design");
|
|
assert_eq!(roles(row), ["contractor"]);
|
|
assert_eq!(row["w9_on_file"], false);
|
|
assert!(row["tin_last4"].is_null());
|
|
assert_eq!(row["paid"], "0.00");
|
|
let agencies = m.read_only("books.parties", json!({"role": "tax_agency"}));
|
|
assert_eq!(agencies["parties"].as_array().unwrap().len(), 1);
|
|
assert_eq!(agencies["parties"][0]["party_id"], json!(i));
|
|
m.refuse("books.parties", json!({"role": "wizard"}));
|
|
}
|
|
|
|
// ------------------------------------------------- books.show { party }
|
|
|
|
#[test]
|
|
fn show_opens_a_party_by_name_or_id() {
|
|
let mut m = books("show");
|
|
let a = m.add_party("Acme Design", &[]);
|
|
let s = m.read_only("books.show", json!({"party": "acme design"}));
|
|
assert!(s["shown"].as_str().unwrap().contains("Acme Design"), "{s}");
|
|
m.read_only("books.show", json!({"party": a.to_string()}));
|
|
m.read_only("books.show", json!({"page": "parties"}));
|
|
m.refuse("books.show", json!({"party": "Nobody"}));
|
|
m.refuse(
|
|
"books.show",
|
|
json!({"party": "Acme Design", "page": "parties"}),
|
|
);
|
|
}
|
|
|
|
// ------------------------------------------------- never a full TIN out
|
|
|
|
/// No tool output in a session full of party facts holds a nine-digit run.
|
|
#[test]
|
|
fn no_party_output_holds_a_full_tin() {
|
|
let mut m = books("no-tin");
|
|
m.add_party("Acme Design", &["contractor"]);
|
|
m.ok("books.add_vendor", json!({"name": "Acme Design"}));
|
|
m.ok("books.set_w9", w9("Acme Design"));
|
|
for args in [
|
|
json!({"name": "Acme 123456789"}),
|
|
json!({"name": "Acme 123 45 6789"}),
|
|
] {
|
|
m.refuse("books.add_party", args);
|
|
}
|
|
let outs = [
|
|
m.read_only("books.parties", json!({"year": 2026})),
|
|
m.party("Acme Design", 2026),
|
|
m.read_only("books.list_vendors", json!({})),
|
|
];
|
|
for out in outs {
|
|
let text = out.to_string();
|
|
let digits: Vec<usize> = text
|
|
.split(|c: char| !c.is_ascii_digit())
|
|
.map(str::len)
|
|
.collect();
|
|
assert!(digits.iter().all(|&n| n < 9), "{text}");
|
|
}
|
|
}
|
|
|
|
// ---------------------------------------------------------------- [books] parties
|
|
|
|
/// Books with the chart and extra `[books]` TOML.
|
|
fn books_with(name: &str, extra: &str) -> Mcp {
|
|
let dir = test_dir(name);
|
|
let toml = books_toml(&dir, "Spec Co", extra);
|
|
let mut m = Mcp::start(&dir, &toml);
|
|
m.accounts(CHART);
|
|
m
|
|
}
|
|
|
|
/// Oracle: PostEntryOut party fields and the "suggest" default
|
|
/// (docs/parties-and-attachments.md "Counterparties"): an untagged preview
|
|
/// names likely parties (description, then the same description on an
|
|
/// earlier tagged entry); nothing is refused.
|
|
#[test]
|
|
fn suggest_names_likely_parties_and_refuses_nothing() {
|
|
let mut m = books("suggest");
|
|
assert_eq!(
|
|
m.read_only("books.settings", json!({}))["parties"],
|
|
"suggest"
|
|
);
|
|
let apple = m.add_party("Apple Inc.", &[]);
|
|
let id = m.ok(
|
|
"books.draft_entry",
|
|
json!({"date": "2026-03-01", "description": "APPLE.COM/BILL iCloud"}),
|
|
)["entry_id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
m.ok(
|
|
"books.add_line",
|
|
json!({"entry_id": id, "account": "6999", "side": "debit", "amount": "2.99"}),
|
|
);
|
|
m.ok(
|
|
"books.add_line",
|
|
json!({"entry_id": id, "account": "2050", "side": "credit", "amount": "2.99"}),
|
|
);
|
|
let pv = m.ok("books.post_entry", json!({"entry_id": id}));
|
|
assert_eq!(pv["party_policy"], "suggest");
|
|
assert_eq!(pv["party_missing"], true);
|
|
assert_eq!(pv["party_suggestions"][0]["party_id"], apple);
|
|
assert_eq!(
|
|
pv["party_suggestions"][0]["why"],
|
|
"named in the description"
|
|
);
|
|
m.ok(
|
|
"books.post_entry",
|
|
json!({"entry_id": id, "confirmed": true}),
|
|
);
|
|
// Tagged: the next entry with the same description is suggested from it.
|
|
m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": id, "party": apple.to_string()}),
|
|
);
|
|
let other = m.add_party("Zed", &[]);
|
|
let _ = other;
|
|
let id2 = m.ok(
|
|
"books.draft_entry",
|
|
json!({"date": "2026-04-01", "description": "APPLE.COM/BILL iCloud"}),
|
|
)["entry_id"]
|
|
.as_u64()
|
|
.unwrap();
|
|
m.ok(
|
|
"books.add_line",
|
|
json!({"entry_id": id2, "account": "6999", "side": "debit", "amount": "2.99"}),
|
|
);
|
|
m.ok(
|
|
"books.add_line",
|
|
json!({"entry_id": id2, "account": "2050", "side": "credit", "amount": "2.99"}),
|
|
);
|
|
let pv = m.ok("books.post_entry", json!({"entry_id": id2}));
|
|
let s = pv["party_suggestions"].as_array().unwrap();
|
|
assert_eq!(s.len(), 1, "one party, listed once: {s:?}");
|
|
assert_eq!(s[0]["party_id"], apple);
|
|
}
|
|
|
|
/// Oracle: "require": posting is refused (party_required) and journals
|
|
/// nothing until the entry names a party or is marked as having none;
|
|
/// no_party_reason is refused alongside a party.
|
|
#[test]
|
|
fn require_refuses_until_tagged_or_marked_none() {
|
|
let mut m = books_with("require", "parties = \"require\"\n");
|
|
assert_eq!(
|
|
m.read_only("books.settings", json!({}))["parties"],
|
|
"require"
|
|
);
|
|
let bank = m.add_party("Bluevine", &["financial_institution"]);
|
|
let id = m.draft(
|
|
"2026-03-01",
|
|
json!({}),
|
|
&[("6999", "debit", "5.00"), ("1000", "credit", "5.00")],
|
|
);
|
|
let before = m.journal();
|
|
let e = m.refuse(
|
|
"books.post_entry",
|
|
json!({"entry_id": id, "confirmed": true}),
|
|
);
|
|
assert!(e.contains("party_required"), "{e}");
|
|
assert_eq!(m.journal(), before, "refusal journals nothing");
|
|
m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": id, "party": bank.to_string()}),
|
|
);
|
|
let pv = m.ok(
|
|
"books.post_entry",
|
|
json!({"entry_id": id, "confirmed": true}),
|
|
);
|
|
assert_eq!(pv["status"], "posted");
|
|
assert_eq!(pv["party_id"], bank);
|
|
// Marked none at draft time: posts, and the reason is journaled.
|
|
let t = m.draft(
|
|
"2026-03-02",
|
|
json!({"no_party_reason": "transfer between own accounts"}),
|
|
&[("1300", "debit", "1.00"), ("1000", "credit", "1.00")],
|
|
);
|
|
let pv = m.ok(
|
|
"books.post_entry",
|
|
json!({"entry_id": t, "confirmed": true}),
|
|
);
|
|
assert_eq!(pv["no_party_reason"], "transfer between own accounts");
|
|
assert_eq!(pv["party_missing"], false);
|
|
assert_eq!(m.count("entry.no_party"), 1);
|
|
// Both at once is refused.
|
|
let e = m.refuse(
|
|
"books.draft_entry",
|
|
json!({"date": "2026-03-03", "description": "x", "party": "Bluevine", "no_party_reason": "none"}),
|
|
);
|
|
assert!(e.contains("no_party_reason"), "{e}");
|
|
let e = m.refuse(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": t, "party": "Bluevine", "no_party_reason": "none"}),
|
|
);
|
|
assert!(e.contains("not both"), "{e}");
|
|
// Tagging later clears the mark; marking again needs no party.
|
|
m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": t, "party": "Bluevine"}),
|
|
);
|
|
m.ok(
|
|
"books.set_entry_party",
|
|
json!({"entry_id": t, "no_party_reason": "own-account transfer"}),
|
|
);
|
|
let r = m.read_only("books.verify", json!({}));
|
|
assert_eq!(r["status"], "ok", "{r}");
|
|
}
|
|
|
|
/// Oracle: "off": the preview never raises a party; a bad value is a
|
|
/// settings error.
|
|
#[test]
|
|
fn off_never_raises_it() {
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|
let mut m = books_with("off", "parties = \"off\"\n");
|
|
m.add_party("Apple", &[]);
|
|
let id = m.draft(
|
|
"2026-03-01",
|
|
json!({}),
|
|
&[("6999", "debit", "5.00"), ("1000", "credit", "5.00")],
|
|
);
|
|
let pv = m.ok("books.post_entry", json!({"entry_id": id}));
|
|
assert_eq!(pv["party_missing"], false);
|
|
assert!(pv["party_suggestions"].as_array().unwrap().is_empty());
|
|
m.ok(
|
|
"books.post_entry",
|
|
json!({"entry_id": id, "confirmed": true}),
|
|
);
|
|
}
|