swaitsandClaude Opus 5.5
b5af21bb0e
Every statement export rendered life-of-ledger totals under whatever date range or as-of label was asked for, and the P&L and balance sheet XLSX were totals-only. Now: - books.profit_and_loss / books.balance_sheet and the csv, json, xlsx, pdf exports and CPA package all use core's profit_and_loss_for_period and balance_sheet_as_of, with a line per account. The tools keep their totals and add revenue/expense/asset/liability/equity account lines. An omitted start is the first posted entry, never "0001-01-01". - ledger-import::report lays a statement out once (section, line, subtotal, total) for every renderer, with one exact amount formatter: thousands separators, negatives in parentheses, no floats. XLSX keeps numeric cells with an accounting number format, named sheets, company header, totals with borders; the trial balance gains its totals row. - ledger-mcp reads wanderbooks.toml (next to --data-dir, or --books-toml): company name for headers, fiscal_year_start for the CPA package's fiscal year to date (end derived; Feb 29 rejected), and [books] receipt_threshold, which the server had been ignoring. config.json's receipt_policy still wins when set. New dependency: toml 1.x (already in the lockfile via another crate). - Store::journal_seq(); every report notes the journal seq it reflects. Tests: company.rs unit tests (fiscal years incl. a July start, scaffold parsing, bad settings); report.rs formatting tests; an MCP stdio test with --books-toml (threshold 5.00 enforced, February-only P&L with account lines, start defaults to the first entry, as-of balance sheet). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
34 lines
863 B
TOML
34 lines
863 B
TOML
[package]
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name = "ledger-mcp"
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version = "0.1.0"
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edition.workspace = true
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license.workspace = true
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repository.workspace = true
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description = "MCP server for wanderbooks: the AI-first bookkeeping interface over ledger-store."
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[[bin]]
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name = "ledger-mcp"
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path = "src/main.rs"
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[dependencies]
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ledger-core = { path = "../ledger-core" }
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ledger-store = { path = "../ledger-store" }
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ledger-import = { path = "../ledger-import" }
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base64 = "0.22"
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mime_guess = "2"
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rust_decimal = "1"
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rmcp = { version = "3", features = ["server", "transport-io", "schemars", "transport-streamable-http-server"] }
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axum = "0.8"
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tower = "0.5"
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schemars = "1"
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serde = { version = "1", features = ["derive"] }
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serde_json = "1"
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chrono = "0.4"
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thiserror = "2"
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tokio = { version = "1", features = ["rt-multi-thread", "macros", "io-util", "sync"] }
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zip = "9.0.1"
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toml = "1"
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[lints]
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workspace = true
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