plan: P0 notes
check / check (push) Canceled after 0s

plan/served.md: defect 21 (found in P0: the CPA package's
general-journal.iif ignores as_of, so an as-of package includes entries
dated after it; its xlsx and csv files respect it) joins the defect
count, P3 beside defect 7, and the P10 re-run; 5.6 records that the
first company's goldens are kept privately in its own books dir
(export_cpa_package zips plus a canonical JSON form made by its
goldens/canon.py, which normalizes per-export text, with the comparison
protocol in its README), not in this public repo, by decision.
plan/STATUS.md: P0 is in final review.

Review round 3: STATUS says what is true (P0 in final review, the
mutation runs done).

Adds defect 22 (depreciation through an asset's final month plugs to
the full amount mid-month) to P3 and to the P10 re-audit.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
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swaitsandClaude Opus 5.5 committed 2026-10-17 09:25:00 -06:00
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# STATUS — 2026-10-16: "Served" planned, P0 paused mid-build
# STATUS — 2026-10-16: "Served" planned, P0 in final review
## Now: Served (plan/served.md), paused 2026-10-16
## Now: Served (plan/served.md), P0 in final review
The 2026-10-16 audit of the first company's books (62 verified findings,
20 engine defects) and the design discussion that followed produced
`plan/served.md`: the books become a server that owns its data, agents
reach them only through the MCP from anywhere, settings and conventions
move into the journal, no scaffold. Phases P0-P10; the owner's decisions
of 2026-10-16 are at the top of the plan and bind every phase.
of 2026-10-16 are at the top of the plan and bind every phase. A 21st
defect turned up in P0 (the CPA package's IIF ignores `as_of`; P3).
**Paused** on 2026-10-16 to save the owner's weekly usage credits. Resume
lean: finish work solo or with one reviewer; big multi-agent fan-outs
only when the owner asks.
Resume lean: finish work solo or with one reviewer; big multi-agent
fan-outs only when the owner asks.
**P0 (guard rails) state** — three jj workspaces beside this checkout,
none merged into `main` (main = the plan commit only):
| Workspace | Change | State |
|---|---|---|
| `../wanderbooks-p0-misc` | `qntm` "P0: pin dev tools, honest transports doc, tools-only template" | done, committed, gates run for ledger-cli |
| `../wanderbooks-p0-mcp` | `nuxl` WIP (~1,600 lines, 26 files) | stopped mid-build: import_local_file lockdown (roots = downloads + system temp; refuse data dir, books dir, vault, key dir, symlink escapes), tool annotations on all tools, short connect text + `books.handbook` tool/resources, bare `books://digest`, tokio mutex + spawn_blocking. Unknown how far each item got; not gated |
| `../wanderbooks-p0-store` | `vnqq` WIP (~1,100 lines, 15 files) | stopped mid-build: `StoreError::NewerJournal`, `journal.format_set`, GUI/Snapshot distinction. Not gated |
**To resume P0:** in each WIP workspace, diff against main, finish the
items listed under "### P0" in `plan/served.md` (scope, tests, acceptance),
run `just check` there; then stack misc -> store -> mcp on `main` in the
default workspace, run `just check` and `cargo mutants --in-diff` on the
P0 diff (output under ~/.cache/wanderbooks/mutants), one adversarial
review, push (origin + github), `jj workspace forget` the three and
delete their directories. After P0 lands, the owner reconnects the MCP
(`/mcp` or a new session) so the new connect text loads.
**P0 (guard rails) state:** built and gated, stacked on `main` in the
default workspace (not merged, not pushed), through two review rounds:
`qntm` (pins, transports doc, tools-only template), `vnqq` (the store's
format gate: newer is not corrupt; the envelope and its hash frozen
across formats; no repair of newer books), `nuxl` (connect text and
handbook, annotations, the import roots' lockdown, fail closed, no file
with a full TIN filed into the books), `rros` (docs), and this plan note.
`just check` passes on the stack, and `cargo mutants --in-diff` has run
on the P0 diff, every round (counts in `docs/testing.md`; output under
~/.cache/wanderbooks/mutants). Left for P0: the owner's final review,
then move `main` and push (origin + GitHub); the three P0 workspaces are
already gone. After P0 lands, the owner reconnects
the MCP (`/mcp` or a new session) so the new connect text loads.
**Before-snapshots for later phases:** the first company's reports as of
2026-10-11 and 2026-10-16 (journal head `d1ccd2fd…`, 355 events) are
saved in that books dir under `goldens/p0-2026-10-16/` (exported through
the MCP, no TINs). P1+ must reproduce them except where the P3 change log
the MCP, no TINs), privately, by decision, never in this public repo
(plan 5.6). P1+ must reproduce them except where the P3 change log
adjudicates a difference (cash flow, defect 1).
**Then:** P1 (journal-native settings and conventions), P2 (serve locally,