merge: P4b S5, sent tracking (branch S5, ad649be3)

The second of the paused branches. invoice.sent, Ledger::mark_sent (with
its Lean step), books.mark_sent in its own group, the two attention
items, schema 17. Conflicts, resolved as plan 8.0.2 says: the shared
over-the-wire test file crates/ledger-cli/tests/documents.rs (S4.4's
file kept whole, S5's test appended, its create call given the
confirmed: true the S4.4 contract now needs), types.rs (both appends
kept), docs/parity.md (the review's oracle row and S5's new row).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp

crates/ledger-cli/tests/attention_parity.rs

@@ -250,3 +250,50 @@ fn the_viewer_and_books_start_see_the_same_attention() {
         compare_and_expect(&place, &mut wire, today, "doesn't match the journal");
     }
 }
+
+/// Plan P4b S5, step 4 (R-F): an issued invoice nobody marked sent is on
+/// the viewer's list and in `books.start`'s next steps, from the one
+/// engine, with the step naming `books.mark_sent`.
+#[test]
+fn an_unsent_invoice_is_on_both_lists() {
+    let today = ledger_core::settings::today_in(None);
+    let place = common::Place::new("attention-unsent-parity");
+    let dir = place.books_data();
+    let _ = std::fs::remove_dir_all(&dir);
+    let mut st = ledger_store::Store::create(&dir, Currency::USD).unwrap();
+    st.add_account("1000", "Checking", AccountType::Asset, None, false)
+        .unwrap();
+    let client = st.add_customer("Harbor Client").unwrap();
+    st.create_invoice_with(
+        client,
+        today - chrono::Days::new(40),
+        today + chrono::Days::new(20),
+        vec![ledger_core::arap::DocumentLine {
+            description: "Consulting".into(),
+            amount: Decimal::new(50_000, 2),
+            class_id: None,
+            account: None,
+            quantity: None,
+            unit_price: None,
+        }],
+        ledger_core::arap::InvoiceFields {
+            number: Some("INV-0001".into()),
+            ..Default::default()
+        },
+    )
+    .unwrap();
+    drop(st);
+    let mut wire = place.start(Some(SETTINGS));
+    wire.initialize("attention-unsent-parity");
+    compare_and_expect(&place, &mut wire, today, "Invoice INV-0001 was never sent");
+    // The step offers the fix: books.mark_sent on that invoice.
+    let answer = start(&mut wire);
+    let step = answer["next_steps"]
+        .as_array()
+        .unwrap()
+        .iter()
+        .find(|s| s["why"] == json!("Invoice INV-0001 was never sent"))
+        .unwrap_or_else(|| panic!("no unsent step: {answer}"));
+    assert_eq!(step["tool"], json!("books.mark_sent"), "{answer}");
+    assert_eq!(step["args"]["invoice"], json!("invoice:1"), "{answer}");
+}

crates/ledger-cli/tests/documents.rs

@@ -709,3 +709,89 @@ fn an_invoice_bill_to_uses_the_billing_details() {
     assert_eq!(bill_to["phone"], "555-0100", "{bill_to}");
     assert_eq!(bill_to["shipping_address"], "Gate 2", "{bill_to}");
 }
+
+// P4b S5: sent tracking (merged from branch S5).
+
+/// Two sends on one invoice: the first the original (defaults: the
+/// token's name, email, today's company day), the second a reminder with
+/// the channel's message id; then `books.documents` shows the last send
+/// and `books.document` the whole record.
+#[test]
+fn mark_sent_records_who_and_how() {
+    let books = common::Books::new("p4b-s5-mark-sent");
+    let mut wire = books.session("p4b-s5");
+    let customer =
+        common::answer_of(&wire.call("books.add_customer", json!({"name": "Fernhill Labs"})))
+            .unwrap()["id"]
+            .as_u64()
+            .unwrap();
+    let invoice = common::answer_of(&wire.call(
+        "books.create_invoice",
+        json!({"party_id": customer, "date": "2026-03-01", "due_date": "2026-03-31",
+               "lines": [{"description": "Design", "amount": "1200.00"}], "confirmed": true}),
+    ))
+    .unwrap()["id"]
+        .as_u64()
+        .unwrap();
+
+    let first = common::answer_of(&wire.call(
+        "books.mark_sent",
+        json!({"invoice": format!("invoice:{invoice}"), "on": "2026-03-05",
+               "by": "Avery Quill", "recipients": ["billing@fernhill.example"]}),
+    ))
+    .unwrap();
+    assert_eq!(first["invoice"], json!(format!("invoice:{invoice}")));
+    assert_eq!(first["sends"][0]["on"], json!("2026-03-05"));
+    assert_eq!(first["sends"][0]["by"], json!("Avery Quill"));
+    assert_eq!(
+        first["sends"][0]["via"],
+        json!("email"),
+        "the default channel"
+    );
+    assert_eq!(first["sends"][0]["to"], json!(["billing@fernhill.example"]));
+    assert_eq!(
+        first["sends"][0]["kind"],
+        json!("original"),
+        "the first send is the original"
+    );
+
+    // The second names no `by`, `via` or `kind`: this session's token
+    // (the agent), email, and a reminder now that one send is recorded.
+    let second = common::answer_of(&wire.call(
+        "books.mark_sent",
+        json!({"invoice": invoice.to_string(), "on": "2026-03-20",
+               "recipients": ["billing@fernhill.example"], "reference": "msg-2",
+               "note": "Second copy"}),
+    ))
+    .unwrap();
+    let sends = second["sends"].as_array().unwrap();
+    assert_eq!(sends.len(), 2, "{second}");
+    assert_eq!(sends[1]["by"], json!("test"), "the token's name");
+    assert_eq!(sends[1]["via"], json!("email"));
+    assert_eq!(sends[1]["kind"], json!("reminder"));
+    assert_eq!(sends[1]["reference"], json!("msg-2"));
+    assert_eq!(sends[1]["note"], json!("Second copy"));
+
+    let listed =
+        common::answer_of(&wire.call("books.documents", json!({"kind": "invoices"}))).unwrap();
+    assert_eq!(
+        listed["documents"][0]["ref"],
+        json!(format!("invoice:{invoice}"))
+    );
+    assert_eq!(
+        listed["documents"][0]["last_sent"],
+        json!("2026-03-20"),
+        "the list shows the latest send"
+    );
+    let one = common::answer_of(&wire.call(
+        "books.document",
+        json!({"ref": format!("invoice:{invoice}"), "as_of": "2026-03-31"}),
+    ))
+    .unwrap();
+    assert_eq!(one["sends"].as_array().unwrap().len(), 2);
+    assert_eq!(
+        one["outstanding"],
+        json!("1200.00"),
+        "a send changes no figure"
+    );
+}

crates/ledger-cli/tests/format_upgrade.rs

@@ -760,6 +760,16 @@ fn books_p2_served_cut_over_whole() {
     // A project by name alone is a plain class, which P2 reads.
     a.call("books.add_project", json!({"name": "Lighthouse"}))
         .unwrap();
+    // An invoice for the send below: a document P2 reads (no new fields),
+    // so it is written before the go-ahead; its send waits for it.
+    let invoice = a
+        .call(
+            "books.create_invoice",
+            json!({"party_id": 1, "date": "2026-01-05", "due_date": "2026-02-04",
+                   "lines": [{"description": "Design", "amount": "400.00"}], "confirmed": true}),
+        )
+        .unwrap()["id"]
+        .clone();
     let waiting = journal(&dir);
     let refused: Vec<(&str, Value)> = vec![
         // An invoice carrying documents_v2's fields (terms: P4b S4.4) and
@@ -793,6 +803,13 @@ fn books_p2_served_cut_over_whole() {
             json!({"decided_by": "Avery Quill",
                    "changes": [{"key": "invoicing.default_terms", "value": "Net 30"}]}),
         ),
+        // A recorded send (invoice.sent, documents_v2, P4b S5): an older
+        // version refuses the type.
+        (
+            "books.mark_sent",
+            json!({"invoice": invoice.to_string(), "on": "2026-01-06",
+                   "by": "Avery Quill", "recipients": ["billing@fernhill.example"]}),
+        ),
         (
             "books.add_account",
             json!({"code": "4900", "name": "Gain on sale", "account_type": "revenue",

crates/ledger-cli/tests/mcp_journeys.rs

@@ -125,7 +125,7 @@ fn mcp_end_to_end() {
     // Tool listing: the narrow tools; chart is read-only.
     let list = mcp.request("tools/list", json!({}));
     let tools = list["result"]["tools"].as_array().unwrap();
-    assert_eq!(tools.len(), 122, "expected 122 tools, got {}", tools.len());
+    assert_eq!(tools.len(), 123, "expected 123 tools, got {}", tools.len());
     // Files come in as tool input: books.begin_upload, never a local path.
     assert!(tools.iter().any(|t| t["name"] == "books.begin_upload"));
     assert!(!tools.iter().any(|t| t["name"] == "books.import_local_file"));

crates/ledger-cli/tests/spec_mcp.rs

@@ -906,6 +906,13 @@ fn happy_path(name: &str) -> Mcp {
         json!({"kind": "invoices", "status": "all"}),
     );
     m.ok("books.document", json!({"ref": format!("invoice:{inv}")}));
+    // P4b S5: the invoice went out (the books record the send, never make it).
+    m.ok(
+        "books.mark_sent",
+        json!({"invoice": format!("invoice:{inv}"), "on": "2026-02-03",
+               "by": "Avery Quill", "recipients": ["billing@client.example"],
+               "reference": "msg-1"}),
+    );
 
     // Fixed assets.
     let registered = m.ok(