docs(plan): P5 and P8 landed; P11a through step 3
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
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@@ -826,15 +826,15 @@ One row per unit of work. A unit is what one engineer takes into one git worktre
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| P4b S6 | Paying on terms: multi-document payments, discounts, the processor fee, bills due, aging exports | landed 2026-10-29 (`be580598`; no schema change; law 36); `confirmed` deferred to P4 | S4.1 (`Terms`), U0a | S5, S7, P6 | `documents_v2` | 8-10 |
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| P4b S7 | Bad debts (write-offs) | landed 2026-10-29 (`7ebeeed2`; law 37; `just prove` green) | S1; S4.3 for the same-call evidence attach; U0a | S4.4 onward, S5, S6 | `documents_v2` | 4-6 |
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| P4 | Draft states, the evidence gate in one place, the preview digest, the digest tool | not started | S4-S7 merged (one sweep over every confirm tool), U0b | P6, P9a, P11a, P13 | `drafts_v2` (same upgrade as `documents_v2`, D-52) | 8-10 |
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| P5 | Agent surface complete: the result envelope, prompts, `books.start` v2, journal history, agent evals | in progress (wave 2, branch `P5`); merges after P8 | P4, U0b; the envelope step is single-owner and merges when no other MCP branch is open | P6, P9a, P11a, P13 | `source_revisions` | 10-12 |
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| P5 | Agent surface complete: the result envelope, prompts, `books.start` v2, journal history, agent evals | landed 2026-10-29 (`d9d63b16`; no schema change; the viewer keeps its own describer, see the As-built block) | P4, U0b; the envelope step is single-owner and merges when no other MCP branch is open | P6, P9a, P11a, P13 | `source_revisions` | 10-12 |
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| P6 | Evidence pipeline: extraction, dedup, annotations, company record categories | landed 2026-10-29 (`9351f89d`, schema 18, with the integration fixes `b66fc893`, `0cbb49b6`, `fb83af59`, `6c26160e`, `bfd453b6`); the `ledger-store` → `ledger-import` dependency is Q-9 | U0a, U0b | S4-S7, P4, P5 (not its envelope step), P9a, P11a, P13 | `attachment_text` | 8-10 |
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| P7 | The TIN scanner's separators; vault v2 closed (D-48) | landed 2026-10-26 (`3e65c83f`) | none | everything | none | 1 |
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| P8 | Audit and attestations | in progress (wave 2, branch `P8`) | P6 (extraction), P4 (drafts), U0b | P9a, P11a, P13 | `audits` | 10-12 |
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| P8 | Audit and attestations | landed 2026-10-29 (schema 20; `policy.cpa_package_requires_audit` unset refuses once the books hold an audit run, see the As-built block) | P6 (extraction), P4 (drafts), U0b | P9a, P11a, P13 | `audits` | 10-12 |
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| P9a | Self-host recipe, `books adopt` move with the head check, static bearer over a tunnel, the two-user CI job | landed 2026-10-27 (`c8541ea9`); Done-when 1 verified 2026-10-29 (the two-user job green on `fb83af59`, after `79fb7ff2` gave the server account the fixture copies); Done-when 2 (the recipe on a clean VM) is the owner's | none (code); a second machine to try it on | everything | none | 3-4 |
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| P9b | claude.ai through an external identity provider (D-7 b, Q-6) | not planned until Q-6 is answered | P9a | | | |
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| P9c | Remote viewer replica, invitations | not planned (D-51) | | | | |
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| P10 | The re-audit runbook and its CI mirror; the owner runs the re-audit | not started | P5, P6, P8 | P11a, P13 | none | 1 (+ owner days) |
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| P11a | Packaging and updates: step 0 the platform groundwork, the trial, `wanderbooks update`/`rollback`, Linux packages, signing, macOS and Windows bundles | in progress: step 0 landed 2026-10-29 (`5e220cca`) for the macOS keyring store and the portable CI job; **the keyring stores go away under D-63 (unit U0e)** and native Windows is its own unit P11c (D-62); steps 1-7 open, macOS and Linux first | none (code); certificates and keys from the owner for the signing steps; Q-4 before the manifest step | everything | none | 20-25 |
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| P11a | Packaging and updates: step 0 the platform groundwork, the trial, `wanderbooks update`/`rollback`, Linux packages, signing, macOS and Windows bundles | in progress: step 0 (the portable CI job) and steps 1 (Linux), 2, 3 landed 2026-10-29 (`5e220cca`, `54312b39`: update/rollback, the Linux packages and repositories, the AppImage); steps 4-7 open; Q-4 before step 5; an open AppImage keeps running the old image until the books reopen (next step) | none (code); certificates and keys from the owner for the signing steps; Q-4 before the manifest step | everything | none | 20-25 |
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| P11b | The agent dock and books homes | not started | P11a (an installed app to dock into) | P12 | none | 8-10 |
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| P11c | The native Windows port: named pipes with the SID check, owner-only DACLs, file locking, the `%LOCALAPPDATA%` data root, the Windows CI job made gating (D-62) | in progress (wave 2, branch `P11c`) | U0e; P11a step 0 (the portable job) | P11b, P12 | none | 5-8 |
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| P12 | Max testing, again | not started | everything else merged | | none | 2-3 (+ machine time) |
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