plan: one app for Windows, Mac and Linux (P11); backups restore (P2)
check / check (push) Canceled after 0s

Owner, 2026-10-17. D-19 settled: one installer and updater per
system; server, viewer and CLI ship together but stay separate
programs; no launcher; the viewer gains back up, export, restore and
new books (the last two through the server). P2 gains verified,
non-destructive restore onto new or existing installs, and restore
drills.

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 10:41:46 -06:00
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@@ -6,7 +6,7 @@ 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
move into the journal, no scaffold. Phases P0-P11; the owner's decisions
of 2026-10-16 are at the top of the plan and bind every phase. P0 turned
up defects 21 (the CPA package's IIF ignores `as_of`) and 22
(depreciation's final month plugs mid-month); both are for P3.
@@ -38,7 +38,8 @@ adjudicates a difference (cash flow, defect 1).
**Then:** P1 (journal-native settings and conventions), P2 (serve locally,
cutover; ask the owner the three plain-English cutover questions in
plan section 10.3 first), P3-P10 as planned.
plan section 10.3 first), P3-P11 as planned (P11, added 2026-10-17: one app for Windows, Mac and
Linux; P2 gained backup restore and the viewer's menu).
---