docs: U0c landed; record the books.documents party-filter gap (2026-10-26)

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swaits committed 2026-10-26 18:52:24 -06:00
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@@ -26,6 +26,23 @@ P4b S4 with S5 and S7 beside it (8.0.2).** The first owner questions in
line are Q-5 (one upgrade after S7, or an earlier one after S4) and Q-4
(the release manifest, before P11a's signing step).
**2026-10-26: the team's first wave is open; U0c landed (`198aa2a1`).**
Eight units started in parallel worktrees: U0a (split the MCP server by
tool group), U0b (the attention engine over `PackageBooks`), U0c, P4b
S4.1 (terms, numbers, line accounts), P4b S4.2 (settings and party
fields), P7 (the TIN scanner's separators), P9a (the self-host recipe)
and P13 steps 1-3 (the bookspec checker). U0c is the first to land: the
three missing `docs/testing.md` sections (P4b S1 part B, S2, S3), each
with its For-P12 paragraph, and the A/R and A/P section of
`docs/mcp-interface.md` checked against the shipped tools. It changed
no code and no golden. It found a code gap, recorded in U0c's As-built
block and here: `books.documents`' `party` filter matches a customer's
or vendor's name, never the party id, while the parameter's schema
description offers an id; the doc now says name, and the schema or the
handler needs the fix in a unit that may change code (P4b S4.4 or P5's
surface pass). The baseline `just check` on `main` before this wave was
green.
The 2026-10-16 audit of the first company's books (62 verified findings,
20 engine defects) and the design discussion that followed produced
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@@ -814,7 +814,7 @@ One row per unit of work. A unit is what one engineer takes into one git worktre
| P4b S3 | The invoice PDF | landed 2026-10-24 (`c1f9001c`) | | | | |
| U0a | Split `server.rs` by tool group | not started | none | U0b, U0c, S4.1, S4.2, S7.1 (core steps only) | none | 3-4 |
| U0b | The attention engine over `PackageBooks` | not started | none | U0a, U0c, S4.1, S4.2 | none | 4-6 |
| U0c | `docs/testing.md` sections for S1-B, S2, S3; `docs/mcp-interface.md` cleanup of stale P4b notes | not started | none | everything | none | 0.5-1 |
| U0c | `docs/testing.md` sections for S1-B, S2, S3; `docs/mcp-interface.md` cleanup of stale P4b notes | landed 2026-10-26 (`198aa2a1`) | none | everything | none | 0.5-1 |
| P4b S4 | `documents_v2`: numbers, terms, line accounts, snapshots, preview and confirm, the issued PDF filed, party email and terms, invoicing settings | not started | S4.1 and S4.2 need nothing; S4.3 needs S4.1, S4.2; S4.4 needs U0a, S4.3; S4.5 needs S4.4 | S5 (after S4.2), S7 (core after S1), P6, P9a, P11a, P13 | `documents_v2` (one upgrade after S7, D-52) | 12-16 |
| P4b S5 | Sent tracking | not started | S1; S4.2 for the defaults (works without it, see the unit) | S4.3 onward, S6 | `documents_v2` | 3-4 |
| P4b S6 | Paying on terms: multi-document payments, discounts, the processor fee, bills due, aging exports | not started | S4.1 (`Terms`), U0a | S5, S7, P6 | `documents_v2` | 8-10 |