From 750759075b99182b7adf068f9589a5acc85e5d23 Mon Sep 17 00:00:00 2001 From: Stephen Waits Date: Mon, 26 Oct 2026 18:52:24 -0600 Subject: [PATCH] docs: U0c landed; record the `books.documents` party-filter gap (2026-10-26) --- plan/STATUS.md | 17 +++++++++++++++++ plan/served.md | 2 +- 2 files changed, 18 insertions(+), 1 deletion(-) diff --git a/plan/STATUS.md b/plan/STATUS.md index 19413a9..9cc2087 100644 --- a/plan/STATUS.md +++ b/plan/STATUS.md @@ -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 diff --git a/plan/served.md b/plan/served.md index d9983ae..821d56a 100644 --- a/plan/served.md +++ b/plan/served.md @@ -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 |