Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan
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swaits committed
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@@ -54,6 +54,21 @@ impl Mcp {
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resp
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}
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fn request_raw(&mut self, method: &str, params: Value) -> Value {
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let id = self.next_id;
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self.next_id += 1;
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let msg = json!({"jsonrpc": "2.0", "id": id, "method": method, "params": params});
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writeln!(self.stdin, "{msg}").unwrap();
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self.stdin.flush().unwrap();
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let mut line = String::new();
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self.stdout
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.read_line(&mut line)
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.expect("read response line");
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let resp: Value = serde_json::from_str(&line).expect("parse response");
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assert_eq!(resp["id"], id, "id mismatch in {resp}");
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resp
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}
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fn notify(&mut self, method: &str) {
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let msg = json!({"jsonrpc": "2.0", "method": method, "params": {}});
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writeln!(self.stdin, "{msg}").unwrap();
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@@ -119,7 +134,7 @@ fn mcp_end_to_end_over_stdio() {
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// Tool listing: 23 narrow tools, chart is read-only.
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let list = mcp.request("tools/list", json!({}));
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let tools = list["result"]["tools"].as_array().unwrap();
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assert_eq!(tools.len(), 23, "expected 23 tools, got {}", tools.len());
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assert_eq!(tools.len(), 27, "expected 27 tools, got {}", tools.len());
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let chart = tools.iter().find(|t| t["name"] == "books.chart").unwrap();
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assert_eq!(chart["annotations"]["readOnlyHint"], true);
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assert!(
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@@ -189,7 +204,9 @@ fn mcp_end_to_end_over_stdio() {
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"books.post_entry",
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json!({"entry_id": entry_id, "confirmed": true}),
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);
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assert!(err.contains("receipt_required"), "got: {err}");
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let err_json: serde_json::Value = serde_json::from_str(&err).unwrap();
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assert_eq!(err_json["code"], "receipt_required");
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assert_eq!(err_json["remedy_tool"], "books.attach_receipt");
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// Attach the receipt, then the confirmed post succeeds.
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let png = base64_like(b"fake-png-bytes");
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@@ -374,7 +391,9 @@ fn mcp_assets_end_to_end_over_stdio() {
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"confirmed": true,
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}),
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);
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assert!(err.contains("receipt_required"), "got: {err}");
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let err_json: serde_json::Value = serde_json::from_str(&err).unwrap();
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assert_eq!(err_json["code"], "receipt_required");
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assert_eq!(err_json["remedy_tool"], "books.file_document");
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// File the bill of sale, then confirm with its attachment id.
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let bill = mcp.call(
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@@ -423,6 +442,153 @@ fn mcp_assets_end_to_end_over_stdio() {
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assert_eq!(tb["balanced"], true);
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}
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#[test]
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fn mcp_receipt_policy_rejects_split_entries() {
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let dir = test_dir("split");
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let mut mcp = Mcp::spawn(&dir);
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let init = mcp.request(
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"initialize",
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json!({
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"protocolVersion": "2025-06-18",
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"capabilities": {},
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"clientInfo": {"name": "smoke-test", "version": "0.1.0"},
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}),
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);
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assert_eq!(init["result"]["serverInfo"]["name"], "wanderbooks");
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mcp.notify("notifications/initialized");
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for (code, name, typ) in [("1000", "Cash", "asset"), ("6000", "Meals", "expense")] {
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mcp.call(
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"books.add_account",
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json!({"code": code, "name": name, "account_type": typ}),
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);
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}
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// Post a $25 entry (at the threshold, no receipt needed) and attach a
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// receipt to it so the setup is clean.
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let e1 = mcp.call(
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"books.draft_entry",
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json!({"date": "2026-03-01", "description": "Client dinner"}),
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);
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let id1 = e1["entry_id"].as_u64().unwrap();
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mcp.call(
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"books.add_line",
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json!({"entry_id": id1, "account": "6000", "side": "debit", "amount": "25.00"}),
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);
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mcp.call(
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"books.add_line",
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json!({"entry_id": id1, "account": "1000", "side": "credit", "amount": "25.00"}),
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);
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let p1 = mcp.call(
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"books.post_entry",
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json!({"entry_id": id1, "confirmed": true}),
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);
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assert_eq!(p1["status"], "posted");
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// A second $25 entry, same day, same description, same accounts: the
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// group totals $50, so the policy bites.
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let e2 = mcp.call(
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"books.draft_entry",
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json!({"date": "2026-03-01", "description": "Client dinner"}),
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);
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let id2 = e2["entry_id"].as_u64().unwrap();
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mcp.call(
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"books.add_line",
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json!({"entry_id": id2, "account": "6000", "side": "debit", "amount": "25.00"}),
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);
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mcp.call(
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"books.add_line",
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json!({"entry_id": id2, "account": "1000", "side": "credit", "amount": "25.00"}),
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);
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let preview = mcp.call("books.post_entry", json!({"entry_id": id2}));
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assert_eq!(preview["receipt_required"], true);
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assert_eq!(preview["split_detected"].as_array().unwrap().len(), 1);
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assert_eq!(preview["split_detected"][0], id1);
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// Confirming without a receipt fails with the structured error.
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let err = mcp.call_err(
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"books.post_entry",
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json!({"entry_id": id2, "confirmed": true}),
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);
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let err_json: serde_json::Value = serde_json::from_str(&err).unwrap();
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assert_eq!(err_json["code"], "receipt_required");
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assert_eq!(err_json["split_group"].as_array().unwrap().len(), 1);
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// A different description is not a split: posts fine.
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let e3 = mcp.call(
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"books.draft_entry",
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json!({"date": "2026-03-01", "description": "Taxi to airport"}),
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);
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let id3 = e3["entry_id"].as_u64().unwrap();
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mcp.call(
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"books.add_line",
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json!({"entry_id": id3, "account": "6000", "side": "debit", "amount": "25.00"}),
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);
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mcp.call(
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"books.add_line",
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json!({"entry_id": id3, "account": "1000", "side": "credit", "amount": "25.00"}),
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);
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let p3 = mcp.call(
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"books.post_entry",
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json!({"entry_id": id3, "confirmed": true}),
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);
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assert_eq!(p3["status"], "posted");
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}
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#[test]
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fn mcp_resources_over_stdio() {
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let dir = test_dir("resources");
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let mut mcp = Mcp::spawn(&dir);
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let init = mcp.request(
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"initialize",
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json!({
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"protocolVersion": "2025-06-18",
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"capabilities": {},
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"clientInfo": {"name": "smoke-test", "version": "0.1.0"},
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}),
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);
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assert_eq!(init["result"]["serverInfo"]["name"], "wanderbooks");
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// Resources are advertised.
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assert_eq!(init["result"]["capabilities"]["resources"].is_null(), false);
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mcp.notify("notifications/initialized");
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mcp.call(
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"books.add_account",
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json!({"code": "1000", "name": "Cash", "account_type": "asset"}),
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);
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// List resources.
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let list = mcp.request("resources/list", json!({}));
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let uris: Vec<&str> = list["result"]["resources"]
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.as_array()
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.unwrap()
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.iter()
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.map(|r| r["uri"].as_str().unwrap())
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.collect();
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assert!(uris.contains(&"books://chart"));
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assert!(uris.contains(&"books://reports/trial-balance"));
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assert!(uris.contains(&"books://reports/balance-sheet"));
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assert!(uris.contains(&"books://reports/profit-and-loss"));
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assert!(uris.contains(&"books://digest"));
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// Read the chart and trial balance as resources.
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let chart = mcp.request("resources/read", json!({"uri": "books://chart"}));
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let text = chart["result"]["contents"][0]["text"].as_str().unwrap();
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let chart_json: serde_json::Value = serde_json::from_str(text).unwrap();
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assert_eq!(chart_json["accounts"].as_array().unwrap().len(), 1);
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let tb = mcp.request(
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"resources/read",
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json!({"uri": "books://reports/trial-balance"}),
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);
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let tb_text = tb["result"]["contents"][0]["text"].as_str().unwrap();
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let tb_json: serde_json::Value = serde_json::from_str(tb_text).unwrap();
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assert_eq!(tb_json["balanced"], true);
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// Unknown resource → JSON-RPC error.
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let resp = mcp.request_raw("resources/read", json!({"uri": "books://nope"}));
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assert!(resp.get("error").is_some());
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}
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fn base64_like(bytes: &[u8]) -> String {
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const ALPHABET: &[u8; 64] = b"ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/";
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let mut out = String::new();
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@@ -441,3 +607,37 @@ fn base64_like(bytes: &[u8]) -> String {
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}
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out
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}
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#[test]
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fn mcp_import_export_over_stdio() {
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let dir = test_dir("import_export");
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let mut mcp = Mcp::spawn(&dir);
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mcp.request(
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"initialize",
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json!({
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"protocolVersion": "2025-06-18",
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"capabilities": {},
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"clientInfo": {"name": "smoke-test", "version": "0.1.0"},
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}),
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);
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mcp.notify("notifications/initialized");
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let chart = mcp.call(
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"books.import_chart_csv",
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json!({"csv_text": "code,name,type,parent_code\n1000,Cash,asset,\n4000,Revenue,revenue,\n"}),
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);
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assert_eq!(chart["count"], 2);
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let iif = mcp.call(
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"books.export",
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json!({"format": "iif", "report": "journal"}),
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);
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assert!(iif["content"].as_str().unwrap().contains("!TRNS"));
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let xlsx = mcp.call(
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"books.export",
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json!({"format": "xlsx", "report": "trial_balance"}),
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);
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assert_eq!(xlsx["content_encoding"], "base64");
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assert!(xlsx["content"].as_str().unwrap().starts_with("UEs"));
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}
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