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Next steps 5-10: resources, cash flow, QB interop, backfill, HTTP, parallel-run plan

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swaits committed 2026-10-11 03:02:45 +00:00
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@@ -16,13 +16,13 @@ Statuses: `covered` (built and tested), `partial` (built, known gaps listed),
| 2 | Chart of accounts | engine + `books.chart` (with live balances) | covered | | 2 | Chart of accounts | engine + `books.chart` (with live balances) | covered |
| 3 | Live P&L tab | engine + `books.profit_and_loss` | covered | | 3 | Live P&L tab | engine + `books.profit_and_loss` | covered |
| 4 | Live Balance Sheet tab | engine + `books.balance_sheet` | covered | | 4 | Live Balance Sheet tab | engine + `books.balance_sheet` | covered |
| 5 | Live Cash Flow tab | engine R-FUTURE-3 | future | | 5 | Live Cash Flow tab | engine `cash_flow` (indirect) + `books.cash_flow` | covered |
| 6 | Transaction Journal as append-only log | engine posting log + `books.search_entries` | covered | | 6 | Transaction Journal as append-only log | engine posting log + `books.search_entries` | covered |
| 7 | Receipt storage in Drive | blob store + `books.attach_receipt` / `link_receipt` | covered | | 7 | Receipt storage in Drive | blob store + `books.attach_receipt` / `link_receipt` | covered |
| 8 | Document filing by category (01 Formation / 02 Legal / 03 Tax / 04 Accounting) | `books.file_document` | covered | | 8 | Document filing by category (01 Formation / 02 Legal / 03 Tax / 04 Accounting) | `books.file_document` | covered |
| 9 | Ad-hoc questions ("what did we spend on X?") | `search_entries` + reports; the AI itself is the query layer | covered | | 9 | Ad-hoc questions ("what did we spend on X?") | `search_entries` + reports; the AI itself is the query layer | covered |
| 10 | Human review of what the assistant recorded | `books.digest` | covered | | 10 | Human review of what the assistant recorded | `books.digest` | covered |
| 11 | CPA-ready export of the books | `books.export` (csv/json now; xlsx/iif planned) | partial | | 11 | CPA-ready export of the books | `books.export` (csv/json/xlsx/iif; xlsx is base64) | covered |
| 12 | Company email filing (every company email → Drive folder) | out of books scope; the existing mail-filing automation keeps running unchanged | — | | 12 | Company email filing (every company email → Drive folder) | out of books scope; the existing mail-filing automation keeps running unchanged | — |
## Notes ## Notes