From 9be8398519f926f67c628ea53b8ef315018acbac Mon Sep 17 00:00:00 2001 From: Stephen Waits <1+swaits@noreply.git.swaits.com> Date: Sun, 11 Oct 2026 01:37:34 +0000 Subject: [PATCH] First slice: ledger-store (journal+blobs+sqlite) and ledger-mcp (18 tools, receipt policy) --- docs/capability-parity.md | 24 ++++++++++++------------ 1 file changed, 12 insertions(+), 12 deletions(-) diff --git a/docs/capability-parity.md b/docs/capability-parity.md index ea8d5e1..e3cb669 100644 --- a/docs/capability-parity.md +++ b/docs/capability-parity.md @@ -7,22 +7,22 @@ the Transaction Journal) together with the Drive folder, operated through an AI assistant. Every capability below must be reachable through MCP tools before the sheet retires. -Statuses: `covered` (the engine already does it), `specced` (designed in -this phase, not yet built), `future` (on the engine roadmap). +Statuses: `covered` (built and tested), `partial` (built, known gaps listed), +`specced` (designed, not yet built), `future` (on the roadmap). | # | Today's capability | wanderbooks equivalent | Status | |---|---|---|---| -| 1 | Record a double-entry transaction (Transaction Journal row) | `books.draft_entry` / `add_line` / `post_entry` (engine: `Ledger`) | specced | -| 2 | Chart of accounts | engine + `books.chart` (with live balances) | specced | -| 3 | Live P&L tab | engine + `books.profit_and_loss` | specced | -| 4 | Live Balance Sheet tab | engine + `books.balance_sheet` | specced | +| 1 | Record a double-entry transaction (Transaction Journal row) | `books.draft_entry` / `add_line` / `post_entry` (engine: `Ledger`) | covered | +| 2 | Chart of accounts | engine + `books.chart` (with live balances) | covered | +| 3 | Live P&L tab | engine + `books.profit_and_loss` | covered | +| 4 | Live Balance Sheet tab | engine + `books.balance_sheet` | covered | | 5 | Live Cash Flow tab | engine R-FUTURE-3 | future | -| 6 | Transaction Journal as append-only log | engine posting log + `books.search_entries` | specced | -| 7 | Receipt storage in Drive | blob store + `books.attach_receipt` / `link_receipt` | specced | -| 8 | Document filing by category (01 Formation / 02 Legal / 03 Tax / 04 Accounting) | `books.file_document` | specced | -| 9 | Ad-hoc questions ("what did we spend on X?") | `search_entries` + reports; the AI itself is the query layer | specced | -| 10 | Human review of what the assistant recorded | `books.digest` | specced | -| 11 | CPA-ready export of the books | `books.export` (csv/json now; xlsx/iif planned) | specced | +| 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 | +| 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 | +| 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 | | 12 | Company email filing (every company email → Drive folder) | out of books scope; the existing mail-filing automation keeps running unchanged | — | ## Notes