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First slice: ledger-store (journal+blobs+sqlite) and ledger-mcp (18 tools, receipt policy)

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swaits committed 2026-10-11 01:37:34 +00:00
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@@ -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 AI assistant. Every capability below must be reachable through MCP tools
before the sheet retires. before the sheet retires.
Statuses: `covered` (the engine already does it), `specced` (designed in Statuses: `covered` (built and tested), `partial` (built, known gaps listed),
this phase, not yet built), `future` (on the engine roadmap). `specced` (designed, not yet built), `future` (on the roadmap).
| # | Today's capability | wanderbooks equivalent | Status | | # | 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 | | 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) | specced | | 2 | Chart of accounts | engine + `books.chart` (with live balances) | covered |
| 3 | Live P&L tab | engine + `books.profit_and_loss` | specced | | 3 | Live P&L tab | engine + `books.profit_and_loss` | covered |
| 4 | Live Balance Sheet tab | engine + `books.balance_sheet` | specced | | 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 R-FUTURE-3 | future |
| 6 | Transaction Journal as append-only log | engine posting log + `books.search_entries` | 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` | specced | | 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` | specced | | 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 | specced | | 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` | specced | | 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) | specced | | 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 | — | | 12 | Company email filing (every company email → Drive folder) | out of books scope; the existing mail-filing automation keeps running unchanged | — |
## Notes ## Notes