From ae61f02eb868e157713155a124e5e4182a2be208 Mon Sep 17 00:00:00 2001
From: Stephen Waits <1+swaits@noreply.git.swaits.com>
Date: Sun, 11 Oct 2026 01:07:47 +0000
Subject: [PATCH] Spec: AI-first MCP interface phase (ledger-mcp, receipt
 store, capability parity)

---
 plan/roadmap.md | 48 +++++++++++++++++++++++++++---------------------
 1 file changed, 27 insertions(+), 21 deletions(-)

diff --git a/plan/roadmap.md b/plan/roadmap.md
index 7677e48..f358122 100644
--- a/plan/roadmap.md
+++ b/plan/roadmap.md
@@ -1,19 +1,27 @@
 # Roadmap
 
-## Phase 1 — Semantics core (now)
+## Phase 1 — Semantics core (done)
 
 The engine: money, accounts, journal, ledger commands, trial balance, P&L,
 balance sheet, golden files, property tests, and the docs an agent needs to
 work here (AGENTS.md, requirements, architecture, oracle, parity, glossary).
-Done when the parity floor is 6+ and every `done` item is tested +
-golden-covered.
+Parity floor: 6 done.
 
-## Phase 2 — Close the accounting loop
+## Phase 2 — AI-first interface (now)
 
-- Period close (fiscal periods, closing entries, locked periods)
-- Cash flow statement, indirect method
-- `proptest` with shrinking; properties for close and cash flow
-- Parity floor moves; goldens grow
+The primary interface is MCP, not a cloned GUI (Stephen's call, 2026-10-10).
+
+- `ledger-store`: SQLite persistence, append-only triggers, amounts as TEXT,
+  event log, migrations, rebuild-from-log verify. Spec: `docs/receipt-store.md`.
+- Blob store: content-addressed receipts and documents, attachment metadata,
+  Drive backfill script.
+- `ledger-mcp`: stdio transport first, Streamable HTTP later; narrow tools,
+  preview-before-post, digest, read-only resources, the agent operating
+  contract in the tool descriptions. Spec: `docs/mcp-interface.md`.
+- Capability parity vs the GSheet+GDrive system: `docs/capability-parity.md`.
+- Parallel run with the sheet; cutover per the cutover rule.
+- Done when: every specced capability-parity row is covered, a month of
+  parallel run diffs clean, Stephen approves the cutover.
 
 ## Phase 3 — Oracle harness
 
@@ -25,25 +33,23 @@ golden-covered.
 - Done when: a fixture book produces byte-identical snapshots from both
   engines with zero manual steps
 
-## Phase 4 — App shell (egui)
+## Phase 4 — Read-only GUI
 
-- `books-app`: one Rust codebase, native desktop + WASM (the storytold
-  stack: egui/eframe, no Electron, no React)
-- Command-driven UI: every UI action goes through the `Ledger` command
-  surface; the UI holds no accounting logic
-- storytold's screenshot-in-the-loop returns: agents verify UI changes
-  visually, against reference screenshots of GnuCash/QuickBooks kept
-  maintainer-local (never committed)
-- Workflow parity catalog starts (QuickBooks/Xero reference): invoices,
-  bills, bank rec, chart management
+- Consumes the `ledger-store` event log: live updates via tail/SSE — the
+  answer to "watch its files to update live."
+- egui or web; a dumb client holding no accounting logic.
+- This is the trust layer for humans (Stephen, Kat, the CPA), not the
+  primary interface. Read-only at first; editing stays with the agent.
 
 ## Phase 5 — Workflow parity
 
 - A/R and A/P workflows, bank reconciliation, budgets, scheduled transactions
 - Multi-currency with FX translation
-- The goal: a self-hosted bookkeeping app with a tested claim to
-  semantic parity with GnuCash and workflow parity with QuickBooks —
-  no SaaS subscription required
+- Period close and cash flow (engine R-FUTURE items) land as their phases
+  demand, not before
+- The goal: a self-hosted bookkeeping system with a tested claim to
+  semantic parity with GnuCash and capability parity with the old
+  GSheet+GDrive workflow — no SaaS subscription required
 
 ## Explicitly not on the roadmap