One tool for the bad debt (rules.md B-41): it writes off an invoice that
will not be collected, Dr 6990 Bad Debt Expense / Cr 1200 Accounts
Receivable, the receivable line tagged with the invoice so the document
reads written_off and its figures stay derived (B-38).
The evidence is the point, and the tool takes exactly one of
upload_id (an upload, filed with the write-off) and
existing_attachment_id (one already filed, linked to the write-off's
entry and the invoice); neither or both is refused. amount defaults to
what the invoice owes and may be partial.
Without confirmed it is a preview: the engine runs on a clone (every
refusal the post would give) and the answer is the figures the write-off
would leave, entry_id 0, nothing journaled.
The tool lives in its own group file, tools/write_offs.rs (plan U0a), so
S4.4's document tools and this one land apart; it is destructive, needs
books:write to preview and books:post to post (scopes.rs), and is
documented under "Tools — A/R and A/P". The destructive-tool count, the
tool tables and the journey test's tool count each move by one.
Tests over the wire: write_off_then_recovery, write_off_needs_evidence.
books.documents lists invoices or bills, due date first, with what each
still owes and its status, all derived from its ledger lines that stand
(B-38): status open (default), overdue, paid, void, written_off,
overpaid or all; party and due_by narrow it (what to pay this week).
books.document shows one (ref invoice:N or bill:N) as of a day: lines
with projects, total, paid, discounted, written off, outstanding,
status, days overdue, and its timeline of every tagged ledger line, each
saying whether its entry still stands. The over-the-wire test
documents_list_and_timeline_over_the_wire covers a reversed payment;
the happy-path journey covers both output schemas.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
books.void_document voids an invoice or bill that should never have
existed by reversing its own entry with the reason (refused while a
payment stands on it, naming that payment). books.control_check ties
receivables and payables to their documents (B-23, B-38 INVARIANT 1):
balance, documents' total, lines that are no document's, the documents
needing attention; books.verify checks the identity and books.digest
lists its problems (control_problems). books.receive_payment and
books.pay_bill take instrument (tagged in the same call) and reference
(in the description), and answer the document's derived remaining and
status. The books record payments; they never collect or make them
(D-45). Docs, handbook and STATUS; the over-the-wire test
documents_void_and_tie_out_over_the_wire; the happy-path journey covers
both tools' output schemas. The processor fee waits for S6.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
The owner (2026-10-23, via the question tool): "Uploads only"; and
before it: "What we would DEFINITELY want to avoid is passing a bunch
of BLOBs through AI context windows. That's just a pure waste." No file
passes through an agent's context, in either direction.
In: the inline arguments are gone with the 256 KiB limit (INLINE_MAX,
take_file's inline branch): content_base64 and its sha256 on
books.attach_receipt and books.file_document, w9_content_base64 and
w9_sha256 on books.set_w9, csv_text on the two CSV imports. A file comes
only by books.begin_upload and `wanderbooks upload`, named by its
upload_id; existing_attachment_id still names bytes stored already. The
five filing tools deny unknown fields, and any inline argument to any
tool is refused before it runs as an unknown argument pointing to
books.begin_upload (access log: refused inline_file).
Out: books.export (every format), books.asset_labels and
books.get_receipt view bytes hand the file over (HandedFile: download
command and expiry, D-29), as the CPA package and the W-9 do. Resource
reads stay text. A token keeps up to 64 handed files (was 16). The
access log's digest no longer exempts file bytes.
Docs: handbook files-in-out and parties-and-tins, mcp-interface.md,
rules.md, receipt-store.md, parties-and-attachments.md, plan/served.md
(D-46; the inline decisions marked superseded), STATUS.md, testing.md
(D-46: tests migrated to uploads and downloads, rewritten, removed,
added).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
The owner (2026-10-23): "We should probably just delete the stdio path
altogether. THere's no point in that. And it sitting there unused will
just lead to bitrot. Nuke it?"
Books are served only by the books server (`wanderbooks server`),
reached by agents through the bridge (`wanderbooks mcp --book ID`),
which stays.
Removed: `wanderbooks dev-stdio`, the `ledger-mcp` binary, and
`ledger_mcp::run` (stdio and `--http` over a bare data dir), with all
that only that mode had:
- files the books make coming back inline: `HandedFile.content_base64`
is gone, and `download` and `expires_at` are always there;
- books with no access log or backups: `books.access_log`,
`books.backup` and `books.back_up_now` are always offered, by scope;
- the settings file read and reloaded (`legacy_files`), the vault key
named by a file or `--vault-key-file`, and the books dir's
key-inside-the-books and git checks (with `paths.rs`);
- `wire.rs` (the bridge frames an agent's lines itself);
- `books.settings`' file fields and `books.start`'s `settings_source`.
`BooksServer` is built one way, from `Served` (a book as the books
server serves it), in production and in the unit tests. An unknown tool
is now a protocol error (mcp-tools.md). Inline file input is unchanged.
Then the owner's three decisions (2026-10-23, the question tool):
(a) `books.import_settings` is removed entirely (118 tools): old books
come in whole by `wanderbooks books adopt`, which reads their settings
file once; ledger-config keeps its settings-file parsing only as far as
adoption uses it (`load` and the path-reading `effective_receipt_policy`
are gone), and `books.chart_template` gives its settings as
`books.set_setting` changes. (b) The viewer's loose-books-folder mode is
removed (`--data-dir`, `--books-toml`, `--vault-key-file`, the settings
file and config.json followed): it opens only books of the data root,
reading settings from the journal and the vault from the book's own
`vault/` and `keys/`. (c) `wanderbooks dev-stdio` has no stub: it is an
unknown command like any other word. Also: an upload's expiry past the
calendar is an error, never an empty string.
Tests: every suite that drove the stdio server moved to
crates/ledger-cli/tests/ and drives a real `wanderbooks server` on a
data root of its own (tests/common), handed files by their download;
mcp_stdio.rs is mcp_journeys.rs. Tests of what is gone are deleted and
listed in docs/testing.md. Docs: plan D-44 (D-18 superseded), STATUS,
testing, rules, mcp-interface, the handbook, README; justfile recipes.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
swaits
