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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
  swaitsandClaude Opus 5.5
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b22a034746
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MCP: short connect text, a handbook, tool annotations, safe local imports
- The 13K-character instructions (clients cut them short) become a
connect text of at most 1,400 characters whose first 512 stand alone,
plus books.handbook and books://handbook/{section}: the old guidance by
section, with no helper commands, home paths, pull requests or
file-reading suggestions (tool_text_lint).
- Every tool has a title and read-only/destructive hints; no
requiresUserInteraction anywhere (owner decision 2026-10-16).
- books.import_local_file reads only regular files inside the import
roots (the downloads folder by default, or --import-root), never the
data dir, books dir, vault or the key's folder, no symlink escapes or
hard links, and the file opened must be the file checked.
- The store lock is a tokio mutex taken off the runtime threads.
- get_info refreshes settings first; a bare books://digest reads.
Review fixes (P0 review, 2026-10-16):
- Fail closed: a tokio mutex never poisons and spawn_blocking caught the
panic, so after a panic mid-mutation the server kept serving a Store
behind its journal. A panic (the task, or while holding the store)
now stops the shared store; every later request on every session is
refused with a plain message; a restart re-verifies the journal. The
join error goes through redact_refusal and never carries the panic's
text.
- books.set_w9 w9_file_path read any path (a link named w9.pdf to the
vault key was stored and get_w9 wrote it out): it now goes through the
import roots' lockdown, its type judged on the canonical path.
- Sealed even inside a root: the key file in force, where a linked one
leads, both folders, and the default key folder whatever the settings
say. Refusals check the roots first, so outside them every path gets
one message (no probing what exists); inside, other books-dir files say
to copy them out first.
- The open is O_NOFOLLOW | O_NONBLOCK (a pipe swapped in after the check
can't hang a thread) and must match the checked file's device and
inode. New dependency: libc (unix only), for those two open flags,
which std doesn't name.
- Default import roots are the downloads folder only (the plan); files
with full TINs (get_w9, vendor_1099 include_tins, the CPA package with
TINs) are never written into an import root, and the server refuses to
import any file it wrote with TINs (by SHA-256).
- set_tin and set_w9 overwrite vault records: destructive_hint = true;
annotations_complete pins the key tools' hints. The read-only hint is
checked in behaviour on every spec_mcp call (journal and data-dir files
unchanged).
- Text: the connect text names the settings file as the one local file
to edit, says every entry balances on real accounts and names its
party, says invoice/bill/payment/payroll tools post unchecked, rewords
the exemptions, and shows the company name as one plain line; the
handbook takes section "all", lists its ids in the schema and says to
read contract first; books.settings drops the config.json path and no
error names the data dir or the key file. tool_text_lint covers the
whole tool JSON and resources and bans git/commit/WL-0001; tool
descriptions over 700 characters are pinned to today's eight (P5).
- digest: an empty since= is bare; the default date is pinned on every
day of a month.
Round-2 review fixes (2026-10-16):
- TIN files (B-26): the in-memory, per-session set of TIN-file hashes
became one registry beside the vault (vault/tin-files.sha256, hashes
only), shared by every session and every later server. It holds the
W-9 set_w9 reads (recorded as read), get_w9 copies, 1099 worksheets
with TINs, CPA packages with TINs and each file in one that holds a
TIN; a file is recorded before it is written, and a failure refuses.
import_local_file, attach_receipt and file_document (base64 was never
checked) refuse a recorded file, and a text file (by type, name, or
UTF-8/UTF-16 decoding) holding a full TIN. Not caught: an altered
binary copy; the docs say so (P2/P7 remove the path tools).
- The text check is narrow (owner/engineer decision, 2026-10-16: bank
exports are filed for reconciliation, and has_full_tin's "nine digits
however separated" refused their routing numbers, long references and
dates run into amounts). Text is refused when it holds (a) a TIN the
vault holds for a party, anywhere, as nine digits, 3-2-4 joined by
hyphens, spaces or dots, or 2-7 joined by a hyphen or space, compared
on the server against the decrypted vault and never returned or
logged (a vault that can't be opened leaves (b)); or (b) a stand-alone
printed SSN (123-45-6789) or EIN (12-3456789) shape: no digit, and no
hyphen or dot followed by a digit, beside it. Full-width digits and
Unicode hyphens and spaces read as ASCII. has_full_tin still guards
refusals and results (redact_refusal). Known limit, for P7: a refusal
under (a) tells the agent a text it chose holds a vault TIN.
New dependency: zeroize in ledger-mcp (already in the workspace
through ledger-vault, same major version), so the vault's TINs decoded
for the scan are wiped from memory on drop as the vault's own are.
- Mutation testing of the final P0 diff (docs/testing.md): tests for
each law a survivor broke (handbook titles, a dropped default root, a
.jpg W-9, the waker, the walk's folder flags against a link and a
pipe, the 40-link limit, save paths refused as such, the package
marking only its TIN files, a registry that can't be read, text types,
the short receipt rule's counts and a 12-character code). Simpler
code where only a race could tell: inspect places an existing path by
canonicalize itself (no second comparison), read_checked's read limit
is its one size check, openat fails on -1 as specified. The 25 MiB
upload test removes its 50 MB of books however it ends.
- The GUI's stale-rule prompt no longer says to open a pull request: it
asks the agent to find the figure from the rule's official authority,
confirm it with the human, pass it explicitly, and tell the human so it
can be reported upstream (as the handbook says); a lib test pins it and
bans files, git, GitHub and pull requests from every attention prompt.
- Import roots (local_files.rs INVARIANT 0): XDG_DOWNLOAD_DIR="$HOME/"
made $HOME (or /) the root. No root may be /, the home folder or hold
it, or hold the books, data dir, vault or a key: a named one stops the
server at startup, a default one is dropped; the default falls back to
~/Downloads only if that is a real folder other than $HOME; with no
root, an import says so.
- The read is a component walk from / with openat(O_NOFOLLOW |
O_DIRECTORY) per folder and O_NOFOLLOW | O_NONBLOCK for the file, so a
folder swapped for a link after the check fails; no step may land on a
protected inode (one renamed into a root); dev/ino and nlink stay. No
/proc. Portable to macOS. (libc's openat, two small unsafe blocks.)
- One refusal for missing, dangling and outside paths: resolved()
follows every link, dangling ones too, so a link's target existing or
not no longer changes the answer.
- Sealing: the key files (in force, default) and their targets always;
their folders only when not $HOME, not a root, not holding a root; and
~/.config/wanderbooks whatever XDG_CONFIG_HOME says.
- Agent text (I-12): RuleNotKnown names the authority (IRS, with its
address) and says to tell the human, never a repo path, PR or GitHub;
the digest's stale_rules drop the repo catalog and path for it; vault,
outside-books, STOPPED and local-file refusals name no git, path or
flag. tool_text_lint bans docs/, .md, /home, data dir, --data-dir,
--import-root, vault.key, .jsonl, sqlite, .gitignore, github, pull
request, and also lints every error template (scanned from source),
built error texts, and the server's refusal constants.
- The receipt rule told (ReceiptPolicy::rule) is the one enforced: the
exact threshold in the base currency (no "$", no rounding), required
and exempt accounts, reversals exempt; the connect text fits 1,400
characters by dropping reasons, then codes, never the rule.
- The connect text follows the parties setting; "offer books.digest"
everywhere. shown_name drops Unicode format characters (bidi, zero
width).
- read_only_tools_change_nothing compares file contents, the database
by every row, the vault and the settings file (raw database bytes did
not change either; rows are the stable comparison).
- import_local_file takes the name and type from the canonical path;
the digest's journal repair says when the tail was set aside, not the
journal's file name; "version-history messages" back in the TIN rule;
openWorldHint false on every tool, pinned in annotations_complete.
- Outside the MCP crate, for the same texts: ledger-core's DatedRule
gains `authority` (the statute or publication with its address) and
RuleNotKnown carries it; ledger-store's "sqlite error" reads "database
error"; ledger-config's ReceiptPolicy::rule takes the base currency.
New dev-dependency: rusqlite in ledger-mcp (already in the workspace,
same version and features as ledger-store), to read the database's
rows in read_only_tools_change_nothing.
- The filing scan is no TIN oracle (tin_files.rs INVARIANT 4): text
holding more than two TIN-shaped numbers (any rendering rule (a)
reads) that end in a known TIN's last four (the books' TIN and W-9
facts, via known_tin_last4, before the vault is opened; then the
vault's own) is refused with TIN_PROBE, the same words whether or not
one is the vault's TIN; only one or two candidates are compared
against the vault. Tests: unit
text_probing_for_a_tin_is_refused_alike_whether_or_not_it_holds_it,
one_or_two_candidates_are_compared_against_the_vault; over HTTP
text_probing_for_a_tin_is_refused_alike_by_every_filing_tool.
Plan: plan/served.md P0, section 6 "Immediate hole (P0)", 4.1, 4.3, 4.9.
Review round 3. S1: a panic stops the server for every session, so no
input may reach one. Dates are four-digit years (new ledger_core::
calendar, 0001-01-01..9999-12-31): the MCP's parse_date is strict
YYYY-MM-DD, periods are bounded, last_day_of_month returns a refusal
(server and store); schedules, assets, recurring entries, periods,
documents, disposals and entries refuse dates outside the calendar, and
replay refuses such journal dates. Every amount a command takes is at
most a line's (draft lines by size, document lines, payouts, payroll,
statements, shares, tax basis, proceeds, recurring templates), on
replay too, so sums are exact; the 1099 vendor part and the K-1
property share use checked products (TooLargeToCompute); a recurring
run makes at most 1,000 drafts. tests/hostile_args.rs drives every tool
with schema-derived hostile arguments and every resource with generated
URIs, asserting the server never stops; the audit's panics are pinned.
S2: a `.` or `..` path name is refused as NO_SUCH_FILE up front. S3:
NUL-interleaved UTF-16 without a byte-order mark is scanned both ways.
S4: resource-read refusals are TIN-redacted. S5: set_w9 records its W-9
only once the call passes every check, just before the vault write.
S8: idempotentHint only on verify, run_depreciation, run_schedules,
run_recurring, set_party_roles (a repeat leaves journal and vault
alone; spec_vault checks every candidate twice); every tool's hints
pinned in one table. C1: books.settings lists receipt_required_accounts
and receipt_exempt_accounts uncut. C2: the default company name reads
"a new company". C3: the parties rule names no-party reasons. C4/C5:
the handbook names the settings file only as books.settings' books_toml,
and restores "check books.digest and offer it". C6: an import root
inside the books, data dir or vault is refused at startup. The lint
catches `just` however it ends and where the books are;
digest_resource_bare_reads reads the server's month.
Review round 4 (2026-10-17): round 3's bounds ran in replay too, so
journals main wrote and reopened (an entry dated 0000-06-01 or
+10000-01-01, a draft line of 2e15, an asset ending past 9999, a basis
or share past the line limit, sub-cent document and payroll lines) no
longer opened. Posted is forever: the bounds are the commands' only.
- Replay applies main's rule exactly: parse_date takes any date chrono
reads; replay_add_line(_fx) has no size bound (add_line/add_line_fx
do); replay_register_asset/correct_asset (chrono overflow only),
replay_set_asset_tax_basis (check_journaled), replay_set_entry_parties
(check_shares_journaled), replay_register_recurring
(validate_recurring_journaled), replay_register_schedule (months 1 to
600), replay_create_period (order only), replay_dispose_asset, and no
line, date, payment or payroll range checks in replay_invoice/bill,
their payments and replay_payroll_run.
- Derived figures over such books refuse (TooLargeToCompute,
DateOutOfRange), never panic: amortization plans, depreciation into
chrono's last month (and the true-up for lives past 9999), intervals,
document totals and aging, net pay and payroll plans, money flows and
share resolution, the asset register, receipt-policy debits; the MCP
tools and the viewer show what can't be computed.
- tests/fixtures/old-books: the review's 13 journals, its control and 15
more edges, written by main's Store API with main's figures
(expected.json); every one opens in the writer and the viewer to those
figures, every derived figure computes or refuses, every MCP tool and
GUI page answers; hostile_args restarts the server after each
property; each bound has a command/replay test pair.
Final review: a schedule's plan refuses a total of 10^26 or more
(TooLargeToCompute) instead of letting Decimal round its cents silently,
and a null `remaining` in the schedule output is always explained by
plan_error. Replay is unaffected: no journaled schedule month can belong
to a total that large (the line limit bounds every posted month).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
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swaitsandClaude Opus 5.5
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aec55b8d12
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Store: say "newer wanderbooks", not "corrupt", for books from a newer version
An unknown event type on a whole, chained line, or a journal.format_set
declaring a newer journal format, now raises StoreError::NewerJournal
(update wanderbooks) instead of JournalCorrupt. Corruption (bad hash,
seq, or JSON) is still corruption. The gate runs in the store, the
Snapshot and the GUI, after each line's parse, seq and hash checks, and
never skips a line it can't read. Adds the journal.format_set event
(format 1 today; nothing writes it yet) and a registry of every event
type this version reads, tested against the replay and projection arms.
Review fixes (P0 review, 2026-10-16):
- A line's own hash is checked only by the next line's prev, and the
gate used to refuse a line before reading the next: a flipped bit in a
middle line's type (or a format_set edited from 1 to 2) was reported
as "newer, the books are not damaged". Now the reader settles every
refusal against the next line (format::settle): a next line that
doesn't chain makes it corrupt; one that chains makes it newer and
verified; with no next line the message says "newer or damaged; update,
then run verify", never "not damaged" (NewerJournal.verified).
- A newer format number is judged newer before its features are parsed:
a newer format may shape them differently.
- Snapshot treats a blank complete line as corrupt, as the writer does.
- docs/spec/rules.md B-27, which the code cites, now exists.
Round-2 review fixes (2026-10-16):
- The envelope {seq, ts, type, payload, prev} and its hash (SHA-256 of
the canonical JSON) are frozen across formats (rules.md B-27); new
fields go in payload. settle reads only the next line's prev, leniently,
so a newer format's next line (a float, a string seq, keys of its own)
is never called corrupt: no readable prev means unverified newer.
- A key beside the envelope's was silently dropped (and the chain then
broke as "corrupt"): it is now NewerJournal, hashed over the raw
canonical JSON so the next line still checks it; JournalLine::parse
refuses such a line.
- "the books are not damaged" overclaimed: a verified refusal says line N
is intact and this version can't check the lines after it.
- The writer read the journal with BufRead::lines (invalid UTF-8 was an
I/O error); it now splits bytes on newlines as the Snapshot does, so a
non-UTF-8 line is JournalCorrupt in both.
- Store::open truncated a torn tail before the gate ran, altering newer
books (perhaps mid-append) before refusing them. The gate now runs over
the complete lines first; the tail is set aside (and journaled) only
when they pass.
- Mutation testing (docs/testing.md, P0): the viewer and the writer say
the same words about the same damaged line (the newline is no part of
it); read_journal_and_format returns every line and the format in
force; the journal page tells a format declaration.
Plan: plan/served.md P0 and 5.1.
Review round 3 (S6, S7). Store::open replays every complete line in
memory (the first line's currency, then the ledger) before a cut-off
last line is set aside, so a complete line the books can't apply
refuses the open with the journal byte for byte as it was and nothing
set aside (B-27 SCENARIO 3; test
a_bad_complete_line_before_a_torn_tail_leaves_the_journal_as_it_was);
catch_up now only projects. The viewer
applies the writer's first-line rule (created_currency, shared) instead
of guessing USD: any other first line, or a store.created without a
sound base_currency, is corrupt to both (test
the_first_line_is_store_created_for_the_viewer_and_the_writer). fuzz_store_replay varies the
first line (14,696 runs clean).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
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swaitsandClaude Opus 5.5
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579ab743d4 |
Viewer: clickable breadcrumbs
check / check (push) Canceled after 0s
Every crumb above the page you're on links to where it names: the section goes to its home (Parties › Stephen Waits → Parties), and a reconciliation's trail runs Accounts › its account › it. Same look; a pointer and "Go to …" on hover. A crumb naming the current page isn't a link. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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a44a8873df |
Viewer: click a vault TIN to copy the full number
check / check (push) Canceled after 0s
The party page's "TIN on file" and the W-9 card's TIN copy the full, formatted number on click (right-click: digits only). The viewer reads it from the vault only at that moment, with the server's key file in force, never creates a key, refuses a key inside the books dir, and never draws more than the last four. A locked vault copies nothing and says why. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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2275948a64 |
Audit fixes: party money, reconciliations, require policy, K-1 property
check / check (push) Canceled after 0s
An independent recompute of the real books found no numeric disagreements; review found 15 defects, all fixed with spec-first regression tests: - k1: a prepaid credited straight to capital is property; a member paying a vendor through 2100 is cash. Docs and B-13 match. - parties: a reversal of a reversal counts on its root's side; liability-to-liability payments (member pays the card) count as paid. - viewer: party money uses the server's cash accounts and full calendar year; per-party "What for" scales multi-party entries. - reconciliations: refuse a withdrawn statement before journaling; new books.void_statement; reconciled lines can't be un-cleared; one shared reconcilable-accounts rule for digest and viewer. - CPA package includes receipts linked to entries; a file can't be both filed on and linked to one entry. - parties = "require" covers payroll, tax remittance (agency) and disposal (buyer); no-party marks follow reversal chains and clear when a vendor is tagged. - derived member shares are frozen to exact amounts when posted, so a settings change never re-splits history. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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4c74169d18 |
Shared parties with exact shares, member capital statements, TINs for any party, K-1 worksheet
check / check (push) Canceled after 0s
Entries may name several parties, each with an exact amount, a percent, or a share derived from the members' capital lines or [[company.members]] shares (entry.parties_set); shares always sum exactly. The 1099 worksheet counts a vendor's share. A member's party page is their partner capital statement, from the same ledger_core::k1 source as the CPA package. books.set_tin stores any party's TIN (members' SSNs for K-1s) in the vault (party.tin_set, last four in the books). The CPA package carries a K-1 member worksheet (k1-members.csv, with a members' total that ties to Schedule L) and the 1099 worksheet with full TINs, saved outside the books only. files_jointly_with notes spouses' two K-1s land on one 1040. Adversarial review fixes: reversed contributions no longer inflate K-1 contributions and distributions; a K-1 row never takes another party's TIN; TIN detection covers dot/slash/dash separators; refusals redact TINs; vendor tagging can't silently replace shared parties; reversals follow re-apportioning. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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ae927c3f73 |
Attachments, statements, reconciliations, TIN vault, counterparty policy
check / check (push) Canceled after 0s
MCP: books.link_attachment, unlink_attachment, attachments; link_to on attach_receipt and file_document; record_statement, statements; books.reconcile previews and, confirmed against a recorded statement, records the reconciliation; void_reconciliation, reconciliations; import_bank_csv links its source file; digest lists unreconciled accounts. TIN vault: books.set_w9 takes the TIN and the form into the encrypted vault (last four in the books); books.vendor_1099 include_tins and save_csv_to for the CPA's copy; books.get_w9; books.purge_tin. A leak test scans every tool output, the journal, the database, and the blobs. [books] parties = off | suggest | require (default suggest): every preview names the entry's party or suggests likely ones; require refuses to post until it names one or is marked as having none (entry.no_party). Viewer: documents on every subject page; statements and reconciliation history per account; reconciliation pages; reconcile and no-counterparty attention items; party money by period (paid out, received in, net, what for, by month); Needs attention gets its own full-width section. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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e265ed4339 |
Parties, attachment links, statements, reconciliations (store), TIN vault crate
check / check (push) Canceled after 0s
Parties: one directory for vendors, contractors, customers, employees, members, platforms, agencies, banks, landlords (ledger-core parties.rs). W-9/W-4 facts without the number (last four only; any nine-digit run in a party field is refused, Treas. Reg. 301.6109-4). Vendor and customer records link to parties on replay; core tags every bill, invoice, payment, and reversal with its counterparty. Journal events party.*, entry.party_set; payroll lines name the employee party. MCP: books.add_party, update_party, set_party_roles, set_w9, set_w4, parties, party, set_entry_party; draft_entry party; run_payroll employee; show party. Viewer: Parties directory and party pages, search, journal text, W-9 attention, demo data. One definition of a party's money (ledger_core::parties::activity) for MCP and viewer. 1099 amounts count payments from cash and financing accounts (a member paying for the company counts; a card doesn't; a prepayment counts when made): vendor_1099_report_with, B-19. Store: attachment links to any subject, statements, reconciliations (schema v11), with replay and projection. ledger-vault: encrypted TIN and W-9 records (ChaCha20-Poly1305, key file outside the books). Spec-blind tests for parties (core, store, MCP, viewer) and attachments. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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6e6f9d65b2 |
Fixed assets carry federal tax basis beside book value; tests sweep stale temp dirs
check / check (push) Canceled after 0s
- core: TaxBasisRule (cost IRC 1012, carryover IRC 723, personal-use conversion Treas. Reg. 1.168(i)-4(b)), TaxBasis with the contributor's adjusted basis, Asset::tax_basis and ::built_in_gain (IRC 704(c)); the register gains tax rule, contributor basis, tax basis, built-in gain, total tax basis, missing count (rules.md B-25; sources vendored in docs/spec/sources/irs-partnership-basis.md) - store: asset.tax_basis_set journaled, replayed, projected (schema v10) - mcp: books.set_asset_tax_basis; register_asset takes tax_basis_rule and contributor_basis, checked before anything registers (found by the spec-blind suite); list_assets and the register export (json, csv) carry tax basis; instructions say to record it for every asset - import: the register's XLSX and PDF gain the federal tax basis table with citations - viewer: tax basis on the Assets page, the asset page (a Tax basis card), the report, the journal, and Needs attention for assets without one - just: check and the mutation recipes sweep this user's test book dirs older than an hour (killed runs had left 23 GB in RAM-backed /tmp) - docs: the parties, attachments, TIN vault, completeness engine, and updates designs (docs/parties-and-attachments.md) - tests: spec-blind tax basis suites in core, store, MCP; register PDF/XLSX and viewer tests Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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2e14c702c0 |
viewer: journal text for asset.acquisition_linked; a test that every event type the store writes has plain-language journal text
check / check (push) Canceled after 0s
The acquisition link was added after the viewer's asset work and showed its raw event name in recent activity. The new test reads the event types from the store's replay arms, so the next new event without text fails it (checked: it fails without this fix). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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ee7e205f5c |
Fixed assets, fully featured: tags, serials, acquisition links, label sheets, the fixed asset register, and an Assets section in the viewer; fix a flaky verify
check / check (push) Canceled after 0s
- core: asset tags (generated PREFIX-0001 or the human's own; unique ignoring case; never reused by another asset) and serial numbers (rules.md B-24); a journaled link from an asset to the entry that acquired it (posted, unreversed, debiting the cost account); fixed_asset_register(as_of), reconciled to the GL (unposted depreciation, unregistered cost) - store: asset.tagged, asset.serial_set, asset.acquisition_linked journaled, replayed, projected (schema v9); differs_from now also compares control roles and tag history - config: [books] asset_tag_prefix, default the company's initials without legal-form words - import: Avery 5160/8160 label sheets with QR codes (geometry vendored from Avery, docs/spec/sources/avery-5160.md); the register as XLSX and PDF - mcp: register_asset tags (and links) automatically; books.label_asset, books.asset_labels; asset tools take a tag; books.show asset / assets page / register report; export fixed_asset_register (json, csv, xlsx, pdf) and in the CPA package - viewer: Assets page (register, reconciliation), asset page (identity, schedule posted vs not, entries, documents), Fixed asset register report, global search by tag/serial/description, journal text, needs-attention items - fix: verify compared snapshot amounts as strings; a zero total summed in hash-map order could print "0" or "0.00", so agreeing books failed verify at random. Now by value (regression test) - tests: spec-blind suites for tags, register, prefix, store, MCP; label and register PDF/XLSX tests; viewer tests Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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ca3a279219 |
viewer: drop parties' bill arms (the ledger tags bill entries with their vendor, which wins); burn tests for one covered month and breaking even
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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c1f92ed3e8 |
store journals payroll.taxes_remitted; viewer tests for the numbers mutation found unchecked
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A payroll tax remittance was journaled as a plain entry, so the viewer labeled it "Journal entry" and, at a 0.00 threshold, flagged it as missing a receipt (the server posts it without one, like a payroll run). The store now names it with payroll.taxes_remitted, as it names runs with payroll.run; replay and the projection pass over it, and the viewer's journal page describes it. tests/view_model.rs: the cash history is never empty when cash moved and ends on the last day it did; the prior month runs to the same day; burn averages over only the months the books cover, half away from zero; cash accounts found by name when the settings name none; card accounts; each entry's accounts debits first, once each; only what arrived since the last refresh is fresh; integrity counts files again without rereading them; the invoice's customer, the bill payment's vendor, payroll and remittance origins. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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47d301bcfe |
viewer: the overview's numbers checked against ledger-core
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Kpis gets a spec (cash, liabilities, receivables, month-to-date against the same days of last month, fiscal year to date, burn). tests/view_model.rs computes each from ledger-core on random books (month ends, leap days, any fiscal start) along with the period ranges, cash history, account labels, journal count, receipt rule, origins and parties, the blob root, and integrity counts. Burn rounds half away from zero, like the rest of wanderbooks (it was banker's rounding). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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eba85f9c77 |
viewer: click to copy values, amounts, and identifiers
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Company details (EIN, state number, address, every profile value), an entry's number and amount, an account's code and balance, a document's file name and SHA-256 copy on click: a pointer and copy icon on hover, a check for a moment after. Amounts copy as their exact plain decimal (fmt::plain: no "$", commas, or parentheses; "-" for negatives); where a click already drills down (report cells, register and transaction rows, general ledger lines), a right-click menu copies the amounts, the entry number, or the description. The sidebar's chain check copies the journal head and data folder. tests/copy.rs: every display style copies back to the exact value (property), and clicking the EIN, an entry's amount, and its number puts exactly that on the clipboard. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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8ac4e5438d |
mutants-gui timeout 300 s (tests compete with other mutants' builds); read_only test restores permissions on failure and sweeps leftovers from killed runs
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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fe9625502f |
viewer: proven read-only; its database check no longer creates SQLite files
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tests/read_only.rs: with every file and folder of the books read-only on disk, the viewer loads, follows live, and renders every page (receipts included), and every file keeps its bytes, size, and mtime; on writable books nothing appears beside the database either. Found: with no writer running, the snapshot's read-only open of the WAL database had to create -wal/-shm (a write into the books) and failed on read-only books, showing a false "database unreadable". With no -wal file no writer has it open, so check_disk now reads it immutable. just mutants-gui sweeps only what the viewer must get right: the view model's numbers (books.rs) and their formatting (fmt.rs); 179 mutants. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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9110cd888d |
gui: spec-blind suite; search finds the best match, axis ticks never overflow
check / check (push) Canceled after 0s
tests/spec_gui.rs (31 spec-blind tests): exact money text round-trips, file names never escape the folder or hit a Windows device name, history against a browser model, fuzzy search against a subsequence model, axis ticks, the view model against ledger-core, and the attention list. Found and fixed: - fuzzy matched greedily, so "ac c" scored 1 for "c" (the "c" inside "ac") instead of 5 for the word "c"; it now scores the best alignment. - ticks accumulated float error (a last tick at -5.55e-17 for a top of 0), gave more than n + 2 ticks at large magnitudes with tiny spans, and overflowed for spans near f64's limit. Ticks are now whole multiples of the step, checked, with [lo, hi] when f64 has no nice step. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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ea996f6e7e |
gui: every screen lays itself out to fit, down to a 360-point tiling slot
Narrow windows overlapped and clipped: the top bar's crumb, date, and search ran into each other; big numbers wrapped mid-figure; tables painted columns over each other; the entry and document panes squeezed their lists to slivers; anything too wide widened the whole page. - Below 1000 points the sidebar becomes an icon rail (names, attention, and integrity checks in tooltips). - The top bar lays out right to left: search shrinks to its icon, the date drops, the crumb truncates. - Pages are pinned to the window width with narrower margins when tight, so one wide thing can't push everything off screen. - Tiles (KPIs, cash accounts, documents) fit as many columns as the width allows, balanced across rows; KPI figures shrink rather than wrap. - Painted tables shrink their amount columns, clip labels with an ellipsis, then scroll sideways rather than overlap. - List/detail splits show only the detail when both won't fit. - Reports: the side list becomes a picker; controls wrap by known width. - Smaller fixes: chart labels thin out, company facts stack, journal timestamps yield, transaction filters become a dropdown. - Min window size drops to 360x400; the screenshot test covers every report, a register, a document, and a journal event. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX |
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swaitsandClaude Opus 5.5
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475d08b28e
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feat: books.show — the agent puts things on the viewer's screen
books.show asks the viewer to open an entry, an account register, a report (dates, month/quarter/year columns, prior-period or prior-year comparison), a document, a search, or a page. The request lives outside the books (runtime dir, keyed by data dir, written atomically); the viewer watches it beside the journal and applies books before navigating. 66 tools. Site: the dashboard is the hero again; 'Here's what using it looks like' shows the session beside the viewer, ending in books.show; the cash page replaces the repeated overview lower down. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu |
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swaitsandClaude Opus 5.5
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8637c1b05f
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site: dark screenshots; the hero shows a Claude Code session beside the viewer, same entry
The session (an HTML terminal pane, demo company) records the Adobe receipt; the viewer shows entry #245 with its lines and rendered receipt. Screenshot harness: SHOT_LIVE labels a fixed-books app as live. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu |
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swaitsandClaude Opus 5.5
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3f20858df3
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fix(gui): needs-attention grows to fit with 'show N more' instead of a hidden inner scroll; receipt wording follows the policy
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu |
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swaitsandClaude Opus 5.5
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2a00f4ef33
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fix(gui): recent activity rows clip before the timestamp column; SHOT_HEIGHT for tall screenshots
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu |
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swaitsandClaude Opus 5.5
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105fd52694
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feat: ledger-gui — a read-only, live desktop view of the books
egui/wgpu app for owners and their accountant: Overview, Cash, Profit, Transactions (with rendered receipts and journal history), Reports (statements with interval columns, comparisons, drill-down), Accounts, Documents, Company, Journal; Ctrl+K palette; back/forward; light/dark. Follows the journal live (~30 ms from write to screen). --demo opens a deterministic demo company, also used for screenshot tests. Engine: ledger-store Snapshot (read-only, incremental, tolerant of a half-written tail); ledger-core analysis (intervals, balance series, P&L by interval, cash flows); ledger-config extracted from ledger-mcp with the full company profile and cash_accounts. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu |