Commit Graph
32 Commits
Author SHA1 Message Date
swaitsandClaude Fable 5.1 4b5f44689d feat(cli): a launch with nothing to say and no terminal is the viewer (P11a step 3)
An AppImage's launcher runs the desktop file's Exec line and appends the
arguments it was given, so with `Exec=wanderbooks gui` the AppImage's
`update` ran `wanderbooks gui update`: the program's own commands were
unreachable through it. The desktop files now say plain `Exec=wanderbooks`
and a bare launch with stdin not a terminal (a menu entry, a double-click)
is the viewer; at a terminal it is the usage, as before. The AppImage is
thereby also the command line (`Wanderbooks.AppImage update`).

Test: bare_launch_tests::only_nothing_at_all_with_no_terminal_is_the_viewer
(the launch itself cannot run under test: the viewer finds the account's
real data root from the password database, not from the environment).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
2026-10-29 15:12:18 -06:00
swaitsandClaude Fable 5.1 23f9e9395b feat(cli): wanderbooks update and rollback (P11a step 2)
`wanderbooks update` reads a release manifest (default: GitHub Releases'
fixed address, D-26), refuses anything not higher than this version,
downloads the platform's file and accepts it only if its sha256 matches
the manifest AND its minisign signature verifies against the release key
compiled into the program (WANDERBOOKS_RELEASE_PUBKEY at build time;
a build without one updates from nothing but a file:// feed whose key the
owner names with --trusted-key, so a local release can be tried). The
verified file is staged under <root>/updates/<version>/, the running
version is kept under updates/previous/ with the journal format it
understood, and the program file is replaced by a rename of a complete
copy made beside it (a reader sees the old file or the new, never a
part). The new program must answer --help; if not, the old one is put
back. Nothing tells the books to stop: the host already notices a
replaced executable and restarts onto it, finishing calls in progress
(host.rs INVARIANT 7).

`wanderbooks rollback` swaps the kept version back, and refuses while any
book declares a journal format or feature the kept version does not know
(plan 3.9: after the owner consents to a newer format the only way back is
the pre-upgrade restore). A package-managed install (a package ships
share/wanderbooks/install-method beside bin/) refuses both and says to use
the package manager. An AppImage replaces the file named by $APPIMAGE.

Tests (crates/ledger-cli/tests/update.rs): update_is_atomic,
failed_update_rolls_back, unsigned_update_refused (another key, other
bytes, a sha that differs, no signature, not a signature),
bridge_survives_update, update_waits_for_a_running_call,
package_managed_install_refuses_update, the kept-version and format-gate
tests; unit tests in ledger-host/src/update.rs.

Dependencies: minisign-verify 0.3 in ledger-host (what cargo-packager's
updater uses to check release files; no dependencies of its own) and
minisign 0.10 as a ledger-cli dev-dependency (the tests sign with a key
they make). sha2 and the two minisign crates are built optimized in debug
and test builds: the tests hash a debug build's program. The release
profile strips symbols, for the packages (P11a step 3).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
2026-10-29 15:12:18 -06:00
swaitsandClaude Opus 5.5 ebb5fcb46f refactor!: files only by handle: uploads in, downloads out (D-46)
check / check (push) Canceled after 0s
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
2026-10-24 09:18:14 -06:00
swaitsandClaude Opus 5.5 7741e96eb3 refactor!: one way to serve books: the stdio server is gone (D-44)
check / check (push) Canceled after 0s
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
2026-10-23 19:45:18 -06:00
swaitsandClaude Opus 5.5 d24653558c Tokens: one keyring item per token, read back; the bridge says a locked keyring; token check
check / check (push) Canceled after 0s
On the live books a reconnected bridge got no token from a keyring that
couldn't be read, was told to "make a token", and after
`token create --replace` kept on with the new token in memory while
`download` read a revoked one from the keyring.

- tokens.rs INVARIANT 4: keeping a token removes every item for its
  account in every collection, makes one and reads it back; reading finds
  every item and, finding several, refuses with how to keep one again; a
  locked or unreachable keyring is KeyringError::Unavailable, never
  "no token". The logic is shared by the OS keyring and the test files
  (now a folder per collection a test can lock, make unreachable, or
  plant a second item in).
- make_token reads the token back before saying anything, or revokes it.
- The bridge tells the agent the keyring is locked or unreachable and the
  token is fine (or that it holds several items), never to make a token;
  it reads the keyring again before every new session, even with a token
  held.
- `wanderbooks token check --book ID [--name N]`: whether the token kept
  here is the books' live one, asked by its SHA-256 (admin op
  token_check), never its text.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-22 04:17:22 -06:00
swaitsandClaude Opus 5.5 3a9aa92315 P3: the books' format moves only with the owner's go-ahead (D-39)
Books an update could write a newer format for open on their old format
and are asked at every open; anything needing a new feature is refused
until the owner agrees with the passphrase, after a verified backup that
includes the keys. New books start on the current format. Each projection
schema has its own database file, so an older version still opens the
books until the owner agrees.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-21 14:04:11 -06:00
swaitsandClaude Opus 5.5 cbb7d54463 P2 slice 9: put the old copies aside after an adoption
`wanderbooks books put-aside ID DATA-DIR [--vault DIR --vault-key FILE]
[PATH...]` moves the old copies of adopted books (their data folder, their
TIN vault and its key, their settings file, the git history around them,
old exports) whole into numbered folders of their own in the root's
legacy/, a list of where each came from written and synced first. Nothing
is deleted. Refused unless the books hold everything the old copy does,
byte for byte (journal, stored files, vault records, key; what adoption
left behind and records the books sealed anew are listed and go aside
too); while a wanderbooks process holds it open for writing; when its
head moved since the preview; for links, paths named twice, inside the
root or missing, a vault or key given as a plain path, and paths on
another disk. Renames never replace anything, and a move cut short puts
back what it moved. Three review rounds of data safety.

The plan records the cutover's answers (Q-3: move the old copies aside;
the backup repository and folder).

Also: `connect`'s "the books fernhill' agent token" reads properly, and
the restart tests wait for a copied program to be runnable (a child forked
by another test while the copy was written made it "text file busy").

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-20 12:50:43 -06:00
swaitsandClaude Opus 5.5 3cf359a0cd P2 slice 8: the viewer's menu, setup, no confinement (D-32)
No Landlock, no seccomp, no helper: isolation is "same_user
(advisory)". The lease socket keeps two intents (close, format-upgrade
consent). The viewer holds the books open while it runs and gains a
Books menu: New books, Back up now, Restore (preview, then confirm),
Close, Connect Claude Code / Codex. New commands `wanderbooks books
back-up` and `wanderbooks connect claude|codex`. The scaffold
(`new`/`init` and its templates) is gone; install.sh needs no sudo.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-20 11:14:22 -06:00
swaitsandClaude Opus 5.5 5bc0633cdd P2 slice 6: the viewer
`wanderbooks gui [BOOK]` finds the data root, reads settings from the
journal, the vault of the book, presence through ops/, Save a copy /
Open on every document, Save the W-9, the Export menu, and colour
schemes. One builder for the CPA package and the 1099 worksheet
(ledger-package), shared by the server and the viewer.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-20 11:14:21 -06:00
swaitsandClaude Opus 5.5 b26c099a68 P2 slice 5: files in and out
Files reach the books through the server: uploads by hash and size,
then filed; exports (the CPA package, the 1099 worksheet, W-9s) handed
over as downloads from the server, never read off disk by the agent.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-20 11:14:21 -06:00
swaitsandClaude Opus 5.5 d1f3ad891a P2 slice 4: access
Agent tokens (wb_ and 64 hex digits), one book and one name each, kept
only as SHA-256 in a chain log and in the OS keyring; made, listed and
revoked only through the admin socket (`wanderbooks token ...`). The
door checks them, scopes cover every tool, every call is in the access
log (fail closed), and the owner passphrase is an Argon2id hash.
Setup's terminal test waits for its prompts.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-20 11:14:20 -06:00
swaitsandClaude Opus 5.5 a298d154b6 P2 slice 3: opening and closing the books (plan 3.9, D-21, D-23)
One wanderbooks executable. The books are open while the viewer, an
agent session or a terminal holds them: a host process takes leases on
a socket, starts the server (the hidden mode `wanderbooks server`) with
a pipe on its input, and closes it 10 s after the last lease ends. No
background service. One host even in a race (run/host.lock).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-20 11:14:19 -06:00
swaitsandClaude Opus 5.5 b47331e9d5 P2 slice 2: the data root (plan 3.4, 5.5)
ledger_store::root: one private folder for every book, found without the
environment (--root, else the root setup recorded in a file only this
account can write, else the platform default under the home from the
password database). Every folder made 0700, files 0600; a root that is a
link, another user's, open to others, unmarked, or under a folder another
user could swap is refused; no error names it. Setup keeps a recorded
root, never makes a second root or moves books while one holds any, and
leaves a folder holding other things untouched. Books are created and
adopted one at a time; adoption reads the source under its writer lock
(changing nothing in it), copies into staging, re-hashes every stored
file against its name, checks every named file is there, opens and
verifies the copy with the source's head, imports settings for books
that keep none, syncs, and only then renames it into place.
wanderbooks setup makes the root and never prints where it is. Three
review rounds; mutation on the diff (docs/testing.md).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-18 14:42:32 -06:00
swaitsandClaude Opus 5.5 cab6e8a334 P2 slice 1: one executable (D-22)
The server and the viewer are libraries with run(prog, args), returning
Exit(code) instead of ending the process; ledger-mcp and ledger-gui are
one-line shims (the live books keep using them until the cutover).
wanderbooks dispatches dev-stdio and gui to them in-process; a mode must
come first and owns its flags. The gui feature (default) leaves the
viewer out of the server-only build, which just server-only builds,
clippies, tests, and checks for window libraries. The viewer's mutation
recipe is retired (owner, 2026-10-18); its two musts are tested
directly. Two review rounds; mutation on the diff (docs/testing.md).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-18 12:27:48 -06:00
swaitsandClaude Opus 5.5 c587593d78 P1: the books keep how they are kept
Settings, conventions (posting templates, approval rules, policies,
close steps, calendar, mappings, notes), decisions, open items and
entry approvals are journal events (journal format 2). Books that keep
their settings never read wanderbooks.toml or config.json; the server
and the viewer take the vault key from --vault-key-file instead.
books.import_settings moves a settings file in once, exactly as the
server reads it. Approval rules, when enforced, gate every posting
path. Replay refuses what it can't read as newer, never as corrupt.

Lean: a record changes no figure. Mutation on the whole diff: every
survivor killed by a test but two equivalent (docs/testing.md). The
Company page says a late open item is overdue in words, not colour
alone.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-17 19:27:48 -06:00
swaitsandClaude Opus 5.5 4f8047689f P0: pin dev tools, honest transports doc, tools-only template
mise.toml: pin cargo-mutants 27.1.0 and cargo-fuzz 0.13.2 (the latest
published, and what is installed) instead of "latest", so mutation and
fuzz runs repeat (plan/served.md I-13, P0).

docs/mcp-interface.md: the spec had two Transports sections, and the
first claimed bearer-token auth on Streamable HTTP. There is none: the
server uses rmcp's default config, whose only guard is a Host check for
localhost, 127.0.0.1 and ::1, with no token and no Origin check. One
section now says so plainly and points to plan/served.md P2 for auth.

ledger-cli AGENTS.md template: "the journal is the evidence - read it,
don't guess" led an agent to cat the journal file instead of asking the
books. The template now says to trace a figure through books.get_entry,
books.search_entries, or books.export (journal or general_ledger), and a
new bullet says the books are reached only through the wanderbooks MCP
tools: never open, list or parse the books' files, not even to look; if
a tool can't answer, say so. The other lines that sent the agent to the
data dir go too: onboarding is triggered by an empty books.chart instead
of a missing journal.jsonl, the CPA paragraph drops the ledger-gui
--data-dir books-data command, and the backup note no longer names the
journal's path. Test agents_md_reaches_the_books_only_through_tools
pins this; agents_md_carries_the_contract no longer expects journal.jsonl.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-16 18:18:05 -06:00
swaitsandClaude Opus 5.5 e1b2509c22 Shared parties with exact shares, member capital statements, TINs for any party, K-1 worksheet
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
2026-10-15 18:20:18 -06:00
swaitsandClaude Opus 5.5 08ce558ed3 Attachments, statements, reconciliations, TIN vault, counterparty policy
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
2026-10-15 15:42:37 -06:00
swaitsandClaude Opus 5.5 a299077991 Parties, attachment links, statements, reconciliations (store), TIN vault crate
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
2026-10-15 14:43:40 -06:00
swaitsandClaude Opus 5.5 2a188bd039 new: ignore the database copies kept when the projection is rebuilt (books-data/wanderbooks.mismatch.*)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
2026-10-15 13:53:44 -06:00
swaitsandClaude Opus 5.5 cd085108c1 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
- 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
2026-10-15 12:18:00 -06:00
swaitsandClaude Opus 5.5 762d47268a Control roles in the journal (books.assign_role, books.roles); the MCP reloads wanderbooks.toml on change and reports settings problems (books.settings, digest); new writes a full commented wanderbooks.toml
- core: ControlAccount keys, Ledger::assign_role/check_assign_role/role_account (rules.md B-23): one account per role, of the role's type, balance sheet roles move only when empty; invoices, bills, payroll, remittance, and closes post to the assigned account; an assigned role frees its default code for renumbering
- store: role.assigned journaled and replayed (strict account_id)
- mcp: settings.rs reloads by content at the start of each request, keeps the last good settings on a broken edit; books.settings with chart problems; digest settings_problems; instructions say when to edit the toml
- viewer: journal text for role.assigned
- cli: full example wanderbooks.toml, tested to load with every example uncommented
- tests: spec_roles.rs (25, spec-blind), store roles.rs (6), MCP reload/problems/roles, settings unit tests

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
2026-10-15 10:30:16 -06:00
swaitsandClaude Opus 5.5 b2b49267db fix(store): one writer at a time; a second is refused, not allowed to corrupt the books
Max-testing pass on ledger-store, found during the survey: nothing
stopped two processes from opening the same books for writing. Two
agent sessions (two MCP servers) on one books dir would each extend the
hash chain from the same last line; one write from each broke the
journal ("seq gap: expected 3, found 2") and the books would not open.

The store now holds an exclusive lock on books-data/wanderbooks.lock
(std's File::try_lock, no new dependency) from before it reads the
journal until it is dropped; the OS releases it if the process dies. A
second writer gets StoreError::Locked saying another process has the
books open. The viewer reads through Snapshot and never takes the lock.
The lock file is git-ignored in the books scaffold.

Regression: a_second_writer_is_refused_while_the_first_has_the_books
(refused while open, allowed after close, books whole).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
2026-10-13 16:05:59 -06:00
swaitsandClaude Opus 5.5 3b274ed853 cli: the viewer check is just session-start, hooked for Claude Code and Codex
New books dirs get .codex/hooks.json beside .claude/settings.json; both
SessionStart hooks run one justfile recipe, which reports the viewer's
state per [viewer] open_at_start (and opens it itself for "always").
Codex runs project hooks only once the dir is trusted and the hook
approved, so new --codex says so; AGENTS.md stays the fallback.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Tpv1gBaepKjQiAVJqejGbA
2026-10-12 19:44:04 -06:00
swaitsandClaude Opus 5.5 db61a60e6a cli: new books dirs get a SessionStart hook that checks the viewer
The viewer offer (open_at_start) lived only in AGENTS.md, so it depended
on the agent remembering it on its first turn. The scaffold's
.claude/settings.json now runs just gui-status at session start and hands
the agent the result plus open_at_start.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Tpv1gBaepKjQiAVJqejGbA
2026-10-12 19:41:48 -06:00
swaitsandClaude Opus 5.5 72b66b5800 cli: just gui runs the viewer in the background; gui-fg, gui-status, [viewer] open_at_start
The scaffolded justfile now detaches the viewer (log in books-data/gui.log)
and won't open a second one for the same books. AGENTS.md tells the agent
to check gui-status at session start and follow open_at_start
(ask/always/never) in wanderbooks.toml.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DeBdcyb3YyRkcpicBZH5wh
2026-10-12 19:38:33 -06:00
swaitsandClaude Opus 5.5 c16899f5d6 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
2026-10-12 19:03:19 -06:00
swaitsandClaude Opus 5.5 96f08ae87f feat: Codex support in wanderbooks new; the site leads with 'free, turn Claude or Codex into a full bookkeeping system'
wanderbooks new --codex registers the books' MCP server with Codex (as
wanderbooks-<dir>) and starts Codex; the scaffolded justfile gains codex
and codex-setup. The site drops 'hire', says free up front, shows
Claude Code or Codex + wanderbooks = a complete bookkeeping system, and
explains MCP and cost in the FAQ.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 18:47:51 -06:00
swaitsandClaude Opus 5.5 061d433f88 feat: the CPA package carries the evidence; the site answers 'why not QuickBooks?'
CPA package: every receipt behind the period's entries with an index,
company documents, the journal as IIF, the 1099 worksheet, and a README;
include_receipts=false for a light package. The scaffolded AGENTS.md
covers receipts from email, switching from QuickBooks/Xero/spreadsheets,
and working with the CPA. GUI: a books copy without a server database
reads 'Read-only copy'. Site: example prompts, QuickBooks comparison,
what it does and doesn't do yet, the CPA section, FAQ.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 17:14:42 -07:00
swaitsandClaude Opus 5.5 2a976e68a2 feat: end-to-end integrity checks with self-healing; website; installer and Windows fixes
Store::verify compares the whole SQLite projection, every table row for
row, against a fresh projection of the journal; verify_and_heal rebuilds a
drifted database (keeping the old file) at every server start and via the
new books.verify tool, which also re-hashes every blob. The GUI checks the
server's database read-only and every stored file, and shows the result.
rebuild() also drops stale WAL/SHM files.

site/: the wanderbooks website (just site, just publish). install.sh:
OS detection (Windows points to WSL2), C compiler and git checks,
WANDERBOOKS_REPO. Windows: no directory fsync off Unix; .exe-aware lookup.
Repo justfile: check, build, install, demo, site.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 17:05:05 -07:00
swaitsandClaude Opus 5.5 07f5b8e154 feat: one-command onboarding — wanderbooks new, install.sh, justfile
wanderbooks new DIR installs the server and GUI if missing, writes the
books dir (AGENTS.md + CLAUDE.md, wanderbooks.toml, justfile, .mcp.json,
.claude/settings.json approving the server), commits, and starts claude
onboarding. install.sh: Rust + cargo install + wanderbooks new in one
line. The tax summary labels its net when accounts are uncategorized.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 16:29:29 -07:00
swaits 83ccafb448 feat: wanderbooks init scaffolds mise.toml + AGENT.md + books layout 2026-10-12 01:07:01 +00:00