Commit Graph
12 Commits
Author SHA1 Message Date
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 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 2d36fb05a4 feat(core): prove the accounting laws (Kani + Lean); fix three engine gaps
The money arithmetic every invariant rests on now lives in one kernel,
ledger-core/src/kernel.rs: signing a line, totals, net, per-account
movements, reversal, normal balances, trial-balance columns, closing
lines, and the rounding plug for member splits. It is generic over a
checked `Amount` trait. The engine runs it on Decimal (validate,
movements, reverse_entry, account_balance, close_period_to, allocate,
trial_balance): there is one copy of the arithmetic, and it is the one
under proof.

Three layers, docs/verification.md maps every law to its proofs:

- Kani (src/proofs.rs): 17 harnesses prove the kernel at i64 for every
  input up to 4 lines over 3 accounts. An entry is accepted exactly
  when it is two or more positive, in-range lines whose debits equal
  credits; accepted entries net to zero; grouping by account loses
  nothing; a reversal mirrors and cancels its original; trial-balance
  columns balance iff the books net to zero; closing lines zero their
  accounts and a close balances however the net is split; the plug
  makes parts sum to the whole. No panics, no overflow. kani::cover!
  shows the proofs are not vacuous.
- Lean 4 (verify/lean): 24 headline theorems for books of any size. The
  ledger is a state machine (add account, draft, post, reverse, open,
  close), and in every reachable state the books net to zero, the trial
  balance balances (as of any date), and the accounting equation holds.
  Posting only appends ("posted is forever"), closed periods are
  frozen, a close zeroes revenue and expenses and credits exactly the net
  income, and period statements add up. Audit.lean shows standard axioms
  only, no sorry.
- Bridge (tests/kernel_bridge.rs): the Decimal and i64 kernels agree.

What the proofs found (each one missed by every test, fuzzer, and
mutant):

- The engine accepted negative line amounts; only MCP refused them. Now
  NegativeAmountLine: direction is the side's job.
- Summing lines near Decimal::MAX panicked. Lines are now capped at one
  quadrillion and ten decimal places (AmountOutOfRange), which keeps
  every realistic sum exact, and the kernel's sums are checked.
- FX conversion (foreign_amount * fx_rate) could panic the same way; it
  is now a checked multiply.
- Kani itself: 0.68 mis-models symbolic-length copy_from_slice
  (model-checking/kani#4904) and reported a reversal that doesn't net to
  zero. The counterexample, replayed natively, passes, and a 15-line
  standalone crate reproduces the bug. Harnesses avoid bulk copies, and
  a should_panic canary will flag the upstream fix.

`just prove` runs it all (Kani memory- and time-capped, fails on an
unsatisfiable cover or a non-standard Lean axiom). AGENTS.md now makes
formal coverage part of every core change.

Also, docs: GnuCash is *an* oracle, never *the* oracle (the owner). The
spec is accounting principles, proved. Golden files are recomputed from
principles. External implementations (GnuCash, the old Sheet, QBO/Xero)
are cross-checks whose disagreements get adjudicated, never obeyed.
docs/oracle.md gains "Who is right"; AGENTS, README, architecture,
roadmap, parity, and STATUS are reworded to match.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
2026-10-13 11:12:13 -06:00
swaitsandClaude Opus 5.5 65b97cef52 site, README: the GUI is the viewer; you work by talking to Claude or Codex
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 18:48:36 -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 e9af0046da site: wanderbooks.ai — one-liner, canonical and social tags, Netlify config and deploy recipes
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
2026-10-12 17:24:10 -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
swaitsandClaude Opus 5.5 c09325ef8c 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
2026-10-12 16:20:14 -07:00
swaits a9bef14536 docs: README quickstart covers wanderbooks init 2026-10-12 01:07:11 +00:00
swaits c6ed2009ef Docs: refresh for public repo — rewrite README, update roadmap/STATUS/requirements 2026-10-11 07:35:18 +00:00
swaits 8f614b1ac3 README: remove 'private while it cooks' — repo is now public 2026-10-11 07:32:59 +00:00
swaits e0244c2af5 Initial commit: wanderbooks accounting semantics engine 2026-10-11 00:45:48 +00:00