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7 Commits
Author SHA1 Message Date
swaitsandClaude Opus 5.5 1771d87e0e 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
check / check (push) Canceled after 0s
Details 
- 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 9eba3180b4 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 799aee58ea 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 b38c9e39cc 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 a9850b6b05 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 714867ed58 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 3aae8cd2a6 test: init scaffold integration tests (5 green) 2026-10-12 01:07:02 +00:00