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 Docs: plan D-44 (D-18 superseded), STATUS,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
A test run killed mid-test runs no destructor, so a server it had
stopped (SIGSTOP, to show the CLI doesn't hang on one) stays stopped for
good: one sat for a day. sweep-test-tmp, run before and after just
check, now ends any wanderbooks process whose --root is a test (wb-*)
dir that no longer exists, waking it first; the live books' processes
have no test --root and are never matched.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
The project page opens on a snapshot: revenue, direct costs, the
contribution before overhead and its margin of revenue (a segment
margin: revenue less every cost traced to the project, fixed and
variable; B-37 item 7), in the black or red, and for on-spec work the
cost unrecovered if repaid. To date or this fiscal year. By month,
revenue and costs with the net to date in its own strip; costs by
category; the list colors each net by its sign. books.project carries
the same figures, and a parity test runs the viewer and the MCP on the
same books to the cent. Tests honor TMPDIR.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
Split kernel::entry_flows into entry_movements and flows_of so the
reversal-mirror proof fits CI; prove runs the fast harnesses, prove-slow
the 8 slow ones (own job in scheduled CI), prove-all both. Laws in
verification.md renumbered 1-31 with a table of all 55 harnesses.
MCP docs checked against the 115 tools (about 60 fixes) with a test that
every tool is documented; rules.md cross-references fixed; bookspec
statuses and loader tightened; viewer notes wrap and accounts sort by
code; STATUS.md says P3 is built, cutover pending.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
The first scheduled run (2026-10-19) failed four ways: the viewer's
mutation job called the recipe retired in P2 slice 1 (owner, 2026-10-18:
no mutation runs on the GUI); the core and MCP runs were stopped at
GitHub's six hours; the import run missed six mutants.
- Every mutation recipe takes a shard (k/n, default all of it); the
workflow runs the core in 8 shards, the store in 4, the importers in 2,
the MCP server in 16, each its own job with a 350-minute limit.
- Test timeouts are three times each run's own baseline, never under the
recipe's old fixed value, so slower runners don't report false
timeouts.
- The mutants-gui job is gone.
- ledger-import: rule_marks_match_their_notes,
asset_register_xlsx_headings_and_totals_rule and
xlsx_missing_amounts_are_cells_only_on_ruled_rows catch the six
(the tax-basis rule marks, a heading's alignment, the totals row's
blank cells, and a blank amount cell only on ruled rows), each checked
against its mutant by hand.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
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
Many test helpers removed their temp dir only before the test, or only
on pass, so runs left them behind: 117,000 filled /tmp (RAM here) and
stopped a mutation run. Each now holds a guard that removes the dir on
drop, unwind included; servers started on a test dir hold its guard
until they stop. A full cargo test --workspace leaves 0 dirs (859
before). just sweep-test-tmp stays for runs killed mid-test.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
- 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
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
cargo-mutants copies and builds the tree per job in TMPDIR; on Arch /tmp
is tmpfs (RAM, up to half of it), and a GUI run put 20 GB there. Every
recipe now uses $XDG_CACHE_HOME/wanderbooks/mutants (~/.cache/...).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
tests/http_concurrency.rs: six HTTP clients at once against one store
(main.rs serve_http shares it): every bare entry refused at threshold
0.00, every receipted one posted, each contested draft posted exactly
once, books verify and balance, a restart replays the same head.
spec_mcp.rs: the response timeout is 180 s (a mutation run's jobs
contend for a synced disk; the baseline timed out at 30 s), and
MCP_CASES sets the state machine's cases (just mutants-mcp uses 16).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
report_to_xlsx gains INVARIANTS 4-6 (header block, right-aligned amount
headings, spacer and account spacing, footer one empty row down, rules
exactly where rule_above says, exact text grouped in threes), tested by
reading the workbook's styles, merges and column widths. The general
ledger's footer now sits one empty row down like the other sheets.
Also killed: IIF transliteration arms, tax summary's optional sections,
and day-equals-month bank dates. `just mutants-import`, weekly in CI.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
`just mutants-store` (64 random cases per mutant, temp books on a RAM
disk in CI) runs beside the core's weekly; fuzz_store_replay joins the
weekly fuzz matrix. docs/testing.md lists the spec-blind store suite,
the refusal property's converse law, and the replay fuzz oracles.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
benches/store.rs (criterion, in `just bench`): open 249 ms, viewer load
616 ms, full verify 809 ms, post one entry (four synced appends) 62 ms.
The books are built on a temp dir and copied under target/ so every
sync hits a real disk. Baselines in docs/testing.md; no budget, by
decision.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
Max-testing pass, step 8. The final mutation run left 112 survivors
(89% caught). Three agents triaged them by file, by the playbook's
table: spec the boundary then test it, a law rather than one more
pinned value, assert the real value, never weaken a test. Every expected
value is hand-computed.
- reports.rs (35): 28 killed, chiefly cash flow (inclusive start date,
each line's sign and label, a loss on disposal moving to investing,
financing designation), general ledger and members' equity date
boundaries, and the balanced() checks (a real report nudged by a cent
must stop balancing). 7 equivalent: four >/>= after an early return on
zero; two in dead code (removed in this commit); one sign of a zero
cleaned on output.
- ledger.rs, kernel.rs, journal.rs, money.rs (52, plus one new): 49
killed, including every replay_* mutant at the core level (ids,
accumulation, status, vendor tags, out-of-order refusal), FX rates,
0%/100% deductible boundaries, a dividend sweep with no income, the
legacy member rounding at close, a bill paid on its own date, a
liability-account reconciliation, mixed-currency entries (via serde),
ISO 4217 minor units, Display/Debug. 3 equivalent: zero refused before
a </<= check; a period whose end is in a closed period refused earlier;
columns(0).
- schedules, tax, analysis, payouts, assets, form1099 (25): 23 killed
(schedule length 1-600, recurring end on its start, frequency parsing
and stepping, cost of goods in tax net, a zero payout, disposal on the
purchase date, quarter starts, labels); 2 equivalent (zero adds zero;
days_held is provably >= 1).
Two small production cleanups the triage surfaced: kernel::columns(0)
returned a negative-zero credit that would print "-0" (regression
a_zero_movement_has_no_negative_zero_column, shown to fail before); and
cash_flow computed a book value it never used.
Spec lines added where a boundary wasn't specified (cash flow's
inclusive start and line signs, members' equity start date, payout with
no deposit, disposal on the purchase date, bill paid on its own date).
`just mutants` now runs core and store tests (the store's replay tests),
not the whole workspace, which rebuilt the viewer for every mutant.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
Max-testing pass, ranks 4-6 and step 9 for ledger-core.
Fuzzing (rank 4): fuzz_op_sequence now drives balanced pairs, foreign
lines, periods, closes, and amounts from raw decimal bits, and asserts
the books stay valid (TB balances, posted entries validate, no draft in
a closed period); new fuzz_core_serde (every persisted core type
round-trips) and fuzz_store_open (a corrupt journal is an error, never a
panic); hangs count (-timeout=10). 54M executions; one crash:
- fuzz_journal_line: a number too big for an integer parsed as a float,
and its canonical form (which the hash chain covers) re-canonicalized
differently. The journal never holds floats (R-2), so the reader now
refuses them (JournalLine::parse, used by every journal reader);
regression a_journal_line_with_a_float_is_refused. Checked first: the
real books' journal has none. Rerun: 13.2M executions, clean.
Seeds in fuzz/seeds/ (synthetic, minimal); the grown corpora stay out of
git. `just fuzz <target> <seconds>`.
Miri (rank 4): the core's unit, bridge, and invariant tests under Miri
(our code has no unsafe; rust_decimal and chrono do): no undefined
behavior. `just miri`. A pinned nightly (nightly-2026-10-01, with miri)
is now in mise.toml.
Benchmarks (rank 6): criterion (new dev-dependency: the playbook's Rust
benchmark tool; none existed) in benches/books.rs; baselines in
docs/testing.md. The store's per-command rehearsal clone costs ~1 ms at
10k entries. No budget yet, so nothing gates on them. `just bench`.
CI: .github/workflows/check.yml runs `just check` on every push;
scheduled.yml runs proofs, the GnuCash oracle, fuzzing, and mutation
weekly. Tools come from mise.toml.
docs/testing.md: every layer, its oracle rank, command, runtime, and
gate; benchmark baselines; the ASSUMED invariants for the owner to reject;
the gap list with triggers. docs/oracle.md's fuzzing paragraph had
claimed persistent corpora that didn't exist; corrected.
Also: ledger-import now inherits the workspace lints (nightly cargo
warned).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
Max-testing pass, steps 2-4.
Spec-blind tests (rank 1-2): four agents, each given only the specs and
the public interface (doc comments and signatures, every body removed,
never src/ or the existing tests), wrote tests/spec_reports.rs (62),
spec_ledger.rs (72), spec_arap.rs (42), spec_assets_payroll.rs (50):
hand-computed examples per scenario and a proptest law per invariant
(conservation, partition, invariance, scaling, reversal cancels,
"a refusal leaves the books unchanged" over random invalid commands).
They found:
1. A refused payroll run changed the books: an all-zero run passed
validation, then failed at post after creating seven payroll
accounts and using up an entry id. validate_payroll_lines now
refuses a run with no gross pay.
2. A refused add_account used up an account id (empty code, duplicate,
unknown parent). The id is now taken only when the account is added.
3. Stale prose: close_period_to and members_equity still described the
old last-member rounding.
4. Open (left #[ignore]d pending the owner): depreciation_schedule's doc
says "through the month containing" the date; the code prorates that
month by days.
GnuCash oracle (rank 3, an oracle never the spec): `just oracle` builds
GnuCash 5.10 in a container pinned by base digest and package versions
(oracle/gnucash/) and runs tests/oracle_gnucash.rs: 200 seeded random
books built through wanderbooks (entries, foreign lines, reversals,
monthly closes), every account's balance at month ends and random dates
and each month's P&L, compared exactly: 15,800 comparisons. First run:
4,724 differences, all from foreign lines; without them, zero.
Adjudicated from principles (rules.md B-3): wanderbooks booked
foreign * rate unrounded ($108.34567); a ledger in one money holds no
fractions of its smallest unit, and its cash must match a bank. The owner
decided: book in the base currency's minor unit, half away from zero.
add_line_fx now rounds; minor units per ISO 4217 list one (2026-09-17,
SIX), generated into Currency::minor_units and recorded in
docs/spec/sources/iso-4217.md. Replay now takes the journaled base
amount (replay_add_line_fx), so lines booked before replay exactly as
booked (contract: books_written_under_older_rules_still_open). Now:
zero differences, foreign lines included.
Tests: 449, from 223.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
Max-testing pass, step 2: every domain decision in ledger.rs and
reports.rs gets a GOAL / SOURCE / INVARIANTS / SCENARIOS block in its
doc comment: post_entry, try_create_entry, close_period_to,
mark_cleared, reconciliation_report, account_balance, create_invoice,
create_bill, receive_payment, pay_bill, register_asset, dispose_asset,
run_payroll, remit_payroll_taxes, set_line_class, set_entry_vendor;
trial_balance(_as_of), profit_and_loss_for_period, balance_sheet_as_of,
general_ledger, members_equity, cash_flow, profit_and_loss_by_class,
snapshot. Sources trace to docs/spec/rules.md (and through it to
Pacioli, the IRS, FASB); what no document settles is marked CONVENTION,
DECISION, or ASSUMED for the owner to confirm. The specs are the input to
spec-blind test writing (the next step): tests derived from the spec
alone, never from the code.
Also: rustdoc now runs in `just check` with -D warnings; fixed the seven
existing broken intra-doc links and one bare URL.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01GWVo7x3UHw5kwCUaWxiejX
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
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
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
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
swaitsandClaude Opus 5.5