d5b9e5cf9973931eb4e5af0db954e3962f0c93f9
6
Commits
| Author | SHA1 | Message | Date | |
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 swaits
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d5b9e5cf99 |
feat(mcp): the create tools preview and confirm, and the party keeps its contact block (P4b S4.4)
An invoice is issued, not edited. Without `confirmed` the create tools now preview: the posting (with the accounts' codes, which the live chart may not hold yet), the number it will take, its due date, terms and early discount, warnings, and for an invoice the DRAFT copy of the PDF, handed over as a file. Nothing is written and no number is used up. With `confirmed` the invoice posts, takes the number the preview showed, and files the issued copy with itself in the same call: `receipt.attached` on its entry plus the link to the invoice, its SHA-256 in the event (A-1, A-7, B-40). The copy the customer received is therefore the copy in the books, and `books.document`'s re-created page can never be mistaken for it. The result also carries a `mailto` link for a human to send it; the books never send (A-4). A bill keeps what the plan says a bill is: the vendor's own invoice number, the vendor's invoice filed on its entry as its evidence, and, in books that have declared `documents_v2`, an account on every line, so no bill can land in General Expenses by default any more (A-9, A-10, A-13). A vendor number entered twice is refused unless the caller says why, and the reason is journaled with the second bill (B-40 item 4). Books that have not declared the feature keep recording bills exactly as before, so the owner's books keep working between units (D-39, 8.0.4). Terms are resolved in one place and in one order: the due date given, else the terms given, else the customer's or vendor's own default, else the books' `invoicing.default_terms`; a document given only a due date stores no terms, so an old-shape invoice is still written byte for byte as before (B-39, A-13). D-55: a party carries the owner's full contact block (phone, contact person, billing and shipping addresses, billing email). It rides the same `party.updated` event behind `documents_v2`, and an invoice's bill-to is snapshotted at issue with the billing address and billing email in place of the general ones when the party has them — `PartySnapshot::from_party` is the one place that rule lives, so a later edit cannot change what was sent, and the next invoice takes today's details. Tests: the wire tests are the new `crates/ledger-cli/tests/documents.rs` (preview writes nothing, the DRAFT copy, the issued copy's SHA-256 equals `books.get_receipt`'s, numbers run, a bill's file and terms, the duplicate refusal, the line-account rules, the terms fallback, the `party_id` alias and the ambiguity it refuses, the contact block's set and clear, and the bill-to at issue); `format_upgrade.rs` gains `documents_v2_refused_until_consent` and the cut-over test now refuses and then makes a document carrying a new field (8.0.6 item 3); the store tests are `the_contact_block_round_trips_and_replays` and `an_invoice_keeps_the_billing_details_it_was_issued_with`, and `books_written_under_older_rules_still_open` gains a hand-written contact-block event (8.0.6 item 1). Merge does not need the owner's go-ahead: the live books refuse a write that needs `documents_v2` until he gives it, and take every other write as before (8.0.6 item 6). No figure moved: S4 moves none. |
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 swaitsandClaude Opus 5.5
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c1f9001cfe
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feat: the invoice PDF, with stamps and each payment (P4b S3)
check / check (push) Canceled after 0s
ledger-import invoice_pdf (templates/invoice.typ): seller, bill-to, number, dates, terms, lines, total, each settled line and the balance due; money formatted in Rust (the template does no arithmetic), text as data, deterministic bytes. Stamps as a rubber stamp would mark it, in red: PAID (with the day it was paid in full: the invoice is then the customer's receipt), PARTIALLY PAID, PAST DUE, VOID; DRAFT in gray for S4's preview. ledger-package invoice_document builds it from the books as of a day: the derived figures (B-38), each payment that stands on its own line with its date, payment method and reference; re-created copies say so (the issued copy is kept from S4 on and never changes). books.document pdf hands it over as a download; the viewer's invoice page saves or opens it. The owner asked for the paid stamp with the payment's date and details (2026-10-24). 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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7d2bf0b75f
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feat(mcp): books.documents and books.document (P4b S2, read tools)
check / check (push) Canceled after 0s
books.documents lists invoices or bills, due date first, with what each still owes and its status, all derived from its ledger lines that stand (B-38): status open (default), overdue, paid, void, written_off, overpaid or all; party and due_by narrow it (what to pay this week). books.document shows one (ref invoice:N or bill:N) as of a day: lines with projects, total, paid, discounted, written off, outstanding, status, days overdue, and its timeline of every tagged ledger line, each saying whether its entry still stands. The over-the-wire test documents_list_and_timeline_over_the_wire covers a reversed payment; the happy-path journey covers both output schemas. 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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07f213c9e5
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feat(mcp): void, control check, payment method and reference (P4b S1, part B)
check / check (push) Canceled after 0s
books.void_document voids an invoice or bill that should never have existed by reversing its own entry with the reason (refused while a payment stands on it, naming that payment). books.control_check ties receivables and payables to their documents (B-23, B-38 INVARIANT 1): balance, documents' total, lines that are no document's, the documents needing attention; books.verify checks the identity and books.digest lists its problems (control_problems). books.receive_payment and books.pay_bill take instrument (tagged in the same call) and reference (in the description), and answer the document's derived remaining and status. The books record payments; they never collect or make them (D-45). Docs, handbook and STATUS; the over-the-wire test documents_void_and_tie_out_over_the_wire; the happy-path journey covers both tools' output schemas. The processor fee waits for S6. 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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ebb5fcb46f
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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 |
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swaitsandClaude Opus 5.5
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7741e96eb3
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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 |