Commit Graph
19 Commits
Author SHA1 Message Date
swaitsandClaude Fable 5.1 fc7ba81f12 ci: mutation testing is local only (D-59); the weekly run keeps proofs, oracle and fuzz
The owner, 2026-10-29: mutation testing is for local runs, not CI. The
weekly workflow's mutation shards (core, store, import, config, MCP) are
removed; they failed every week on the survivors and timeouts D-33
deferred to P12, and their red hid the run's real findings (a
fuzz_store_replay crash and a fuzz_settings_replay build break, both
being fixed). just mutants-* stays for the desktop; P12 runs the pass
whole. Recorded as D-59; the docs that said the shards keep running are
corrected.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
2026-10-29 01:28:50 -06:00
swaitsandClaude Fable 5.1 af553a3706 docs: the 2026-10-28 drift review; the plan, status and docs brought to date
check / check (push) Canceled after 0s
two-user / two-user (push) Canceled after 0s
The planning session read plan/served.md, every design document and the
five branches the owner paused on 2026-10-27 against main (44ee4083),
with dry-run merges touching no branch. plan/2026-10-28_DRIFT_REPORT.md
lists every divergence and judges every recorded departure (all kept;
three owed back; one needs a decision: P6 made ledger-store depend on
ledger-import).

The plan: section 0 "What changed on 2026-10-28"; 8.0.1 and the unit
Status lines name S4.4, S5, S6, S7 and P6 as built but unmerged; 8.0.2
records the destination (D-56: the installed app, P11a starts now) and
the resume order with the known conflicts (the shared documents.rs
test file, the types.rs appends, P6 retaking schema 18, the law numbers
34 to 37); 8.0.3 lists the names the EM approved during the wave; P11a
gains step 0 (the macOS and Windows keyring stores, the Windows data
root and pipes, a cross-platform CI build: today the agent path runs on
Linux alone); Q-5 is due and Q-8 asks whether D-47 to D-54 stand; the
Landlock sentences in section 2 and server.toml are struck.

STATUS.md and HANDOFF.md say where things stand and how to resume;
roadmap.md and gui.md are rewritten to today. The docs lose their
stale facts: 122 tools, 2,700 tests, the parity floor at 21 with the
P4b notes the slices never wrote, the ten crates and their dependency
graph (jiff added to the core's allowed list), the cutover of
2026-10-20 recorded in capability-parity.md and parallel-run.md, the
P4b S1 law and its two Kani harnesses added to verification.md (law
34), the proof counts (51 and 9), and README, the site and install.sh
honest about macOS (the viewer runs; connecting an agent waits for
P11a's keyring store, and the installer now says so instead of failing).

just check on main at 44ee4083: exit 0 (167 suites, 2,871 passed, 0
failed, 7 ignored, the server-only build clean). No code changed.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
2026-10-28 18:26:23 -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 321b94562a Projects: classes as entities, and the sidebar fits short windows
check / check (push) Canceled after 0s
A project is a class with facts (description, status, kind, party,
dates, links, notes) in one project.set event behind the format
feature projects. Four tools (books.add_project, update_project,
projects, project); documents and decisions link to projects; B-37:
on-spec costs are expensed as incurred, repayment is revenue, and the
unrecovered cost is never below zero (Kani). Viewer: a Projects list
and a project page with its figures, by month and by account. The
sidebar measures its footer instead of reserving a fixed 172 px.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-22 03:50:52 -06:00
swaitsandClaude Opus 5.5 0495726001 P3 review: the surface, docs and proofs
check / check (push) Canceled after 0s
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
2026-10-22 02:13:08 -06:00
swaitsandClaude Opus 5.5 9ab003d0d1 P3: rename accounts, one set of period defaults, tax categories warn or refuse (defects 15, 16, 8)
check / check (push) Canceled after 0s
books.rename_account; account names trimmed, bounded, refused when a
sibling's or TIN-shaped; books.show refuses what its target ignores. A
report asked for without dates covers this fiscal year so far, everywhere
(one rule for tools, descriptions and the viewer; the IIF and CPA package
keep their own dates). policy.require_tax_category warns or refuses; a
Form 4797 gain is shown apart on every return.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-21 10:41:24 -06:00
swaitsandClaude Opus 5.5 eb4329bb2a P3: the cash flow statement by ASC 230 (defect 1, D-35, D-42)
check / check (push) Canceled after 0s
Direct method with the operating reconciliation and noncash schedules; it
foots by construction (Lean and Kani). Every non-cash account belongs to
one section; reversals net; a member or lender paying for the company is
cash borrowed and spent (D-42, constructive receipt and disbursement);
property a member contributes stays noncash. The bookspec seed: one loader
checks every example.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
2026-10-21 09:35:32 -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 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