swaitsandClaude Fable 5.1
bcd1048bb8
The plan and the status documents say what is true after the merges of 2026-10-29: served.md section 0, the 8.0.1 rows and unit Status lines for S4.4, S5, S6, S7 and P6 (landed, with commits), the 8.0.2 resume paragraph turned into the record of what the merges found, P6's At-merge bullet (the write-off and dedup interaction, the five tests its interrupted gate never reached, schema 18), P9a's Done-when 1 verified by the green two-user job, D-58 and D-59 in order. D-60 (the owner): per merge a compile and the unit's own tests; the exhaustive gates once per batch, at the end. AGENTS.md's two gate sentences, HANDOFF.md's merging procedure and the plan carry it, with the reason: five full gates around five merges took twelve hours and the one gate at the end found the same five tests. Q-9 (open, for the owner): P6's `ledger-store` -> `ledger-import` dependency, with the options and the recommendation; architecture.md marks the arrow as under review. testing.md records the merge's test changes under P6. STATUS.md gains "Now (2026-10-29)" with the gate figures (170 suites, 2,944 tests, 77 minutes), the CI state and the next steps; HANDOFF.md, roadmap.md, gui.md and the parties doc drop the paused-branch wording; README counts 129 tools and about 2,950 tests. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
103 lines
5.0 KiB
Markdown
103 lines
5.0 KiB
Markdown
# Roadmap
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Where wanderbooks has been, where it is, and where it is going. The
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detailed plan for the remaining work is `plan/served.md` (section 8.0:
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status, order, hand-off); `plan/STATUS.md` says where things stand this
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week. Revised 2026-10-28.
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## Done
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### Phase 1 — Semantics core (2026-10-10 to 2026-10-13)
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The engine: exact money, five account types, balanced entries, the
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immutable posted log with reversals, trial balance, P&L, balance sheet,
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the cash flow statement, period close, fixed assets, schedules, tax
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categories, 1099 tracking, parties, A/R and A/P, payroll (accounting
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only), projects; golden files, property tests, mutation testing, fuzzing;
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the formal methods bar (Kani on the kernel, Lean on the laws,
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`just prove`).
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### Phase 2 — AI-first interface (2026-10-10 to 2026-10-15)
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MCP is the primary interface, not a cloned GUI (the owner, 2026-10-10).
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`ledger-store` (hash-chained journal, SQLite projection, blob store),
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`ledger-mcp` (now 122 tools on `main`, 2026-10-28), `ledger-import`
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(QuickBooks CSV in; IIF, XLSX, PDF out), `ledger-package` (the CPA
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package), the read-only viewer `ledger-gui` (first version 2026-10-12;
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`plan/gui.md`). Capability parity 12 of 12 against the GSheet+GDrive
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workflow; the Sheet was frozen as of 2026-10-11 and the books cut over
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on 2026-10-20 (`docs/capability-parity.md`, `docs/parallel-run.md`, both
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historical now).
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### Phase 3 — Oracle harness (partly done)
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Done: the GnuCash differential (`just oracle`: 200 random books, 15,800
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exact comparisons, adjudicated from principles; `docs/oracle.md` Layer
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5), the mutation, fuzz and proof layers. Open: fixture books diffed as
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`snapshot()` output automatically, and the machine-readable parity
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catalog with CI enforcing the non-regression floor (the floor is 21
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`done` rows, enforced by review until then).
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### "Served" P0 to P3, Projects, P4b S1 to S4.3 (2026-10-16 to 2026-10-27)
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The books became a server that owns its data, reached only through the
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MCP from anywhere, every setting in the journal, one executable, backups
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that restore, the format gate, the live books moved and re-verified
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(`plan/served.md` 8.1, `plan/STATUS.md`). Engine correctness (the 24
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audit defects), projects, receivables and payables first class
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(documents read their figures from tagged standing lines), the invoice
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PDF, terms, numbers and line accounts in the core and the journal.
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## Landed 2026-10-29
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The wave paused on 2026-10-27, merged in order on `main`: P4b S4.4 (the
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create tools preview and confirm; the party contact block, D-55), S5
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(sent tracking), S6 (paying on terms: multi-document payments,
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discounts, the processor fee, bills due, aging exports), S7 (bad debts),
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P6 (the evidence pipeline: extraction, dedup, annotations). In flight:
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nothing. Next: S4.5 (the PDF, viewer and handbook of `documents_v2`),
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P11a step 0 beside it, and after P4 the owner's one upgrade of the live
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books (D-57).
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## Next
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The order is `plan/served.md` 8.0.2. Two tracks run beside each other:
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1. **The installed app: the destination (D-56, owner 2026-10-28).**
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P11a: the platform groundwork first (the macOS and Windows keyring
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stores, the Windows data root and pipes, a macOS and Windows CI
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build; today the agent path works on Linux only), then the
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cargo-packager trial, `wanderbooks update` and `rollback`, the Linux
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packages (AUR, apt, dnf, AppImage), signing, the `.dmg` and the
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per-user Windows installer, updates staged and applied at restart
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(D-19, D-22, D-24 to D-26). Then P11b: the agent dock (Claude Code or
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Codex in a terminal along the bottom of the viewer) and books homes
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(D-27). "One app, one executable, separate processes."
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2. **The agent surface and the re-audit.** P4 (draft states, one
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evidence gate, the preview digest, the digest tool), P5 (the result
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envelope, prompts, `books.start` v2, journal history, agent evals),
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P8 (audit and attestations), P10 (the owner's full re-audit of the
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first company's books through the MCP alone). P13 (bookspec, the
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formal accounting specification: steps 4 to 6, the spec text, the
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spec's own checker, the GnuCash adapter) runs beside. P12 (the whole
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max-testing pass again: mutation, fuzzing, full property runs, proofs)
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comes last, over everything.
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## And then beyond
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Self-host for the owner is built (P9a: a system unit, the move with the
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head check, a static bearer over a tunnel). What follows the installed
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app, in order of the plan's decisions: claude.ai and ChatGPT reaching a
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self-hosted server through an external identity provider (P9b, after
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Q-6); then the paid, multi-tenant hosted service `plan/served.md` section
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11 describes and does not build (per-tenant processes, client-side vault
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unwrap before any paid launch, a browser viewer, email-in, invitations).
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The design is kept compatible with it at every step.
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## Explicitly not on the roadmap
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Bank feeds, payment processing, payroll tax tables and filing, tax
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filing. Those are integrations and regulated domains, not cloning
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targets. The engine gets clean seams for them; someone else's API
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provides them. Budgets were declined as bloat (R-FUTURE-6).
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