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docs: the 2026-10-28 drift review; the plan, status and docs brought to date

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

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Roadmap

Where wanderbooks has been, where it is, and where it is going. The detailed plan for the remaining work is plan/served.md (section 8.0: status, order, hand-off); plan/STATUS.md says where things stand this week. Revised 2026-10-28.

Done

Phase 1 — Semantics core (2026-10-10 to 2026-10-13)

The engine: exact money, five account types, balanced entries, the immutable posted log with reversals, trial balance, P&L, balance sheet, the cash flow statement, period close, fixed assets, schedules, tax categories, 1099 tracking, parties, A/R and A/P, payroll (accounting only), projects; golden files, property tests, mutation testing, fuzzing; the formal methods bar (Kani on the kernel, Lean on the laws, just prove).

Phase 2 — AI-first interface (2026-10-10 to 2026-10-15)

MCP is the primary interface, not a cloned GUI (the owner, 2026-10-10). ledger-store (hash-chained journal, SQLite projection, blob store), ledger-mcp (now 122 tools on main, 2026-10-28), ledger-import (QuickBooks CSV in; IIF, XLSX, PDF out), ledger-package (the CPA package), the read-only viewer ledger-gui (first version 2026-10-12; plan/gui.md). Capability parity 12 of 12 against the GSheet+GDrive workflow; the Sheet was frozen as of 2026-10-11 and the books cut over on 2026-10-20 (docs/capability-parity.md, docs/parallel-run.md, both historical now).

Phase 3 — Oracle harness (partly done)

Done: the GnuCash differential (just oracle: 200 random books, 15,800 exact comparisons, adjudicated from principles; docs/oracle.md Layer 5), the mutation, fuzz and proof layers. Open: fixture books diffed as snapshot() output automatically, and the machine-readable parity catalog with CI enforcing the non-regression floor (the floor is 21 done rows, enforced by review until then).

"Served" P0 to P3, Projects, P4b S1 to S4.3 (2026-10-16 to 2026-10-27)

The books became a server that owns its data, reached only through the MCP from anywhere, every setting in the journal, one executable, backups that restore, the format gate, the live books moved and re-verified (plan/served.md 8.1, plan/STATUS.md). Engine correctness (the 24 audit defects), projects, receivables and payables first class (documents read their figures from tagged standing lines), the invoice PDF, terms, numbers and line accounts in the core and the journal.

In flight (2026-10-28)

Built on paused branches, to be rebased and landed in order: P4b S4.4 (the create tools preview and confirm; the party contact block, D-55), S5 (sent tracking), S6 (paying on terms: multi-document payments, discounts, the processor fee, bills due, aging exports), S7 (bad debts), P6 (the evidence pipeline: extraction, dedup, annotations). Then S4.5 (the PDF, viewer and handbook of documents_v2) and the owner's one documents_v2 upgrade of the live books (Q-5).

The order is plan/served.md 8.0.2. Two tracks run beside each other:

The installed app: the destination (D-56, owner 2026-10-28). P11a: the platform groundwork first (the macOS and Windows keyring stores, the Windows data root and pipes, a macOS and Windows CI build; today the agent path works on Linux only), then the cargo-packager trial, wanderbooks update and rollback, the Linux packages (AUR, apt, dnf, AppImage), signing, the .dmg and the per-user Windows installer, updates staged and applied at restart (D-19, D-22, D-24 to D-26). Then P11b: the agent dock (Claude Code or Codex in a terminal along the bottom of the viewer) and books homes (D-27). "One app, one executable, separate processes."
The agent surface and the re-audit. P4 (draft states, one evidence gate, the preview digest, the digest tool), P5 (the result envelope, prompts, books.start v2, journal history, agent evals), P8 (audit and attestations), P10 (the owner's full re-audit of the first company's books through the MCP alone). P13 (bookspec, the formal accounting specification: steps 4 to 6, the spec text, the spec's own checker, the GnuCash adapter) runs beside. P12 (the whole max-testing pass again: mutation, fuzzing, full property runs, proofs) comes last, over everything.

And then beyond

Self-host for the owner is built (P9a: a system unit, the move with the head check, a static bearer over a tunnel). What follows the installed app, in order of the plan's decisions: claude.ai and ChatGPT reaching a self-hosted server through an external identity provider (P9b, after Q-6); then the paid, multi-tenant hosted service plan/served.md section 11 describes and does not build (per-tenant processes, client-side vault unwrap before any paid launch, a browser viewer, email-in, invitations). The design is kept compatible with it at every step.

Explicitly not on the roadmap

Bank feeds, payment processing, payroll tax tables and filing, tax filing. Those are integrations and regulated domains, not cloning targets. The engine gets clean seams for them; someone else's API provides them. Budgets were declined as bloat (R-FUTURE-6).

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