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Publish financial intelligence architecture review#121

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codeforester merged 1 commit into
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documentation/120-20260616-financial-intelligence-architecture
Jun 16, 2026
Merged

Publish financial intelligence architecture review#121
codeforester merged 1 commit into
mainfrom
documentation/120-20260616-financial-intelligence-architecture

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Summary

  • Add the financial intelligence vision, source architecture spec, AssetBuddy design notes, and reviewed architecture proposal under docs.
  • Record accepted v2 decisions: keep bankbuddy, use Document/Entity/Observation/Relationship as the foundation, use BB_ singular tables, minimize JSON, pause issue Add tax profile gap detection and annual summary #100, and start net-worth reporting with native-currency buckets.
  • Update README and AI context so the new architecture direction is discoverable.

Validation

  • git diff --check
  • git diff --cached --check
  • ./tests/validate.sh

Closes #120

@codeforester codeforester merged commit 81f1221 into main Jun 16, 2026
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@codeforester codeforester deleted the documentation/120-20260616-financial-intelligence-architecture branch June 16, 2026 08:21
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Publish financial intelligence architecture review

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