Chris Olson
c3cf0f3eb8
Foundation: single arm64 container (Hono + SQLite via Drizzle, React + Vite), local sign-in with long-lived sessions and passkeys, roles (read-only, full access, admin), nightly and pre-upgrade backups, light and dark themes, date-based version numbers, and the ideas lightbulb behind IDEAS_ENABLED. Money in: accounts with balances, CSV import with bank detection, a column mapping pop-up for unknown layouts, duplicate checks, transfer pairing and undo; one-tap review with learned rules; activity with search, splits, tags, notes and cash entries. Statement files are blocked from commits by a pre-commit hook; tests use synthetic fixtures only. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
19 lines
836 B
Markdown
19 lines
836 B
Markdown
# Statement samples
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Drop your bank and card exports here, exactly as downloaded.
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1. Make one folder per account, named however you like, e.g. `bofa-checking`,
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`bofa-savings`, `discover-1`, `discover-2`, `chase-prime-visa`.
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2. Put that account's export in its folder untouched: same file name, same
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contents. Two or three months per account is plenty.
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3. That's it. Tell Claude when they're in place.
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How these files are protected:
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- Git ignores everything in this folder except this note, and a pre-commit
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check blocks statement files anywhere in the project.
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- Only the `pi` user can open this folder.
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- Claude never opens the raw files. A script on this server turns each one
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into a masked profile (column headers, date and amount formats, value
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shapes such as `Aaaaaa #999` and `-99.99`), and Claude works from that.
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