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Budget Triage

Budget Triage is a TypeScript application for processing financial documents and organizing them for budget review. It uses Bun, Node.js 24, Hono, React, Vite, and PostgreSQL.

Data and credential boundary

This repository is a pre-publication, sanitized candidate intended for public distribution after its operator gates are complete:

  • Real runtime credentials, populated .env files, machine identities, local MCP approvals, and connection state are never committed.
  • Real financial documents, exports, transactions, and personally identifying information stay outside the repository.
  • Tests and examples use synthetic fixtures only.

Read CONTRIBUTING.md before adding any fixture or sample data. Current truth is recorded in STATUS.md; the repository-owned execution order is in ROADMAP.md.

Development

Verify managed trust, install the pinned toolchain, and inspect direnv before installing the frozen dependency graph:

mise trust --show
mise install
direnv status
# Run `direnv allow` only if the status says this repository is not allowed.
mise exec -- bun install --frozen-lockfile
mise exec -- bun run awaken
mise exec -- bun run ai:verify:compat
mise exec -- bun run type-check

The Jefahnierocks workspace trust prefix is owned by system-config. Do not create a repository-specific Mise trust exception. If mise trust --show does not report managed trust, stop and report that discrepancy.

Useful local checks:

mise exec -- bun run verify:public-candidate
mise exec -- bun run quality:personal-data-scan:staged

The application requires operator-controlled local runtime configuration. .env.example defines names only; keep populated values in ignored files or the process environment. .infisical.example.json is only an optional generic provider-adapter example and does not imply that a provider project exists.

Agentic development framework

The repository preserves its reusable development framework:

  • .claude/ contains skills, specialist agents, commands, hooks, rules, and templates.
  • .codex/, .cursor/, .gemini/, and .config-templates/ provide tool-specific adapters and portable configuration templates.
  • docs/guides/ and docs/directives/ provide shared guidance.

Only reusable guidance is versioned. Plans, handoffs, transcripts, operator-local settings/approvals, and connection state are intentionally ignored.

See docs/governance/GOVERNANCE_OVERVIEW.md for navigation and docs/governance/PUBLICATION_CHECKLIST.md for the repeatable operator gates. The evidence-producing command sequence is in docs/runbooks/PUBLICATION_CANDIDATE_PLAYBOOK.md.

About

Financial evidence workbench: provenance, exact monetary semantics, human review. Sanitized public source snapshot; active development private. Known-answer result 6 passing / 9 pending — incomplete and uncertified.

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