Project Control — finance-bot

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{
  "project": "finance-bot",
  "mission": "Maintain finance-bot as an active idea/backlog item for personal and household WhatsApp finance tracking, preserving its documented 3-lane n8n clarification workflow, PocketBase schema, and architectural specifications without conflating it with sms-finance.",
  "read_first": [
    "/data/vault/wiki/projects/finance-bot.md (primary wiki note documenting status: idea, stack overview, and 2026-08-25 recategorization)",
    "/data/vault/wiki/meta/project-lifecycle.md (records the 2026-08-25 rejected drop proposal and rationale distinguishing it from sms-finance)",
    "/data/vault/wiki/projects/_index.md (vault projects index tracking it under Ideas / Backlog)",
    "/data/vault/projects/finance-bot.md (detailed legacy context documenting collections, 3-lane n8n clarification workflow, and 2026-04-11 E2E audit)",
    "/data/vault/projects/finance-bot-stack.md (Docker services specification, ports, container paths, and deployment configurations)",
    "/data/vault/projects/finance-bot-lessons-learned.md (operational lessons on PocketBase flat schemas, n8n switch expressions, and SQLite WAL handling)",
    "/data/vault/projects/finance-bot-credentials.md (vault credentials reference for historical server, database, and API keys)",
    "/data/vault/wiki/projects/finance-bot-patterns.md (seed pattern note for project-specific implementation conventions)",
    "output/census-latest.json (confirms invisible_projects off-VM / vault-only status with zero on-VM containers or repo clones)"
  ],
  "verification_anchor": {
    "command": "cat /data/vault/wiki/projects/finance-bot.md",
    "expect": "Markdown document with YAML frontmatter (title: \"Finance Bot\", status: idea, tags: [project, idea, n8n, pocketbase, whatsapp]) and top blockquote documenting the 2026-08-25 recategorization to idea/backlog."
  },
  "project_context": {
    "what_it_is": "Personal and household WhatsApp finance tracker and dashboard. Ingests receipt photos and text messages from a dedicated WhatsApp group via Evolution API, executes automation workflows in n8n using Gemini OCR (image receipts) and Ollama/Qwen (text commands and clarification dialogues), persists transactions and budget allocations in PocketBase, and displays balances on a web dashboard.",
    "domain_notes": "Completely separate domain from sms-finance. finance-bot is strictly for personal and household expense logging and budget wallet management, whereas sms-finance is for SMS corporate/business project financial control (RAB/HPP, pengajuan, pencairan). finance-bot exists on VM101 solely as vault documentation and backlog specification (an invisible, off-VM project) with no active containers, local clones, or Gitea repositories on this VM."
  },
  "tech_stack": {
    "on_vm_codebase": "none (off-VM / vault-only project in idea backlog; no active codebase or container runtime on VM101)",
    "architecture_specification": "n8n (v2.12.3 workflow automation), PocketBase (v0.36.7 database and auth), Evolution API (WhatsApp gateway), Gemini API (multimodal receipt OCR), Ollama / Qwen 3.5:9b (conversational text parsing and clarification loop), Nginx / HTML5 (dashboard frontend)"
  },
  "current_state": {
    "summary": "Formally retained in status: idea on the Ideas/Backlog (updated 2026-08-25). No active runtime, containers, or git clones reside on VM101. The comprehensive 3-lane n8n clarification workflow specification (25-node layout in workflows/final_n8n_workflow.json), PocketBase schemas, and historical audit reports are preserved in the vault. A prior automated drop proposal was rejected on 2026-08-25 due to false redundancy claims with sms-finance.",
    "source_of_this_status": "output/census-latest.json (invisible_projects and lifecycle_ledger), /data/vault/wiki/projects/finance-bot.md (updated 2026-08-25), /data/vault/wiki/meta/project-lifecycle.md, and /data/vault/wiki/projects/_index.md."
  },
  "repo_locations": {
    "gitea": "none on VM101 Gitea (historical reference to http://172.24.0.2:8070 was an external/legacy server)",
    "local_clone": "none on VM101 disk (/data/project); historical local path referenced as E:\\Users\\vadriawan\\Documents\\git\\finance-bot on Windows dev workstation",
    "server_deployment": "none on VM101 (historical Docker stack referenced at /home/dv/docker-data/finance-bot on 172.24.0.2)"
  },
  "key_files": {
    "/data/vault/wiki/projects/finance-bot.md": "Main wiki project page tracking idea status, stack summary, 2026-08-25 recategorization, and workflow architecture",
    "/data/vault/projects/finance-bot.md": "Detailed legacy project context documenting collections, 3-lane n8n clarification workflow, and 2026-04-11 E2E audit report",
    "/data/vault/projects/finance-bot-stack.md": "Detailed Docker service specifications, ports, container paths, and PocketBase/n8n deployment configurations",
    "/data/vault/projects/finance-bot-lessons-learned.md": "Operational lessons covering PocketBase flat schemas, n8n switch expressions, and SQLite WAL mechanics",
    "/data/vault/projects/finance-bot-credentials.md": "Local vault credentials reference for historical server, database, and API keys",
    "/data/vault/wiki/projects/finance-bot-patterns.md": "Seed pattern note for project-specific implementation conventions",
    "/data/vault/wiki/meta/project-lifecycle.md": "Project lifecycle ledger recording the 2026-08-25 user decision rejecting the redundancy claim against sms-finance",
    "workflows/final_n8n_workflow.json": "25-node n8n workflow specification (documented in vault) with 3-lane clarification loop for receipt parsing and user follow-up",
    "dashboard/index.html": "Single-page frontend application specification (documented in vault) for transactions, wallet grid, rule editor, and debt checklist"
  },
  "next_steps": [
    "Retain project status as idea in projects/_index.md without proposing drop or archive actions on redundancy grounds.",
    "Formulate initial requirement specifications and environment roadmap when personal household finance tracking is prioritized for active implementation.",
    "If reviving the deployment: import workflows/final_n8n_workflow.json (25 nodes) into a live n8n instance and smoke test the complete-image, ambiguous-image, and text-reply clarification flows.",
    "Verify Ollama endpoint resolution (http://host.docker.internal:11434 vs direct container IP) for ollama-prompt-clarification and ollama-parse-reply nodes.",
    "Implement TTL expiration or cleanup handling for records stuck in pending_clarification in PocketBase.",
    "Harden receipt processing endpoint to pass message_id, sender, raw_text, and heroimage through /process-receipt to eliminate incomplete records.",
    "Add message_id uniqueness deduplication guard to prevent duplicate expense creation on webhook retries."
  ],
  "constraints": [
    "Domain separation: Never conflate finance-bot (personal/household WhatsApp finance tracker) with sms-finance (business project financial control); do not propose dropping or archiving on redundancy claims.",
    "Off-VM boundary: Do not fabricate on-VM codebases, containers, or infer project staleness from absence of git activity on VM101 (project is an off-VM idea backlog item).",
    "PocketBase SDK cancellation: Always pass { requestKey: null } to all PocketBase API calls in loops to prevent auto-cancellation collisions under JS SDK v0.21+.",
    "PocketBase schema format: Use flat field definition format (v0.22+), placing collectionId and cascadeDelete at the top level rather than inside an options wrapper.",
    "n8n Switch node indexing: In n8n Switch node typeVersion 3, expression output MUST return an integer index (0, 1, 2), not a string route name.",
    "n8n encryption key: Never set or override N8N_ENCRYPTION_KEY in docker-compose without reading existing encryption key from n8n_data/.n8n/config, otherwise existing credentials fail to decrypt.",
    "Credential safety: Never commit API keys, passwords, or tokens (Evolution API, Gemini, PocketBase superuser) to public repos or git tracking; keep restricted to local vault.",
    "Evolution API webhook payload: Router node must inspect root payload for { body: { data: ... } } to handle n8n webhook v2 payload wrapping and prevent silent routing drops."
  ],
  "known_staleness_warning": "The main wiki note (/data/vault/wiki/projects/finance-bot.md) was updated on 2026-08-25 to reflect status: idea, but contains legacy references to Windows dev paths (E:\\Users\\vadriawan\\...) and an older server IP (172.24.0.2) from April 2026. In /data/vault/projects/finance-bot.md, earlier sections describe a 16-node polling architecture that is superseded by the 25-node 3-lane clarification loop documented in its later section.",
  "handoff_metadata": {
    "created": "2026-08-25",
    "created_by": "project-control automated continue-prompt generator",
    "all_facts_sourced_from": "census-latest.json + /data/vault/wiki/projects/finance-bot.md + /data/vault/projects/finance-bot.md + /data/vault/projects/finance-bot-stack.md + /data/vault/projects/finance-bot-lessons-learned.md + /data/vault/projects/finance-bot-credentials.md + /data/vault/wiki/projects/finance-bot-patterns.md + /data/vault/wiki/meta/project-lifecycle.md + /data/vault/wiki/projects/_index.md + /data/project/project-control/output/judgment-2026-08-25.md"
  }
}

Detail

Observed Signals

Vault Documentation: finance-bot.md (title: Finance Bot, type: meta, status: idea, created 2026-04-11, updated 2026-08-25), finance-bot-patterns.md (title: finance-bot patterns, type: project-patterns, status: seed, created 2026-05-06, updated 2026-05-07).
Invisible Project Note & Lifecycle Ledger: Personal and household WhatsApp finance tracker. Formally recategorized on 2026-08-25 from status: developing to status: idea and moved to Ideas/Backlog in projects/_index.md. Entirely distinct domain from sms-finance (household WhatsApp expense logging vs. corporate/business project financial control). Evaluated strictly as an off-VM idea backlog item.

1. What's Left

Preserved in the Ideas/Backlog for personal and household WhatsApp expense tracking. Outstanding work includes formulating initial requirement specifications or prototyping the 3-lane n8n clarification loop when prioritized.

2. Continue / Drop Suggestion

Continue (in Backlog/Ideas) — Formally retained as an active backlog idea per user decision on 2026-08-25; there is zero functional redundancy with sms-finance (personal WhatsApp expense logging vs. business project financial control).

3. Dynamic Milestone Estimate

Delivery Window: n/a (backlog idea stage).
Confidence: Low (controller estimate, revised 2026-08-25; invisible project in idea stage).