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7 commits

Author SHA1 Message Date
Jean-Michel Tremblay
c930f715b7 AI tab: full-width auto-growing note editors
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Replace the single-line note inputs (which truncated long notes) with
wrapping, auto-growing textareas and a per-note Save/Delete row, so the
whole correction note is readable and editable. Changelog 0.0.4.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-20 20:17:37 -04:00
Jean-Michel Tremblay
c715c8e0c0 AI classifier correction notes + misread review (AI tab)
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Add a global, temporal ai_notes list appended to the classifier prompt
(seeded once from no-PII defaults, documented in README), managed inline
on a new AI tab with a read-only view of the assembled prompt. Every
AI-run upload records the browser-round-tripped suggestion blob + model;
misreads are derived (final field != AI guess) and reviewed one by one
(image + per-field guess-vs-entered + notes-since), attributing which
note fixed each or closing unresolved. Update SPEC (new section 10),
DESIGN item 15, README, and changelog (0.0.3).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-20 16:04:30 -04:00
Jean-Michel Tremblay
2ff5c3847c Optional receipt tags; changelog 0.0.2
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Add a shared, free-form tag vocabulary attachable to a receipt at upload.
New tags/receipt_tags tables (case-insensitive label dedup); an in-page
chip-mosaic picker after "Who" with inline tag creation. Tags are
resolved/created only on successful submit, and shown on the confirm
page and recent lists. Documented as spec item 14.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-20 08:35:14 -04:00
Jean-Michel Tremblay
2a3077fa26 Compact recent list to one line per receipt
Drop the (usually garbage) original filename. Each row is now a single line:
amount link · date · category · who, attachments as 📎 links (filename on hover),
and a small muted upload time.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-19 08:54:37 -04:00
Jean-Michel Tremblay
04d6e8177d Add receipt attachments captured at upload time (spec item 10)
- New attachments table (FK to receipts), dual-write: file on disk + DB blob.
- On-disk layout split: receipts under <ROOT>/receipts/<YYYY>/..., attachments
  under <ROOT>/attachments/<YYYY>/..., attachments named from the parent
  receipt's date+amount stem (_att, _att_1, ...).
- Upload form gains an optional multi-file "Additional files" field; the files
  ride along with POST /upload, saved after the receipt row exists. No AI runs
  on attachments; primary-image auto-fill unchanged.
- GET /attachment/{id}/file serves blobs; confirm page lists them; recent list
  links them. Adding attachments to an already-saved receipt is not yet supported.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-19 07:06:15 -04:00
Jean-Michel Tremblay
5c21f131fd Add AI auto-fill, tally, recent views, and cheaper-by-default classification
Features (see spec.md v2):
- Wire receipt classification into the upload flow; cheap model (Haiku 4.5)
  is now the default, shown as a footnote with per-scan cost in cents.
- Skip-AI toggle to enter fields by hand.
- Duplicate-transaction warning: live check on date+amount, gated submit.
- Tally tab: person x year totals with margins and grand total.
- Recent uploads / recent receipts tabs with paging and file serving.
- People reconcile on startup: merge stray partial names (e.g. "Jude" ->
  "Jude Tremblay"), reassigning receipts; idempotent seeding.
- scripts/build.sh builds the binary; scripts/run.sh builds and runs with .env.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-18 22:04:42 -04:00
Jean-Michel Tremblay
8b7252dad4 Initial commit: HSA receipt tracker
Go app for capturing and archiving HSA-eligible receipts: OIDC/PKCE auth
against Authelia, SQLite storage with dual-write (filesystem + DB blob),
mobile-first upload, and DB export.

Adds AI receipt classification: a config.json catalog of people and
categories (seeded into the DB on startup), a prompt builder that derives
name-order/initial variants from the data (with same-surname ambiguity
handling), and an Anthropic tool-use client behind POST /classify. Tests
run against a mock endpoint; a live integration test is env-gated to the
cheapest model.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-17 21:40:12 -04:00