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hsa-app/README.md
Jean-Michel Tremblay c715c8e0c0
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Details
AI classifier correction notes + misread review (AI tab) 
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

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HSA Receipt Tracker

A small, mobile-first web app for two household users to capture and archive HSA-eligible receipts (photo or PDF) for future reimbursement and tax substantiation, with optional AI auto-fill of the amount/date/category/patient.

  • What it does (current behavior): SPEC.md — the source of truth.
  • Why it's built this way (history & rationale): DESIGN.md.
  • Version log: CHANGELOG.md.

Running

It's a single static Go binary (CGO_ENABLED=0, pure-Go SQLite). Configure via environment (see .env.example); ./scripts/build.sh builds it and ./scripts/run.sh runs it locally. Deployment notes: deploy/INSTALL.md.

AI classifier correction notes

When an API key is configured, each upload is read by the model to pre-fill the form. You can steer it with correction notes — free-text rules appended to the classifier prompt — managed under the AI tab. When the model misreads a receipt, that upload is recorded; the AI tab lets you review misreads one by one and attribute which note fixed each.

Notes live only in the database (private, never committed, included in /export/db backups). On first run the table is seeded once with these default notes (no PII), which you can edit or delete:

  1. Amounts that use a comma as the decimal separator (e.g. "12,50") mean 12.50, not 1250.
  2. When both a service/visit date and a separate statement, print, or due date appear, use the service date.
  3. "Patient Pay", "You Paid", "Amount Due", and "Patient Responsibility" are the amount actually paid — prefer them over subtotals or insurance-covered amounts.

These defaults are defined in code (internal/storage/ai_notes.go); this list is the human-readable copy. They are only seeded when the notes table is empty, so a deleted default does not come back on restart.