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Evidence · Applied evidence engineering

Budget Triage: financial evidence workbench

Traceable financial records with uncertainty routed to human review

Public employer-facing source snapshot · Active development private · Not deployed

Summary

Budget Triage is a full-stack workbench for turning statements, receipts, and feature-gated connected-account data into structured, traceable transactions. It keeps uncertain extraction from silently becoming financial truth.

Strongest proof

The synthetic known-answer and service-observation harness currently reports 6 passing and 9 pending assertions. The result is incomplete and uncertified. A sanitized, MIT-licensed public source snapshot lets reviewers inspect the application, agent configuration, specifications, validators, and synthetic fixtures.

Technical decisions

  • Deterministic extraction runs first; low-confidence or invalid output is routed to human review.
  • Exact monetary arithmetic and append-only provenance preserve the basis for each decision.
  • Tenant-scoped, atomic persistence keeps evidence and transactions aligned.

Versioned specifications, machine-readable authority manifests, pre-write checks, and the same validation chain across local development and secretless CI govern agent-assisted changes.

Current limit

The project is not deployed, and the current evidence does not establish financial correctness, real-data performance, real-user outcomes, or completed source-through-tax certification. Active development remains private; publication is not an open contribution surface.

Technical shape

Current application stack

  • Bun with strict TypeScript and pure Hono RPC.
  • React, Vite, and Tailwind on the client.
  • PostgreSQL repositories and migrations, Zod validation, and Decimal.js for exact monetary arithmetic.
  • Vitest and Biome in the verification toolchain.

Evidence-aware processing

  • Tenant-scoped upload, hashing, deduplication, storage, classification, and deterministic-first extraction.
  • Optional model-assisted audit and comparison paths without a model-accuracy claim.
  • Atomic evidence and transaction persistence with append-only decision provenance.
  • Fail-closed review routing when confidence or validation is insufficient.

Security and governance

  • Session and API-key authentication, Argon2id, hashed tokens, tenant guards, and secret scanning.
  • Machine-checked governance specifications and validation scripts.
  • Connected-account, secrets, and observability integration surfaces exist, but they have not been exercised in a live-provider verification run.

What the work demonstrates

  • Evidence-aware automation with explicit human review.
  • Backend and PostgreSQL engineering with tenant-scoped persistence.
  • Exact monetary arithmetic and traceable decision provenance.
  • A cross-tool, specification-driven development framework tested against a consequential application.
  • Security and governance controls integrated into application architecture.
  • Claim discipline that separates implemented workflows from certified outcomes.