feat(examples): add personal-finance project for UK Self Assessment#350
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UK Self Assessment helper exposed as a WhatsApp accountant. Schema covers SA100 + supplementary pages (SA102 employment, SA103 self-employment, SA105 UK property, SA106 foreign, SA108 capital gains): 15 entity types, 8 relationship types, 1 Gmail-extraction watcher. Agent prompt anchors all work to the active tax_year and routes uncertain inputs to save_knowledge rather than guessing structured fields. This is the canonical schema source. Per-user installs mirror it into each user's personal org via the upcoming install flow; no user data lives here.
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This was referenced Apr 25, 2026
The wildcard `.gov.uk` already covers `gov.uk`; keeping both entries was redundant. The reviewer flag about a missing data/ directory turned out to be a misread — `data/` is a runtime-only path for the Owletto memory plugin (matches the global `data/` .gitignore rule), not a seed directory.
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Next: Resolve merge conflicts and address any blocking issues, then re-run triage |
This was referenced Apr 26, 2026
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Apr 26, 2026
, #359 install-half) (#372) The install flow as built — schema-mirror clones a template's entity types / relationship types / classifiers / watchers into each user's personal org — was the wrong abstraction. Cross-org vocabulary (an entity in tenant org A referencing a type defined in a public-catalog org B by FK) is the planned direction; the mirror pipeline duplicated rows per user and added re-sync complexity for no working installs (verified 0 rows used the mirror columns in prod). Removed: - packages/owletto-backend/src/agents/install.ts (installAgentFromTemplate, resyncInstalledAgent) - packages/owletto-backend/src/agents/install-routes.ts (POST /api/install) - packages/owletto-backend/src/agents/install-manifest-routes.ts (GET /api/install/manifest/:slug) - All associated integration tests - subject-identities WhatsApp helpers (normalizePhoneE164, phoneToWhatsAppJid, linkWhatsAppToMember) + their unit tests - db/migrations/20260425120000_add_template_mirror_tracking.sql (rolled back on prod first) - Route registrations from src/index.ts Kept: - subject-identities.ts provisionMemberAndCoreIdentities — used by the signup hook in personal-org-provisioning.ts, orthogonal to install flow. - #352 personal-org-on-signup, #350/#354/#355/#356 personal-finance content — no install dependencies. DB state: prod migrated down via dbmate (mirror columns dropped), then 20260426120000_entities_entity_type_fk re-applied. 0 user-visible data lost.
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Summary
examples/personal-finance/project: UK Self Assessment helper exposed as a WhatsApp accountant.tax_year,account,transaction,holding,cgt_event,asset_lot,income_source,employer,trade,property,expense,contribution,relief_claim,document,goal) modelling SA100 + SA102 / SA103 / SA105 / SA106 / SA108.account_contains,disposal_of,income_from,employed_by,trade_of,expense_of,for_tax_year,parsed_from).gmail-tx) that extracts transactions / cgt_events / dividends / documents from forwarded financial emails, with reaction guidance for linking to the activetax_year.agents/personal-finance/{IDENTITY,SOUL,USER}.md.This is the canonical schema source. In the architecture it's the read-only template; per-user installs will mirror this schema into each user's personal org via the upcoming install flow.
Test plan