{"id":50692914,"url":"https://github.com/kolundzic/andyai-finance-engine","last_synced_at":"2026-06-09T04:34:12.894Z","repository":{"id":355763622,"uuid":"1229494358","full_name":"kolundzic/andyai-finance-engine","owner":"kolundzic","description":"AndyAI Financial Modeling Engine — governed AI-assisted finance 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andyai-finance-engine\n\n**AndyAI Financial Modeling Engine** is a governed AI-assisted financial modeling system for turning business documents, SaaS ideas, pricing plans, client proposals, and investor assumptions into structured financial models with verification, audit trails, and human approval gates.\n\n\u003e AI can build the model fast.  \n\u003e But the human must verify that the model tells the truth.\n\n## Canon\n\n- **Owner / Founder:** Andrija Kolundzic (Andy), Founder \u0026 Owner — Japan IT Business\n- **Repo:** `andyai-finance-engine`\n- **Version:** `v0.1.0`\n- **Method:** TAP-TAP / Master Udarci\n- **Core workflow:** Input → Extraction → Model → Verification → Human Approval → Export\n\n## First bootstrap contents\n\n- Canon metadata\n- Architecture overview\n- Workflow map\n- Governance principle\n- Input schema\n- Example business input\n- Verification script\n- GitHub bootstrap script\n\n## Public Showcase\n\nAndyAI Finance Engine now includes a Next.js public showcase layer for Vercel deployment.\n\n- `/` — public landing page\n- `/workflow` — governed finance workflow\n- `/demo` — working core demo preview\n- `/library` — Finance Solutions Library preview\n- `/proof` — proof and release line\n\n### Public product canon\n\nv1.0.0 = stable canon  \nv2.0.0 = working core  \nv3.0.0 = public showcase stable\n\n## Supabase SaaS Foundation\n\nv4.0.0 adds the Supabase SaaS foundation:\n\n- `/supabase` — Supabase configuration status\n- `/projects` — project workspace foundation\n- `/runs` — model run evidence foundation\n- `/audit` — audit trail foundation\n- `/approval` — human approval gate foundation\n- `supabase/migrations/` — database schema\n- `supabase/policies/` — RLS policy draft\n\n### SaaS canon\n\nv1.0.0 = stable canon  \nv2.0.0 = working core  \nv3.0.0 = public showcase  \nv4.0.0 = Supabase SaaS foundation\n\n---\n\n## v5.1.0 — Public Product Positioning Layer\n\nAndyAI Finance Engine is a governed financial modeling workspace for founders, consultants, agencies, and business teams.\n\nIt helps transform business inputs, assumptions, pricing ideas, SaaS scenarios, investor logic, and operational plans into structured financial model drafts.\n\n### Core Promise\n\nBuild financial models faster, but keep responsibility visible.\n\nFinancial modeling can be automated.  \nFinancial responsibility cannot be outsourced.\n\n### Trust-First Position\n\nAndyAI Finance Engine is not only about generating numbers.\n\nIt is designed around:\n\n- assumption visibility\n- human approval\n- audit trail\n- review status\n- export safety\n- monetization boundaries\n- provider-neutral billing design\n\n### Monetization Status\n\nv5.1.0 is not a live billing release.\n\nNo checkout route, webhook, payment provider SDK, subscription enforcement, payment secret, or paid export runtime is active.\n\n### Next Direction\n\nThe next major line is Supabase monetization setup: database-backed membership, quota, audit, and approval foundations.\n\n---\n\n## v5.2.0 — Supabase Monetization Setup Readiness\n\nThis checkpoint prepares AndyAI Finance Engine for Supabase-backed monetization setup.\n\nSupabase will become the backend foundation for membership state, usage quotas, audit trail, approval state, export history, manual review, and future billing event mapping.\n\nNo live database runtime, migration, checkout, webhook, payment provider, or subscription enforcement is introduced in v5.2.0.\n\n### Next Runtime Direction\n\n- v5.3.0 — Membership Tables Draft\n- v5.4.0 — Usage Quota Tables Draft\n- v5.5.0 — Audit / Approval Tables Draft\n- v5.6.0 — RLS Policy Draft\n- v5.7.0 — Supabase Env + Setup Guide\n- v5.8.0 — Local Verification Script\n- v5.9.0 — Runtime Wiring Readiness\n- v6.0.0 — Supabase Monetization Runtime Foundation\n\nSupabase is not just a database.\n\nIn AndyAI Finance Engine, Supabase becomes the memory and governance substrate for monetized financial modeling.\n\n---\n\n## v5.3.0 — Membership Tables Draft\n\nAdds draft Supabase membership tables for workspaces, workspace members, and membership states. Draft only; no live migration is applied.\n\n---\n\n## v5.4.0 — Usage Quota Tables Draft\n\nAdds draft Supabase quota tables for quota policies, usage events, and quota windows. Draft only; no runtime enforcement is active.\n\n---\n\n## v5.5.0 — Audit and Approval Tables Draft\n\nAdds draft Supabase tables for audit events, approval decisions, export records, and manual review queue.\n\n---\n\n## v5.6.0 — RLS Policy Draft\n\nAdds a first conservative Row-Level Security draft for Supabase monetization tables. Draft only; review required before live use.\n\n---\n\n## v5.7.0 — Supabase Env and Setup Guide\n\nAdds Supabase environment setup guidance and . No live Supabase runtime behavior is introduced.\n\n---\n\n## v5.8.0 — Local Verification Script\n\nAdds 🟢 AndyAI Finance Engine — Supabase Monetization Foundation Verification\n🟢 Found: docs/supabase/SUPABASE_MONETIZATION_SETUP_READINESS_v5.2.0.md\n🟢 Found: docs/supabase/MEMBERSHIP_TABLES_DRAFT_v5.3.0.md\n🟢 Found: docs/supabase/USAGE_QUOTA_TABLES_DRAFT_v5.4.0.md\n🟢 Found: docs/supabase/AUDIT_APPROVAL_TABLES_DRAFT_v5.5.0.md\n🟢 Found: docs/supabase/RLS_POLICY_DRAFT_v5.6.0.md\n🟢 Found: docs/supabase/SUPABASE_ENV_SETUP_GUIDE_v5.7.0.md\n🟢 Found: docs/supabase/sql-drafts/v5.3.0_membership_tables_draft.sql\n🟢 Found: docs/supabase/sql-drafts/v5.4.0_usage_quota_tables_draft.sql\n🟢 Found: docs/supabase/sql-drafts/v5.5.0_audit_approval_tables_draft.sql\n🟢 Found: docs/supabase/sql-drafts/v5.6.0_rls_policy_draft.sql\n🟢 Found: .env.example\n🟢 No tracked .env.local detected\n🟢 Verification complete to verify required Supabase monetization foundation files locally.\n\n---\n\n## v5.9.0 — Runtime Wiring Readiness\n\nDefines future runtime wiring requirements for server-side Supabase access, membership lookup, quota reads, audit inserts, approvals, exports, and manual review.\n\n---\n\n## v6.0.0 — Supabase Monetization Runtime Foundation\n\nCompletes the Supabase monetization foundation at documentation and schema-draft level. No live database runtime or payment behavior is activated.\n\n---\n\n## v6.1.0 — Runtime Contract Types\n\nAdds provider-neutral TypeScript contract types for future Supabase runtime work. No live database or billing behavior is active.\n\n---\n\n## v6.2.0 — Membership Repository Interface\n\nAdds a future-facing membership repository interface for workspace access state. Interface only; no live Supabase calls.\n\n---\n\n## v6.3.0 — Quota Runtime Interface\n\nAdds future-facing quota runtime interfaces. No live enforcement or Supabase calls are active.\n\n---\n\n## v6.4.0 — Audit Approval Runtime Interface\n\nAdds future-facing audit and approval runtime interfaces. Interface only; no live database writes.\n\n---\n\n## v6.5.0 — Export Safety Gate\n\nAdds a pure local export safety gate for future export workflows. No paid export runtime is active.\n\n---\n\n## v6.6.0 — Manual Review Runtime Interface\n\nAdds future-facing manual review runtime interfaces. Interface only; no live queue writes.\n\n---\n\n## v6.7.0 — Runtime Boundary Index\n\nAdds a single TypeScript export index for Supabase runtime foundation contracts. No live runtime behavior is active.\n\n---\n\n## v6.8.0 — Runtime Verification Script\n\nAdds a local verification script for Supabase runtime foundation files.\n\n---\n\n## v6.9.0 — v7 Runtime Readiness Checklist\n\nAdds readiness checklist for v7.0.0 Governed Runtime Foundation.\n\n---\n\n## v7.0.0 — Governed Supabase Runtime Foundation\n\nCompletes the governed Supabase runtime foundation at contract and verification level. No live database or payment behavior is activated.\n\n---\n\n## v7.1.0 — Supabase Live Setup Boundary\n\nDefines the boundary between repository preparation and real Supabase setup. Real setup should start after v8.0.0.\n\n---\n\n## v7.2.0 — Migration Bundle Map\n\nAdds a migration bundle map and placeholder folder for future reviewed Supabase migrations. No migration is applied.\n\n---\n\n## v7.3.0 — Env Local Guard\n\nAdds a local guard script for Supabase environment variables. It passes before setup and can run strict after env values are added.\n\n---\n\n## v7.4.0 — Supabase CLI Preflight\n\nAdds a non-blocking Supabase CLI preflight script. No live Supabase command is executed.\n\n---\n\n## v7.5.0 — Migration Application Runbook\n\nAdds a runbook for future Supabase migration application. No migration is applied.\n\n---\n\n## v7.6.0 — RLS Review Gate\n\nAdds RLS review gate and role matrix questions. No live RLS policy is applied.\n\n---\n\n## v7.7.0 — Vercel Env Sync Checklist\n\nAdds Vercel environment sync checklist for future Supabase activation. No Vercel env change is performed.\n\n---\n\n## v7.8.0 — Live Setup Verification Pack\n\nAdds combined live setup preflight verification script. It does not connect to Supabase or apply migrations.\n\n---\n\n## v7.9.0 — v8 Activation Readiness\n\nAdds readiness checklist for v8.0.0 Supabase Live Activation Gate. No live setup is performed.\n\n---\n\n## v8.0.0 — Supabase Live Activation Gate\n\nCompletes the Supabase live activation gate. This is the point after which human-controlled real Supabase setup may begin.\n\n---\n\n## v8.1.0 — Supabase Free Account Deployment Strategy\n\nThis checkpoint defines how AndyAI Finance Engine should use a Supabase Free account safely.\n\n### Decision\n\nDo not duplicate all finance tables inside TAPFORGE as a second source of truth.\n\nUse this model:\n\n- AndyAI Finance Engine owns finance schema, SQL drafts, runtime contracts, and activation safety rules.\n- TAPFORGE orchestrates installation, verification, operator approval, and evidence logs.\n- Supabase Free is a lab/proof environment, not production.\n- Production waits for a deliberate upgrade path.\n\n### Rule\n\nFree Supabase is a proving ground.\n\nTAPFORGE is the orchestrator.\n\nFinance Engine is the source of truth.\n\n---\n\n## v8.2.0 — TAPFORGE Migration Pack Manifest\n\nAdds the TAPFORGE migration pack manifest. Finance Engine remains source-of-truth; TAPFORGE is orchestrator and evidence logger.\n\n---\n\n## v8.3.0 — Finance Engine Migration Import Contract\n\nDefines how TAPFORGE may import Finance Engine migration material without becoming a duplicate source of truth.\n\n---\n\n## v8.4.0 — TAPFORGE Apply Dry Run Contract\n\nAdds the dry-run contract required before TAPFORGE applies any Finance Engine migration pack.\n\n---\n\n## v8.5.0 — Namespace Registry\n\nAdds namespace and prefix strategy for shared Supabase Free lab usage.\n\n---\n\n## v8.6.0 — Migration Evidence Ledger Contract\n\nAdds evidence ledger contract for TAPFORGE-controlled Finance Engine migration operations.\n\n---\n\n## v8.7.0 — TAPFORGE Pack Verification Script\n\nAdds verification script for TAPFORGE migration pack files and JSON manifests.\n\n---\n\n## v8.8.0 — Supabase Free Lab Seed Policy\n\nAdds seed-data policy for a Supabase Free lab. No seed data is inserted.\n\n---\n\n## v8.9.0 — v9 TAPFORGE Handoff Readiness\n\nAdds readiness checklist for v9.0.0 TAPFORGE Migration Orchestration Gate.\n\n---\n\n## v9.0.0 — TAPFORGE Migration Orchestration Gate\n\nCompletes the TAPFORGE migration orchestration gate. Finance Engine defines; TAPFORGE orchestrates and records evidence. No migration is applied.\n\n---\n\n## v9.1.0 — Supabase Lab Project Setup Runbook\n\nThis checkpoint adds the first safe Supabase Lab setup runbook.\n\n### Meaning\n\nThe repo is ready for a human operator to create a Supabase Free lab project and configure local `.env.local` safely.\n\n### Boundary\n\nv9.1.0 does not create a Supabase project automatically.\n\nIt does not add secrets.\n\nIt does not apply migrations.\n\nIt does not activate production database runtime.\n\n### Rule\n\nCreate the lab.\n\nProtect the secrets.\n\nVerify the gate.\n\nDo not migrate until the system can explain what it is doing.\n\n---\n\n## v9.2.0 — Local .env Setup Assistant\n\nThis checkpoint adds a local Terminal assistant for creating `.env.local` safely.\n\n### Command\n\n```bash\n./scripts/create-supabase-env-local.sh\n```\n\n### Rule\n\nSecrets stay local.\n\nThe system can verify their presence without exposing their values.\n\nDo not paste service role keys into chat, README, GitHub, screenshots, logs, or public notes.\n\n---\n\n## v9.3.0 — Supabase Lab Connection Smoke Test\n\nThis checkpoint adds a local Supabase Lab connection smoke test.\n\n### Command\n\nAfter `.env.local` is created locally:\n\n```bash\n./scripts/smoke-test-supabase-lab-connection.sh\n```\n\n### Rule\n\nThe smoke test proves connection only.\n\nIt does not apply migrations.\n\nIt does not create tables.\n\nIt does not prove production readiness.\n\n---\n\n## v9.3.1 — Publishable Key Smoke Test Fix\n\nThis patch updates the Supabase Lab smoke test to use the Auth health endpoint:\n\n```text\n/auth/v1/health\n```\n\nThe previous REST-root smoke test could return `Secret API key required` when using `sb_publishable_` keys.\n\nThe smoke test now proves project reachability without requiring elevated database access.\n\n---\n\n## v9.4.0 — Supabase Lab Migration Review Pack\n\nThis checkpoint adds the review pack required before any Supabase Lab migration is considered.\n\n### Rule\n\nNo migration apply before:\n\n- SQL draft inventory review\n- RLS review\n- namespace decision\n- env guard\n- smoke test\n- TAPFORGE dry-run evidence\n- human operator approval\n\nMigration review is the firewall between a useful lab and a damaged database.\n\n---\n\n## v9.5.0 — Supabase Lab Dry-Run Migration Plan\n\nThis checkpoint adds the dry-run migration plan before any Supabase Lab SQL apply is considered.\n\n### Rule\n\nDry-run is not apply.\n\nDry-run creates a reviewable SQL preview bundle and evidence template.\n\nNo database mutation is performed.\n\n---\n\n## v9.6.0 — Supabase Lab SQL Apply Candidate Gate\n\nThis checkpoint adds the candidate gate before any future lab-only SQL apply script may be prepared.\n\n### Rule\n\nA candidate gate is not permission.\n\nIt is a controlled pause before permission can even be discussed.\n\nNo SQL apply happens in v9.6.0.\n\n---\n\n## v9.7.0 — Supabase Lab Namespace Decision Lock\n\nThis checkpoint locks the namespace decision for the shared Supabase Free lab.\n\n### Decision\n\nUse prefix-based isolation first:\n\n- `fe_` for Finance Engine\n- `tf_` for TAPFORGE\n- `audit_` for shared audit\n- existing Human Attention tables remain protected and untouched\n\n### Rule\n\nNo prefix lock, no apply.\n\nNo SQL apply happens in v9.7.0.\n\n---\n\n## v9.8.0 — Prefixed SQL Preview Bundle\n\nThis checkpoint adds the prefixed SQL preview bundle after the namespace decision lock.\n\n### Rule\n\nPreview is not apply.\n\nThe preview uses `fe_` table names and ends with `ROLLBACK`.\n\nNo SQL apply happens in v9.8.0.\n\n---\n\n## v9.9.0 — Lab-Only Apply Script Candidate\n\nThis checkpoint prepares a guarded lab-only SQL apply candidate.\n\n### Rule\n\nThe TAP release does not apply SQL.\n\nThe candidate script is disabled by default and requires:\n\n- explicit environment gate\n- exact confirmation phrase\n- strict env guard\n- smoke test\n- prefixed preview verifier\n- candidate verifier\n- reviewed lab-only DB URL\n\nA loaded tool is not a fired tool.\n\n---\n\n## v9.9.1 — Lab Apply Tooling Preflight\n\nThis checkpoint adds tooling preflight checks before any future lab-only SQL apply attempt.\n\n### Command\n\n```bash\n./scripts/check-lab-apply-tooling-preflight.sh\n```\n\n### Rule\n\nTooling readiness is not apply permission.\n\nNo SQL is applied in v9.9.1.\n\n---\n\n## v9.9.2 — DB URL Safe Preflight\n\nThis checkpoint adds safe `SUPABASE_DB_URL` preflight checks before any future lab-only SQL apply attempt.\n\n### Command\n\n```bash\n./scripts/check-supabase-db-url-preflight.sh\n```\n\n### Rule\n\nThe DB URL is secret.\n\nThe system may check its shape and connection readiness without printing the value.\n\nNo SQL is applied in v9.9.2.\n\n---\n\n## v10.0.0 — Supabase Lab First SQL Apply\n\nThis checkpoint records the first guarded Supabase Lab SQL apply.\n\n### Boundary\n\nLab-only.\n\nProduction remains blocked.\n\nNo billing, checkout, webhook, subscription enforcement, or paid runtime is activated.\n\n### Verified\n\n10 prefixed Finance Engine lab tables were verified after apply.\n\n---\n\n## v10.0.1 — Post-Apply Seal and Safety Evidence\n\nThis checkpoint seals the v10.0.0 first Supabase Lab SQL apply evidence.\n\n### Rule\n\nv10.0.1 does not apply SQL.\n\nIt records and verifies the post-apply safety boundary:\n\n- production remains blocked\n- billing remains blocked\n- checkout remains blocked\n- webhooks remain blocked\n- paid runtime remains blocked\n- DB URL and service secrets are not stored\n\n---\n\n## v10.1.0 — Supabase Lab Read-Only Runtime Wiring Gate\n\nThis checkpoint defines the first safe runtime wiring gate after the Supabase Lab apply.\n\n### Rule\n\nThe first runtime layer may look.\n\nIt may not touch.\n\nMutation, production runtime, billing, checkout, webhooks, and paid runtime remain blocked.\n\n---\n\n## v10.2.0 — Supabase Lab Read-Only Runtime Adapter Skeleton\n\nThis checkpoint adds the first read-only runtime adapter skeleton after the v10.1.0 gate.\n\n### Rule\n\nThe adapter skeleton can prepare read-only query plans.\n\nIt cannot connect, execute, mutate, or activate production runtime.\n\n---\n\n## v11.0.0 — Read-Only Runtime Foundation Lock\n\nThis checkpoint locks the read-only runtime foundation after the v10.3.0 → v10.9.0 master line.\n\n### Rule\n\nThe system now has eyes.\n\nThe hands remain locked.\n\nNo database execution, mutation, production runtime, billing, checkout, webhooks, or paid runtime is activated.\n\n---\n\n## v12.0.0 — Server-Side Read-Only Executor Candidate Lock\n\nExecutor candidate locked.\n\nExecution still requires a separate activation gate.\n\nCanonical domain: `finance.andyai.ai`\n\n---\n\n## v13.0.0 — Finance Engine Online Proof Lock\n\nOnline proof surface locked for `finance.andyai.ai`.\n\nRoutes:\n\n- `/finance-proof`\n- `/api/finance/read-only/status`\n\nThe system now has eyes.\n\nThe hands remain locked.\n\n---\n\n## v13.9.0 — Prestige Product Index\n\nAndyAI Finance Engine is now presented as a governed financial modeling product surface.\n\nPublic proof routes:\n\n- `https://finance.andyai.ai/`\n- `https://finance.andyai.ai/finance-proof`\n- `https://finance.andyai.ai/api/finance/read-only/status`\n\nCore boundary:\n\n\u003e The system now has eyes. The hands remain locked.\n\nSee:\n\n- `docs/product/README_PRESTIGE_INDEX_v13.9.0.md`\n- `docs/tutorials/CLIENT_EXPLANATION_STARTER_v13.9.0.md`\n\n---\n\n## Current Product Milestones\n\n- v100.0.0 — Product Value Proof locked\n- v110.0.0 — Client Conversion and Pilot Readiness line\n\n## Current Public Positioning\n\nAndyAI Finance Engine turns messy financial documents into a reviewable model package with assumptions, evidence, risk notes, and human approval before anything is used.\n\n## Pilot CTA\n\nRequest a pilot run — no payment, no automation, human review included.\n\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fkolundzic%2Fandyai-finance-engine","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fkolundzic%2Fandyai-finance-engine","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fkolundzic%2Fandyai-finance-engine/lists"}