Added all of chat-topics, persona;-history, projects, receipts and vehicle. This is the knowledge base section after all....

2026-05-26 16:53:50 +10:00
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+# SMSF Holdings from SQLite
+
+Generated from `smsf.sqlite`.
+
+| Ticker | Name | Asset class | Market | Quantity | Native cost base | AUD cost base | Broker |
+|---|---|---|---|---:|---:|---:|---|
+| AMZN | Amazon.com Inc | equity | NASDAQ | 18 | USD 4782.00 | AUD 6605.78 | Stake |
+| BTC | Bitcoin | crypto | BTC/AUD | 1.3768529988 | AUD 149990.18 | AUD 149990.18 | CoinSpot |
+| GOOGL | Alphabet Inc Class A | equity | NASDAQ | 12 | USD 4757.40 | AUD 6571.79 | Stake |
+| NDQ | BetaShares NASDAQ 100 ETF | equity | ASX | 429 | AUD 24953.64 | AUD 24953.64 | Stake |
+| NVDA | NVIDIA Corp | equity | NASDAQ | 22 | USD 4656.00 | AUD 6431.72 | Stake |
+| TSLA | Tesla Inc | equity | NASDAQ | 8 | USD 3267.00 | AUD 4512.98 | Stake |
+
+Note: USD holdings use AUD cost bases from captured Stake FX evidence where available.
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+# SMSF SQLite Migration Verification
+
+Generated: 2026-05-14T20:34:36+10:00
+
+## Counts
+
+- Transactions imported: **24**
+- Trade lots created: **24**
+- Source documents indexed: **7**
+
+## Native totals by currency
+
+- AUD: 21 transaction(s), total 174943.82
+- USD: 3 transaction(s), total 12680.40
+
+## AUD reporting total where known
+
+- Total AUD-equivalent transaction cash amount: **A$192460.31**
+
+## Notes
+
+- Existing source documents, Markdown files, CSV ledger, and workbook were not deleted or moved.
+- This database is record-keeping support only; accountant/auditor should confirm final classifications and reporting treatment.
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+# SMSF SQLite Usage Notes
+
+Database: `knowledge/projects/smsf/smsf.sqlite`
+
+The SQLite database is now the structured ledger layer for audit/tax reporting support. Existing CSV, Markdown, workbook, and source documents remain in place.
+
+## Key tables
+
+- `transactions` — canonical transaction/event ledger imported from `transactions/actual-transactions.csv`.
+- `trade_lots` — open acquisition lots auto-created from executed buy transactions.
+- `cash_movements` — bank/platform cash movements, including the initial Stake FX deposit record.
+- `fx_rates` — explicit FX rates used for AUD reporting.
+- `source_documents` — indexed evidence files with SHA256 hashes.
+- `transaction_documents` — links transactions to evidence.
+- `decisions` — accounting/record-keeping decisions and assumptions.
+- `audit_log` — migration/import events.
+
+## Useful queries
+
+```bash
+sqlite3 -header -column knowledge/projects/smsf/smsf.sqlite \
+  "SELECT * FROM v_holdings;"
+```
+
+```bash
+sqlite3 -header -column knowledge/projects/smsf/smsf.sqlite \
+  "SELECT financial_year, asset_class, total_currency, transaction_count, native_total, aud_total FROM v_financial_year_summary;"
+```
+
+```bash
+sqlite3 -header -column knowledge/projects/smsf/smsf.sqlite \
+  "SELECT transaction_id, trade_date, ticker, side, quantity, total_currency, total_cash_amount, total_cash_amount_aud, source_document FROM v_transactions_aud ORDER BY trade_date;"
+```
+
+```bash
+sqlite3 -header -column knowledge/projects/smsf/smsf.sqlite \
+  "SELECT path, sha256, size_bytes FROM source_documents ORDER BY path;"
+```
+
+## Rebuild process
+
+The DB can be rebuilt from current project files with:
+
+```bash
+# Make a backup first, then explicitly force the rebuild
+knowledge/projects/smsf/scripts/build_smsf_db.py --force
+```
+
+The script refuses to overwrite an existing database unless `--force` is supplied. It does not delete or move original files. It rebuilds `smsf.sqlite`, indexes source documents, imports the CSV ledger, recreates lots/views, and regenerates verification reports.
+
+## Audit posture
+
+- Keep source documents immutable.
+- Record corrections/assumptions in `decisions`, transaction `notes`, or future adjustment tables rather than silently changing evidence.
+- Accountant/auditor should confirm final tax classifications, FX treatment, and reporting format.