Consolidate financial intelligence design docs

.ai-context/ARCHITECTURE.md

@@ -11,10 +11,13 @@
 - `base_manifest.yaml` is the Base project contract. It declares BankBuddy as
   a uv-managed Python project and routes selected project commands through
   Base's `runner: uv` support.
-- `bank_buddy_spec.md` is the broader design and architecture specification.
-- `docs/financial_intelligence_architecture_review.md` is the current v2
-  architecture direction for evolving BankBuddy into a local-first personal
-  financial intelligence platform.
+- `bank_buddy_spec.md` is the original banking-focused design specification.
+- `docs/financial_intelligence_vision.md` is the product north star for the
+  broader local-first personal financial intelligence platform.
+- `docs/financial_intelligence_architecture.md` is the current v2 architecture
+  direction.
+- `docs/financial_intelligence_open_questions.md` tracks unresolved design
+  topics.
 
 ## Runtime Model
 

.ai-context/STATUS.md

@@ -22,9 +22,10 @@ section is `Unreleased`.
 
 ## Recent Major Changes
 
-- Financial intelligence v2 architecture review, keeping the `bankbuddy` name
+- Financial intelligence v2 architecture docs, keeping the `bankbuddy` name
   while moving the target model toward documents, entities, observations, and
-  relationships.
+  relationships. Active design docs are the vision, architecture, and open
+  questions documents.
 - Prospective relicensing from MIT to AGPL-3.0-or-later.
 - Canonical data-home layout with `database/`, `bank/`, and `tax/` directories.
 - First TaxBuddy CLI slice and `tax_documents` metadata index.

CHANGELOG.md

@@ -9,6 +9,8 @@ and versions are tracked in the repo-root `VERSION` file.
 
 ### Changed
 
+- Consolidated the financial intelligence design docs into a current vision,
+  canonical architecture, and open-questions set.
 - Declared BankBuddy as a uv-managed Base project and routed Base test/run
   commands through Base's uv runner contract.
 - Moved the README license notice out of the opening project summary.

README.md

@@ -7,10 +7,9 @@ Local-first personal finance tracking.
 BankBuddy is evolving from a banking-focused CLI into a local-first personal
 financial intelligence platform. The current direction is documented in:
 
-- [Financial intelligence architecture review](docs/financial_intelligence_architecture_review.md)
 - [Financial intelligence vision](docs/financial_intelligence_vision.md)
-- [Financial intelligence architecture source spec](docs/financial_intelligence_architecture_spec.md)
-- [AssetBuddy design discussion notes](docs/assetbuddy_design.md)
+- [Financial intelligence architecture](docs/financial_intelligence_architecture.md)
+- [Financial intelligence open questions](docs/financial_intelligence_open_questions.md)
 
 ## Development