# ADR 0007 — Finance Global Values Policy

**Status:** Accepted  
**Date:** 2026-06-13

## Context

FinanceManager exposes useful summaries, but exact finance values are sensitive and unnecessary on the global JARVIS overview.

## Decision

The global start page never displays exact finance amounts.

Allowed globally:

- API online/offline
- review count
- provider status
- import status as count/status
- data quality status
- missing/stale price count

Forbidden globally:

- net worth
- cash amounts
- portfolio values
- account/broker/wallet details
- transactions
- report files
- merchant/account detail tables

A future protected Finance detail page may be prepared later, but exact values require an explicit Secure Detail Toggle plus audit/session concept.

## Consequences

Finance module card remains safe and useful. Deep finance work remains in FinanceManager or future protected detail surfaces.

## Blocker

Before Finance adapter implementation, resolve the observed FinanceManager local state: local working copy was 3 commits ahead of remote during inventory.