Add AI categorization with Ollama: settings, auto-classify on sync/import, and manual classify from Transactions
Adds local LLM-based transaction categorization using Ollama: - Settings UI to configure Ollama URL, model, confidence threshold - Auto-categorization during bank sync and file import - Manual "Classify Uncategorized" button on Transactions screen that respects active filters - Payee default category learning loop for classified transactions Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
@@ -4,6 +4,7 @@
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<v-tab value="profile">Profile</v-tab>
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<v-tab value="connections">Bank Connections</v-tab>
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<v-tab value="history">Sync History</v-tab>
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<v-tab value="ai">AI Categorization</v-tab>
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</v-tabs>
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<v-tabs-window v-model="activeTab" class="mt-4">
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@@ -354,6 +355,124 @@
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</v-data-table>
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</v-card>
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</v-tabs-window-item>
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<!-- Tab 4: AI Categorization -->
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<v-tabs-window-item value="ai">
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<v-alert type="info" variant="tonal" class="mb-4">
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AI Categorization uses a local Ollama LLM to automatically categorize transactions when payee matching doesn't produce a category.
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Ollama runs locally on your machine — no data is sent to external services.
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</v-alert>
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<v-card>
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<v-card-title>AI Categorization Settings</v-card-title>
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<v-card-text>
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<v-switch
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v-model="aiSettings.isEnabled"
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label="Enable AI Categorization"
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color="primary"
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hide-details
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class="mb-4"
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/>
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<v-row dense>
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<v-col cols="12" sm="6">
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<v-text-field
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v-model="aiSettings.ollamaUrl"
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label="Ollama URL"
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variant="outlined"
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density="compact"
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placeholder="http://localhost:11434"
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/>
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</v-col>
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<v-col cols="12" sm="6">
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<v-combobox
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v-model="aiSettings.modelName"
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:items="availableModels"
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label="Model"
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variant="outlined"
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density="compact"
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placeholder="llama3.1:8b"
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/>
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</v-col>
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</v-row>
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<v-row dense>
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<v-col cols="12" sm="6">
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<div class="text-body-2 mb-1">Confidence Threshold: {{ aiSettings.confidenceThreshold.toFixed(2) }}</div>
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<v-slider
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v-model="aiSettings.confidenceThreshold"
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:min="0.1"
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:max="1.0"
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:step="0.05"
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thumb-label
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color="primary"
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hide-details
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/>
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</v-col>
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<v-col cols="12" sm="6">
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<v-text-field
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v-model.number="aiSettings.timeoutSeconds"
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label="Timeout (seconds)"
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variant="outlined"
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density="compact"
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type="number"
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:min="5"
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:max="120"
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/>
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</v-col>
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</v-row>
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<v-checkbox
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v-model="aiSettings.updatePayeeDefaults"
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label="Auto-update payee default categories (learning loop)"
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color="primary"
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hide-details
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class="mb-4"
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/>
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<div class="d-flex ga-2">
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<v-btn
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color="primary"
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:loading="aiSaving"
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@click="saveAiSettings"
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>
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Save
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</v-btn>
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<v-btn
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variant="tonal"
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color="secondary"
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:loading="aiTesting"
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@click="testAiConnection"
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>
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Test Connection
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</v-btn>
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</div>
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<v-alert
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v-if="aiTestResult"
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:type="aiTestResult.success ? 'success' : 'error'"
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variant="tonal"
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class="mt-4"
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closable
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@click:close="aiTestResult = null"
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>
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<template v-if="aiTestResult.success">
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Connected to Ollama. Available models: {{ aiTestResult.availableModels?.join(', ') || 'none' }}
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</template>
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<template v-else>
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Connection failed: {{ aiTestResult.errorMessage }}
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</template>
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</v-alert>
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</v-card-text>
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</v-card>
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<v-snackbar v-model="showAiSuccess" :timeout="4000" color="success">
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AI categorization settings saved
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</v-snackbar>
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<v-snackbar v-model="showAiError" :timeout="6000" color="error">
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{{ aiErrorMessage }}
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</v-snackbar>
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</v-tabs-window-item>
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</v-tabs-window>
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</div>
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</template>
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@@ -363,7 +482,8 @@ import { ref, reactive, computed, onMounted } from 'vue'
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import { useAuthStore } from '@/stores/auth'
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import { bankSyncApi } from '@/services/bankSync'
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import { accountsApi } from '@/services/accounts'
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import type { SyncConnection, LinkedAccountInfo, Account, SyncLogEntry, PlaidCredentials } from '@/types'
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import { aiCategorizationApi } from '@/services/aiCategorization'
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import type { SyncConnection, LinkedAccountInfo, Account, SyncLogEntry, PlaidCredentials, AiCategorizationSettings, OllamaConnectionTestResult } from '@/types'
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const authStore = useAuthStore()
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@@ -674,7 +794,63 @@ async function deleteConnection() {
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}
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}
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// AI Categorization
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const aiSettings = reactive<AiCategorizationSettings>({
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isEnabled: false,
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ollamaUrl: 'http://localhost:11434',
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modelName: 'llama3.1:8b',
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confidenceThreshold: 0.7,
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timeoutSeconds: 30,
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updatePayeeDefaults: true
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})
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const aiSaving = ref(false)
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const aiTesting = ref(false)
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const aiTestResult = ref<OllamaConnectionTestResult | null>(null)
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const availableModels = ref<string[]>([])
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const showAiSuccess = ref(false)
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const showAiError = ref(false)
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const aiErrorMessage = ref('')
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async function loadAiSettings() {
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try {
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const { data } = await aiCategorizationApi.getSettings()
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Object.assign(aiSettings, data)
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} catch {
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// Not configured yet — defaults are fine
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}
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}
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async function saveAiSettings() {
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aiSaving.value = true
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try {
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const { data } = await aiCategorizationApi.updateSettings({ ...aiSettings })
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Object.assign(aiSettings, data)
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showAiSuccess.value = true
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} catch (err: any) {
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aiErrorMessage.value = err.response?.data?.error || 'Failed to save AI settings'
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showAiError.value = true
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} finally {
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aiSaving.value = false
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}
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}
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async function testAiConnection() {
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aiTesting.value = true
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aiTestResult.value = null
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try {
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const { data } = await aiCategorizationApi.testConnection()
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aiTestResult.value = data
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if (data.availableModels && data.availableModels.length > 0) {
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availableModels.value = data.availableModels
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}
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} catch (err: any) {
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aiTestResult.value = { success: false, errorMessage: err.response?.data?.error || 'Connection test failed', availableModels: null }
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} finally {
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aiTesting.value = false
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}
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}
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onMounted(async () => {
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await Promise.all([loadPlaidCredentials(), loadConnections(), loadAccounts(), loadSyncLogs()])
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await Promise.all([loadPlaidCredentials(), loadConnections(), loadAccounts(), loadSyncLogs(), loadAiSettings()])
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})
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</script>
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