Private
Public Access
1
0

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
2026-02-08 18:41:12 -05:00
parent 57d1051213
commit 1c7abb7ffc
18 changed files with 2423 additions and 3 deletions
+2
View File
@@ -78,7 +78,9 @@ builder.Services.AddScoped<IDashboardService, DashboardService>();
builder.Services.AddScoped<IReportService, ReportService>();
builder.Services.AddScoped<IDuplicateDetectionService, DuplicateDetectionService>();
builder.Services.AddScoped<IEncryptionService, EncryptionService>();
builder.Services.AddScoped<IAiCategorizationService, AiCategorizationService>();
builder.Services.AddScoped<IBankSyncService, BankSyncService>();
builder.Services.AddHttpClient("Ollama");
// Built-in file parsers
builder.Services.AddSingleton<IFileParser, OFXParserPlugin>();