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:
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using Microsoft.EntityFrameworkCore;
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using Microsoft.EntityFrameworkCore.Metadata.Builders;
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using Purrse.Core.Models;
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namespace Purrse.Data.Configurations;
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public class AiCategorizationSettingsConfiguration : IEntityTypeConfiguration<AiCategorizationSettings>
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{
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public void Configure(EntityTypeBuilder<AiCategorizationSettings> builder)
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{
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builder.ToTable("ai_categorization_settings");
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builder.HasKey(s => s.Id);
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builder.Property(s => s.OllamaUrl).HasMaxLength(500);
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builder.Property(s => s.ModelName).HasMaxLength(100);
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builder.HasOne(s => s.User)
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.WithOne(u => u.AiCategorizationSettings)
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.HasForeignKey<AiCategorizationSettings>(s => s.UserId)
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.OnDelete(DeleteBehavior.Cascade);
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builder.HasIndex(s => s.UserId).IsUnique();
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}
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}
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+1464
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Load Diff
@@ -0,0 +1,53 @@
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using System;
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using Microsoft.EntityFrameworkCore.Migrations;
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#nullable disable
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namespace Purrse.Data.Migrations
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{
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/// <inheritdoc />
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public partial class AddAiCategorizationSettings : Migration
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{
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/// <inheritdoc />
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protected override void Up(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.CreateTable(
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name: "ai_categorization_settings",
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columns: table => new
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{
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Id = table.Column<Guid>(type: "uuid", nullable: false),
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UserId = table.Column<Guid>(type: "uuid", nullable: false),
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IsEnabled = table.Column<bool>(type: "boolean", nullable: false),
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OllamaUrl = table.Column<string>(type: "character varying(500)", maxLength: 500, nullable: false),
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ModelName = table.Column<string>(type: "character varying(100)", maxLength: 100, nullable: false),
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ConfidenceThreshold = table.Column<double>(type: "double precision", nullable: false),
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TimeoutSeconds = table.Column<int>(type: "integer", nullable: false),
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UpdatePayeeDefaults = table.Column<bool>(type: "boolean", nullable: false),
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UpdatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false)
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},
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constraints: table =>
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{
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table.PrimaryKey("PK_ai_categorization_settings", x => x.Id);
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table.ForeignKey(
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name: "FK_ai_categorization_settings_users_UserId",
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column: x => x.UserId,
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principalTable: "users",
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principalColumn: "Id",
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onDelete: ReferentialAction.Cascade);
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});
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migrationBuilder.CreateIndex(
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name: "IX_ai_categorization_settings_UserId",
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table: "ai_categorization_settings",
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column: "UserId",
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unique: true);
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}
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/// <inheritdoc />
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protected override void Down(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.DropTable(
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name: "ai_categorization_settings");
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}
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}
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}
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@@ -85,6 +85,48 @@ namespace Purrse.Data.Migrations
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b.ToTable("accounts", (string)null);
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});
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modelBuilder.Entity("Purrse.Core.Models.AiCategorizationSettings", b =>
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{
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b.Property<Guid>("Id")
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.ValueGeneratedOnAdd()
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.HasColumnType("uuid");
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b.Property<double>("ConfidenceThreshold")
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.HasColumnType("double precision");
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b.Property<bool>("IsEnabled")
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.HasColumnType("boolean");
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b.Property<string>("ModelName")
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.IsRequired()
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.HasMaxLength(100)
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.HasColumnType("character varying(100)");
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b.Property<string>("OllamaUrl")
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.IsRequired()
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.HasMaxLength(500)
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.HasColumnType("character varying(500)");
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b.Property<int>("TimeoutSeconds")
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.HasColumnType("integer");
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b.Property<bool>("UpdatePayeeDefaults")
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.HasColumnType("boolean");
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b.Property<DateTime>("UpdatedAt")
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.HasColumnType("timestamp with time zone");
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b.Property<Guid>("UserId")
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.HasColumnType("uuid");
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b.HasKey("Id");
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b.HasIndex("UserId")
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.IsUnique();
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b.ToTable("ai_categorization_settings", (string)null);
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});
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modelBuilder.Entity("Purrse.Core.Models.AmortizationEntry", b =>
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{
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b.Property<Guid>("Id")
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@@ -994,6 +1036,17 @@ namespace Purrse.Data.Migrations
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b.Navigation("User");
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});
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modelBuilder.Entity("Purrse.Core.Models.AiCategorizationSettings", b =>
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{
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b.HasOne("Purrse.Core.Models.User", "User")
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.WithOne("AiCategorizationSettings")
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.HasForeignKey("Purrse.Core.Models.AiCategorizationSettings", "UserId")
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.OnDelete(DeleteBehavior.Cascade)
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.IsRequired();
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b.Navigation("User");
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});
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modelBuilder.Entity("Purrse.Core.Models.AmortizationEntry", b =>
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{
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b.HasOne("Purrse.Core.Models.LoanDetail", "LoanDetail")
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@@ -1396,6 +1449,8 @@ namespace Purrse.Data.Migrations
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{
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b.Navigation("Accounts");
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b.Navigation("AiCategorizationSettings");
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b.Navigation("BankSyncSettings");
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b.Navigation("SyncConnections");
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@@ -30,6 +30,7 @@ public class PurrseDbContext : DbContext
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public DbSet<LinkedAccount> LinkedAccounts => Set<LinkedAccount>();
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public DbSet<SyncLog> SyncLogs => Set<SyncLog>();
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public DbSet<BankSyncSettings> BankSyncSettings => Set<BankSyncSettings>();
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public DbSet<AiCategorizationSettings> AiCategorizationSettings => Set<AiCategorizationSettings>();
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protected override void OnModelCreating(ModelBuilder modelBuilder)
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{
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