Add category management tools to AI chat (list, create, delete)
Three new tools: list_categories shows all categories with type and parent, create_category adds a new one with optional parent nesting, delete_category removes non-system categories by name. Frontend renders category tables, success alerts for creation, and warning alerts for deletion. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
@@ -33,7 +33,7 @@ public class ChatService : IChatService
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private const string SystemPromptTemplate =
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"""
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You are a helpful personal finance assistant for Purrse.
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You can search transactions, view spending reports, check account balances, and update transaction categories.
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You can search transactions, view spending reports, check account balances, update transaction categories, and manage categories (list, create, delete).
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When the user asks about their finances, use the available tools to look up real data.
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Always present financial amounts formatted as currency.
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When showing transactions, include the date, payee, amount, and category.
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@@ -424,6 +424,9 @@ public class ChatService : IChatService
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"get_account_balances" => await ExecuteGetAccountBalancesAsync(userId, args),
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"get_dashboard_summary" => await ExecuteGetDashboardSummaryAsync(userId),
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"update_transaction_category" => await ExecuteUpdateTransactionCategoryAsync(userId, args),
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"list_categories" => await ExecuteListCategoriesAsync(userId),
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"create_category" => await ExecuteCreateCategoryAsync(userId, args),
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"delete_category" => await ExecuteDeleteCategoryAsync(userId, args),
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_ => ("error", new { error = $"Unknown tool: {name}" }, $"Error: Unknown tool '{name}'")
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};
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}
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@@ -586,6 +589,74 @@ public class ChatService : IChatService
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$"Updated transaction '{updated.PayeeName ?? "Unknown"}' ({updated.Date:yyyy-MM-dd}, {updated.Amount:C}) category from '{existing.CategoryName ?? "Uncategorized"}' to '{category.Name}'.");
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}
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private async Task<(string, object, string)> ExecuteListCategoriesAsync(Guid userId)
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{
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var categories = await _categoryService.GetAllAsync(userId);
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var active = categories.Where(c => c.IsActive).ToList();
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var summary = new StringBuilder();
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summary.AppendLine($"You have {active.Count} active categories:");
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var grouped = active.GroupBy(c => c.Type).OrderBy(g => g.Key);
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foreach (var group in grouped)
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{
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summary.AppendLine($"\n{group.Key}:");
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foreach (var cat in group.OrderBy(c => c.SortOrder))
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{
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var parent = cat.ParentName != null ? $" (under {cat.ParentName})" : "";
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summary.AppendLine($"- {cat.Name}{parent} (ID: {cat.Id})");
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}
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}
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return ("categories", active, summary.ToString());
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}
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private async Task<(string, object, string)> ExecuteCreateCategoryAsync(Guid userId, Dictionary<string, object> args)
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{
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var name = ParseStringArg(args, "name")
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?? throw new ArgumentException("name is required");
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var typeStr = ParseStringArg(args, "type") ?? "Expense";
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if (!Enum.TryParse<Purrse.Core.Enums.CategoryType>(typeStr, ignoreCase: true, out var categoryType))
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categoryType = Purrse.Core.Enums.CategoryType.Expense;
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// Resolve optional parent category by name
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Guid? parentId = null;
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var parentName = ParseStringArg(args, "parent_name");
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if (parentName != null)
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{
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var categories = await _categoryService.GetAllAsync(userId);
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var parent = categories.FirstOrDefault(c => c.Name.Equals(parentName, StringComparison.OrdinalIgnoreCase));
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if (parent != null) parentId = parent.Id;
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}
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var created = await _categoryService.CreateAsync(userId, new CreateCategoryRequest(name, categoryType, parentId));
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var result = new { id = created.Id, name = created.Name, type = created.Type.ToString(), parentName };
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return ("category_created", result,
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$"Created new {categoryType} category '{created.Name}'" + (parentName != null ? $" under '{parentName}'" : "") + ".");
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}
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private async Task<(string, object, string)> ExecuteDeleteCategoryAsync(Guid userId, Dictionary<string, object> args)
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{
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var categoryName = ParseStringArg(args, "name")
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?? throw new ArgumentException("name is required");
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var categories = await _categoryService.GetAllAsync(userId);
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var category = categories.FirstOrDefault(c => c.Name.Equals(categoryName, StringComparison.OrdinalIgnoreCase))
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?? throw new ArgumentException($"Category '{categoryName}' not found");
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if (category.IsSystem)
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throw new InvalidOperationException($"Cannot delete system category '{category.Name}'");
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await _categoryService.DeleteAsync(userId, category.Id);
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var result = new { id = category.Id, name = category.Name, type = category.Type.ToString() };
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return ("category_deleted", result, $"Deleted category '{category.Name}'.");
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}
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private static List<OllamaTool> BuildToolDefinitions()
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{
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return new List<OllamaTool>
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@@ -698,6 +769,58 @@ public class ChatService : IChatService
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Required = new List<string> { "transaction_id", "category_name" }
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}
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}
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},
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new()
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{
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Type = "function",
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Function = new OllamaFunction
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{
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Name = "list_categories",
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Description = "List all available categories. Shows name, type (Income/Expense/Transfer), and parent category if any.",
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Parameters = new OllamaFunctionParameters
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{
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Type = "object",
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Properties = new Dictionary<string, OllamaPropertySchema>()
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}
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}
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},
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new()
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{
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Type = "function",
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Function = new OllamaFunction
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{
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Name = "create_category",
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Description = "Create a new category. Specify the name, type (Income, Expense, or Transfer), and optionally a parent category name to nest it under.",
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Parameters = new OllamaFunctionParameters
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{
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Type = "object",
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Properties = new Dictionary<string, OllamaPropertySchema>
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{
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["name"] = new() { Type = "string", Description = "The name for the new category" },
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["type"] = new() { Type = "string", Description = "Category type", Enum = new List<string> { "Income", "Expense", "Transfer" } },
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["parent_name"] = new() { Type = "string", Description = "Optional parent category name to nest under" }
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},
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Required = new List<string> { "name", "type" }
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}
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}
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},
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new()
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{
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Type = "function",
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Function = new OllamaFunction
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{
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Name = "delete_category",
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Description = "Delete a category by name. System categories cannot be deleted. Transactions using this category will become uncategorized.",
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Parameters = new OllamaFunctionParameters
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{
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Type = "object",
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Properties = new Dictionary<string, OllamaPropertySchema>
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{
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["name"] = new() { Type = "string", Description = "The exact name of the category to delete" }
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},
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Required = new List<string> { "name" }
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}
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}
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}
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};
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}
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