Add budget, loan, payee, and scheduled transaction tools to AI chat
Integrate 6 new tool chains into the chat service: get_budget, get_budget_summary, get_loan_details, calculate_loan_payoff, list_payees, and get_scheduled_transactions. Also raises the search_transactions page_size cap from 25 to 50 and the upcoming bills display from 5 to 10. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
@@ -158,6 +158,160 @@
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Deleted {{ data.type }} category "{{ data.name }}"
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</v-alert>
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</div>
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<!-- Budget -->
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<div v-else-if="type === 'budget' && data?.items">
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<div class="text-subtitle-2 mb-1">
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Budget for {{ data.year }}-{{ String(data.month).padStart(2, '0') }}
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</div>
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<v-table density="compact" class="text-caption rounded-lg mb-2">
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<thead>
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<tr>
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<th>Category</th>
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<th class="text-right">Budgeted</th>
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<th class="text-right">Actual</th>
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<th class="text-right">Remaining</th>
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</tr>
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</thead>
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<tbody>
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<tr v-for="item in data.items" :key="item.id">
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<td>{{ item.categoryName }}</td>
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<td class="text-right">{{ formatCurrency(item.budgetedAmount) }}</td>
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<td class="text-right">{{ formatCurrency(item.actualAmount) }}</td>
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<td class="text-right" :class="item.budgetedAmount - item.actualAmount >= 0 ? 'text-success' : 'text-error'">
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{{ formatCurrency(item.budgetedAmount - item.actualAmount) }}
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</td>
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</tr>
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</tbody>
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</v-table>
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</div>
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<!-- Budget Summary -->
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<div v-else-if="type === 'budget_summary'">
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<v-card variant="tonal" density="compact" class="mb-2 pa-3">
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<div class="text-subtitle-2 mb-2">
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Budget Summary — {{ data.year }}-{{ String(data.month).padStart(2, '0') }}
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Total Budgeted</span>
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<span class="text-caption">{{ formatCurrency(data.totalBudgeted) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Total Spent</span>
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<span class="text-caption">{{ formatCurrency(data.totalActual) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Remaining</span>
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<span class="text-caption" :class="data.remaining >= 0 ? 'text-success' : 'text-error'">
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{{ formatCurrency(data.remaining) }}
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</span>
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</div>
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<div class="d-flex justify-space-between">
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<span class="text-caption text-medium-emphasis">Over Budget</span>
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<span class="text-caption" :class="data.overBudgetCount > 0 ? 'text-error' : 'text-success'">
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{{ data.overBudgetCount }} categories
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</span>
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</div>
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</v-card>
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</div>
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<!-- Loan Details -->
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<div v-else-if="type === 'loan_details'">
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<v-card variant="tonal" density="compact" class="mb-2 pa-3">
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<div class="text-subtitle-2 mb-2">{{ data.accountName }}</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Original Balance</span>
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<span class="text-caption">{{ formatCurrency(data.originalBalance) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Current Balance</span>
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<span class="text-caption text-error">{{ formatCurrency(data.currentBalance) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Interest Rate</span>
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<span class="text-caption">{{ data.interestRate?.toFixed(2) }}%</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Monthly Payment</span>
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<span class="text-caption">{{ formatCurrency(data.monthlyPayment) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Maturity Date</span>
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<span class="text-caption">{{ formatDate(data.maturityDate) }}</span>
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</div>
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<div v-if="data.escrowAmount" class="d-flex justify-space-between">
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<span class="text-caption text-medium-emphasis">Escrow</span>
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<span class="text-caption">{{ formatCurrency(data.escrowAmount) }}</span>
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</div>
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</v-card>
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</div>
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<!-- Loan Payoff Scenario -->
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<div v-else-if="type === 'loan_payoff'">
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<v-card variant="tonal" density="compact" class="mb-2 pa-3">
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<div class="text-subtitle-2 mb-2">Payoff Scenario</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Original Payoff</span>
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<span class="text-caption">{{ formatDate(data.originalPayoffDate) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">New Payoff</span>
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<span class="text-caption text-success">{{ formatDate(data.newPayoffDate) }}</span>
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</div>
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Interest Saved</span>
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<span class="text-caption text-success">{{ formatCurrency(data.interestSaved) }}</span>
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</div>
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<div class="d-flex justify-space-between">
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<span class="text-caption text-medium-emphasis">Months Saved</span>
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<span class="text-caption text-success">{{ data.monthsSaved }}</span>
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</div>
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</v-card>
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</div>
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<!-- Payees -->
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<div v-else-if="type === 'payees' && Array.isArray(data)">
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<v-table density="compact" class="text-caption rounded-lg mb-2">
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<thead>
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<tr>
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<th>Name</th>
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<th>Default Category</th>
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</tr>
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</thead>
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<tbody>
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<tr v-for="payee in data" :key="payee.id">
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<td>{{ payee.name }}</td>
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<td class="text-medium-emphasis">{{ payee.defaultCategoryName || '-' }}</td>
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</tr>
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</tbody>
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</v-table>
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</div>
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<!-- Scheduled Transactions -->
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<div v-else-if="type === 'scheduled_transactions' && Array.isArray(data)">
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<v-table density="compact" class="text-caption rounded-lg mb-2">
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<thead>
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<tr>
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<th>Payee</th>
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<th class="text-right">Amount</th>
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<th>Frequency</th>
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<th>Next Due</th>
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<th>Account</th>
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</tr>
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</thead>
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<tbody>
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<tr v-for="txn in data" :key="txn.id">
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<td>{{ txn.payeeName || 'Unknown' }}</td>
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<td class="text-right text-no-wrap" :class="txn.amount >= 0 ? 'text-success' : 'text-error'">
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{{ formatCurrency(txn.amount) }}
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</td>
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<td>{{ txn.frequency }}</td>
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<td class="text-no-wrap">{{ formatDate(txn.nextDueDate) }}</td>
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<td>{{ txn.accountName }}</td>
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</tr>
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</tbody>
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</v-table>
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</div>
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</template>
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<script setup lang="ts">
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