From 688dd333dca162a71f3a51c3ebf335d389b26a6a Mon Sep 17 00:00:00 2001
From: Catherine Renelle <32781029+catrenelle@users.noreply.github.com>
Date: Fri, 13 Feb 2026 14:38:07 -0500
Subject: [PATCH] Add adjustable context size, custom chatbot name, and cat
 icon for AI chat
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Settings > AI tab now includes context size slider (2048–131072) with VRAM
estimate and a chatbot name field. ChatService reads both dynamically instead
of hardcoding num_ctx=16384 and "Purrse AI". Chat panel FAB and empty state
use mdi-cat icon to match the rest of the app.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 frontend/src/components/chat/ChatPanel.vue    |   20 +-
 frontend/src/types/index.ts                   |    2 +
 frontend/src/views/settings/SettingsView.vue  |   35 +-
 .../Services/AiCategorizationService.cs       |   10 +-
 src/Purrse.Api/Services/ChatService.cs        |   13 +-
 src/Purrse.Core/DTOs/AiCategorizationDtos.cs  |    8 +-
 .../Models/AiCategorizationSettings.cs        |    2 +
 .../AiCategorizationSettingsConfiguration.cs  |    1 +
 ...20260213192005_AddChatSettings.Designer.cs | 1570 +++++++++++++++++
 .../20260213192005_AddChatSettings.cs         |   40 +
 .../PurrseDbContextModelSnapshot.cs           |    7 +
 11 files changed, 1696 insertions(+), 12 deletions(-)
 create mode 100644 src/Purrse.Data/Migrations/20260213192005_AddChatSettings.Designer.cs
 create mode 100644 src/Purrse.Data/Migrations/20260213192005_AddChatSettings.cs

diff --git a/frontend/src/components/chat/ChatPanel.vue b/frontend/src/components/chat/ChatPanel.vue
index 6301dea..f0443a0 100644
--- a/frontend/src/components/chat/ChatPanel.vue
+++ b/frontend/src/components/chat/ChatPanel.vue
@@ -8,14 +8,14 @@
     elevation="8"
     @click="togglePanel"
   >
-    <v-icon>{{ panelOpen ? 'mdi-close' : 'mdi-robot-outline' }}</v-icon>
+    <v-icon>{{ panelOpen ? 'mdi-close' : 'mdi-cat' }}</v-icon>
   </v-btn>
 
   <!-- Chat Panel -->
   <v-card v-show="panelOpen" class="chat-panel" elevation="12" rounded="lg">
     <!-- Header -->
     <v-toolbar density="compact" color="primary" class="flex-grow-0">
-      <v-toolbar-title class="text-body-1 font-weight-medium">Purrse AI</v-toolbar-title>
+      <v-toolbar-title class="text-body-1 font-weight-medium">{{ chatBotName }}</v-toolbar-title>
       <template v-slot:append>
         <v-menu>
           <template v-slot:activator="{ props }">
@@ -56,7 +56,7 @@
     <div ref="messagesContainer" class="chat-messages">
       <!-- Empty state -->
       <div v-if="messages.length === 0 && !loading" class="d-flex flex-column align-center justify-center" style="height: 100%;">
-        <v-icon size="48" color="primary" class="mb-3">mdi-robot-outline</v-icon>
+        <v-icon size="48" color="primary" class="mb-3">mdi-cat</v-icon>
         <p class="text-body-2 text-medium-emphasis mb-4">Ask me about your finances</p>
         <div class="d-flex flex-wrap justify-center ga-2 px-4">
           <v-chip
@@ -140,6 +140,7 @@
 import { ref, nextTick, onMounted, watch } from 'vue'
 import { useRoute } from 'vue-router'
 import { chatApi } from '@/services/chat'
+import { aiCategorizationApi } from '@/services/aiCategorization'
 import { usePageContext } from '@/composables/usePageContext'
 import ChatToolResult from '@/views/chat/ChatToolResult.vue'
 import type { ChatConversation, ChatMessage } from '@/types'
@@ -155,6 +156,7 @@ const inputMessage = ref('')
 const loading = ref(false)
 const messagesContainer = ref<HTMLElement | null>(null)
 const conversationsLoaded = ref(false)
+const chatBotName = ref('Purrse AI')
 
 let _idCounter = 0
 function tempId(): string {
@@ -214,6 +216,18 @@ function togglePanel() {
   panelOpen.value = !panelOpen.value
   if (panelOpen.value && !conversationsLoaded.value) {
     loadConversations()
+    loadChatBotName()
+  }
+}
+
+async function loadChatBotName() {
+  try {
+    const { data } = await aiCategorizationApi.getSettings()
+    if (data.chatBotName) {
+      chatBotName.value = data.chatBotName
+    }
+  } catch {
+    // Default name is fine
   }
 }
 
diff --git a/frontend/src/types/index.ts b/frontend/src/types/index.ts
index e342a3e..45fcbf1 100644
--- a/frontend/src/types/index.ts
+++ b/frontend/src/types/index.ts
@@ -521,6 +521,8 @@ export interface AiCategorizationSettings {
   updatePayeeDefaults: boolean
   systemPrompt: string | null
   userPromptTemplate: string | null
+  chatContextSize: number
+  chatBotName: string | null
 }
 
 export interface OllamaConnectionTestResult {
diff --git a/frontend/src/views/settings/SettingsView.vue b/frontend/src/views/settings/SettingsView.vue
index d96a3fc..c588958 100644
--- a/frontend/src/views/settings/SettingsView.vue
+++ b/frontend/src/views/settings/SettingsView.vue
@@ -762,6 +762,37 @@
           </v-card-text>
         </v-card>
 
+        <v-card class="mt-4">
+          <v-card-title>AI Chat Settings</v-card-title>
+          <v-card-text>
+            <div class="text-body-2 mb-1">Context Size: {{ aiSettings.chatContextSize.toLocaleString() }} tokens</div>
+            <v-slider
+              v-model="aiSettings.chatContextSize"
+              :min="2048"
+              :max="131072"
+              :step="2048"
+              thumb-label
+              color="primary"
+              hide-details
+              class="mb-1"
+            />
+            <div class="text-caption text-medium-emphasis mb-4">
+              Estimated VRAM: ~{{ Math.round((aiSettings.chatContextSize / 1024) * 75) }} MB — Increase if the AI loses context in long chats. Decrease if Ollama runs out of memory.
+            </div>
+
+            <v-text-field
+              v-model="aiSettings.chatBotName"
+              label="Chatbot Name"
+              variant="outlined"
+              density="compact"
+              placeholder="Purrse AI"
+              hint="Custom name shown in the chat panel header and used by the AI"
+              persistent-hint
+              clearable
+            />
+          </v-card-text>
+        </v-card>
+
         <v-snackbar v-model="showAiSuccess" :timeout="4000" color="success">
           AI categorization settings saved
         </v-snackbar>
@@ -1305,7 +1336,9 @@ const aiSettings = reactive<AiCategorizationSettings>({
   timeoutSeconds: 30,
   updatePayeeDefaults: true,
   systemPrompt: null,
-  userPromptTemplate: null
+  userPromptTemplate: null,
+  chatContextSize: 16384,
+  chatBotName: null
 })
 const aiSaving = ref(false)
 const aiTesting = ref(false)
diff --git a/src/Purrse.Api/Services/AiCategorizationService.cs b/src/Purrse.Api/Services/AiCategorizationService.cs
index 15578cc..6d55804 100644
--- a/src/Purrse.Api/Services/AiCategorizationService.cs
+++ b/src/Purrse.Api/Services/AiCategorizationService.cs
@@ -67,13 +67,14 @@ public class AiCategorizationService : IAiCategorizationService
         if (settings == null)
         {
             return new AiCategorizationSettingsResponse(
-                false, "http://localhost:11434", "llama3.1:8b", 0.7, 30, true, null, null);
+                false, "http://localhost:11434", "llama3.1:8b", 0.7, 30, true, null, null, 16384, null);
         }
 
         return new AiCategorizationSettingsResponse(
             settings.IsEnabled, settings.OllamaUrl, settings.ModelName,
             settings.ConfidenceThreshold, settings.TimeoutSeconds, settings.UpdatePayeeDefaults,
-            settings.SystemPrompt, settings.UserPromptTemplate);
+            settings.SystemPrompt, settings.UserPromptTemplate,
+            settings.ChatContextSize, settings.ChatBotName);
     }
 
     public async Task<AiCategorizationSettingsResponse> UpdateSettingsAsync(Guid userId, UpdateAiCategorizationSettingsRequest request)
@@ -98,6 +99,8 @@ public class AiCategorizationService : IAiCategorizationService
         settings.UpdatePayeeDefaults = request.UpdatePayeeDefaults;
         settings.SystemPrompt = string.IsNullOrWhiteSpace(request.SystemPrompt) ? null : request.SystemPrompt;
         settings.UserPromptTemplate = string.IsNullOrWhiteSpace(request.UserPromptTemplate) ? null : request.UserPromptTemplate;
+        settings.ChatContextSize = request.ChatContextSize;
+        settings.ChatBotName = string.IsNullOrWhiteSpace(request.ChatBotName) ? null : request.ChatBotName;
         settings.UpdatedAt = DateTime.UtcNow;
 
         await _db.SaveChangesAsync();
@@ -105,7 +108,8 @@ public class AiCategorizationService : IAiCategorizationService
         return new AiCategorizationSettingsResponse(
             settings.IsEnabled, settings.OllamaUrl, settings.ModelName,
             settings.ConfidenceThreshold, settings.TimeoutSeconds, settings.UpdatePayeeDefaults,
-            settings.SystemPrompt, settings.UserPromptTemplate);
+            settings.SystemPrompt, settings.UserPromptTemplate,
+            settings.ChatContextSize, settings.ChatBotName);
     }
 
     public async Task<OllamaConnectionTestResponse> TestConnectionAsync(Guid userId)
diff --git a/src/Purrse.Api/Services/ChatService.cs b/src/Purrse.Api/Services/ChatService.cs
index 57e87ae..8feeafe 100644
--- a/src/Purrse.Api/Services/ChatService.cs
+++ b/src/Purrse.Api/Services/ChatService.cs
@@ -113,6 +113,8 @@ public class ChatService : IChatService
         var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
         var ollamaUrl = settings?.OllamaUrl ?? "http://localhost:11434";
         var modelName = settings?.ModelName ?? "llama3.1:8b";
+        var chatContextSize = settings?.ChatContextSize ?? 16384;
+        var chatBotName = settings?.ChatBotName;
 
         // Save user message
         var userMessage = new ChatMessage
@@ -130,10 +132,15 @@ public class ChatService : IChatService
         var ollamaMessages = new List<OllamaToolMessage>();
 
         // System prompt
+        var systemPrompt = string.Format(SystemPromptTemplate, DateTime.UtcNow.ToString("yyyy-MM-dd"));
+        if (!string.IsNullOrWhiteSpace(chatBotName))
+        {
+            systemPrompt += $"\nYour name is {chatBotName}.";
+        }
         ollamaMessages.Add(new OllamaToolMessage
         {
             Role = "system",
-            Content = string.Format(SystemPromptTemplate, DateTime.UtcNow.ToString("yyyy-MM-dd"))
+            Content = systemPrompt
         });
 
         // Last 20 conversation messages
@@ -199,7 +206,7 @@ public class ChatService : IChatService
                 Messages = ollamaMessages,
                 Stream = false,
                 Tools = tools,
-                Options = new OllamaRequestOptions { NumCtx = 16384 }
+                Options = new OllamaRequestOptions { NumCtx = chatContextSize }
             };
 
             var response = await CallOllamaAsync(ollamaUrl, ollamaRequest);
@@ -272,7 +279,7 @@ public class ChatService : IChatService
                         Messages = ollamaMessages,
                         Stream = false,
                         Tools = null, // drop tools so the model focuses on the page data
-                        Options = new OllamaRequestOptions { NumCtx = 16384 }
+                        Options = new OllamaRequestOptions { NumCtx = chatContextSize }
                     };
                     var retryResponse = await CallOllamaAsync(ollamaUrl, retryRequest);
                     rawContent = retryResponse?.Message?.Content;
diff --git a/src/Purrse.Core/DTOs/AiCategorizationDtos.cs b/src/Purrse.Core/DTOs/AiCategorizationDtos.cs
index 47c141c..4a45702 100644
--- a/src/Purrse.Core/DTOs/AiCategorizationDtos.cs
+++ b/src/Purrse.Core/DTOs/AiCategorizationDtos.cs
@@ -11,7 +11,9 @@ public record AiCategorizationSettingsResponse(
     int TimeoutSeconds,
     bool UpdatePayeeDefaults,
     string? SystemPrompt,
-    string? UserPromptTemplate);
+    string? UserPromptTemplate,
+    int ChatContextSize,
+    string? ChatBotName);
 
 public record UpdateAiCategorizationSettingsRequest(
     bool IsEnabled,
@@ -21,7 +23,9 @@ public record UpdateAiCategorizationSettingsRequest(
     int TimeoutSeconds,
     bool UpdatePayeeDefaults,
     string? SystemPrompt,
-    string? UserPromptTemplate);
+    string? UserPromptTemplate,
+    int ChatContextSize,
+    string? ChatBotName);
 
 // Connection test
 public record OllamaConnectionTestResponse(
diff --git a/src/Purrse.Core/Models/AiCategorizationSettings.cs b/src/Purrse.Core/Models/AiCategorizationSettings.cs
index f466d02..5f74ec0 100644
--- a/src/Purrse.Core/Models/AiCategorizationSettings.cs
+++ b/src/Purrse.Core/Models/AiCategorizationSettings.cs
@@ -12,6 +12,8 @@ public class AiCategorizationSettings
     public bool UpdatePayeeDefaults { get; set; } = true;
     public string? SystemPrompt { get; set; }
     public string? UserPromptTemplate { get; set; }
+    public int ChatContextSize { get; set; } = 16384;
+    public string? ChatBotName { get; set; }
     public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
 
     public User User { get; set; } = null!;
diff --git a/src/Purrse.Data/Configurations/AiCategorizationSettingsConfiguration.cs b/src/Purrse.Data/Configurations/AiCategorizationSettingsConfiguration.cs
index 8b202f6..7753170 100644
--- a/src/Purrse.Data/Configurations/AiCategorizationSettingsConfiguration.cs
+++ b/src/Purrse.Data/Configurations/AiCategorizationSettingsConfiguration.cs
@@ -14,6 +14,7 @@ public class AiCategorizationSettingsConfiguration : IEntityTypeConfiguration<Ai
         builder.Property(s => s.ModelName).HasMaxLength(100);
         builder.Property(s => s.SystemPrompt).HasMaxLength(4000);
         builder.Property(s => s.UserPromptTemplate).HasMaxLength(4000);
+        builder.Property(s => s.ChatBotName).HasMaxLength(100);
 
         builder.HasOne(s => s.User)
             .WithOne(u => u.AiCategorizationSettings)
diff --git a/src/Purrse.Data/Migrations/20260213192005_AddChatSettings.Designer.cs b/src/Purrse.Data/Migrations/20260213192005_AddChatSettings.Designer.cs
new file mode 100644
index 0000000..06bbb5f
--- /dev/null
+++ b/src/Purrse.Data/Migrations/20260213192005_AddChatSettings.Designer.cs
@@ -0,0 +1,1570 @@
+// <auto-generated />
+using System;
+using Microsoft.EntityFrameworkCore;
+using Microsoft.EntityFrameworkCore.Infrastructure;
+using Microsoft.EntityFrameworkCore.Migrations;
+using Microsoft.EntityFrameworkCore.Storage.ValueConversion;
+using Npgsql.EntityFrameworkCore.PostgreSQL.Metadata;
+using Purrse.Data;
+
+#nullable disable
+
+namespace Purrse.Data.Migrations
+{
+    [DbContext(typeof(PurrseDbContext))]
+    [Migration("20260213192005_AddChatSettings")]
+    partial class AddChatSettings
+    {
+        /// <inheritdoc />
+        protected override void BuildTargetModel(ModelBuilder modelBuilder)
+        {
+#pragma warning disable 612, 618
+            modelBuilder
+                .HasAnnotation("ProductVersion", "9.0.6")
+                .HasAnnotation("Relational:MaxIdentifierLength", 63);
+
+            NpgsqlModelBuilderExtensions.UseIdentityByDefaultColumns(modelBuilder);
+
+            modelBuilder.Entity("Purrse.Core.Models.Account", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("AccountNumber")
+                        .HasMaxLength(50)
+                        .HasColumnType("character varying(50)");
+
+                    b.Property<decimal>("Balance")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<decimal?>("CreditLimit")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<string>("Institution")
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<decimal?>("InterestRate")
+                        .HasPrecision(8, 4)
+                        .HasColumnType("numeric(8,4)");
+
+                    b.Property<bool>("IsActive")
+                        .HasColumnType("boolean");
+
+                    b.Property<bool>("IsClosed")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("Name")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<string>("Notes")
+                        .HasMaxLength(1000)
+                        .HasColumnType("character varying(1000)");
+
+                    b.Property<int>("SortOrder")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("Type")
+                        .HasColumnType("integer");
+
+                    b.Property<DateTime>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("UserId");
+
+                    b.ToTable("accounts", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.AiCategorizationSettings", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("ChatBotName")
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.Property<int>("ChatContextSize")
+                        .HasColumnType("integer");
+
+                    b.Property<double>("ConfidenceThreshold")
+                        .HasColumnType("double precision");
+
+                    b.Property<bool>("IsEnabled")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("ModelName")
+                        .IsRequired()
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.Property<string>("OllamaUrl")
+                        .IsRequired()
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<string>("SystemPrompt")
+                        .HasMaxLength(4000)
+                        .HasColumnType("character varying(4000)");
+
+                    b.Property<int>("TimeoutSeconds")
+                        .HasColumnType("integer");
+
+                    b.Property<bool>("UpdatePayeeDefaults")
+                        .HasColumnType("boolean");
+
+                    b.Property<DateTime>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("UserPromptTemplate")
+                        .HasMaxLength(4000)
+                        .HasColumnType("character varying(4000)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("UserId")
+                        .IsUnique();
+
+                    b.ToTable("ai_categorization_settings", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.AmortizationEntry", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal?>("EscrowAmount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<decimal>("InterestAmount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<Guid>("LoanDetailId")
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal>("PaymentAmount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<DateTime>("PaymentDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<int>("PaymentNumber")
+                        .HasColumnType("integer");
+
+                    b.Property<decimal>("PrincipalAmount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<decimal>("RemainingBalance")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("LoanDetailId");
+
+                    b.ToTable("amortization_entries", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.BankSyncSettings", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("EncryptedPlaidClientId")
+                        .HasColumnType("text");
+
+                    b.Property<string>("EncryptedPlaidSecret")
+                        .HasColumnType("text");
+
+                    b.Property<string>("PlaidEnvironment")
+                        .IsRequired()
+                        .HasMaxLength(20)
+                        .HasColumnType("character varying(20)");
+
+                    b.Property<DateTime>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("UserId")
+                        .IsUnique();
+
+                    b.ToTable("bank_sync_settings", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Budget", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<int>("Month")
+                        .HasColumnType("integer");
+
+                    b.Property<string>("Notes")
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.Property<int>("Year")
+                        .HasColumnType("integer");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("UserId", "Year", "Month")
+                        .IsUnique();
+
+                    b.ToTable("budgets", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.BudgetItem", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("BudgetId")
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal>("BudgetedAmount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<Guid>("CategoryId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("BudgetId");
+
+                    b.HasIndex("CategoryId");
+
+                    b.ToTable("budget_items", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Category", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<bool>("IsActive")
+                        .HasColumnType("boolean");
+
+                    b.Property<bool>("IsSystem")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("Name")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<Guid?>("ParentId")
+                        .HasColumnType("uuid");
+
+                    b.Property<int>("SortOrder")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("Type")
+                        .HasColumnType("integer");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("ParentId");
+
+                    b.HasIndex("UserId", "Name", "ParentId")
+                        .IsUnique();
+
+                    b.ToTable("categories", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ChatConversation", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("Title")
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<DateTime>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("UserId");
+
+                    b.ToTable("chat_conversations", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ChatMessage", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("Content")
+                        .IsRequired()
+                        .HasColumnType("text");
+
+                    b.Property<Guid>("ConversationId")
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("Role")
+                        .IsRequired()
+                        .HasMaxLength(20)
+                        .HasColumnType("character varying(20)");
+
+                    b.Property<string>("ToolCallsJson")
+                        .HasColumnType("text");
+
+                    b.Property<string>("ToolResultJson")
+                        .HasColumnType("text");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("ConversationId");
+
+                    b.ToTable("chat_messages", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ImportBatch", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<int>("DuplicateCount")
+                        .HasColumnType("integer");
+
+                    b.Property<string>("FileName")
+                        .IsRequired()
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<string>("FileType")
+                        .IsRequired()
+                        .HasMaxLength(50)
+                        .HasColumnType("character varying(50)");
+
+                    b.Property<DateTime>("ImportedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<int>("ImportedCount")
+                        .HasColumnType("integer");
+
+                    b.Property<string>("ParsedDataJson")
+                        .HasColumnType("text");
+
+                    b.Property<int>("SkippedCount")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("Status")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("TotalCount")
+                        .HasColumnType("integer");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId");
+
+                    b.HasIndex("UserId");
+
+                    b.ToTable("import_batches", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.InvestmentHolding", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("AsOfDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<decimal>("CostBasis")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<Guid>("SecurityId")
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal>("Shares")
+                        .HasPrecision(18, 6)
+                        .HasColumnType("numeric(18,6)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId");
+
+                    b.HasIndex("SecurityId");
+
+                    b.ToTable("investment_holdings", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.LinkedAccount", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid?>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("ExternalAccountId")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<string>("ExternalAccountMask")
+                        .HasMaxLength(20)
+                        .HasColumnType("character varying(20)");
+
+                    b.Property<string>("ExternalAccountName")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<string>("ExternalAccountType")
+                        .HasMaxLength(50)
+                        .HasColumnType("character varying(50)");
+
+                    b.Property<bool>("IsEnabled")
+                        .HasColumnType("boolean");
+
+                    b.Property<decimal?>("LastKnownBalance")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<DateTime?>("LastSyncAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid>("SyncConnectionId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId");
+
+                    b.HasIndex("SyncConnectionId", "ExternalAccountId")
+                        .IsUnique();
+
+                    b.ToTable("linked_accounts", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.LoanDetail", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal?>("EscrowAmount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<decimal?>("ExtraPayment")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<decimal>("InterestRate")
+                        .HasPrecision(8, 4)
+                        .HasColumnType("numeric(8,4)");
+
+                    b.Property<DateTime>("MaturityDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<decimal>("MonthlyPayment")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<decimal>("OriginalBalance")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<DateTime>("OriginationDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<int>("TermMonths")
+                        .HasColumnType("integer");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId")
+                        .IsUnique();
+
+                    b.ToTable("loan_details", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Payee", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid?>("DefaultCategoryId")
+                        .HasColumnType("uuid");
+
+                    b.Property<bool>("IsActive")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("Name")
+                        .IsRequired()
+                        .HasMaxLength(300)
+                        .HasColumnType("character varying(300)");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("DefaultCategoryId");
+
+                    b.HasIndex("UserId", "Name")
+                        .IsUnique();
+
+                    b.ToTable("payees", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.PayeeAlias", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("Alias")
+                        .IsRequired()
+                        .HasMaxLength(300)
+                        .HasColumnType("character varying(300)");
+
+                    b.Property<Guid>("PayeeId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("Alias");
+
+                    b.HasIndex("PayeeId");
+
+                    b.ToTable("payee_aliases", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.PluginConfiguration", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("Key")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<Guid>("PluginRegistrationId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("Value")
+                        .IsRequired()
+                        .HasMaxLength(2000)
+                        .HasColumnType("character varying(2000)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("PluginRegistrationId", "Key")
+                        .IsUnique();
+
+                    b.ToTable("plugin_configurations", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.PluginRegistration", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("EntryAssembly")
+                        .IsRequired()
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<string>("EntryType")
+                        .IsRequired()
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<DateTime>("InstalledAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<bool>("IsEnabled")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("Name")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<string>("PluginId")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<string>("Version")
+                        .IsRequired()
+                        .HasMaxLength(50)
+                        .HasColumnType("character varying(50)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("PluginId")
+                        .IsUnique();
+
+                    b.ToTable("plugin_registrations", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Reconciliation", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime?>("CompletedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<bool>("IsCompleted")
+                        .HasColumnType("boolean");
+
+                    b.Property<decimal>("StatementBalance")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<DateTime>("StatementDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId");
+
+                    b.ToTable("reconciliations", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ScheduledTransaction", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal>("Amount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<bool>("AutoPost")
+                        .HasColumnType("boolean");
+
+                    b.Property<Guid?>("CategoryId")
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<DateTime?>("EndDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<int>("Frequency")
+                        .HasColumnType("integer");
+
+                    b.Property<bool>("IsActive")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("Memo")
+                        .HasMaxLength(1000)
+                        .HasColumnType("character varying(1000)");
+
+                    b.Property<DateTime>("NextDueDate")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid?>("PayeeId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("PayeeName")
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<int>("ReminderDaysBefore")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("Type")
+                        .HasColumnType("integer");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId");
+
+                    b.HasIndex("CategoryId");
+
+                    b.HasIndex("PayeeId");
+
+                    b.HasIndex("UserId");
+
+                    b.ToTable("scheduled_transactions", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Security", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("Name")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<string>("SecurityType")
+                        .HasMaxLength(50)
+                        .HasColumnType("character varying(50)");
+
+                    b.Property<string>("Symbol")
+                        .IsRequired()
+                        .HasMaxLength(20)
+                        .HasColumnType("character varying(20)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("Symbol")
+                        .IsUnique();
+
+                    b.ToTable("securities", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SecurityPrice", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("Date")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<decimal>("Price")
+                        .HasPrecision(18, 4)
+                        .HasColumnType("numeric(18,4)");
+
+                    b.Property<Guid>("SecurityId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("SecurityId", "Date")
+                        .IsUnique();
+
+                    b.ToTable("security_prices", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SyncConnection", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("EncryptedAccessToken")
+                        .IsRequired()
+                        .HasColumnType("text");
+
+                    b.Property<string>("InstitutionId")
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.Property<string>("InstitutionName")
+                        .IsRequired()
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<bool>("IsActive")
+                        .HasColumnType("boolean");
+
+                    b.Property<DateTime?>("LastSyncAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("LastSyncError")
+                        .HasMaxLength(2000)
+                        .HasColumnType("character varying(2000)");
+
+                    b.Property<string>("PlaidItemId")
+                        .HasMaxLength(200)
+                        .HasColumnType("character varying(200)");
+
+                    b.Property<int>("Provider")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("SyncIntervalMinutes")
+                        .HasColumnType("integer");
+
+                    b.Property<DateTime>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<Guid>("UserId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("PlaidItemId");
+
+                    b.HasIndex("UserId");
+
+                    b.ToTable("sync_connections", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SyncLog", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime?>("CompletedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<TimeSpan?>("Duration")
+                        .HasColumnType("interval");
+
+                    b.Property<string>("ErrorMessage")
+                        .HasMaxLength(2000)
+                        .HasColumnType("character varying(2000)");
+
+                    b.Property<Guid?>("LinkedAccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("StartedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<int>("Status")
+                        .HasColumnType("integer");
+
+                    b.Property<Guid>("SyncConnectionId")
+                        .HasColumnType("uuid");
+
+                    b.Property<int>("TransactionsFetched")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("TransactionsImported")
+                        .HasColumnType("integer");
+
+                    b.Property<int>("TransactionsSkipped")
+                        .HasColumnType("integer");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("LinkedAccountId");
+
+                    b.HasIndex("StartedAt");
+
+                    b.HasIndex("SyncConnectionId");
+
+                    b.ToTable("sync_logs", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Transaction", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<Guid>("AccountId")
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal>("Amount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<Guid?>("CategoryId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("CheckNumber")
+                        .HasMaxLength(20)
+                        .HasColumnType("character varying(20)");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<DateTime>("Date")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("Fingerprint")
+                        .HasMaxLength(64)
+                        .HasColumnType("character varying(64)");
+
+                    b.Property<string>("FitId")
+                        .HasMaxLength(255)
+                        .HasColumnType("character varying(255)");
+
+                    b.Property<Guid?>("ImportBatchId")
+                        .HasColumnType("uuid");
+
+                    b.Property<bool>("IsVoid")
+                        .HasColumnType("boolean");
+
+                    b.Property<string>("Memo")
+                        .HasMaxLength(1000)
+                        .HasColumnType("character varying(1000)");
+
+                    b.Property<Guid?>("PayeeId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("PayeeName")
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<Guid?>("ReconciliationId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("ReferenceNumber")
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.Property<int>("Status")
+                        .HasColumnType("integer");
+
+                    b.Property<Guid?>("TransferTransactionId")
+                        .HasColumnType("uuid");
+
+                    b.Property<int>("Type")
+                        .HasColumnType("integer");
+
+                    b.Property<DateTime>("UpdatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("AccountId");
+
+                    b.HasIndex("CategoryId");
+
+                    b.HasIndex("Date");
+
+                    b.HasIndex("Fingerprint");
+
+                    b.HasIndex("FitId");
+
+                    b.HasIndex("ImportBatchId");
+
+                    b.HasIndex("PayeeId");
+
+                    b.HasIndex("ReconciliationId");
+
+                    b.HasIndex("TransferTransactionId")
+                        .IsUnique();
+
+                    b.ToTable("transactions", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.TransactionSplit", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<decimal>("Amount")
+                        .HasPrecision(18, 2)
+                        .HasColumnType("numeric(18,2)");
+
+                    b.Property<Guid?>("CategoryId")
+                        .HasColumnType("uuid");
+
+                    b.Property<string>("Memo")
+                        .HasMaxLength(500)
+                        .HasColumnType("character varying(500)");
+
+                    b.Property<Guid>("TransactionId")
+                        .HasColumnType("uuid");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("CategoryId");
+
+                    b.HasIndex("TransactionId");
+
+                    b.ToTable("transaction_splits", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.User", b =>
+                {
+                    b.Property<Guid>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("uuid");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("DisplayName")
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.Property<string>("Email")
+                        .IsRequired()
+                        .HasMaxLength(255)
+                        .HasColumnType("character varying(255)");
+
+                    b.Property<DateTime?>("LastLoginAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("PasswordHash")
+                        .IsRequired()
+                        .HasMaxLength(255)
+                        .HasColumnType("character varying(255)");
+
+                    b.Property<string>("RefreshToken")
+                        .HasColumnType("text");
+
+                    b.Property<DateTime?>("RefreshTokenExpiresAt")
+                        .HasColumnType("timestamp with time zone");
+
+                    b.Property<string>("Username")
+                        .IsRequired()
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("Email")
+                        .IsUnique();
+
+                    b.HasIndex("Username")
+                        .IsUnique();
+
+                    b.ToTable("users", (string)null);
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Account", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany("Accounts")
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.AiCategorizationSettings", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithOne("AiCategorizationSettings")
+                        .HasForeignKey("Purrse.Core.Models.AiCategorizationSettings", "UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.AmortizationEntry", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.LoanDetail", "LoanDetail")
+                        .WithMany("AmortizationEntries")
+                        .HasForeignKey("LoanDetailId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("LoanDetail");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.BankSyncSettings", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithOne("BankSyncSettings")
+                        .HasForeignKey("Purrse.Core.Models.BankSyncSettings", "UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Budget", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany()
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.BudgetItem", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Budget", "Budget")
+                        .WithMany("Items")
+                        .HasForeignKey("BudgetId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("Purrse.Core.Models.Category", "Category")
+                        .WithMany("BudgetItems")
+                        .HasForeignKey("CategoryId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Budget");
+
+                    b.Navigation("Category");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Category", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Category", "Parent")
+                        .WithMany("Children")
+                        .HasForeignKey("ParentId")
+                        .OnDelete(DeleteBehavior.Restrict);
+
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany()
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Parent");
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ChatConversation", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany()
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ChatMessage", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.ChatConversation", "Conversation")
+                        .WithMany("Messages")
+                        .HasForeignKey("ConversationId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Conversation");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ImportBatch", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithMany()
+                        .HasForeignKey("AccountId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany()
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Account");
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.InvestmentHolding", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithMany("InvestmentHoldings")
+                        .HasForeignKey("AccountId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("Purrse.Core.Models.Security", "Security")
+                        .WithMany("Holdings")
+                        .HasForeignKey("SecurityId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Account");
+
+                    b.Navigation("Security");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.LinkedAccount", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithMany("LinkedAccounts")
+                        .HasForeignKey("AccountId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.SyncConnection", "SyncConnection")
+                        .WithMany("LinkedAccounts")
+                        .HasForeignKey("SyncConnectionId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Account");
+
+                    b.Navigation("SyncConnection");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.LoanDetail", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithOne("LoanDetail")
+                        .HasForeignKey("Purrse.Core.Models.LoanDetail", "AccountId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Account");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Payee", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Category", "DefaultCategory")
+                        .WithMany()
+                        .HasForeignKey("DefaultCategoryId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany()
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("DefaultCategory");
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.PayeeAlias", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Payee", "Payee")
+                        .WithMany("Aliases")
+                        .HasForeignKey("PayeeId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Payee");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.PluginConfiguration", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.PluginRegistration", "PluginRegistration")
+                        .WithMany("Configurations")
+                        .HasForeignKey("PluginRegistrationId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("PluginRegistration");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Reconciliation", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithMany("Reconciliations")
+                        .HasForeignKey("AccountId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Account");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ScheduledTransaction", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithMany()
+                        .HasForeignKey("AccountId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("Purrse.Core.Models.Category", "Category")
+                        .WithMany()
+                        .HasForeignKey("CategoryId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.Payee", "Payee")
+                        .WithMany()
+                        .HasForeignKey("PayeeId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany()
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Account");
+
+                    b.Navigation("Category");
+
+                    b.Navigation("Payee");
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SecurityPrice", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Security", "Security")
+                        .WithMany("Prices")
+                        .HasForeignKey("SecurityId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Security");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SyncConnection", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.User", "User")
+                        .WithMany("SyncConnections")
+                        .HasForeignKey("UserId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("User");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SyncLog", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.LinkedAccount", "LinkedAccount")
+                        .WithMany()
+                        .HasForeignKey("LinkedAccountId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.SyncConnection", "SyncConnection")
+                        .WithMany("SyncLogs")
+                        .HasForeignKey("SyncConnectionId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("LinkedAccount");
+
+                    b.Navigation("SyncConnection");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Transaction", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Account", "Account")
+                        .WithMany("Transactions")
+                        .HasForeignKey("AccountId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("Purrse.Core.Models.Category", "Category")
+                        .WithMany("Transactions")
+                        .HasForeignKey("CategoryId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.ImportBatch", "ImportBatch")
+                        .WithMany("Transactions")
+                        .HasForeignKey("ImportBatchId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.Payee", "Payee")
+                        .WithMany("Transactions")
+                        .HasForeignKey("PayeeId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.Reconciliation", "Reconciliation")
+                        .WithMany("Transactions")
+                        .HasForeignKey("ReconciliationId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.Transaction", "TransferTransaction")
+                        .WithOne()
+                        .HasForeignKey("Purrse.Core.Models.Transaction", "TransferTransactionId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.Navigation("Account");
+
+                    b.Navigation("Category");
+
+                    b.Navigation("ImportBatch");
+
+                    b.Navigation("Payee");
+
+                    b.Navigation("Reconciliation");
+
+                    b.Navigation("TransferTransaction");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.TransactionSplit", b =>
+                {
+                    b.HasOne("Purrse.Core.Models.Category", "Category")
+                        .WithMany()
+                        .HasForeignKey("CategoryId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("Purrse.Core.Models.Transaction", "Transaction")
+                        .WithMany("Splits")
+                        .HasForeignKey("TransactionId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("Category");
+
+                    b.Navigation("Transaction");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Account", b =>
+                {
+                    b.Navigation("InvestmentHoldings");
+
+                    b.Navigation("LinkedAccounts");
+
+                    b.Navigation("LoanDetail");
+
+                    b.Navigation("Reconciliations");
+
+                    b.Navigation("Transactions");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Budget", b =>
+                {
+                    b.Navigation("Items");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Category", b =>
+                {
+                    b.Navigation("BudgetItems");
+
+                    b.Navigation("Children");
+
+                    b.Navigation("Transactions");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ChatConversation", b =>
+                {
+                    b.Navigation("Messages");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.ImportBatch", b =>
+                {
+                    b.Navigation("Transactions");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.LoanDetail", b =>
+                {
+                    b.Navigation("AmortizationEntries");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Payee", b =>
+                {
+                    b.Navigation("Aliases");
+
+                    b.Navigation("Transactions");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.PluginRegistration", b =>
+                {
+                    b.Navigation("Configurations");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Reconciliation", b =>
+                {
+                    b.Navigation("Transactions");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Security", b =>
+                {
+                    b.Navigation("Holdings");
+
+                    b.Navigation("Prices");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.SyncConnection", b =>
+                {
+                    b.Navigation("LinkedAccounts");
+
+                    b.Navigation("SyncLogs");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.Transaction", b =>
+                {
+                    b.Navigation("Splits");
+                });
+
+            modelBuilder.Entity("Purrse.Core.Models.User", b =>
+                {
+                    b.Navigation("Accounts");
+
+                    b.Navigation("AiCategorizationSettings");
+
+                    b.Navigation("BankSyncSettings");
+
+                    b.Navigation("SyncConnections");
+                });
+#pragma warning restore 612, 618
+        }
+    }
+}
diff --git a/src/Purrse.Data/Migrations/20260213192005_AddChatSettings.cs b/src/Purrse.Data/Migrations/20260213192005_AddChatSettings.cs
new file mode 100644
index 0000000..48a3b3f
--- /dev/null
+++ b/src/Purrse.Data/Migrations/20260213192005_AddChatSettings.cs
@@ -0,0 +1,40 @@
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace Purrse.Data.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddChatSettings : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "ChatBotName",
+                table: "ai_categorization_settings",
+                type: "character varying(100)",
+                maxLength: 100,
+                nullable: true);
+
+            migrationBuilder.AddColumn<int>(
+                name: "ChatContextSize",
+                table: "ai_categorization_settings",
+                type: "integer",
+                nullable: false,
+                defaultValue: 0);
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "ChatBotName",
+                table: "ai_categorization_settings");
+
+            migrationBuilder.DropColumn(
+                name: "ChatContextSize",
+                table: "ai_categorization_settings");
+        }
+    }
+}
diff --git a/src/Purrse.Data/Migrations/PurrseDbContextModelSnapshot.cs b/src/Purrse.Data/Migrations/PurrseDbContextModelSnapshot.cs
index 1b19c2e..ebfed8a 100644
--- a/src/Purrse.Data/Migrations/PurrseDbContextModelSnapshot.cs
+++ b/src/Purrse.Data/Migrations/PurrseDbContextModelSnapshot.cs
@@ -91,6 +91,13 @@ namespace Purrse.Data.Migrations
                         .ValueGeneratedOnAdd()
                         .HasColumnType("uuid");
 
+                    b.Property<string>("ChatBotName")
+                        .HasMaxLength(100)
+                        .HasColumnType("character varying(100)");
+
+                    b.Property<int>("ChatContextSize")
+                        .HasColumnType("integer");
+
                     b.Property<double>("ConfidenceThreshold")
                         .HasColumnType("double precision");