Add AI chat with Ollama tool calling for financial queries
Conversational AI chat that uses Ollama's native tool-calling API to query transactions, spending reports, account balances, dashboard summaries, and update transaction categories through natural language. Includes persistent conversation history, a full-page chat UI with sidebar, and rich inline rendering of tool results (tables, alerts, cards). Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Catherine Renelle
@@ -150,6 +150,7 @@ const navItems = [
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{ title: 'Loans', icon: 'mdi-home-city', route: '/loans' },
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{ title: 'Reports', icon: 'mdi-chart-bar', route: '/reports' },
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{ title: 'Investments', icon: 'mdi-finance', route: '/investments' },
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{ title: 'AI Chat', icon: 'mdi-robot-outline', route: '/chat' },
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{ title: 'Plugins', icon: 'mdi-puzzle', route: '/plugins' },
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{ title: 'Settings', icon: 'mdi-cog', route: '/settings' },
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]
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@@ -17,6 +17,7 @@ const routes = [
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{ path: '/loans/:id?', name: 'loans', component: () => import('@/views/loans/LoansView.vue'), meta: { auth: true }, props: true },
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{ path: '/reports', name: 'reports', component: () => import('@/views/reports/ReportsView.vue'), meta: { auth: true } },
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{ path: '/investments', name: 'investments', component: () => import('@/views/investments/InvestmentsView.vue'), meta: { auth: true } },
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{ path: '/chat', name: 'chat', component: () => import('@/views/chat/ChatView.vue'), meta: { auth: true } },
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{ path: '/plugins', name: 'plugins', component: () => import('@/views/plugins/PluginsView.vue'), meta: { auth: true } },
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{ path: '/settings', name: 'settings', component: () => import('@/views/settings/SettingsView.vue'), meta: { auth: true } },
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]
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@@ -0,0 +1,16 @@
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import api from './api'
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import type { ChatConversation, ChatConversationDetail, SendChatMessageResponse } from '@/types'
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export const chatApi = {
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sendMessage: (data: { conversationId?: string; message: string }) =>
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api.post<SendChatMessageResponse>('/chat/send', data),
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getConversations: () =>
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api.get<ChatConversation[]>('/chat/conversations'),
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getConversation: (id: string) =>
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api.get<ChatConversationDetail>(`/chat/conversations/${id}`),
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deleteConversation: (id: string) =>
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api.delete(`/chat/conversations/${id}`),
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}
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@@ -528,6 +528,36 @@ export interface ClassifyUncategorizedResult {
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skipped: number
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}
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// AI Chat
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export interface ChatConversation {
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id: string
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title: string | null
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createdAt: string
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updatedAt: string
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}
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export interface ChatMessage {
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id: string
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role: 'user' | 'assistant' | 'tool'
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content: string
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toolResultType: string | null
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toolResultJson: string | null
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createdAt: string
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}
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export interface ChatConversationDetail {
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id: string
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title: string | null
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messages: ChatMessage[]
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createdAt: string
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updatedAt: string
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}
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export interface SendChatMessageResponse {
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conversationId: string
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assistantMessage: ChatMessage
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}
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// Split form helper
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export interface SplitFormItem {
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categoryId: string | null
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@@ -0,0 +1,31 @@
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<template>
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<div v-if="parsed" class="mb-2">
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<!-- Multiple results -->
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<template v-if="Array.isArray(parsed)">
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<div v-for="(item, idx) in parsed" :key="idx">
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<ChatToolResultItem :type="item.type" :data="item.data" />
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</div>
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</template>
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<!-- Single result -->
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<template v-else>
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<ChatToolResultItem :type="parsed.type" :data="parsed.data" />
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</template>
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</div>
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</template>
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<script setup lang="ts">
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import { computed } from 'vue'
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import ChatToolResultItem from './ChatToolResultItem.vue'
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const props = defineProps<{
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toolResultJson: string
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}>()
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const parsed = computed(() => {
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try {
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return JSON.parse(props.toolResultJson)
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} catch {
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return null
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}
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})
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</script>
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@@ -0,0 +1,139 @@
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<template>
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<!-- Transactions -->
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<div v-if="type === 'transactions' && data?.items">
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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>Date</th>
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<th>Payee</th>
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<th class="text-right">Amount</th>
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<th>Category</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.items.slice(0, 15)" :key="txn.id">
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<td class="text-no-wrap">{{ formatDate(txn.date) }}</td>
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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.categoryName || 'Uncategorized' }}</td>
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</tr>
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</tbody>
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</v-table>
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<div v-if="data.totalCount > 15" class="text-caption text-medium-emphasis ml-2">
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Showing 15 of {{ data.totalCount }} transactions
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</div>
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</div>
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<!-- Spending Report -->
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<div v-else-if="type === 'spending_report'">
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<div class="text-subtitle-2 mb-1">
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Total Spending: {{ formatCurrency(data.totalSpending) }}
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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">Amount</th>
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<th class="text-right">%</th>
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</tr>
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</thead>
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<tbody>
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<tr v-for="cat in data.categories?.slice(0, 15)" :key="cat.categoryName">
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<td>{{ cat.categoryName }}</td>
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<td class="text-right">{{ formatCurrency(cat.amount) }}</td>
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<td class="text-right">{{ cat.percentage.toFixed(1) }}%</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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<!-- Income vs Expense -->
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<div v-else-if="type === 'income_expense'">
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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>Month</th>
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<th class="text-right">Income</th>
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<th class="text-right">Expenses</th>
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<th class="text-right">Net</th>
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</tr>
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</thead>
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<tbody>
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<tr v-for="month in data.months" :key="`${month.year}-${month.month}`">
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<td>{{ month.year }}-{{ String(month.month).padStart(2, '0') }}</td>
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<td class="text-right text-success">{{ formatCurrency(month.income) }}</td>
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<td class="text-right text-error">{{ formatCurrency(month.expenses) }}</td>
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<td class="text-right" :class="month.net >= 0 ? 'text-success' : 'text-error'">
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{{ formatCurrency(month.net) }}
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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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<!-- Accounts -->
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<div v-else-if="type === 'accounts' && 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>Account</th>
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<th>Type</th>
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<th class="text-right">Balance</th>
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</tr>
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</thead>
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<tbody>
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<tr v-for="acct in data" :key="acct.id">
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<td>{{ acct.name }}</td>
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<td>{{ acct.type }}</td>
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<td class="text-right" :class="acct.balance >= 0 ? 'text-success' : 'text-error'">
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{{ formatCurrency(acct.balance) }}
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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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<!-- Dashboard -->
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<div v-else-if="type === 'dashboard'">
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<v-card variant="tonal" density="compact" class="mb-2 pa-3">
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<div class="d-flex justify-space-between mb-1">
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<span class="text-caption text-medium-emphasis">Net Worth</span>
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<span class="text-subtitle-2 font-weight-bold">{{ formatCurrency(data.netWorth) }}</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">Assets</span>
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<span class="text-caption text-success">{{ formatCurrency(data.totalAssets) }}</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">Liabilities</span>
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<span class="text-caption text-error">{{ formatCurrency(data.totalLiabilities) }}</span>
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</div>
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</v-card>
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</div>
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<!-- Category Update -->
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<div v-else-if="type === 'category_update'">
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<v-alert type="success" variant="tonal" density="compact" class="mb-2 text-caption">
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Updated "{{ data.payeeName || 'Transaction' }}" ({{ formatDate(data.date) }}, {{ formatCurrency(data.amount) }})
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from "{{ data.oldCategory }}" to "{{ data.newCategory }}"
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</v-alert>
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</div>
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</template>
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<script setup lang="ts">
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defineProps<{
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type: string
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data: any
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}>()
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function formatCurrency(value: number): string {
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return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(value)
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}
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function formatDate(value: string): string {
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if (!value) return ''
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return new Date(value).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' })
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}
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</script>
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@@ -0,0 +1,267 @@
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<template>
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<div class="d-flex" style="height: calc(100vh - 64px); margin: -24px;">
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<!-- Conversation Sidebar -->
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<v-navigation-drawer permanent :width="280" location="left" class="border-e">
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<div class="pa-3">
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<v-btn block color="primary" prepend-icon="mdi-plus" @click="startNewChat">
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New Chat
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</v-btn>
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</div>
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<v-divider />
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<v-list density="compact" nav class="pa-2">
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<v-list-item
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v-for="conv in conversations"
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:key="conv.id"
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:active="conv.id === activeConversationId"
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rounded="lg"
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@click="loadConversation(conv.id)"
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class="mb-1"
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>
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<v-list-item-title class="text-body-2 text-truncate">
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{{ conv.title || 'Untitled' }}
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</v-list-item-title>
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<v-list-item-subtitle class="text-caption">
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{{ formatRelativeDate(conv.updatedAt) }}
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</v-list-item-subtitle>
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<template v-slot:append>
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<v-btn
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icon="mdi-delete-outline"
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size="x-small"
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variant="text"
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@click.stop="deleteConversation(conv.id)"
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/>
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</template>
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</v-list-item>
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<v-list-item v-if="conversations.length === 0" class="text-medium-emphasis text-center">
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<v-list-item-title class="text-caption">No conversations yet</v-list-item-title>
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</v-list-item>
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</v-list>
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</v-navigation-drawer>
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<!-- Chat Area -->
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<div class="d-flex flex-column flex-grow-1" style="min-width: 0;">
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<!-- Messages -->
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<div ref="messagesContainer" class="flex-grow-1 overflow-y-auto pa-4" style="min-height: 0;">
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<!-- Empty state -->
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<div v-if="messages.length === 0 && !loading" class="d-flex flex-column align-center justify-center" style="height: 100%;">
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<v-icon size="64" color="primary" class="mb-4">mdi-robot-outline</v-icon>
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<h2 class="text-h5 mb-2">Purrse AI Chat</h2>
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<p class="text-body-2 text-medium-emphasis mb-6">Ask me about your finances</p>
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<div class="d-flex flex-wrap justify-center ga-2" style="max-width: 600px;">
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<v-chip
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v-for="suggestion in suggestions"
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:key="suggestion"
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variant="tonal"
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@click="sendSuggestion(suggestion)"
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class="cursor-pointer"
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>
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{{ suggestion }}
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</v-chip>
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</div>
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</div>
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<!-- Messages list -->
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<div v-else class="mx-auto" style="max-width: 800px;">
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<div v-for="msg in messages" :key="msg.id" class="mb-4">
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<!-- User message -->
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<div v-if="msg.role === 'user'" class="d-flex justify-end">
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<v-card color="primary" variant="flat" class="pa-3 rounded-lg" max-width="85%">
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<div class="text-body-2" style="white-space: pre-wrap;">{{ msg.content }}</div>
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</v-card>
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</div>
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<!-- Assistant message -->
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<div v-else-if="msg.role === 'assistant'" class="d-flex justify-start">
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<div style="max-width: 85%;">
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<ChatToolResult
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v-if="msg.toolResultJson"
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:tool-result-json="msg.toolResultJson"
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/>
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<v-card variant="tonal" class="pa-3 rounded-lg">
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<div class="text-body-2" style="white-space: pre-wrap;">{{ msg.content }}</div>
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</v-card>
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</div>
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</div>
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</div>
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<!-- Typing indicator -->
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<div v-if="loading" class="d-flex justify-start mb-4">
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<v-card variant="tonal" class="pa-3 rounded-lg">
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<div class="d-flex align-center ga-2">
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<v-progress-circular indeterminate size="16" width="2" />
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<span class="text-body-2 text-medium-emphasis">Thinking...</span>
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</div>
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</v-card>
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</div>
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</div>
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</div>
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<!-- Input Area -->
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<div class="pa-4 border-t">
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<div class="mx-auto" style="max-width: 800px;">
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<v-textarea
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v-model="inputMessage"
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placeholder="Ask about your finances..."
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variant="outlined"
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density="comfortable"
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rows="1"
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max-rows="4"
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auto-grow
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hide-details
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:disabled="loading"
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@keydown.enter.exact.prevent="sendMessage"
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>
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<template v-slot:append-inner>
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<v-btn
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icon="mdi-send"
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size="small"
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variant="flat"
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color="primary"
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:disabled="!inputMessage.trim() || loading"
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@click="sendMessage"
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/>
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</template>
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</v-textarea>
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</div>
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</div>
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</div>
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</div>
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</template>
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<script setup lang="ts">
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import { ref, onMounted, nextTick } from 'vue'
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import { chatApi } from '@/services/chat'
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import ChatToolResult from './ChatToolResult.vue'
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import type { ChatConversation, ChatMessage } from '@/types'
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const conversations = ref<ChatConversation[]>([])
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const messages = ref<ChatMessage[]>([])
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const activeConversationId = ref<string | null>(null)
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const inputMessage = ref('')
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const loading = ref(false)
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const messagesContainer = ref<HTMLElement | null>(null)
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const suggestions = [
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'What are my account balances?',
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'Show my spending this month',
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'What did I spend on groceries?',
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'Income vs expenses last 6 months',
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'Show my dashboard summary',
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]
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|
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onMounted(async () => {
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await loadConversations()
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})
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async function loadConversations() {
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try {
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const { data } = await chatApi.getConversations()
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conversations.value = data
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} catch (err) {
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console.error('Failed to load conversations', err)
|
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}
|
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}
|
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async function loadConversation(id: string) {
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try {
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activeConversationId.value = id
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const { data } = await chatApi.getConversation(id)
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messages.value = data.messages
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await scrollToBottom()
|
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} catch (err) {
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console.error('Failed to load conversation', err)
|
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}
|
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}
|
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|
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function startNewChat() {
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activeConversationId.value = null
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messages.value = []
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inputMessage.value = ''
|
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}
|
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async function sendSuggestion(text: string) {
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inputMessage.value = text
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await sendMessage()
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}
|
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|
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async function sendMessage() {
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const text = inputMessage.value.trim()
|
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if (!text || loading.value) return
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||||
|
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// Add user message optimistically
|
||||
const userMsg: ChatMessage = {
|
||||
id: crypto.randomUUID(),
|
||||
role: 'user',
|
||||
content: text,
|
||||
toolResultType: null,
|
||||
toolResultJson: null,
|
||||
createdAt: new Date().toISOString(),
|
||||
}
|
||||
messages.value.push(userMsg)
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inputMessage.value = ''
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||||
loading.value = true
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||||
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||||
await scrollToBottom()
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||||
|
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try {
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const { data } = await chatApi.sendMessage({
|
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conversationId: activeConversationId.value ?? undefined,
|
||||
message: text,
|
||||
})
|
||||
|
||||
// Update conversation ID for new conversations
|
||||
if (!activeConversationId.value) {
|
||||
activeConversationId.value = data.conversationId
|
||||
await loadConversations()
|
||||
}
|
||||
|
||||
// Add assistant message
|
||||
messages.value.push(data.assistantMessage)
|
||||
} catch (err: any) {
|
||||
messages.value.push({
|
||||
id: crypto.randomUUID(),
|
||||
role: 'assistant',
|
||||
content: err.response?.data?.message || 'Sorry, something went wrong. Please check that Ollama is running and try again.',
|
||||
toolResultType: null,
|
||||
toolResultJson: null,
|
||||
createdAt: new Date().toISOString(),
|
||||
})
|
||||
} finally {
|
||||
loading.value = false
|
||||
await scrollToBottom()
|
||||
}
|
||||
}
|
||||
|
||||
async function deleteConversation(id: string) {
|
||||
try {
|
||||
await chatApi.deleteConversation(id)
|
||||
conversations.value = conversations.value.filter(c => c.id !== id)
|
||||
if (activeConversationId.value === id) {
|
||||
startNewChat()
|
||||
}
|
||||
} catch (err) {
|
||||
console.error('Failed to delete conversation', err)
|
||||
}
|
||||
}
|
||||
|
||||
async function scrollToBottom() {
|
||||
await nextTick()
|
||||
if (messagesContainer.value) {
|
||||
messagesContainer.value.scrollTop = messagesContainer.value.scrollHeight
|
||||
}
|
||||
}
|
||||
|
||||
function formatRelativeDate(dateStr: string): string {
|
||||
const date = new Date(dateStr)
|
||||
const now = new Date()
|
||||
const diffMs = now.getTime() - date.getTime()
|
||||
const diffMins = Math.floor(diffMs / 60000)
|
||||
const diffHours = Math.floor(diffMs / 3600000)
|
||||
const diffDays = Math.floor(diffMs / 86400000)
|
||||
|
||||
if (diffMins < 1) return 'Just now'
|
||||
if (diffMins < 60) return `${diffMins}m ago`
|
||||
if (diffHours < 24) return `${diffHours}h ago`
|
||||
if (diffDays < 7) return `${diffDays}d ago`
|
||||
return date.toLocaleDateString()
|
||||
}
|
||||
</script>
|
||||
@@ -0,0 +1,40 @@
|
||||
using Microsoft.AspNetCore.Authorization;
|
||||
using Microsoft.AspNetCore.Mvc;
|
||||
using Purrse.Core.DTOs;
|
||||
using Purrse.Core.Interfaces.Services;
|
||||
using System.Security.Claims;
|
||||
|
||||
namespace Purrse.Api.Controllers;
|
||||
|
||||
[Authorize]
|
||||
[ApiController]
|
||||
[Route("api/[controller]")]
|
||||
public class ChatController : ControllerBase
|
||||
{
|
||||
private readonly IChatService _chatService;
|
||||
private Guid UserId => Guid.Parse(User.FindFirstValue(ClaimTypes.NameIdentifier)!);
|
||||
|
||||
public ChatController(IChatService chatService) => _chatService = chatService;
|
||||
|
||||
[HttpPost("send")]
|
||||
public async Task<ActionResult<SendChatMessageResponse>> SendMessage(SendChatMessageRequest request)
|
||||
=> Ok(await _chatService.SendMessageAsync(UserId, request));
|
||||
|
||||
[HttpGet("conversations")]
|
||||
public async Task<ActionResult<List<ChatConversationResponse>>> GetConversations()
|
||||
=> Ok(await _chatService.GetConversationsAsync(UserId));
|
||||
|
||||
[HttpGet("conversations/{id}")]
|
||||
public async Task<ActionResult<ChatConversationDetailResponse>> GetConversation(Guid id)
|
||||
{
|
||||
var conversation = await _chatService.GetConversationAsync(UserId, id);
|
||||
return conversation == null ? NotFound() : Ok(conversation);
|
||||
}
|
||||
|
||||
[HttpDelete("conversations/{id}")]
|
||||
public async Task<ActionResult> DeleteConversation(Guid id)
|
||||
{
|
||||
await _chatService.DeleteConversationAsync(UserId, id);
|
||||
return NoContent();
|
||||
}
|
||||
}
|
||||
@@ -80,6 +80,7 @@ builder.Services.AddScoped<IDuplicateDetectionService, DuplicateDetectionService
|
||||
builder.Services.AddScoped<IEncryptionService, EncryptionService>();
|
||||
builder.Services.AddScoped<IAiCategorizationService, AiCategorizationService>();
|
||||
builder.Services.AddScoped<IBankSyncService, BankSyncService>();
|
||||
builder.Services.AddScoped<IChatService, ChatService>();
|
||||
builder.Services.AddHttpClient("Ollama");
|
||||
|
||||
// Built-in file parsers
|
||||
|
||||
@@ -0,0 +1,756 @@
|
||||
using System.Text;
|
||||
using System.Text.Json;
|
||||
using Microsoft.EntityFrameworkCore;
|
||||
using Purrse.Core.DTOs;
|
||||
using Purrse.Core.Interfaces.Services;
|
||||
using Purrse.Core.Models;
|
||||
using Purrse.Data;
|
||||
|
||||
namespace Purrse.Api.Services;
|
||||
|
||||
public class ChatService : IChatService
|
||||
{
|
||||
private readonly PurrseDbContext _db;
|
||||
private readonly IHttpClientFactory _httpClientFactory;
|
||||
private readonly ITransactionService _transactionService;
|
||||
private readonly ICategoryService _categoryService;
|
||||
private readonly IAccountService _accountService;
|
||||
private readonly IReportService _reportService;
|
||||
private readonly IDashboardService _dashboardService;
|
||||
private readonly ILogger<ChatService> _logger;
|
||||
|
||||
private static readonly JsonSerializerOptions OllamaJsonOptions = new()
|
||||
{
|
||||
PropertyNamingPolicy = JsonNamingPolicy.SnakeCaseLower,
|
||||
DefaultIgnoreCondition = System.Text.Json.Serialization.JsonIgnoreCondition.WhenWritingNull
|
||||
};
|
||||
|
||||
private static readonly JsonSerializerOptions CamelCaseOptions = new()
|
||||
{
|
||||
PropertyNamingPolicy = JsonNamingPolicy.CamelCase
|
||||
};
|
||||
|
||||
private const string SystemPromptTemplate =
|
||||
"""
|
||||
You are a helpful personal finance assistant for Purrse.
|
||||
You can search transactions, view spending reports, check account balances, and update transaction categories.
|
||||
When the user asks about their finances, use the available tools to look up real data.
|
||||
Always present financial amounts formatted as currency.
|
||||
When showing transactions, include the date, payee, amount, and category.
|
||||
Today's date is {0}.
|
||||
""";
|
||||
|
||||
public ChatService(
|
||||
PurrseDbContext db,
|
||||
IHttpClientFactory httpClientFactory,
|
||||
ITransactionService transactionService,
|
||||
ICategoryService categoryService,
|
||||
IAccountService accountService,
|
||||
IReportService reportService,
|
||||
IDashboardService dashboardService,
|
||||
ILogger<ChatService> logger)
|
||||
{
|
||||
_db = db;
|
||||
_httpClientFactory = httpClientFactory;
|
||||
_transactionService = transactionService;
|
||||
_categoryService = categoryService;
|
||||
_accountService = accountService;
|
||||
_reportService = reportService;
|
||||
_dashboardService = dashboardService;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
public async Task<SendChatMessageResponse> SendMessageAsync(Guid userId, SendChatMessageRequest request)
|
||||
{
|
||||
// Get or create conversation
|
||||
ChatConversation conversation;
|
||||
if (request.ConversationId.HasValue)
|
||||
{
|
||||
conversation = await _db.ChatConversations
|
||||
.Include(c => c.Messages.OrderBy(m => m.CreatedAt))
|
||||
.FirstOrDefaultAsync(c => c.Id == request.ConversationId.Value && c.UserId == userId)
|
||||
?? throw new KeyNotFoundException("Conversation not found");
|
||||
}
|
||||
else
|
||||
{
|
||||
conversation = new ChatConversation
|
||||
{
|
||||
Id = Guid.NewGuid(),
|
||||
UserId = userId,
|
||||
Title = request.Message.Length > 50 ? request.Message[..50] + "..." : request.Message,
|
||||
CreatedAt = DateTime.UtcNow,
|
||||
UpdatedAt = DateTime.UtcNow
|
||||
};
|
||||
_db.ChatConversations.Add(conversation);
|
||||
await _db.SaveChangesAsync();
|
||||
|
||||
// Reload with empty messages collection
|
||||
conversation.Messages = new List<ChatMessage>();
|
||||
}
|
||||
|
||||
// Load AI settings
|
||||
var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
|
||||
var ollamaUrl = settings?.OllamaUrl ?? "http://localhost:11434";
|
||||
var modelName = settings?.ModelName ?? "llama3.1:8b";
|
||||
|
||||
// Save user message
|
||||
var userMessage = new ChatMessage
|
||||
{
|
||||
Id = Guid.NewGuid(),
|
||||
ConversationId = conversation.Id,
|
||||
Role = "user",
|
||||
Content = request.Message,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
_db.ChatMessages.Add(userMessage);
|
||||
await _db.SaveChangesAsync();
|
||||
|
||||
// Build Ollama message list
|
||||
var ollamaMessages = new List<OllamaToolMessage>();
|
||||
|
||||
// System prompt
|
||||
ollamaMessages.Add(new OllamaToolMessage
|
||||
{
|
||||
Role = "system",
|
||||
Content = string.Format(SystemPromptTemplate, DateTime.UtcNow.ToString("yyyy-MM-dd"))
|
||||
});
|
||||
|
||||
// Last 20 conversation messages
|
||||
var recentMessages = conversation.Messages
|
||||
.OrderBy(m => m.CreatedAt)
|
||||
.TakeLast(20)
|
||||
.ToList();
|
||||
|
||||
foreach (var msg in recentMessages)
|
||||
{
|
||||
var ollamaMsg = new OllamaToolMessage { Role = msg.Role, Content = msg.Content };
|
||||
if (msg.ToolCallsJson != null)
|
||||
{
|
||||
ollamaMsg.ToolCalls = JsonSerializer.Deserialize<List<OllamaToolCall>>(msg.ToolCallsJson, OllamaJsonOptions);
|
||||
}
|
||||
ollamaMessages.Add(ollamaMsg);
|
||||
}
|
||||
|
||||
// Add current user message
|
||||
ollamaMessages.Add(new OllamaToolMessage { Role = "user", Content = request.Message });
|
||||
|
||||
// Build tool definitions
|
||||
var tools = BuildToolDefinitions();
|
||||
|
||||
// Collect tool results from this turn
|
||||
var toolResults = new List<(string type, string json)>();
|
||||
|
||||
// Tool-call loop (max 5 iterations)
|
||||
ChatMessage? assistantDbMessage = null;
|
||||
for (int i = 0; i < 5; i++)
|
||||
{
|
||||
var ollamaRequest = new OllamaToolChatRequest
|
||||
{
|
||||
Model = modelName,
|
||||
Messages = ollamaMessages,
|
||||
Stream = false,
|
||||
Tools = tools
|
||||
};
|
||||
|
||||
var response = await CallOllamaAsync(ollamaUrl, ollamaRequest);
|
||||
|
||||
if (response?.Message?.ToolCalls != null && response.Message.ToolCalls.Count > 0)
|
||||
{
|
||||
// Save assistant message with tool calls
|
||||
var assistantToolMsg = new ChatMessage
|
||||
{
|
||||
Id = Guid.NewGuid(),
|
||||
ConversationId = conversation.Id,
|
||||
Role = "assistant",
|
||||
Content = response.Message.Content ?? string.Empty,
|
||||
ToolCallsJson = JsonSerializer.Serialize(response.Message.ToolCalls, OllamaJsonOptions),
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
_db.ChatMessages.Add(assistantToolMsg);
|
||||
|
||||
// Add assistant message to Ollama context
|
||||
ollamaMessages.Add(new OllamaToolMessage
|
||||
{
|
||||
Role = "assistant",
|
||||
Content = response.Message.Content ?? string.Empty,
|
||||
ToolCalls = response.Message.ToolCalls
|
||||
});
|
||||
|
||||
// Execute each tool call
|
||||
foreach (var toolCall in response.Message.ToolCalls)
|
||||
{
|
||||
var (toolResultType, data, summaryForLlm) = await ExecuteToolAsync(userId, toolCall);
|
||||
|
||||
var toolResultJsonObj = JsonSerializer.Serialize(new { type = toolResultType, data }, CamelCaseOptions);
|
||||
toolResults.Add((toolResultType, toolResultJsonObj));
|
||||
|
||||
// Save tool message
|
||||
var toolMsg = new ChatMessage
|
||||
{
|
||||
Id = Guid.NewGuid(),
|
||||
ConversationId = conversation.Id,
|
||||
Role = "tool",
|
||||
Content = summaryForLlm,
|
||||
ToolResultJson = toolResultJsonObj,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
_db.ChatMessages.Add(toolMsg);
|
||||
|
||||
// Add tool result to Ollama context
|
||||
ollamaMessages.Add(new OllamaToolMessage
|
||||
{
|
||||
Role = "tool",
|
||||
Content = summaryForLlm
|
||||
});
|
||||
}
|
||||
|
||||
await _db.SaveChangesAsync();
|
||||
}
|
||||
else
|
||||
{
|
||||
// No tool calls - save final assistant message
|
||||
var content = response?.Message?.Content ?? "I'm sorry, I couldn't process that request.";
|
||||
assistantDbMessage = new ChatMessage
|
||||
{
|
||||
Id = Guid.NewGuid(),
|
||||
ConversationId = conversation.Id,
|
||||
Role = "assistant",
|
||||
Content = content,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
|
||||
// Aggregate tool results onto the final assistant message
|
||||
if (toolResults.Count > 0)
|
||||
{
|
||||
assistantDbMessage.ToolResultJson = toolResults.Count == 1
|
||||
? toolResults[0].json
|
||||
: JsonSerializer.Serialize(toolResults.Select(r => JsonSerializer.Deserialize<object>(r.json)).ToList(), CamelCaseOptions);
|
||||
}
|
||||
|
||||
_db.ChatMessages.Add(assistantDbMessage);
|
||||
await _db.SaveChangesAsync();
|
||||
break;
|
||||
}
|
||||
}
|
||||
|
||||
// If we exhausted the loop without a final message, create one
|
||||
if (assistantDbMessage == null)
|
||||
{
|
||||
assistantDbMessage = new ChatMessage
|
||||
{
|
||||
Id = Guid.NewGuid(),
|
||||
ConversationId = conversation.Id,
|
||||
Role = "assistant",
|
||||
Content = "I've gathered the information. Let me know if you need anything else.",
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
if (toolResults.Count > 0)
|
||||
{
|
||||
assistantDbMessage.ToolResultJson = toolResults.Count == 1
|
||||
? toolResults[0].json
|
||||
: JsonSerializer.Serialize(toolResults.Select(r => JsonSerializer.Deserialize<object>(r.json)).ToList(), CamelCaseOptions);
|
||||
}
|
||||
_db.ChatMessages.Add(assistantDbMessage);
|
||||
await _db.SaveChangesAsync();
|
||||
}
|
||||
|
||||
// Update conversation timestamp
|
||||
conversation.UpdatedAt = DateTime.UtcNow;
|
||||
await _db.SaveChangesAsync();
|
||||
|
||||
// Determine tool result type for the response
|
||||
string? resultType = null;
|
||||
string? resultJson = null;
|
||||
if (toolResults.Count > 0)
|
||||
{
|
||||
resultType = toolResults.Count == 1 ? toolResults[0].type : "multiple";
|
||||
resultJson = assistantDbMessage.ToolResultJson;
|
||||
}
|
||||
|
||||
return new SendChatMessageResponse(
|
||||
conversation.Id,
|
||||
new ChatMessageResponse(
|
||||
assistantDbMessage.Id,
|
||||
assistantDbMessage.Role,
|
||||
assistantDbMessage.Content,
|
||||
resultType,
|
||||
resultJson,
|
||||
assistantDbMessage.CreatedAt
|
||||
)
|
||||
);
|
||||
}
|
||||
|
||||
public async Task<List<ChatConversationResponse>> GetConversationsAsync(Guid userId)
|
||||
{
|
||||
return await _db.ChatConversations
|
||||
.Where(c => c.UserId == userId)
|
||||
.OrderByDescending(c => c.UpdatedAt)
|
||||
.Select(c => new ChatConversationResponse(c.Id, c.Title, c.CreatedAt, c.UpdatedAt))
|
||||
.ToListAsync();
|
||||
}
|
||||
|
||||
public async Task<ChatConversationDetailResponse?> GetConversationAsync(Guid userId, Guid conversationId)
|
||||
{
|
||||
var conversation = await _db.ChatConversations
|
||||
.Include(c => c.Messages.OrderBy(m => m.CreatedAt))
|
||||
.FirstOrDefaultAsync(c => c.Id == conversationId && c.UserId == userId);
|
||||
|
||||
if (conversation == null) return null;
|
||||
|
||||
// Return only user and assistant messages
|
||||
// Aggregate tool results from preceding tool messages onto assistant messages
|
||||
var messages = new List<ChatMessageResponse>();
|
||||
var pendingToolResults = new List<(string type, string json)>();
|
||||
|
||||
foreach (var msg in conversation.Messages.OrderBy(m => m.CreatedAt))
|
||||
{
|
||||
if (msg.Role == "tool")
|
||||
{
|
||||
if (msg.ToolResultJson != null)
|
||||
{
|
||||
try
|
||||
{
|
||||
var parsed = JsonSerializer.Deserialize<JsonElement>(msg.ToolResultJson);
|
||||
var type = parsed.TryGetProperty("type", out var t) ? t.GetString() ?? "unknown" : "unknown";
|
||||
pendingToolResults.Add((type, msg.ToolResultJson));
|
||||
}
|
||||
catch
|
||||
{
|
||||
pendingToolResults.Add(("unknown", msg.ToolResultJson));
|
||||
}
|
||||
}
|
||||
continue;
|
||||
}
|
||||
|
||||
if (msg.Role == "assistant" && msg.ToolCallsJson != null && msg.Content == string.Empty)
|
||||
{
|
||||
// Skip intermediate assistant messages that only contain tool calls
|
||||
continue;
|
||||
}
|
||||
|
||||
string? toolResultType = null;
|
||||
string? toolResultJson = null;
|
||||
|
||||
if (msg.Role == "assistant" && pendingToolResults.Count > 0)
|
||||
{
|
||||
toolResultType = pendingToolResults.Count == 1 ? pendingToolResults[0].type : "multiple";
|
||||
toolResultJson = pendingToolResults.Count == 1
|
||||
? pendingToolResults[0].json
|
||||
: JsonSerializer.Serialize(pendingToolResults.Select(r => JsonSerializer.Deserialize<object>(r.json)).ToList(), CamelCaseOptions);
|
||||
pendingToolResults.Clear();
|
||||
}
|
||||
else if (msg.Role == "assistant" && msg.ToolResultJson != null)
|
||||
{
|
||||
// Use stored tool result if present
|
||||
try
|
||||
{
|
||||
var parsed = JsonSerializer.Deserialize<JsonElement>(msg.ToolResultJson);
|
||||
if (parsed.ValueKind == JsonValueKind.Array)
|
||||
{
|
||||
toolResultType = "multiple";
|
||||
}
|
||||
else
|
||||
{
|
||||
toolResultType = parsed.TryGetProperty("type", out var t) ? t.GetString() : "unknown";
|
||||
}
|
||||
toolResultJson = msg.ToolResultJson;
|
||||
}
|
||||
catch
|
||||
{
|
||||
toolResultJson = msg.ToolResultJson;
|
||||
}
|
||||
}
|
||||
|
||||
messages.Add(new ChatMessageResponse(
|
||||
msg.Id,
|
||||
msg.Role,
|
||||
msg.Content,
|
||||
toolResultType,
|
||||
toolResultJson,
|
||||
msg.CreatedAt
|
||||
));
|
||||
}
|
||||
|
||||
return new ChatConversationDetailResponse(
|
||||
conversation.Id,
|
||||
conversation.Title,
|
||||
messages,
|
||||
conversation.CreatedAt,
|
||||
conversation.UpdatedAt
|
||||
);
|
||||
}
|
||||
|
||||
public async Task DeleteConversationAsync(Guid userId, Guid conversationId)
|
||||
{
|
||||
var conversation = await _db.ChatConversations
|
||||
.FirstOrDefaultAsync(c => c.Id == conversationId && c.UserId == userId)
|
||||
?? throw new KeyNotFoundException("Conversation not found");
|
||||
|
||||
_db.ChatConversations.Remove(conversation);
|
||||
await _db.SaveChangesAsync();
|
||||
}
|
||||
|
||||
private async Task<OllamaToolChatResponse?> CallOllamaAsync(string ollamaUrl, OllamaToolChatRequest request)
|
||||
{
|
||||
var client = _httpClientFactory.CreateClient("Ollama");
|
||||
client.Timeout = TimeSpan.FromMinutes(3);
|
||||
|
||||
var json = JsonSerializer.Serialize(request, OllamaJsonOptions);
|
||||
var content = new StringContent(json, Encoding.UTF8, "application/json");
|
||||
|
||||
_logger.LogDebug("Sending chat request to Ollama: {Url}", $"{ollamaUrl}/api/chat");
|
||||
|
||||
var response = await client.PostAsync($"{ollamaUrl}/api/chat", content);
|
||||
response.EnsureSuccessStatusCode();
|
||||
|
||||
var responseBody = await response.Content.ReadAsStringAsync();
|
||||
return JsonSerializer.Deserialize<OllamaToolChatResponse>(responseBody, OllamaJsonOptions);
|
||||
}
|
||||
|
||||
private async Task<(string toolResultType, object data, string summaryForLlm)> ExecuteToolAsync(Guid userId, OllamaToolCall toolCall)
|
||||
{
|
||||
var name = toolCall.Function.Name;
|
||||
var args = toolCall.Function.Arguments;
|
||||
|
||||
_logger.LogInformation("Executing tool: {ToolName} with args: {Args}", name, JsonSerializer.Serialize(args));
|
||||
|
||||
try
|
||||
{
|
||||
return name switch
|
||||
{
|
||||
"search_transactions" => await ExecuteSearchTransactionsAsync(userId, args),
|
||||
"get_spending_by_category" => await ExecuteGetSpendingByCategoryAsync(userId, args),
|
||||
"get_income_vs_expense" => await ExecuteGetIncomeVsExpenseAsync(userId, args),
|
||||
"get_account_balances" => await ExecuteGetAccountBalancesAsync(userId, args),
|
||||
"get_dashboard_summary" => await ExecuteGetDashboardSummaryAsync(userId),
|
||||
"update_transaction_category" => await ExecuteUpdateTransactionCategoryAsync(userId, args),
|
||||
_ => ("error", new { error = $"Unknown tool: {name}" }, $"Error: Unknown tool '{name}'")
|
||||
};
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogWarning(ex, "Tool execution failed: {ToolName}", name);
|
||||
return ("error", new { error = ex.Message }, $"Error executing {name}: {ex.Message}");
|
||||
}
|
||||
}
|
||||
|
||||
private async Task<(string, object, string)> ExecuteSearchTransactionsAsync(Guid userId, Dictionary<string, object> args)
|
||||
{
|
||||
Guid? categoryId = null;
|
||||
var categoryName = ParseStringArg(args, "category_name");
|
||||
if (categoryName != null)
|
||||
{
|
||||
var categories = await _categoryService.GetAllAsync(userId);
|
||||
var match = categories.FirstOrDefault(c => c.Name.Equals(categoryName, StringComparison.OrdinalIgnoreCase));
|
||||
if (match != null) categoryId = match.Id;
|
||||
}
|
||||
|
||||
var searchRequest = new TransactionSearchRequest(
|
||||
AccountId: null,
|
||||
StartDate: ParseDateArg(args, "start_date"),
|
||||
EndDate: ParseDateArg(args, "end_date"),
|
||||
MinAmount: ParseDecimalArg(args, "min_amount"),
|
||||
MaxAmount: ParseDecimalArg(args, "max_amount"),
|
||||
PayeeName: ParseStringArg(args, "payee_name"),
|
||||
CategoryId: categoryId,
|
||||
Status: null,
|
||||
SearchText: ParseStringArg(args, "search_text"),
|
||||
Page: 1,
|
||||
PageSize: Math.Min(ParseIntArg(args, "page_size") ?? 25, 25)
|
||||
);
|
||||
|
||||
var result = await _transactionService.SearchAsync(userId, searchRequest);
|
||||
|
||||
var summary = new StringBuilder();
|
||||
summary.AppendLine($"Found {result.TotalCount} transaction(s).");
|
||||
foreach (var txn in result.Items.Take(25))
|
||||
{
|
||||
summary.AppendLine($"- {txn.Date:yyyy-MM-dd} | {txn.PayeeName ?? "Unknown"} | {txn.Amount:C} | {txn.CategoryName ?? "Uncategorized"} (ID: {txn.Id})");
|
||||
}
|
||||
|
||||
return ("transactions", result, summary.ToString());
|
||||
}
|
||||
|
||||
private async Task<(string, object, string)> ExecuteGetSpendingByCategoryAsync(Guid userId, Dictionary<string, object> args)
|
||||
{
|
||||
var startDate = ParseDateArg(args, "start_date") ?? new DateTime(DateTime.UtcNow.Year, DateTime.UtcNow.Month, 1);
|
||||
var endDate = ParseDateArg(args, "end_date") ?? DateTime.UtcNow;
|
||||
|
||||
var report = await _reportService.GetSpendingByCategoryAsync(userId, startDate, endDate);
|
||||
|
||||
var summary = new StringBuilder();
|
||||
summary.AppendLine($"Spending from {startDate:yyyy-MM-dd} to {endDate:yyyy-MM-dd}: Total {report.TotalSpending:C}");
|
||||
foreach (var cat in report.Categories.Take(15))
|
||||
{
|
||||
summary.AppendLine($"- {cat.CategoryName}: {cat.Amount:C} ({cat.Percentage:F1}%)");
|
||||
}
|
||||
|
||||
return ("spending_report", report, summary.ToString());
|
||||
}
|
||||
|
||||
private async Task<(string, object, string)> ExecuteGetIncomeVsExpenseAsync(Guid userId, Dictionary<string, object> args)
|
||||
{
|
||||
var startDate = ParseDateArg(args, "start_date") ?? DateTime.UtcNow.AddMonths(-6);
|
||||
var endDate = ParseDateArg(args, "end_date") ?? DateTime.UtcNow;
|
||||
|
||||
var report = await _reportService.GetIncomeVsExpenseAsync(userId, startDate, endDate);
|
||||
|
||||
var summary = new StringBuilder();
|
||||
summary.AppendLine($"Income vs Expenses from {startDate:yyyy-MM-dd} to {endDate:yyyy-MM-dd}:");
|
||||
foreach (var month in report.Months)
|
||||
{
|
||||
summary.AppendLine($"- {month.Year}-{month.Month:D2}: Income {month.Income:C}, Expenses {month.Expenses:C}, Net {month.Net:C}");
|
||||
}
|
||||
|
||||
return ("income_expense", report, summary.ToString());
|
||||
}
|
||||
|
||||
private async Task<(string, object, string)> ExecuteGetAccountBalancesAsync(Guid userId, Dictionary<string, object> args)
|
||||
{
|
||||
var accounts = await _accountService.GetAllAsync(userId);
|
||||
|
||||
var summary = new StringBuilder();
|
||||
summary.AppendLine($"You have {accounts.Count} account(s):");
|
||||
foreach (var acct in accounts)
|
||||
{
|
||||
summary.AppendLine($"- {acct.Name} ({acct.Type}): {acct.Balance:C}");
|
||||
}
|
||||
|
||||
return ("accounts", accounts, summary.ToString());
|
||||
}
|
||||
|
||||
private async Task<(string, object, string)> ExecuteGetDashboardSummaryAsync(Guid userId)
|
||||
{
|
||||
var dashboard = await _dashboardService.GetDashboardAsync(userId);
|
||||
|
||||
var summary = new StringBuilder();
|
||||
summary.AppendLine($"Net Worth: {dashboard.NetWorth:C} (Assets: {dashboard.TotalAssets:C}, Liabilities: {dashboard.TotalLiabilities:C})");
|
||||
summary.AppendLine($"Spending this month: {dashboard.SpendingSummary.ThisMonth:C} (last month: {dashboard.SpendingSummary.LastMonth:C})");
|
||||
if (dashboard.UpcomingBills.Count > 0)
|
||||
{
|
||||
summary.AppendLine("Upcoming bills:");
|
||||
foreach (var bill in dashboard.UpcomingBills.Take(5))
|
||||
{
|
||||
summary.AppendLine($"- {bill.PayeeName}: {bill.Amount:C} due {bill.DueDate:yyyy-MM-dd}");
|
||||
}
|
||||
}
|
||||
|
||||
return ("dashboard", dashboard, summary.ToString());
|
||||
}
|
||||
|
||||
private async Task<(string, object, string)> ExecuteUpdateTransactionCategoryAsync(Guid userId, Dictionary<string, object> args)
|
||||
{
|
||||
var transactionId = ParseGuidArg(args, "transaction_id")
|
||||
?? throw new ArgumentException("transaction_id is required");
|
||||
|
||||
var categoryName = ParseStringArg(args, "category_name")
|
||||
?? throw new ArgumentException("category_name is required");
|
||||
|
||||
// Resolve category by name
|
||||
var categories = await _categoryService.GetAllAsync(userId);
|
||||
var category = categories.FirstOrDefault(c => c.Name.Equals(categoryName, StringComparison.OrdinalIgnoreCase))
|
||||
?? throw new ArgumentException($"Category '{categoryName}' not found");
|
||||
|
||||
// Get existing transaction
|
||||
var existing = await _transactionService.GetByIdAsync(userId, transactionId)
|
||||
?? throw new KeyNotFoundException($"Transaction not found");
|
||||
|
||||
// Build update request preserving all fields
|
||||
var updateRequest = new UpdateTransactionRequest(
|
||||
Date: existing.Date,
|
||||
Amount: existing.Amount,
|
||||
PayeeName: existing.PayeeName,
|
||||
PayeeId: existing.PayeeId,
|
||||
CategoryId: category.Id,
|
||||
Memo: existing.Memo,
|
||||
ReferenceNumber: existing.ReferenceNumber,
|
||||
CheckNumber: existing.CheckNumber,
|
||||
Type: existing.Type,
|
||||
Status: existing.Status,
|
||||
Splits: null
|
||||
);
|
||||
|
||||
var updated = await _transactionService.UpdateAsync(userId, transactionId, updateRequest);
|
||||
|
||||
var result = new
|
||||
{
|
||||
transactionId = updated.Id,
|
||||
payeeName = updated.PayeeName,
|
||||
oldCategory = existing.CategoryName ?? "Uncategorized",
|
||||
newCategory = category.Name,
|
||||
amount = updated.Amount,
|
||||
date = updated.Date
|
||||
};
|
||||
|
||||
return ("category_update", result,
|
||||
$"Updated transaction '{updated.PayeeName ?? "Unknown"}' ({updated.Date:yyyy-MM-dd}, {updated.Amount:C}) category from '{existing.CategoryName ?? "Uncategorized"}' to '{category.Name}'.");
|
||||
}
|
||||
|
||||
private static List<OllamaTool> BuildToolDefinitions()
|
||||
{
|
||||
return new List<OllamaTool>
|
||||
{
|
||||
new()
|
||||
{
|
||||
Type = "function",
|
||||
Function = new OllamaFunction
|
||||
{
|
||||
Name = "search_transactions",
|
||||
Description = "Search for transactions by date range, payee, category, amount, or text. Returns matching transactions.",
|
||||
Parameters = new OllamaFunctionParameters
|
||||
{
|
||||
Type = "object",
|
||||
Properties = new Dictionary<string, OllamaPropertySchema>
|
||||
{
|
||||
["start_date"] = new() { Type = "string", Description = "Start date in YYYY-MM-DD format" },
|
||||
["end_date"] = new() { Type = "string", Description = "End date in YYYY-MM-DD format" },
|
||||
["payee_name"] = new() { Type = "string", Description = "Payee name to filter by (partial match)" },
|
||||
["category_name"] = new() { Type = "string", Description = "Category name to filter by (exact match)" },
|
||||
["min_amount"] = new() { Type = "number", Description = "Minimum transaction amount" },
|
||||
["max_amount"] = new() { Type = "number", Description = "Maximum transaction amount" },
|
||||
["search_text"] = new() { Type = "string", Description = "General text search across payee, memo, etc." },
|
||||
["page_size"] = new() { Type = "integer", Description = "Number of results to return (max 25, default 25)" }
|
||||
}
|
||||
}
|
||||
}
|
||||
},
|
||||
new()
|
||||
{
|
||||
Type = "function",
|
||||
Function = new OllamaFunction
|
||||
{
|
||||
Name = "get_spending_by_category",
|
||||
Description = "Get a spending breakdown by category for a date range. Shows how much was spent in each category.",
|
||||
Parameters = new OllamaFunctionParameters
|
||||
{
|
||||
Type = "object",
|
||||
Properties = new Dictionary<string, OllamaPropertySchema>
|
||||
{
|
||||
["start_date"] = new() { Type = "string", Description = "Start date in YYYY-MM-DD format" },
|
||||
["end_date"] = new() { Type = "string", Description = "End date in YYYY-MM-DD format" }
|
||||
},
|
||||
Required = new List<string> { "start_date", "end_date" }
|
||||
}
|
||||
}
|
||||
},
|
||||
new()
|
||||
{
|
||||
Type = "function",
|
||||
Function = new OllamaFunction
|
||||
{
|
||||
Name = "get_income_vs_expense",
|
||||
Description = "Get monthly income vs expense comparison for a date range. Shows income, expenses, and net for each month.",
|
||||
Parameters = new OllamaFunctionParameters
|
||||
{
|
||||
Type = "object",
|
||||
Properties = new Dictionary<string, OllamaPropertySchema>
|
||||
{
|
||||
["start_date"] = new() { Type = "string", Description = "Start date in YYYY-MM-DD format" },
|
||||
["end_date"] = new() { Type = "string", Description = "End date in YYYY-MM-DD format" }
|
||||
},
|
||||
Required = new List<string> { "start_date", "end_date" }
|
||||
}
|
||||
}
|
||||
},
|
||||
new()
|
||||
{
|
||||
Type = "function",
|
||||
Function = new OllamaFunction
|
||||
{
|
||||
Name = "get_account_balances",
|
||||
Description = "Get all accounts with their current balances, types, and status.",
|
||||
Parameters = new OllamaFunctionParameters
|
||||
{
|
||||
Type = "object",
|
||||
Properties = new Dictionary<string, OllamaPropertySchema>()
|
||||
}
|
||||
}
|
||||
},
|
||||
new()
|
||||
{
|
||||
Type = "function",
|
||||
Function = new OllamaFunction
|
||||
{
|
||||
Name = "get_dashboard_summary",
|
||||
Description = "Get a dashboard overview including net worth, assets, liabilities, recent transactions, top spending categories, and upcoming bills.",
|
||||
Parameters = new OllamaFunctionParameters
|
||||
{
|
||||
Type = "object",
|
||||
Properties = new Dictionary<string, OllamaPropertySchema>()
|
||||
}
|
||||
}
|
||||
},
|
||||
new()
|
||||
{
|
||||
Type = "function",
|
||||
Function = new OllamaFunction
|
||||
{
|
||||
Name = "update_transaction_category",
|
||||
Description = "Update the category of a specific transaction. Use the transaction ID from search results.",
|
||||
Parameters = new OllamaFunctionParameters
|
||||
{
|
||||
Type = "object",
|
||||
Properties = new Dictionary<string, OllamaPropertySchema>
|
||||
{
|
||||
["transaction_id"] = new() { Type = "string", Description = "The transaction ID (GUID) to update" },
|
||||
["category_name"] = new() { Type = "string", Description = "The new category name to assign" }
|
||||
},
|
||||
Required = new List<string> { "transaction_id", "category_name" }
|
||||
}
|
||||
}
|
||||
}
|
||||
};
|
||||
}
|
||||
|
||||
// Argument parsing helpers
|
||||
private static string? ParseStringArg(Dictionary<string, object> args, string key)
|
||||
{
|
||||
if (!args.TryGetValue(key, out var value)) return null;
|
||||
if (value is JsonElement el) return el.ValueKind == JsonValueKind.String ? el.GetString() : el.ToString();
|
||||
return value?.ToString();
|
||||
}
|
||||
|
||||
private static DateTime? ParseDateArg(Dictionary<string, object> args, string key)
|
||||
{
|
||||
var str = ParseStringArg(args, key);
|
||||
if (str == null) return null;
|
||||
return DateTime.TryParse(str, out var dt) ? dt : null;
|
||||
}
|
||||
|
||||
private static Guid? ParseGuidArg(Dictionary<string, object> args, string key)
|
||||
{
|
||||
var str = ParseStringArg(args, key);
|
||||
if (str == null) return null;
|
||||
return Guid.TryParse(str, out var guid) ? guid : null;
|
||||
}
|
||||
|
||||
private static decimal? ParseDecimalArg(Dictionary<string, object> args, string key)
|
||||
{
|
||||
if (!args.TryGetValue(key, out var value)) return null;
|
||||
if (value is JsonElement el)
|
||||
{
|
||||
return el.ValueKind switch
|
||||
{
|
||||
JsonValueKind.Number => el.GetDecimal(),
|
||||
JsonValueKind.String => decimal.TryParse(el.GetString(), out var d) ? d : null,
|
||||
_ => null
|
||||
};
|
||||
}
|
||||
return decimal.TryParse(value?.ToString(), out var dec) ? dec : null;
|
||||
}
|
||||
|
||||
private static int? ParseIntArg(Dictionary<string, object> args, string key)
|
||||
{
|
||||
if (!args.TryGetValue(key, out var value)) return null;
|
||||
if (value is JsonElement el)
|
||||
{
|
||||
return el.ValueKind switch
|
||||
{
|
||||
JsonValueKind.Number => el.GetInt32(),
|
||||
JsonValueKind.String => int.TryParse(el.GetString(), out var i) ? i : null,
|
||||
_ => null
|
||||
};
|
||||
}
|
||||
return int.TryParse(value?.ToString(), out var result) ? result : null;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,143 @@
|
||||
using System.Text.Json.Serialization;
|
||||
|
||||
namespace Purrse.Core.DTOs;
|
||||
|
||||
// API DTOs
|
||||
public record SendChatMessageRequest(Guid? ConversationId, string Message);
|
||||
|
||||
public record SendChatMessageResponse(Guid ConversationId, ChatMessageResponse AssistantMessage);
|
||||
|
||||
public record ChatMessageResponse(
|
||||
Guid Id,
|
||||
string Role,
|
||||
string Content,
|
||||
string? ToolResultType,
|
||||
string? ToolResultJson,
|
||||
DateTime CreatedAt
|
||||
);
|
||||
|
||||
public record ChatConversationResponse(
|
||||
Guid Id,
|
||||
string? Title,
|
||||
DateTime CreatedAt,
|
||||
DateTime UpdatedAt
|
||||
);
|
||||
|
||||
public record ChatConversationDetailResponse(
|
||||
Guid Id,
|
||||
string? Title,
|
||||
List<ChatMessageResponse> Messages,
|
||||
DateTime CreatedAt,
|
||||
DateTime UpdatedAt
|
||||
);
|
||||
|
||||
// Ollama tool-calling DTOs (separate from existing OllamaChatRequest to avoid breaking categorization)
|
||||
public class OllamaToolChatRequest
|
||||
{
|
||||
[JsonPropertyName("model")]
|
||||
public string Model { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("messages")]
|
||||
public List<OllamaToolMessage> Messages { get; set; } = new();
|
||||
|
||||
[JsonPropertyName("stream")]
|
||||
public bool Stream { get; set; }
|
||||
|
||||
[JsonPropertyName("tools")]
|
||||
public List<OllamaTool>? Tools { get; set; }
|
||||
}
|
||||
|
||||
public class OllamaToolMessage
|
||||
{
|
||||
[JsonPropertyName("role")]
|
||||
public string Role { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("content")]
|
||||
public string Content { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("tool_calls")]
|
||||
[JsonIgnore(Condition = JsonIgnoreCondition.WhenWritingNull)]
|
||||
public List<OllamaToolCall>? ToolCalls { get; set; }
|
||||
}
|
||||
|
||||
public class OllamaTool
|
||||
{
|
||||
[JsonPropertyName("type")]
|
||||
public string Type { get; set; } = "function";
|
||||
|
||||
[JsonPropertyName("function")]
|
||||
public OllamaFunction Function { get; set; } = new();
|
||||
}
|
||||
|
||||
public class OllamaFunction
|
||||
{
|
||||
[JsonPropertyName("name")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("description")]
|
||||
public string Description { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("parameters")]
|
||||
public OllamaFunctionParameters Parameters { get; set; } = new();
|
||||
}
|
||||
|
||||
public class OllamaFunctionParameters
|
||||
{
|
||||
[JsonPropertyName("type")]
|
||||
public string Type { get; set; } = "object";
|
||||
|
||||
[JsonPropertyName("properties")]
|
||||
public Dictionary<string, OllamaPropertySchema> Properties { get; set; } = new();
|
||||
|
||||
[JsonPropertyName("required")]
|
||||
public List<string>? Required { get; set; }
|
||||
}
|
||||
|
||||
public class OllamaPropertySchema
|
||||
{
|
||||
[JsonPropertyName("type")]
|
||||
public string Type { get; set; } = "string";
|
||||
|
||||
[JsonPropertyName("description")]
|
||||
public string Description { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("enum")]
|
||||
[JsonIgnore(Condition = JsonIgnoreCondition.WhenWritingNull)]
|
||||
public List<string>? Enum { get; set; }
|
||||
}
|
||||
|
||||
public class OllamaToolCall
|
||||
{
|
||||
[JsonPropertyName("function")]
|
||||
public OllamaToolCallFunction Function { get; set; } = new();
|
||||
}
|
||||
|
||||
public class OllamaToolCallFunction
|
||||
{
|
||||
[JsonPropertyName("name")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("arguments")]
|
||||
public Dictionary<string, object> Arguments { get; set; } = new();
|
||||
}
|
||||
|
||||
public class OllamaToolChatResponse
|
||||
{
|
||||
[JsonPropertyName("message")]
|
||||
public OllamaToolResponseMessage? Message { get; set; }
|
||||
|
||||
[JsonPropertyName("done")]
|
||||
public bool Done { get; set; }
|
||||
}
|
||||
|
||||
public class OllamaToolResponseMessage
|
||||
{
|
||||
[JsonPropertyName("role")]
|
||||
public string Role { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("content")]
|
||||
public string Content { get; set; } = string.Empty;
|
||||
|
||||
[JsonPropertyName("tool_calls")]
|
||||
public List<OllamaToolCall>? ToolCalls { get; set; }
|
||||
}
|
||||
@@ -0,0 +1,11 @@
|
||||
using Purrse.Core.DTOs;
|
||||
|
||||
namespace Purrse.Core.Interfaces.Services;
|
||||
|
||||
public interface IChatService
|
||||
{
|
||||
Task<SendChatMessageResponse> SendMessageAsync(Guid userId, SendChatMessageRequest request);
|
||||
Task<List<ChatConversationResponse>> GetConversationsAsync(Guid userId);
|
||||
Task<ChatConversationDetailResponse?> GetConversationAsync(Guid userId, Guid conversationId);
|
||||
Task DeleteConversationAsync(Guid userId, Guid conversationId);
|
||||
}
|
||||
@@ -0,0 +1,12 @@
|
||||
namespace Purrse.Core.Models;
|
||||
|
||||
public class ChatConversation
|
||||
{
|
||||
public Guid Id { get; set; }
|
||||
public Guid UserId { get; set; }
|
||||
public string? Title { get; set; }
|
||||
public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
|
||||
public DateTime UpdatedAt { get; set; } = DateTime.UtcNow;
|
||||
public User User { get; set; } = null!;
|
||||
public ICollection<ChatMessage> Messages { get; set; } = new List<ChatMessage>();
|
||||
}
|
||||
@@ -0,0 +1,13 @@
|
||||
namespace Purrse.Core.Models;
|
||||
|
||||
public class ChatMessage
|
||||
{
|
||||
public Guid Id { get; set; }
|
||||
public Guid ConversationId { get; set; }
|
||||
public string Role { get; set; } = string.Empty;
|
||||
public string Content { get; set; } = string.Empty;
|
||||
public string? ToolCallsJson { get; set; }
|
||||
public string? ToolResultJson { get; set; }
|
||||
public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
|
||||
public ChatConversation Conversation { get; set; } = null!;
|
||||
}
|
||||
@@ -0,0 +1,22 @@
|
||||
using Microsoft.EntityFrameworkCore;
|
||||
using Microsoft.EntityFrameworkCore.Metadata.Builders;
|
||||
using Purrse.Core.Models;
|
||||
|
||||
namespace Purrse.Data.Configurations;
|
||||
|
||||
public class ChatConversationConfiguration : IEntityTypeConfiguration<ChatConversation>
|
||||
{
|
||||
public void Configure(EntityTypeBuilder<ChatConversation> builder)
|
||||
{
|
||||
builder.ToTable("chat_conversations");
|
||||
builder.HasKey(c => c.Id);
|
||||
builder.Property(c => c.Title).HasMaxLength(200);
|
||||
|
||||
builder.HasOne(c => c.User)
|
||||
.WithMany()
|
||||
.HasForeignKey(c => c.UserId)
|
||||
.OnDelete(DeleteBehavior.Cascade);
|
||||
|
||||
builder.HasIndex(c => c.UserId);
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,23 @@
|
||||
using Microsoft.EntityFrameworkCore;
|
||||
using Microsoft.EntityFrameworkCore.Metadata.Builders;
|
||||
using Purrse.Core.Models;
|
||||
|
||||
namespace Purrse.Data.Configurations;
|
||||
|
||||
public class ChatMessageConfiguration : IEntityTypeConfiguration<ChatMessage>
|
||||
{
|
||||
public void Configure(EntityTypeBuilder<ChatMessage> builder)
|
||||
{
|
||||
builder.ToTable("chat_messages");
|
||||
builder.HasKey(m => m.Id);
|
||||
builder.Property(m => m.Role).HasMaxLength(20).IsRequired();
|
||||
builder.Property(m => m.Content).IsRequired();
|
||||
|
||||
builder.HasOne(m => m.Conversation)
|
||||
.WithMany(c => c.Messages)
|
||||
.HasForeignKey(m => m.ConversationId)
|
||||
.OnDelete(DeleteBehavior.Cascade);
|
||||
|
||||
builder.HasIndex(m => m.ConversationId);
|
||||
}
|
||||
}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,79 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace Purrse.Data.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddAiChat : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.CreateTable(
|
||||
name: "chat_conversations",
|
||||
columns: table => new
|
||||
{
|
||||
Id = table.Column<Guid>(type: "uuid", nullable: false),
|
||||
UserId = table.Column<Guid>(type: "uuid", nullable: false),
|
||||
Title = table.Column<string>(type: "character varying(200)", maxLength: 200, nullable: true),
|
||||
CreatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false),
|
||||
UpdatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false)
|
||||
},
|
||||
constraints: table =>
|
||||
{
|
||||
table.PrimaryKey("PK_chat_conversations", x => x.Id);
|
||||
table.ForeignKey(
|
||||
name: "FK_chat_conversations_users_UserId",
|
||||
column: x => x.UserId,
|
||||
principalTable: "users",
|
||||
principalColumn: "Id",
|
||||
onDelete: ReferentialAction.Cascade);
|
||||
});
|
||||
|
||||
migrationBuilder.CreateTable(
|
||||
name: "chat_messages",
|
||||
columns: table => new
|
||||
{
|
||||
Id = table.Column<Guid>(type: "uuid", nullable: false),
|
||||
ConversationId = table.Column<Guid>(type: "uuid", nullable: false),
|
||||
Role = table.Column<string>(type: "character varying(20)", maxLength: 20, nullable: false),
|
||||
Content = table.Column<string>(type: "text", nullable: false),
|
||||
ToolCallsJson = table.Column<string>(type: "text", nullable: true),
|
||||
ToolResultJson = table.Column<string>(type: "text", nullable: true),
|
||||
CreatedAt = table.Column<DateTime>(type: "timestamp with time zone", nullable: false)
|
||||
},
|
||||
constraints: table =>
|
||||
{
|
||||
table.PrimaryKey("PK_chat_messages", x => x.Id);
|
||||
table.ForeignKey(
|
||||
name: "FK_chat_messages_chat_conversations_ConversationId",
|
||||
column: x => x.ConversationId,
|
||||
principalTable: "chat_conversations",
|
||||
principalColumn: "Id",
|
||||
onDelete: ReferentialAction.Cascade);
|
||||
});
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_chat_conversations_UserId",
|
||||
table: "chat_conversations",
|
||||
column: "UserId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_chat_messages_ConversationId",
|
||||
table: "chat_messages",
|
||||
column: "ConversationId");
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropTable(
|
||||
name: "chat_messages");
|
||||
|
||||
migrationBuilder.DropTable(
|
||||
name: "chat_conversations");
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -302,6 +302,66 @@ namespace Purrse.Data.Migrations
|
||||
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")
|
||||
@@ -1129,6 +1189,28 @@ namespace Purrse.Data.Migrations
|
||||
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")
|
||||
@@ -1411,6 +1493,11 @@ namespace Purrse.Data.Migrations
|
||||
b.Navigation("Transactions");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("Purrse.Core.Models.ChatConversation", b =>
|
||||
{
|
||||
b.Navigation("Messages");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("Purrse.Core.Models.ImportBatch", b =>
|
||||
{
|
||||
b.Navigation("Transactions");
|
||||
|
||||
@@ -31,6 +31,8 @@ public class PurrseDbContext : DbContext
|
||||
public DbSet<SyncLog> SyncLogs => Set<SyncLog>();
|
||||
public DbSet<BankSyncSettings> BankSyncSettings => Set<BankSyncSettings>();
|
||||
public DbSet<AiCategorizationSettings> AiCategorizationSettings => Set<AiCategorizationSettings>();
|
||||
public DbSet<ChatConversation> ChatConversations => Set<ChatConversation>();
|
||||
public DbSet<ChatMessage> ChatMessages => Set<ChatMessage>();
|
||||
|
||||
protected override void OnModelCreating(ModelBuilder modelBuilder)
|
||||
{
|
||||
|
||||
Reference in New Issue
Block a user