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3 Commits

Author SHA1 Message Date
Catherine Renelle 6552a97036 Add budget, loan, payee, and scheduled transaction tools to AI chat
Integrate 6 new tool chains into the chat service: get_budget,
get_budget_summary, get_loan_details, calculate_loan_payoff,
list_payees, and get_scheduled_transactions. Also raises the
search_transactions page_size cap from 25 to 50 and the upcoming
bills display from 5 to 10.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 08:28:31 -05:00
Catherine Renelle 26fb3dc1e1 Add category management tools to AI chat (list, create, delete)
Three new tools: list_categories shows all categories with type and
parent, create_category adds a new one with optional parent nesting,
delete_category removes non-system categories by name. Frontend renders
category tables, success alerts for creation, and warning alerts for
deletion.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-09 23:51:18 -05:00
Catherine Renelle 846edad2a4 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>
2026-02-09 23:34:16 -05:00