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3 Commits

Author SHA1 Message Date
Catherine Renelle d49ad4aca7 Use editable default values with {placeholders} for AI prompts
Instead of showing defaults as greyed-out placeholder text, populate
textareas with the actual default prompt text so users can directly
edit it. Add {categories}, {examples}, and {transactions} placeholders
so users control where dynamic data is inserted in the prompts.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 20:26:07 -05:00
Catherine Renelle e742b0fbe7 Make AI categorization prompts user-configurable
Add SystemPrompt and UserPromptTemplate fields to AI categorization
settings so users can customize the prompts sent to Ollama without
code changes. Null/empty values fall back to built-in defaults.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 19:30:26 -05:00
Catherine Renelle 1c7abb7ffc Add AI categorization with Ollama: settings, auto-classify on sync/import, and manual classify from Transactions
Adds local LLM-based transaction categorization using Ollama:
- Settings UI to configure Ollama URL, model, confidence threshold
- Auto-categorization during bank sync and file import
- Manual "Classify Uncategorized" button on Transactions screen that respects active filters
- Payee default category learning loop for classified transactions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 18:41:12 -05:00