Add legendMouseOver/legendMouseOut events to sync legend hover
with the category table highlighting.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move account selector to date range bar and apply filtering to all four
report types. Add bidirectional hover highlighting between spending donut
chart and category table. Fix donut data label readability with white text.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Change default date range from Last 3 Months to This Month. Add Last Month
option. Apply theme-aware colors to chart axis labels, legends, and data
labels so they're readable in both light and dark modes.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Show top 10 categories in spending breakdown with label indicating the limit.
Fix account-scoped transactions highlighting both Accounts and Transactions
nav items by excluding sub-route match when account-transactions is active.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Remove CategoryId.HasValue filter so uncategorized transactions appear
in the spending breakdown. Remove Take(N) limit to show all categories.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Filter from start of current month instead of today so the current
month's entry is always visible even mid-month.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Payoff quotes always use daily per-diem interest (rate/365 × days) regardless
of loan type. Rename "Upcoming Bills" to "Upcoming Transactions" on dashboard.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Show estimated payoff amount (balance + accrued interest) in loan summary
- Display loan balances as absolute values in red
- Fix dialog overlay blocking UI after edit by closing in finally with nextTick
- Highlight parent nav item when viewing sub-routes (e.g. /loans/:id)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add toggle button to show/hide past payments. Future payments are shown
by default since past entries are rarely useful for day-to-day viewing.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Lines of credit and auto loans use daily accrual (rate/365 × days) matching
actual bank calculations. Mortgages and personal loans keep monthly compounding.
Include LoanDetail in GetAllAsync so the loan cards correctly show status.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Daily accrual made HELOC estimates worse due to front-loaded 31-day
months. Revert to rate/12 for all types - it's the standard amortization
method and works well for mortgages and personal loans. For HELOCs and
auto loans, differences from bank statements are typically due to
variable rates, extra payments, or daily billing conventions that a
fixed amortization schedule cannot capture.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Mortgages and personal loans use monthly compounding (rate/12), but
HELOCs and auto loans accrue interest daily (rate/365 * actual days).
Select the calculation method based on account type and update the
disclaimer to reflect which method is being used.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
formatDate was parsing UTC timestamps in local time, shifting dates
back a day in western timezones. Strip the time portion before parsing
so dates display correctly.
Revert interest calculation from daily accrual back to standard monthly
compounding (rate/12) with per-payment rounding. This matches how
mortgage servicers calculate interest and produces correct amortization
schedules.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The change tracker-based approaches (RemoveRange, Clear) both caused
DbUpdateConcurrencyException when deleting amortization entries.
Use ExecuteDeleteAsync to delete directly in the database, bypassing
the change tracker entirely.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace the term months field with a maturity date picker - users know
when their loan ends, not the month count. Compute termMonths from the
two dates. Rename "Origination Date" to "First Payment Date" and adjust
the amortization schedule so payment #1 falls on the entered date.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
RemoveRange + collection replacement caused EF Core to attempt a
double-delete on amortization entries. Use Clear() on the tracked
collection instead, letting EF handle orphan deletion in a single pass.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The amortization schedule and payoff calculator were using rate/12 for
monthly interest, which assumes 30.42 days per period and overestimates
interest. Switch to daily accrual (rate/365 * actual days) to match how
lenders actually compute interest between payment dates.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The current account balance is not the origination balance, so defaulting
it into the Original Balance field is misleading. Leave it at 0 so users
enter the actual loan origination amount.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Parse date string components directly and use Date.UTC() to avoid
local timezone interpretation that shifts dates by a day in western
timezones when using new Date() with date-only strings.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fetch loan data (mortgage/student) from Plaid's Liabilities API during sync
and auto-create LoanDetail records. For accounts without liabilities data,
pre-populate the setup form with balance, interest rate, and smart term
defaults. Also fixes maturity date computation in the frontend form.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Use clean payee name instead of raw bank string when a payee match is found
during import. When payees are created/renamed or aliases added, automatically
update or link matching unlinked transactions.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a Status select to the add/edit transaction dialog that defaults to
the current value when editing, so cleared transactions stay cleared.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
When the AI updates a category (or any tool result), the transactions
page now automatically reloads. ChatPanel triggers a refresh counter
in the usePageContext composable when the response includes a tool
result, and TransactionsView watches that counter to reload data.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Ollama defaults to 2048 tokens which is far too small for page context
data + 15 tool definitions + conversation history. Added num_ctx=16384
via the options field on all Ollama requests. With Qwen at ~4GB and
7GB VRAM free this fits comfortably.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The AI was claiming to update categories without actually calling the
update tool — it answered from page context as if the change was made.
Restructured the system prompt to clearly separate read-only questions
(can answer from page data) from mutations (MUST call tools). The AI
is now told to never claim a change was made without calling the
appropriate tool.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
When the model returns empty content with page context present, the
15 tool definitions likely overwhelm the model's attention. Now on
empty response, the request is retried with tools stripped so the
model focuses on answering from the page data. Also added diagnostic
logging for page context receipt and empty response details.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The null-coalescing operator only caught null, not empty/whitespace
responses. When Ollama returns empty content (common when the model
hesitates between tool calling and text), the empty string was saved
as the assistant message. Now uses IsNullOrWhiteSpace to catch both.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The nudge forced the AI to call a tool even when the answer was
already in the page context (e.g. Sarku transactions visible on the
Transactions page). This caused the model to pick an unrelated tool.
Now the nudge also checks for page context — if the current page has
data attached, the model is allowed to answer from it directly.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
When the AI searched for transactions on a specific date like
"2026-02-11", ParseDateArg produced 2026-02-11T00:00:00Z (midnight).
The query "Date <= midnight" excluded any transaction stored with a
time component later that day. Now date-only end dates are bumped to
23:59:59.999 so the full day is covered. Applied to search_transactions,
get_spending_by_category, and get_income_vs_expense tools.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Two issues caused the AI to lose context in multi-turn conversations:
1. Page context was a system message buried before 20 conversation
messages. Now it's injected directly into the user's message so
the model sees the data right next to the question.
2. Prior tool results were replayed with role="tool", which many
Ollama models ignore in conversation history. Now they're replayed
as assistant messages with a [Tool Result] prefix so the model
reliably reads them.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The tool-use nudge fired on every first response without tools, even
when the conversation already had tool results the AI could reference.
This forced the AI to make a new (broader) tool call instead of
interpreting a short follow-up like "2026-02-11" in context of the
prior exchange. Now the nudge only fires when there are no prior tool
results in the conversation. Also added a system prompt rule telling
the AI to interpret ambiguous follow-ups in context.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tool results are rendered as rich tables/charts in the UI, but the
system prompt was telling the AI to list transaction details and
"summarize tool results naturally", causing it to repeat the same
data in text. Updated the prompt to explain that tool results are
already visible and the AI should give a brief insight instead.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The LLM summary for update_transaction_category was missing the
transaction ID, so when the user asked to undo a change the AI had
to guess which record from the page context and often picked the
wrong one. Now the summary includes the exact ID and the old category
name, giving the AI everything it needs to reverse the change.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move the classify-uncategorized endpoint from synchronous to async.
The controller now queues a ClassificationJob to an unbounded channel
and returns 202 Accepted. A new BackgroundService processes jobs and
pushes results (or errors) to the user via SignalR. The frontend
listens for the AiClassificationComplete event and surfaces it in the
notification system.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Replace the standalone /chat page with a bottom-right floating widget
available on every page. The panel sends page context with each message
so the AI knows what the user is viewing. On the Transactions page,
the full visible transaction list (with filters) is serialized into
the context so the AI can answer questions about on-screen entries.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PayeeName and SearchText filters used Contains() which translates
to case-sensitive LIKE in PostgreSQL. Switch to EF.Functions.ILike
for case-insensitive matching so searching for "frantech" finds
"Buyvm Frantech" and "vultr" finds "Vultr.com".
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Log model name, tool count, raw response preview, and parsed
tool_call count at INFO level. Broaden the retry nudge to trigger
whenever no tools are called on the first attempt, not just when
code is detected.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The 401 interceptor was re-triggering itself when the refresh call
also returned 401, causing repeated requests before eventually
logging out. Add guards to skip refresh for the refresh endpoint
itself and prevent any request from retrying more than once.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Restructure the system prompt as explicit rules to more forcefully
prevent smaller models from generating code. Add a server-side
safety net that strips fenced code blocks from assistant responses
before returning them to the user.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a lightweight docker:cli sidecar that prunes dangling images
every 24 hours to prevent untagged image buildup from redeployments.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Smaller models sometimes output Python/JS code instead of invoking
tools. Add explicit instruction to never generate code and always
call the provided function tools directly.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
ParseDateArg now applies DateTime.SpecifyKind(Utc) since TryParse
returns Unspecified kind. Also fixed the spending report fallback
start date to use the DateTimeKind.Utc constructor overload.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Catherine Renelle