688dd333dc
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>
524 lines
22 KiB
C#
524 lines
22 KiB
C#
using System.Text;
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using System.Text.Json;
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using System.Text.Json.Serialization;
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using Microsoft.EntityFrameworkCore;
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using Purrse.Core.DTOs;
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using Purrse.Core.Enums;
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using Purrse.Core.Interfaces.Services;
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using Purrse.Core.Models;
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using Purrse.Data;
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namespace Purrse.Api.Services;
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public class AiCategorizationService : IAiCategorizationService
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{
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private readonly PurrseDbContext _db;
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private readonly IHttpClientFactory _httpClientFactory;
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private readonly ILogger<AiCategorizationService> _logger;
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internal const string DefaultSystemPrompt =
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"""
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You are a personal finance transaction categorizer. Classify each transaction into the most appropriate category.
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You MUST respond with valid JSON in exactly this format:
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{
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"classifications": [
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{"index": 0, "categoryName": "Groceries", "confidence": 0.9},
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{"index": 1, "categoryName": "Utilities", "confidence": 0.85}
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]
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}
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Rules:
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- "index" must be the transaction number (integer) from the list below
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- "categoryName" must be one of the exact category names listed below
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- "confidence" must be a number between 0 and 1
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- Include one entry for every transaction
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Available categories:
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{categories}
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""";
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internal const string DefaultUserPromptTemplate =
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"""
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{examples}Classify these uncategorized transactions:
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{transactions}
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""";
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private static readonly JsonSerializerOptions JsonOptions = new()
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{
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PropertyNameCaseInsensitive = true,
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DefaultIgnoreCondition = JsonIgnoreCondition.WhenWritingNull
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};
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public AiCategorizationService(
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PurrseDbContext db,
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IHttpClientFactory httpClientFactory,
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ILogger<AiCategorizationService> logger)
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{
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_db = db;
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_httpClientFactory = httpClientFactory;
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_logger = logger;
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}
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public async Task<AiCategorizationSettingsResponse> GetSettingsAsync(Guid userId)
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{
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var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
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if (settings == null)
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{
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return new AiCategorizationSettingsResponse(
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false, "http://localhost:11434", "llama3.1:8b", 0.7, 30, true, null, null, 16384, null);
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}
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return new AiCategorizationSettingsResponse(
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settings.IsEnabled, settings.OllamaUrl, settings.ModelName,
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settings.ConfidenceThreshold, settings.TimeoutSeconds, settings.UpdatePayeeDefaults,
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settings.SystemPrompt, settings.UserPromptTemplate,
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settings.ChatContextSize, settings.ChatBotName);
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}
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public async Task<AiCategorizationSettingsResponse> UpdateSettingsAsync(Guid userId, UpdateAiCategorizationSettingsRequest request)
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{
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var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
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if (settings == null)
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{
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settings = new AiCategorizationSettings
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{
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Id = Guid.NewGuid(),
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UserId = userId
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};
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_db.AiCategorizationSettings.Add(settings);
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}
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settings.IsEnabled = request.IsEnabled;
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settings.OllamaUrl = request.OllamaUrl;
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settings.ModelName = request.ModelName;
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settings.ConfidenceThreshold = request.ConfidenceThreshold;
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settings.TimeoutSeconds = request.TimeoutSeconds;
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settings.UpdatePayeeDefaults = request.UpdatePayeeDefaults;
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settings.SystemPrompt = string.IsNullOrWhiteSpace(request.SystemPrompt) ? null : request.SystemPrompt;
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settings.UserPromptTemplate = string.IsNullOrWhiteSpace(request.UserPromptTemplate) ? null : request.UserPromptTemplate;
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settings.ChatContextSize = request.ChatContextSize;
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settings.ChatBotName = string.IsNullOrWhiteSpace(request.ChatBotName) ? null : request.ChatBotName;
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settings.UpdatedAt = DateTime.UtcNow;
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await _db.SaveChangesAsync();
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return new AiCategorizationSettingsResponse(
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settings.IsEnabled, settings.OllamaUrl, settings.ModelName,
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settings.ConfidenceThreshold, settings.TimeoutSeconds, settings.UpdatePayeeDefaults,
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settings.SystemPrompt, settings.UserPromptTemplate,
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settings.ChatContextSize, settings.ChatBotName);
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}
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public async Task<OllamaConnectionTestResponse> TestConnectionAsync(Guid userId)
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{
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var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
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var ollamaUrl = settings?.OllamaUrl ?? "http://localhost:11434";
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try
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{
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var client = _httpClientFactory.CreateClient("Ollama");
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client.Timeout = TimeSpan.FromSeconds(10);
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var response = await client.GetAsync($"{ollamaUrl.TrimEnd('/')}/api/tags");
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response.EnsureSuccessStatusCode();
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var json = await response.Content.ReadAsStringAsync();
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var tagsResponse = JsonSerializer.Deserialize<OllamaTagsResponse>(json, JsonOptions);
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var modelNames = tagsResponse?.Models?.Select(m => m.Name).ToList() ?? new List<string>();
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return new OllamaConnectionTestResponse(true, null, modelNames);
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}
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catch (Exception ex)
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{
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_logger.LogWarning(ex, "Ollama connection test failed for user {UserId}", userId);
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return new OllamaConnectionTestResponse(false, ex.Message, null);
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}
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}
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public async Task<List<TransactionClassification>> ClassifyTransactionsAsync(Guid userId, List<Transaction> uncategorizedTransactions)
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{
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if (uncategorizedTransactions.Count == 0)
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return new List<TransactionClassification>();
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try
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{
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var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
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if (settings == null || !settings.IsEnabled)
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return new List<TransactionClassification>();
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// Load all active categories with parent names
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var categories = await _db.Categories
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.Include(c => c.Parent)
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.Where(c => c.UserId == userId && c.IsActive)
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.ToListAsync();
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if (categories.Count == 0)
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return new List<TransactionClassification>();
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// Load 25 recent categorized transactions as few-shot examples
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var recentCategorized = await _db.Transactions
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.Include(t => t.Category).ThenInclude(c => c!.Parent)
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.Include(t => t.Account)
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.Where(t => t.Account.UserId == userId && t.CategoryId != null)
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.OrderByDescending(t => t.Date)
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.Take(25)
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.ToListAsync();
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var allClassifications = new List<TransactionClassification>();
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// Process in batches of 50
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for (int batchStart = 0; batchStart < uncategorizedTransactions.Count; batchStart += 50)
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{
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var batch = uncategorizedTransactions.Skip(batchStart).Take(50).ToList();
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var batchClassifications = await ClassifyBatchAsync(settings, categories, recentCategorized, batch, batchStart);
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allClassifications.AddRange(batchClassifications);
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}
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return allClassifications;
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}
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catch (Exception ex)
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{
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_logger.LogWarning(ex, "AI categorization failed for user {UserId}", userId);
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return new List<TransactionClassification>();
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}
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}
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private async Task<List<TransactionClassification>> ClassifyBatchAsync(
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AiCategorizationSettings settings,
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List<Category> categories,
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List<Transaction> recentCategorized,
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List<Transaction> batch,
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int globalOffset)
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{
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var systemMessage = BuildSystemMessage(settings, categories);
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var userMessage = BuildUserMessage(settings, recentCategorized, batch);
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var chatRequest = new OllamaChatRequest(
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settings.ModelName,
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new List<OllamaChatMessage>
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{
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new("system", systemMessage),
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new("user", userMessage)
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},
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false,
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"json");
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try
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{
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var client = _httpClientFactory.CreateClient("Ollama");
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client.Timeout = TimeSpan.FromSeconds(settings.TimeoutSeconds);
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var requestJson = JsonSerializer.Serialize(chatRequest, JsonOptions);
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var content = new StringContent(requestJson, Encoding.UTF8, "application/json");
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_logger.LogInformation("Sending {Count} transactions to Ollama for classification (batch offset {Offset})", batch.Count, globalOffset);
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var response = await client.PostAsync($"{settings.OllamaUrl.TrimEnd('/')}/api/chat", content);
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response.EnsureSuccessStatusCode();
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var responseJson = await response.Content.ReadAsStringAsync();
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var chatResponse = JsonSerializer.Deserialize<OllamaChatResponse>(responseJson, JsonOptions);
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if (chatResponse?.Message?.Content == null)
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{
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_logger.LogWarning("Ollama returned null message content for batch at offset {Offset}", globalOffset);
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return new List<TransactionClassification>();
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}
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_logger.LogDebug("Ollama raw response for batch at offset {Offset}: {Response}", globalOffset, chatResponse.Message.Content);
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return ParseClassifications(chatResponse.Message.Content, categories, batch.Count, globalOffset, settings.ConfidenceThreshold);
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}
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catch (Exception ex)
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{
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_logger.LogWarning(ex, "Ollama API call failed for batch starting at {Offset}", globalOffset);
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return new List<TransactionClassification>();
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}
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}
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private static string BuildSystemMessage(AiCategorizationSettings settings, List<Category> categories)
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{
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var prompt = settings.SystemPrompt ?? DefaultSystemPrompt;
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var sb = new StringBuilder();
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foreach (var category in categories)
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{
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var parentInfo = category.Parent != null ? $" (under \"{category.Parent.Name}\")" : "";
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sb.AppendLine($"- \"{category.Name}\"{parentInfo}");
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}
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var categoryList = sb.ToString();
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return prompt.Contains("{categories}")
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? prompt.Replace("{categories}", categoryList)
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: prompt + "\n" + categoryList;
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}
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private static string BuildUserMessage(AiCategorizationSettings settings, List<Transaction> recentCategorized, List<Transaction> batch)
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{
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var prompt = settings.UserPromptTemplate ?? DefaultUserPromptTemplate;
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// Build examples block
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var examplesSb = new StringBuilder();
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if (recentCategorized.Count > 0)
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{
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examplesSb.AppendLine("Recent categorized transactions (for reference):");
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for (int i = 0; i < recentCategorized.Count; i++)
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{
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var t = recentCategorized[i];
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var categoryName = t.Category?.Parent != null
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? $"{t.Category.Parent.Name} > {t.Category.Name}"
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: t.Category?.Name ?? "Unknown";
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examplesSb.AppendLine($"{i + 1}. \"{t.PayeeName}\" (${t.Amount:F2}) -> \"{categoryName}\"");
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}
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examplesSb.AppendLine();
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}
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var examples = examplesSb.ToString();
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// Build transactions block
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var txnSb = new StringBuilder();
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for (int i = 0; i < batch.Count; i++)
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{
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var t = batch[i];
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var type = t.Amount >= 0 ? "credit" : "debit";
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txnSb.AppendLine($"{i}. \"{t.PayeeName}\" (${t.Amount:F2}, {type}, {t.Date:yyyy-MM-dd}, memo: \"{t.Memo}\")");
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}
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var transactions = txnSb.ToString();
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var result = prompt;
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if (result.Contains("{examples}"))
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result = result.Replace("{examples}", examples);
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else
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result = examples + result;
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if (result.Contains("{transactions}"))
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result = result.Replace("{transactions}", transactions);
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else
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result = result + "\n" + transactions;
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return result;
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}
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private List<TransactionClassification> ParseClassifications(
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string responseContent,
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List<Category> categories,
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int batchSize,
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int globalOffset,
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double confidenceThreshold)
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{
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try
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{
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using var doc = JsonDocument.Parse(responseContent);
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var root = doc.RootElement;
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// Try "classifications" wrapper first, then bare array
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JsonElement classificationsArray;
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if (root.TryGetProperty("classifications", out classificationsArray))
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{
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// good
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}
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else if (root.ValueKind == JsonValueKind.Array)
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{
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classificationsArray = root;
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}
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else
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{
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// Try common alternative wrapper names
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if (!root.TryGetProperty("results", out classificationsArray) &&
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!root.TryGetProperty("data", out classificationsArray))
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{
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_logger.LogWarning("Ollama response has no 'classifications' array. Root properties: {Props}",
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string.Join(", ", root.EnumerateObject().Select(p => p.Name)));
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return new List<TransactionClassification>();
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}
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}
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var categoryLookup = categories.ToDictionary(c => c.Id);
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var categoryNameLookup = categories
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.GroupBy(c => c.Name.Trim().ToLowerInvariant())
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.ToDictionary(g => g.Key, g => g.First());
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var results = new List<TransactionClassification>();
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int skippedNoIndex = 0, skippedBadIndex = 0, skippedLowConf = 0, skippedNoMatch = 0;
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foreach (var item in classificationsArray.EnumerateArray())
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{
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// Parse index — handle both number and string
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int localIndex;
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if (item.TryGetProperty("index", out var indexProp))
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{
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if (indexProp.ValueKind == JsonValueKind.Number)
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localIndex = indexProp.GetInt32();
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else if (indexProp.ValueKind == JsonValueKind.String && int.TryParse(indexProp.GetString(), out var parsed))
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localIndex = parsed;
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else { skippedNoIndex++; continue; }
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}
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else { skippedNoIndex++; continue; }
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if (localIndex < 0 || localIndex >= batchSize)
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{ skippedBadIndex++; continue; }
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var globalIndex = globalOffset + localIndex;
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// Parse confidence — handle number, string, or missing (default 1.0)
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double confidence = 1.0;
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if (item.TryGetProperty("confidence", out var confProp))
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{
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if (confProp.ValueKind == JsonValueKind.Number)
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confidence = confProp.GetDouble();
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else if (confProp.ValueKind == JsonValueKind.String && double.TryParse(confProp.GetString(), out var parsedConf))
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confidence = parsedConf;
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}
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if (confidence < confidenceThreshold)
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{ skippedLowConf++; continue; }
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Guid? categoryId = null;
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string? categoryName = null;
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// Try to resolve by categoryId (also check snake_case variant)
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foreach (var propName in new[] { "categoryId", "category_id" })
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{
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if (categoryId.HasValue) break;
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if (item.TryGetProperty(propName, out var catIdProp) && catIdProp.ValueKind == JsonValueKind.String)
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{
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if (Guid.TryParse(catIdProp.GetString(), out var parsedId) && categoryLookup.ContainsKey(parsedId))
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{
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categoryId = parsedId;
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categoryName = categoryLookup[parsedId].Name;
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}
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}
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}
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// Fall back to name matching (also check snake_case variant)
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if (!categoryId.HasValue)
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{
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string? rawName = null;
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foreach (var propName in new[] { "categoryName", "category_name", "category" })
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{
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if (item.TryGetProperty(propName, out var catNameProp) && catNameProp.ValueKind == JsonValueKind.String)
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{
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rawName = catNameProp.GetString();
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break;
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}
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}
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if (rawName != null)
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{
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var name = rawName.Trim().ToLowerInvariant();
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// Exact match
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if (categoryNameLookup.TryGetValue(name, out var matched))
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{
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categoryId = matched.Id;
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categoryName = matched.Name;
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}
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else
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{
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// Handle "Parent > Child" format — try the last segment
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var lastSegment = name.Contains('>') ? name.Split('>').Last().Trim() : null;
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if (lastSegment != null && categoryNameLookup.TryGetValue(lastSegment, out var segmentMatch))
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{
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categoryId = segmentMatch.Id;
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categoryName = segmentMatch.Name;
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}
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else
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{
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// Contains-based fuzzy match as last resort
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var fuzzy = categories.FirstOrDefault(c =>
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c.Name.Trim().ToLowerInvariant().Contains(name) ||
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name.Contains(c.Name.Trim().ToLowerInvariant()));
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if (fuzzy != null)
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{
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categoryId = fuzzy.Id;
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categoryName = fuzzy.Name;
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}
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}
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}
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}
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}
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if (categoryId.HasValue)
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{
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results.Add(new TransactionClassification(globalIndex, categoryId, categoryName, confidence));
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}
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else
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{
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skippedNoMatch++;
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}
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}
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_logger.LogInformation(
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"Parsed {Matched} classifications from {Total} items. Skipped: {NoIndex} no index, {BadIndex} bad index, {LowConf} low confidence, {NoMatch} no category match",
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results.Count, classificationsArray.GetArrayLength(), skippedNoIndex, skippedBadIndex, skippedLowConf, skippedNoMatch);
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return results;
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}
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catch (JsonException ex)
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{
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_logger.LogWarning(ex, "Failed to parse Ollama JSON response: {Content}", responseContent.Length > 500 ? responseContent[..500] : responseContent);
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return new List<TransactionClassification>();
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}
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}
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public async Task<ClassifyUncategorizedResponse> ClassifyUncategorizedAsync(Guid userId, ClassifyUncategorizedRequest request)
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{
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var settings = await _db.AiCategorizationSettings.FirstOrDefaultAsync(s => s.UserId == userId);
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if (settings == null || !settings.IsEnabled)
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return new ClassifyUncategorizedResponse(0, 0, 0);
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var query = _db.Transactions
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.Include(t => t.Account)
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.Where(t => t.Account.UserId == userId && t.CategoryId == null);
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if (request.AccountId.HasValue)
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query = query.Where(t => t.AccountId == request.AccountId.Value);
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if (request.StartDate.HasValue)
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query = query.Where(t => t.Date >= request.StartDate.Value);
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if (request.EndDate.HasValue)
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query = query.Where(t => t.Date <= request.EndDate.Value);
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if (request.Status.HasValue)
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query = query.Where(t => t.Status == request.Status.Value);
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if (!string.IsNullOrEmpty(request.SearchText))
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query = query.Where(t =>
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(t.PayeeName != null && t.PayeeName.Contains(request.SearchText)) ||
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(t.Memo != null && t.Memo.Contains(request.SearchText)) ||
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(t.ReferenceNumber != null && t.ReferenceNumber.Contains(request.SearchText)));
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var uncategorized = await query.OrderByDescending(t => t.Date).ToListAsync();
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if (uncategorized.Count == 0)
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return new ClassifyUncategorizedResponse(0, 0, 0);
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var classifications = await ClassifyTransactionsAsync(userId, uncategorized);
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int classified = 0;
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foreach (var c in classifications)
|
|
{
|
|
if (c.CategoryId.HasValue && c.TransactionIndex >= 0 && c.TransactionIndex < uncategorized.Count)
|
|
{
|
|
uncategorized[c.TransactionIndex].CategoryId = c.CategoryId.Value;
|
|
classified++;
|
|
|
|
if (settings.UpdatePayeeDefaults)
|
|
{
|
|
var txn = uncategorized[c.TransactionIndex];
|
|
if (txn.PayeeId.HasValue)
|
|
{
|
|
var payee = await _db.Payees.FindAsync(txn.PayeeId.Value);
|
|
if (payee != null && payee.DefaultCategoryId == null)
|
|
payee.DefaultCategoryId = c.CategoryId.Value;
|
|
}
|
|
}
|
|
}
|
|
}
|
|
|
|
await _db.SaveChangesAsync();
|
|
|
|
return new ClassifyUncategorizedResponse(uncategorized.Count, classified, uncategorized.Count - classified);
|
|
}
|
|
}
|