Commit Graph

4 Commits

Author SHA1 Message Date
soky srm
e290e3d4a1 Recurring transactions (#271)
* Implement recurring transactions support

* Amount fix

* Hide section when any filter is applied

* Add automatic identify feature

Automatic identification runs after:
  - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
  - Plaid sync completes
  - SimpleFIN sync completes
  - LunchFlow sync completes
- Any new provider that we create.

* Fix linter and tests

* Fix address review

* FIX proper text sizing

* Fix further linter

Use circular distance to handle month-boundary wrapping

* normalize to a circular representation before computing the median

* Better tests validation

* Added some UI info

Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.

* Fix styling

* Revert text subdued look

* Match structure of the other sections

* Styling

* Restore positive amounts styling

* Shorten label for UI styling

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-01 09:12:42 +01:00
Juan José Mata
e7e85748e4 Allow disabling AI assistant (#146)
* Test disabling AI assistant

* Leave "Maybe" out of it

* It's "sure" now
2025-10-22 22:11:01 +02:00
soky srm
8cd109a5b2 Implement support for generic OpenAI api (#213)
* Implement support for generic OpenAI api

- Implements support to route requests to any openAI capable provider ( Deepsek, Qwen, VLLM, LM Studio, Ollama ).
- Keeps support for pure OpenAI and uses the new better responses api
- Uses the /chat/completions api for the generic providers
- If uri_base is not set, uses default implementation.

* Fix json handling and indentation

* Fix linter error indent

* Fix tests to set env vars

* Fix updating settings

* Change to prefix checking for OAI models

* FIX check model if custom uri is set

* Change chat to sync calls

Some local models don't support streaming. Revert to sync calls for generic OAI api

* Fix tests

* Fix tests

* Fix for gpt5 message extraction

- Finds the message output by filtering for "type" == "message" instead of assuming it's at index 0
- Safely extracts the text using safe navigation operators (&.)
- Raises a clear error if no message content is found
- Parses the JSON as before

* Add more langfuse logging

- Add Langfuse to auto categorizer and merchant detector
- Fix monitoring on streaming chat responses
- Add Langfuse traces also for model errors now

* Update app/models/provider/openai.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: soky srm <sokysrm@gmail.com>

* handle nil function results explicitly

* Exposing some config vars.

* Linter and nitpick comments

* Drop back to `gpt-4.1` as default for now

* Linter

* Fix for strict tool schema in Gemini

- This fixes tool calling in Gemini OpenAI api
- Fix for getTransactions function, page size is not used.

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Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-10-22 16:02:50 +02:00
Juan José Mata
d054cd0bb2 Reorganize Settings sections + add LLM model/prompt configs (#116)
* Reshuffle/organize settings UI
* Settings: AI prompt display/minor touch-ups
* API key settings tests
* Moved import/export together
* Collapsible LLM prompt DIVs
* Add export tests
2025-08-22 20:43:24 +02:00