* feat: Add PDF import with AI-powered document analysis
This enhances the import functionality to support PDF files with AI-powered
document analysis. When a PDF is uploaded, it is processed by AI to:
- Identify the document type (bank statement, credit card statement, etc.)
- Generate a summary of the document contents
- Extract key metadata (institution, dates, balances, transaction count)
After processing, an email is sent to the user asking for next steps.
Key changes:
- Add PdfImport model for handling PDF document imports
- Add Provider::Openai::PdfProcessor for AI document analysis
- Add ProcessPdfJob for async PDF processing
- Add PdfImportMailer for user notification emails
- Update imports controller to detect and handle PDF uploads
- Add PDF import option to the new import page
- Add i18n translations for all new strings
- Add comprehensive tests for the new functionality
* Add bank statement import with AI extraction
- Create ImportBankStatement assistant function for MCP
- Add BankStatementExtractor with chunked processing for small context windows
- Register function in assistant configurable
- Make PdfImport#pdf_file_content public for extractor access
- Increase OpenAI request timeout to 600s for slow local models
- Increase DB connection pool to 20 for concurrent operations
Tested with M-Pesa bank statement via remote Ollama (qwen3:8b):
- Successfully extracted 18 transactions
- Generated CSV and created TransactionImport
- Works with 3000 char chunks for small context windows
* Add pdf-reader gem dependency
The BankStatementExtractor uses PDF::Reader to parse bank statement
PDFs, but the gem was not properly declared in the Gemfile. This would
cause NameError in production when processing bank statements.
Added pdf-reader ~> 2.12 to Gemfile dependencies.
* Fix transaction deduplication to preserve legitimate duplicates
The previous deduplication logic removed ALL duplicate transactions based
on [date, amount, name], which would drop legitimate same-day duplicates
like multiple ATM withdrawals or card authorizations.
Changed to only deduplicate transactions that appear in consecutive chunks
(chunking artifacts) while preserving all legitimate duplicates within the
same chunk or non-adjacent chunks.
* Refactor bank statement extraction to use public provider method
Address code review feedback:
- Add public extract_bank_statement method to Provider::Openai
- Remove direct access to private client via send(:client)
- Update ImportBankStatement to use new public method
- Add require 'set' to BankStatementExtractor
- Remove PII-sensitive content from error logs
- Add defensive check for nil response.error
- Handle oversized PDF pages in chunking logic
- Remove unused process_native and process_generic methods
- Update email copy to reflect feature availability
- Add guard for nil document_type in email template
- Document pdf-reader gem rationale in Gemfile
Tested with both OpenAI (gpt-4o) and Ollama (qwen3:8b):
- OpenAI: 49 transactions extracted in 30s
- Ollama: 40 transactions extracted in 368s
- All encapsulation and error handling working correctly
* Update schema.rb with ai_summary and document_type columns
* Address PR #808 review comments
- Rename :csv_file to :import_file across controllers/views/tests
- Add PDF test fixture (sample_bank_statement.pdf)
- Add supports_pdf_processing? method for graceful degradation
- Revert unrelated database.yml pool change (600->3)
- Remove month_start_day schema bleed from other PR
- Fix PdfProcessor: use .strip instead of .strip_heredoc
- Add server-side PDF magic byte validation
- Conditionally show PDF import option when AI provider available
- Fix ProcessPdfJob: sanitize errors, handle update failure
- Move pdf_file attachment from Import to PdfImport
- Document deduplication logic limitations
- Fix ImportBankStatement: catch specific exceptions only
- Remove unnecessary require 'set'
- Remove dead json_schema method from PdfProcessor
- Reduce default OpenAI timeout from 600s to 60s
- Fix nil guard in text mailer template
- Add require 'csv' to ImportBankStatement
- Remove Gemfile pdf-reader comment
* Fix RuboCop indentation in ProcessPdfJob
* Refactor PDF import check to use model predicate method
Replace is_a?(PdfImport) type check with requires_csv_workflow? predicate
that leverages STI inheritance for cleaner controller logic.
* Fix missing 'unknown' locale key and schema version mismatch
- Add 'unknown: Unknown Document' to document_types locale
- Fix schema version to match latest migration (2026_01_24_180211)
* Document OPENAI_REQUEST_TIMEOUT env variable
Added to .env.local.example and docs/hosting/ai.md
* Rename ALLOWED_MIME_TYPES to ALLOWED_CSV_MIME_TYPES for clarity
* Add comment explaining requires_csv_workflow? predicate
* Remove redundant required_column_keys from PdfImport
Base class already returns [] by default
* Add ENV toggle to disable PDF processing for non-vision endpoints
OPENAI_SUPPORTS_PDF_PROCESSING=false can be used for OpenAI-compatible
endpoints (e.g., Ollama) that don't support vision/PDF processing.
* Wire up transaction extraction for PDF bank statements
- Add extracted_data JSONB column to imports
- Add extract_transactions method to PdfImport
- Call extraction in ProcessPdfJob for bank statements
- Store transactions in extracted_data for later review
* Fix ProcessPdfJob retry logic, sanitize and localize errors
- Allow retries after partial success (classification ok, extraction failed)
- Log sanitized error message instead of raw message to avoid data leakage
- Use i18n for user-facing error messages
* Add vision-capable model validation for PDF processing
* Fix drag-and-drop test to use correct field name csv_file
* Schema bleedover from another branch
* Fix drag-drop import form field name to match controller
* Add vision capability guard to process_pdf method
---------
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: mkdev11 <jaysmth689+github@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* 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.
---------
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>
* Domain model sketch
* Scaffold out rules domain
* Migrations
* Remove existing data enrichment for clean slate
* Sketch out business logic and basic tests
* Simplify rule scope building and action executions
* Get generator working again
* Basic implementation + tests
* Remove manual merchant management (rules will replace)
* Revert "Remove manual merchant management (rules will replace)"
This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e.
* Family and Provider merchants model
* Fix brakeman warnings
* Fix notification loader
* Update notification position
* Add Rule action and condition registries
* Rule form with compound conditions and tests
* Split out notification types, add CTA type
* Rules form builder and Stimulus controller
* Clean up rule registry domain
* Clean up rules stimulus controller
* CTA message for rule when user changes transaction category
* Fix tests
* Lint updates
* Centralize notifications in Notifiable concern
* Implement category rule prompts with auto backoff and option to disable
* Fix layout bug caused by merge conflict
* Initialize rule with correct action for category CTA
* Add rule deletions, get rules working
* Complete dynamic rule form, split Stimulus controllers by resource
* Fix failing tests
* Change test password to avoid chromium conflicts
* Update integration tests
* Centralize all test password references
* Add re-apply rule action
* Rule confirm modal
* Run migrations
* Trigger rule notification after inline category updates
* Clean up rule styles
* Basic attribute locking for rules
* Apply attribute locks on user edits
* Log data enrichments, only apply rules to unlocked attributes
* Fix merge errors
* Additional merge conflict fixes
* Form UI improvements, ignore attribute locks on manual rule application
* Batch AI auto-categorization of transactions
* Auto merchant detection, ai enrichment in batches
* Fix Plaid merchant assignments
* Plaid category matching
* Cleanup 1
* Test cleanup
* Remove stale route
* Fix desktop chat UI issues
* Fix mobile nav styling issues
