feat: add guarded savings agent tools
This commit is contained in:
Matthias
266
convex/savingsChatActionPlans.ts
Normal file
266
convex/savingsChatActionPlans.ts
Normal file
@@ -0,0 +1,266 @@
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import { mutation, query } from "./_generated/server";
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import { v } from "convex/values";
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import { assertOwned, requireUserId } from "./lib/helpers";
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import type { Doc, Id } from "./_generated/dataModel";
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import type { MutationCtx, QueryCtx } from "./_generated/server";
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const MAX_PLAN_OPERATIONS = 100;
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const planKindValidator = v.union(
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v.literal("bulk_recategory"),
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v.literal("category_changes"),
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);
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const planStatusValidator = v.union(
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v.literal("pending"),
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v.literal("applied"),
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v.literal("dismissed"),
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v.literal("expired"),
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);
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const operationValidator = v.union(
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v.object({
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type: v.literal("set_transaction_category"),
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transactionId: v.id("transactions"),
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fromCategoryId: v.optional(v.id("categories")),
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toCategoryId: v.id("categories"),
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}),
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v.object({
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type: v.literal("create_category"),
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name: v.string(),
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kind: v.union(v.literal("einnahme"), v.literal("ausgabe")),
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block: v.optional(v.union(v.literal("wiederkehrend"), v.literal("variabel"))),
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color: v.string(),
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icon: v.optional(v.string()),
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sortOrder: v.number(),
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}),
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v.object({
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type: v.literal("update_category"),
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categoryId: v.id("categories"),
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name: v.optional(v.string()),
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kind: v.optional(v.union(v.literal("einnahme"), v.literal("ausgabe"))),
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block: v.optional(v.union(v.literal("wiederkehrend"), v.literal("variabel"))),
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color: v.optional(v.string()),
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icon: v.optional(v.string()),
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sortOrder: v.optional(v.number()),
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}),
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);
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const previewRowValidator = v.object({
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date: v.optional(v.string()),
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description: v.string(),
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amount: v.optional(v.number()),
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currentCategoryName: v.optional(v.string()),
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targetCategoryName: v.optional(v.string()),
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action: v.optional(v.string()),
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});
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const actionPlanValidator = v.object({
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_id: v.id("agentActionPlans"),
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_creationTime: v.number(),
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userId: v.id("users"),
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sessionId: v.id("chatSessions"),
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kind: planKindValidator,
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status: planStatusValidator,
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summary: v.string(),
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affectedCount: v.number(),
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createdAt: v.number(),
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expiresAt: v.number(),
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operations: v.array(operationValidator),
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previewRows: v.array(previewRowValidator),
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resultSummary: v.optional(v.string()),
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});
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async function requireOwnedSession(
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ctx: QueryCtx | MutationCtx,
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sessionId: Id<"chatSessions">,
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userId: Id<"users">,
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) {
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const session = await assertOwned(await ctx.db.get(sessionId), userId, "Chat");
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if (session.isDeleted) throw new Error("Chat nicht gefunden");
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return session;
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}
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async function requireOwnedPlan(
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ctx: QueryCtx | MutationCtx,
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planId: Id<"agentActionPlans">,
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userId: Id<"users">,
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) {
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const plan = await assertOwned(await ctx.db.get(planId), userId, "Vorschlag");
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await requireOwnedSession(ctx, plan.sessionId, userId);
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return plan;
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}
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async function applyTransactionCategory(
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ctx: MutationCtx,
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userId: Id<"users">,
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operation: Extract<Doc<"agentActionPlans">["operations"][number], { type: "set_transaction_category" }>,
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) {
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const tx = await ctx.db.get(operation.transactionId);
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if (!tx || tx.userId !== userId) return false;
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const targetCategory = await ctx.db.get(operation.toCategoryId);
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if (!targetCategory || targetCategory.userId !== userId) return false;
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if (tx.categoryId !== operation.fromCategoryId) return false;
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await ctx.db.patch(tx._id, { categoryId: operation.toCategoryId });
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return true;
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}
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async function applyCreateCategory(
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ctx: MutationCtx,
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userId: Id<"users">,
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operation: Extract<Doc<"agentActionPlans">["operations"][number], { type: "create_category" }>,
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) {
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const name = operation.name.trim();
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if (!name) return false;
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if (operation.kind === "ausgabe" && !operation.block) return false;
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const existing = await ctx.db
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.query("categories")
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.withIndex("by_user_name", (index) =>
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index.eq("userId", userId).eq("name", name),
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)
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.unique();
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if (existing) return false;
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await ctx.db.insert("categories", {
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userId,
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name,
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kind: operation.kind,
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block: operation.kind === "ausgabe" ? operation.block : undefined,
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color: operation.color,
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icon: operation.icon,
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sortOrder: operation.sortOrder,
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isSystem: false,
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});
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return true;
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}
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async function applyUpdateCategory(
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ctx: MutationCtx,
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userId: Id<"users">,
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operation: Extract<Doc<"agentActionPlans">["operations"][number], { type: "update_category" }>,
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) {
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const category = await ctx.db.get(operation.categoryId);
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if (!category || category.userId !== userId) return false;
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const patch: Partial<Doc<"categories">> = {};
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for (const key of ["name", "kind", "block", "color", "icon", "sortOrder"] as const) {
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if (operation[key] !== undefined) {
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patch[key] = operation[key] as never;
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}
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}
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if (patch.name !== undefined) {
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const name = patch.name.trim();
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if (!name) return false;
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const existing = await ctx.db
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.query("categories")
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.withIndex("by_user_name", (index) => index.eq("userId", userId).eq("name", name))
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.unique();
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if (existing && existing._id !== operation.categoryId) return false;
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patch.name = name;
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}
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const kind = patch.kind ?? category.kind;
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const block = patch.block ?? category.block;
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if (kind === "ausgabe" && !block) return false;
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if (kind === "einnahme") patch.block = undefined;
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if (Object.keys(patch).length === 0) return false;
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await ctx.db.patch(operation.categoryId, patch);
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return true;
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}
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export const listPendingActionPlans = query({
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args: { sessionId: v.id("chatSessions"), now: v.optional(v.number()) },
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returns: v.array(actionPlanValidator),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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const session = await ctx.db.get(args.sessionId);
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if (!session || session.userId !== userId || session.isDeleted) return [];
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const now = args.now ?? Date.now();
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const plans = await ctx.db
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.query("agentActionPlans")
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.withIndex("by_user_session_status_created", (index) =>
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index
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.eq("userId", userId)
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.eq("sessionId", args.sessionId)
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.eq("status", "pending"),
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)
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.order("desc")
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.take(20);
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return plans.filter((plan) => plan.expiresAt > now);
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},
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});
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export const dismissActionPlan = mutation({
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args: { planId: v.id("agentActionPlans") },
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returns: v.null(),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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const plan = await requireOwnedPlan(ctx, args.planId, userId);
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if (plan.status !== "pending") return null;
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await ctx.db.patch(args.planId, {
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status: "dismissed",
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resultSummary: "Vorschlag verworfen",
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});
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return null;
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},
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});
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export const applyActionPlan = mutation({
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args: { planId: v.id("agentActionPlans"), now: v.optional(v.number()) },
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returns: v.object({
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appliedCount: v.number(),
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skippedCount: v.number(),
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status: planStatusValidator,
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summary: v.string(),
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}),
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handler: async (ctx, args) => {
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const userId = await requireUserId(ctx);
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const plan = await requireOwnedPlan(ctx, args.planId, userId);
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const now = args.now ?? Date.now();
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if (plan.status !== "pending") {
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return {
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appliedCount: 0,
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skippedCount: plan.operations.length,
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status: plan.status as "pending" | "applied" | "dismissed" | "expired",
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summary: plan.resultSummary ?? "Vorschlag ist nicht mehr offen",
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};
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}
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if (plan.expiresAt <= now) {
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await ctx.db.patch(args.planId, {
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status: "expired" as const,
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resultSummary: "Vorschlag ist abgelaufen",
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});
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return {
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appliedCount: 0,
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skippedCount: plan.operations.length,
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status: "expired" as const,
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summary: "Vorschlag ist abgelaufen",
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};
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}
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if (plan.operations.length > MAX_PLAN_OPERATIONS) {
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throw new Error("Zu viele Änderungen in einem Vorschlag");
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}
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let appliedCount = 0;
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let skippedCount = 0;
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for (const operation of plan.operations) {
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const applied =
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operation.type === "set_transaction_category"
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? await applyTransactionCategory(ctx, userId, operation)
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: operation.type === "create_category"
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? await applyCreateCategory(ctx, userId, operation)
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: await applyUpdateCategory(ctx, userId, operation);
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if (applied) {
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appliedCount++;
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} else {
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skippedCount++;
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}
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}
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const summary = `${appliedCount} Änderung${appliedCount === 1 ? "" : "en"} angewendet, ${skippedCount} übersprungen`;
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await ctx.db.patch(args.planId, {
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status: "applied" as const,
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resultSummary: summary,
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});
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return {
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appliedCount,
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skippedCount,
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status: "applied" as const,
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summary,
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};
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},
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});
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