merge: convex chat history sync

backlog/tasks/task-1 - Add-complete-chat-transaction-context.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-1
 title: Add complete chat transaction context
-status: In Progress
+status: Done
 assignee: []
 created_date: '2026-06-15 13:52'
-updated_date: '2026-06-15 14:02'
+updated_date: '2026-06-15 19:54'
 labels: []
 dependencies: []
 priority: high
@@ -61,3 +61,9 @@ Final review:
 - Prior blocker resolved: effective-basis loading now includes rows without effectiveMonth via bookingDate fallback queries.
 - Fresh full npm run lint still fails only on unrelated existing files; no SavingsChatPage issue remains.
 <!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-2 - Render-category-expense-chart-values-as-positive-slices.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-2
 title: Render category expense chart values as positive slices
-status: In Progress
+status: Done
 assignee: []
 created_date: '2026-06-15 14:34'
-updated_date: '2026-06-15 14:48'
+updated_date: '2026-06-15 19:54'
 labels: []
 dependencies: []
 priority: high
@@ -60,3 +60,9 @@ Verification after layout update:
 
 Note: npm run build still emits the existing Vite chunk-size warning for the main bundle.
 <!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-3 - Build-read-only-savings-agent-with-tool-calls.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-3
 title: Build read-only savings agent with tool calls
-status: In Progress
+status: Done
 assignee: []
 created_date: '2026-06-15 19:02'
-updated_date: '2026-06-15 19:11'
+updated_date: '2026-06-15 19:54'
 labels: []
 dependencies: []
 priority: high
@@ -51,3 +51,9 @@ Verification:
 - PASS npm run build
 - BLOCKED npm run lint on pre-existing unrelated files: convex/bank/comdirectProvider.ts, convex/bank/config.ts, src/components/import/TanAwaitDialog.tsx, layout/ui fast-refresh exports, SettingsPage.tsx, generated eslint-disable warnings, and existing React compiler warnings. No TASK-3 touched file appears in the full-lint error list.
 <!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-4 - Add-selection-total-to-transactions.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-4
 title: Add selection total to transactions
-status: In Progress
+status: Done
 assignee: []
 created_date: '2026-06-15 19:21'
-updated_date: '2026-06-15 19:24'
+updated_date: '2026-06-15 19:54'
 labels: []
 dependencies: []
 priority: high
@@ -39,3 +39,9 @@ Add table selection controls on the transactions page so visible/filtered rows c
 <!-- SECTION:NOTES:BEGIN -->
 Added failing Vitest coverage for visible bulk selection and selected totals, then implemented transactionsSelection helpers and wired TransactionsPage header checkbox plus selected count/sum. Focused test and build pass. Global lint currently fails on pre-existing unrelated lint errors in Convex/generated/UI files.
 <!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-5 - Make-transaction-filters-combinable.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-5
 title: Make transaction filters combinable
-status: In Progress
+status: Done
 assignee: []
 created_date: '2026-06-15 19:32'
-updated_date: '2026-06-15 19:34'
+updated_date: '2026-06-15 19:54'
 labels: []
 dependencies: []
 priority: high
@@ -38,3 +38,9 @@ Fix the transactions page so global timeframe, account, and month-basis filters
 <!-- SECTION:NOTES:BEGIN -->
 Root cause: TransactionsPage did not pass global from/to/account/monthBasis filters into api.transactions.list, and transactions.list ignored date filters on the search-index path. Added red Convex tests covering combined filters and effective-month basis, then added basis/date filtering in the query and wired global filters from the page. Focused tests and build pass.
 <!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-6 - Add-transaction-filter-reset-button.md

@@ -1,10 +1,10 @@
 ---
 id: TASK-6
 title: Add transaction filter reset button
-status: In Progress
+status: Done
 assignee: []
 created_date: '2026-06-15 19:35'
-updated_date: '2026-06-15 19:37'
+updated_date: '2026-06-15 19:54'
 labels: []
 dependencies: []
 priority: medium
@@ -30,3 +30,9 @@ Add a reset button on the transactions page that clears the active filter combin
 <!-- SECTION:NOTES:BEGIN -->
 Added a transactions toolbar reset button using shared reset defaults. The button clears global filters (current month, all accounts, no categories, effective month basis), clears page filters (search, type, pending-only), and clears row selection. Added Vitest coverage for reset defaults. Focused tests and build pass.
 <!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-7 - Add-all-read-only-savings-agent-insight-tools.md

@@ -0,0 +1,54 @@
+---
+id: TASK-7
+title: Add all read-only savings agent insight tools
+status: Done
+assignee: []
+created_date: '2026-06-15 19:39'
+updated_date: '2026-06-15 19:54'
+labels: []
+dependencies: []
+priority: high
+ordinal: 7000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Expand Talk to Savings with eight additional read-only AI SDK tools for accounts, categories, recurring transactions, anomalies, uncategorized transactions, period comparison, fixed-cost forecasting, and savings-rate explanations.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Agent registers all eight new read-only tools and returns compact trace summaries without raw/private fields
+- [x] #2 Metadata and data-quality tools return scoped, sanitized accounts, categories, and uncategorized transaction insight
+- [x] #3 Period, savings-rate, recurring, fixed-cost forecast, and anomaly tools compute deterministic aggregates
+- [x] #4 Convex tests cover each new tool and mocked ask() registration
+- [x] #5 Focused tests, targeted lint, build, and full lint status are documented
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add failing coverage for all eight read-only savings insight tools and ask() registry
+2. Implement scoped/sanitized internal Convex queries and deterministic finance helpers
+3. Register the tools in savingsChat.ask and add compact trace summaries
+4. Verify focused tests, targeted lint, build, and document full-lint blockers
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented eight new read-only tools in convex/savingsChat.ts: accounts, categories, recurring patterns, anomalies, uncategorized transactions, period comparison, fixed-cost forecast, and savings-rate explanation.
+Verification: npx vitest convex/savingsChat.test.ts --run --reporter=dot passed (17 tests).
+Verification: npx eslint convex/savingsChat.ts convex/savingsChat.test.ts src/pages/SavingsChatPage.tsx passed.
+Verification: npm run build passed with existing Vite chunk-size warning.
+Full npm run lint still fails on unrelated existing files: convex/bank/comdirectProvider.ts, convex/bank/config.ts, src/components/import/TanAwaitDialog.tsx, several react-refresh only-export-components files, and src/pages/SettingsPage.tsx; warnings also remain in generated Convex files and React Hook Form/TanStack Table locations.
+
+Hardened compare_periods snapshots to omit category IDs while keeping existing summarize_spending output compatible. Re-ran focused Vitest, targeted ESLint, and build successfully after this change.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Closed as Done after explicit user confirmation to mark all tasks done. Implementation and verification notes are already recorded on the task.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-8 - Fix-savings-tool-category-matching.md

@@ -0,0 +1,47 @@
+---
+id: TASK-8
+title: Fix savings tool category matching
+status: In Progress
+assignee: []
+created_date: '2026-06-15 20:10'
+updated_date: '2026-06-15 20:19'
+labels: []
+dependencies: []
+priority: high
+ordinal: 8000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Make Talk to Savings read-only tools resolve user/model category names like Supermärkte or Lebensmittel und Supermarkt to existing categories such as Lebensmittel & Supermarkt, and surface diagnostics instead of misleading silent zero results.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Category filter aliases resolve ampersand/und, casing, punctuation, umlauts, and simple German plural/flexion variants
+- [x] #2 All savings tools that accept categoryNames use shared resolution diagnostics
+- [x] #3 Unknown or ambiguous category filters return diagnostics and compact trace summaries instead of silently confident zero results
+- [x] #4 Regression tests cover Lebensmittel und Supermarkt, Supermärkte, unknown diagnostics, and trace summaries
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add failing Convex regression tests for tolerant categoryNames and diagnostics
+2. Implement shared category-name normalization and resolver in convex/savingsChat.ts
+3. Thread diagnostics through every categoryNames-aware tool output and compact traces
+4. Update tool/prompt guidance to avoid confident zero answers on unresolved filters
+5. Run focused Vitest, targeted ESLint, and production build
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implemented shared tolerant category resolver for savings tools and added diagnostics to categoryNames-aware outputs.
+Verification passed: npx vitest convex/savingsChat.test.ts --run (20 tests), npx eslint convex/savingsChat.ts convex/savingsChat.test.ts, npm run build (with existing Vite chunk-size warning).
+
+Added an additional regression test to preserve the virtual Ohne Kategorie filter while moving categoryNames to resolver-based category IDs. Re-ran focused Vitest, targeted ESLint, and build successfully after this adjustment.
+
+Addressed QA review findings: added ASCII transliteration coverage for Supermaerkte, explicit ambiguous category filter coverage, and multi-diagnostic compact trace summaries. Final verification passed: npx vitest convex/savingsChat.test.ts --run (22 tests), npx eslint convex/savingsChat.ts convex/savingsChat.test.ts, npm run build (with existing Vite chunk-size warning).
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-9 - Add-Convex-synced-savings-chat-history.md

@@ -0,0 +1,72 @@
+---
+id: TASK-9
+title: Add Convex-synced savings chat history
+status: Done
+assignee: []
+created_date: '2026-06-16 07:58'
+updated_date: '2026-06-16 08:23'
+labels: []
+dependencies: []
+priority: high
+ordinal: 9000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Persist savings chat sessions and messages in Convex per authenticated user so chat history syncs across devices, with automatic one-time import of existing localStorage chats.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Chat sessions and messages are stored in Convex per authenticated user and synchronize across devices
+- [x] #2 Existing localStorage savings chats are imported once, deduplicated by legacy local id, and old local data is not deleted
+- [x] #3 Sending a chat message stores both user and assistant messages, including assistant tool traces
+- [x] #4 Deleting a chat hides it account-wide and unauthorized users cannot read or mutate another user's chats
+- [x] #5 Focused Convex tests, focused ESLint, and build verification are run and recorded
+<!-- AC:END -->
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Add failing Convex tests for user-scoped chat history, legacy import, sendMessage persistence, and deletion
+2. Add chatSessions/chatMessages schema tables
+3. Implement savingsChatHistory queries and mutations
+4. Refactor savingsChat AI generation helper and add sendMessage action
+5. Move SavingsChatPage to Convex-backed state and automatic legacy import
+6. Run focused tests, focused lint, build, and record verification notes
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Implementation completed on branch codex/convex-chat-history-sync.
+
+Verification:
+- RED verified first: npx vitest convex/savingsChat.test.ts --run failed with 3 missing chat-history/sendMessage tests.
+- PASS npx vitest convex/savingsChat.test.ts --run (25 tests).
+- PASS npx eslint convex/schema.ts convex/savingsChat.ts convex/savingsChatHistory.ts convex/savingsChat.test.ts src/pages/SavingsChatPage.tsx src/components/chat/ChatHistory.tsx.
+- PASS npm run build (Vite chunk-size warning remains).
+- FULL LINT npm run lint still fails on pre-existing unrelated files: convex/bank/comdirectProvider.ts, convex/bank/config.ts, src/components/import/TanAwaitDialog.tsx, layout/ui fast-refresh exports, src/main.tsx, src/pages/SettingsPage.tsx, plus existing React Compiler warnings. No changed feature file appears in the full-lint error list.
+
+Notes:
+- Ran npx convex codegen; first sandboxed attempt failed on DNS/fetch to Sentry, rerun outside sandbox succeeded and updated convex/_generated/api.d.ts.
+- Backlog task remains In Progress pending explicit user confirmation after manual testing.
+
+Review follow-up:
+- Addressed code-review finding: legacy import marker is now scoped by current Convex user id instead of only browser-global.
+- Addressed code-review finding: sendMessage now persists an assistant failure message if AI generation fails after saving the user message.
+- Added regression coverage for unauthorized listMessages, unauthorized sendMessage, and failed-generation persistence.
+
+Final verification after review fixes:
+- PASS npx vitest convex/savingsChat.test.ts --run (26 tests).
+- PASS npx eslint convex/schema.ts convex/savingsChat.ts convex/savingsChatHistory.ts convex/savingsChat.test.ts src/pages/SavingsChatPage.tsx src/components/chat/ChatHistory.tsx.
+- PASS npm run build (Vite chunk-size warning remains).
+- FULL LINT npm run lint still fails only on pre-existing unrelated files and generated-file warnings; no changed feature file is in the full-lint error list.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Shipped Convex-backed savings chat history sync with user-scoped sessions/messages, automatic per-user legacy localStorage import, server-persisted sendMessage flow, account-wide delete behavior, authorization coverage, and focused verification. Full lint still has unrelated pre-existing failures documented in notes.
+<!-- SECTION:FINAL_SUMMARY:END -->

convex/_generated/api.d.ts

@@ -35,6 +35,7 @@ import type * as lib_month from "../lib/month.js";
 import type * as lib_seedCategories from "../lib/seedCategories.js";
 import type * as loans from "../loans.js";
 import type * as savingsChat from "../savingsChat.js";
+import type * as savingsChatHistory from "../savingsChatHistory.js";
 import type * as settings from "../settings.js";
 import type * as transactions from "../transactions.js";
 import type * as users from "../users.js";
@@ -73,6 +74,7 @@ declare const fullApi: ApiFromModules<{
   "lib/seedCategories": typeof lib_seedCategories;
   loans: typeof loans;
   savingsChat: typeof savingsChat;
+  savingsChatHistory: typeof savingsChatHistory;
   settings: typeof settings;
   transactions: typeof transactions;
   users: typeof users;

convex/savingsChatHistory.ts

@@ -0,0 +1,266 @@
+import { paginationOptsValidator, paginationResultValidator } from "convex/server";
+import { v } from "convex/values";
+import { internalMutation, internalQuery, mutation, query } from "./_generated/server";
+import type { Id } from "./_generated/dataModel";
+import type { MutationCtx, QueryCtx } from "./_generated/server";
+import { assertOwned, requireUserId } from "./lib/helpers";
+
+const initialAssistantMessage =
+  "Frag mich zu deinen Umsätzen – ich werte sie im aktuellen Zeitraum aus.";
+
+const toolTraceValidator = v.object({
+  name: v.string(),
+  inputSummary: v.string(),
+  resultSummary: v.string(),
+});
+
+const chatRoleValidator = v.union(v.literal("user"), v.literal("assistant"));
+
+const importMessageValidator = v.object({
+  role: chatRoleValidator,
+  content: v.string(),
+  toolTrace: v.optional(v.array(toolTraceValidator)),
+});
+
+const sessionValidator = v.object({
+  _id: v.id("chatSessions"),
+  _creationTime: v.number(),
+  userId: v.id("users"),
+  title: v.string(),
+  createdAt: v.number(),
+  updatedAt: v.number(),
+  messageCount: v.number(),
+  legacyLocalId: v.optional(v.string()),
+  isDeleted: v.boolean(),
+});
+
+const messageValidator = v.object({
+  _id: v.id("chatMessages"),
+  _creationTime: v.number(),
+  userId: v.id("users"),
+  sessionId: v.id("chatSessions"),
+  role: chatRoleValidator,
+  content: v.string(),
+  createdAt: v.number(),
+  toolTrace: v.optional(v.array(toolTraceValidator)),
+});
+
+const promptMessageValidator = v.object({
+  role: chatRoleValidator,
+  content: v.string(),
+});
+
+function normalizeTitle(title: string | undefined) {
+  const trimmed = title?.trim();
+  return trimmed ? trimmed : "Neuer Chat";
+}
+
+function titleFromContent(content: string) {
+  const trimmed = content.trim();
+  if (!trimmed) return "Neuer Chat";
+  return trimmed.length > 44 ? `${trimmed.slice(0, 44)}…` : trimmed;
+}
+
+async function requireOwnedSession(
+  ctx: QueryCtx | MutationCtx,
+  sessionId: Id<"chatSessions">,
+  userId: Id<"users">,
+) {
+  const session = await assertOwned(await ctx.db.get(sessionId), userId, "Chat");
+  if (session.isDeleted) throw new Error("Chat nicht gefunden");
+  return session;
+}
+
+export const listSessions = query({
+  args: { paginationOpts: paginationOptsValidator },
+  returns: paginationResultValidator(sessionValidator),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    return await ctx.db
+      .query("chatSessions")
+      .withIndex("by_user_deleted_updated", (index) =>
+        index.eq("userId", userId).eq("isDeleted", false),
+      )
+      .order("desc")
+      .paginate(args.paginationOpts);
+  },
+});
+
+export const listMessages = query({
+  args: {
+    sessionId: v.id("chatSessions"),
+    paginationOpts: paginationOptsValidator,
+  },
+  returns: paginationResultValidator(messageValidator),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    await requireOwnedSession(ctx, args.sessionId, userId);
+    return await ctx.db
+      .query("chatMessages")
+      .withIndex("by_user_session_created", (index) =>
+        index.eq("userId", userId).eq("sessionId", args.sessionId),
+      )
+      .order("desc")
+      .paginate(args.paginationOpts);
+  },
+});
+
+export const createSession = mutation({
+  args: { title: v.optional(v.string()) },
+  returns: v.object({ sessionId: v.id("chatSessions") }),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    const now = Date.now();
+    const sessionId = await ctx.db.insert("chatSessions", {
+      userId,
+      title: normalizeTitle(args.title),
+      createdAt: now,
+      updatedAt: now,
+      messageCount: 1,
+      isDeleted: false,
+    });
+    await ctx.db.insert("chatMessages", {
+      userId,
+      sessionId,
+      role: "assistant",
+      content: initialAssistantMessage,
+      createdAt: now,
+    });
+    return { sessionId };
+  },
+});
+
+export const deleteSession = mutation({
+  args: { sessionId: v.id("chatSessions") },
+  returns: v.null(),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    await requireOwnedSession(ctx, args.sessionId, userId);
+    await ctx.db.patch(args.sessionId, {
+      isDeleted: true,
+      updatedAt: Date.now(),
+    });
+    return null;
+  },
+});
+
+export const importLocalSession = mutation({
+  args: {
+    legacyLocalId: v.string(),
+    title: v.string(),
+    createdAt: v.number(),
+    updatedAt: v.number(),
+    messages: v.array(importMessageValidator),
+  },
+  returns: v.object({ sessionId: v.id("chatSessions") }),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    const existing = await ctx.db
+      .query("chatSessions")
+      .withIndex("by_user_legacyLocalId", (index) =>
+        index.eq("userId", userId).eq("legacyLocalId", args.legacyLocalId),
+      )
+      .unique();
+    if (existing) return { sessionId: existing._id };
+
+    const sessionId = await ctx.db.insert("chatSessions", {
+      userId,
+      title: normalizeTitle(args.title),
+      createdAt: args.createdAt,
+      updatedAt: args.updatedAt,
+      messageCount: args.messages.length,
+      legacyLocalId: args.legacyLocalId,
+      isDeleted: false,
+    });
+
+    for (const [index, message] of args.messages.entries()) {
+      await ctx.db.insert("chatMessages", {
+        userId,
+        sessionId,
+        role: message.role,
+        content: message.content,
+        createdAt: args.createdAt + index,
+        ...(message.toolTrace ? { toolTrace: message.toolTrace } : {}),
+      });
+    }
+
+    return { sessionId };
+  },
+});
+
+export const appendUserMessage = internalMutation({
+  args: {
+    sessionId: v.id("chatSessions"),
+    content: v.string(),
+  },
+  returns: v.object({ messageId: v.id("chatMessages") }),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    const session = await requireOwnedSession(ctx, args.sessionId, userId);
+    const now = Date.now();
+    const messageId = await ctx.db.insert("chatMessages", {
+      userId,
+      sessionId: args.sessionId,
+      role: "user",
+      content: args.content,
+      createdAt: now,
+    });
+    await ctx.db.patch(args.sessionId, {
+      title: session.title === "Neuer Chat" ? titleFromContent(args.content) : session.title,
+      updatedAt: now,
+      messageCount: session.messageCount + 1,
+    });
+    return { messageId };
+  },
+});
+
+export const appendAssistantMessage = internalMutation({
+  args: {
+    sessionId: v.id("chatSessions"),
+    content: v.string(),
+    toolTrace: v.optional(v.array(toolTraceValidator)),
+  },
+  returns: v.object({ messageId: v.id("chatMessages") }),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    const session = await requireOwnedSession(ctx, args.sessionId, userId);
+    const now = Date.now();
+    const messageId = await ctx.db.insert("chatMessages", {
+      userId,
+      sessionId: args.sessionId,
+      role: "assistant",
+      content: args.content,
+      createdAt: now,
+      ...(args.toolTrace ? { toolTrace: args.toolTrace } : {}),
+    });
+    await ctx.db.patch(args.sessionId, {
+      updatedAt: now,
+      messageCount: session.messageCount + 1,
+    });
+    return { messageId };
+  },
+});
+
+export const getRecentMessagesForPrompt = internalQuery({
+  args: {
+    sessionId: v.id("chatSessions"),
+    limit: v.number(),
+  },
+  returns: v.array(promptMessageValidator),
+  handler: async (ctx, args) => {
+    const userId = await requireUserId(ctx);
+    await requireOwnedSession(ctx, args.sessionId, userId);
+    const limit = Math.max(1, Math.min(50, Math.floor(args.limit)));
+    const messages = await ctx.db
+      .query("chatMessages")
+      .withIndex("by_user_session_created", (index) =>
+        index.eq("userId", userId).eq("sessionId", args.sessionId),
+      )
+      .order("desc")
+      .take(limit);
+    return messages.reverse().map((message) => ({
+      role: message.role,
+      content: message.content,
+    }));
+  },
+});

convex/schema.ts

@@ -9,6 +9,12 @@ const loanStatus = v.union(
   v.literal("abbezahlt"),
   v.literal("pausiert"),
 );
+const chatRole = v.union(v.literal("user"), v.literal("assistant"));
+const chatToolTrace = v.object({
+  name: v.string(),
+  inputSummary: v.string(),
+  resultSummary: v.string(),
+});
 
 export default defineSchema({
   ...authTables,
@@ -175,4 +181,25 @@ export default defineSchema({
     isDecoupled: v.optional(v.boolean()),
     submittedTan: v.optional(v.string()),
   }).index("by_user", ["userId"]),
+
+  chatSessions: defineTable({
+    userId: v.id("users"),
+    title: v.string(),
+    createdAt: v.number(),
+    updatedAt: v.number(),
+    messageCount: v.number(),
+    legacyLocalId: v.optional(v.string()),
+    isDeleted: v.boolean(),
+  })
+    .index("by_user_deleted_updated", ["userId", "isDeleted", "updatedAt"])
+    .index("by_user_legacyLocalId", ["userId", "legacyLocalId"]),
+
+  chatMessages: defineTable({
+    userId: v.id("users"),
+    sessionId: v.id("chatSessions"),
+    role: chatRole,
+    content: v.string(),
+    createdAt: v.number(),
+    toolTrace: v.optional(v.array(chatToolTrace)),
+  }).index("by_user_session_created", ["userId", "sessionId", "createdAt"]),
 });

src/pages/SavingsChatPage.tsx

@@ -1,7 +1,8 @@
-import { type FormEvent, useEffect, useRef, useState } from "react";
-import { useAction, useQuery } from "convex/react";
+import { type FormEvent, useEffect, useMemo, useRef, useState } from "react";
+import { useAction, useMutation, usePaginatedQuery, useQuery } from "convex/react";
 import { MessageCircle, Send, Loader2 } from "lucide-react";
 import { api } from "../../convex/_generated/api";
+import type { Id } from "../../convex/_generated/dataModel";
 import { useAccountFilterId } from "@/components/layout/AccountFilter";
 import { useFilters } from "@/context/FilterContext";
 import { Button } from "@/components/ui/button";
@@ -23,20 +24,22 @@ type AssistantChatMessage = {
   toolTrace?: ToolTrace[];
 };
 type ChatMessage = UserChatMessage | AssistantChatMessage;
-type ChatSession = {
+type LegacyChatSession = {
   id: string;
   title: string;
   createdAt: number;
   updatedAt: number;
   messages: ChatMessage[];
 };
+type DisplayChatMessage = ChatMessage & { _id: string };
 
 const STORAGE_KEY = "savings-chat-sessions";
+const IMPORTED_KEY = "savings-chat-sessions-imported-v1";
 const initialAssistantMessage: ChatMessage = {
   role: "assistant",
   content: "Frag mich zu deinen Umsätzen – ich werte sie im aktuellen Zeitraum aus.",
 };
-const fallbackMessages = [initialAssistantMessage];
+const fallbackMessages: DisplayChatMessage[] = [{ ...initialAssistantMessage, _id: "fallback-0" }];
 
 function normalizeToolTrace(value: unknown): ToolTrace[] | undefined {
   if (!Array.isArray(value)) return undefined;
@@ -84,7 +87,7 @@ function isChatMessage(value: ChatMessage | null): value is ChatMessage {
   return value !== null;
 }
 
-function normalizeSession(value: unknown): ChatSession | null {
+function normalizeSession(value: unknown): LegacyChatSession | null {
   if (!value || typeof value !== "object") return null;
   const candidate = value as Record<string, unknown>;
   if (
@@ -109,53 +112,57 @@ function normalizeSession(value: unknown): ChatSession | null {
   };
 }
 
-function createSession(): ChatSession {
-  const now = Date.now();
-  const randomId =
-    typeof crypto !== "undefined" && "randomUUID" in crypto
-      ? crypto.randomUUID()
-      : `${now}-${Math.random().toString(36).slice(2)}`;
-
-  return {
-    id: randomId,
-    title: "Neuer Chat",
-    createdAt: now,
-    updatedAt: now,
-    messages: [initialAssistantMessage],
-  };
-}
-
-function loadSessions(): ChatSession[] {
+function loadLegacySessions(): LegacyChatSession[] {
   try {
     const raw = localStorage.getItem(STORAGE_KEY);
-    if (!raw) return [createSession()];
+    if (!raw) return [];
     const parsed: unknown = JSON.parse(raw);
-    if (!Array.isArray(parsed) || parsed.length === 0) return [createSession()];
-    const sessions = parsed.map(normalizeSession);
-    if (sessions.some((session) => session === null)) return [createSession()];
-    return sessions as ChatSession[];
+    if (!Array.isArray(parsed)) return [];
+    return parsed
+      .map(normalizeSession)
+      .filter((session): session is LegacyChatSession => session !== null)
+      .filter((session) => session.messages.some((message) => message.role === "user"));
   } catch {
-    return [createSession()];
+    return [];
   }
 }
 
-function titleFromMessages(messages: ChatMessage[]) {
-  const firstUserMessage = messages.find((message) => message.role === "user")?.content.trim();
-  if (!firstUserMessage) return "Neuer Chat";
-  return firstUserMessage.length > 44 ? `${firstUserMessage.slice(0, 44)}…` : firstUserMessage;
-}
-
 export function SavingsChatPage() {
   const { from, to, monthBasis } = useFilters();
   const accountId = useAccountFilterId();
 
   const [draft, setDraft] = useState("");
-  const [sessions, setSessions] = useState<ChatSession[]>(loadSessions);
-  const [activeSessionId, setActiveSessionId] = useState(() => sessions[0]?.id ?? "");
+  const [selectedSessionId, setSelectedSessionId] = useState<Id<"chatSessions"> | undefined>();
   const [isSubmitting, setIsSubmitting] = useState(false);
+  const [legacyImportResult, setLegacyImportResult] = useState<{
+    key: string;
+    importedCount: number;
+  } | null>(null);
+  const legacyImportStartedRef = useRef<string | undefined>(undefined);
+  const createInitialStartedRef = useRef(false);
   const listRef = useRef<HTMLDivElement | null>(null);
-  const activeSession = sessions.find((session) => session.id === activeSessionId) ?? sessions[0];
-  const messages = activeSession?.messages ?? fallbackMessages;
+
+  const sessionsQuery = usePaginatedQuery(
+    api.savingsChatHistory.listSessions,
+    {},
+    { initialNumItems: 50 },
+  );
+  const sessions = sessionsQuery.results;
+  const activeSessionId =
+    selectedSessionId && sessions.some((session) => session._id === selectedSessionId)
+      ? selectedSessionId
+      : sessions[0]?._id;
+  const activeSession = sessions.find((session) => session._id === activeSessionId);
+  const messagesQuery = usePaginatedQuery(
+    api.savingsChatHistory.listMessages,
+    activeSessionId ? { sessionId: activeSessionId } : "skip",
+    { initialNumItems: 100 },
+  );
+  const messages = useMemo(
+    () => [...messagesQuery.results].reverse() as DisplayChatMessage[],
+    [messagesQuery.results],
+  );
+  const displayMessages = activeSessionId && messages.length > 0 ? messages : fallbackMessages;
 
   const context = useQuery(api.savingsChat.getContext, {
     from,
@@ -163,9 +170,23 @@ export function SavingsChatPage() {
     accountId,
     basis: monthBasis,
   });
-  const ask = useAction(api.savingsChat.ask);
+  const currentUser = useQuery(api.users.currentUser);
+  const createSession = useMutation(api.savingsChatHistory.createSession);
+  const deleteSession = useMutation(api.savingsChatHistory.deleteSession);
+  const importLocalSession = useMutation(api.savingsChatHistory.importLocalSession);
+  const sendMessage = useAction(api.savingsChat.sendMessage);
+  const importMarkerKey = currentUser ? `${IMPORTED_KEY}:${currentUser._id}` : undefined;
+  const legacyImportComplete = Boolean(
+    importMarkerKey &&
+      (legacyImportResult?.key === importMarkerKey ||
+        localStorage.getItem(importMarkerKey) === "true"),
+  );
+  const legacyImportedCount =
+    legacyImportResult && legacyImportResult.key === importMarkerKey
+      ? legacyImportResult.importedCount
+      : 0;
 
-  const buttonDisabled = isSubmitting || draft.trim().length === 0;
+  const buttonDisabled = isSubmitting || draft.trim().length === 0 || !activeSessionId;
 
   const formatAmount = (amount: number) =>
     new Intl.NumberFormat("de-DE", {
@@ -182,92 +203,120 @@ export function SavingsChatPage() {
 
   useEffect(() => {
     listRef.current?.lastElementChild?.scrollIntoView({ behavior: "smooth" });
-  }, [messages]);
+  }, [displayMessages.length, activeSessionId]);
 
   useEffect(() => {
-    localStorage.setItem(STORAGE_KEY, JSON.stringify(sessions));
-  }, [sessions]);
-
-  const updateSession = (id: string, nextMessages: ChatMessage[]) => {
-    const now = Date.now();
-    setSessions((prev) =>
-      prev.map((session) =>
-        session.id === id
-          ? {
-              ...session,
-              title: titleFromMessages(nextMessages),
-              updatedAt: now,
-              messages: nextMessages,
-            }
-          : session,
-      ),
+    if (!importMarkerKey || legacyImportComplete || legacyImportStartedRef.current === importMarkerKey) return;
+    legacyImportStartedRef.current = importMarkerKey;
+    const legacySessions = loadLegacySessions();
+    if (legacySessions.length === 0) {
+      localStorage.setItem(importMarkerKey, "true");
+      void Promise.resolve().then(() =>
+        setLegacyImportResult({ key: importMarkerKey, importedCount: 0 }),
       );
-  };
+      return;
+    }
+
+    let importedCount = 0;
+    void Promise.all(
+      legacySessions.map((session) =>
+        importLocalSession({
+          legacyLocalId: session.id,
+          title: session.title,
+          createdAt: session.createdAt,
+          updatedAt: session.updatedAt,
+          messages: session.messages,
+        }),
+      ),
+    )
+      .then(() => {
+        importedCount = legacySessions.length;
+        localStorage.setItem(importMarkerKey, "true");
+      })
+      .catch((error) => {
+        console.error(error);
+        toast.error("Lokale Chat-Historie konnte nicht importiert werden.");
+      })
+      .finally(() => {
+        setLegacyImportResult({ key: importMarkerKey, importedCount });
+      });
+  }, [importLocalSession, importMarkerKey, legacyImportComplete]);
+
+  useEffect(() => {
+    if (
+      !legacyImportComplete ||
+      legacyImportedCount > 0 ||
+      sessionsQuery.status === "LoadingFirstPage" ||
+      sessions.length > 0 ||
+      createInitialStartedRef.current
+    ) {
+      return;
+    }
+
+    createInitialStartedRef.current = true;
+    void createSession({ title: "Neuer Chat" })
+      .then((session) => setSelectedSessionId(session.sessionId))
+      .catch((error) => {
+        console.error(error);
+        toast.error("Neuer Chat konnte nicht erstellt werden.");
+      });
+  }, [createSession, legacyImportComplete, legacyImportedCount, sessions.length, sessionsQuery.status]);
 
   const createNewChat = () => {
-    const session = createSession();
-    setSessions((prev) => [session, ...prev]);
-    setActiveSessionId(session.id);
     setDraft("");
+    void createSession({ title: "Neuer Chat" })
+      .then((session) => setSelectedSessionId(session.sessionId))
+      .catch((error) => {
+        console.error(error);
+        toast.error("Neuer Chat konnte nicht erstellt werden.");
+      });
   };
 
   const deleteChat = (id: string) => {
-    const remaining = sessions.filter((session) => session.id !== id);
-    const nextSessions = remaining.length > 0 ? remaining : [createSession()];
-    setSessions(nextSessions);
-    if (id === activeSessionId) setActiveSessionId(nextSessions[0].id);
+    void deleteSession({ sessionId: id as Id<"chatSessions"> })
+      .then(() => {
+        if (id === activeSessionId) {
+          const nextSession = sessions.find((session) => session._id !== id);
+          setSelectedSessionId(nextSession?._id);
+        }
+      })
+      .catch((error) => {
+        console.error(error);
+        toast.error("Chat konnte nicht gelöscht werden.");
+      });
   };
 
-  const historyItems: ChatHistoryItem[] = sessions
-    .map((session) => ({
-      id: session.id,
+  const historyItems: ChatHistoryItem[] = useMemo(
+    () =>
+      sessions.map((session) => ({
+        id: session._id,
         title: session.title,
         updatedAt: session.updatedAt,
-      messageCount: session.messages.length,
-    }))
-    .sort((a, b) => b.updatedAt - a.updatedAt);
+        messageCount: session.messageCount,
+      })),
+    [sessions],
+  );
 
   const submit = async (event: FormEvent) => {
     event.preventDefault();
     const content = draft.trim();
-    if (!content || isSubmitting) return;
+    if (!content || isSubmitting || !activeSessionId) return;
 
-    const submittedSessionId = activeSessionId;
-    const typedNextMessages: ChatMessage[] = [...messages, { role: "user", content }];
-    updateSession(submittedSessionId, typedNextMessages);
     setDraft("");
     setIsSubmitting(true);
 
     try {
-      const response = await ask({
-        messages: typedNextMessages.map((message) => ({
-          role: message.role,
-          content: message.content,
-        })),
+      await sendMessage({
+        sessionId: activeSessionId,
+        content,
         from,
         to,
         accountId,
         basis: monthBasis,
-      }) as { answer: string; toolTrace?: unknown };
-
-      updateSession(submittedSessionId, [
-        ...typedNextMessages,
-        {
-          role: "assistant",
-          content: response.answer,
-          toolTrace: normalizeToolTrace(response.toolTrace),
-        },
-      ]);
+      });
     } catch (error) {
       console.error(error);
       toast.error("Antwort konnte nicht geladen werden.");
-      updateSession(submittedSessionId, [
-        ...typedNextMessages,
-        {
-          role: "assistant",
-          content: "Ich konnte gerade keine Antwort erzeugen. Bitte später erneut versuchen.",
-        },
-      ]);
     } finally {
       setIsSubmitting(false);
     }
@@ -277,8 +326,8 @@ export function SavingsChatPage() {
     <div className="grid gap-4 xl:grid-cols-[280px_minmax(0,1fr)]">
       <ChatHistory
         items={historyItems}
-        activeId={activeSessionId}
-        onSelect={setActiveSessionId}
+        activeId={activeSessionId ?? ""}
+        onSelect={(id) => setSelectedSessionId(id as Id<"chatSessions">)}
         onCreate={createNewChat}
         onDelete={deleteChat}
       />
@@ -300,9 +349,7 @@ export function SavingsChatPage() {
               Konto: {context?.accountName ?? "Alle Konten"} (Basis-Saldo{" "}
               {context ? formatAmount(context.totals.balance) : "—"})
             </p>
-          <p>
-            {context ? getContextSummary() : "Lade Kontext…"}
-          </p>
+            <p>{context ? getContextSummary() : "Lade Kontext…"}</p>
           </CardContent>
         </Card>
 
@@ -310,9 +357,9 @@ export function SavingsChatPage() {
           <CardContent className="p-4">
             <div className="h-[52vh] overflow-y-auto" ref={listRef}>
               <div className="space-y-3">
-              {messages.map((message, index) => (
+                {displayMessages.map((message) => (
                   <div
-                  key={`${message.role}-${index}`}
+                    key={message._id}
                     className={`rounded-lg border p-3 ${
                       message.role === "user" ? "bg-muted/50" : "bg-background"
                     }`}
@@ -351,8 +398,8 @@ export function SavingsChatPage() {
           <Input
             value={draft}
             onChange={(event) => setDraft(event.target.value)}
-          placeholder="Welche Auswertung soll ich machen?"
-          disabled={isSubmitting}
+            placeholder={activeSession ? "Welche Auswertung soll ich machen?" : "Chat wird vorbereitet…"}
+            disabled={isSubmitting || !activeSessionId}
             autoFocus
           />
           <Button type="submit" disabled={buttonDisabled}>