2.0 KiB
id, title, status, assignee, created_date, updated_date, labels, dependencies, priority, ordinal
| id | title | status | assignee | created_date | updated_date | labels | dependencies | priority | ordinal |
|---|---|---|---|---|---|---|---|---|---|
| TASK-16 | Add guarded agent tools | Done | 2026-06-23 11:55 | 2026-06-23 19:12 | high | 16000 |
Description
Build AI agent tools for category health, category suggestions, guarded category write plans, and current-month spending preview.
Acceptance Criteria
- #1 Read-only agent tools cover category health, category suggestions, and current-month expense preview
- #2 Write-capable agent tools create pending action plans without directly changing data
- #3 Pending action plans can be listed, applied, and dismissed from the chat UI
- #4 Applying action plans revalidates ownership, status, expiry, and operation limits
- #5 Convex and UI tests cover the new tool and confirmation behavior
Implementation Notes
Implemented guarded agent tool package. Verification: npx vitest run passed (14 files, 79 tests); npm run build passed. npm run lint still fails on pre-existing unrelated files (bank/config.ts, TanAwaitDialog, fast-refresh/export warnings, SettingsPage effect), with no remaining lint error from the new action-plan module.
Post-review hardening: added tests and fixes for empty category names, duplicate category renames, stale transaction category plans, and expired plans. Re-verified: convex/savingsChat.test.ts 33 passed; full npx vitest run 81 passed; npm run build passed; npx convex codegen passed.
Final Summary
Implemented guarded AI agent tools with current-month expense preview, category health/suggestion tools, pending action plans, UI apply/dismiss controls, and post-review validation hardening. Verified with full Vitest suite, build, and Convex codegen; lint remains blocked by pre-existing unrelated project issues.