2.8 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-7 | Add all read-only savings agent insight tools | Done | 2026-06-15 19:39 | 2026-06-15 19:54 | high | 7000 |
Description
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.
Acceptance Criteria
- #1 Agent registers all eight new read-only tools and returns compact trace summaries without raw/private fields
- #2 Metadata and data-quality tools return scoped, sanitized accounts, categories, and uncategorized transaction insight
- #3 Period, savings-rate, recurring, fixed-cost forecast, and anomaly tools compute deterministic aggregates
- #4 Convex tests cover each new tool and mocked ask() registration
- #5 Focused tests, targeted lint, build, and full lint status are documented
Implementation Plan
- Add failing coverage for all eight read-only savings insight tools and ask() registry
- Implement scoped/sanitized internal Convex queries and deterministic finance helpers
- Register the tools in savingsChat.ask and add compact trace summaries
- Verify focused tests, targeted lint, build, and document full-lint blockers
Implementation Notes
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.
Final Summary
Closed as Done after explicit user confirmation to mark all tasks done. Implementation and verification notes are already recorded on the task.