2.6 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 | In Progress | 2026-06-15 19:39 | 2026-06-15 19:49 | 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.