Feature: Add AICategorizePreview page for AI transaction categorization
Add new page that allows users to: - Generate AI categorization suggestions for uncategorized transactions - Review proposals with confidence levels before applying - Select specific transactions from Transactions page for AI review - Choose to create mapping rules for high-confidence matches - Support both OpenAI and LlamaCpp providers with model selection Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
231
MoneyMap/Pages/AICategorizePreview.cshtml
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231
MoneyMap/Pages/AICategorizePreview.cshtml
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@page
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@model MoneyMap.Pages.AICategorizePreviewModel
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@{
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ViewData["Title"] = "AI Categorization Preview";
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}
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<div class="d-flex justify-content-between align-items-center mb-3">
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<h2>AI Categorization Preview</h2>
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<div>
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<a asp-page="/Recategorize" class="btn btn-outline-secondary">Back to Recategorize</a>
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</div>
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</div>
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@if (!string.IsNullOrEmpty(Model.ErrorMessage))
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{
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<div class="alert alert-danger alert-dismissible fade show" role="alert">
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@Model.ErrorMessage
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<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
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</div>
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}
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@if (!Model.Proposals.Any())
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{
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<div class="card shadow-sm">
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<div class="card-header">
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<strong>Generate AI Suggestions</strong>
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</div>
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<div class="card-body">
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@if (Model.TransactionIds != null && Model.TransactionIds.Length > 0)
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{
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<p>Generate AI categorization suggestions for <strong>@Model.SelectedTransactionCount selected transaction(s)</strong>. You can review and approve them before applying.</p>
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<form method="post" asp-page-handler="GenerateForIds"
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onsubmit="this.querySelector('button[type=submit]').disabled = true; this.querySelector('button[type=submit]').innerHTML = '<span class=\'spinner-border spinner-border-sm me-2\'></span>Analyzing transactions...';">
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@foreach (var id in Model.TransactionIds!)
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{
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<input type="hidden" name="transactionIds" value="@id" />
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}
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@if (Model.AIProvider.Equals("LlamaCpp", StringComparison.OrdinalIgnoreCase) && Model.AvailableModels.Any())
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{
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<div class="mb-3" style="max-width: 400px;">
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<label for="model" class="form-label">Model</label>
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<select name="model" id="model" class="form-select">
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@foreach (var m in Model.AvailableModels)
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{
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var isSelected = m.Id == Model.SelectedModel;
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<option value="@m.Id" selected="@isSelected">
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@(m.IsLoaded ? "● " : "○ ")@m.Id
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</option>
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}
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</select>
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<div class="form-text">
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<span style="color: #28a745;">●</span> Loaded
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<span class="ms-2" style="color: #6c757d;">○</span> Not loaded
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</div>
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</div>
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}
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<button type="submit" class="btn btn-primary">
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Generate Suggestions for @Model.SelectedTransactionCount Transaction(s)
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</button>
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</form>
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}
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else
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{
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<p>Generate AI categorization suggestions for uncategorized transactions. You can review and approve them before applying.</p>
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<form method="post" asp-page-handler="Generate"
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onsubmit="this.querySelector('button[type=submit]').disabled = true; this.querySelector('button[type=submit]').innerHTML = '<span class=\'spinner-border spinner-border-sm me-2\'></span>Analyzing transactions...';">
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@if (Model.AIProvider.Equals("LlamaCpp", StringComparison.OrdinalIgnoreCase) && Model.AvailableModels.Any())
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{
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<div class="mb-3" style="max-width: 400px;">
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<label for="model" class="form-label">Model</label>
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<select name="model" id="model" class="form-select">
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@foreach (var m in Model.AvailableModels)
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{
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var isSelected = m.Id == Model.SelectedModel;
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<option value="@m.Id" selected="@isSelected">
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@(m.IsLoaded ? "● " : "○ ")@m.Id
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</option>
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}
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</select>
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<div class="form-text">
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<span style="color: #28a745;">●</span> Loaded
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<span class="ms-2" style="color: #6c757d;">○</span> Not loaded
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</div>
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</div>
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}
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<button type="submit" class="btn btn-primary">
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Generate Suggestions (up to 50 uncategorized)
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</button>
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</form>
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}
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</div>
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</div>
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}
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else
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{
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<form method="post" asp-page-handler="Apply">
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<div class="card shadow-sm mb-3">
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<div class="card-header d-flex justify-content-between align-items-center">
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<strong>Review Proposals (@Model.Proposals.Count suggestions)</strong>
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<div>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="selectAll(true)">Select All</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="selectAll(false)">Deselect All</button>
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</div>
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</div>
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-hover mb-0">
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<thead class="table-light">
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<tr>
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<th style="width: 40px;">
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<input type="checkbox" class="form-check-input" id="selectAllCheckbox" onchange="selectAll(this.checked)" checked>
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</th>
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<th>Transaction</th>
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<th>Current</th>
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<th>Proposed</th>
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<th>Merchant</th>
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<th style="width: 100px;">Confidence</th>
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<th style="width: 100px;">Create Rule</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var proposal in Model.Proposals)
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{
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var confidenceClass = proposal.Confidence >= 0.8m ? "bg-success" :
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proposal.Confidence >= 0.6m ? "bg-warning text-dark" : "bg-secondary";
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<tr>
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<td>
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<input type="checkbox" class="form-check-input proposal-checkbox"
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name="selectedIds" value="@proposal.TransactionId" checked>
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</td>
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<td>
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<div class="fw-bold">@proposal.TransactionName</div>
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@if (!string.IsNullOrWhiteSpace(proposal.TransactionMemo))
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{
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<small class="text-muted">@proposal.TransactionMemo</small>
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}
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<div class="small text-muted">
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@proposal.TransactionDate.ToString("yyyy-MM-dd") | @proposal.TransactionAmount.ToString("C")
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</div>
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</td>
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<td>
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@if (!string.IsNullOrWhiteSpace(proposal.CurrentCategory))
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{
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<span class="badge bg-secondary">@proposal.CurrentCategory</span>
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}
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else
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{
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<span class="text-muted small">(none)</span>
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}
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</td>
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<td>
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<span class="badge bg-primary">@proposal.ProposedCategory</span>
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@if (!string.IsNullOrWhiteSpace(proposal.Reasoning))
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{
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<div class="small text-muted mt-1" title="@proposal.Reasoning">
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@(proposal.Reasoning.Length > 60 ? proposal.Reasoning.Substring(0, 60) + "..." : proposal.Reasoning)
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</div>
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}
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</td>
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<td>
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@if (!string.IsNullOrWhiteSpace(proposal.ProposedMerchant))
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{
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<div>@proposal.ProposedMerchant</div>
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}
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@if (!string.IsNullOrWhiteSpace(proposal.ProposedPattern))
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{
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<code class="small">@proposal.ProposedPattern</code>
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}
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</td>
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<td>
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<span class="badge @confidenceClass">@proposal.Confidence.ToString("P0")</span>
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</td>
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<td>
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<input type="checkbox" class="form-check-input"
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name="createRules" value="@proposal.TransactionId"
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@(proposal.CreateRule ? "checked" : "")
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title="Create a mapping rule for this pattern">
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</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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</div>
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<div class="card-footer d-flex justify-content-between">
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<form method="post" asp-page-handler="Cancel" class="d-inline">
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<button type="submit" class="btn btn-outline-secondary">Cancel</button>
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</form>
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<button type="submit" class="btn btn-success">
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Apply Selected Categorizations
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</button>
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</div>
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</div>
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</form>
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<div class="card shadow-sm">
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<div class="card-header">
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<strong>Legend</strong>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6">
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<h6>Confidence Levels</h6>
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<ul class="list-unstyled mb-0">
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<li><span class="badge bg-success">80%+</span> High confidence - likely correct</li>
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<li><span class="badge bg-warning text-dark">60-79%</span> Medium confidence - review recommended</li>
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<li><span class="badge bg-secondary"><60%</span> Low confidence - verify carefully</li>
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</ul>
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</div>
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<div class="col-md-6">
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<h6>Create Rule</h6>
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<p class="small text-muted mb-0">
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When checked, a category mapping rule will be created using the proposed pattern.
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Future transactions matching this pattern will be automatically categorized.
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</p>
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</div>
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</div>
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</div>
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</div>
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}
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@section Scripts {
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<script>
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function selectAll(checked) {
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document.querySelectorAll('.proposal-checkbox').forEach(cb => cb.checked = checked);
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document.getElementById('selectAllCheckbox').checked = checked;
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}
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</script>
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}
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321
MoneyMap/Pages/AICategorizePreview.cshtml.cs
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MoneyMap/Pages/AICategorizePreview.cshtml.cs
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using Microsoft.AspNetCore.Mvc;
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using Microsoft.AspNetCore.Mvc.RazorPages;
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using Microsoft.EntityFrameworkCore;
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using MoneyMap.Data;
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using MoneyMap.Models;
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using MoneyMap.Services;
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using System.Text.Json;
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namespace MoneyMap.Pages
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{
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public class AICategorizePreviewModel : PageModel
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{
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private readonly MoneyMapContext _db;
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private readonly ITransactionAICategorizer _aiCategorizer;
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private readonly LlamaCppVisionClient _llamaClient;
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private readonly IConfiguration _config;
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public AICategorizePreviewModel(
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MoneyMapContext db,
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ITransactionAICategorizer aiCategorizer,
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LlamaCppVisionClient llamaClient,
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IConfiguration config)
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{
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_db = db;
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_aiCategorizer = aiCategorizer;
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_llamaClient = llamaClient;
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_config = config;
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}
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public List<ProposalViewModel> Proposals { get; set; } = new();
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public string ModelUsed { get; set; } = "";
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public string AIProvider => _config["AI:CategorizationProvider"] ?? "OpenAI";
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public List<LlamaCppModel> AvailableModels { get; set; } = new();
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public string SelectedModel => _config["AI:CategorizationModel"] ?? "qwen2.5-coder-32b-instruct-q6_k";
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[TempData]
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public string? StoredTransactionIds { get; set; }
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public long[]? TransactionIds { get; set; }
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[TempData]
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public string? ProposalsJson { get; set; }
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[TempData]
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public string? SuccessMessage { get; set; }
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[TempData]
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public string? ErrorMessage { get; set; }
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public int SelectedTransactionCount { get; set; }
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public async Task<IActionResult> OnGetAsync()
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{
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// Load models for the dropdown
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if (AIProvider.Equals("LlamaCpp", StringComparison.OrdinalIgnoreCase))
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{
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AvailableModels = await _llamaClient.GetAvailableModelsAsync();
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}
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// Load transaction IDs from TempData if available
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if (!string.IsNullOrEmpty(StoredTransactionIds))
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{
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TransactionIds = JsonSerializer.Deserialize<long[]>(StoredTransactionIds);
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// Keep in TempData for the generate form
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StoredTransactionIds = JsonSerializer.Serialize(TransactionIds);
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}
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// Count selected transactions if IDs provided
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if (TransactionIds != null && TransactionIds.Length > 0)
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{
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SelectedTransactionCount = await _db.Transactions
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.CountAsync(t => TransactionIds.Contains(t.Id));
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}
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// Check if we have proposals from TempData
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if (!string.IsNullOrEmpty(ProposalsJson))
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{
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var storedProposals = JsonSerializer.Deserialize<List<StoredProposal>>(ProposalsJson);
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if (storedProposals != null)
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{
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await LoadProposalViewModels(storedProposals);
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}
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}
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return Page();
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}
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public IActionResult OnPostStoreIds(long[] transactionIds)
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{
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if (transactionIds == null || transactionIds.Length == 0)
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{
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return RedirectToPage("/Transactions");
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}
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StoredTransactionIds = JsonSerializer.Serialize(transactionIds);
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return RedirectToPage();
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}
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public async Task<IActionResult> OnPostGenerateAsync(string? model)
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{
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var uncategorized = await _db.Transactions
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.Include(t => t.Card)
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.Include(t => t.Account)
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.Include(t => t.Merchant)
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.Include(t => t.TransferToAccount)
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.Where(t => string.IsNullOrWhiteSpace(t.Category))
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.OrderByDescending(t => t.Date)
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.Take(50)
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.ToListAsync();
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if (uncategorized.Count == 0)
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{
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ErrorMessage = "No uncategorized transactions to process.";
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return RedirectToPage("/Recategorize");
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}
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var proposals = await _aiCategorizer.ProposeBatchCategorizationAsync(uncategorized, model);
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if (proposals.Count == 0)
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{
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ErrorMessage = "AI could not generate any categorization proposals.";
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return RedirectToPage("/Recategorize");
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}
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// Store proposals in TempData
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var storedProposals = proposals.Select(p => new StoredProposal
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{
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TransactionId = p.TransactionId,
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Category = p.Category,
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CanonicalMerchant = p.CanonicalMerchant,
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Pattern = p.Pattern,
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Priority = p.Priority,
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Confidence = p.Confidence,
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Reasoning = p.Reasoning,
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CreateRule = p.CreateRule
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}).ToList();
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||||||
|
ProposalsJson = JsonSerializer.Serialize(storedProposals);
|
||||||
|
ModelUsed = model ?? SelectedModel;
|
||||||
|
|
||||||
|
return RedirectToPage();
|
||||||
|
}
|
||||||
|
|
||||||
|
public async Task<IActionResult> OnPostGenerateForIdsAsync(long[]? transactionIds, string? model)
|
||||||
|
{
|
||||||
|
// Try to get IDs from form first, then from TempData
|
||||||
|
if ((transactionIds == null || transactionIds.Length == 0) && !string.IsNullOrEmpty(StoredTransactionIds))
|
||||||
|
{
|
||||||
|
transactionIds = JsonSerializer.Deserialize<long[]>(StoredTransactionIds);
|
||||||
|
}
|
||||||
|
|
||||||
|
if (transactionIds == null || transactionIds.Length == 0)
|
||||||
|
{
|
||||||
|
ErrorMessage = "No transactions selected.";
|
||||||
|
return RedirectToPage("/Transactions");
|
||||||
|
}
|
||||||
|
|
||||||
|
var transactions = await _db.Transactions
|
||||||
|
.Include(t => t.Card)
|
||||||
|
.Include(t => t.Account)
|
||||||
|
.Include(t => t.Merchant)
|
||||||
|
.Include(t => t.TransferToAccount)
|
||||||
|
.Where(t => transactionIds.Contains(t.Id))
|
||||||
|
.OrderByDescending(t => t.Date)
|
||||||
|
.Take(50)
|
||||||
|
.ToListAsync();
|
||||||
|
|
||||||
|
if (transactions.Count == 0)
|
||||||
|
{
|
||||||
|
ErrorMessage = "Selected transactions not found.";
|
||||||
|
return RedirectToPage("/Transactions");
|
||||||
|
}
|
||||||
|
|
||||||
|
var proposals = await _aiCategorizer.ProposeBatchCategorizationAsync(transactions, model);
|
||||||
|
|
||||||
|
if (proposals.Count == 0)
|
||||||
|
{
|
||||||
|
ErrorMessage = "AI could not generate any categorization proposals.";
|
||||||
|
return RedirectToPage("/Transactions");
|
||||||
|
}
|
||||||
|
|
||||||
|
// Store proposals in TempData
|
||||||
|
var storedProposals = proposals.Select(p => new StoredProposal
|
||||||
|
{
|
||||||
|
TransactionId = p.TransactionId,
|
||||||
|
Category = p.Category,
|
||||||
|
CanonicalMerchant = p.CanonicalMerchant,
|
||||||
|
Pattern = p.Pattern,
|
||||||
|
Priority = p.Priority,
|
||||||
|
Confidence = p.Confidence,
|
||||||
|
Reasoning = p.Reasoning,
|
||||||
|
CreateRule = p.CreateRule
|
||||||
|
}).ToList();
|
||||||
|
|
||||||
|
ProposalsJson = JsonSerializer.Serialize(storedProposals);
|
||||||
|
ModelUsed = model ?? SelectedModel;
|
||||||
|
|
||||||
|
return RedirectToPage();
|
||||||
|
}
|
||||||
|
|
||||||
|
public async Task<IActionResult> OnPostApplyAsync(long[] selectedIds, long[] createRules)
|
||||||
|
{
|
||||||
|
if (string.IsNullOrEmpty(ProposalsJson))
|
||||||
|
{
|
||||||
|
ErrorMessage = "No proposals to apply. Please generate new suggestions.";
|
||||||
|
return RedirectToPage("/Recategorize");
|
||||||
|
}
|
||||||
|
|
||||||
|
var storedProposals = JsonSerializer.Deserialize<List<StoredProposal>>(ProposalsJson);
|
||||||
|
if (storedProposals == null || storedProposals.Count == 0)
|
||||||
|
{
|
||||||
|
ErrorMessage = "No proposals to apply.";
|
||||||
|
return RedirectToPage("/Recategorize");
|
||||||
|
}
|
||||||
|
|
||||||
|
var selectedSet = selectedIds?.ToHashSet() ?? new HashSet<long>();
|
||||||
|
var createRulesSet = createRules?.ToHashSet() ?? new HashSet<long>();
|
||||||
|
|
||||||
|
int applied = 0;
|
||||||
|
int rulesCreated = 0;
|
||||||
|
|
||||||
|
foreach (var stored in storedProposals)
|
||||||
|
{
|
||||||
|
if (!selectedSet.Contains(stored.TransactionId))
|
||||||
|
continue;
|
||||||
|
|
||||||
|
var proposal = new AICategoryProposal
|
||||||
|
{
|
||||||
|
TransactionId = stored.TransactionId,
|
||||||
|
Category = stored.Category,
|
||||||
|
CanonicalMerchant = stored.CanonicalMerchant,
|
||||||
|
Pattern = stored.Pattern,
|
||||||
|
Priority = stored.Priority,
|
||||||
|
Confidence = stored.Confidence,
|
||||||
|
Reasoning = stored.Reasoning,
|
||||||
|
CreateRule = stored.CreateRule
|
||||||
|
};
|
||||||
|
|
||||||
|
// Check if user wants to create rule for this one
|
||||||
|
var shouldCreateRule = createRulesSet.Contains(stored.TransactionId);
|
||||||
|
|
||||||
|
var result = await _aiCategorizer.ApplyProposalAsync(stored.TransactionId, proposal, shouldCreateRule);
|
||||||
|
if (result.Success)
|
||||||
|
{
|
||||||
|
applied++;
|
||||||
|
if (result.RuleCreated)
|
||||||
|
rulesCreated++;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
SuccessMessage = $"Applied {applied} categorizations. Created {rulesCreated} new mapping rules.";
|
||||||
|
return RedirectToPage("/Recategorize");
|
||||||
|
}
|
||||||
|
|
||||||
|
public IActionResult OnPostCancel()
|
||||||
|
{
|
||||||
|
return RedirectToPage("/Recategorize");
|
||||||
|
}
|
||||||
|
|
||||||
|
private async Task LoadProposalViewModels(List<StoredProposal> storedProposals)
|
||||||
|
{
|
||||||
|
var transactionIds = storedProposals.Select(p => p.TransactionId).ToList();
|
||||||
|
var transactions = await _db.Transactions
|
||||||
|
.Where(t => transactionIds.Contains(t.Id))
|
||||||
|
.ToDictionaryAsync(t => t.Id);
|
||||||
|
|
||||||
|
foreach (var stored in storedProposals)
|
||||||
|
{
|
||||||
|
if (transactions.TryGetValue(stored.TransactionId, out var txn))
|
||||||
|
{
|
||||||
|
Proposals.Add(new ProposalViewModel
|
||||||
|
{
|
||||||
|
TransactionId = stored.TransactionId,
|
||||||
|
TransactionName = txn.Name,
|
||||||
|
TransactionMemo = txn.Memo,
|
||||||
|
TransactionAmount = txn.Amount,
|
||||||
|
TransactionDate = txn.Date,
|
||||||
|
CurrentCategory = txn.Category,
|
||||||
|
ProposedCategory = stored.Category,
|
||||||
|
ProposedMerchant = stored.CanonicalMerchant,
|
||||||
|
ProposedPattern = stored.Pattern,
|
||||||
|
Confidence = stored.Confidence,
|
||||||
|
Reasoning = stored.Reasoning,
|
||||||
|
CreateRule = stored.CreateRule
|
||||||
|
});
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Keep proposals in TempData for the apply action
|
||||||
|
ProposalsJson = JsonSerializer.Serialize(storedProposals);
|
||||||
|
}
|
||||||
|
|
||||||
|
public class ProposalViewModel
|
||||||
|
{
|
||||||
|
public long TransactionId { get; set; }
|
||||||
|
public string TransactionName { get; set; } = "";
|
||||||
|
public string? TransactionMemo { get; set; }
|
||||||
|
public decimal TransactionAmount { get; set; }
|
||||||
|
public DateTime TransactionDate { get; set; }
|
||||||
|
public string? CurrentCategory { get; set; }
|
||||||
|
public string ProposedCategory { get; set; } = "";
|
||||||
|
public string? ProposedMerchant { get; set; }
|
||||||
|
public string? ProposedPattern { get; set; }
|
||||||
|
public decimal Confidence { get; set; }
|
||||||
|
public string? Reasoning { get; set; }
|
||||||
|
public bool CreateRule { get; set; }
|
||||||
|
}
|
||||||
|
|
||||||
|
public class StoredProposal
|
||||||
|
{
|
||||||
|
public long TransactionId { get; set; }
|
||||||
|
public string Category { get; set; } = "";
|
||||||
|
public string? CanonicalMerchant { get; set; }
|
||||||
|
public string? Pattern { get; set; }
|
||||||
|
public int Priority { get; set; }
|
||||||
|
public decimal Confidence { get; set; }
|
||||||
|
public string? Reasoning { get; set; }
|
||||||
|
public bool CreateRule { get; set; }
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
Reference in New Issue
Block a user