Files
MoneyMap/MoneyMap/Pages/Recategorize.cshtml.cs
AJ Isaacs 9fbbeca1e6 Feature: Add AI-Powered Categorization section to Recategorize page
Add new card for AI categorization alongside rule-based:
- Rename existing section to "Rule-Based Categorization"
- Add "AI-Powered Categorization" section with provider badge
- Link to AICategorizePreview for AI category suggestions
- Display explanation of how AI categorization works
- Inject IConfiguration to read AI provider setting

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-15 22:53:16 -05:00

136 lines
4.3 KiB
C#

using Microsoft.AspNetCore.Mvc;
using Microsoft.AspNetCore.Mvc.RazorPages;
using Microsoft.EntityFrameworkCore;
using MoneyMap.Data;
using MoneyMap.Services;
namespace MoneyMap.Pages
{
public class RecategorizeModel : PageModel
{
private readonly MoneyMapContext _db;
private readonly ITransactionCategorizer _categorizer;
private readonly ITransactionStatisticsService _statsService;
private readonly IConfiguration _config;
public RecategorizeModel(
MoneyMapContext db,
ITransactionCategorizer categorizer,
ITransactionStatisticsService statsService,
IConfiguration config)
{
_db = db;
_categorizer = categorizer;
_statsService = statsService;
_config = config;
}
public RecategorizeStats Stats { get; set; } = new();
public string AIProvider => _config["AI:CategorizationProvider"] ?? "OpenAI";
[TempData]
public string? SuccessMessage { get; set; }
public async Task OnGetAsync()
{
await LoadStatsAsync();
}
public async Task<IActionResult> OnPostRecategorizeAllAsync()
{
var result = await RecategorizeTransactionsAsync(includeAlreadyCategorized: true);
SuccessMessage = $"Processed {result.Total} transactions: {result.Updated} updated, {result.AlreadyCorrect} already correct, {result.NoMatch} no match found.";
return RedirectToPage();
}
public async Task<IActionResult> OnPostRecategorizeUncategorizedAsync()
{
var result = await RecategorizeTransactionsAsync(includeAlreadyCategorized: false);
SuccessMessage = $"Processed {result.Total} uncategorized transactions: {result.Updated} categorized, {result.NoMatch} still need manual categorization.";
return RedirectToPage();
}
private async Task LoadStatsAsync()
{
var categorizationStats = await _statsService.GetCategorizationStatsAsync();
Stats = new RecategorizeStats
{
TotalTransactions = categorizationStats.TotalTransactions,
Categorized = categorizationStats.Categorized,
Uncategorized = categorizationStats.Uncategorized
};
}
private async Task<RecategorizeResult> RecategorizeTransactionsAsync(bool includeAlreadyCategorized)
{
var query = _db.Transactions.AsQueryable();
if (!includeAlreadyCategorized)
{
query = query.Where(t => string.IsNullOrWhiteSpace(t.Category));
}
var transactions = await query.ToListAsync();
int total = transactions.Count;
int updated = 0;
int alreadyCorrect = 0;
int noMatch = 0;
foreach (var txn in transactions)
{
var result = await _categorizer.CategorizeAsync(txn.Name, txn.Amount);
if (string.IsNullOrWhiteSpace(result.Category))
{
noMatch++;
continue;
}
if (txn.Category == result.Category && txn.MerchantId == result.MerchantId)
{
alreadyCorrect++;
continue;
}
txn.Category = result.Category;
txn.MerchantId = result.MerchantId;
updated++;
}
if (updated > 0)
{
await _db.SaveChangesAsync();
}
return new RecategorizeResult
{
Total = total,
Updated = updated,
AlreadyCorrect = alreadyCorrect,
NoMatch = noMatch
};
}
public class RecategorizeStats
{
public int TotalTransactions { get; set; }
public int Categorized { get; set; }
public int Uncategorized { get; set; }
}
private class RecategorizeResult
{
public int Total { get; set; }
public int Updated { get; set; }
public int AlreadyCorrect { get; set; }
public int NoMatch { get; set; }
}
}
}