Add AI categorization service that suggests categories, merchants, and
rules for uncategorized transactions. Users can review and approve
suggestions before applying them.
Features:
- TransactionAICategorizer service using OpenAI GPT-4o-mini
- Batch processing (5 transactions at a time) to avoid rate limits
- Confidence scoring (0-100%) for each suggestion
- AI suggests category, canonical merchant name, and pattern rule
- ReviewAISuggestions page to list uncategorized transactions
- ReviewAISuggestionsWithProposals page for manual review
- Apply individual suggestions or bulk apply high confidence (≥80%)
- Optional rule creation for future auto-categorization
- Cost: ~$0.00015 per transaction (~$0.015 per 100)
CategoryMapping enhancements:
- Confidence field to track AI confidence score
- CreatedBy field ("AI" or "User") to track rule origin
- CreatedAt timestamp for audit trail
Updated ARCHITECTURE.md with complete documentation of:
- TransactionAICategorizer service details
- ReviewAISuggestions page descriptions
- AI categorization workflow (Phase 1)
- Updated CategoryMappings schema
Next steps (Phase 2):
- Auto-apply high confidence suggestions
- Background job processing
- Batch API requests for better efficiency
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
67 lines
2.1 KiB
C#
67 lines
2.1 KiB
C#
using CsvHelper;
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using Microsoft.EntityFrameworkCore;
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using MoneyMap.Data;
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using MoneyMap.Pages;
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using MoneyMap.Services; // Add this for the services
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var builder = WebApplication.CreateBuilder(args);
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builder.Services.AddRazorPages();
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builder.Services.AddDbContext<MoneyMapContext>(options =>
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options.UseSqlServer(builder.Configuration.GetConnectionString("MoneyMapDb")));
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// Add session support
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builder.Services.AddDistributedMemoryCache();
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builder.Services.AddSession(options =>
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{
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options.IdleTimeout = TimeSpan.FromMinutes(30);
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options.Cookie.HttpOnly = true;
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options.Cookie.IsEssential = true;
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options.IOTimeout = TimeSpan.FromMinutes(5); // Increase timeout for large data
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});
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// Add the new services here
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builder.Services.AddScoped<ITransactionImporter, TransactionImporter>();
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builder.Services.AddScoped<ICardResolver, CardResolver>();
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builder.Services.AddScoped<ITransactionCategorizer, TransactionCategorizer>();
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builder.Services.AddScoped<IMerchantService, MerchantService>();
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// Dashboard services
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builder.Services.AddScoped<IDashboardService, DashboardService>();
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builder.Services.AddScoped<IDashboardStatsCalculator, DashboardStatsCalculator>();
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builder.Services.AddScoped<ITopCategoriesProvider, TopCategoriesProvider>();
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builder.Services.AddScoped<IRecentTransactionsProvider, RecentTransactionsProvider>();
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builder.Services.AddScoped<IReceiptManager, ReceiptManager>();
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builder.Services.AddHttpClient<IReceiptParser, OpenAIReceiptParser>();
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// AI categorization service
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builder.Services.AddHttpClient<ITransactionAICategorizer, TransactionAICategorizer>();
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var app = builder.Build();
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// Seed default category mappings on startup
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using (var scope = app.Services.CreateScope())
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{
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var categorizer = scope.ServiceProvider.GetRequiredService<ITransactionCategorizer>();
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await categorizer.SeedDefaultMappingsAsync();
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}
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// Configure the HTTP request pipeline.
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if (!app.Environment.IsDevelopment())
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{
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app.UseExceptionHandler("/Error");
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app.UseHsts();
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}
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app.UseHttpsRedirection();
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app.UseStaticFiles();
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app.UseRouting();
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app.UseSession();
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app.UseAuthorization();
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app.MapRazorPages();
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app.Run(); |