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Add offline monthly insights with Ollama

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Vijayakanth Manoharan
2026-03-23 14:12:35 -04:00
parent 696d393fca
commit a745c0ca1e
13 changed files with 415 additions and 60 deletions
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openspec/changes/monthly-expense-tracker-v1/tasks.md
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@@ -22,8 +22,8 @@
- [x] 4.1 Implement monthly dashboard aggregation services for totals, category breakdowns, and derived comparisons.
- [x] 4.2 Implement the dashboard API route and render dashboard sections for month-to-date metrics and comparisons.
- [ ] 4.3 Implement the offline `Ollama` insight service with structured monthly snapshot input and sparse-month fallback logic.
- [ ] 4.4 Implement insight generation and display in the dashboard, including persisted monthly insight records and offline-runtime fallback messaging.
- [x] 4.3 Implement the offline `Ollama` insight service with structured monthly snapshot input and sparse-month fallback logic.
- [x] 4.4 Implement insight generation and display in the dashboard, including persisted monthly insight records and offline-runtime fallback messaging.
## 5. Offline categorization
@@ -35,4 +35,4 @@
## 6. Verification
- [ ] 6.1 Add automated tests for validation, persistence, dashboard aggregates, offline insight fallback behavior, and category suggestion rules.
- [ ] 6.2 Verify the primary user flows in the browser, including expense entry, paycheck entry, dashboard updates, category suggestion, and insight generation.
- [x] 6.2 Verify the primary user flows in the browser, including expense entry, paycheck entry, dashboard updates, category suggestion, and insight generation.