Adding roadmap

docs/TASKS.md

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+# Tasks & Feature Requests
+
+## Feature Requests
+
+### YNAB Integration (Admin-Only)
+- **Description**: Integration with YNAB (You Need A Budget) API to enable financial data queries and insights
+- **Requirements**:
+  - Admin-guarded endpoint (requires `lldap_admin` group)
+  - YNAB API token configuration in environment variables
+  - Sync budget data, transactions, and categories
+  - Store YNAB data for RAG queries
+- **Endpoints**:
+  - `POST /api/admin/ynab/sync` - Trigger YNAB data sync
+  - `GET /api/admin/ynab/status` - Check sync status and last update
+  - `GET /api/admin/ynab/budgets` - List available budgets
+- **Implementation Notes**:
+  - Use YNAB API v1 (https://api.youneedabudget.com/v1)
+  - Consider rate limiting (200 requests per hour)
+  - Store transaction data in PostgreSQL with appropriate indexing
+  - Index transaction descriptions and categories in ChromaDB for RAG queries
+
+### Money Insights
+- **Description**: AI-powered financial insights and analysis based on YNAB data
+- **Features**:
+  - Spending pattern analysis
+  - Budget vs. actual comparisons
+  - Category-based spending trends
+  - Anomaly detection (unusual transactions)
+  - Natural language queries like "How much did I spend on groceries last month?"
+  - Month-over-month and year-over-year comparisons
+- **Implementation Notes**:
+  - Leverage existing LangChain agent architecture
+  - Add custom tools for financial calculations
+  - Use LLM to generate insights and summaries
+  - Create visualizations or data exports for frontend display
+
+## Backlog
+
+- [ ] YNAB API client module
+- [ ] YNAB data models (Budget, Transaction, Category, Account)
+- [ ] Database schema for financial data
+- [ ] YNAB sync background job/scheduler
+- [ ] Financial insights LangChain tools
+- [ ] Admin UI for YNAB configuration
+- [ ] Frontend components for money insights display
+
+## Technical Debt
+
+_To be added_
+
+## Bugs
+
+_To be added_