Commit Graph

11 Commits

Author SHA1 Message Date
Ryan Chen 9249f92db8 Fix YNAB mirror review findings
- Full resyncs mark mirror rows missing from the download as deleted;
  YNAB omits deleted entities from non-delta responses, so deletions
  made just before a full sync never reached the mirror.
- YNAB tools return errors as text instead of raising, since ToolNode
  re-raises and would fail the whole chat turn. ynab_sql catches all
  sqlglot errors (e.g. an unbalanced quote) and runs the SQL regenerated
  from the validated tree, which also drops comments that broke the
  LIMIT wrapper. Results keep duplicate column names.
- Sync fetches from YNAB before opening the DB transaction, discards the
  payload if the other container synced meanwhile, re-checks freshness
  under the lock so parallel tool calls share one sync, and backs off
  for 60s after a failure.
- The mirror is pinned to one budget; a changed YNAB_BUDGET_ID errors
  instead of mixing budgets, and an unset id stays on the budget the
  first sync resolved from "last-used".
- Change log: no entries for empty month rollover rows, and id fields
  are logged as names (category, payee, account). ynab_recent_changes
  accepts the names it prints ("assignment") and plurals.
- Outputs sized to the 4000-char tool result cap; ynab_sql reuses the
  shared admin message.
- YNAB API client moves back to utils/ynab_service.py, and the frontend
  tool status labels list the new tools.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 17:58:14 -04:00
Ryan Chen 8f02318542 Mirror YNAB budget into Postgres with delta sync and change log
YNAB has no event feed, so keep a local copy in ynab_* tables synced via
server_knowledge delta requests: full download on first run, deltas every
YNAB_SYNC_INTERVAL seconds and on demand before each tool call, full
resync daily. Each sync diffs against the mirror and appends real edits
(transactions, assignments, renames) to ynab_changes, the edit history
YNAB doesn't keep.

Agent YNAB tools now answer from the mirror: budget summary (spending
computed from transactions, since YNAB's month activity nets in credit
card payment categories), account balances, transaction search with
splits expanded, spending reports by category/payee/account/month,
category budget, and recent changes. Adds an admin-only read-only
ynab_sql tool guarded by a sqlglot allowlist (scope-resolved tables, no
dangerous functions), a READ ONLY transaction, a timeout, and a row cap.

Replaces utils/ynab_service.py and drops the unused ynab SDK.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 17:32:38 -04:00
Ryan Chen 0b8fe7b2df Add admin-only BookStack MCP connector
Load an allowlisted subset of bookstack-mcp tools (search/read plus
create/update books, chapters, pages and comments; no deletes) over stdio
and add them to the admin agent alongside Homebox. Extract the shared
allowlist + is_admin wrapping into utils/mcp_tools.py.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 16:54:01 -04:00
Ryan Chen 9858e06b73 Add admin-only Homebox MCP connector
Load an allowlisted subset of homebox-mcp tools (read + safe writes, no
deletes) over stdio and compile them into a separate admin agent, so
non-admins never see them. Each tool also re-checks is_admin per call.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 11:01:19 -04:00
Ryan Chen 56ad5f7046 Document git workflow (Gitea, tea CLI, kermit = commit) 2026-09-11 17:13:11 -04:00
Ryan Chen 434c394651 Update CLAUDE.md to reflect current repo state
Adds the email/iMessage/WhatsApp/scheduled-message blueprints,
simbakit subproject, household integration utils (YNAB, Mealie,
Obsidian, S3, Immich), and corrects environment variable names to
match .env.example.
2026-09-11 16:14:19 -04:00
Ryan Chen d8d01a5fff Zero-downtime blue-green deploys behind Caddy health checks
Split the raggr service into raggr-blue (8080) and raggr-green (8081)
behind compose profiles, add a /api/health endpoint and container
healthcheck, and add scripts/deploy.sh to build the inactive color,
wait for it to become healthy, then gracefully stop the old one.
Makefile targets resolve the active color automatically.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-09-10 01:41:37 -04:00
Ryan Chen 438399646f Replace ChromaDB with pgvector for vector storage
Consolidate onto PostgreSQL by using pgvector instead of a separate
ChromaDB instance. This removes a Docker volume, a large dependency,
and simplifies the stack without meaningful performance impact at
our document scale.

- Swap langchain-chroma for langchain-postgres (PGVector)
- Use pgvector/pgvector:pg16 Docker image with init script
- Lazy-initialize vector store to avoid eager DB connections
- Add SQL helpers for stats/delete/list (replacing _collection access)
- Remove legacy main.py, chunker, petmd scraper, and /api/query endpoint

Re-index required after deploy (POST /api/rag/index + /index-obsidian).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-24 08:43:52 -04:00
Ryan Chen a7726654ff Add testing instructions to CLAUDE.md
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-04 08:51:50 -04:00
ryan 86cc269b3a yeet 2026-03-03 08:23:31 -05:00
Ryan Chen ad39904dda reorganization 2026-01-31 17:13:27 -05:00