simbarag/docs/TASKS.md

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