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