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[PR #6494] [CLOSED] [WIP] introduction of generative AI assisted features #48383

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opened 2026-04-26 10:18:50 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-26 10:18:50 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/6494
Author: @math29
Created: 12/26/2025
Status: ❌ Closed

Base: master ← Head: feature/ai-generative-assistance

📝 Commits (1)

  • cfeeaa1 [WIP] introduction of generative AI assisted features

📊 Changes

14 files changed (+1331 additions, -14 deletions)

View changed files

📝 packages/api/methods.ts (+17 -0)
📝 packages/desktop-client/src/components/autocomplete/CategoryAutocomplete.tsx (+105 -11)
➕ packages/desktop-client/src/components/settings/AISettings.tsx (+406 -0)
📝 packages/desktop-client/src/components/settings/Experimental.tsx (+6 -0)
📝 packages/desktop-client/src/components/settings/index.tsx (+3 -0)
➕ packages/desktop-client/src/components/transactions/AICategorySuggestionBanner.tsx (+128 -0)
📝 packages/desktop-client/src/components/transactions/TransactionsTable.tsx (+1 -0)
➕ packages/desktop-client/src/components/transactions/ai-suggestion-utils.ts (+75 -0)
➕ packages/desktop-client/src/hooks/useAICategorySuggestion.ts (+74 -0)
📝 packages/loot-core/src/server/accounts/sync.ts (+35 -1)
➕ packages/loot-core/src/server/ai/service.ts (+415 -0)
📝 packages/loot-core/src/server/api.ts (+36 -0)
📝 packages/loot-core/src/types/api-handlers.ts (+23 -0)
📝 packages/loot-core/src/types/prefs.ts (+7 -2)

📄 Description

Submitting here an idea about how we could introduce generative AI assisted features in Actual Budget.
This PR is not ready to merge.
Don't hesitate to reuse this code to make a cleaner / more advanced usage of it

This example supports only openAI account integration with 1 single example feature: guidance on categorization of transactions using AI based on other categorizaritions, note, payee, amount of the transaction
You can activate the feature via a new form in settings page.

image image image

Summary by CodeRabbit

Release Notes

  • New Features
    • AI-powered category suggestions for transactions with confidence indicators and optional reasoning
    • AI settings configuration panel to manage API keys, model selection, and feature toggles
    • Connection testing for validating AI configurations before use
    • Category suggestion feature toggle in experimental settings
    • Visual suggestion banner with apply and dismiss actions

✏️ Tip: You can customize this high-level summary in your review settings.

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/6494 **Author:** [@math29](https://github.com/math29) **Created:** 12/26/2025 **Status:** ❌ Closed **Base:** `master` ← **Head:** `feature/ai-generative-assistance` --- ### 📝 Commits (1) - [`cfeeaa1`](https://github.com/actualbudget/actual/commit/cfeeaa1fd7f769b0377820fd01acaefc03493ec0) [WIP] introduction of generative AI assisted features ### 📊 Changes **14 files changed** (+1331 additions, -14 deletions) <details> <summary>View changed files</summary> 📝 `packages/api/methods.ts` (+17 -0) 📝 `packages/desktop-client/src/components/autocomplete/CategoryAutocomplete.tsx` (+105 -11) ➕ `packages/desktop-client/src/components/settings/AISettings.tsx` (+406 -0) 📝 `packages/desktop-client/src/components/settings/Experimental.tsx` (+6 -0) 📝 `packages/desktop-client/src/components/settings/index.tsx` (+3 -0) ➕ `packages/desktop-client/src/components/transactions/AICategorySuggestionBanner.tsx` (+128 -0) 📝 `packages/desktop-client/src/components/transactions/TransactionsTable.tsx` (+1 -0) ➕ `packages/desktop-client/src/components/transactions/ai-suggestion-utils.ts` (+75 -0) ➕ `packages/desktop-client/src/hooks/useAICategorySuggestion.ts` (+74 -0) 📝 `packages/loot-core/src/server/accounts/sync.ts` (+35 -1) ➕ `packages/loot-core/src/server/ai/service.ts` (+415 -0) 📝 `packages/loot-core/src/server/api.ts` (+36 -0) 📝 `packages/loot-core/src/types/api-handlers.ts` (+23 -0) 📝 `packages/loot-core/src/types/prefs.ts` (+7 -2) </details> ### 📄 Description Submitting here an idea about how we could introduce generative AI assisted features in Actual Budget. This PR is not ready to merge. Don't hesitate to reuse this code to make a cleaner / more advanced usage of it This example supports only openAI account integration with 1 single example feature: guidance on categorization of transactions using AI based on other categorizaritions, note, payee, amount of the transaction You can activate the feature via a new form in settings page. <img width="553" height="745" alt="image" src="https://github.com/user-attachments/assets/9c363334-bd19-46da-9df4-f9d380532521" /> <img width="375" height="278" alt="image" src="https://github.com/user-attachments/assets/34695987-7dbd-47c9-b44e-616acc026bf9" /> <img width="337" height="276" alt="image" src="https://github.com/user-attachments/assets/7e46e9b9-f244-4f38-aee1-236798716f2c" /> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit ## Release Notes * **New Features** * AI-powered category suggestions for transactions with confidence indicators and optional reasoning * AI settings configuration panel to manage API keys, model selection, and feature toggles * Connection testing for validating AI configurations before use * Category suggestion feature toggle in experimental settings * Visual suggestion banner with apply and dismiss actions <sub>✏️ Tip: You can customize this high-level summary in your review settings.</sub> <!-- end of auto-generated comment: release notes by coderabbit.ai --> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-26 10:18:50 -05:00
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