Class: Teri::AIIntegration

Inherits:
Object
  • Object
show all
Defined in:
lib/teri/ai_integration.rb

Overview

Handles AI integration with OpenAI

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(options, logger, log_file) ⇒ AIIntegration

Returns a new instance of AIIntegration.



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# File 'lib/teri/ai_integration.rb', line 6

def initialize(options, logger, log_file)
  @options = options
  @logger = logger
  @log_file = log_file
  @previous_codings = {}
  @counterparty_hints = {}

  # Initialize OpenAI client if API key is provided
  if @options[:use_ai_suggestions] && (@options[:openai_api_key] || ENV.fetch('OPENAI_API_KEY', nil))
    begin
      @openai_client = OpenAIClient.new(api_key: @options[:openai_api_key], log_file: @log_file)
      @logger&.info('OpenAI client initialized')
    rescue StandardError => e
      @logger&.error("Failed to initialize OpenAI client: #{e.message}")
      puts "Warning: Failed to initialize OpenAI client: #{e.message}"
      @openai_client = nil
    end
  end
end

Instance Attribute Details

#counterparty_hints ⇒ Object (readonly)

Returns the value of attribute counterparty_hints.



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# File 'lib/teri/ai_integration.rb', line 4

def counterparty_hints
  @counterparty_hints
end

#openai_client ⇒ Object (readonly)

Returns the value of attribute openai_client.



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# File 'lib/teri/ai_integration.rb', line 4

def openai_client
  @openai_client
end

#previous_codings ⇒ Object (readonly)

Returns the value of attribute previous_codings.



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# File 'lib/teri/ai_integration.rb', line 4

def previous_codings
  @previous_codings
end

Instance Method Details

#load_previous_codings(file_adapter) ⇒ Object

Load previous codings from coding.ledger for AI suggestions



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# File 'lib/teri/ai_integration.rb', line 65

def load_previous_codings(file_adapter)
  @previous_codings = {}
  @counterparty_hints = {}

  # Check if coding.ledger exists
  return unless file_adapter.exist?('coding.ledger')

  # Parse coding.ledger to extract transaction descriptions and categories
  begin
    ledger = Ledger.parse('coding.ledger', file_adapter)

    # Process each transaction
    ledger.transactions.each do |transaction|
      next unless transaction[:description] && transaction[:entries] && !transaction[:entries].empty?

      # Find entries that are not Assets or Liabilities (likely the categorization)
      categorization_entries = transaction[:entries].reject do |entry|
        entry[:account].start_with?('Assets:', 'Liabilities:')
      end

      # Use the first categorization entry as the category
      next if categorization_entries.empty?

      counterparty = transaction[:counterparty]

      # Get hints if available
      hints = transaction[:metadata]&.select { |m| m[:key] == 'Hint' }&.map { |m| m[:value] } || []

      # Update previous codings with this transaction
      update_previous_codings(
        transaction[:description],
        categorization_entries.first[:account],
        counterparty,
        hints
      )
    end

    @logger&.info("Loaded #{@previous_codings.size - (@previous_codings[:by_counterparty] ? 1 : 0)} previous codings with hints for #{@counterparty_hints.size} counterparties")
  rescue StandardError => e
    @logger&.error("Failed to load previous codings: #{e.message}")
    file_adapter.warning("Failed to load previous codings: #{e.message}") if file_adapter.respond_to?(:warning)
  end
end

#suggest_category(transaction, available_categories) ⇒ Object

Delegate suggest_category to OpenAI client



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# File 'lib/teri/ai_integration.rb', line 27

def suggest_category(transaction, available_categories)
  return nil unless @openai_client

  # Make self respond to previous_codings and counterparty_hints
  @openai_client.suggest_category(transaction, self)
end

#update_previous_codings(description, category, counterparty, hints) ⇒ Object

Update previous codings with a new transaction



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# File 'lib/teri/ai_integration.rb', line 35

def update_previous_codings(description, category, counterparty, hints)
  # Store by description for backward compatibility with tests
  @previous_codings[description] = {
    category: category,
    counterparty: counterparty,
    hints: hints,
  }

  # Also store by counterparty for the new functionality
  return unless counterparty

  @previous_codings[:by_counterparty] ||= {}
  @previous_codings[:by_counterparty][counterparty] ||= {
    transactions: [],
    hints: @counterparty_hints[counterparty] || [],
  }

  @previous_codings[:by_counterparty][counterparty][:transactions] << {
    description: description,
    category: category,
  }

  # Store hints by counterparty
  if counterparty && !hints.empty?
    @counterparty_hints[counterparty] ||= []
    @counterparty_hints[counterparty].concat(hints)
  end
end