- OCR pipeline: Tesseract (images) + pdfplumber (PDFs) → AI text prompt →
rule-based regex fallback; works with any text model, not just vision models
- Scan Receipt toolbar button parses a photo and pre-fills the transaction form;
receipt image is automatically attached to the created transaction
- AI settings page: provider, API key (AES-256-GCM encrypted), custom URL,
model, and per-user debug toggle that gates the OCR/AI debug panel
- Fix CSRF cookie secure=False so HTTP deployments work; add 7-day max_age
- Fix attachment_refs missing from _to_response (attachments never appeared in UI)
- Fix multipart boundary lost when Content-Type was set manually in axios calls
- nginx: raise client_max_body_size to 15 MB, add 120s proxy timeout for OCR
- Migration 0005: add ai_debug boolean to users table
- Update README and CLAUDE.md with AI scanning docs and architecture notes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- POST /settings/ai/test sends a minimal text prompt to verify the provider
- Returns ok/message — maps HTTP status codes to human-readable explanations
- 405 → "URL pointing at wrong place, check custom URL has no path suffix"
- 401 → invalid key, 404 → wrong path, 429 → rate limited, etc.
- Test button appears once a key is saved; result shown inline below buttons
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Settings → AI: optional base URL and model name fields
- Defaults to Anthropic/OpenAI public APIs when left blank
- Custom URL enables Open WebUI, LM Studio, Ollama, and any OpenAI-compatible endpoint
- Parse endpoint uses custom base URL and model if configured
- Migration 0004: ai_base_url + ai_model columns on users
- OpenAI provider label updated to "OpenAI-compatible"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Settings → AI: configure Anthropic or OpenAI provider with encrypted API key
- Sparkle button on each attachment in transaction drawer sends image/PDF to AI
- AI extracts merchant, amount, date, description, category hint
- "Apply to transaction" button patches the transaction with parsed fields
- Anthropic supports images and PDFs; OpenAI supports images only
- API key stored AES-256-GCM encrypted in users table (migration 0003)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
