Lars Nolden
10314fb1cd
Analyse now classifies up to ten same-kind transactions per provider request: the registry and history travel once per batch, so a thousand-row backfill costs about a hundred paced requests instead of a thousand. The answer schema appears once — an array item carrying an enum-bound ref — because providers meter strict schemas by token cost: duplicating registry enums per row, or bounding arrays with minItems/maxItems that Gemini expands per element, rejects real registries with a bare HTTP 400. Row count, duplicate refs, duplicate tags and taxonomy bounds are all enforced server-side instead, and a request still rejected outright halves until accepted, remembering the working size for the run. Batch requests scale the HTTP budget by row count, chunk failures cannot abort a run whose later rows succeeded, and rows resolved against one snapshot share one minted merchant. Measured on a real 165-row month over a zero-data-retention route: 165 analysed, 152 proposals, 0 errors, 17 requests, under 8 minutes. Fresh installs default to google/gemini-3.8-flash, the model that demonstrably honors strict structured outputs over a ZDR route. Preview changes now carry counterparty, amount and currency, and the review list shows the amount with a counterparty fallback for banks that leave descriptions empty.
633 lines
22 KiB
TypeScript
633 lines
22 KiB
TypeScript
import { useEffect, useRef, useState } from "react";
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import {
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ShieldCheck,
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Database,
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RefreshCw,
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Save,
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CheckCircle2,
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AlertCircle,
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} from "lucide-react";
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import type { State } from "./api";
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import { APIError } from "./api";
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import { ErrorMessage, Field, Modal, ModelOptions } from "./ui";
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import type { Mutate } from "./ui";
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export function Settings({ state, mutate }: { state: State; mutate: Mutate }) {
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const [model, setModel] = useState(state.settings.model);
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const [privateNames, setPrivateNames] = useState(
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state.settings.private_names.join("; "),
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);
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const [classifyOnImport, setClassifyOnImport] = useState(
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state.settings.classify_on_import,
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);
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const [busy, setBusy] = useState(false);
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const [error, setError] = useState("");
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const [rebuild, setRebuild] = useState(false);
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const [apiKey, setApiKey] = useState("");
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const [keyAction, setKeyAction] = useState<"save" | "remove" | null>(null);
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const [bankingAppID, setBankingAppID] = useState(state.banking_app_id);
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const [bankingAction, setBankingAction] = useState<"save" | "remove" | null>(
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null,
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);
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const [removeBanking, setRemoveBanking] = useState(false);
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const [callbackCopied, setCallbackCopied] = useState(false);
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const privateKeyInput = useRef<HTMLInputElement>(null);
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const callbackURL = `${window.location.origin}/api/banking/callback`;
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const needsPrivateKey =
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!state.status.banking_configured ||
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bankingAppID.trim() !== state.banking_app_id;
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const credentialsBusy = keyAction !== null || bankingAction !== null;
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useEffect(() => {
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setBankingAppID(state.banking_app_id);
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}, [state.banking_app_id]);
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const updateOpenRouterKey = async (key: string) => {
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if (busy || credentialsBusy) return;
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setKeyAction(key ? "save" : "remove");
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setError("");
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try {
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await mutate(
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"/api/settings/openrouter",
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{ api_key: key },
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key ? "OpenRouter key saved" : "OpenRouter key removed",
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);
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setApiKey("");
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} catch (err) {
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setError(
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err instanceof Error
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? err.message
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: "Could not update the OpenRouter key.",
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);
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} finally {
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setKeyAction(null);
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}
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};
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const saveBankingSettings = async () => {
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if (busy || credentialsBusy) return;
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setError("");
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const appID = bankingAppID.trim();
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const file = privateKeyInput.current?.files?.[0];
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if (!appID) {
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setError("Enter the Enable Banking application ID.");
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return;
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}
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if (needsPrivateKey && !file) {
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setError("Upload a private key for this Enable Banking application.");
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return;
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}
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if (file && (file.size === 0 || file.size > 32 * 1024)) {
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setError(
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"Upload a non-empty PEM private key file no larger than 32 KiB.",
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);
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return;
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}
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setBankingAction("save");
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try {
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await mutate(
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"/api/settings/enablebanking",
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{
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app_id: appID,
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redirect_url: callbackURL,
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private_key: file ? await file.text() : null,
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},
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"Enable Banking configuration saved",
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);
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setBankingAppID(appID);
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if (privateKeyInput.current) privateKeyInput.current.value = "";
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} catch (err) {
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setError(
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err instanceof APIError
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? err.message
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: "Could not save Enable Banking configuration. Check the application ID, RSA PEM key and callback URL, then try again.",
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);
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} finally {
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setBankingAction(null);
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}
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};
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return (
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<>
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<div className="section-heading">
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<div>
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<h2>Settings & privacy</h2>
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<p>Your data, your infrastructure, your choices.</p>
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</div>
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<span className="badge">
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<ShieldCheck size={14} />
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Self-hosted
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</span>
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</div>
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<ErrorMessage error={error} />
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<section className="panel">
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<div className="panel-heading">
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<div>
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<h3>OpenRouter credentials</h3>
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<p>Manage the API key used for AI classification.</p>
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</div>
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<span className="badge" role="status">
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{state.status.ai_configured ? (
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<CheckCircle2 size={14} />
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) : (
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<AlertCircle size={14} />
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)}
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{state.status.ai_configured ? "Configured" : "Not configured"}
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</span>
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</div>
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<form
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onSubmit={async (e) => {
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e.preventDefault();
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const key = apiKey.trim();
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if (!key) return;
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await updateOpenRouterKey(key);
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}}
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>
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<div className="form-body">
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<Field
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label="OpenRouter API key"
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hint={
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state.status.ai_configured
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? "The current key is never displayed. Enter a new key to replace it."
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: "Enter your OpenRouter API key to enable AI classification."
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}
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>
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<input
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type="password"
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name="openrouter-api-key"
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autoComplete="new-password"
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maxLength={4096}
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spellCheck={false}
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required
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value={apiKey}
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disabled={busy || credentialsBusy}
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onChange={(e) => setApiKey(e.target.value)}
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/>
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</Field>
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<p className="muted small">
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Stored locally on this server, not in browser storage. Changes
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apply to future classifications without a restart. Configured
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means a key is present, not that it has been validated.
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</p>
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</div>
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<div className="form-actions">
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{state.status.ai_configured && (
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<button
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type="button"
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className="button secondary"
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disabled={busy || credentialsBusy}
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onClick={() => updateOpenRouterKey("")}
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>
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{keyAction === "remove" ? "Removing…" : "Remove key"}
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</button>
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)}
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<button
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type="submit"
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className="button primary"
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disabled={busy || credentialsBusy || !apiKey.trim()}
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>
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<Save size={16} />
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{keyAction === "save"
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? "Saving…"
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: state.status.ai_configured
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? "Replace key"
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: "Save key"}
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</button>
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</div>
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</form>
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</section>
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<section className="panel">
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<div className="panel-heading">
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<div>
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<h3>Enable Banking credentials</h3>
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<p>Manage the application used to connect your banks.</p>
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</div>
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<span className="badge" role="status">
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{state.status.banking_configured ? (
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<CheckCircle2 size={14} />
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) : (
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<AlertCircle size={14} />
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)}
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{state.status.banking_configured ? "Configured" : "Not configured"}
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</span>
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</div>
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<form
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onSubmit={async (e) => {
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e.preventDefault();
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await saveBankingSettings();
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}}
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>
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<div className="form-body">
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<p>
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First register your application and its public certificate in the{" "}
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<a
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href="https://enablebanking.com/cp/applications"
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target="_blank"
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rel="noreferrer"
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>
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Enable Banking control panel
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</a>
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, using the exact callback URL below. Upload only the matching
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private key here. After saving, go to{" "}
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<a href="#accounts">Accounts</a> to authorize your bank.
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</p>
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<Field label="Application ID">
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<input
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name="enablebanking-app-id"
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autoComplete="off"
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spellCheck={false}
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maxLength={256}
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required
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value={bankingAppID}
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disabled={busy || credentialsBusy}
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onChange={(e) => setBankingAppID(e.target.value)}
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/>
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</Field>
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<Field
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label="Private key PEM file"
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hint={
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needsPrivateKey
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? "Required for a new application. RSA PKCS#1 or PKCS#8, at least 2048 bits; maximum 32 KiB."
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: "Optional: leave empty to keep the saved key. RSA PKCS#1 or PKCS#8, at least 2048 bits; maximum 32 KiB."
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}
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>
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<input
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ref={privateKeyInput}
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type="file"
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name="enablebanking-private-key"
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accept=".pem,.key"
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required={needsPrivateKey}
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disabled={busy || credentialsBusy}
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/>
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</Field>
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<Field
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label="Callback URL"
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hint="Register this exact URL in Enable Banking, including scheme, hostname, port and path."
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>
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<input
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readOnly
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value={callbackURL}
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onFocus={(e) => e.target.select()}
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/>
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</Field>
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<button
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type="button"
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className="button secondary"
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onClick={async () => {
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try {
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await navigator.clipboard.writeText(callbackURL);
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setCallbackCopied(true);
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} catch {
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setError(
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"Clipboard unavailable. Select and copy the callback URL above.",
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);
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}
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}}
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>
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{callbackCopied ? "Copied" : "Copy callback URL"}
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</button>
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<p className="muted small">
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Credentials are stored locally on this server, not in browser
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storage, and apply without a restart. The saved private key is
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never displayed. Configured means credentials are present, not
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that Enable Banking has verified them. Saving does not register or
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test an application, or authorize a bank.
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</p>
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<p className="muted small">
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Changing the application ID requires reconnecting your banks.
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Rotating the key or updating the callback for the same application
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preserves existing local bank sessions.
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</p>
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</div>
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<div className="form-actions">
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{state.status.banking_configured && (
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<button
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type="button"
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className="button secondary"
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disabled={busy || credentialsBusy}
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onClick={() => {
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setError("");
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setRemoveBanking(true);
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}}
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>
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Remove configuration
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</button>
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)}
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<button
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type="submit"
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className="button primary"
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disabled={busy || credentialsBusy || !bankingAppID.trim()}
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>
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<Save size={16} />
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{bankingAction === "save" ? "Saving…" : "Save configuration"}
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</button>
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</div>
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</form>
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</section>
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<div className="dashboard-grid">
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<section className="panel">
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<div className="panel-heading">
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<div>
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<h3>Classification preferences</h3>
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<p>Choose the model and what AI classification shares.</p>
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</div>
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</div>
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<form
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className="form-body"
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onSubmit={async (e) => {
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e.preventDefault();
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if (busy || credentialsBusy) return;
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setBusy(true);
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setError("");
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try {
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await mutate(
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"/api/settings",
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{
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model: model.trim(),
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private_names: privateNames
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.split(";")
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.map((name) => name.trim())
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.filter(Boolean),
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classify_on_import: classifyOnImport,
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},
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"Classification preferences saved",
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);
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} catch (err) {
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setError(err instanceof Error ? err.message : String(err));
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} finally {
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setBusy(false);
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}
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}}
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>
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<Field
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label="Default AI model"
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hint="Use the exact OpenRouter provider/model identifier, for example google/gemini-3.8-flash."
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>
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<input
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required
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value={model}
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onChange={(e) => setModel(e.target.value)}
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list="verified-models"
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/>
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<ModelOptions id="verified-models" />
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</Field>
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<Field
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label="Private names"
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hint="Semicolon-separated names to redact from every AI text field. A semicolon inside a name is not supported."
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>
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<input
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value={privateNames}
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maxLength={2000}
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onChange={(e) => setPrivateNames(e.target.value)}
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placeholder="Your name; household member"
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/>
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</Field>
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<label className="checkbox">
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<input
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type="checkbox"
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checked={classifyOnImport}
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onChange={(e) => setClassifyOnImport(e.target.checked)}
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/>
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Classify newly imported transactions with AI
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</label>
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<p className="muted small">
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Applies to CSV imports and bank synchronization. When off, no
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import contacts your AI provider: enabled merchant rules still
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classify, and everything else arrives unclassified and editable.
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AI classification → Analyse is unaffected.
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</p>
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<button
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className="button primary"
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disabled={busy || credentialsBusy}
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>
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<Save size={16} />
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{busy ? "Saving…" : "Save preferences"}
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</button>
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</form>
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</section>
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<section className="panel">
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<div className="panel-heading">
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<div>
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<h3>
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<ShieldCheck size={18} /> Privacy by design
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</h3>
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<p>Understand what leaves your server.</p>
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</div>
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</div>
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<div className="form-body privacy-copy">
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<h4>Local source of truth</h4>
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<p>
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Your canonical journal is stored in plaintext files on your
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server. The analytical database is a rebuildable index, not the
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master copy.
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</p>
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<h4>Explicit external services</h4>
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<p>
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Bank authorization and sync use Enable Banking. AI classification
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sends merchant and counterparty text, amount, date and currency to
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the configured provider after identifier-only redaction. Your own
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account identifiers and configured private names are never sent. A
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third party's payee name can be sent when it is not in your
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private-name list.
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</p>
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<h4>Immutable originals</h4>
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<p>
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Imported bank facts are retained. Categories, tags and merchant
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associations are separate, editable enrichment with classification
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provenance.
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</p>
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</div>
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</section>
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</div>
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<section className="panel">
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<div className="panel-heading">
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<div>
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<h3>Service health</h3>
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<p>Errors stay visible so you can resolve the underlying issue.</p>
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</div>
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</div>
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<div className="health-grid">
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<Health
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label="Banking provider"
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ok={state.status.banking_configured}
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detail={
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state.status.banking_configured ? "Configured" : "Not configured"
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}
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/>
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<Health
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label="AI provider"
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ok={state.status.ai_configured}
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detail={
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state.status.ai_configured ? "Configured" : "Not configured"
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}
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/>
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<Health
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label="Last bank sync"
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ok={!state.status.sync_error}
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detail={
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state.status.sync_error ||
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state.status.last_sync ||
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"No sync recorded"
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}
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/>
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<Health
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label="Analytics index"
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ok={!state.status.index_error}
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detail={state.status.index_error || "No index error reported"}
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/>
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</div>
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<div className="index-controls">
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<div>
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<h4>
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<Database size={17} /> Rebuild analytics index
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</h4>
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<p>
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Regenerate the query database from the canonical journal. This
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does not modify your bank facts or enrichment.
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</p>
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</div>
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|
<button
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className="button secondary"
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|
disabled={busy || credentialsBusy}
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onClick={() => setRebuild(true)}
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>
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<RefreshCw size={16} />
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Rebuild index
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</button>
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</div>
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|
<details className="revision-details">
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|
<summary>Current journal revision</summary>
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|
<code>{state.revision}</code>
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|
<p className="muted small">
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|
Edits use this revision to avoid overwriting concurrent changes.
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|
Refresh when the journal is edited outside the app.
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|
</p>
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|
</details>
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|
</section>
|
|
{removeBanking && (
|
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<Modal
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|
title="Remove Enable Banking configuration?"
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|
close={() => {
|
|
if (!busy && !credentialsBusy) setRemoveBanking(false);
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|
}}
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>
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|
<div className="form-body">
|
|
<p>
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|
This disables Enable Banking and invalidates saved local bank
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connections and pending authorizations. Your accounts and
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transaction history are kept. It does not revoke upstream bank
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consent; manage that separately with your bank.
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</p>
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<p>
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You will need to configure the application and reconnect to sync
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again.
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</p>
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|
<ErrorMessage error={error} />
|
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</div>
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|
<div className="form-actions">
|
|
<button
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className="button secondary"
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disabled={busy || credentialsBusy}
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onClick={() => setRemoveBanking(false)}
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>
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Cancel
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</button>
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<button
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className="button danger"
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|
disabled={busy || credentialsBusy}
|
|
onClick={async () => {
|
|
if (busy || credentialsBusy) return;
|
|
setBankingAction("remove");
|
|
setError("");
|
|
try {
|
|
await mutate(
|
|
"/api/settings/enablebanking",
|
|
{ remove: true },
|
|
"Enable Banking configuration removed",
|
|
);
|
|
setBankingAppID("");
|
|
if (privateKeyInput.current)
|
|
privateKeyInput.current.value = "";
|
|
setRemoveBanking(false);
|
|
} catch (err) {
|
|
setError(
|
|
err instanceof APIError
|
|
? err.message
|
|
: "Could not remove Enable Banking configuration.",
|
|
);
|
|
} finally {
|
|
setBankingAction(null);
|
|
}
|
|
}}
|
|
>
|
|
{bankingAction === "remove"
|
|
? "Removing…"
|
|
: "Remove configuration"}
|
|
</button>
|
|
</div>
|
|
</Modal>
|
|
)}
|
|
{rebuild && (
|
|
<Modal
|
|
title="Rebuild the analytics index?"
|
|
close={() => {
|
|
if (!busy && !credentialsBusy) setRebuild(false);
|
|
}}
|
|
>
|
|
<div className="form-body">
|
|
<p>
|
|
The derived index will be regenerated from your journal. Queries
|
|
may be briefly unavailable while rebuilding.
|
|
</p>
|
|
<ErrorMessage error={error} />
|
|
</div>
|
|
<div className="form-actions">
|
|
<button
|
|
className="button secondary"
|
|
disabled={busy || credentialsBusy}
|
|
onClick={() => setRebuild(false)}
|
|
>
|
|
Cancel
|
|
</button>
|
|
<button
|
|
className="button primary"
|
|
disabled={busy || credentialsBusy}
|
|
onClick={async () => {
|
|
if (busy || credentialsBusy) return;
|
|
setBusy(true);
|
|
setError("");
|
|
try {
|
|
await mutate("/api/rebuild", {}, "Analytics index rebuilt");
|
|
setRebuild(false);
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : String(err));
|
|
} finally {
|
|
setBusy(false);
|
|
}
|
|
}}
|
|
>
|
|
{busy ? "Rebuilding…" : "Rebuild from journal"}
|
|
</button>
|
|
</div>
|
|
</Modal>
|
|
)}
|
|
</>
|
|
);
|
|
}
|
|
function Health({
|
|
label,
|
|
ok,
|
|
detail,
|
|
}: {
|
|
label: string;
|
|
ok: boolean;
|
|
detail: string;
|
|
}) {
|
|
return (
|
|
<div className="health">
|
|
<span className={ok ? "positive" : "text-danger"}>
|
|
{ok ? <CheckCircle2 size={18} /> : <AlertCircle size={18} />}
|
|
</span>
|
|
<div>
|
|
<strong>{label}</strong>
|
|
<p>{detail}</p>
|
|
</div>
|
|
</div>
|
|
);
|
|
}
|