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3 Commits

Author SHA1 Message Date
Carlos Escalante
20b4ad102d Wrap transaction_type in col() for notin_ filter
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Details 
SQLModel enum columns need col() to expose SQLAlchemy operators like
notin_. Without it the agent tool raised at query build time and the
chat card flashed away.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 22:58:28 -06:00
Carlos Escalante
ec716e698f Exclude SALARY and DEPOSITO from agent recent-transactions tool
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Details 
The 'last N transactions' answer was including salary deposits, which the
user reads as expense activity. Filter income types out at the query level.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 22:55:53 -06:00
Carlos Escalante
7f602a67af Add Microsoft Agent Framework assistant with read-only tools 
Wires up an OpenAI-backed MAF agent that exposes WealthySmart
data through tool calls (recent transactions, cycle summary,
analytics, pensions). Pulls in agent-framework + AG-UI adapter
+ OpenAI client deps.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 22:01:50 -06:00