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v1.1.0 — AI Chat Integration

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@jaydenroberts jaydenroberts released this 07 Apr 04:52
v1.1.0
bd3a530

What's new

AI Chat (/chat)

A full AI chat interface is now built into Tally. Ask questions about your finances in plain language — the AI can browse your transactions, check budgets, review account balances, and (with the right persona) add or update records directly.

  • Multi-provider — works with Anthropic (Claude), OpenAI (GPT), or any OpenAI-compatible endpoint including Ollama for fully local inference
  • Persona system — each user is assigned a persona that controls data access (full / summary / readonly) and write permissions
  • Tool use — 8 built-in tools: get_transactions, get_accounts, get_budget_summary, get_categories, add_transaction, update_transaction, add_savings_contribution, add_debt_payment
  • Streaming — responses stream in real time via SSE
  • Markdown rendering — bold, italic, and line breaks rendered inline (no external dependency)

New environment variables

Variable Default Notes
AI_PROVIDER anthropic anthropic, openai, or any OpenAI-compatible provider
AI_API_KEY — API key for the selected provider; not required for local Ollama
AI_MODEL provider default e.g. claude-3-5-sonnet-20241022, gpt-4o, llama3.2
AI_BASE_URL — Required for Ollama / local endpoints (e.g. http://ollama:11434/v1)

Upgrading from v1.0.0

  1. Pull the new image: docker pull jaydenroberts/tally:latest
  2. Stop and remove the existing container
  3. Add the AI env vars to your run command or env file (all optional — chat is simply unavailable if not set)
  4. Recreate the container
  5. Sign out and back in — the login response now embeds the full persona object

Note: The data_window_days column is added to the personas table automatically on first startup via create_all. Existing databases are updated in place — no manual migration needed.

Dependencies added

  • anthropic==0.49.0
  • openai==1.30.5
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