Add AI Budget Tools, Enhanced Natural Language Queries, and Bug FixesF/raynab ai

extensions/raynab/CHANGELOG.md

@@ -1,5 +1,37 @@
 # Raynab Changelog
 
+## [AI Budget Tools & Improvements] - {PR_MERGE_DATE}
+
+### ✨ New Features - AI Extensions
+- Added new AI Extensions for natural language budget queries:
+  - `get-budget`: Query budget information including age of money and monthly details
+    - Example: "What is the age of money in my March budget?"
+    - Example: "Tell me about this month's budget?"
+  - `get-big-numbers`: Track spending for today, this week, and this month
+    - Example: "How much have I spent today?"
+    - Example: "What are my big three numbers?"
+  - `get-transactions`: Search and filter transactions with natural language
+    - Example: "Show me all transactions from Taco Bell last month"
+    - Example: "Find my largest expense this week"
+  - `get-categories`: Query category information and spending
+    - Example: "How much did I spend on groceries last month?"
+    - Example: "Which categories are over budget?"
+
+### 💎 Improvements
+- Enhanced budget data retrieval with proper date formatting
+- Improved error handling for budget queries by sending you to the select a budget screen
+- Added detailed logging for budget tool debugging
+- Enhanced currency formatting in budget responses
+- Added support for natural language queries across all tools
+- Improved error messages and user feedback for AI tool operations
+
+### 🐞 Bug Fixes
+- Fixed date format mismatch in budget month queries
+- Fixed budget data retrieval for specific months
+- Resolved issues with budget currency formatting
+- Fixed error handling in AI tool operations
+- Resolved issues with transaction form validation for create and edit
+
 ## [Improvements & Bug fixes] - 2025-02-14
 
 - Add a dropdown to choose the transaction's payee. Optionally allow manual input

extensions/raynab/README.md

@@ -33,6 +33,33 @@ You can change the active budget at any time using the command. For most people
 
 ## Commands
 
+### AI Extensions
+
+Raynab now includes AI Extensions for querying your budget information through natural language. You can ask questions like:
+
+#### Transaction Management
+- "@raynab add a transaction for $25.50 at Starbucks"
+- "@raynab show me my recent transactions"
+- "@raynab show me my Amazon purchases from last year"
+- "@raynab what did I spend at Target in the past month?"
+- "@raynab what was my transaction with Amazon on March 14?"
+- "@raynab show me my transactions with Amazon this month"
+- "@raynab what did I spend at Amazon last month?"
+
+#### Account Queries
+- "@raynab show me my account balances"
+- "@raynab what is my checking account balance?"
+- "@raynab show me my checking account"
+- "@raynab how much is in my checking?"
+
+#### Big Numbers
+- "@raynab what are my big three numbers?"
+- "@raynab show me my big numbers"
+
+#### Budget Information
+- "@raynab what is the age of money in my current budget?"
+- "@raynab tell me about my this month's budget"
+
 ### List Transactions
 
 This command will list your transactions for up to a year. It is the heart of Raynab as this will probably the place where you will spend most of your time understanding your inflows, outflows, and transfers.