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show balances and spending from the home page, behind the plaid experiment - #117
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Two widgets for what a person types about their banks. Balances lists every bank's accounts
with what each holds or owes and their sums, the account asked about standing out. Transactions
shows a stretch of days, at a merchant, of a kind, in a direction or on an account where those
are said, what they add up to beside the same days before, and the newest of them. The days are
read from the text in the browser ("last month", "in september", "the past 90 days"), which also
sifts the transactions as typing goes on, so a range is read from the bank once.
The model fills merchant, category (Plaid's primary categories, in @proxy/utils), flow and
account. A merchant naming an account is taken for the account, and one no transaction has
beside a kind for the kind. The classifier builds its instructions and schema per set of widgets
offered, so an organization without the experiment is never offered the bank widgets, and asks
OpenRouter for hosts that neither keep prompts nor train on them.
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Adds two home page widgets for an organization with the plaid experiment. Balances lists every bank's accounts with what each holds or owes and their sums, the account asked about standing out; Transactions shows a stretch of days at a merchant, of a kind, in a direction or on an account, what they add up to beside the same days before, and the newest of them.
The days are read from the text in the browser ("last month", "in september", "the past 90 days"), which also sifts a range's transactions as typing goes on, so each range is read from the bank once through
GET /api/widgets/transactions. The classifier now builds its instructions and schema per set of widgets offered, so organizations without the experiment are never offered the bank widgets, and the OpenRouter request asks for hosts that neither keep prompts nor train on them. A merchant the model takes an account or a kind for ("my sapphire", "groceries") falls back to the account or the kind.Open workspace in Conductor