From 23edd144ed952802f9ea0fd1103a1e83db916b89 Mon Sep 17 00:00:00 2001
From: Ben Sima <ben@bensima.com>
Date: Sat, 13 Dec 2025 22:01:49 -0500
Subject: Add hledger tools to Telegram bot

- New Omni/Agent/Tools/Hledger.hs with 5 tools:
  - hledger_balance: query account balances
  - hledger_register: show transaction history
  - hledger_add: create new transactions
  - hledger_income_statement: income vs expenses
  - hledger_balance_sheet: net worth view

- All tools support currency parameter (default: USD)
- Balance, register, income_statement support period parameter
- Period uses hledger syntax (thismonth, 2024, from X to Y)
- Shell escaping fixed for multi-word period strings

- Authorization: only Ben and Kate get hledger tools
- Max iterations increased from 5 to 10
- Transactions written to ~/fund/telegram-transactions.journal
---
 Omni/Agent/Telegram.hs | 30 ++++++++++++++++++++++++++++--
 1 file changed, 28 insertions(+), 2 deletions(-)

(limited to 'Omni/Agent/Telegram.hs')

diff --git a/Omni/Agent/Telegram.hs b/Omni/Agent/Telegram.hs
index 148bb6a..977e590 100644
--- a/Omni/Agent/Telegram.hs
+++ b/Omni/Agent/Telegram.hs
@@ -86,6 +86,7 @@ import qualified Omni.Agent.Telegram.Messages as Messages
 import qualified Omni.Agent.Telegram.Reminders as Reminders
 import qualified Omni.Agent.Telegram.Types as Types
 import qualified Omni.Agent.Tools.Calendar as Calendar
+import qualified Omni.Agent.Tools.Hledger as Hledger
 import qualified Omni.Agent.Tools.Notes as Notes
 import qualified Omni.Agent.Tools.Pdf as Pdf
 import qualified Omni.Agent.Tools.Todos as Todos
@@ -827,11 +828,27 @@ processEngagedMessage tgConfig provider engineCfg msg uid userName chatId userMe
         if Types.isGroupChat msg
           then "\n\n## Chat Type\nThis is a GROUP CHAT. Apply the group response rules - only respond if appropriate."
           else "\n\n## Chat Type\nThis is a PRIVATE CHAT. Always respond to the user."
+      hledgerContext =
+        if isHledgerAuthorized userName
+          then
+            Text.unlines
+              [ "",
+                "## hledger (personal finance)",
+                "",
+                "you have access to hledger tools for querying and recording financial transactions.",
+                "account naming: ex (expenses), as (assets), li (liabilities), in (income), eq (equity).",
+                "level 2 is owner: 'me' (personal) or 'us' (shared/family).",
+                "level 3 is type: need (necessary), want (discretionary), cash, cred (credit), vest (investments).",
+                "examples: ex:me:want:grooming, as:us:cash:checking, li:us:cred:chase.",
+                "when user says 'i spent $X at Y', use hledger_add with appropriate accounts."
+              ]
+          else ""
       systemPrompt =
         telegramSystemPrompt
           <> "\n\n## Current Date and Time\n"
           <> timeStr
           <> chatContext
+          <> hledgerContext
           <> "\n\n## Current User\n"
           <> "You are talking to: "
           <> userName
@@ -872,13 +889,17 @@ processEngagedMessage tgConfig provider engineCfg msg uid userName chatId userMe
           Messages.listPendingMessagesTool uid chatId,
           Messages.cancelMessageTool
         ]
-      tools = memoryTools <> searchTools <> webReaderTools <> pdfTools <> notesTools <> calendarTools <> todoTools <> messageTools
+      hledgerTools =
+        if isHledgerAuthorized userName
+          then Hledger.allHledgerTools
+          else []
+      tools = memoryTools <> searchTools <> webReaderTools <> pdfTools <> notesTools <> calendarTools <> todoTools <> messageTools <> hledgerTools
 
   let agentCfg =
         Engine.defaultAgentConfig
           { Engine.agentSystemPrompt = systemPrompt,
             Engine.agentTools = tools,
-            Engine.agentMaxIterations = 5,
+            Engine.agentMaxIterations = 10,
             Engine.agentGuardrails =
               Engine.defaultGuardrails
                 { Engine.guardrailMaxCostCents = 10.0,
@@ -930,6 +951,11 @@ maxConversationTokens = 4000
 summarizationThreshold :: Int
 summarizationThreshold = 3000
 
+isHledgerAuthorized :: Text -> Bool
+isHledgerAuthorized userName =
+  let lowerName = Text.toLower userName
+   in "ben" `Text.isInfixOf` lowerName || "kate" `Text.isInfixOf` lowerName
+
 checkAndSummarize :: Text -> Text -> Int -> IO ()
 checkAndSummarize openRouterKey uid chatId = do
   (_, currentTokens) <- Memory.getConversationContext uid chatId maxConversationTokens
-- 
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