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Agents

Agent Knowledge Base

Known Issues & Workarounds

Visualization Pages Require Test Data

Problem: When testing visualization pages (/visualize/pie, /visualize/balance, /visualize/numbers), the app requires uploaded transaction data to display charts. Without data, pages show empty states.

Data Upload Flow: The app uses authenticated sessions. To populate data:

  1. Manual Browser Upload (User Required):
  2. Navigate to /ingest
  3. Drop/select CSV file (supported banks: DKB, Revolut, N26, etc.)
  4. Click "Analyze All" button
  5. Click "Save" button with display name

  6. Data is now available in visualizations

  7. Via curl (Requires Auth Cookie): ```bash # First get auth cookie from browser DevTools (Application > Cookies) curl -X POST -b "auth_token=" \ -F "file=@/path/to/file.csv" \ http://127.0.0.1:8000/ingest/upload

# Then analyze curl -X POST -b "auth_token=" \ http://127.0.0.1:8000/ingest/analyze/{filename} ```

  1. API Endpoints:
  2. POST /ingest/upload - Upload CSV file (multipart)
  3. POST /ingest/analyze/{filename} - Run classification pipeline
  4. POST /ingest/save/{filename} - Mark as saved with display name

Test data locations: - /data/peter/ - Contains sample CSV files from various banks: - account-statement_2025-01-01_2025-10-26_de-de_39c8ff.csv (Revolut, 3.9KB) - dkb-2025-029.csv (DKB, 167KB) - dkb_becker_2025.csv (DKB, 94KB)

Agent Limitations: - Browser subagent does NOT have upload_browser_file tool - Curl requests require auth cookie from existing browser session - Best approach: Use agent endpoints below

Agent-Only Endpoints (No Auth Required)

These endpoints bypass authentication for automated testing:

# 1. Get user_id from browser: go to /me → click "Show workspace ID"

# 2. Upload a file
curl -X POST "http://127.0.0.1:8000/ingest/upload-for-agent?user_id=UUID&file_path=/absolute/path/to/file.csv"

# 3. Analyze the file
curl -X POST "http://127.0.0.1:8000/ingest/analyze-for-agent/{filename}?user_id=UUID"

Example workflow:

USER_ID="31ead70f-c659-4fd8-9b01-fa04cbf1e2de"
FILE="/Users/matthias/mr/pinke/data/peter/account-statement_2025-01-01_2025-10-26_de-de_39c8ff.csv"

curl -s -X POST "http://127.0.0.1:8000/ingest/upload-for-agent?user_id=$USER_ID&file_path=$FILE"
curl -s -X POST "http://127.0.0.1:8000/ingest/analyze-for-agent/account-statement_2025-01-01_2025-10-26_de-de_39c8ff.csv?user_id=$USER_ID"

Do NOT attempt to browser-test visualization pages without ensuring data is loaded first.