fix(chart): simplify to single insert_chart tool that does everything

memento-note/app/api/chat/route.ts

@@ -220,13 +220,12 @@ Momento is an intelligent note-taking application. Key features include:
 - **Lab**: Experimental AI tools for data analysis and deeper insights.
 
 ## Available tools
-You have access to: note_search, note_read, note_find_and_update, document_search, task_extract, web_search, web_scrape, generate_chart, insert_chart_in_note.
+You have access to: note_search, note_read, note_find_and_update, document_search, task_extract, web_search, web_scrape, insert_chart.
 Only use tools if you need more information. Never invent note IDs or URLs.
 - document_search: Searches attached PDF documents for the current note/notebook. Use when the user asks about documents or files.
 - task_extract: Extracts action items from notes and creates a synthesis note. Use when the user asks to extract tasks or TODOs.
 - note_find_and_update: Finds a note by search query and appends/prepends/replaces content. Use when the user says "find the note about X and add Y to it".
-- generate_chart: Generates a chart (bar, line, area, pie, radar, funnel, gauge) from data and returns it as markdown. Use when the user asks for a chart, graph, visualization, or wants to see data visually.
-- insert_chart_in_note: Creates a chart and directly inserts it into a note. Use when the user says "make a chart", "create a graph", "visualize this data" in the context of editing a note.`,
+- insert_chart: Generates a chart (bar, line, area, pie, radar) and inserts it directly into the note. Use when the user asks "make a chart", "create a graph", "visualize this data", "show me a chart of X". Chart types: bar (comparisons), horizontal-bar (long labels), line/area (trends), pie (proportions), radar (comparisons).`,
     },
     fr: {
       contextWithNotes: `## Notes et documents de l'utilisateur\n\n${contextNotes}\n\nQuand tu utilises une info venant des notes ci-dessus, cite le titre de la note source entre parenthèses, ex: "Le déploiement se fait via Docker (💻 Development Guide)". Pour les documents PDF, cite le nom du fichier et la page, ex: "Le chiffre d'affaires est de 5M$ (📄 rapport.pdf p.12)". Ne recopie pas mot pour mot — reformule.`,
@@ -257,12 +256,11 @@ Only use tools if you need more information. Never invent note IDs or URLs.
 Momento est une application de prise de notes intelligente. Ses fonctionnalités : Éditeur Markdown riche, Copilot IA, Organisation par Carnets, Recherche sémantique, Agents IA, Lab.
 
 ## Outils disponibles
-Tu as accès à : note_search, note_read, note_find_and_update, document_search, task_extract, web_search, web_scrape, generate_chart, insert_chart_in_note.
+Tu as accès à : note_search, note_read, note_find_and_update, document_search, task_extract, web_search, web_scrape, insert_chart.
 - document_search : Recherche dans les documents PDF attachés à la note/au carnet.
 - task_extract : Extrait les tâches/action items des notes et crée une note de synthèse.
 - note_find_and_update : Trouve une note par recherche textuelle et ajoute/prépose/remplace du contenu. Utilise quand l'utilisateur dit "trouve la note sur X et ajoute-y Y".
-- generate_chart : Génère un graphique (barres, ligne, aire, circulaire, radar, entonnoir, jauge) à partir de données et le retourne en markdown. Utilise quand l'utilisateur demande un graphique, une visualisation, ou veut voir des données visuellement.
-- insert_chart_in_note : Crée un graphique et l'insère directement dans une note. Utilise quand l'utilisateur dit "fais un graphique", "crée un chart", "visualise ces données" dans le contexte d'édition d'une note.`,
+- insert_chart : Génère un graphique (barres, ligne, aire, circulaire, radar) et l'insère directement dans la note. Utilise quand l'utilisateur demande "fais un graphique", "crée un chart", "visualise ces données", "montre-moi un chart de X". Types : bar (comparaisons), horizontal-bar (labels longs), line/area (tendances), pie (proportions), radar (comparaisons).`,
     },
     fa: {
       contextWithNotes: `## یادداشت‌های کاربر\n\n${contextNotes}\n\nهنگام استفاده از اطلاعات یادداشت‌های بالا، عنوان یادداشت منبع را در پرانتز ذکر کنید.`,

memento-note/lib/ai/tools/chart.tool.ts

@@ -6,111 +6,78 @@
 import { tool } from 'ai'
 import { z } from 'zod'
 import { toolRegistry } from './registry'
+import { prisma } from '@/lib/prisma'
 
-// Chart generation tool - inserts chart as markdown code block
+// Simple chart insertion tool - does everything in one call
 toolRegistry.register({
-  name: 'generate_chart',
-  description: 'Generate an inline chart from data and insert it into a note as markdown. The chart will be rendered directly in the note.',
+  name: 'insert_chart',
+  description: 'Generate a chart and insert it directly into a note. Use when the user asks for a chart, graph, or visualization.',
   isInternal: true,
   buildTool: (ctx) =>
     tool({
-      description: `Generate an inline chart from data and return it as a markdown code block that can be inserted into a note.
+      description: `Generate a chart and insert it directly into the note content.
 
 Available chart types:
-- "bar": Vertical bar chart
-- "horizontal-bar": Horizontal bar chart
-- "line": Line chart for trends over time
-- "area": Area chart (filled line)
-- "pie": Pie/donut chart for proportions
-- "radar": Radar chart for comparing multiple dimensions
-- "funnel": Funnel chart for stages/conversions
-- "gauge": Gauge/meter for a single value
+- "bar": Vertical bar chart (default for comparisons)
+- "horizontal-bar": Horizontal bar chart (use when labels are long)
+- "line": Line chart (use for time series or trends)
+- "area": Area chart (filled line chart)
+- "pie": Pie chart (use for proportions/percentages)
+- "radar": Radar chart (use for comparing multiple dimensions)
 
-Data format: Array of objects with "label" (string) and "value" (number).
+IMPORTANT: When the user asks for a chart/graph/visualization:
+1. Extract the data from the note or user request
+2. Choose the appropriate chart type based on the data
+3. Generate the chart markdown using this format:
 
-IMPORTANT:
-- Extract data from the note content when possible
-- Keep labels short (max 20 characters)
-- Round values to reasonable precision (max 2 decimal places)
-- For time series, use short date formats (Jan, Feb, Mar or 2023, 2024)
-- Maximum 12 data points for readability
-- The output will be rendered as a visual chart in the note`,
+\`\`\`chart
+{chartType}
+{title}
+{label1}: {value1}
+{label2}: {value2}
+...
+\`\`\`
+
+Example for "show sales by month":
+\`\`\`chart
+bar
+Sales by Month
+Jan: 5000
+Feb: 7500
+Mar: 6200
+\`\`\`
+
+4. Call this tool with the noteId, the chart markdown, and where to insert it`,
       inputSchema: z.object({
-        chartType: z.enum(['bar', 'horizontal-bar', 'line', 'area', 'pie', 'radar', 'funnel', 'gauge']).describe('Type of chart to generate'),
-        title: z.string().optional().describe('Optional title for the chart'),
-        data: z.array(z.object({
-          label: z.string().describe('Label for the data point (e.g., month name, category)'),
-          value: z.number().describe('Numeric value for the data point'),
-        })).describe('Array of data points with label and value'),
-        insertLocation: z.enum(['append', 'prepend', 'replace']).default('append').describe('Where to insert the chart in the note'),
-        targetNoteId: z.string().optional().describe('Optional: specific note ID to update. If not provided, use the current note.'),
+        noteId: z.string().describe('The note ID to update'),
+        chartMarkdown: z.string().describe('The complete chart markdown block to insert (including the ```chart fences)'),
+        insertLocation: z.enum(['append', 'prepend']).default('append').describe('append: add to end, prepend: add to start'),
       }),
-      execute: async ({ chartType, title, data, insertLocation, targetNoteId }) => {
+      execute: async ({ noteId, chartMarkdown, insertLocation }) => {
         try {
-          // Generate the markdown code block for the chart
-          const chartData = data.map(d => `${d.label}: ${d.value}`).join('\n')
-          const chartMarkdown = `\`\`\`chart
-${chartType}${title ? `\n${title}` : ''}
-${chartData}
-\`\`\`\n`
+          const note = await prisma.note.findFirst({
+            where: { id: noteId, userId: ctx.userId },
+            select: { content: true },
+          })
+
+          if (!note) return { error: 'Note not found' }
+
+          const updatedContent = insertLocation === 'append'
+            ? `${note.content}\n\n${chartMarkdown}`
+            : `${chartMarkdown}\n\n${note.content}`
+
+          await prisma.note.update({
+            where: { id: noteId },
+            data: { content: updatedContent },
+          })
 
           return {
             success: true,
+            message: `Chart ${insertLocation === 'append' ? 'appended' : 'prepended'} to note.`,
             chartMarkdown,
-            chartType,
-            dataPointCount: data.length,
-            message: `Chart generated with ${data.length} data points. Insert this markdown into the note.`,
           }
         } catch (e: any) {
-          return { success: false, error: `Chart generation failed: ${e.message}` }
-        }
-      },
-    }),
-})
-
-// Quick chart insert tool - directly updates a note with a chart
-toolRegistry.register({
-  name: 'insert_chart_in_note',
-  description: 'Insert a chart directly into a note. Reads the note, extracts relevant data, generates a chart, and updates the note content.',
-  isInternal: true,
-  buildTool: (ctx) =>
-    tool({
-      description: `Insert a chart directly into a note. This tool will:
-1. Read the current note content
-2. Extract relevant data from the note (sales, metrics, comparisons, etc.)
-3. Generate an appropriate chart type based on the data
-4. Insert the chart markdown into the note
-
-Use this when the user says "make a chart", "create a graph", "visualize this data", etc.
-
-Choose the chart type based on the data:
-- Use "bar" for comparing values across categories (default)
-- Use "horizontal-bar" when labels are long
-- Use "line" or "area" for time series or trends
-- Use "pie" for showing proportions/percentages
-- Use "radar" for comparing multiple attributes
-- Use "funnel" for stages or conversion data
-- Use "gauge" for progress/KPI (single value)`,
-      inputSchema: z.object({
-        noteId: z.string().describe('The note ID to read and update'),
-        chartHint: z.string().optional().describe('Optional hint about what to chart (e.g., "sales by month", "comparison of products")'),
-        insertLocation: z.enum(['append', 'prepend', 'before-section', 'after-section']).default('append').describe('Where to insert the chart'),
-        sectionMarker: z.string().optional().describe('For before-section/after-section: the heading text to find (e.g., "## Sales Data")'),
-      }),
-      execute: async ({ noteId, chartHint, insertLocation, sectionMarker }) => {
-        try {
-          // We'll return the instructions for the AI to format the chart
-          // The actual note update will be done by note_find_and_update or note_update
-          return {
-            success: true,
-            instructions: 'Generate a chart markdown block using the generate_chart tool, then use note_update or note_find_and_update to insert it into the note.',
-            noteId,
-            chartHint,
-            insertLocation,
-            sectionMarker,
-          }
-        } catch (e: any) {
-          return { success: false, error: `Failed to prepare chart insertion: ${e.message}` }
+          return { success: false, error: `Failed: ${e.message}` }
         }
       },
     }),

memento-note/lib/ai/tools/registry.ts

@@ -52,7 +52,7 @@ class ToolRegistry {
    * When webOnly is true, only web tools are included (no note access).
    */
   buildToolsForChat(ctx: ToolContext & { webOnly?: boolean }): Record<string, any> {
-    const toolNames: string[] = ctx.webOnly ? [] : ['note_search', 'note_read', 'note_find_and_update', 'document_search', 'task_extract', 'generate_chart', 'insert_chart_in_note']
+    const toolNames: string[] = ctx.webOnly ? [] : ['note_search', 'note_read', 'note_find_and_update', 'document_search', 'task_extract', 'insert_chart']
 
     // Add web tools only when user toggled web search AND config is present
     if (ctx.webSearch) {