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Maybe/app/helpers/application_helper.rb

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module ApplicationHelper
include Pagy::Frontend
def styled_form_with(**options, &block)
options[:builder] = StyledFormBuilder
form_with(**options, &block)
end
def icon(key, size: "md", color: "default", custom: false, as_button: false, **opts)
extra_classes = opts.delete(:class)
sizes = { xs: "w-3 h-3", sm: "w-4 h-4", md: "w-5 h-5", lg: "w-6 h-6", xl: "w-7 h-7", "2xl": "w-8 h-8" }
colors = { default: "fg-gray", white: "fg-inverse", success: "text-success", warning: "text-warning", destructive: "text-destructive", current: "text-current" }
icon_classes = class_names(
"shrink-0",
sizes[size.to_sym],
colors[color.to_sym],
extra_classes
)
if custom
inline_svg_tag("#{key}.svg", class: icon_classes, **opts)
elsif as_button
render ButtonComponent.new(variant: "icon", class: extra_classes, icon: key, size: size, type: "button", **opts)
else
lucide_icon(key, class: icon_classes, **opts)
end
end
# Convert alpha (0-1) to 8-digit hex (00-FF)
def hex_with_alpha(hex, alpha)
alpha_hex = (alpha * 255).round.to_s(16).rjust(2, "0")
"#{hex}#{alpha_hex}"
end
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def title(page_title)
content_for(:title) { page_title }
end
def header_title(page_title)
content_for(:header_title) { page_title }
end
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def header_description(page_description)
content_for(:header_description) { page_description }
end
def page_active?(path)
current_page?(path) || (request.path.start_with?(path) && path != "/")
end
# Wrapper around I18n.l to support custom date formats
def format_date(object, format = :default, options = {})
date = object.to_date
format_code = options[:format_code] || Current.family&.date_format
if format_code.present?
date.strftime(format_code)
else
I18n.l(date, format: format, **options)
end
end
def format_money(number_or_money, options = {})
return nil unless number_or_money
Money.new(number_or_money).format(options)
end
def totals_by_currency(collection:, money_method:, separator: " | ", negate: false)
collection.group_by(&:currency)
.transform_values { |item| calculate_total(item, money_method, negate) }
.map { |_currency, money| format_money(money) }
.join(separator)
end
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def show_super_admin_bar?
if params[:admin].present?
cookies.permanent[:admin] = params[:admin]
end
cookies[:admin] == "true"
end
Personal finance AI (v1) (#2022) * AI sidebar * Add chat and message models with associations * Implement AI chat functionality with sidebar and messaging system - Add chat and messages controllers - Create chat and message views - Implement chat-related routes - Add message broadcasting and user interactions - Update application layout to support chat sidebar - Enhance user model with initials method * Refactor AI sidebar with enhanced chat menu and interactions - Update sidebar layout with dynamic width and improved responsiveness - Add new chat menu Stimulus controller for toggling between chat and chat list views - Improve chat list display with recent chats and empty state - Extract AI avatar to a partial for reusability - Enhance message display and interaction styling - Add more contextual buttons and interaction hints * Improve chat scroll behavior and message styling - Refactor chat scroll functionality with Stimulus controller - Optimize message scrolling in chat views - Update message styling for better visual hierarchy - Enhance chat container layout with flex and auto-scroll - Simplify message rendering across different chat views * Extract AI avatar to a shared partial for consistent styling - Refactor AI avatar rendering across chat views - Replace hardcoded avatar markup with a reusable partial - Simplify avatar display in chats and messages views * Update sidebar controller to handle right panel width dynamically - Add conditional width class for right sidebar panel - Ensure consistent sidebar toggle behavior for both left and right panels - Use specific width class for right panel (w-[375px]) * Refactor chat form and AI greeting with flexible partials - Extract message form to a reusable partial with dynamic context support - Create flexible AI greeting partial for consistent welcome messages - Simplify chat and sidebar views by leveraging new partials - Add support for different form scenarios (chat, new chat, sidebar) - Improve code modularity and reduce duplication * Add chat clearing functionality with dynamic menu options - Implement clear chat action in ChatsController - Add clear chat route to support clearing messages - Update AI sidebar with dropdown menu for chat actions - Preserve system message when clearing chat - Enhance chat interaction with new menu options * Add frontmatter to project structure documentation - Create initial frontmatter for structure.mdc file - Include description and configuration options - Prepare for potential dynamic documentation rendering * Update general project rules with additional guidelines - Add rule for using `Current.family` instead of `current_family` - Include new guidelines for testing, API routes, and solution approach - Expand project-specific rules for more consistent development practices * Add OpenAI gem and AI-friendly data representations - Add `ruby-openai` gem for AI integration - Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement - Include Promptable module in both models - Add savings rate calculation method in IncomeStatement - Prepare financial models for AI-powered insights and interactions * Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities - Implement comprehensive AI financial query system with function-based interactions - Add detailed debug logging for AI responses and function calls - Extend BalanceSheet and IncomeStatement models with AI-friendly methods - Create robust error handling and fallback mechanisms for AI queries - Update chat and message views to support debug mode and enhanced rendering - Add AI query routes and initial test coverage for financial assistant * Refactor AI sidebar and chat layout with improved structure and comments - Remove inline AI chat from application layout - Enhance AI sidebar with more semantic HTML structure - Add descriptive comments to clarify different sections of chat view - Improve flex layout and scrolling behavior in chat messages container - Optimize message rendering with more explicit class names and structure * Add Markdown rendering support for AI chat messages - Implement `markdown` helper method in ApplicationHelper using Redcarpet - Update message view to render AI messages with Markdown formatting - Add comprehensive Markdown rendering options (tables, code blocks, links) - Enhance AI Financial Assistant prompt to encourage Markdown usage - Remove commented Markdown CSS in Tailwind application stylesheet * Missing comma * Enhance AI response processing with chat history context * Improve AI debug logging with payload size limits and internal message flag * Enhance AI chat interaction with improved thinking indicator and scrolling behavior * Add AI consent and enable/disable functionality for AI chat * Upgrade Biome and refactor JavaScript template literals - Update @biomejs/biome to latest version with caret (^) notation - Refactor AI query and chat controllers to use template literals - Standardize npm scripts formatting in package.json * Add beta testing usage note to AI consent modal * Update test fixtures and configurations for AI chat functionality - Add family association to chat fixtures and tests - Set consistent password digest for test users - Enable AI for test users - Add OpenAI access token for test environment - Update chat and user model tests to include family context * Simplify data model and get tests passing * Remove structure.mdc from version control * Integrate AI chat styles into existing prose pattern * Match Figma design spec, implement Turbo frames and actions for chats controller * AI rules refresh * Consolidate Stimulus controllers, thinking state, controllers, and views * Naming, domain alignment * Reset migrations * Improve data model to support tool calls and message types * Tool calling tests and fixtures * Tool call implementation and test * Get assistant test working again * Test updates * Process tool calls within provider * Chat UI back to working state again * Remove stale code * Tests passing * Update openai class naming to avoid conflicts * Reconfigure test env * Rebuild gemfile * Fix naming conflicts for ChatResponse * Message styles * Use OpenAI conversation state management * Assistant function base implementation * Add back thinking messages, clean up error handling for chat * Fix sync error when security price has bad data from provider * Add balance sheet function to assistant * Add better function calling error visibility * Add income statement function * Simplify and clean up "thinking" interactions with Turbo frames * Remove stale data definitions from functions * Ensure VCR fixtures working with latest code * basic stream implementation * Get streaming working * Make AI sidebar wider when left sidebar is collapsed * Get tests working with streaming responses * Centralize provider error handling * Provider data boundaries --------- Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-03-28 13:08:22 -04:00
# Renders Markdown text using Redcarpet
def markdown(text)
return "" if text.blank?
renderer = Redcarpet::Render::HTML.new(
hard_wrap: true,
link_attributes: { target: "_blank", rel: "noopener noreferrer" }
)
markdown = Redcarpet::Markdown.new(
renderer,
autolink: true,
tables: true,
fenced_code_blocks: true,
strikethrough: true,
superscript: true,
underline: true,
highlight: true,
quote: true,
footnotes: true
)
markdown.render(text).html_safe
end
private
def calculate_total(item, money_method, negate)
# Filter out transfer-type transactions from entries
# Only Entry objects have entryable transactions, Account objects don't
items = item.reject do |i|
i.is_a?(Entry) &&
i.entryable.is_a?(Transaction) &&
i.entryable.transfer?
end
total = items.sum(&money_method)
negate ? -total : total
end
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end