2024-02-08 10:46:05 -06:00
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GIT
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remote: https://github.com/maybe-finance/lucide-rails.git
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2024-10-08 14:37:47 -05:00
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revision: 272e5fb8418ea458da3995d6abe0ba0ceee9c9f0
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2024-02-08 10:46:05 -06:00
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specs:
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lucide-rails (0.2.0)
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railties (>= 4.1.0)
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2024-08-15 11:17:28 -05:00
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GEM
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remote: https://rubygems.org/
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2024-02-02 09:05:04 -06:00
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specs:
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2025-06-16 09:04:14 -04:00
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aasm (5.5.1)
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2025-05-15 10:19:56 -04:00
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concurrent-ruby (~> 1.0)
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2024-12-16 12:52:29 -05:00
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actioncable (7.2.2.1)
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actionpack (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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nio4r (~> 2.0)
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websocket-driver (>= 0.6.1)
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zeitwerk (~> 2.6)
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2024-12-16 12:52:29 -05:00
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actionmailbox (7.2.2.1)
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actionpack (= 7.2.2.1)
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activejob (= 7.2.2.1)
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activerecord (= 7.2.2.1)
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activestorage (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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mail (>= 2.8.0)
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2024-12-16 12:52:29 -05:00
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actionmailer (7.2.2.1)
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actionpack (= 7.2.2.1)
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actionview (= 7.2.2.1)
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activejob (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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mail (>= 2.8.0)
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rails-dom-testing (~> 2.2)
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2024-12-16 12:52:29 -05:00
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actionpack (7.2.2.1)
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actionview (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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nokogiri (>= 1.8.5)
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racc
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2024-08-05 09:13:34 -04:00
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rack (>= 2.2.4, < 3.2)
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2024-02-02 09:05:04 -06:00
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rack-session (>= 1.0.1)
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rack-test (>= 0.6.3)
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rails-dom-testing (~> 2.2)
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rails-html-sanitizer (~> 1.6)
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useragent (~> 0.16)
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2024-12-16 12:52:29 -05:00
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actiontext (7.2.2.1)
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actionpack (= 7.2.2.1)
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activerecord (= 7.2.2.1)
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activestorage (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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globalid (>= 0.6.0)
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nokogiri (>= 1.8.5)
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2024-12-16 12:52:29 -05:00
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actionview (7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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builder (~> 3.1)
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erubi (~> 1.11)
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rails-dom-testing (~> 2.2)
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rails-html-sanitizer (~> 1.6)
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2024-12-16 12:52:29 -05:00
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activejob (7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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globalid (>= 0.3.6)
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2024-12-16 12:52:29 -05:00
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activemodel (7.2.2.1)
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activesupport (= 7.2.2.1)
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activerecord (7.2.2.1)
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activemodel (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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timeout (>= 0.4.0)
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2025-06-09 09:53:32 -04:00
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activerecord-import (2.2.0)
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2025-03-24 09:59:27 -04:00
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activerecord (>= 4.2)
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2024-12-16 12:52:29 -05:00
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activestorage (7.2.2.1)
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actionpack (= 7.2.2.1)
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activejob (= 7.2.2.1)
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activerecord (= 7.2.2.1)
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activesupport (= 7.2.2.1)
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2024-02-02 09:05:04 -06:00
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marcel (~> 1.0)
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2024-12-16 12:52:29 -05:00
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activesupport (7.2.2.1)
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2024-02-02 09:05:04 -06:00
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base64
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2024-11-05 08:17:40 -05:00
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benchmark (>= 0.3)
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2024-02-02 09:05:04 -06:00
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bigdecimal
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2024-06-03 08:41:06 -04:00
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concurrent-ruby (~> 1.0, >= 1.3.1)
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2024-02-02 09:05:04 -06:00
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connection_pool (>= 2.2.5)
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drb
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i18n (>= 1.6, < 2)
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2024-07-01 11:24:51 -04:00
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logger (>= 1.4.2)
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2024-05-20 11:01:09 -04:00
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minitest (>= 5.1)
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2024-08-05 09:13:34 -04:00
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securerandom (>= 0.3)
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2024-02-02 09:05:04 -06:00
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tzinfo (~> 2.0, >= 2.0.5)
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2024-10-07 10:30:22 -04:00
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addressable (2.8.7)
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public_suffix (>= 2.0.2, < 7.0)
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2025-05-15 10:19:56 -04:00
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after_commit_everywhere (1.6.0)
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activerecord (>= 4.2)
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activesupport
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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
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ast (2.4.3)
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2025-06-09 09:53:32 -04:00
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aws-eventstream (1.4.0)
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aws-partitions (1.1113.0)
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aws-sdk-core (3.225.1)
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2024-04-30 18:38:33 +01:00
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aws-eventstream (~> 1, >= 1.3.0)
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2024-10-21 09:52:37 -04:00
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aws-partitions (~> 1, >= 1.992.0)
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2024-08-19 09:25:43 -04:00
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aws-sigv4 (~> 1.9)
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2025-03-17 13:04:59 -04:00
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|
|
base64
|
2024-04-30 18:38:33 +01:00
|
|
|
jmespath (~> 1, >= 1.6.1)
|
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
|
|
|
logger
|
2025-06-09 09:53:32 -04:00
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|
|
aws-sdk-kms (1.104.0)
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aws-sdk-core (~> 3, >= 3.225.0)
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2024-07-08 09:07:52 -04:00
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aws-sigv4 (~> 1.5)
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2025-01-23 10:22:53 -06:00
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aws-sdk-s3 (1.177.0)
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aws-sdk-core (~> 3, >= 3.210.0)
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2024-04-30 18:38:33 +01:00
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aws-sdk-kms (~> 1)
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2024-07-08 09:07:52 -04:00
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aws-sigv4 (~> 1.5)
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2025-06-09 09:53:32 -04:00
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|
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aws-sigv4 (1.12.0)
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2024-04-30 18:38:33 +01:00
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|
|
aws-eventstream (~> 1, >= 1.0.2)
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2025-06-09 09:53:32 -04:00
|
|
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base64 (0.3.0)
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2024-02-02 09:05:04 -06:00
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|
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bcrypt (3.1.20)
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2025-06-09 09:53:32 -04:00
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|
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benchmark (0.4.1)
|
2025-01-31 19:08:21 -05:00
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|
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benchmark-ips (2.14.0)
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2024-05-02 10:18:06 -04:00
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better_html (2.1.1)
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2024-02-03 14:17:49 -06:00
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actionview (>= 6.0)
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activesupport (>= 6.0)
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ast (~> 2.0)
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erubi (~> 1.4)
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parser (>= 2.4)
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smart_properties
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2025-06-09 09:53:32 -04:00
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bigdecimal (3.2.2)
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2024-02-02 09:05:04 -06:00
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bindex (0.8.1)
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2025-05-19 13:31:56 -04:00
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bootsnap (1.18.6)
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2024-02-02 09:05:04 -06:00
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msgpack (~> 1.2)
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2025-04-08 11:00:11 -04:00
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brakeman (7.0.2)
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2024-02-02 09:05:04 -06:00
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racc
|
2024-06-10 12:32:25 -04:00
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builder (3.3.0)
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2024-02-02 09:05:04 -06:00
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capybara (3.40.0)
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addressable
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matrix
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mini_mime (>= 0.1.3)
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nokogiri (~> 1.11)
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rack (>= 1.6.0)
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rack-test (>= 0.6.3)
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regexp_parser (>= 1.5, < 3.0)
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xpath (~> 3.2)
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2025-01-27 16:29:30 -05:00
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childprocess (5.1.0)
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logger (~> 1.5)
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2025-02-06 14:16:53 -06:00
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chunky_png (1.4.0)
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2024-05-02 13:18:18 -04:00
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climate_control (1.2.0)
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2025-05-26 06:17:18 -04:00
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concurrent-ruby (1.3.5)
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2025-04-30 18:14:22 -04:00
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connection_pool (2.5.3)
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2024-03-27 09:16:00 -06:00
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crack (1.0.0)
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bigdecimal
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rexml
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2024-02-02 09:05:04 -06:00
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crass (1.0.6)
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2025-05-15 10:19:56 -04:00
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cronex (0.15.0)
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tzinfo
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|
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unicode (>= 0.4.4.5)
|
2025-04-30 18:14:22 -04:00
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css_parser (1.21.1)
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addressable
|
2025-06-09 09:53:32 -04:00
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csv (3.3.5)
|
2024-12-16 12:52:29 -05:00
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date (3.4.1)
|
2025-06-23 10:21:14 -04:00
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debug (1.11.0)
|
2024-02-02 09:05:04 -06:00
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irb (~> 1.10)
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reline (>= 0.3.8)
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2025-06-14 11:53:53 -04:00
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derailed_benchmarks (2.2.1)
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base64
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benchmark-ips (~> 2)
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bigdecimal
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drb
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get_process_mem
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heapy (~> 0)
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logger
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memory_profiler (>= 0, < 2)
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mini_histogram (>= 0.3.0)
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mutex_m
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ostruct
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rack (>= 1)
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rack-test
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rake (> 10, < 14)
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ruby-statistics (>= 4.0.1)
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ruby2_keywords
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thor (>= 0.19, < 2)
|
2025-01-27 16:29:30 -05:00
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docile (1.4.1)
|
Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
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doorkeeper (5.8.2)
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railties (>= 5)
|
2025-04-30 18:14:22 -04:00
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dotenv (3.1.8)
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dotenv-rails (3.1.8)
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dotenv (= 3.1.8)
|
2024-02-19 08:18:20 -05:00
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railties (>= 6.1)
|
2025-05-26 06:17:18 -04:00
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drb (2.2.3)
|
2025-05-20 09:09:10 -04:00
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erb (5.0.1)
|
2025-01-27 09:30:19 -05:00
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erb_lint (0.9.0)
|
2024-04-09 16:08:58 +04:00
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activesupport
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better_html (>= 2.0.1)
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parser (>= 2.7.1.4)
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rainbow
|
2024-08-05 08:58:05 -04:00
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rubocop (>= 1)
|
2024-04-09 16:08:58 +04:00
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smart_properties
|
2024-12-30 10:05:45 -05:00
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erubi (1.13.1)
|
2025-05-15 10:19:56 -04:00
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et-orbi (1.2.11)
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tzinfo
|
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
|
|
|
event_stream_parser (1.0.0)
|
2024-10-21 09:53:33 -04:00
|
|
|
faker (3.5.1)
|
2024-07-11 08:37:21 -04:00
|
|
|
i18n (>= 1.8.11, < 2)
|
2025-04-28 15:06:54 -04:00
|
|
|
faraday (2.13.1)
|
2024-11-18 10:57:02 -05:00
|
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|
faraday-net_http (>= 2.0, < 3.5)
|
2024-09-24 17:01:01 -04:00
|
|
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json
|
2024-07-15 10:04:30 -04:00
|
|
|
logger
|
2025-06-23 10:21:07 -04:00
|
|
|
faraday-multipart (1.1.1)
|
2024-12-30 10:06:43 -05:00
|
|
|
multipart-post (~> 2.0)
|
2025-06-16 09:04:30 -04:00
|
|
|
faraday-net_http (3.4.1)
|
2024-11-18 10:57:02 -05:00
|
|
|
net-http (>= 0.5.0)
|
2025-06-23 10:21:25 -04:00
|
|
|
faraday-retry (2.3.2)
|
2024-05-02 10:18:06 -04:00
|
|
|
faraday (~> 2.0)
|
2025-04-30 18:14:22 -04:00
|
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|
ffi (1.17.2-aarch64-linux-gnu)
|
|
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ffi (1.17.2-aarch64-linux-musl)
|
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ffi (1.17.2-arm-linux-gnu)
|
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ffi (1.17.2-arm-linux-musl)
|
|
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ffi (1.17.2-arm64-darwin)
|
|
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ffi (1.17.2-x86_64-darwin)
|
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|
ffi (1.17.2-x86_64-linux-gnu)
|
|
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|
ffi (1.17.2-x86_64-linux-musl)
|
2025-04-18 18:53:10 +05:30
|
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foreman (0.88.1)
|
2025-05-15 10:19:56 -04:00
|
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|
fugit (1.11.1)
|
|
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|
et-orbi (~> 1, >= 1.2.11)
|
|
|
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raabro (~> 1.4)
|
2025-06-14 11:53:53 -04:00
|
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get_process_mem (1.0.0)
|
|
|
|
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bigdecimal (>= 2.0)
|
|
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ffi (~> 1.0)
|
2024-02-02 09:05:04 -06:00
|
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globalid (1.2.1)
|
|
|
|
|
activesupport (>= 6.1)
|
2025-06-09 09:53:32 -04:00
|
|
|
hashdiff (1.2.0)
|
2025-06-14 11:53:53 -04:00
|
|
|
heapy (0.2.0)
|
|
|
|
|
thor
|
2025-01-27 16:29:30 -05:00
|
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|
highline (3.1.2)
|
|
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|
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reline
|
2025-01-07 11:54:19 -05:00
|
|
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hotwire-livereload (2.0.0)
|
|
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actioncable (>= 7.0.0)
|
|
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listen (>= 3.0.0)
|
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railties (>= 7.0.0)
|
2025-03-17 13:04:59 -04:00
|
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hotwire_combobox (0.4.0)
|
|
|
|
|
platform_agent (>= 1.0.1)
|
|
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rails (>= 7.0.7.2)
|
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|
stimulus-rails (>= 1.2)
|
|
|
|
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turbo-rails (>= 1.2)
|
2025-04-30 18:14:22 -04:00
|
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htmlbeautifier (1.4.3)
|
|
|
|
|
htmlentities (4.3.4)
|
2025-01-20 09:35:49 -05:00
|
|
|
i18n (1.14.7)
|
2024-02-02 09:05:04 -06:00
|
|
|
concurrent-ruby (~> 1.0)
|
2025-03-10 09:13:05 -04:00
|
|
|
i18n-tasks (1.0.15)
|
2024-02-03 14:17:49 -06:00
|
|
|
activesupport (>= 4.0.2)
|
|
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|
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ast (>= 2.1.0)
|
|
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erubi
|
|
|
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highline (>= 2.0.0)
|
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i18n
|
|
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parser (>= 3.2.2.1)
|
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rails-i18n
|
|
|
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rainbow (>= 2.2.2, < 4.0)
|
2025-03-10 09:13:05 -04:00
|
|
|
ruby-progressbar (~> 1.8, >= 1.8.1)
|
2024-02-03 14:17:49 -06:00
|
|
|
terminal-table (>= 1.5.1)
|
2025-02-17 11:43:04 -05:00
|
|
|
image_processing (1.14.0)
|
|
|
|
|
mini_magick (>= 4.9.5, < 6)
|
2024-04-30 18:38:33 +01:00
|
|
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ruby-vips (>= 2.0.17, < 3)
|
2024-12-30 10:06:51 -05:00
|
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importmap-rails (2.1.0)
|
2024-02-02 09:05:04 -06:00
|
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actionpack (>= 6.0.0)
|
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activesupport (>= 6.0.0)
|
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railties (>= 6.0.0)
|
2024-09-09 07:57:15 -04:00
|
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inline_svg (1.10.0)
|
2024-02-02 09:05:04 -06:00
|
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activesupport (>= 3.0)
|
|
|
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|
nokogiri (>= 1.6)
|
2025-01-20 09:35:58 -05:00
|
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intercom-rails (1.0.6)
|
2024-10-08 10:50:49 -05:00
|
|
|
activesupport (> 4.0)
|
2024-12-30 10:16:37 -05:00
|
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|
jwt (~> 2.0)
|
2024-12-09 11:31:03 -05:00
|
|
|
io-console (0.8.0)
|
2025-04-30 18:14:22 -04:00
|
|
|
irb (1.15.2)
|
2025-01-27 09:21:29 -05:00
|
|
|
pp (>= 0.6.0)
|
2024-05-02 10:18:06 -04:00
|
|
|
rdoc (>= 4.0.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
reline (>= 0.4.2)
|
Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
|
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jbuilder (2.13.0)
|
|
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actionview (>= 5.0.0)
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activesupport (>= 5.0.0)
|
2024-04-30 18:38:33 +01:00
|
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jmespath (1.6.2)
|
2025-06-09 09:53:32 -04:00
|
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json (2.12.2)
|
2025-01-07 11:55:02 -05:00
|
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jwt (2.10.1)
|
2024-11-15 13:49:37 -05:00
|
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base64
|
2025-05-19 13:39:48 -04:00
|
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language_server-protocol (3.17.0.5)
|
2025-03-17 13:04:59 -04:00
|
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launchy (3.1.1)
|
2024-02-02 09:05:04 -06:00
|
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addressable (~> 2.8)
|
2024-04-01 10:36:49 -04:00
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childprocess (~> 5.0)
|
2025-01-27 16:29:30 -05:00
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logger (~> 1.6)
|
2024-04-01 10:36:49 -04:00
|
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letter_opener (1.10.0)
|
|
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launchy (>= 2.2, < 4)
|
2025-03-10 09:13:38 -04:00
|
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lint_roller (1.1.0)
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2024-04-01 10:40:40 -04:00
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listen (3.9.0)
|
2024-02-02 09:05:04 -06:00
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rb-fsevent (~> 0.10, >= 0.10.3)
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rb-inotify (~> 0.9, >= 0.9.10)
|
2025-04-01 08:41:49 -04:00
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logger (1.7.0)
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2025-03-17 13:04:59 -04:00
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logtail (0.1.17)
|
2025-02-03 19:49:41 -06:00
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msgpack (~> 1.0)
|
2025-02-17 14:43:19 -05:00
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logtail-rack (0.2.6)
|
2025-02-03 19:49:41 -06:00
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logtail (~> 0.1)
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rack (>= 1.2, < 4.0)
|
2025-02-17 14:43:19 -05:00
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logtail-rails (0.2.10)
|
2025-02-03 19:49:41 -06:00
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actionpack (>= 5.0.0)
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activerecord (>= 5.0.0)
|
2025-02-17 14:43:19 -05:00
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logtail (~> 0.1, >= 0.1.14)
|
2025-02-03 19:49:41 -06:00
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logtail-rack (~> 0.1)
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railties (>= 5.0.0)
|
2025-05-20 09:09:10 -04:00
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loofah (2.24.1)
|
2024-02-02 09:05:04 -06:00
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crass (~> 1.0.2)
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nokogiri (>= 1.12.0)
|
2025-06-23 10:21:33 -04:00
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lookbook (2.3.11)
|
2025-04-30 18:14:22 -04:00
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activemodel
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css_parser
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htmlbeautifier (~> 1.3)
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htmlentities (~> 4.3.4)
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marcel (~> 1.0)
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railties (>= 5.0)
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redcarpet (~> 3.5)
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rouge (>= 3.26, < 5.0)
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view_component (>= 2.0)
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yard (~> 0.9)
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zeitwerk (~> 2.5)
|
2024-02-02 09:05:04 -06:00
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mail (2.8.1)
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mini_mime (>= 0.1.1)
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net-imap
|
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net-pop
|
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net-smtp
|
2024-03-04 08:41:01 -05:00
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marcel (1.0.4)
|
2024-02-02 09:05:04 -06:00
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matrix (0.4.2)
|
2025-06-14 11:53:53 -04:00
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memory_profiler (1.1.0)
|
2025-04-30 18:14:22 -04:00
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method_source (1.1.0)
|
2025-06-14 11:53:53 -04:00
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mini_histogram (0.3.1)
|
2025-03-17 13:04:59 -04:00
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mini_magick (5.2.0)
|
2025-02-17 11:43:04 -05:00
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benchmark
|
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logger
|
2024-02-02 09:05:04 -06:00
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mini_mime (1.1.5)
|
2025-03-17 11:55:07 -04:00
|
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minitest (5.25.5)
|
2024-12-16 13:00:08 -05:00
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mocha (2.7.1)
|
2024-03-27 09:16:00 -06:00
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ruby2_keywords (>= 0.0.5)
|
2025-02-17 14:43:19 -05:00
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msgpack (1.8.0)
|
2024-10-08 16:58:38 -05:00
|
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multipart-post (2.4.1)
|
2025-06-14 11:53:53 -04:00
|
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|
mutex_m (0.3.0)
|
2024-12-16 13:01:05 -05:00
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net-http (0.6.0)
|
2024-05-02 10:18:06 -04:00
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uri
|
2025-05-20 09:09:10 -04:00
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net-imap (0.5.8)
|
2024-02-02 09:05:04 -06:00
|
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date
|
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net-protocol
|
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net-pop (0.1.2)
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net-protocol
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net-protocol (0.2.2)
|
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timeout
|
2025-03-17 13:04:59 -04:00
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net-smtp (0.5.1)
|
2024-02-02 09:05:04 -06:00
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net-protocol
|
2024-11-05 08:17:40 -05:00
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nio4r (2.7.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-aarch64-linux-gnu)
|
2024-02-02 09:05:04 -06:00
|
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-aarch64-linux-musl)
|
2025-01-27 16:29:30 -05:00
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-arm-linux-gnu)
|
2024-02-02 09:05:04 -06:00
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-arm-linux-musl)
|
2025-01-27 16:29:30 -05:00
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-arm64-darwin)
|
2024-02-02 09:05:04 -06:00
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-x86_64-darwin)
|
2024-02-02 09:05:04 -06:00
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-x86_64-linux-gnu)
|
2024-02-02 09:05:04 -06:00
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racc (~> 1.4)
|
2025-04-30 18:14:22 -04:00
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nokogiri (1.18.8-x86_64-linux-musl)
|
2025-01-27 16:29:30 -05:00
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racc (~> 1.4)
|
2025-04-28 14:59:52 -04:00
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octokit (10.0.0)
|
2024-04-13 09:28:45 -04:00
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faraday (>= 1, < 3)
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sawyer (~> 0.9)
|
2025-06-23 10:20:58 -04:00
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ostruct (0.6.2)
|
2025-03-17 13:04:59 -04:00
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pagy (9.3.4)
|
2025-04-30 18:14:22 -04:00
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parallel (1.27.0)
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parser (3.3.8.0)
|
2024-02-02 09:05:04 -06:00
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ast (~> 2.4.1)
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racc
|
2024-10-28 07:56:36 -04:00
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pg (1.5.9)
|
2025-06-16 09:04:30 -04:00
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plaid (41.0.0)
|
2024-11-15 13:49:37 -05:00
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faraday (>= 1.0.1, < 3.0)
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faraday-multipart (>= 1.0.1, < 2.0)
|
2025-02-04 11:35:50 -05:00
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platform_agent (1.0.1)
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activesupport (>= 5.2.0)
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useragent (~> 0.16.3)
|
2025-01-27 09:21:29 -05:00
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pp (0.6.2)
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prettyprint
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prettyprint (0.2.0)
|
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
|
|
|
prism (1.4.0)
|
2024-10-07 10:23:50 -04:00
|
|
|
propshaft (1.1.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
actionpack (>= 7.0.0)
|
|
|
|
|
activesupport (>= 7.0.0)
|
|
|
|
|
rack
|
|
|
|
|
railties (>= 7.0.0)
|
2025-05-20 09:09:10 -04:00
|
|
|
psych (5.2.6)
|
2024-12-09 11:31:03 -05:00
|
|
|
date
|
2024-02-02 09:05:04 -06:00
|
|
|
stringio
|
2025-05-20 09:09:10 -04:00
|
|
|
public_suffix (6.0.2)
|
2025-02-03 10:05:40 -05:00
|
|
|
puma (6.6.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
nio4r (~> 2.0)
|
2025-05-15 10:19:56 -04:00
|
|
|
raabro (1.4.0)
|
2024-07-31 09:40:35 -04:00
|
|
|
racc (1.8.1)
|
2025-06-09 09:53:32 -04:00
|
|
|
rack (3.1.16)
|
Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
|
|
|
rack-attack (6.7.0)
|
|
|
|
|
rack (>= 1.0, < 4)
|
2025-06-16 09:05:00 -04:00
|
|
|
rack-mini-profiler (4.0.0)
|
2025-01-31 19:08:21 -05:00
|
|
|
rack (>= 1.2.0)
|
2025-05-20 09:09:10 -04:00
|
|
|
rack-session (2.1.1)
|
2025-01-07 11:55:24 -05:00
|
|
|
base64 (>= 0.1.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
rack (>= 3.0.0)
|
2024-12-30 10:05:45 -05:00
|
|
|
rack-test (2.2.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
rack (>= 1.3)
|
2024-11-25 10:10:12 -05:00
|
|
|
rackup (2.2.1)
|
2024-02-02 09:05:04 -06:00
|
|
|
rack (>= 3)
|
2024-12-16 12:52:29 -05:00
|
|
|
rails (7.2.2.1)
|
|
|
|
|
actioncable (= 7.2.2.1)
|
|
|
|
|
actionmailbox (= 7.2.2.1)
|
|
|
|
|
actionmailer (= 7.2.2.1)
|
|
|
|
|
actionpack (= 7.2.2.1)
|
|
|
|
|
actiontext (= 7.2.2.1)
|
|
|
|
|
actionview (= 7.2.2.1)
|
|
|
|
|
activejob (= 7.2.2.1)
|
|
|
|
|
activemodel (= 7.2.2.1)
|
|
|
|
|
activerecord (= 7.2.2.1)
|
|
|
|
|
activestorage (= 7.2.2.1)
|
|
|
|
|
activesupport (= 7.2.2.1)
|
2024-08-15 11:17:28 -05:00
|
|
|
bundler (>= 1.15.0)
|
2024-12-16 12:52:29 -05:00
|
|
|
railties (= 7.2.2.1)
|
2025-06-09 09:53:32 -04:00
|
|
|
rails-dom-testing (2.3.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
activesupport (>= 5.0.0)
|
|
|
|
|
minitest
|
|
|
|
|
nokogiri (>= 1.6)
|
2024-12-16 12:52:29 -05:00
|
|
|
rails-html-sanitizer (1.6.2)
|
2024-02-02 09:05:04 -06:00
|
|
|
loofah (~> 2.21)
|
2024-12-09 11:31:03 -05:00
|
|
|
nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
|
2025-01-27 16:29:30 -05:00
|
|
|
rails-i18n (7.0.10)
|
2024-02-03 14:17:49 -06:00
|
|
|
i18n (>= 0.7, < 2)
|
|
|
|
|
railties (>= 6.0.0, < 8)
|
2024-12-16 14:00:08 -05:00
|
|
|
rails-settings-cached (2.9.6)
|
2024-04-13 09:28:45 -04:00
|
|
|
activerecord (>= 5.0.0)
|
|
|
|
|
railties (>= 5.0.0)
|
2024-12-16 12:52:29 -05:00
|
|
|
railties (7.2.2.1)
|
|
|
|
|
actionpack (= 7.2.2.1)
|
|
|
|
|
activesupport (= 7.2.2.1)
|
2024-08-15 11:17:28 -05:00
|
|
|
irb (~> 1.13)
|
|
|
|
|
rackup (>= 1.0.0)
|
|
|
|
|
rake (>= 12.2)
|
|
|
|
|
thor (~> 1.0, >= 1.2.2)
|
|
|
|
|
zeitwerk (~> 2.6)
|
2024-02-02 09:05:04 -06:00
|
|
|
rainbow (3.1.1)
|
2025-06-09 09:53:32 -04:00
|
|
|
rake (13.3.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
rb-fsevent (0.11.2)
|
2024-09-09 07:57:30 -04:00
|
|
|
rb-inotify (0.11.1)
|
2024-02-02 09:05:04 -06:00
|
|
|
ffi (~> 1.0)
|
2025-05-19 13:39:48 -04:00
|
|
|
rbs (3.9.4)
|
2024-07-08 09:14:31 -04:00
|
|
|
logger
|
2025-06-23 10:21:14 -04:00
|
|
|
rdoc (6.14.1)
|
2025-05-20 09:09:10 -04:00
|
|
|
erb
|
2024-02-02 09:05:04 -06:00
|
|
|
psych (>= 4.0.0)
|
2025-03-10 09:13:25 -04:00
|
|
|
redcarpet (3.6.1)
|
2025-03-19 12:36:16 -04:00
|
|
|
redis (5.4.0)
|
|
|
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|
redis-client (>= 0.22.0)
|
|
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|
redis-client (0.24.0)
|
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|
connection_pool
|
2025-01-13 12:20:13 -05:00
|
|
|
regexp_parser (2.10.0)
|
2025-04-30 18:14:22 -04:00
|
|
|
reline (0.6.1)
|
2024-02-02 09:05:04 -06:00
|
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|
io-console (~> 0.5)
|
2025-02-24 10:01:05 -05:00
|
|
|
rexml (3.4.1)
|
2025-02-06 14:16:53 -06:00
|
|
|
rotp (6.3.0)
|
2025-04-30 18:14:22 -04:00
|
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|
rouge (4.5.2)
|
|
|
|
|
rqrcode (3.1.0)
|
2025-02-06 14:16:53 -06:00
|
|
|
chunky_png (~> 1.0)
|
2025-04-28 14:59:21 -04:00
|
|
|
rqrcode_core (~> 2.0)
|
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rqrcode_core (2.0.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
rubocop (1.76.1)
|
2024-02-02 09:05:04 -06:00
|
|
|
json (~> 2.3)
|
2025-03-10 09:13:38 -04:00
|
|
|
language_server-protocol (~> 3.17.0.2)
|
|
|
|
|
lint_roller (~> 1.1.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
parallel (~> 1.10)
|
|
|
|
|
parser (>= 3.3.0.2)
|
|
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|
rainbow (>= 2.2.2, < 4.0)
|
2025-01-13 12:20:13 -05:00
|
|
|
regexp_parser (>= 2.9.3, < 3.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
rubocop-ast (>= 1.45.0, < 2.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
ruby-progressbar (~> 1.7)
|
2025-01-13 12:20:13 -05:00
|
|
|
unicode-display_width (>= 2.4.0, < 4.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
rubocop-ast (1.45.1)
|
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
|
|
|
parser (>= 3.3.7.2)
|
2025-04-30 18:14:22 -04:00
|
|
|
prism (~> 1.4)
|
|
|
|
|
rubocop-performance (1.25.0)
|
2025-03-10 09:13:38 -04:00
|
|
|
lint_roller (~> 1.1)
|
2025-04-30 18:14:22 -04:00
|
|
|
rubocop (>= 1.75.0, < 2.0)
|
2025-03-10 09:13:38 -04:00
|
|
|
rubocop-ast (>= 1.38.0, < 2.0)
|
2025-05-20 09:09:10 -04:00
|
|
|
rubocop-rails (2.32.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
activesupport (>= 4.2.0)
|
2025-03-10 09:13:38 -04:00
|
|
|
lint_roller (~> 1.1)
|
2024-02-02 09:05:04 -06:00
|
|
|
rack (>= 1.1)
|
2025-04-30 18:14:22 -04:00
|
|
|
rubocop (>= 1.75.0, < 2.0)
|
2025-05-20 09:09:10 -04:00
|
|
|
rubocop-ast (>= 1.44.0, < 2.0)
|
2025-03-10 09:13:38 -04:00
|
|
|
rubocop-rails-omakase (1.1.0)
|
|
|
|
|
rubocop (>= 1.72)
|
|
|
|
|
rubocop-performance (>= 1.24)
|
|
|
|
|
rubocop-rails (>= 2.30)
|
2025-06-09 09:53:32 -04:00
|
|
|
ruby-lsp (0.24.1)
|
2024-02-02 17:01:16 +00:00
|
|
|
language_server-protocol (~> 3.17.0)
|
2024-10-14 11:01:56 -04:00
|
|
|
prism (>= 1.2, < 2.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
rbs (>= 3, < 5)
|
2024-02-02 17:01:16 +00:00
|
|
|
sorbet-runtime (>= 0.5.10782)
|
2025-06-09 09:53:32 -04:00
|
|
|
ruby-lsp-rails (0.4.6)
|
|
|
|
|
ruby-lsp (>= 0.24.0, < 0.25.0)
|
2025-04-01 09:11:56 -04:00
|
|
|
ruby-openai (8.1.0)
|
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
|
|
|
event_stream_parser (>= 0.3.0, < 2.0.0)
|
|
|
|
|
faraday (>= 1)
|
|
|
|
|
faraday-multipart (>= 1)
|
2024-02-02 09:05:04 -06:00
|
|
|
ruby-progressbar (1.13.0)
|
2025-06-14 11:53:53 -04:00
|
|
|
ruby-statistics (4.1.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
ruby-vips (2.2.4)
|
2024-04-30 18:38:33 +01:00
|
|
|
ffi (~> 1.12)
|
2024-07-31 09:31:06 -04:00
|
|
|
logger
|
2024-03-27 09:16:00 -06:00
|
|
|
ruby2_keywords (0.0.5)
|
2025-01-27 09:21:38 -05:00
|
|
|
rubyzip (2.4.1)
|
2024-04-13 09:28:45 -04:00
|
|
|
sawyer (0.9.2)
|
|
|
|
|
addressable (>= 2.3.5)
|
|
|
|
|
faraday (>= 0.17.3, < 3)
|
2024-12-16 12:52:29 -05:00
|
|
|
securerandom (0.4.1)
|
2025-05-26 06:17:26 -04:00
|
|
|
selenium-webdriver (4.33.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
base64 (~> 0.2)
|
2024-06-24 10:32:05 -04:00
|
|
|
logger (~> 1.4)
|
2024-02-02 09:05:04 -06:00
|
|
|
rexml (~> 3.2, >= 3.2.5)
|
|
|
|
|
rubyzip (>= 1.2.2, < 3.0)
|
|
|
|
|
websocket (~> 1.0)
|
2025-06-16 09:04:23 -04:00
|
|
|
sentry-rails (5.25.0)
|
2024-04-08 11:29:11 -05:00
|
|
|
railties (>= 5.0)
|
2025-06-16 09:04:23 -04:00
|
|
|
sentry-ruby (~> 5.25.0)
|
|
|
|
|
sentry-ruby (5.25.0)
|
2024-04-08 11:29:11 -05:00
|
|
|
bigdecimal
|
|
|
|
|
concurrent-ruby (~> 1.0, >= 1.0.2)
|
2025-06-16 09:04:23 -04:00
|
|
|
sentry-sidekiq (5.25.0)
|
|
|
|
|
sentry-ruby (~> 5.25.0)
|
2025-03-19 12:36:16 -04:00
|
|
|
sidekiq (>= 3.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
sidekiq (8.0.4)
|
2025-03-19 12:36:16 -04:00
|
|
|
connection_pool (>= 2.5.0)
|
|
|
|
|
json (>= 2.9.0)
|
|
|
|
|
logger (>= 1.6.2)
|
|
|
|
|
rack (>= 3.1.0)
|
|
|
|
|
redis-client (>= 0.23.2)
|
2025-05-19 13:39:41 -04:00
|
|
|
sidekiq-cron (2.3.0)
|
2025-05-15 10:19:56 -04:00
|
|
|
cronex (>= 0.13.0)
|
|
|
|
|
fugit (~> 1.8, >= 1.11.1)
|
|
|
|
|
globalid (>= 1.0.1)
|
|
|
|
|
sidekiq (>= 6.5.0)
|
2024-05-17 18:12:31 -04:00
|
|
|
simplecov (0.22.0)
|
|
|
|
|
docile (~> 1.1)
|
|
|
|
|
simplecov-html (~> 0.11)
|
|
|
|
|
simplecov_json_formatter (~> 0.1)
|
2025-01-27 16:29:30 -05:00
|
|
|
simplecov-html (0.13.1)
|
2024-05-17 18:12:31 -04:00
|
|
|
simplecov_json_formatter (0.1.4)
|
2025-04-21 08:10:04 -05:00
|
|
|
skylight (6.0.4)
|
|
|
|
|
activesupport (>= 5.2.0)
|
2024-02-03 14:17:49 -06:00
|
|
|
smart_properties (1.17.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
sorbet-runtime (0.5.12163)
|
2025-06-14 11:53:53 -04:00
|
|
|
stackprof (0.2.27)
|
2024-08-19 09:25:31 -04:00
|
|
|
stimulus-rails (1.3.4)
|
2024-02-02 09:05:04 -06:00
|
|
|
railties (>= 6.0.0)
|
2025-04-30 18:14:22 -04:00
|
|
|
stringio (3.1.7)
|
2025-06-09 09:53:32 -04:00
|
|
|
stripe (15.2.1)
|
2025-05-20 09:09:10 -04:00
|
|
|
tailwindcss-rails (4.2.3)
|
2024-05-06 19:12:48 -04:00
|
|
|
railties (>= 7.0.0)
|
2025-02-12 11:22:30 -05:00
|
|
|
tailwindcss-ruby (~> 4.0)
|
2025-06-09 09:53:32 -04:00
|
|
|
tailwindcss-ruby (4.1.8)
|
|
|
|
|
tailwindcss-ruby (4.1.8-aarch64-linux-gnu)
|
|
|
|
|
tailwindcss-ruby (4.1.8-aarch64-linux-musl)
|
|
|
|
|
tailwindcss-ruby (4.1.8-arm64-darwin)
|
|
|
|
|
tailwindcss-ruby (4.1.8-x86_64-darwin)
|
|
|
|
|
tailwindcss-ruby (4.1.8-x86_64-linux-gnu)
|
|
|
|
|
tailwindcss-ruby (4.1.8-x86_64-linux-musl)
|
2025-01-27 19:59:16 -05:00
|
|
|
terminal-table (4.0.0)
|
|
|
|
|
unicode-display_width (>= 1.1.1, < 4)
|
2024-09-06 09:25:11 -04:00
|
|
|
thor (1.3.2)
|
2024-12-16 12:52:29 -05:00
|
|
|
timeout (0.4.3)
|
2025-06-09 09:53:32 -04:00
|
|
|
turbo-rails (2.0.16)
|
2025-03-10 09:13:15 -04:00
|
|
|
actionpack (>= 7.1.0)
|
|
|
|
|
railties (>= 7.1.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
tzinfo (2.0.6)
|
|
|
|
|
concurrent-ruby (~> 1.0)
|
2025-05-15 10:19:56 -04:00
|
|
|
unicode (0.4.4.5)
|
2025-01-27 19:59:16 -05:00
|
|
|
unicode-display_width (3.1.4)
|
|
|
|
|
unicode-emoji (~> 4.0, >= 4.0.4)
|
|
|
|
|
unicode-emoji (4.0.4)
|
2025-03-17 13:04:59 -04:00
|
|
|
uri (1.0.3)
|
2024-12-09 11:31:03 -05:00
|
|
|
useragent (0.16.11)
|
2024-08-26 09:35:04 -04:00
|
|
|
vcr (6.3.1)
|
|
|
|
|
base64
|
2025-06-09 09:53:32 -04:00
|
|
|
vernier (1.8.0)
|
2025-05-26 06:17:18 -04:00
|
|
|
view_component (3.23.2)
|
2025-04-30 18:14:22 -04:00
|
|
|
activesupport (>= 5.2.0, < 8.1)
|
2025-05-26 06:17:18 -04:00
|
|
|
concurrent-ruby (~> 1)
|
2025-04-30 18:14:22 -04:00
|
|
|
method_source (~> 1.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
web-console (4.2.1)
|
|
|
|
|
actionview (>= 6.0.0)
|
|
|
|
|
activemodel (>= 6.0.0)
|
|
|
|
|
bindex (>= 0.4.0)
|
|
|
|
|
railties (>= 6.0.0)
|
2025-03-10 09:16:01 -04:00
|
|
|
webmock (3.25.1)
|
2024-03-27 09:16:00 -06:00
|
|
|
addressable (>= 2.8.0)
|
|
|
|
|
crack (>= 0.3.2)
|
|
|
|
|
hashdiff (>= 0.4.0, < 2.0.0)
|
2024-07-22 09:52:34 -04:00
|
|
|
websocket (1.2.11)
|
2025-06-09 09:53:32 -04:00
|
|
|
websocket-driver (0.8.0)
|
2025-01-27 16:29:30 -05:00
|
|
|
base64
|
2024-02-02 09:05:04 -06:00
|
|
|
websocket-extensions (>= 0.1.0)
|
|
|
|
|
websocket-extensions (0.1.5)
|
|
|
|
|
xpath (3.2.0)
|
|
|
|
|
nokogiri (~> 1.8)
|
2025-04-30 18:14:22 -04:00
|
|
|
yard (0.9.37)
|
2025-05-20 09:09:10 -04:00
|
|
|
zeitwerk (2.7.3)
|
2024-02-02 09:05:04 -06:00
|
|
|
|
|
|
|
|
PLATFORMS
|
2025-01-27 16:29:30 -05:00
|
|
|
aarch64-linux-gnu
|
|
|
|
|
aarch64-linux-musl
|
|
|
|
|
arm-linux-gnu
|
|
|
|
|
arm-linux-musl
|
2024-02-02 09:05:04 -06:00
|
|
|
arm64-darwin
|
|
|
|
|
x86_64-darwin
|
2025-01-27 16:29:30 -05:00
|
|
|
x86_64-linux-gnu
|
|
|
|
|
x86_64-linux-musl
|
2024-02-02 09:05:04 -06:00
|
|
|
|
|
|
|
|
DEPENDENCIES
|
2025-05-15 10:19:56 -04:00
|
|
|
aasm
|
2025-03-24 09:59:27 -04:00
|
|
|
activerecord-import
|
2025-05-15 10:19:56 -04:00
|
|
|
after_commit_everywhere (~> 1.0)
|
2025-01-23 10:22:53 -06:00
|
|
|
aws-sdk-s3 (~> 1.177.0)
|
2024-05-02 10:18:06 -04:00
|
|
|
bcrypt (~> 3.1)
|
2025-01-31 19:08:21 -05:00
|
|
|
benchmark-ips
|
2024-02-02 09:05:04 -06:00
|
|
|
bootsnap
|
|
|
|
|
brakeman
|
|
|
|
|
capybara
|
2024-05-02 13:18:18 -04:00
|
|
|
climate_control
|
2024-05-17 09:09:32 -04:00
|
|
|
csv
|
2024-02-02 09:05:04 -06:00
|
|
|
debug
|
2025-06-14 11:53:53 -04:00
|
|
|
derailed_benchmarks
|
2025-06-20 13:31:58 -04:00
|
|
|
doorkeeper
|
2024-02-07 04:32:19 +03:00
|
|
|
dotenv-rails
|
2024-04-09 16:08:58 +04:00
|
|
|
erb_lint
|
2024-07-11 08:37:21 -04:00
|
|
|
faker
|
2024-02-10 16:18:56 -06:00
|
|
|
faraday
|
2024-10-08 16:58:38 -05:00
|
|
|
faraday-multipart
|
2024-05-02 10:18:06 -04:00
|
|
|
faraday-retry
|
2025-04-18 18:53:10 +05:30
|
|
|
foreman
|
2025-01-07 11:54:19 -05:00
|
|
|
hotwire-livereload
|
2025-03-17 13:04:59 -04:00
|
|
|
hotwire_combobox
|
2024-02-03 14:17:49 -06:00
|
|
|
i18n-tasks
|
2024-04-30 18:38:33 +01:00
|
|
|
image_processing (>= 1.2)
|
2024-02-02 09:05:04 -06:00
|
|
|
importmap-rails
|
|
|
|
|
inline_svg
|
2024-10-08 10:50:49 -05:00
|
|
|
intercom-rails
|
Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
|
|
|
jbuilder
|
2024-11-15 13:49:37 -05:00
|
|
|
jwt
|
2024-02-02 09:05:04 -06:00
|
|
|
letter_opener
|
2025-02-03 19:49:41 -06:00
|
|
|
logtail-rails
|
2025-06-23 10:21:33 -04:00
|
|
|
lookbook (= 2.3.11)
|
2024-02-08 10:46:05 -06:00
|
|
|
lucide-rails!
|
2024-03-27 09:16:00 -06:00
|
|
|
mocha
|
2024-04-13 09:28:45 -04:00
|
|
|
octokit
|
2025-05-20 09:09:10 -04:00
|
|
|
ostruct
|
2024-03-08 15:11:58 -05:00
|
|
|
pagy
|
2024-02-19 08:17:41 -05:00
|
|
|
pg (~> 1.5)
|
2024-11-15 13:49:37 -05:00
|
|
|
plaid
|
2024-02-02 09:05:04 -06:00
|
|
|
propshaft
|
|
|
|
|
puma (>= 5.0)
|
Add comprehensive API v1 with OAuth and API key authentication (#2389)
* OAuth
* Add API test routes and update Doorkeeper token handling for test environment
- Introduced API namespace with test routes for controller testing in the test environment.
- Updated Doorkeeper configuration to allow fallback to plain tokens in the test environment for easier testing.
- Modified schema to change resource_owner_id type from bigint to string.
* Implement API key authentication and enhance access control
- Replaced Doorkeeper OAuth authentication with a custom method supporting both OAuth and API keys in the BaseController.
- Added methods for API key authentication, including validation and logging.
- Introduced scope-based authorization for API keys in the TestController.
- Updated routes to include API key management endpoints.
- Enhanced logging for API access to include authentication method details.
- Added tests for API key functionality, including validation, scope checks, and access control enforcement.
* Add API key rate limiting and usage tracking
- Implemented rate limiting for API key authentication in BaseController.
- Added methods to check rate limits, render appropriate responses, and include rate limit headers in responses.
- Updated routes to include a new usage resource for tracking API usage.
- Enhanced tests to verify rate limit functionality, including exceeding limits and per-key tracking.
- Cleaned up Redis data in tests to ensure isolation between test cases.
* Add Jbuilder for JSON rendering and refactor AccountsController
- Added Jbuilder gem for improved JSON response handling.
- Refactored index action in AccountsController to utilize Jbuilder for rendering JSON.
- Removed manual serialization of accounts and streamlined response structure.
- Implemented a before_action in BaseController to enforce JSON format for all API requests.
* Add transactions resource to API routes
- Added routes for transactions, allowing index, show, create, update, and destroy actions.
- This enhancement supports comprehensive transaction management within the API.
* Enhance API authentication and onboarding handling
- Updated BaseController to skip onboarding requirements for API endpoints and added manual token verification for OAuth authentication.
- Improved error handling and logging for invalid access tokens.
- Introduced a method to set up the current context for API requests, ensuring compatibility with session-like behavior.
- Excluded API paths from onboarding redirects in the Onboardable concern.
- Updated database schema to change resource_owner_id type from bigint to string for OAuth access grants.
* Fix rubocop offenses
- Fix indentation and spacing issues
- Convert single quotes to double quotes
- Add spaces inside array brackets
- Fix comment alignment
- Add missing trailing newlines
- Correct else/end alignment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix API test failures and improve test reliability
- Fix ApiRateLimiterTest by removing mock users method and using fixtures
- Fix UsageControllerTest by removing mock users method and using fixtures
- Fix BaseControllerTest by using different users for multiple API keys
- Use unique display_key values with SecureRandom to avoid conflicts
- Fix double render issue in UsageController by returning after authorize_scope\!
- Specify controller name in routes for usage resource
- Remove trailing whitespace and empty lines per Rubocop
All tests now pass and linting is clean.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add API transactions controller warning to brakeman ignore
The account_id parameter in the API transactions controller is properly
validated on line 79: family.accounts.find(transaction_params[:account_id])
This ensures users can only create transactions in accounts belonging to
their family, making this a false positive.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
---------
Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-06-17 15:57:05 -05:00
|
|
|
rack-attack (~> 6.6)
|
2025-01-31 19:08:21 -05:00
|
|
|
rack-mini-profiler
|
2024-11-05 08:17:40 -05:00
|
|
|
rails (~> 7.2.2)
|
2024-04-13 09:28:45 -04:00
|
|
|
rails-settings-cached
|
2024-07-18 14:39:38 -04:00
|
|
|
redcarpet
|
2025-03-19 12:36:16 -04:00
|
|
|
redis (~> 5.4)
|
2025-02-06 14:16:53 -06:00
|
|
|
rotp (~> 6.3)
|
2025-04-28 14:59:21 -04:00
|
|
|
rqrcode (~> 3.0)
|
2024-02-02 09:05:04 -06:00
|
|
|
rubocop-rails-omakase
|
2024-02-02 17:01:16 +00:00
|
|
|
ruby-lsp-rails
|
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
|
|
|
ruby-openai
|
2024-02-02 09:05:04 -06:00
|
|
|
selenium-webdriver
|
2024-04-08 11:29:11 -05:00
|
|
|
sentry-rails
|
|
|
|
|
sentry-ruby
|
2025-03-19 12:36:16 -04:00
|
|
|
sentry-sidekiq
|
|
|
|
|
sidekiq
|
2025-05-15 10:19:56 -04:00
|
|
|
sidekiq-cron
|
2024-05-17 18:12:31 -04:00
|
|
|
simplecov
|
2025-04-21 08:10:04 -05:00
|
|
|
skylight
|
2025-06-14 11:53:53 -04:00
|
|
|
stackprof
|
2024-02-02 09:05:04 -06:00
|
|
|
stimulus-rails
|
2024-10-08 14:37:47 -05:00
|
|
|
stripe
|
2024-02-02 09:05:04 -06:00
|
|
|
tailwindcss-rails
|
2024-02-07 10:07:14 -05:00
|
|
|
turbo-rails
|
2024-02-02 09:05:04 -06:00
|
|
|
tzinfo-data
|
2024-03-27 09:16:00 -06:00
|
|
|
vcr
|
2025-02-25 08:37:51 -06:00
|
|
|
vernier
|
2025-04-30 18:14:22 -04:00
|
|
|
view_component
|
2024-02-02 09:05:04 -06:00
|
|
|
web-console
|
2024-03-27 09:16:00 -06:00
|
|
|
webmock
|
2024-02-02 09:05:04 -06:00
|
|
|
|
|
|
|
|
RUBY VERSION
|
2025-05-20 09:09:10 -04:00
|
|
|
ruby 3.4.4p34
|
2024-02-02 09:05:04 -06:00
|
|
|
|
|
|
|
|
BUNDLED WITH
|
2025-05-20 09:09:10 -04:00
|
|
|
2.6.9
|
