2024-02-02 09:05:04 -06:00
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class PagesController < ApplicationController
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2024-10-09 13:17:58 -05:00
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skip_before_action :authenticate_user!, only: %i[early_access]
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2025-03-07 20:35:54 +05:30
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include Periodable
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2024-05-17 09:09:32 -04:00
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2024-02-02 09:05:04 -06:00
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def dashboard
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2025-02-21 11:57:59 -05:00
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@balance_sheet = Current.family.balance_sheet
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@accounts = Current.family.accounts.active.with_attached_logo
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2025-02-25 10:14:07 -06:00
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2025-05-20 13:31:05 -05:00
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period_param = params[:cashflow_period]
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@cashflow_period = if period_param.present?
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begin
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Period.from_key(period_param)
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rescue Period::InvalidKeyError
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Period.last_30_days
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end
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else
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Period.last_30_days
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end
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family_currency = Current.family.currency
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income_totals = Current.family.income_statement.income_totals(period: @cashflow_period)
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expense_totals = Current.family.income_statement.expense_totals(period: @cashflow_period)
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@cashflow_sankey_data = build_cashflow_sankey_data(income_totals, expense_totals, family_currency)
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2025-02-25 10:14:07 -06:00
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@breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
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2024-02-02 09:05:04 -06:00
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end
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2024-04-18 07:56:51 -04:00
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def changelog
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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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@release_notes = github_provider.fetch_latest_release_notes
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2025-02-21 11:57:59 -05:00
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render layout: "settings"
|
2024-04-18 07:56:51 -04:00
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end
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def feedback
|
2025-02-21 11:57:59 -05:00
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render layout: "settings"
|
2024-04-18 07:56:51 -04:00
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end
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|
2024-10-09 13:17:58 -05:00
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def early_access
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redirect_to root_path if self_hosted?
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@invite_codes_count = InviteCode.count
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@invite_code = InviteCode.order("RANDOM()").limit(1).first
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render layout: false
|
2024-04-18 07:56:51 -04:00
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end
|
Personal finance AI (v1) (#2022)
* AI sidebar
* Add chat and message models with associations
* Implement AI chat functionality with sidebar and messaging system
- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method
* Refactor AI sidebar with enhanced chat menu and interactions
- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints
* Improve chat scroll behavior and message styling
- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views
* Extract AI avatar to a shared partial for consistent styling
- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views
* Update sidebar controller to handle right panel width dynamically
- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])
* Refactor chat form and AI greeting with flexible partials
- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication
* Add chat clearing functionality with dynamic menu options
- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options
* Add frontmatter to project structure documentation
- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering
* Update general project rules with additional guidelines
- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices
* Add OpenAI gem and AI-friendly data representations
- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions
* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities
- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant
* Refactor AI sidebar and chat layout with improved structure and comments
- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure
* Add Markdown rendering support for AI chat messages
- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet
* Missing comma
* Enhance AI response processing with chat history context
* Improve AI debug logging with payload size limits and internal message flag
* Enhance AI chat interaction with improved thinking indicator and scrolling behavior
* Add AI consent and enable/disable functionality for AI chat
* Upgrade Biome and refactor JavaScript template literals
- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json
* Add beta testing usage note to AI consent modal
* Update test fixtures and configurations for AI chat functionality
- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context
* Simplify data model and get tests passing
* Remove structure.mdc from version control
* Integrate AI chat styles into existing prose pattern
* Match Figma design spec, implement Turbo frames and actions for chats controller
* AI rules refresh
* Consolidate Stimulus controllers, thinking state, controllers, and views
* Naming, domain alignment
* Reset migrations
* Improve data model to support tool calls and message types
* Tool calling tests and fixtures
* Tool call implementation and test
* Get assistant test working again
* Test updates
* Process tool calls within provider
* Chat UI back to working state again
* Remove stale code
* Tests passing
* Update openai class naming to avoid conflicts
* Reconfigure test env
* Rebuild gemfile
* Fix naming conflicts for ChatResponse
* Message styles
* Use OpenAI conversation state management
* Assistant function base implementation
* Add back thinking messages, clean up error handling for chat
* Fix sync error when security price has bad data from provider
* Add balance sheet function to assistant
* Add better function calling error visibility
* Add income statement function
* Simplify and clean up "thinking" interactions with Turbo frames
* Remove stale data definitions from functions
* Ensure VCR fixtures working with latest code
* basic stream implementation
* Get streaming working
* Make AI sidebar wider when left sidebar is collapsed
* Get tests working with streaming responses
* Centralize provider error handling
* Provider data boundaries
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-03-28 13:08:22 -04:00
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private
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def github_provider
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Provider::Registry.get_provider(:github)
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end
|
2025-05-20 13:31:05 -05:00
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def build_cashflow_sankey_data(income_totals, expense_totals, currency_symbol)
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nodes = []
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links = []
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node_indices = {} # Memoize node indices by a unique key: "type_categoryid"
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# Helper to add/find node and return its index
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add_node = ->(unique_key, display_name, value, percentage, color) {
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node_indices[unique_key] ||= begin
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nodes << { name: display_name, value: value.to_f.round(2), percentage: percentage.to_f.round(1), color: color }
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nodes.size - 1
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end
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}
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total_income_val = income_totals.total.to_f.round(2)
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total_expense_val = expense_totals.total.to_f.round(2)
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# --- Create Central Cash Flow Node ---
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cash_flow_idx = add_node.call("cash_flow_node", "Cash Flow", total_income_val, 0, "var(--color-success)")
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|
2025-05-21 05:34:42 -05:00
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# --- Process Income Side (Top-level categories only) ---
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2025-05-20 13:31:05 -05:00
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income_totals.category_totals.each do |ct|
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2025-05-21 05:34:42 -05:00
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# Skip subcategories – only include root income categories
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next if ct.category.parent_id.present?
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2025-05-20 13:31:05 -05:00
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val = ct.total.to_f.round(2)
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next if val.zero?
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2025-05-21 05:34:42 -05:00
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percentage_of_total_income = total_income_val.zero? ? 0 : (val / total_income_val * 100).round(1)
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2025-05-20 13:31:05 -05:00
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|
2025-05-21 05:34:42 -05:00
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node_display_name = ct.category.name
|
2025-05-20 13:31:05 -05:00
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node_color = ct.category.color.presence || Category::COLORS.sample
|
2025-05-21 05:34:42 -05:00
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current_cat_idx = add_node.call(
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"income_#{ct.category.id}",
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|
node_display_name,
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|
|
val,
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|
|
percentage_of_total_income,
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node_color
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)
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links << {
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source: current_cat_idx,
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target: cash_flow_idx,
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value: val,
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color: node_color,
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percentage: percentage_of_total_income
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}
|
2025-05-20 13:31:05 -05:00
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end
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|
2025-05-20 20:42:41 -05:00
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# --- Process Expense Side (Top-level categories only) ---
|
2025-05-20 13:31:05 -05:00
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expense_totals.category_totals.each do |ct|
|
2025-05-20 20:42:41 -05:00
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|
# Skip subcategories – only include root expense categories to keep Sankey shallow
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|
next if ct.category.parent_id.present?
|
2025-05-20 13:31:05 -05:00
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val = ct.total.to_f.round(2)
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|
next if val.zero?
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|
2025-05-20 20:42:41 -05:00
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|
percentage_of_total_expense = total_expense_val.zero? ? 0 : (val / total_expense_val * 100).round(1)
|
2025-05-20 13:31:05 -05:00
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|
2025-05-20 20:42:41 -05:00
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node_display_name = ct.category.name
|
2025-05-20 13:31:05 -05:00
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|
node_color = ct.category.color.presence || Category::UNCATEGORIZED_COLOR
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|
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|
2025-05-20 20:42:41 -05:00
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|
current_cat_idx = add_node.call(
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|
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"expense_#{ct.category.id}",
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|
|
|
node_display_name,
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|
|
val,
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|
percentage_of_total_expense,
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|
node_color
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)
|
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links << {
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|
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source: cash_flow_idx,
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|
|
|
|
target: current_cat_idx,
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|
|
value: val,
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|
color: node_color,
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|
percentage: percentage_of_total_expense
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}
|
2025-05-20 13:31:05 -05:00
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end
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# --- Process Surplus ---
|
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|
|
|
leftover = (total_income_val - total_expense_val).round(2)
|
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|
|
|
if leftover.positive?
|
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|
|
|
percentage_of_total_income_for_surplus = total_income_val.zero? ? 0 : (leftover / total_income_val * 100).round(1)
|
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surplus_idx = add_node.call("surplus_node", "Surplus", leftover, percentage_of_total_income_for_surplus, "var(--color-success)")
|
|
|
|
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links << { source: cash_flow_idx, target: surplus_idx, value: leftover, color: "var(--color-success)", percentage: percentage_of_total_income_for_surplus }
|
|
|
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|
end
|
|
|
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|
# Update Cash Flow and Income node percentages (relative to total income)
|
|
|
|
|
if node_indices["cash_flow_node"]
|
|
|
|
|
nodes[node_indices["cash_flow_node"]][:percentage] = 100.0
|
|
|
|
|
end
|
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|
|
# No primary income node anymore, percentages are on individual income cats relative to total_income_val
|
|
|
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|
|
{ nodes: nodes, links: links, currency_symbol: Money::Currency.new(currency_symbol).symbol }
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|
|
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|
end
|
2024-02-02 09:05:04 -06:00
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|
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|
end
|