2025-03-19 12:36:16 -04:00
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require "sidekiq/web"
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2024-02-02 09:05:04 -06:00
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Rails.application.routes.draw do
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2025-02-06 14:16:53 -06:00
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# MFA routes
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resource :mfa, controller: "mfa", only: [ :new, :create ] do
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get :verify
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post :verify, to: "mfa#verify_code"
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delete :disable
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end
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2025-04-30 18:14:22 -04:00
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mount Lookbook::Engine, at: "/design-system"
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2025-03-19 12:36:16 -04:00
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# Uses basic auth - see config/initializers/sidekiq.rb
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mount Sidekiq::Web => "/sidekiq"
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2024-10-24 17:28:29 -04:00
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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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# AI chats
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resources :chats do
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resources :messages, only: :create
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member do
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post :retry
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end
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end
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2024-10-03 14:42:22 -04:00
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get "changelog", to: "pages#changelog"
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get "feedback", to: "pages#feedback"
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2024-10-09 13:17:58 -05:00
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get "early-access", to: "pages#early_access"
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2024-04-18 07:56:51 -04:00
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2024-10-23 11:20:55 -04:00
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resource :registration, only: %i[new create]
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2024-10-03 14:42:22 -04:00
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resources :sessions, only: %i[new create destroy]
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2024-10-23 11:20:55 -04:00
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resource :password_reset, only: %i[new create edit update]
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resource :password, only: %i[edit update]
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2025-01-31 11:29:49 -06:00
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resource :email_confirmation, only: :new
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2024-10-23 11:20:55 -04:00
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2025-02-28 13:49:12 +01:00
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resources :users, only: %i[update destroy] do
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delete :reset, on: :member
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2025-04-18 11:39:58 -04:00
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patch :rule_prompt_settings, on: :member
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2025-02-28 13:49:12 +01:00
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end
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2024-10-23 11:20:55 -04:00
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resource :onboarding, only: :show do
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collection do
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get :profile
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get :preferences
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end
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end
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2024-04-13 09:28:45 -04:00
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2024-04-18 07:56:51 -04:00
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namespace :settings do
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2025-01-30 13:13:37 -06:00
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resource :profile, only: [ :show, :destroy ]
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2024-10-23 11:20:55 -04:00
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resource :preferences, only: :show
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2025-02-28 13:49:12 +01:00
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resource :hosting, only: %i[show update] do
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delete :clear_cache, on: :collection
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end
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2024-10-08 14:37:47 -05:00
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resource :billing, only: :show
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2025-02-06 14:16:53 -06:00
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resource :security, only: :show
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2024-03-28 13:23:54 -04:00
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end
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2024-10-24 11:02:27 -04:00
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resource :subscription, only: %i[new show] do
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get :success, on: :collection
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end
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2024-10-08 14:37:47 -05:00
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2024-10-24 11:02:27 -04:00
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resources :tags, except: :show do
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2024-08-23 10:06:24 -04:00
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resources :deletions, only: %i[new create], module: :tag
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2024-06-20 13:32:44 -04:00
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end
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namespace :category do
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resource :dropdown, only: :show
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2024-05-23 08:09:33 -04:00
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end
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2025-01-16 14:36:37 -05:00
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resources :categories, except: :show do
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2024-08-23 10:06:24 -04:00
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resources :deletions, only: %i[new create], module: :category
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2024-12-20 11:37:26 -05:00
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post :bootstrap, on: :collection
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2025-04-18 11:39:58 -04:00
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delete :destroy_all, on: :collection
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2024-06-20 08:15:09 -04:00
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end
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2025-02-21 11:57:59 -05:00
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resources :budgets, only: %i[index show edit update], param: :month_year do
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2025-01-16 14:36:37 -05:00
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get :picker, on: :collection
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resources :budget_categories, only: %i[index show update]
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end
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2025-04-18 11:39:58 -04:00
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resources :family_merchants, only: %i[index new create edit update destroy]
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2024-06-20 08:38:59 -04:00
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2025-01-07 09:41:24 -05:00
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resources :transfers, only: %i[new create destroy show update]
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2024-06-19 06:52:08 -04:00
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2024-10-01 10:47:59 -04:00
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resources :imports, only: %i[index new show create destroy] do
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2025-03-04 13:10:01 -05:00
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member do
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post :publish
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put :revert
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put :apply_template
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end
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2024-10-01 10:47:59 -04:00
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resource :upload, only: %i[show update], module: :import
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resource :configuration, only: %i[show update], module: :import
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resource :clean, only: :show, module: :import
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resource :confirm, only: :show, module: :import
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resources :rows, only: %i[show update], module: :import
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resources :mappings, only: :update, module: :import
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end
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2025-04-14 11:40:34 -04:00
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resources :accounts, only: %i[index new], shallow: true do
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2024-06-20 07:26:25 -04:00
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collection do
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2024-07-05 13:36:18 +02:00
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post :sync_all
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2024-06-20 07:26:25 -04:00
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end
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member do
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post :sync
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2024-11-27 16:01:50 -05:00
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get :chart
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2025-02-21 11:57:59 -05:00
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get :sparkline
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2024-06-20 07:26:25 -04:00
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end
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2024-11-27 16:01:50 -05:00
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end
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2025-04-14 11:40:34 -04:00
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resources :holdings, only: %i[index new show destroy]
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resources :trades, only: %i[show new create update destroy]
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resources :valuations, only: %i[show new create update destroy]
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2025-02-21 11:57:59 -05:00
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2025-04-14 11:40:34 -04:00
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namespace :transactions do
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resource :bulk_deletion, only: :create
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resource :bulk_update, only: %i[new create]
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end
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2024-06-20 07:26:25 -04:00
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2025-04-14 11:40:34 -04:00
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resources :transactions, only: %i[index new create show update destroy] do
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resource :transfer_match, only: %i[new create]
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resource :category, only: :update, controller: :transaction_categories
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2024-11-27 16:01:50 -05:00
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2025-04-14 11:40:34 -04:00
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collection do
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delete :clear_filter
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2024-11-27 16:01:50 -05:00
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end
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end
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2025-04-14 11:40:34 -04:00
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resources :accountable_sparklines, only: :show, param: :accountable_type
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direct :entry do |entry, options|
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2024-11-27 16:01:50 -05:00
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if entry.new_record?
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2025-04-14 11:40:34 -04:00
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route_for entry.entryable_name.pluralize, options
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2024-11-27 16:01:50 -05:00
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else
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route_for entry.entryable_name, entry, options
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2024-06-24 11:58:39 -04:00
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end
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end
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2025-04-18 11:39:58 -04:00
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resources :rules, except: :show do
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member do
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get :confirm
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post :apply
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end
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collection do
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delete :destroy_all
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end
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end
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2024-11-04 20:27:31 -05:00
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# Convenience routes for polymorphic paths
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# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
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direct :account do |model, options|
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route_for model.accountable_name, model, options
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end
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direct :edit_account do |model, options|
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route_for "edit_#{model.accountable_name}", model, options
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end
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resources :depositories, except: :index
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resources :investments, except: :index
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resources :properties, except: :index
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resources :vehicles, except: :index
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resources :credit_cards, except: :index
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resources :loans, except: :index
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resources :cryptos, except: :index
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resources :other_assets, except: :index
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resources :other_liabilities, except: :index
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2024-08-23 08:47:08 -04:00
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2024-11-27 16:01:50 -05:00
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resources :securities, only: :index
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2024-02-02 09:05:04 -06:00
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2024-09-11 19:04:39 +02:00
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resources :invite_codes, only: %i[index create]
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2024-06-13 14:37:27 -04:00
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2025-01-30 13:13:37 -06:00
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resources :invitations, only: [ :new, :create, :destroy ] do
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2024-11-01 10:23:27 -05:00
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get :accept, on: :member
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end
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2024-04-20 14:07:06 +02:00
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resources :currencies, only: %i[show]
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2024-10-18 11:26:58 -05:00
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resources :impersonation_sessions, only: [ :create ] do
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post :join, on: :collection
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delete :leave, on: :collection
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member do
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put :approve
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put :reject
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put :complete
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end
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end
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2024-11-15 13:49:37 -05:00
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resources :plaid_items, only: %i[create destroy] do
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2025-02-12 12:59:35 -06:00
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member do
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post :sync
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end
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2024-11-15 13:49:37 -05:00
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end
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namespace :webhooks do
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post "plaid"
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2025-02-07 10:35:42 -05:00
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post "plaid_eu"
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2024-11-15 13:49:37 -05:00
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post "stripe"
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end
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2024-10-08 14:37:47 -05:00
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2024-02-02 09:05:04 -06:00
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# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
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# Can be used by load balancers and uptime monitors to verify that the app is live.
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get "up" => "rails/health#show", as: :rails_health_check
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# Render dynamic PWA files from app/views/pwa/*
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get "service-worker" => "rails/pwa#service_worker", as: :pwa_service_worker
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get "manifest" => "rails/pwa#manifest", as: :pwa_manifest
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2025-04-18 18:53:10 +05:30
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get "imports/:import_id/upload/sample_csv", to: "import/uploads#sample_csv", as: :import_upload_sample_csv
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2024-02-02 09:05:04 -06:00
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# Defines the root path route ("/")
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root "pages#dashboard"
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end
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