Maybe/app/models/setting.rb

# Dynamic settings the user can change within the app (helpful for self-hosting)
class Setting < RailsSettings::Base
  cache_prefix { "v1" }

  field :synth_api_key, type: :string, default: ENV["SYNTH_API_KEY"]
  field :openai_access_token, type: :string, default: ENV["OPENAI_ACCESS_TOKEN"]

  field :require_invite_for_signup, type: :boolean, default: false
  field :require_email_confirmation, type: :boolean, default: ENV.fetch("REQUIRE_EMAIL_CONFIRMATION", "true") == "true"
end
Add zero-config self hosting on Render (#612) * v1 of backend implementation for self hosting * Add docs * Add upgrades controller * Add global helpers for self hosting mode * Add self host settings controller * Conditionally show self hosting settings * Environment and config updates * Complete upgrade prompting flow * Update config for forked repo * Move configuration of github provider within class * Add upgrades cron * Update deploy button * Update guides * Fix render deployer * Typo * Enable auto upgrades * Fix cron * Make upgrade modes more clear and consistent * Trigger new available version * Fix logic for displaying upgrade prompts * Finish implementation * Fix regression * Trigger new version * Add i18n translations * trigger new version * reduce caching time for testing * Decrease cache for testing * trigger upgrade * trigger upgrade * Only trigger deploy once * trigger upgrade * If target is commit, always upgrade if any upgrade is available * trigger upgrade * trigger upgrade * Test release * Change back to maybe repo for defaults * Fix lint errors * Clearer naming * Fix relative link * Add abs path * Relative link * Update docs 2024-04-13 09:28:45 -04:00			`# Dynamic settings the user can change within the app (helpful for self-hosting)`
			`class Setting < RailsSettings::Base`
			`cache_prefix { "v1" }`

Account Issue Model and Resolution Flow + Troubleshooting guides (#1090) * Rough draft of issue system * Simplify design * Remove stale files from merge conflicts * STI for issues * Cleanup * Improve Synth api key flow * Stub api key for test 2024-08-16 12:13:48 -04:00			`field :synth_api_key, type: :string, default: ENV["SYNTH_API_KEY"]`
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			`field :openai_access_token, type: :string, default: ENV["OPENAI_ACCESS_TOKEN"]`

Add setting to disable new user registration on self-hosted instances (#1163) * Add clipboard stimulus controller * Add invite codes controller * Setting to force invite code for new signups * Fix erb linter * Normalize keys * Add POST /invite_codes * Cleanup clipboard_controller.js * Create invite codes on-demand * Design changes * Style alignment * Update app/views/invite_codes/_invite_code.html.erb Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Signed-off-by: Tony Vincent <tonyvince7@gmail.com> * Update app/views/invite_codes/_invite_code.html.erb Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Signed-off-by: Tony Vincent <tonyvince7@gmail.com> * Split into individual forms * Fix missing styles * Update app/javascript/controllers/clipboard_controller.js Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Signed-off-by: Tony Vincent <tonyvince7@gmail.com> * Fix test --------- Signed-off-by: Tony Vincent <tonyvince7@gmail.com> Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> 2024-09-11 19:04:39 +02:00			`field :require_invite_for_signup, type: :boolean, default: false`
Allow users to update their email address (#1745) * Change email address * Email confirmation * Email change test * Lint * Schema reset * Set test email sender * Select specific user fixture * Refactor/cleanup * Remove unused email_confirmation_token * Current user would never be true * Fix translation test failures 2025-01-31 11:29:49 -06:00			`field :require_email_confirmation, type: :boolean, default: ENV.fetch("REQUIRE_EMAIL_CONFIRMATION", "true") == "true"`
Add zero-config self hosting on Render (#612) * v1 of backend implementation for self hosting * Add docs * Add upgrades controller * Add global helpers for self hosting mode * Add self host settings controller * Conditionally show self hosting settings * Environment and config updates * Complete upgrade prompting flow * Update config for forked repo * Move configuration of github provider within class * Add upgrades cron * Update deploy button * Update guides * Fix render deployer * Typo * Enable auto upgrades * Fix cron * Make upgrade modes more clear and consistent * Trigger new available version * Fix logic for displaying upgrade prompts * Finish implementation * Fix regression * Trigger new version * Add i18n translations * trigger new version * reduce caching time for testing * Decrease cache for testing * trigger upgrade * trigger upgrade * Only trigger deploy once * trigger upgrade * If target is commit, always upgrade if any upgrade is available * trigger upgrade * trigger upgrade * Test release * Change back to maybe repo for defaults * Fix lint errors * Clearer naming * Fix relative link * Add abs path * Relative link * Update docs 2024-04-13 09:28:45 -04:00			`end`