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class PagesController < ApplicationController
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skip_before_action :authenticate_user! , only : % i [ early_access ]
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include Periodable
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def dashboard
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@balance_sheet = Current . family . balance_sheet
@accounts = Current . family . accounts . active . with_attached_logo
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period_param = params [ :cashflow_period ]
@cashflow_period = if period_param . present?
begin
Period . from_key ( period_param )
rescue Period :: InvalidKeyError
Period . last_30_days
end
else
Period . last_30_days
end
family_currency = Current . family . currency
income_totals = Current . family . income_statement . income_totals ( period : @cashflow_period )
expense_totals = Current . family . income_statement . expense_totals ( period : @cashflow_period )
@cashflow_sankey_data = build_cashflow_sankey_data ( income_totals , expense_totals , family_currency )
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@breadcrumbs = [ [ " Home " , root_path ] , [ " Dashboard " , nil ] ]
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end
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def changelog
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
@release_notes = github_provider . fetch_latest_release_notes
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render layout : " settings "
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end
def feedback
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render layout : " settings "
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end
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def early_access
redirect_to root_path if self_hosted?
@invite_codes_count = InviteCode . count
@invite_code = InviteCode . order ( " RANDOM() " ) . limit ( 1 ) . first
render layout : false
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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
private
def github_provider
Provider :: Registry . get_provider ( :github )
end
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def build_cashflow_sankey_data ( income_totals , expense_totals , currency_symbol )
nodes = [ ]
links = [ ]
node_indices = { } # Memoize node indices by a unique key: "type_categoryid"
# Helper to add/find node and return its index
add_node = - > ( unique_key , display_name , value , percentage , color ) {
node_indices [ unique_key ] || = begin
nodes << { name : display_name , value : value . to_f . round ( 2 ) , percentage : percentage . to_f . round ( 1 ) , color : color }
nodes . size - 1
end
}
total_income_val = income_totals . total . to_f . round ( 2 )
total_expense_val = expense_totals . total . to_f . round ( 2 )
# --- Create Central Cash Flow Node ---
cash_flow_idx = add_node . call ( " cash_flow_node " , " Cash Flow " , total_income_val , 0 , " var(--color-success) " )
# --- Process Income Side ---
income_category_values = Hash . new ( 0 . 0 )
income_totals . category_totals . each do | ct |
val = ct . total . to_f . round ( 2 )
next if val . zero? || ! ct . category . parent_id
income_category_values [ ct . category . parent_id ] += val
end
income_totals . category_totals . each do | ct |
val = ct . total . to_f . round ( 2 )
percentage_of_total_income = total_income_val . zero? ? 0 : ( val / total_income_val * 100 ) . round ( 1 )
next if val . zero?
node_display_name = ct . category . name
node_value_for_label = val + income_category_values [ ct . category . id ] # This sum is for parent node display
node_percentage_for_label = total_income_val . zero? ? 0 : ( node_value_for_label / total_income_val * 100 ) . round ( 1 )
node_color = ct . category . color . presence || Category :: COLORS . sample
current_cat_idx = add_node . call ( " income_ #{ ct . category . id } " , node_display_name , node_value_for_label , node_percentage_for_label , node_color )
if ct . category . parent_id
parent_cat_idx = node_indices [ " income_ #{ ct . category . parent_id } " ]
parent_cat_idx || = add_node . call ( " income_ #{ ct . category . parent . id } " , ct . category . parent . name , income_category_values [ ct . category . parent . id ] , 0 , ct . category . parent . color || Category :: COLORS . sample ) # Parent percentage will be recalc based on its total flow
links << { source : current_cat_idx , target : parent_cat_idx , value : val , color : node_color , percentage : percentage_of_total_income }
else
links << { source : current_cat_idx , target : cash_flow_idx , value : val , color : node_color , percentage : percentage_of_total_income }
end
end
# --- Process Expense Side ---
expense_category_values = Hash . new ( 0 . 0 )
expense_totals . category_totals . each do | ct |
val = ct . total . to_f . round ( 2 )
next if val . zero? || ! ct . category . parent_id
expense_category_values [ ct . category . parent_id ] += val
end
expense_totals . category_totals . each do | ct |
val = ct . total . to_f . round ( 2 )
percentage_of_total_expense = total_expense_val . zero? ? 0 : ( val / total_expense_val * 100 ) . round ( 1 )
next if val . zero?
node_display_name = ct . category . name
node_value_for_label = val + expense_category_values [ ct . category . id ]
node_percentage_for_label = total_expense_val . zero? ? 0 : ( node_value_for_label / total_expense_val * 100 ) . round ( 1 ) # Percentage relative to total expenses for expense nodes
node_color = ct . category . color . presence || Category :: UNCATEGORIZED_COLOR
current_cat_idx = add_node . call ( " expense_ #{ ct . category . id } " , node_display_name , node_value_for_label , node_percentage_for_label , node_color )
if ct . category . parent_id
parent_cat_idx = node_indices [ " expense_ #{ ct . category . parent_id } " ]
parent_cat_idx || = add_node . call ( " expense_ #{ ct . category . parent . id } " , ct . category . parent . name , expense_category_values [ ct . category . parent . id ] , 0 , ct . category . parent . color || Category :: UNCATEGORIZED_COLOR )
links << { source : parent_cat_idx , target : current_cat_idx , value : val , color : nodes [ parent_cat_idx ] [ :color ] , percentage : percentage_of_total_expense }
else
links << { source : cash_flow_idx , target : current_cat_idx , value : val , color : node_color , percentage : percentage_of_total_expense }
end
end
# --- Process Surplus ---
leftover = ( total_income_val - total_expense_val ) . round ( 2 )
if leftover . positive?
percentage_of_total_income_for_surplus = total_income_val . zero? ? 0 : ( leftover / total_income_val * 100 ) . round ( 1 )
surplus_idx = add_node . call ( " surplus_node " , " Surplus " , leftover , percentage_of_total_income_for_surplus , " var(--color-success) " )
links << { source : cash_flow_idx , target : surplus_idx , value : leftover , color : " var(--color-success) " , percentage : percentage_of_total_income_for_surplus }
end
# 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
# No primary income node anymore, percentages are on individual income cats relative to total_income_val
{ nodes : nodes , links : links , currency_symbol : Money :: Currency . new ( currency_symbol ) . symbol }
end
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end