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Maybe/app/controllers/pages_controller.rb

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class PagesController < ApplicationController
skip_before_action :authenticate_user!, only: %i[early_access]
include Periodable
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def dashboard
@balance_sheet = Current.family.balance_sheet
@accounts = Current.family.accounts.active.with_attached_logo
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)
@breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
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end
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
render layout: "settings"
end
def feedback
render layout: "settings"
end
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
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
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