2024-04-18 07:56:51 -04:00
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require "application_system_test_case"
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class SettingsTest < ApplicationSystemTestCase
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setup do
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sign_in @user = users(:family_admin)
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@settings_links = [
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2024-08-27 17:10:31 -04:00
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[ "Account", settings_profile_path ],
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[ "Preferences", settings_preferences_path ],
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[ "Accounts", accounts_path ],
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[ "Tags", tags_path ],
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[ "Categories", categories_path ],
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[ "Merchants", merchants_path ],
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[ "Imports", imports_path ],
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[ "What's new", changelog_path ],
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[ "Feedback", feedback_path ]
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2024-04-18 07:56:51 -04:00
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]
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end
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test "can access settings from sidebar" do
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2024-09-09 16:54:56 -04:00
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VCR.use_cassette("git_repository_provider/fetch_latest_release_notes") do
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open_settings_from_sidebar
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assert_selector "h1", text: "Account"
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2024-10-01 02:58:15 +05:30
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assert_current_path settings_profile_path, ignore_query: true
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2024-08-27 17:10:31 -04:00
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2024-09-09 16:54:56 -04:00
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@settings_links.each do |name, path|
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click_link name
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assert_selector "h1", text: name
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assert_current_path path
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end
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2024-08-27 17:10:31 -04:00
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end
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2024-04-18 07:56:51 -04:00
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end
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2024-09-11 19:04:39 +02:00
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test "can update self hosting settings" do
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Rails.application.config.app_mode.stubs(:self_hosted?).returns(true)
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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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Provider::Registry.stubs(:get_provider).with(:synth).returns(nil)
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2024-09-11 19:04:39 +02:00
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open_settings_from_sidebar
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assert_selector "li", text: "Self hosting"
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click_link "Self hosting"
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assert_current_path settings_hosting_path
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assert_selector "h1", text: "Self-Hosting"
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check "setting_require_invite_for_signup", allow_label_click: true
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click_button "Generate new code"
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assert_selector 'span[data-clipboard-target="source"]', visible: true, count: 1 # invite code copy widget
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copy_button = find('button[data-action="clipboard#copy"]', match: :first) # Find the first copy button (adjust if needed)
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copy_button.click
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assert_selector 'span[data-clipboard-target="iconSuccess"]', visible: true, count: 1 # text copied and icon changed to checkmark
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end
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2025-02-28 15:35:00 +01:00
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test "does not show billing link if self hosting" do
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Rails.application.config.app_mode.stubs(:self_hosted?).returns(true)
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open_settings_from_sidebar
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assert_no_selector "li", text: I18n.t("settings.settings_nav.billing_label")
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end
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2024-04-18 07:56:51 -04:00
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private
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2024-05-17 09:09:32 -04:00
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2024-04-18 07:56:51 -04:00
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def open_settings_from_sidebar
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find("#user-menu").click
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click_link "Settings"
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end
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end
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