2024-02-02 09:05:04 -06:00
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module ApplicationHelper
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2024-03-08 15:11:58 -05:00
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include Pagy::Frontend
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2025-04-30 18:14:22 -04:00
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def styled_form_with(**options, &block)
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options[:builder] = StyledFormBuilder
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form_with(**options, &block)
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2025-01-16 14:36:37 -05:00
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end
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2025-04-30 18:14:22 -04:00
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def icon(key, size: "md", color: "default", custom: false, as_button: false, **opts)
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extra_classes = opts.delete(:class)
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sizes = { xs: "w-3 h-3", sm: "w-4 h-4", md: "w-5 h-5", lg: "w-6 h-6", xl: "w-7 h-7", "2xl": "w-8 h-8" }
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colors = { default: "fg-gray", success: "text-success", warning: "text-warning", destructive: "text-destructive", current: "text-current" }
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icon_classes = class_names(
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"shrink-0",
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sizes[size.to_sym],
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colors[color.to_sym],
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extra_classes
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)
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if custom
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inline_svg_tag("#{key}.svg", class: icon_classes, **opts)
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elsif as_button
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render ButtonComponent.new(variant: "icon", class: extra_classes, icon: key, size: size, type: "button", **opts)
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else
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lucide_icon(key, class: icon_classes, **opts)
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end
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2025-04-18 18:53:10 +05:30
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end
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2025-01-16 14:36:37 -05:00
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# Convert alpha (0-1) to 8-digit hex (00-FF)
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def hex_with_alpha(hex, alpha)
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alpha_hex = (alpha * 255).round.to_s(16).rjust(2, "0")
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"#{hex}#{alpha_hex}"
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end
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2024-02-02 09:05:04 -06:00
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def title(page_title)
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content_for(:title) { page_title }
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end
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def header_title(page_title)
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content_for(:header_title) { page_title }
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end
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2024-02-02 23:41:58 +00:00
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2025-02-06 14:16:53 -06:00
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def header_description(page_description)
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content_for(:header_description) { page_description }
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end
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2024-07-25 16:46:04 -04:00
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def family_stream
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turbo_stream_from Current.family if Current.family
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end
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2025-02-21 11:57:59 -05:00
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def page_active?(path)
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current_page?(path) || (request.path.start_with?(path) && path != "/")
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2024-02-11 18:47:58 +00:00
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end
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2024-10-23 11:20:55 -04:00
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# Wrapper around I18n.l to support custom date formats
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def format_date(object, format = :default, options = {})
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date = object.to_date
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format_code = options[:format_code] || Current.family&.date_format
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if format_code.present?
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date.strftime(format_code)
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else
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I18n.l(date, format: format, **options)
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end
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end
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2024-03-18 11:21:00 -04:00
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def format_money(number_or_money, options = {})
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2024-10-08 17:16:37 -04:00
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return nil unless number_or_money
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2025-02-21 11:57:59 -05:00
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Money.new(number_or_money).format(options)
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2024-02-10 16:18:56 -06:00
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end
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2024-06-24 16:56:44 +02:00
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2024-07-01 10:49:43 -04:00
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def totals_by_currency(collection:, money_method:, separator: " | ", negate: false)
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2024-06-24 16:56:44 +02:00
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collection.group_by(&:currency)
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2025-02-17 17:42:30 +01:00
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.transform_values { |item| calculate_total(item, money_method, negate) }
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2024-06-24 16:56:44 +02:00
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.map { |_currency, money| format_money(money) }
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.join(separator)
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end
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2024-11-22 14:22:52 -06:00
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def show_super_admin_bar?
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if params[:admin].present?
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cookies.permanent[:admin] = params[:admin]
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end
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cookies[:admin] == "true"
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end
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2025-02-17 17:42:30 +01:00
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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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# Renders Markdown text using Redcarpet
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def markdown(text)
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return "" if text.blank?
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renderer = Redcarpet::Render::HTML.new(
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hard_wrap: true,
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link_attributes: { target: "_blank", rel: "noopener noreferrer" }
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)
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markdown = Redcarpet::Markdown.new(
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renderer,
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autolink: true,
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tables: true,
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fenced_code_blocks: true,
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strikethrough: true,
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superscript: true,
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underline: true,
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highlight: true,
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quote: true,
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footnotes: true
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)
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markdown.render(text).html_safe
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end
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2025-02-17 17:42:30 +01:00
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private
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def calculate_total(item, money_method, negate)
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items = item.reject { |i| i.respond_to?(:entryable) && i.entryable.transfer? }
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total = items.sum(&money_method)
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negate ? -total : total
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end
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2024-02-02 09:05:04 -06:00
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end
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