2025-02-28 11:35:10 -05:00
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module Security::Provided
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extend ActiveSupport::Concern
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2025-05-18 10:27:46 -04:00
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SecurityInfoMissingError = Class.new(StandardError)
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2025-02-28 11:35:10 -05:00
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class_methods do
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def provider
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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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registry = Provider::Registry.for_concept(:securities)
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registry.get_provider(:synth)
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2025-02-28 11:35:10 -05:00
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end
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2025-03-17 11:54:53 -04:00
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def search_provider(symbol, country_code: nil, exchange_operating_mic: nil)
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2025-05-22 12:43:24 -04:00
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return [] if provider.nil? || symbol.blank?
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2025-03-05 09:30:47 -05:00
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2025-05-22 12:43:24 -04:00
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params = {
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country_code: country_code,
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exchange_operating_mic: exchange_operating_mic
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}.compact_blank
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response = provider.search_securities(symbol, **params)
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2025-02-28 11:35:10 -05:00
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if response.success?
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2025-03-28 17:34:29 -04:00
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response.data.map do |provider_security|
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# Need to map to domain model so Combobox can display via to_combobox_option
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Security.new(
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ticker: provider_security.symbol,
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name: provider_security.name,
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logo_url: provider_security.logo_url,
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exchange_operating_mic: provider_security.exchange_operating_mic,
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2025-05-22 09:45:08 -05:00
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country_code: provider_security.country_code
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2025-03-28 17:34:29 -04:00
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)
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end
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2025-02-28 11:35:10 -05:00
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else
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[]
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end
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end
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end
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2025-03-17 11:54:53 -04:00
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def find_or_fetch_price(date: Date.current, cache: true)
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price = prices.find_by(date: date)
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return price if price.present?
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2025-04-04 12:14:28 -04:00
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# Make sure we have a data provider before fetching
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return nil unless provider.present?
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2025-05-22 12:43:24 -04:00
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response = provider.fetch_security_price(
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symbol: ticker,
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exchange_operating_mic: exchange_operating_mic,
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date: date
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)
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2025-03-17 11:54:53 -04:00
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return nil unless response.success? # Provider error
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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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price = response.data
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Security::Price.find_or_create_by!(
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security_id: price.security.id,
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date: price.date,
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price: price.price,
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currency: price.currency
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) if cache
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2025-03-17 11:54:53 -04:00
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price
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end
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2025-05-17 16:37:16 -04:00
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def import_provider_details(clear_cache: false)
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2025-05-16 14:17:56 -04:00
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unless provider.present?
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2025-05-17 16:37:16 -04:00
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Rails.logger.warn("No provider configured for Security.import_provider_details")
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2025-05-16 14:17:56 -04:00
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return
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end
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if self.name.present? && self.logo_url.present? && !clear_cache
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return
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end
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response = provider.fetch_security_info(
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symbol: ticker,
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exchange_operating_mic: exchange_operating_mic
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)
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if response.success?
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update(
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name: response.data.name,
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logo_url: response.data.logo_url,
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)
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else
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2025-05-18 10:27:46 -04:00
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Rails.logger.warn("Failed to fetch security info for #{ticker} from #{provider.class.name}: #{response.error.message}")
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Sentry.capture_exception(SecurityInfoMissingError.new("Failed to get security info"), level: :warning) do |scope|
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scope.set_tags(security_id: self.id)
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2025-05-18 10:52:35 -04:00
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scope.set_context("security", { id: self.id, provider_error: response.error.message })
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2025-05-18 10:27:46 -04:00
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end
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2025-05-16 14:17:56 -04:00
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end
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end
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2025-05-17 16:37:16 -04:00
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def import_provider_prices(start_date:, end_date:, clear_cache: false)
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2025-05-16 14:17:56 -04:00
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unless provider.present?
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2025-05-17 16:37:16 -04:00
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Rails.logger.warn("No provider configured for Security.import_provider_prices")
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2025-05-16 14:17:56 -04:00
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return 0
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end
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2025-05-17 16:37:16 -04:00
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Security::Price::Importer.new(
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2025-05-16 14:17:56 -04:00
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security: self,
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security_provider: provider,
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start_date: start_date,
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end_date: end_date,
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clear_cache: clear_cache
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2025-05-17 16:37:16 -04:00
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).import_provider_prices
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2025-05-16 14:17:56 -04:00
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end
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2025-03-17 11:54:53 -04:00
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private
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def provider
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self.class.provider
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end
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2025-02-28 11:35:10 -05:00
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end
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