2024-02-22 11:35:06 -05:00
|
|
|
class Period
|
2025-02-21 11:57:59 -05:00
|
|
|
include ActiveModel::Validations, Comparable
|
|
|
|
|
2025-03-03 12:47:20 -05:00
|
|
|
class InvalidKeyError < StandardError; end
|
2025-02-21 11:57:59 -05:00
|
|
|
|
2025-03-03 12:47:20 -05:00
|
|
|
attr_reader :key, :start_date, :end_date
|
|
|
|
|
|
|
|
validates :start_date, :end_date, presence: true, if: -> { PERIODS[key].nil? }
|
|
|
|
validates :key, presence: true, if: -> { start_date.nil? || end_date.nil? }
|
2025-02-21 11:57:59 -05:00
|
|
|
validate :must_be_valid_date_range
|
|
|
|
|
|
|
|
PERIODS = {
|
|
|
|
"last_day" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ 1.day.ago.to_date, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "1D",
|
|
|
|
label: "Last Day",
|
|
|
|
comparison_label: "vs. yesterday"
|
|
|
|
},
|
|
|
|
"current_week" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ Date.current.beginning_of_week, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "WTD",
|
|
|
|
label: "Current Week",
|
|
|
|
comparison_label: "vs. start of week"
|
|
|
|
},
|
|
|
|
"last_7_days" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ 7.days.ago.to_date, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "7D",
|
|
|
|
label: "Last 7 Days",
|
|
|
|
comparison_label: "vs. last week"
|
|
|
|
},
|
|
|
|
"current_month" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ Date.current.beginning_of_month, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "MTD",
|
|
|
|
label: "Current Month",
|
|
|
|
comparison_label: "vs. start of month"
|
|
|
|
},
|
|
|
|
"last_30_days" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ 30.days.ago.to_date, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "30D",
|
|
|
|
label: "Last 30 Days",
|
|
|
|
comparison_label: "vs. last month"
|
|
|
|
},
|
|
|
|
"last_90_days" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ 90.days.ago.to_date, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "90D",
|
|
|
|
label: "Last 90 Days",
|
|
|
|
comparison_label: "vs. last quarter"
|
|
|
|
},
|
|
|
|
"current_year" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ Date.current.beginning_of_year, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "YTD",
|
|
|
|
label: "Current Year",
|
|
|
|
comparison_label: "vs. start of year"
|
|
|
|
},
|
|
|
|
"last_365_days" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ 365.days.ago.to_date, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "365D",
|
|
|
|
label: "Last 365 Days",
|
|
|
|
comparison_label: "vs. 1 year ago"
|
|
|
|
},
|
|
|
|
"last_5_years" => {
|
2025-05-07 22:19:09 -04:00
|
|
|
date_range: -> { [ 5.years.ago.to_date, Date.current ] },
|
2025-02-21 11:57:59 -05:00
|
|
|
label_short: "5Y",
|
|
|
|
label: "Last 5 Years",
|
|
|
|
comparison_label: "vs. 5 years ago"
|
|
|
|
}
|
|
|
|
}
|
2024-02-22 11:35:06 -05:00
|
|
|
|
2024-11-04 20:27:31 -05:00
|
|
|
class << self
|
2025-03-03 12:47:20 -05:00
|
|
|
def from_key(key)
|
|
|
|
unless PERIODS.key?(key)
|
|
|
|
raise InvalidKeyError, "Invalid period key: #{key}"
|
|
|
|
end
|
|
|
|
|
2025-05-07 22:19:09 -04:00
|
|
|
start_date, end_date = PERIODS[key].fetch(:date_range).call
|
2025-03-03 12:47:20 -05:00
|
|
|
|
|
|
|
new(key: key, start_date: start_date, end_date: end_date)
|
2024-11-04 20:27:31 -05:00
|
|
|
end
|
2024-02-22 11:35:06 -05:00
|
|
|
|
2025-03-03 12:47:20 -05:00
|
|
|
def custom(start_date:, end_date:)
|
|
|
|
new(start_date: start_date, end_date: end_date)
|
2024-11-04 20:27:31 -05:00
|
|
|
end
|
|
|
|
|
2025-02-21 11:57:59 -05:00
|
|
|
def all
|
|
|
|
PERIODS.map { |key, period| from_key(key) }
|
2024-11-04 20:27:31 -05:00
|
|
|
end
|
2025-04-30 18:14:22 -04:00
|
|
|
|
|
|
|
def as_options
|
|
|
|
all.map { |period| [ period.label_short, period.key ] }
|
|
|
|
end
|
2024-08-23 10:06:24 -04:00
|
|
|
end
|
2024-02-22 11:35:06 -05:00
|
|
|
|
2025-02-21 11:57:59 -05:00
|
|
|
PERIODS.each do |key, period|
|
|
|
|
define_singleton_method(key) do
|
2025-03-03 12:47:20 -05:00
|
|
|
from_key(key)
|
2025-02-21 11:57:59 -05:00
|
|
|
end
|
|
|
|
end
|
|
|
|
|
2025-03-03 12:47:20 -05:00
|
|
|
def initialize(start_date: nil, end_date: nil, key: nil, date_format: "%b %d, %Y")
|
|
|
|
@key = key
|
2025-02-21 11:57:59 -05:00
|
|
|
@start_date = start_date
|
|
|
|
@end_date = end_date
|
|
|
|
@date_format = date_format
|
|
|
|
validate!
|
|
|
|
end
|
|
|
|
|
|
|
|
def <=>(other)
|
|
|
|
[ start_date, end_date ] <=> [ other.start_date, other.end_date ]
|
|
|
|
end
|
|
|
|
|
|
|
|
def date_range
|
|
|
|
start_date..end_date
|
|
|
|
end
|
|
|
|
|
|
|
|
def days
|
|
|
|
(end_date - start_date).to_i + 1
|
|
|
|
end
|
|
|
|
|
|
|
|
def within?(other)
|
|
|
|
start_date >= other.start_date && end_date <= other.end_date
|
2024-08-23 10:06:24 -04:00
|
|
|
end
|
2024-02-22 11:35:06 -05:00
|
|
|
|
2025-02-21 11:57:59 -05:00
|
|
|
def interval
|
2025-03-05 10:20:02 -05:00
|
|
|
if days > 366
|
|
|
|
"1 week"
|
2025-02-21 11:57:59 -05:00
|
|
|
else
|
|
|
|
"1 day"
|
|
|
|
end
|
2024-08-23 10:06:24 -04:00
|
|
|
end
|
2024-04-24 13:34:50 +01:00
|
|
|
|
2025-02-21 11:57:59 -05:00
|
|
|
def label
|
2025-03-03 12:47:20 -05:00
|
|
|
if key_metadata
|
|
|
|
key_metadata.fetch(:label)
|
2025-02-21 11:57:59 -05:00
|
|
|
else
|
|
|
|
"Custom Period"
|
|
|
|
end
|
|
|
|
end
|
2024-03-06 09:56:59 -05:00
|
|
|
|
2025-02-21 11:57:59 -05:00
|
|
|
def label_short
|
2025-03-03 12:47:20 -05:00
|
|
|
if key_metadata
|
|
|
|
key_metadata.fetch(:label_short)
|
2025-02-21 11:57:59 -05:00
|
|
|
else
|
2025-03-03 12:47:20 -05:00
|
|
|
"Custom"
|
2024-03-06 09:56:59 -05:00
|
|
|
end
|
2024-08-23 10:06:24 -04:00
|
|
|
end
|
2025-02-21 11:57:59 -05:00
|
|
|
|
|
|
|
def comparison_label
|
2025-03-03 12:47:20 -05:00
|
|
|
if key_metadata
|
|
|
|
key_metadata.fetch(:comparison_label)
|
2025-02-21 11:57:59 -05:00
|
|
|
else
|
|
|
|
"#{start_date.strftime(@date_format)} to #{end_date.strftime(@date_format)}"
|
|
|
|
end
|
|
|
|
end
|
|
|
|
|
|
|
|
private
|
2025-03-03 12:47:20 -05:00
|
|
|
def key_metadata
|
|
|
|
@key_metadata ||= PERIODS[key]
|
2025-02-21 11:57:59 -05:00
|
|
|
end
|
|
|
|
|
|
|
|
def must_be_valid_date_range
|
|
|
|
return if start_date.nil? || end_date.nil?
|
|
|
|
unless start_date.is_a?(Date) && end_date.is_a?(Date)
|
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
|
|
|
errors.add(:start_date, "must be a valid date, got #{start_date.inspect}")
|
|
|
|
errors.add(:end_date, "must be a valid date, got #{end_date.inspect}")
|
2025-02-21 11:57:59 -05:00
|
|
|
return
|
|
|
|
end
|
|
|
|
|
|
|
|
errors.add(:start_date, "must be before end date") if start_date > end_date
|
|
|
|
end
|
2024-02-22 11:35:06 -05:00
|
|
|
end
|