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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>
This commit is contained in:
Zach Gollwitzer
GitHub
parent
8e6b81af77
commit
2f6b11c18f
126 changed files with 3576 additions and 462 deletions
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@ -1,20 +1,19 @@
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class Provider::Synth < Provider
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include ExchangeRate::Provideable
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include Security::Provideable
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include ExchangeRateProvider, SecurityProvider
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def initialize(api_key)
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@api_key = api_key
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end
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def healthy?
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provider_response do
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with_provider_response do
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response = client.get("#{base_url}/user")
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JSON.parse(response.body).dig("id").present?
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end
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end
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def usage
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provider_response do
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with_provider_response do
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response = client.get("#{base_url}/user")
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parsed = JSON.parse(response.body)
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@ -37,7 +36,7 @@ class Provider::Synth < Provider
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# ================================
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def fetch_exchange_rate(from:, to:, date:)
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provider_response retries: 2 do
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with_provider_response retries: 2 do
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response = client.get("#{base_url}/rates/historical") do |req|
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req.params["date"] = date.to_s
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req.params["from"] = from
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@ -46,19 +45,12 @@ class Provider::Synth < Provider
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rates = JSON.parse(response.body).dig("data", "rates")
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ExchangeRate::Provideable::FetchRateData.new(
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rate: ExchangeRate.new(
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from_currency: from,
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to_currency: to,
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date: date,
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rate: rates.dig(to)
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)
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)
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Rate.new(date:, from:, to:, rate: rates.dig(to))
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end
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end
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def fetch_exchange_rates(from:, to:, start_date:, end_date:)
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provider_response retries: 1 do
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with_provider_response retries: 1 do
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data = paginate(
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"#{base_url}/rates/historical-range",
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from: from,
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@ -69,16 +61,9 @@ class Provider::Synth < Provider
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body.dig("data")
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end
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ExchangeRate::Provideable::FetchRatesData.new(
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rates: data.paginated.map do |exchange_rate|
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ExchangeRate.new(
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from_currency: from,
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to_currency: to,
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date: exchange_rate.dig("date"),
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rate: exchange_rate.dig("rates", to)
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)
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end
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)
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data.paginated.map do |rate|
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Rate.new(date: rate.dig("date"), from:, to:, rate: rate.dig("rates", to))
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end
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end
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end
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@ -87,7 +72,7 @@ class Provider::Synth < Provider
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# ================================
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def search_securities(symbol, country_code: nil, exchange_operating_mic: nil)
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provider_response do
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with_provider_response do
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response = client.get("#{base_url}/tickers/search") do |req|
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req.params["name"] = symbol
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req.params["dataset"] = "limited"
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@ -98,24 +83,19 @@ class Provider::Synth < Provider
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parsed = JSON.parse(response.body)
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Security::Provideable::Search.new(
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securities: parsed.dig("data").map do |security|
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Security.new(
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ticker: security.dig("symbol"),
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name: security.dig("name"),
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logo_url: security.dig("logo_url"),
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exchange_acronym: security.dig("exchange", "acronym"),
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exchange_mic: security.dig("exchange", "mic_code"),
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exchange_operating_mic: security.dig("exchange", "operating_mic_code"),
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country_code: security.dig("exchange", "country_code")
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)
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end
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)
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parsed.dig("data").map do |security|
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Security.new(
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symbol: security.dig("symbol"),
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name: security.dig("name"),
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logo_url: security.dig("logo_url"),
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exchange_operating_mic: security.dig("exchange", "operating_mic_code"),
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)
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end
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end
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end
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def fetch_security_info(security)
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provider_response do
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with_provider_response do
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response = client.get("#{base_url}/tickers/#{security.ticker}") do |req|
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req.params["mic_code"] = security.exchange_mic if security.exchange_mic.present?
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req.params["operating_mic"] = security.exchange_operating_mic if security.exchange_operating_mic.present?
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@ -123,8 +103,8 @@ class Provider::Synth < Provider
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data = JSON.parse(response.body).dig("data")
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Security::Provideable::SecurityInfo.new(
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ticker: security.ticker,
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SecurityInfo.new(
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symbol: data.dig("ticker"),
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name: data.dig("name"),
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links: data.dig("links"),
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logo_url: data.dig("logo_url"),
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@ -135,19 +115,17 @@ class Provider::Synth < Provider
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end
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def fetch_security_price(security, date:)
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provider_response do
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with_provider_response do
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historical_data = fetch_security_prices(security, start_date: date, end_date: date)
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raise ProviderError, "No prices found for security #{security.ticker} on date #{date}" if historical_data.data.prices.empty?
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raise ProviderError, "No prices found for security #{security.ticker} on date #{date}" if historical_data.data.empty?
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Security::Provideable::PriceData.new(
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price: historical_data.data.prices.first
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)
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historical_data.data.first
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end
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end
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def fetch_security_prices(security, start_date:, end_date:)
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provider_response retries: 1 do
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with_provider_response retries: 1 do
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params = {
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start_date: start_date,
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end_date: end_date
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@ -167,16 +145,14 @@ class Provider::Synth < Provider
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exchange_mic = data.first_page.dig("exchange", "mic_code")
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exchange_operating_mic = data.first_page.dig("exchange", "operating_mic_code")
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Security::Provideable::PricesData.new(
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prices: data.paginated.map do |price|
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Security::Price.new(
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security: security,
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date: price.dig("date"),
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price: price.dig("close") || price.dig("open"),
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currency: currency
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)
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end
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)
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data.paginated.map do |price|
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Price.new(
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security: security,
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date: price.dig("date"),
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price: price.dig("close") || price.dig("open"),
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currency: currency
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)
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end
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end
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end
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@ -185,7 +161,7 @@ class Provider::Synth < Provider
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# ================================
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def enrich_transaction(description, amount: nil, date: nil, city: nil, state: nil, country: nil)
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provider_response do
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with_provider_response do
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params = {
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description: description,
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amount: amount,
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@ -216,9 +192,7 @@ class Provider::Synth < Provider
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[
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Faraday::TimeoutError,
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Faraday::ConnectionFailed,
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Faraday::SSLError,
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Faraday::ClientError,
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Faraday::ServerError
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Faraday::SSLError
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]
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end
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