mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-24 15:49:39 +02:00
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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@ -21,6 +21,10 @@ class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
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find("h1", text: "Welcome back, #{user.first_name}")
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end
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def login_as(user)
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sign_in(user)
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end
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def sign_out
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find("#user-menu").click
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click_button "Logout"
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52
test/controllers/chats_controller_test.rb
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52
test/controllers/chats_controller_test.rb
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@ -0,0 +1,52 @@
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require "test_helper"
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class ChatsControllerTest < ActionDispatch::IntegrationTest
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setup do
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@user = users(:family_admin)
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@family = families(:dylan_family)
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sign_in @user
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end
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test "cannot create a chat if AI is disabled" do
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@user.update!(ai_enabled: false)
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post chats_url, params: { chat: { content: "Hello", ai_model: "gpt-4o" } }
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assert_response :forbidden
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end
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test "gets index" do
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get chats_url
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assert_response :success
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end
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test "creates chat" do
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assert_difference("Chat.count") do
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post chats_url, params: { chat: { content: "Hello", ai_model: "gpt-4o" } }
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end
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assert_redirected_to chat_path(Chat.order(created_at: :desc).first, thinking: true)
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end
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test "shows chat" do
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get chat_url(chats(:one))
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assert_response :success
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end
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test "destroys chat" do
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assert_difference("Chat.count", -1) do
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delete chat_url(chats(:one))
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end
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assert_redirected_to chats_url
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end
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test "should not allow access to other user's chats" do
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other_user = users(:family_member)
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other_chat = Chat.create!(user: other_user, title: "Other User's Chat")
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get chat_url(other_chat)
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assert_response :not_found
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delete chat_url(other_chat)
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assert_response :not_found
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end
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end
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22
test/controllers/messages_controller_test.rb
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22
test/controllers/messages_controller_test.rb
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@ -0,0 +1,22 @@
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require "test_helper"
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class MessagesControllerTest < ActionDispatch::IntegrationTest
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setup do
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sign_in @user = users(:family_admin)
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@chat = @user.chats.first
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end
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test "can create a message" do
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post chat_messages_url(@chat), params: { message: { content: "Hello", ai_model: "gpt-4o" } }
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assert_redirected_to chat_path(@chat, thinking: true)
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end
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test "cannot create a message if AI is disabled" do
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@user.update!(ai_enabled: false)
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post chat_messages_url(@chat), params: { message: { content: "Hello", ai_model: "gpt-4o" } }
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assert_response :forbidden
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end
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end
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@ -8,7 +8,7 @@ class Settings::HostingsControllerTest < ActionDispatch::IntegrationTest
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sign_in users(:family_admin)
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@provider = mock
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Providers.stubs(:synth).returns(@provider)
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Provider::Registry.stubs(:get_provider).with(:synth).returns(@provider)
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@usage_response = provider_success_response(
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OpenStruct.new(
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used: 10,
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@ -20,12 +20,12 @@ class Settings::HostingsControllerTest < ActionDispatch::IntegrationTest
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end
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test "cannot edit when self hosting is disabled" do
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assert_raises(RuntimeError, "Settings not available on non-self-hosted instance") do
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with_env_overrides SELF_HOSTED: "false" do
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get settings_hosting_url
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end
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assert_response :forbidden
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assert_raises(RuntimeError, "Settings not available on non-self-hosted instance") do
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patch settings_hosting_url, params: { setting: { require_invite_for_signup: true } }
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assert_response :forbidden
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end
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end
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@ -40,8 +40,6 @@ class Settings::HostingsControllerTest < ActionDispatch::IntegrationTest
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test "can update settings when self hosting is enabled" do
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with_self_hosting do
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assert_nil Setting.synth_api_key
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patch settings_hosting_url, params: { setting: { synth_api_key: "1234567890" } }
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assert_equal "1234567890", Setting.synth_api_key
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7
test/fixtures/chats.yml
vendored
Normal file
7
test/fixtures/chats.yml
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Normal file
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@ -0,0 +1,7 @@
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one:
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title: First Chat
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user: family_admin
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two:
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title: Second Chat
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user: family_member
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43
test/fixtures/messages.yml
vendored
Normal file
43
test/fixtures/messages.yml
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Normal file
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@ -0,0 +1,43 @@
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chat1_developer:
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type: DeveloperMessage
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content: You are a personal finance assistant. Be concise and helpful.
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chat: one
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created_at: 2025-03-20 12:00:00
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debug: false
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chat1_developer_debug:
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type: DeveloperMessage
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content: An internal debug message
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chat: one
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created_at: 2025-03-20 12:00:02
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debug: true
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chat1_user:
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type: UserMessage
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content: Can you help me understand my spending habits?
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chat: one
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ai_model: gpt-4o
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created_at: 2025-03-20 12:00:01
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chat2_user:
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type: UserMessage
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content: Can you help me understand my spending habits?
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ai_model: gpt-4o
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chat: two
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created_at: 2025-03-20 12:00:01
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chat1_assistant_reasoning:
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type: AssistantMessage
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content: I'm thinking...
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ai_model: gpt-4o
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chat: one
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created_at: 2025-03-20 12:01:00
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reasoning: true
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chat1_assistant_response:
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type: AssistantMessage
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content: Hello! I can help you understand your spending habits.
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ai_model: gpt-4o
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chat: one
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created_at: 2025-03-20 12:02:00
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reasoning: false
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7
test/fixtures/tool_calls.yml
vendored
Normal file
7
test/fixtures/tool_calls.yml
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Normal file
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@ -0,0 +1,7 @@
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one:
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type: ToolCall::Function
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function_name: get_user_info
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provider_id: fc_12345xyz
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provider_call_id: call_12345xyz
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function_arguments: {}
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message: chat1_assistant_response
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17
test/fixtures/users.yml
vendored
17
test/fixtures/users.yml
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@ -3,34 +3,38 @@ empty:
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first_name: User
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last_name: One
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email: user1@email.com
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password_digest: <%= BCrypt::Password.create('password') %>
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password_digest: $2a$12$7p8hMsoc0zSaC8eY9oewzelHbmCPdpPi.mGiyG4vdZwrXmGpRPoNK
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onboarded_at: <%= 3.days.ago %>
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ai_enabled: true
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maybe_support_staff:
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family: empty
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first_name: Support
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last_name: Admin
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email: support@maybefinance.com
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password_digest: <%= BCrypt::Password.create('password') %>
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password_digest: $2a$12$7p8hMsoc0zSaC8eY9oewzelHbmCPdpPi.mGiyG4vdZwrXmGpRPoNK
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role: super_admin
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onboarded_at: <%= 3.days.ago %>
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ai_enabled: true
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family_admin:
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family: dylan_family
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first_name: Bob
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last_name: Dylan
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email: bob@bobdylan.com
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password_digest: <%= BCrypt::Password.create('password') %>
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password_digest: $2a$12$7p8hMsoc0zSaC8eY9oewzelHbmCPdpPi.mGiyG4vdZwrXmGpRPoNK
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role: admin
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onboarded_at: <%= 3.days.ago %>
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ai_enabled: true
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family_member:
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family: dylan_family
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first_name: Jakob
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last_name: Dylan
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email: jakobdylan@yahoo.com
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password_digest: <%= BCrypt::Password.create('password') %>
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password_digest: $2a$12$7p8hMsoc0zSaC8eY9oewzelHbmCPdpPi.mGiyG4vdZwrXmGpRPoNK
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onboarded_at: <%= 3.days.ago %>
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ai_enabled: true
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new_email:
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family: empty
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@ -38,5 +42,6 @@ new_email:
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last_name: User
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email: user@example.com
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unconfirmed_email: new@example.com
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password_digest: <%= BCrypt::Password.create('password123') %>
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onboarded_at: <%= Time.current %>
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password_digest: $2a$12$7p8hMsoc0zSaC8eY9oewzelHbmCPdpPi.mGiyG4vdZwrXmGpRPoNK
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onboarded_at: <%= Time.current %>
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ai_enabled: true
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@ -11,11 +11,11 @@ module ExchangeRateProviderInterfaceTest
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date: Date.parse("01.01.2024")
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)
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rate = response.data.rate
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rate = response.data
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assert_kind_of ExchangeRate, rate
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assert_equal "USD", rate.from_currency
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assert_equal "GBP", rate.to_currency
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assert_equal "USD", rate.from
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assert_equal "GBP", rate.to
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assert_in_delta 0.78, rate.rate, 0.01
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end
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end
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@ -25,7 +25,7 @@ module ExchangeRateProviderInterfaceTest
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from: "USD", to: "GBP", start_date: Date.parse("01.01.2024"), end_date: Date.parse("31.07.2024")
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)
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assert 213, response.data.rates.count # 213 days between 01.01.2024 and 31.07.2024
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assert_equal 213, response.data.count # 213 days between 01.01.2024 and 31.07.2024
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end
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end
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10
test/interfaces/llm_interface_test.rb
Normal file
10
test/interfaces/llm_interface_test.rb
Normal file
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@ -0,0 +1,10 @@
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require "test_helper"
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module LLMInterfaceTest
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extend ActiveSupport::Testing::Declarative
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private
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def vcr_key_prefix
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@subject.class.name.demodulize.underscore
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end
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end
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@ -8,8 +8,9 @@ module SecurityProviderInterfaceTest
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VCR.use_cassette("#{vcr_key_prefix}/security_price") do
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response = @subject.fetch_security_price(aapl, date: Date.iso8601("2024-08-01"))
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assert response.success?
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assert response.data.price.present?
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assert response.data.present?
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end
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end
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@ -24,19 +25,18 @@ module SecurityProviderInterfaceTest
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)
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assert response.success?
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assert 213, response.data.prices.count
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assert_equal 147, response.data.count # Synth won't return prices on weekends / holidays, so less than total day count of 213
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end
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end
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test "searches securities" do
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VCR.use_cassette("#{vcr_key_prefix}/security_search") do
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response = @subject.search_securities("AAPL", country_code: "US")
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securities = response.data.securities
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securities = response.data
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assert securities.any?
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security = securities.first
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assert_kind_of Security, security
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assert_equal "AAPL", security.ticker
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assert_equal "AAPL", security.symbol
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end
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end
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@ -47,10 +47,10 @@ module SecurityProviderInterfaceTest
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response = @subject.fetch_security_info(aapl)
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info = response.data
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assert_equal "AAPL", info.ticker
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assert_equal "AAPL", info.symbol
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assert_equal "Apple Inc.", info.name
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assert info.logo_url.present?
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assert_equal "common stock", info.kind
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assert info.logo_url.present?
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assert info.description.present?
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end
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end
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@ -1,7 +0,0 @@
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require "test_helper"
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class EnrichDataJobTest < ActiveJob::TestCase
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# test "the truth" do
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# assert true
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# end
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end
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@ -1,7 +0,0 @@
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require "test_helper"
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class RevertImportJobTest < ActiveJob::TestCase
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# test "the truth" do
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# assert true
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# end
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end
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@ -1,7 +0,0 @@
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require "test_helper"
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class UserPurgeJobTest < ActiveJob::TestCase
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# test "the truth" do
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# assert true
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# end
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end
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@ -24,13 +24,11 @@ class Account::ConvertibleTest < ActiveSupport::TestCase
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ExchangeRate.delete_all
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provider_response = provider_success_response(
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ExchangeRate::Provideable::FetchRatesData.new(
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rates: [
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ExchangeRate.new(from_currency: "EUR", to_currency: "USD", date: 2.days.ago.to_date, rate: 1.1),
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ExchangeRate.new(from_currency: "EUR", to_currency: "USD", date: 1.day.ago.to_date, rate: 1.2),
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ExchangeRate.new(from_currency: "EUR", to_currency: "USD", date: Date.current, rate: 1.3)
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]
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)
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[
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OpenStruct.new(from: "EUR", to: "USD", date: 2.days.ago.to_date, rate: 1.1),
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OpenStruct.new(from: "EUR", to: "USD", date: 1.day.ago.to_date, rate: 1.2),
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OpenStruct.new(from: "EUR", to: "USD", date: Date.current, rate: 1.3)
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]
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)
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@provider.expects(:fetch_exchange_rates)
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|
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@ -82,12 +82,6 @@ class Account::Holding::PortfolioCacheTest < ActiveSupport::TestCase
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def expect_provider_prices(prices, start_date:, end_date: Date.current)
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@provider.expects(:fetch_security_prices)
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.with(@security, start_date: start_date, end_date: end_date)
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.returns(
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provider_success_response(
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Security::Provideable::PricesData.new(
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prices: prices
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)
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)
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)
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.returns(provider_success_response(prices))
|
||||
end
|
||||
end
|
||||
|
|
|
|||
19
test/models/assistant_message_test.rb
Normal file
19
test/models/assistant_message_test.rb
Normal file
|
|
@ -0,0 +1,19 @@
|
|||
require "test_helper"
|
||||
|
||||
class AssistantMessageTest < ActiveSupport::TestCase
|
||||
setup do
|
||||
@chat = chats(:one)
|
||||
end
|
||||
|
||||
test "broadcasts append after creation" do
|
||||
message = AssistantMessage.create!(chat: @chat, content: "Hello from assistant", ai_model: "gpt-4o")
|
||||
message.update!(content: "updated")
|
||||
|
||||
streams = capture_turbo_stream_broadcasts(@chat)
|
||||
assert_equal 2, streams.size
|
||||
assert_equal "append", streams.first["action"]
|
||||
assert_equal "messages", streams.first["target"]
|
||||
assert_equal "update", streams.last["action"]
|
||||
assert_equal "assistant_message_#{message.id}", streams.last["target"]
|
||||
end
|
||||
end
|
||||
86
test/models/assistant_test.rb
Normal file
86
test/models/assistant_test.rb
Normal file
|
|
@ -0,0 +1,86 @@
|
|||
require "test_helper"
|
||||
require "ostruct"
|
||||
|
||||
class AssistantTest < ActiveSupport::TestCase
|
||||
include ProviderTestHelper
|
||||
|
||||
setup do
|
||||
@chat = chats(:two)
|
||||
@message = @chat.messages.create!(
|
||||
type: "UserMessage",
|
||||
content: "Help me with my finances",
|
||||
ai_model: "gpt-4o"
|
||||
)
|
||||
@assistant = Assistant.for_chat(@chat)
|
||||
@provider = mock
|
||||
@assistant.expects(:get_model_provider).with("gpt-4o").returns(@provider)
|
||||
end
|
||||
|
||||
test "responds to basic prompt" do
|
||||
text_chunk = OpenStruct.new(type: "output_text", data: "Hello from assistant")
|
||||
response_chunk = OpenStruct.new(
|
||||
type: "response",
|
||||
data: OpenStruct.new(
|
||||
id: "1",
|
||||
model: "gpt-4o",
|
||||
messages: [
|
||||
OpenStruct.new(
|
||||
id: "1",
|
||||
content: "Hello from assistant",
|
||||
)
|
||||
],
|
||||
functions: []
|
||||
)
|
||||
)
|
||||
|
||||
@provider.expects(:chat_response).with do |message, **options|
|
||||
options[:streamer].call(text_chunk)
|
||||
options[:streamer].call(response_chunk)
|
||||
true
|
||||
end
|
||||
|
||||
assert_difference "AssistantMessage.count", 1 do
|
||||
@assistant.respond_to(@message)
|
||||
end
|
||||
end
|
||||
|
||||
test "responds with tool function calls" do
|
||||
function_request_chunk = OpenStruct.new(type: "function_request", data: "get_net_worth")
|
||||
text_chunk = OpenStruct.new(type: "output_text", data: "Your net worth is $124,200")
|
||||
response_chunk = OpenStruct.new(
|
||||
type: "response",
|
||||
data: OpenStruct.new(
|
||||
id: "1",
|
||||
model: "gpt-4o",
|
||||
messages: [
|
||||
OpenStruct.new(
|
||||
id: "1",
|
||||
content: "Your net worth is $124,200",
|
||||
)
|
||||
],
|
||||
functions: [
|
||||
OpenStruct.new(
|
||||
id: "1",
|
||||
call_id: "1",
|
||||
name: "get_net_worth",
|
||||
arguments: "{}",
|
||||
result: "$124,200"
|
||||
)
|
||||
]
|
||||
)
|
||||
)
|
||||
|
||||
@provider.expects(:chat_response).with do |message, **options|
|
||||
options[:streamer].call(function_request_chunk)
|
||||
options[:streamer].call(text_chunk)
|
||||
options[:streamer].call(response_chunk)
|
||||
true
|
||||
end
|
||||
|
||||
assert_difference "AssistantMessage.count", 1 do
|
||||
@assistant.respond_to(@message)
|
||||
message = @chat.messages.ordered.where(type: "AssistantMessage").last
|
||||
assert_equal 1, message.tool_calls.size
|
||||
end
|
||||
end
|
||||
end
|
||||
31
test/models/chat_test.rb
Normal file
31
test/models/chat_test.rb
Normal file
|
|
@ -0,0 +1,31 @@
|
|||
require "test_helper"
|
||||
|
||||
class ChatTest < ActiveSupport::TestCase
|
||||
setup do
|
||||
@user = users(:family_admin)
|
||||
@assistant = mock
|
||||
end
|
||||
|
||||
test "user sees all messages in debug mode" do
|
||||
chat = chats(:one)
|
||||
with_env_overrides AI_DEBUG_MODE: "true" do
|
||||
assert_equal chat.messages.count, chat.conversation_messages.count
|
||||
end
|
||||
end
|
||||
|
||||
test "user sees assistant and user messages in normal mode" do
|
||||
chat = chats(:one)
|
||||
assert_equal 3, chat.conversation_messages.count
|
||||
end
|
||||
|
||||
test "creates with initial message" do
|
||||
prompt = "Test prompt"
|
||||
|
||||
assert_difference "@user.chats.count", 1 do
|
||||
chat = @user.chats.start!(prompt, model: "gpt-4o")
|
||||
|
||||
assert_equal 1, chat.messages.count
|
||||
assert_equal 1, chat.messages.where(type: "UserMessage").count
|
||||
end
|
||||
end
|
||||
end
|
||||
28
test/models/developer_message_test.rb
Normal file
28
test/models/developer_message_test.rb
Normal file
|
|
@ -0,0 +1,28 @@
|
|||
require "test_helper"
|
||||
|
||||
class DeveloperMessageTest < ActiveSupport::TestCase
|
||||
setup do
|
||||
@chat = chats(:one)
|
||||
end
|
||||
|
||||
test "does not broadcast" do
|
||||
message = DeveloperMessage.create!(chat: @chat, content: "Some instructions")
|
||||
message.update!(content: "updated")
|
||||
|
||||
assert_no_turbo_stream_broadcasts(@chat)
|
||||
end
|
||||
|
||||
test "broadcasts if debug mode is enabled" do
|
||||
with_env_overrides AI_DEBUG_MODE: "true" do
|
||||
message = DeveloperMessage.create!(chat: @chat, content: "Some instructions")
|
||||
message.update!(content: "updated")
|
||||
|
||||
streams = capture_turbo_stream_broadcasts(@chat)
|
||||
assert_equal 2, streams.size
|
||||
assert_equal "append", streams.first["action"]
|
||||
assert_equal "messages", streams.first["target"]
|
||||
assert_equal "update", streams.last["action"]
|
||||
assert_equal "developer_message_#{message.id}", streams.last["target"]
|
||||
end
|
||||
end
|
||||
end
|
||||
|
|
@ -26,13 +26,11 @@ class ExchangeRateTest < ActiveSupport::TestCase
|
|||
ExchangeRate.delete_all
|
||||
|
||||
provider_response = provider_success_response(
|
||||
ExchangeRate::Provideable::FetchRateData.new(
|
||||
rate: ExchangeRate.new(
|
||||
from_currency: "USD",
|
||||
to_currency: "EUR",
|
||||
date: Date.current,
|
||||
rate: 1.2
|
||||
)
|
||||
OpenStruct.new(
|
||||
from: "USD",
|
||||
to: "EUR",
|
||||
date: Date.current,
|
||||
rate: 1.2
|
||||
)
|
||||
)
|
||||
|
||||
|
|
@ -47,13 +45,11 @@ class ExchangeRateTest < ActiveSupport::TestCase
|
|||
ExchangeRate.delete_all
|
||||
|
||||
provider_response = provider_success_response(
|
||||
ExchangeRate::Provideable::FetchRateData.new(
|
||||
rate: ExchangeRate.new(
|
||||
from_currency: "USD",
|
||||
to_currency: "EUR",
|
||||
date: Date.current,
|
||||
rate: 1.2
|
||||
)
|
||||
OpenStruct.new(
|
||||
from: "USD",
|
||||
to: "EUR",
|
||||
date: Date.current,
|
||||
rate: 1.2
|
||||
)
|
||||
)
|
||||
|
||||
|
|
@ -65,7 +61,7 @@ class ExchangeRateTest < ActiveSupport::TestCase
|
|||
end
|
||||
|
||||
test "returns nil on provider error" do
|
||||
provider_response = provider_error_response(Provider::ProviderError.new("Test error"))
|
||||
provider_response = provider_error_response(StandardError.new("Test error"))
|
||||
|
||||
@provider.expects(:fetch_exchange_rate).returns(provider_response)
|
||||
|
||||
|
|
@ -77,15 +73,11 @@ class ExchangeRateTest < ActiveSupport::TestCase
|
|||
|
||||
ExchangeRate.create!(date: 1.day.ago.to_date, from_currency: "USD", to_currency: "EUR", rate: 0.9)
|
||||
|
||||
provider_response = provider_success_response(
|
||||
ExchangeRate::Provideable::FetchRatesData.new(
|
||||
rates: [
|
||||
ExchangeRate.new(from_currency: "USD", to_currency: "EUR", date: Date.current, rate: 1.3),
|
||||
ExchangeRate.new(from_currency: "USD", to_currency: "EUR", date: 1.day.ago.to_date, rate: 1.4),
|
||||
ExchangeRate.new(from_currency: "USD", to_currency: "EUR", date: 2.days.ago.to_date, rate: 1.5)
|
||||
]
|
||||
)
|
||||
)
|
||||
provider_response = provider_success_response([
|
||||
OpenStruct.new(from: "USD", to: "EUR", date: Date.current, rate: 1.3),
|
||||
OpenStruct.new(from: "USD", to: "EUR", date: 1.day.ago.to_date, rate: 1.4),
|
||||
OpenStruct.new(from: "USD", to: "EUR", date: 2.days.ago.to_date, rate: 1.5)
|
||||
])
|
||||
|
||||
@provider.expects(:fetch_exchange_rates)
|
||||
.with(from: "USD", to: "EUR", start_date: 2.days.ago.to_date, end_date: Date.current)
|
||||
|
|
|
|||
136
test/models/provider/openai_test.rb
Normal file
136
test/models/provider/openai_test.rb
Normal file
|
|
@ -0,0 +1,136 @@
|
|||
require "test_helper"
|
||||
|
||||
class Provider::OpenaiTest < ActiveSupport::TestCase
|
||||
include LLMInterfaceTest
|
||||
|
||||
setup do
|
||||
@subject = @openai = Provider::Openai.new(ENV.fetch("OPENAI_ACCESS_TOKEN", "test-openai-token"))
|
||||
@subject_model = "gpt-4o"
|
||||
@chat = chats(:two)
|
||||
end
|
||||
|
||||
test "openai errors are automatically raised" do
|
||||
VCR.use_cassette("openai/chat/error") do
|
||||
response = @openai.chat_response(UserMessage.new(
|
||||
chat: @chat,
|
||||
content: "Error test",
|
||||
ai_model: "invalid-model-that-will-trigger-api-error"
|
||||
))
|
||||
|
||||
assert_not response.success?
|
||||
assert_kind_of Provider::Openai::Error, response.error
|
||||
end
|
||||
end
|
||||
|
||||
test "basic chat response" do
|
||||
VCR.use_cassette("openai/chat/basic_response") do
|
||||
message = @chat.messages.create!(
|
||||
type: "UserMessage",
|
||||
content: "This is a chat test. If it's working, respond with a single word: Yes",
|
||||
ai_model: @subject_model
|
||||
)
|
||||
|
||||
response = @subject.chat_response(message)
|
||||
|
||||
assert response.success?
|
||||
assert_equal 1, response.data.messages.size
|
||||
assert_includes response.data.messages.first.content, "Yes"
|
||||
end
|
||||
end
|
||||
|
||||
test "streams basic chat response" do
|
||||
VCR.use_cassette("openai/chat/basic_response") do
|
||||
collected_chunks = []
|
||||
|
||||
mock_streamer = proc do |chunk|
|
||||
collected_chunks << chunk
|
||||
end
|
||||
|
||||
message = @chat.messages.create!(
|
||||
type: "UserMessage",
|
||||
content: "This is a chat test. If it's working, respond with a single word: Yes",
|
||||
ai_model: @subject_model
|
||||
)
|
||||
|
||||
@subject.chat_response(message, streamer: mock_streamer)
|
||||
|
||||
tool_call_chunks = collected_chunks.select { |chunk| chunk.type == "function_request" }
|
||||
text_chunks = collected_chunks.select { |chunk| chunk.type == "output_text" }
|
||||
response_chunks = collected_chunks.select { |chunk| chunk.type == "response" }
|
||||
|
||||
assert_equal 1, text_chunks.size
|
||||
assert_equal 1, response_chunks.size
|
||||
assert_equal 0, tool_call_chunks.size
|
||||
assert_equal "Yes", text_chunks.first.data
|
||||
assert_equal "Yes", response_chunks.first.data.messages.first.content
|
||||
end
|
||||
end
|
||||
|
||||
test "chat response with tool calls" do
|
||||
VCR.use_cassette("openai/chat/tool_calls") do
|
||||
response = @subject.chat_response(
|
||||
tool_call_message,
|
||||
instructions: "Use the tools available to you to answer the user's question.",
|
||||
available_functions: [ PredictableToolFunction.new(@chat) ]
|
||||
)
|
||||
|
||||
assert response.success?
|
||||
assert_equal 1, response.data.functions.size
|
||||
assert_equal 1, response.data.messages.size
|
||||
assert_includes response.data.messages.first.content, PredictableToolFunction.expected_test_result
|
||||
end
|
||||
end
|
||||
|
||||
test "streams chat response with tool calls" do
|
||||
VCR.use_cassette("openai/chat/tool_calls") do
|
||||
collected_chunks = []
|
||||
|
||||
mock_streamer = proc do |chunk|
|
||||
collected_chunks << chunk
|
||||
end
|
||||
|
||||
@subject.chat_response(
|
||||
tool_call_message,
|
||||
instructions: "Use the tools available to you to answer the user's question.",
|
||||
available_functions: [ PredictableToolFunction.new(@chat) ],
|
||||
streamer: mock_streamer
|
||||
)
|
||||
|
||||
text_chunks = collected_chunks.select { |chunk| chunk.type == "output_text" }
|
||||
text_chunks = collected_chunks.select { |chunk| chunk.type == "output_text" }
|
||||
tool_call_chunks = collected_chunks.select { |chunk| chunk.type == "function_request" }
|
||||
response_chunks = collected_chunks.select { |chunk| chunk.type == "response" }
|
||||
|
||||
assert_equal 1, tool_call_chunks.count
|
||||
assert text_chunks.count >= 1
|
||||
assert_equal 1, response_chunks.count
|
||||
|
||||
assert_includes response_chunks.first.data.messages.first.content, PredictableToolFunction.expected_test_result
|
||||
end
|
||||
end
|
||||
|
||||
private
|
||||
def tool_call_message
|
||||
UserMessage.new(chat: @chat, content: "What is my net worth?", ai_model: @subject_model)
|
||||
end
|
||||
|
||||
class PredictableToolFunction < Assistant::Function
|
||||
class << self
|
||||
def expected_test_result
|
||||
"$124,200"
|
||||
end
|
||||
|
||||
def name
|
||||
"get_net_worth"
|
||||
end
|
||||
|
||||
def description
|
||||
"Gets user net worth data"
|
||||
end
|
||||
end
|
||||
|
||||
def call(params = {})
|
||||
self.class.expected_test_result
|
||||
end
|
||||
end
|
||||
end
|
||||
|
|
@ -1,11 +1,11 @@
|
|||
require "test_helper"
|
||||
|
||||
class ProvidersTest < ActiveSupport::TestCase
|
||||
class Provider::RegistryTest < ActiveSupport::TestCase
|
||||
test "synth configured with ENV" do
|
||||
Setting.stubs(:synth_api_key).returns(nil)
|
||||
|
||||
with_env_overrides SYNTH_API_KEY: "123" do
|
||||
assert_instance_of Provider::Synth, Providers.synth
|
||||
assert_instance_of Provider::Synth, Provider::Registry.get_provider(:synth)
|
||||
end
|
||||
end
|
||||
|
||||
|
|
@ -13,7 +13,7 @@ class ProvidersTest < ActiveSupport::TestCase
|
|||
Setting.stubs(:synth_api_key).returns("123")
|
||||
|
||||
with_env_overrides SYNTH_API_KEY: nil do
|
||||
assert_instance_of Provider::Synth, Providers.synth
|
||||
assert_instance_of Provider::Synth, Provider::Registry.get_provider(:synth)
|
||||
end
|
||||
end
|
||||
|
||||
|
|
@ -21,7 +21,7 @@ class ProvidersTest < ActiveSupport::TestCase
|
|||
Setting.stubs(:synth_api_key).returns(nil)
|
||||
|
||||
with_env_overrides SYNTH_API_KEY: nil do
|
||||
assert_nil Providers.synth
|
||||
assert_nil Provider::Registry.get_provider(:synth)
|
||||
end
|
||||
end
|
||||
end
|
||||
|
|
@ -3,7 +3,7 @@ require "ostruct"
|
|||
|
||||
class TestProvider < Provider
|
||||
def fetch_data
|
||||
provider_response(retries: 3) do
|
||||
with_provider_response(retries: 3) do
|
||||
client.get("/test")
|
||||
end
|
||||
end
|
||||
|
|
@ -51,7 +51,7 @@ class ProviderTest < ActiveSupport::TestCase
|
|||
|
||||
client.expects(:get)
|
||||
.with("/test")
|
||||
.returns(Provider::ProviderResponse.new(success?: true, data: "success", error: nil))
|
||||
.returns(Provider::Response.new(success?: true, data: "success", error: nil))
|
||||
.in_sequence(sequence)
|
||||
|
||||
response = @provider.fetch_data
|
||||
|
|
|
|||
|
|
@ -40,11 +40,11 @@ class Security::PriceTest < ActiveSupport::TestCase
|
|||
security = securities(:aapl)
|
||||
Security::Price.delete_all # Clear any existing prices
|
||||
|
||||
provider_response = provider_error_response(Provider::ProviderError.new("Test error"))
|
||||
with_provider_response = provider_error_response(StandardError.new("Test error"))
|
||||
|
||||
@provider.expects(:fetch_security_price)
|
||||
.with(security, date: Date.current)
|
||||
.returns(provider_response)
|
||||
.returns(with_provider_response)
|
||||
|
||||
assert_not @security.find_or_fetch_price(date: Date.current)
|
||||
end
|
||||
|
|
@ -72,12 +72,12 @@ class Security::PriceTest < ActiveSupport::TestCase
|
|||
def expect_provider_price(security:, price:, date:)
|
||||
@provider.expects(:fetch_security_price)
|
||||
.with(security, date: date)
|
||||
.returns(provider_success_response(Security::Provideable::PriceData.new(price: price)))
|
||||
.returns(provider_success_response(price))
|
||||
end
|
||||
|
||||
def expect_provider_prices(security:, prices:, start_date:, end_date:)
|
||||
@provider.expects(:fetch_security_prices)
|
||||
.with(security, start_date: start_date, end_date: end_date)
|
||||
.returns(provider_success_response(Security::Provideable::PricesData.new(prices: prices)))
|
||||
.returns(provider_success_response(prices))
|
||||
end
|
||||
end
|
||||
|
|
|
|||
21
test/models/user_message_test.rb
Normal file
21
test/models/user_message_test.rb
Normal file
|
|
@ -0,0 +1,21 @@
|
|||
require "test_helper"
|
||||
|
||||
class UserMessageTest < ActiveSupport::TestCase
|
||||
setup do
|
||||
@chat = chats(:one)
|
||||
end
|
||||
|
||||
test "requests assistant response after creation" do
|
||||
@chat.expects(:ask_assistant_later).once
|
||||
|
||||
message = UserMessage.create!(chat: @chat, content: "Hello from user", ai_model: "gpt-4o")
|
||||
message.update!(content: "updated")
|
||||
|
||||
streams = capture_turbo_stream_broadcasts(@chat)
|
||||
assert_equal 2, streams.size
|
||||
assert_equal "append", streams.first["action"]
|
||||
assert_equal "messages", streams.first["target"]
|
||||
assert_equal "update", streams.last["action"]
|
||||
assert_equal "user_message_#{message.id}", streams.last["target"]
|
||||
end
|
||||
end
|
||||
|
|
@ -1,6 +1,6 @@
|
|||
module ProviderTestHelper
|
||||
def provider_success_response(data)
|
||||
Provider::ProviderResponse.new(
|
||||
Provider::Response.new(
|
||||
success?: true,
|
||||
data: data,
|
||||
error: nil
|
||||
|
|
@ -8,7 +8,7 @@ module ProviderTestHelper
|
|||
end
|
||||
|
||||
def provider_error_response(error)
|
||||
Provider::ProviderResponse.new(
|
||||
Provider::Response.new(
|
||||
success?: false,
|
||||
data: nil,
|
||||
error: error
|
||||
|
|
|
|||
66
test/system/chats_test.rb
Normal file
66
test/system/chats_test.rb
Normal file
|
|
@ -0,0 +1,66 @@
|
|||
require "application_system_test_case"
|
||||
|
||||
class ChatsTest < ApplicationSystemTestCase
|
||||
setup do
|
||||
@user = users(:family_admin)
|
||||
login_as(@user)
|
||||
end
|
||||
|
||||
test "sidebar shows consent if ai is disabled for user" do
|
||||
@user.update!(ai_enabled: false)
|
||||
|
||||
visit root_path
|
||||
|
||||
within "#chat-container" do
|
||||
assert_selector "h3", text: "Enable Personal Finance AI"
|
||||
end
|
||||
end
|
||||
|
||||
test "sidebar shows index when enabled and chats are empty" do
|
||||
@user.update!(ai_enabled: true)
|
||||
@user.chats.destroy_all
|
||||
|
||||
visit root_url
|
||||
|
||||
within "#chat-container" do
|
||||
assert_selector "h1", text: "Chats"
|
||||
end
|
||||
end
|
||||
|
||||
test "sidebar shows last viewed chat" do
|
||||
@user.update!(ai_enabled: true)
|
||||
|
||||
click_on @user.chats.first.title
|
||||
|
||||
# Page refresh
|
||||
visit root_url
|
||||
|
||||
# After page refresh, we're still on the last chat we were viewing
|
||||
within "#chat-container" do
|
||||
assert_selector "h1", text: @user.chats.first.title
|
||||
end
|
||||
end
|
||||
|
||||
test "create chat and navigate chats sidebar" do
|
||||
@user.chats.destroy_all
|
||||
|
||||
visit root_url
|
||||
|
||||
Chat.any_instance.expects(:ask_assistant_later).once
|
||||
|
||||
within "#chat-form" do
|
||||
fill_in "chat[content]", with: "Can you help with my finances?"
|
||||
find("button[type='submit']").click
|
||||
end
|
||||
|
||||
assert_text "Can you help with my finances?"
|
||||
|
||||
find("#chat-nav-back").click
|
||||
|
||||
assert_selector "h1", text: "Chats"
|
||||
|
||||
click_on @user.chats.reload.first.title
|
||||
|
||||
assert_text "Can you help with my finances?"
|
||||
end
|
||||
end
|
||||
|
|
@ -33,7 +33,7 @@ class SettingsTest < ApplicationSystemTestCase
|
|||
|
||||
test "can update self hosting settings" do
|
||||
Rails.application.config.app_mode.stubs(:self_hosted?).returns(true)
|
||||
Providers.stubs(:synth).returns(nil)
|
||||
Provider::Registry.stubs(:get_provider).with(:synth).returns(nil)
|
||||
open_settings_from_sidebar
|
||||
assert_selector "li", text: "Self hosting"
|
||||
click_link "Self hosting"
|
||||
|
|
|
|||
|
|
@ -24,6 +24,8 @@ VCR.configure do |config|
|
|||
config.ignore_localhost = true
|
||||
config.default_cassette_options = { erb: true }
|
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config.filter_sensitive_data("<SYNTH_API_KEY>") { ENV["SYNTH_API_KEY"] }
|
||||
config.filter_sensitive_data("<OPENAI_ACCESS_TOKEN>") { ENV["OPENAI_ACCESS_TOKEN"] }
|
||||
config.filter_sensitive_data("<OPENAI_ORGANIZATION_ID>") { ENV["OPENAI_ORGANIZATION_ID"] }
|
||||
end
|
||||
|
||||
module ActiveSupport
|
||||
|
|
|
|||
92
test/vcr_cassettes/openai/chat/basic_response.yml
Normal file
92
test/vcr_cassettes/openai/chat/basic_response.yml
Normal file
|
|
@ -0,0 +1,92 @@
|
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---
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...
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72
test/vcr_cassettes/openai/chat/error.yml
Normal file
72
test/vcr_cassettes/openai/chat/error.yml
Normal file
|
|
@ -0,0 +1,72 @@
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---
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test/vcr_cassettes/openai/chat/tool_calls.yml
Normal file
201
test/vcr_cassettes/openai/chat/tool_calls.yml
Normal file
|
|
@ -0,0 +1,201 @@
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---
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