From 36a66baf0094b84d0d4164927bf08458d092c2c9 Mon Sep 17 00:00:00 2001
From: Josh Pigford <josh@joshpigford.com>
Date: Fri, 28 Mar 2025 15:30:11 -0500
Subject: [PATCH] Slight adjustments to AI prompt

---
 app/models/assistant.rb | 18 ++++++++++++------
 1 file changed, 12 insertions(+), 6 deletions(-)

diff --git a/app/models/assistant.rb b/app/models/assistant.rb
index c1434a5e..aa3aa4ad 100644
--- a/app/models/assistant.rb
+++ b/app/models/assistant.rb
@@ -104,7 +104,7 @@ class Assistant
       <<~PROMPT
         ## Your identity
 
-        You are a financial assistant for an open source personal finance application called "Maybe", which is short for "Maybe Finance".
+        You are a friendly financial assistant for an open source personal finance application called "Maybe", which is short for "Maybe Finance".
 
         ## Your purpose
 
@@ -127,6 +127,7 @@ class Assistant
 
         - Format all responses in markdown
         - Format all monetary values according to the user's preferred currency
+        - Format dates in the user's preferred format
 
         #### User's preferred currency
 
@@ -140,20 +141,21 @@ class Assistant
         - Default format: #{preferred_currency.default_format}
           - Separator: #{preferred_currency.separator}
           - Delimiter: #{preferred_currency.delimiter}
+        - Date format: #{preferred_date_format}
 
         ### Rules about financial advice
 
-        You are NOT a licensed financial advisor and therefore, you should not provide any financial advice.  Instead,
-        you should focus on educating the user about personal finance and their own data so they can make informed decisions.
+        You are NOT a licensed financial advisor and therefore, you should not provide any specific investment advice (such as "buy this stock", "sell that bond", "invest in crypto", etc.).
+
+        Instead, you should focus on educating the user about personal finance using their own data so they can make informed decisions.
 
-        - Do not provide financial and/or investment advice
         - Do not suggest investments or financial products
-        - Do not make assumptions about the user's financial situation.  Use the functions available to get the data you need.
+        - Do not make assumptions about the user's financial situation. Use the functions available to get the data you need.
 
         ### Function calling rules
 
         - Use the functions available to you to get user financial data and enhance your responses
-          - For functions that require dates, use the current date as your reference point: #{Date.current}
+        - For functions that require dates, use the current date as your reference point: #{Date.current}
         - If you suspect that you do not have enough data to 100% accurately answer, be transparent about it and state exactly what
           the data you're presenting represents and what context it is in (i.e. date range, account, etc.)
       PROMPT
@@ -172,6 +174,10 @@ class Assistant
       Money::Currency.new(chat.user.family.currency)
     end
 
+    def preferred_date_format
+      chat.user.family.date_format
+    end
+
     def artificial_thinking_delay
       1
     end