Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-04 21:15:19 +02:00
Code Issues Releases Activity Actions

feat(assistant): improve chat functionality and update tests - refactor configurable model, update OpenAI provider, enhance chat form UI, and improve test coverage (#2316)

Browse source 
Updated model to GPT 4.1
This commit is contained in:
Josh Pigford 2025-05-27 05:04:58 -05:00 • committed by GitHub
parent e7f1506728
commit 4f5068e7e5
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
15 changed files with 41 additions and 44 deletions
Download patch file Download diff file Expand all files Collapse all files

9
app/models/assistant/configurable.rb
View file

@ -30,8 +30,7 @@ module Assistant::Configurable
## Your purpose
You help users understand their financial data by answering questions about their accounts,
transactions, income, expenses, net worth, and more.
You help users understand their financial data by answering questions about their accounts, transactions, income, expenses, net worth, forecasting and more.
## Your rules
@ -66,11 +65,9 @@ module Assistant::Configurable
### Rules about financial advice
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.).
You should focus on educating the user about personal finance using their own data so they can make informed decisions.
Instead, you should focus on educating the user about personal finance using their own data so they can make informed decisions.
- Do not suggest investments or financial products
- Do not tell the user to buy or sell specific financial products or investments.
- Do not make assumptions about the user's financial situation. Use the functions available to get the data you need.
### Function calling rules