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

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Updated model to GPT 4.1
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Josh Pigford 2025-05-27 05:04:58 -05:00 • committed by GitHub
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15 changed files with 41 additions and 44 deletions
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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

2
app/models/provider/openai.rb
View file

@ -4,7 +4,7 @@ class Provider::Openai < Provider
# Subclass so errors caught in this provider are raised as Provider::Openai::Error
Error = Class.new(Provider::Error)
MODELS = %w[gpt-4o]
MODELS = %w[gpt-4.1]
def initialize(access_token)
@client = ::OpenAI::Client.new(access_token: access_token)

2
app/views/messages/_chat_form.html.erb
View file

@ -8,7 +8,7 @@
data: { chat_target: "form" } do |f| %>
<%# In the future, this will be a dropdown with different AI models %>
<%= f.hidden_field :ai_model, value: "gpt-4o" %>
<%= f.hidden_field :ai_model, value: "gpt-4.1" %>
<%= f.text_area :content, placeholder: "Ask anything ...", value: message_hint,
class: "w-full border-0 focus:ring-0 text-sm resize-none px-1 bg-transparent",

2
test/controllers/chats_controller_test.rb
View file

@ -14,7 +14,7 @@ class ChatsControllerTest < ActionDispatch::IntegrationTest
test "creates chat" do
assert_difference("Chat.count") do
post chats_url, params: { chat: { content: "Hello", ai_model: "gpt-4o" } }
post chats_url, params: { chat: { content: "Hello", ai_model: "gpt-4.1" } }
end
assert_redirected_to chat_path(Chat.order(created_at: :desc).first, thinking: true)

4
test/controllers/messages_controller_test.rb
View file

@ -7,7 +7,7 @@ class MessagesControllerTest < ActionDispatch::IntegrationTest
end
test "can create a message" do
post chat_messages_url(@chat), params: { message: { content: "Hello", ai_model: "gpt-4o" } }
post chat_messages_url(@chat), params: { message: { content: "Hello", ai_model: "gpt-4.1" } }
assert_redirected_to chat_path(@chat, thinking: true)
end
@ -15,7 +15,7 @@ class MessagesControllerTest < ActionDispatch::IntegrationTest
test "cannot create a message if AI is disabled" do
@user.update!(ai_enabled: false)
post chat_messages_url(@chat), params: { message: { content: "Hello", ai_model: "gpt-4o" } }
post chat_messages_url(@chat), params: { message: { content: "Hello", ai_model: "gpt-4.1" } }
assert_response :forbidden
end

8
test/fixtures/messages.yml vendored
View file

@ -16,20 +16,20 @@ chat1_user:
type: UserMessage
content: Can you help me understand my spending habits?
chat: one
ai_model: gpt-4o
ai_model: gpt-4.1
created_at: 2025-03-20 12:00:01
chat2_user:
type: UserMessage
content: Can you help me understand my spending habits?
ai_model: gpt-4o
ai_model: gpt-4.1
chat: two
created_at: 2025-03-20 12:00:01
chat1_assistant_reasoning:
type: AssistantMessage
content: I'm thinking...
ai_model: gpt-4o
ai_model: gpt-4.1
chat: one
created_at: 2025-03-20 12:01:00
reasoning: true
@ -37,7 +37,7 @@ chat1_assistant_reasoning:
chat1_assistant_response:
type: AssistantMessage
content: Hello! I can help you understand your spending habits.
ai_model: gpt-4o
ai_model: gpt-4.1
chat: one
created_at: 2025-03-20 12:02:00
reasoning: false

2
test/models/assistant_message_test.rb
View file

@ -6,7 +6,7 @@ class AssistantMessageTest < ActiveSupport::TestCase
end
test "broadcasts append after creation" do
message = AssistantMessage.create!(chat: @chat, content: "Hello from assistant", ai_model: "gpt-4o")
message = AssistantMessage.create!(chat: @chat, content: "Hello from assistant", ai_model: "gpt-4.1")
message.update!(content: "updated")
streams = capture_turbo_stream_broadcasts(@chat)

14
test/models/assistant_test.rb
View file

@ -8,14 +8,14 @@ class AssistantTest < ActiveSupport::TestCase
@message = @chat.messages.create!(
type: "UserMessage",
content: "What is my net worth?",
ai_model: "gpt-4o"
ai_model: "gpt-4.1"
)
@assistant = Assistant.for_chat(@chat)
@provider = mock
end
test "errors get added to chat" do
@assistant.expects(:get_model_provider).with("gpt-4o").returns(@provider)
@assistant.expects(:get_model_provider).with("gpt-4.1").returns(@provider)
error = StandardError.new("test error")
@provider.expects(:chat_response).returns(provider_error_response(error))
@ -28,7 +28,7 @@ class AssistantTest < ActiveSupport::TestCase
end
test "responds to basic prompt" do
@assistant.expects(:get_model_provider).with("gpt-4o").returns(@provider)
@assistant.expects(:get_model_provider).with("gpt-4.1").returns(@provider)
text_chunks = [
provider_text_chunk("I do not "),
@ -38,7 +38,7 @@ class AssistantTest < ActiveSupport::TestCase
response_chunk = provider_response_chunk(
id: "1",
model: "gpt-4o",
model: "gpt-4.1",
messages: [ provider_message(id: "1", text: text_chunks.join) ],
function_requests: []
)
@ -63,7 +63,7 @@ class AssistantTest < ActiveSupport::TestCase
end
test "responds with tool function calls" do
@assistant.expects(:get_model_provider).with("gpt-4o").returns(@provider).once
@assistant.expects(:get_model_provider).with("gpt-4.1").returns(@provider).once
# Only first provider call executes function
Assistant::Function::GetAccounts.any_instance.stubs(:call).returns("test value").once
@ -71,7 +71,7 @@ class AssistantTest < ActiveSupport::TestCase
# Call #1: Function requests
call1_response_chunk = provider_response_chunk(
id: "1",
model: "gpt-4o",
model: "gpt-4.1",
messages: [],
function_requests: [
provider_function_request(id: "1", call_id: "1", function_name: "get_accounts", function_args: "{}")
@ -88,7 +88,7 @@ class AssistantTest < ActiveSupport::TestCase
call2_response_chunk = provider_response_chunk(
id: "2",
model: "gpt-4o",
model: "gpt-4.1",
messages: [ provider_message(id: "1", text: call2_text_chunks.join) ],
function_requests: []
)

2
test/models/chat_test.rb
View file

@ -22,7 +22,7 @@ class ChatTest < ActiveSupport::TestCase
prompt = "Test prompt"
assert_difference "@user.chats.count", 1 do
chat = @user.chats.start!(prompt, model: "gpt-4o")
chat = @user.chats.start!(prompt, model: "gpt-4.1")
assert_equal 1, chat.messages.count
assert_equal 1, chat.messages.where(type: "UserMessage").count

2
test/models/provider/openai_test.rb
View file

@ -5,7 +5,7 @@ class Provider::OpenaiTest < ActiveSupport::TestCase
setup do
@subject = @openai = Provider::Openai.new(ENV.fetch("OPENAI_ACCESS_TOKEN", "test-openai-token"))
@subject_model = "gpt-4o"
@subject_model = "gpt-4.1"
end
test "openai errors are automatically raised" do

2
test/models/user_message_test.rb
View file

@ -8,7 +8,7 @@ class UserMessageTest < ActiveSupport::TestCase
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 = UserMessage.create!(chat: @chat, content: "Hello from user", ai_model: "gpt-4.1")
message.update!(content: "updated")
streams = capture_turbo_stream_broadcasts(@chat)

4
test/vcr_cassettes/openai/chat/basic_response.yml
View file

@ -5,7 +5,7 @@ http_interactions:
uri: https://api.openai.com/v1/responses
body:
encoding: UTF-8
string: '{"model":"gpt-4o","input":[{"role":"user","content":"This is a chat
string: '{"model":"gpt-4.1","input":[{"role":"user","content":"This is a chat
test. If it''s working, respond with a single word: Yes"}],"instructions":null,"tools":[],"previous_response_id":null,"stream":null}'
headers:
Content-Type:
@ -69,7 +69,7 @@ http_interactions:
"incomplete_details": null,
"instructions": null,
"max_output_tokens": null,
"model": "gpt-4o-2024-08-06",
"model": "gpt-4.1-2024-08-06",
"output": [
{
"type": "message",

8
test/vcr_cassettes/openai/chat/basic_streaming_response.yml
View file

@ -5,7 +5,7 @@ http_interactions:
uri: https://api.openai.com/v1/responses
body:
encoding: UTF-8
string: '{"model":"gpt-4o","input":[{"role":"user","content":"This is a chat
string: '{"model":"gpt-4.1","input":[{"role":"user","content":"This is a chat
test. If it''s working, respond with a single word: Yes"}],"instructions":null,"tools":[],"previous_response_id":null,"stream":true}'
headers:
Content-Type:
@ -61,10 +61,10 @@ http_interactions:
encoding: UTF-8
string: |+
event: response.created
data: {"type":"response.created","response":{"id":"resp_67eafd5f2b90819288af54361ff81a100e51d01dbd4ed330","object":"response","created_at":1743453535,"status":"in_progress","error":null,"incomplete_details":null,"instructions":null,"max_output_tokens":null,"model":"gpt-4o-2024-08-06","output":[],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[],"top_p":1.0,"truncation":"disabled","usage":null,"user":null,"metadata":{}}}
data: {"type":"response.created","response":{"id":"resp_67eafd5f2b90819288af54361ff81a100e51d01dbd4ed330","object":"response","created_at":1743453535,"status":"in_progress","error":null,"incomplete_details":null,"instructions":null,"max_output_tokens":null,"model":"gpt-4.1-2024-08-06","output":[],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[],"top_p":1.0,"truncation":"disabled","usage":null,"user":null,"metadata":{}}}
event: response.in_progress
data: {"type":"response.in_progress","response":{"id":"resp_67eafd5f2b90819288af54361ff81a100e51d01dbd4ed330","object":"response","created_at":1743453535,"status":"in_progress","error":null,"incomplete_details":null,"instructions":null,"max_output_tokens":null,"model":"gpt-4o-2024-08-06","output":[],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[],"top_p":1.0,"truncation":"disabled","usage":null,"user":null,"metadata":{}}}
data: {"type":"response.in_progress","response":{"id":"resp_67eafd5f2b90819288af54361ff81a100e51d01dbd4ed330","object":"response","created_at":1743453535,"status":"in_progress","error":null,"incomplete_details":null,"instructions":null,"max_output_tokens":null,"model":"gpt-4.1-2024-08-06","output":[],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[],"top_p":1.0,"truncation":"disabled","usage":null,"user":null,"metadata":{}}}
event: response.output_item.added
data: {"type":"response.output_item.added","output_index":0,"item":{"type":"message","id":"msg_67eafd5f7c048192a24ce545ebfd908a0e51d01dbd4ed330","status":"in_progress","role":"assistant","content":[]}}
@ -85,7 +85,7 @@ http_interactions:
data: {"type":"response.output_item.done","output_index":0,"item":{"type":"message","id":"msg_67eafd5f7c048192a24ce545ebfd908a0e51d01dbd4ed330","status":"completed","role":"assistant","content":[{"type":"output_text","text":"Yes","annotations":[]}]}}
event: response.completed
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data: {"type":"response.completed","response":{"id":"resp_67eafd5f2b90819288af54361ff81a100e51d01dbd4ed330","object":"response","created_at":1743453535,"status":"completed","error":null,"incomplete_details":null,"instructions":null,"max_output_tokens":null,"model":"gpt-4.1-2024-08-06","output":[{"type":"message","id":"msg_67eafd5f7c048192a24ce545ebfd908a0e51d01dbd4ed330","status":"completed","role":"assistant","content":[{"type":"output_text","text":"Yes","annotations":[]}]}],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[],"top_p":1.0,"truncation":"disabled","usage":{"input_tokens":25,"input_tokens_details":{"cached_tokens":0},"output_tokens":2,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":27},"user":null,"metadata":{}}}
recorded_at: Mon, 31 Mar 2025 20:38:55 GMT
recorded_with: VCR 6.3.1

8
test/vcr_cassettes/openai/chat/function_calls.yml
View file

@ -5,7 +5,7 @@ http_interactions:
uri: https://api.openai.com/v1/responses
body:
encoding: UTF-8
string: '{"model":"gpt-4o","input":[{"role":"user","content":"What is my net
string: '{"model":"gpt-4.1","input":[{"role":"user","content":"What is my net
worth?"}],"instructions":"Use the tools available to you to answer the user''s
question.","tools":[{"type":"function","name":"get_net_worth","description":"Gets
a user''s net worth","parameters":{"type":"object","properties":{},"required":[],"additionalProperties":false},"strict":true}],"previous_response_id":null,"stream":null}'
@ -71,7 +71,7 @@ http_interactions:
"incomplete_details": null,
"instructions": "Use the tools available to you to answer the user's question.",
"max_output_tokens": null,
"model": "gpt-4o-2024-08-06",
"model": "gpt-4.1-2024-08-06",
"output": [
{
"type": "function_call",
@ -132,7 +132,7 @@ http_interactions:
uri: https://api.openai.com/v1/responses
body:
encoding: UTF-8
string: '{"model":"gpt-4o","input":[{"role":"user","content":"What is my net
string: '{"model":"gpt-4.1","input":[{"role":"user","content":"What is my net
worth?"},{"type":"function_call_output","call_id":"call_KrFORr53UBxdwZ9SQ6fkpU0F","output":"\"{\\\"amount\\\":10000,\\\"currency\\\":\\\"USD\\\"}\""}],"instructions":null,"tools":[],"previous_response_id":"resp_67eafd5f2d1881928f10551839e8219102a5ebf5f2a599ef","stream":null}'
headers:
Content-Type:
@ -196,7 +196,7 @@ http_interactions:
"incomplete_details": null,
"instructions": null,
"max_output_tokens": null,
"model": "gpt-4o-2024-08-06",
"model": "gpt-4.1-2024-08-06",
"output": [
{
"type": "message",

16
test/vcr_cassettes/openai/chat/streaming_function_calls.yml
View file

@ -5,7 +5,7 @@ http_interactions:
uri: https://api.openai.com/v1/responses
body:
encoding: UTF-8
string: '{"model":"gpt-4o","input":[{"role":"user","content":"What is my net
string: '{"model":"gpt-4.1","input":[{"role":"user","content":"What is my net
worth?"}],"instructions":"Use the tools available to you to answer the user''s
question.","tools":[{"type":"function","name":"get_net_worth","description":"Gets
a user''s net worth","parameters":{"type":"object","properties":{},"required":[],"additionalProperties":false},"strict":true}],"previous_response_id":null,"stream":true}'
@ -63,10 +63,10 @@ http_interactions:
encoding: UTF-8
string: |+
event: response.created
data: {"type":"response.created","response":{"id":"resp_67eafd5f2ef0819290ec6bbbc5f27c8e0aa8698ee903b906","object":"response","created_at":1743453535,"status":"in_progress","error":null,"incomplete_details":null,"instructions":"Use the tools available to you to answer the user's question.","max_output_tokens":null,"model":"gpt-4o-2024-08-06","output":[],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[{"type":"function","description":"Gets a user's net worth","name":"get_net_worth","parameters":{"type":"object","properties":{},"required":[],"additionalProperties":false},"strict":true}],"top_p":1.0,"truncation":"disabled","usage":null,"user":null,"metadata":{}}}
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data: {"type":"response.in_progress","response":{"id":"resp_67eafd5f2ef0819290ec6bbbc5f27c8e0aa8698ee903b906","object":"response","created_at":1743453535,"status":"in_progress","error":null,"incomplete_details":null,"instructions":"Use the tools available to you to answer the user's question.","max_output_tokens":null,"model":"gpt-4.1-2024-08-06","output":[],"parallel_tool_calls":true,"previous_response_id":null,"reasoning":{"effort":null,"generate_summary":null},"store":true,"temperature":1.0,"text":{"format":{"type":"text"}},"tool_choice":"auto","tools":[{"type":"function","description":"Gets a user's net worth","name":"get_net_worth","parameters":{"type":"object","properties":{},"required":[],"additionalProperties":false},"strict":true}],"top_p":1.0,"truncation":"disabled","usage":null,"user":null,"metadata":{}}}
event: response.output_item.added
data: {"type":"response.output_item.added","output_index":0,"item":{"type":"function_call","id":"fc_67eafd5fa714819287b2bff8c76935690aa8698ee903b906","call_id":"call_7EY6rF7mkfNyMIz3HQmrYIOq","name":"get_net_worth","arguments":"","status":"in_progress"}}
@ -81,7 +81,7 @@ http_interactions:
data: {"type":"response.output_item.done","output_index":0,"item":{"type":"function_call","id":"fc_67eafd5fa714819287b2bff8c76935690aa8698ee903b906","call_id":"call_7EY6rF7mkfNyMIz3HQmrYIOq","name":"get_net_worth","arguments":"{}","status":"completed"}}
event: response.completed
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recorded_at: Mon, 31 Mar 2025 20:38:55 GMT
- request:
@ -89,7 +89,7 @@ http_interactions:
uri: https://api.openai.com/v1/responses
body:
encoding: UTF-8
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