Zach Gollwitzer
dd605a577e
Bump ruby to 3.4.4
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2025-05-20 09:09:10 -04:00
dependabot[bot]
a262a749fe
Bump ruby-lsp-rails from 0.4.2 to 0.4.3 ( #2262 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.4.2 to 0.4.3.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.2...v0.4.3 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-version: 0.4.3
dependency-type: direct:development
update-type: version-update:semver-patch
...
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2025-05-19 13:39:48 -04:00
dependabot[bot]
7e7ae31216
Bump sidekiq-cron from 2.2.0 to 2.3.0 ( #2261 )
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Bumps [sidekiq-cron](https://github.com/ondrejbartas/sidekiq-cron ) from 2.2.0 to 2.3.0.
- [Release notes](https://github.com/ondrejbartas/sidekiq-cron/releases )
- [Changelog](https://github.com/sidekiq-cron/sidekiq-cron/blob/master/CHANGELOG.md )
- [Commits](https://github.com/ondrejbartas/sidekiq-cron/compare/v2.2.0...v2.3.0 )
---
updated-dependencies:
- dependency-name: sidekiq-cron
dependency-version: 2.3.0
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-05-19 13:39:41 -04:00
dependabot[bot]
efdd03cfe7
Bump vernier from 1.7.0 to 1.7.1 ( #2260 )
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Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.7.0 to 1.7.1.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.7.0...v1.7.1 )
---
updated-dependencies:
- dependency-name: vernier
dependency-version: 1.7.1
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-05-19 13:34:11 -04:00
dependabot[bot]
e569ad0a8c
Bump sentry-sidekiq from 5.23.0 to 5.24.0 ( #2265 )
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Bumps [sentry-sidekiq](https://github.com/getsentry/sentry-ruby ) from 5.23.0 to 5.24.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases )
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.23.0...5.24.0 )
---
updated-dependencies:
- dependency-name: sentry-sidekiq
dependency-version: 5.24.0
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-05-19 13:32:06 -04:00
dependabot[bot]
6f68d66eda
Bump bootsnap from 1.18.4 to 1.18.6 ( #2266 )
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Bumps [bootsnap](https://github.com/Shopify/bootsnap ) from 1.18.4 to 1.18.6.
- [Changelog](https://github.com/Shopify/bootsnap/blob/main/CHANGELOG.md )
- [Commits](https://github.com/Shopify/bootsnap/compare/v1.18.4...v1.18.6 )
---
updated-dependencies:
- dependency-name: bootsnap
dependency-version: 1.18.6
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-05-19 13:31:56 -04:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing ( #2236 )
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* PlaidConnectable concern
* Remove bad abstraction
* Put sync implementations in own concerns
* Sync strategies
* Move sync orchestration to Sync class
* Clean up sync class, add state machine
* Basic market data sync cron
* Fix price sync
* Improve sync window column names, add timestamps
* 30 day syncs by default
* Clean up market data methods
* Report high duplicate sync counts to Sentry
* Add sync states throughout app
* account tab session
* Persistent account tab selections
* Remove manual sleep
* Add migration to clear stale syncs on self hosted apps
* Tweak sync states
* Sync completion event broadcasts
* Fix timezones in tests
* Cleanup
* More cleanup
* Plaid item UI broadcasts for sync
* Fix account ID namespace conflict
* Sync broadcasters
* Smoother account sync refreshes
* Remove test sync delay
2025-05-15 10:19:56 -04:00
dependabot[bot]
dcc43cb253
Bump ruby-lsp-rails from 0.4.1 to 0.4.2 ( #2206 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.4.1 to 0.4.2.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.1...v0.4.2 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-version: 0.4.2
dependency-type: direct:development
update-type: version-update:semver-patch
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2025-05-05 12:40:15 -04:00
dependabot[bot]
98644f1b87
Bump plaid from 37.0.0 to 38.0.0 ( #2207 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 37.0.0 to 38.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v37.0.0...v38.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-version: 38.0.0
dependency-type: direct:production
update-type: version-update:semver-major
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2025-05-05 12:39:58 -04:00
dependabot[bot]
fc9961d420
Bump selenium-webdriver from 4.31.0 to 4.32.0 ( #2208 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.31.0 to 4.32.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.31.0...selenium-4.32.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.32.0
dependency-type: direct:development
update-type: version-update:semver-minor
...
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2025-05-05 12:39:50 -04:00
Zach Gollwitzer
a51c4d2cba
New onboarding, trials, Stripe integration ( #2185 )
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* New onboarding, trials, Stripe integration
* Fix tests
* Lint fixes
* Fix subscription endpoints
2025-05-01 16:47:14 -04:00
Zach Gollwitzer
90a9546f32
Pre-launch design sync with Figma spec ( #2154 )
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* Add lookbook + viewcomponent, organize design system file
* Build menu component
* Button updates
* More button fixes
* Replace all menus with new ViewComponent
* Checkpoint: fix tests, all buttons and menus converted
* Split into Link and Button components for clarity
* Button cleanup
* Simplify custom confirmation configuration in views
* Finalize button, link component API
* Add toggle field to custom form builder + Component
* Basic tabs component
* Custom tabs, convert all menu / tab instances in app
* Gem updates
* Centralized icon helper
* Update all icon usage to central helper
* Lint fixes
* Centralize all disclosure instances
* Dialog replacements
* Consolidation of all dialog styles
* Test fixes
* Fix app layout issues, move to component with slots
* Layout simplification
* Flakey test fix
* Fix dashboard mobile issues
* Finalize homepage
* Lint fixes
* Fix shadows and borders in dark mode
* Fix tests
* Remove stale class
* Fix filled icon logic
* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
dependabot[bot]
e70295394a
Bump plaid from 36.1.0 to 37.0.0 ( #2163 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 36.1.0 to 37.0.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.1.0...v37.0.0 )
---
updated-dependencies:
- dependency-name: plaid
dependency-version: 37.0.0
dependency-type: direct:production
update-type: version-update:semver-major
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2025-04-28 15:07:05 -04:00
dependabot[bot]
8019a0b33c
Bump faraday from 2.13.0 to 2.13.1 ( #2166 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.13.0 to 2.13.1.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.13.0...v2.13.1 )
---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.1
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-04-28 15:06:54 -04:00
dependabot[bot]
9be0553b18
Bump octokit from 9.2.0 to 10.0.0 ( #2164 )
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Bumps [octokit](https://github.com/octokit/octokit.rb ) from 9.2.0 to 10.0.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases )
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md )
- [Commits](https://github.com/octokit/octokit.rb/compare/v9.2.0...v10.0.0 )
---
updated-dependencies:
- dependency-name: octokit
dependency-version: 10.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
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2025-04-28 14:59:52 -04:00
dependabot[bot]
218040584d
Bump rqrcode from 2.2.0 to 3.0.0 ( #2162 )
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Bumps [rqrcode](https://github.com/whomwah/rqrcode ) from 2.2.0 to 3.0.0.
- [Release notes](https://github.com/whomwah/rqrcode/releases )
- [Changelog](https://github.com/whomwah/rqrcode/blob/main/CHANGELOG.md )
- [Commits](https://github.com/whomwah/rqrcode/compare/v2.2.0...v3.0.0 )
---
updated-dependencies:
- dependency-name: rqrcode
dependency-version: 3.0.0
dependency-type: direct:production
update-type: version-update:semver-major
...
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2025-04-28 14:59:21 -04:00
dependabot[bot]
90d491906e
Bump ruby-lsp-rails from 0.4.0 to 0.4.1 ( #2165 )
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Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails ) from 0.4.0 to 0.4.1.
- [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases )
- [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.4.0...v0.4.1 )
---
updated-dependencies:
- dependency-name: ruby-lsp-rails
dependency-version: 0.4.1
dependency-type: direct:development
update-type: version-update:semver-patch
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2025-04-28 14:57:50 -04:00
dependabot[bot]
3370ae260d
Bump sidekiq from 8.0.2 to 8.0.3 ( #2167 )
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Bumps [sidekiq](https://github.com/sidekiq/sidekiq ) from 8.0.2 to 8.0.3.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md )
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.2...v8.0.3 )
---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.3
dependency-type: direct:production
update-type: version-update:semver-patch
...
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2025-04-28 14:57:42 -04:00
Josh Pigford
a7dfafc907
Add Skylight gem for performance monitoring
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2025-04-21 08:10:04 -05:00
neo773
65e1bc6edd
Feature: Implement Mobile Responsiveness ( #2092 )
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* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* format
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* WIP
* fix conflict
* fix conflict
* chore: run rubocop
* fix test
* update PWA logo
* fix tests
* chore: lint
* fix test
* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
dependabot[bot]
5cb2183bdf
Bump stripe from 14.0.0 to 15.0.0 ( #2105 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 14.0.0 to 15.0.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases )
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/stripe/stripe-ruby/compare/v14.0.0...v15.0.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-version: 15.0.0
dependency-type: direct:production
update-type: version-update:semver-major
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2025-04-14 09:05:41 -04:00
dependabot[bot]
6f70a54d6f
Bump faraday from 2.12.2 to 2.13.0 ( #2106 )
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Bumps [faraday](https://github.com/lostisland/faraday ) from 2.12.2 to 2.13.0.
- [Release notes](https://github.com/lostisland/faraday/releases )
- [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday/compare/v2.12.2...v2.13.0 )
---
updated-dependencies:
- dependency-name: faraday
dependency-version: 2.13.0
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-04-14 09:05:33 -04:00
dependabot[bot]
e517127062
Bump csv from 3.3.3 to 3.3.4 ( #2107 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.3 to 3.3.4.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.3...v3.3.4 )
---
updated-dependencies:
- dependency-name: csv
dependency-version: 3.3.4
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-04-14 08:52:30 -04:00
dependabot[bot]
0da057b792
Bump sidekiq from 8.0.1 to 8.0.2 ( #2059 )
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Bumps [sidekiq](https://github.com/sidekiq/sidekiq ) from 8.0.1 to 8.0.2.
- [Changelog](https://github.com/sidekiq/sidekiq/blob/main/Changes.md )
- [Commits](https://github.com/sidekiq/sidekiq/compare/v8.0.1...v8.0.2 )
---
updated-dependencies:
- dependency-name: sidekiq
dependency-version: 8.0.2
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-04-08 11:48:14 -04:00
dependabot[bot]
0e1c902b63
Bump selenium-webdriver from 4.30.1 to 4.31.0 ( #2060 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.30.1 to 4.31.0.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits/selenium-4.31.0 )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-version: 4.31.0
dependency-type: direct:development
update-type: version-update:semver-minor
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2025-04-08 11:47:53 -04:00
dependabot[bot]
bb0f0239fb
Bump faraday-retry from 2.3.0 to 2.3.1 ( #2061 )
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Bumps [faraday-retry](https://github.com/lostisland/faraday-retry ) from 2.3.0 to 2.3.1.
- [Release notes](https://github.com/lostisland/faraday-retry/releases )
- [Changelog](https://github.com/lostisland/faraday-retry/blob/main/CHANGELOG.md )
- [Commits](https://github.com/lostisland/faraday-retry/compare/v2.3.0...v2.3.1 )
---
updated-dependencies:
- dependency-name: faraday-retry
dependency-version: 2.3.1
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-04-08 11:47:46 -04:00
dependabot[bot]
e6c1c5f368
Bump vernier from 1.6.0 to 1.7.0 ( #2062 )
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Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.6.0 to 1.7.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.6.0...v1.7.0 )
---
updated-dependencies:
- dependency-name: vernier
dependency-version: 1.7.0
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-04-08 11:47:36 -04:00
dependabot[bot]
02bbeeaec5
Bump stripe from 13.5.0 to 14.0.0 ( #2063 )
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Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.5.0 to 14.0.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases )
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.5.0...v14.0.0 )
---
updated-dependencies:
- dependency-name: stripe
dependency-version: 14.0.0
dependency-type: direct:production
update-type: version-update:semver-major
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2025-04-08 11:25:49 -04:00
dependabot[bot]
1649e991b4
Bump brakeman from 7.0.1 to 7.0.2 ( #2064 )
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Bumps [brakeman](https://github.com/presidentbeef/brakeman ) from 7.0.1 to 7.0.2.
- [Release notes](https://github.com/presidentbeef/brakeman/releases )
- [Changelog](https://github.com/presidentbeef/brakeman/blob/main/CHANGES.md )
- [Commits](https://github.com/presidentbeef/brakeman/compare/v7.0.1...v7.0.2 )
---
updated-dependencies:
- dependency-name: brakeman
dependency-version: 7.0.2
dependency-type: direct:development
update-type: version-update:semver-patch
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2025-04-08 11:00:11 -04:00
Zach Gollwitzer
4c72231312
Update brakeman
2025-04-04 12:15:10 -04:00
dependabot[bot]
5f2a031d4c
Bump ruby-openai from 8.0.0 to 8.1.0 ( #2036 )
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Bumps [ruby-openai](https://github.com/alexrudall/ruby-openai ) from 8.0.0 to 8.1.0.
- [Release notes](https://github.com/alexrudall/ruby-openai/releases )
- [Changelog](https://github.com/alexrudall/ruby-openai/blob/main/CHANGELOG.md )
- [Commits](https://github.com/alexrudall/ruby-openai/compare/v8.0.0...v8.1.0 )
---
updated-dependencies:
- dependency-name: ruby-openai
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-04-01 09:11:56 -04:00
Zach Gollwitzer
939244bd3e
Use faraday retry, move retry logic to concrete provider level ( #2042 )
2025-04-01 08:41:49 -04:00
Zach Gollwitzer
2f6b11c18f
Personal finance AI (v1) ( #2022 )
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* 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>
2025-03-28 13:08:22 -04:00
dependabot[bot]
9f062de6b4
Bump selenium-webdriver from 4.29.1 to 4.30.1 ( #2020 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.29.1 to 4.30.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits )
---
updated-dependencies:
- dependency-name: selenium-webdriver
dependency-type: direct:development
update-type: version-update:semver-minor
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2025-03-24 10:06:18 -04:00
dependabot[bot]
3dfdd0aea5
Bump vernier from 1.5.0 to 1.6.0 ( #2019 )
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Bumps [vernier](https://github.com/jhawthorn/vernier ) from 1.5.0 to 1.6.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases )
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.5.0...v1.6.0 )
---
updated-dependencies:
- dependency-name: vernier
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-03-24 10:06:05 -04:00
dependabot[bot]
86431e79a3
Bump csv from 3.3.2 to 3.3.3 ( #2021 )
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Bumps [csv](https://github.com/ruby/csv ) from 3.3.2 to 3.3.3.
- [Release notes](https://github.com/ruby/csv/releases )
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md )
- [Commits](https://github.com/ruby/csv/compare/v3.3.2...v3.3.3 )
---
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- dependency-name: csv
dependency-type: direct:production
update-type: version-update:semver-patch
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2025-03-24 10:03:22 -04:00
Joseph Ho
b41897b5e5
import: Bulk import transaction data. ( #1962 )
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Fixes: #1846 .
2025-03-24 09:59:27 -04:00
Zach Gollwitzer
19cc63c8f4
Use Redis for ActiveJob and ActionCable ( #2004 )
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* Use Redis for ActiveJob and ActionCable
* Fix alwaysApply setting
* Update queue names and weights
* Tweak weights
* Update job queues
* Update docker setup guide
* Remove deprecated upgrade columns from users table
* Refactor Redis configuration for Sidekiq and caching in production environment
* Add Sidekiq Sentry monitoring
* queue naming fix
* Clean up schema
2025-03-19 12:36:16 -04:00
Zach Gollwitzer
78baf2b327
Update deps
2025-03-17 13:04:59 -04:00
dependabot[bot]
56203b04d3
Bump sentry-rails from 5.22.4 to 5.23.0 ( #1996 )
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Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby ) from 5.22.4 to 5.23.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases )
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.4...5.23.0 )
---
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- dependency-name: sentry-rails
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-03-17 11:55:07 -04:00
dependabot[bot]
c66401dc0f
Bump stripe from 13.4.1 to 13.5.0 ( #1970 )
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Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
Bumps [stripe](https://github.com/stripe/stripe-ruby ) from 13.4.1 to 13.5.0.
- [Release notes](https://github.com/stripe/stripe-ruby/releases )
- [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/stripe/stripe-ruby/compare/v13.4.1...v13.5.0 )
---
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- dependency-name: stripe
dependency-type: direct:production
update-type: version-update:semver-minor
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2025-03-10 09:34:15 -04:00
dependabot[bot]
9dcb9e8ed2
Bump webmock from 3.25.0 to 3.25.1 ( #1968 )
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Bumps [webmock](https://github.com/bblimke/webmock ) from 3.25.0 to 3.25.1.
- [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md )
- [Commits](https://github.com/bblimke/webmock/compare/v3.25.0...v3.25.1 )
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- dependency-name: webmock
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update-type: version-update:semver-patch
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2025-03-10 09:16:01 -04:00
dependabot[bot]
045fa1931c
Bump good_job from 4.9.0 to 4.9.3 ( #1969 )
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Bumps [good_job](https://github.com/bensheldon/good_job ) from 4.9.0 to 4.9.3.
- [Release notes](https://github.com/bensheldon/good_job/releases )
- [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md )
- [Commits](https://github.com/bensheldon/good_job/compare/v4.9.0...v4.9.3 )
---
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- dependency-name: good_job
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update-type: version-update:semver-patch
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2025-03-10 09:15:51 -04:00
dependabot[bot]
3f8351abfe
Bump rubocop-rails-omakase from 1.0.0 to 1.1.0 ( #1971 )
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Bumps [rubocop-rails-omakase](https://github.com/rails/rubocop-rails-omakase ) from 1.0.0 to 1.1.0.
- [Release notes](https://github.com/rails/rubocop-rails-omakase/releases )
- [Commits](https://github.com/rails/rubocop-rails-omakase/compare/v1.0.0...v1.1.0 )
---
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- dependency-name: rubocop-rails-omakase
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2025-03-10 09:13:38 -04:00
dependabot[bot]
dc44da6c00
Bump redcarpet from 3.6.0 to 3.6.1 ( #1972 )
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Bumps [redcarpet](https://github.com/vmg/redcarpet ) from 3.6.0 to 3.6.1.
- [Release notes](https://github.com/vmg/redcarpet/releases )
- [Changelog](https://github.com/vmg/redcarpet/blob/master/CHANGELOG.md )
- [Commits](https://github.com/vmg/redcarpet/compare/v3.6.0...v3.6.1 )
---
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- dependency-name: redcarpet
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update-type: version-update:semver-patch
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2025-03-10 09:13:25 -04:00
dependabot[bot]
2e4180fbf0
Bump turbo-rails from 2.0.11 to 2.0.13 ( #1973 )
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Bumps [turbo-rails](https://github.com/hotwired/turbo-rails ) from 2.0.11 to 2.0.13.
- [Release notes](https://github.com/hotwired/turbo-rails/releases )
- [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.11...v2.0.13 )
---
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2025-03-10 09:13:15 -04:00
dependabot[bot]
4b19ca50eb
Bump i18n-tasks from 1.0.14 to 1.0.15 ( #1974 )
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Bumps [i18n-tasks](https://github.com/glebm/i18n-tasks ) from 1.0.14 to 1.0.15.
- [Release notes](https://github.com/glebm/i18n-tasks/releases )
- [Changelog](https://github.com/glebm/i18n-tasks/blob/main/CHANGES.md )
- [Commits](https://github.com/glebm/i18n-tasks/compare/v1.0.14...v1.0.15 )
---
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2025-03-10 09:13:05 -04:00
Josh Pigford
0e76d753bd
Replace StackProf with Vernier for performance profiling
2025-02-25 08:37:51 -06:00
dependabot[bot]
ac9703031f
Bump plaid from 36.0.0 to 36.1.0 ( #1891 )
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Bumps [plaid](https://github.com/plaid/plaid-ruby ) from 36.0.0 to 36.1.0.
- [Release notes](https://github.com/plaid/plaid-ruby/releases )
- [Changelog](https://github.com/plaid/plaid-ruby/blob/master/CHANGELOG.md )
- [Commits](https://github.com/plaid/plaid-ruby/compare/v36.0.0...v36.1.0 )
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2025-02-24 10:01:41 -05:00
dependabot[bot]
457e7062bf
Bump selenium-webdriver from 4.28.0 to 4.29.1 ( #1892 )
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Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium ) from 4.28.0 to 4.29.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases )
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES )
- [Commits](https://github.com/SeleniumHQ/selenium/commits )
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2025-02-24 10:01:05 -05:00