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Maybe/Gemfile
Zach Gollwitzer 2f6b11c18f
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>
2025-03-28 13:08:22 -04:00

92 lines
1.6 KiB
Ruby

source "https://rubygems.org"
ruby file: ".ruby-version"
# Rails
gem "rails", "~> 7.2.2"
# Drivers
gem "pg", "~> 1.5"
gem "redis", "~> 5.4"
# Deployment
gem "puma", ">= 5.0"
gem "bootsnap", require: false
# Assets
gem "importmap-rails"
gem "propshaft"
gem "tailwindcss-rails"
gem "lucide-rails", github: "maybe-finance/lucide-rails"
# Hotwire
gem "stimulus-rails"
gem "turbo-rails"
gem "hotwire_combobox"
# Background Jobs
gem "sidekiq"
# Error logging
gem "vernier"
gem "rack-mini-profiler"
gem "sentry-ruby"
gem "sentry-rails"
gem "sentry-sidekiq"
gem "logtail-rails"
# Active Storage
gem "aws-sdk-s3", "~> 1.177.0", require: false
gem "image_processing", ">= 1.2"
# Other
gem "bcrypt", "~> 3.1"
gem "jwt"
gem "faraday"
gem "faraday-retry"
gem "faraday-multipart"
gem "inline_svg"
gem "octokit"
gem "pagy"
gem "rails-settings-cached"
gem "tzinfo-data", platforms: %i[windows jruby]
gem "csv"
gem "redcarpet"
gem "stripe"
gem "intercom-rails"
gem "plaid"
gem "rotp", "~> 6.3"
gem "rqrcode", "~> 2.2"
gem "activerecord-import"
# AI
gem "ruby-openai"
group :development, :test do
gem "debug", platforms: %i[mri windows]
gem "brakeman", require: false
gem "rubocop-rails-omakase", require: false
gem "i18n-tasks"
gem "erb_lint"
gem "dotenv-rails"
end
group :development do
gem "hotwire-livereload"
gem "letter_opener"
gem "ruby-lsp-rails"
gem "web-console"
gem "faker"
gem "benchmark-ips"
end
group :test do
gem "capybara"
gem "selenium-webdriver"
gem "mocha"
gem "vcr"
gem "webmock"
gem "climate_control"
gem "simplecov", require: false
end