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Maybe/app/controllers
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
..
account Fix: Purge stale holdings from accounts during sync (#1954) 2025-03-05 12:21:17 -05:00
category New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
concerns Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
import Account-level import configuration templates (#1946) 2025-03-04 13:10:01 -05:00
settings Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
tag New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
accountable_sparklines_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
accounts_controller.rb Populate holdings for "offline" securities properly (#1958) 2025-03-07 17:35:55 -05:00
application_controller.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
budget_categories_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
budgets_controller.rb Add breadcrumbs support across application (#1897) 2025-02-25 10:14:07 -06:00
categories_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
chats_controller.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
credit_cards_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
cryptos_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
currencies_controller.rb More composable forms (#989) 2024-07-16 14:08:24 -04:00
depositories_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
email_confirmations_controller.rb Allow users to update their email address (#1745) 2025-01-31 11:29:49 -06:00
impersonation_sessions_controller.rb Impersonation (#1325) 2024-10-18 11:26:58 -05:00
imports_controller.rb Account-level import configuration templates (#1946) 2025-03-04 13:10:01 -05:00
investments_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
invitations_controller.rb Add/remove members and invitations (#1744) 2025-01-30 13:13:37 -06:00
invite_codes_controller.rb fix: Only admins can generate invite codes (#1611) 2025-01-23 20:47:51 -05:00
loans_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
merchants_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
messages_controller.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
mfa_controller.rb Logger cleanup 2025-03-05 13:44:56 -06:00
onboardings_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
other_assets_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
other_liabilities_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
pages_controller.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
password_resets_controller.rb Improve password reset flow, normalize translations 2024-11-05 17:15:29 -05:00
passwords_controller.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
plaid_items_controller.rb Fix: Purge stale holdings from accounts during sync (#1954) 2025-03-05 12:21:17 -05:00
properties_controller.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
registrations_controller.rb Nested Categories (#1561) 2024-12-20 11:37:26 -05:00
securities_controller.rb Data provider simplification, tests, and documentation (#1997) 2025-03-17 11:54:53 -04:00
sessions_controller.rb Logger cleanup 2025-03-05 13:44:56 -06:00
subscriptions_controller.rb fix: Don't show Billings on settings navbar when self-hosted (#1912) 2025-02-28 09:35:00 -05:00
tags_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
transactions_controller.rb Add breadcrumbs support across application (#1897) 2025-02-25 10:14:07 -06:00
transfers_controller.rb New Design System + Codebase Refresh (#1823) 2025-02-21 11:57:59 -05:00
users_controller.rb Personal finance AI (v1) (#2022) 2025-03-28 13:08:22 -04:00
vehicles_controller.rb Account Activity View + Account Forms (#1406) 2024-11-04 20:27:31 -05:00
webhooks_controller.rb fix: Plaid webhook verification (#1824) 2025-02-07 10:35:42 -05:00