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Maybe/app/models/period.rb
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

166 lines
4 KiB
Ruby

class Period
include ActiveModel::Validations, Comparable
class InvalidKeyError < StandardError; end
attr_reader :key, :start_date, :end_date
validates :start_date, :end_date, presence: true, if: -> { PERIODS[key].nil? }
validates :key, presence: true, if: -> { start_date.nil? || end_date.nil? }
validate :must_be_valid_date_range
PERIODS = {
"last_day" => {
date_range: [ 1.day.ago.to_date, Date.current ],
label_short: "1D",
label: "Last Day",
comparison_label: "vs. yesterday"
},
"current_week" => {
date_range: [ Date.current.beginning_of_week, Date.current ],
label_short: "WTD",
label: "Current Week",
comparison_label: "vs. start of week"
},
"last_7_days" => {
date_range: [ 7.days.ago.to_date, Date.current ],
label_short: "7D",
label: "Last 7 Days",
comparison_label: "vs. last week"
},
"current_month" => {
date_range: [ Date.current.beginning_of_month, Date.current ],
label_short: "MTD",
label: "Current Month",
comparison_label: "vs. start of month"
},
"last_30_days" => {
date_range: [ 30.days.ago.to_date, Date.current ],
label_short: "30D",
label: "Last 30 Days",
comparison_label: "vs. last month"
},
"last_90_days" => {
date_range: [ 90.days.ago.to_date, Date.current ],
label_short: "90D",
label: "Last 90 Days",
comparison_label: "vs. last quarter"
},
"current_year" => {
date_range: [ Date.current.beginning_of_year, Date.current ],
label_short: "YTD",
label: "Current Year",
comparison_label: "vs. start of year"
},
"last_365_days" => {
date_range: [ 365.days.ago.to_date, Date.current ],
label_short: "365D",
label: "Last 365 Days",
comparison_label: "vs. 1 year ago"
},
"last_5_years" => {
date_range: [ 5.years.ago.to_date, Date.current ],
label_short: "5Y",
label: "Last 5 Years",
comparison_label: "vs. 5 years ago"
}
}
class << self
def from_key(key)
unless PERIODS.key?(key)
raise InvalidKeyError, "Invalid period key: #{key}"
end
start_date, end_date = PERIODS[key].fetch(:date_range)
new(key: key, start_date: start_date, end_date: end_date)
end
def custom(start_date:, end_date:)
new(start_date: start_date, end_date: end_date)
end
def all
PERIODS.map { |key, period| from_key(key) }
end
end
PERIODS.each do |key, period|
define_singleton_method(key) do
from_key(key)
end
end
def initialize(start_date: nil, end_date: nil, key: nil, date_format: "%b %d, %Y")
@key = key
@start_date = start_date
@end_date = end_date
@date_format = date_format
validate!
end
def <=>(other)
[ start_date, end_date ] <=> [ other.start_date, other.end_date ]
end
def date_range
start_date..end_date
end
def days
(end_date - start_date).to_i + 1
end
def within?(other)
start_date >= other.start_date && end_date <= other.end_date
end
def interval
if days > 366
"1 week"
else
"1 day"
end
end
def label
if key_metadata
key_metadata.fetch(:label)
else
"Custom Period"
end
end
def label_short
if key_metadata
key_metadata.fetch(:label_short)
else
"Custom"
end
end
def comparison_label
if key_metadata
key_metadata.fetch(:comparison_label)
else
"#{start_date.strftime(@date_format)} to #{end_date.strftime(@date_format)}"
end
end
private
def key_metadata
@key_metadata ||= PERIODS[key]
end
def must_be_valid_date_range
return if start_date.nil? || end_date.nil?
unless start_date.is_a?(Date) && end_date.is_a?(Date)
errors.add(:start_date, "must be a valid date, got #{start_date.inspect}")
errors.add(:end_date, "must be a valid date, got #{end_date.inspect}")
return
end
errors.add(:start_date, "must be before end date") if start_date > end_date
end
end