mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-08-01 19:45:19 +02:00
2f6b11c18f
* 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>
201 lines
14 KiB
YAML
201 lines
14 KiB
YAML
---
|
|
http_interactions:
|
|
- request:
|
|
method: post
|
|
uri: https://api.openai.com/v1/responses
|
|
body:
|
|
encoding: UTF-8
|
|
string: '{"model":"gpt-4o","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
|
|
user net worth data","parameters":{"type":"object","properties":{},"required":[],"additionalProperties":false},"strict":true}],"previous_response_id":null,"stream":true}'
|
|
headers:
|
|
Content-Type:
|
|
- application/json
|
|
Authorization:
|
|
- Bearer <OPENAI_ACCESS_TOKEN>
|
|
Accept-Encoding:
|
|
- gzip;q=1.0,deflate;q=0.6,identity;q=0.3
|
|
Accept:
|
|
- "*/*"
|
|
User-Agent:
|
|
- Ruby
|
|
response:
|
|
status:
|
|
code: 200
|
|
message: OK
|
|
headers:
|
|
Date:
|
|
- Wed, 26 Mar 2025 21:22:09 GMT
|
|
Content-Type:
|
|
- text/event-stream; charset=utf-8
|
|
Transfer-Encoding:
|
|
- chunked
|
|
Connection:
|
|
- keep-alive
|
|
Openai-Version:
|
|
- '2020-10-01'
|
|
Openai-Organization:
|
|
- "<OPENAI_ORGANIZATION_ID>"
|
|
X-Request-Id:
|
|
- req_4f04cffbab6051b3ac301038e3796092
|
|
Openai-Processing-Ms:
|
|
- '114'
|
|
Strict-Transport-Security:
|
|
- max-age=31536000; includeSubDomains; preload
|
|
Cf-Cache-Status:
|
|
- DYNAMIC
|
|
Set-Cookie:
|
|
- __cf_bm=F5haUlL1HA1srjwZugBxG6XWbGg.NyQBnJTTirKs5KI-1743024129-1.0.1.1-D842I3sPgDgH_KXyroq6uVivEnbWvm9WJF.L8a11GgUcULXjhweLHs0mXe6MWruf.FJe.lZj.KmX0tCqqdpKIt5JvlbHXt5D_9svedktlZY;
|
|
path=/; expires=Wed, 26-Mar-25 21:52:09 GMT; domain=.api.openai.com; HttpOnly;
|
|
Secure; SameSite=None
|
|
- _cfuvid=MmuRzsy8ebDMe6ibCEwtGp2RzcntpAmdvDlhIZtlY1s-1743024129721-0.0.1.1-604800000;
|
|
path=/; domain=.api.openai.com; HttpOnly; Secure; SameSite=None
|
|
X-Content-Type-Options:
|
|
- nosniff
|
|
Server:
|
|
- cloudflare
|
|
Cf-Ray:
|
|
- 9269b3a97f370002-ORD
|
|
Alt-Svc:
|
|
- h3=":443"; ma=86400
|
|
body:
|
|
encoding: UTF-8
|
|
string: |+
|
|
event: response.created
|
|
data: {"type":"response.created","response":{"id":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","object":"response","created_at":1743024129,"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 user net worth data","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.in_progress
|
|
data: {"type":"response.in_progress","response":{"id":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","object":"response","created_at":1743024129,"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 user net worth data","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_67e4700222008192b3a26ce30fe7ad02069d9116026394b6","call_id":"call_FtvrJsTMg7he0mTeThIqktyL","name":"get_net_worth","arguments":"","status":"in_progress"}}
|
|
|
|
event: response.function_call_arguments.delta
|
|
data: {"type":"response.function_call_arguments.delta","item_id":"fc_67e4700222008192b3a26ce30fe7ad02069d9116026394b6","output_index":0,"delta":"{}"}
|
|
|
|
event: response.function_call_arguments.done
|
|
data: {"type":"response.function_call_arguments.done","item_id":"fc_67e4700222008192b3a26ce30fe7ad02069d9116026394b6","output_index":0,"arguments":"{}"}
|
|
|
|
event: response.output_item.done
|
|
data: {"type":"response.output_item.done","output_index":0,"item":{"type":"function_call","id":"fc_67e4700222008192b3a26ce30fe7ad02069d9116026394b6","call_id":"call_FtvrJsTMg7he0mTeThIqktyL","name":"get_net_worth","arguments":"{}","status":"completed"}}
|
|
|
|
event: response.completed
|
|
data: {"type":"response.completed","response":{"id":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","object":"response","created_at":1743024129,"status":"completed","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":[{"type":"function_call","id":"fc_67e4700222008192b3a26ce30fe7ad02069d9116026394b6","call_id":"call_FtvrJsTMg7he0mTeThIqktyL","name":"get_net_worth","arguments":"{}","status":"completed"}],"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 user net worth data","name":"get_net_worth","parameters":{"type":"object","properties":{},"required":[],"additionalProperties":false},"strict":true}],"top_p":1.0,"truncation":"disabled","usage":{"input_tokens":271,"input_tokens_details":{"cached_tokens":0},"output_tokens":13,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":284},"user":null,"metadata":{}}}
|
|
|
|
recorded_at: Wed, 26 Mar 2025 21:22:10 GMT
|
|
- request:
|
|
method: post
|
|
uri: https://api.openai.com/v1/responses
|
|
body:
|
|
encoding: UTF-8
|
|
string: '{"model":"gpt-4o","input":[{"role":"user","content":"What is my net
|
|
worth?"},{"type":"function_call_output","call_id":"call_FtvrJsTMg7he0mTeThIqktyL","output":"\"$124,200\""}],"instructions":"Use
|
|
the tools available to you to answer the user''s question.","tools":[],"previous_response_id":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","stream":true}'
|
|
headers:
|
|
Content-Type:
|
|
- application/json
|
|
Authorization:
|
|
- Bearer <OPENAI_ACCESS_TOKEN>
|
|
Accept-Encoding:
|
|
- gzip;q=1.0,deflate;q=0.6,identity;q=0.3
|
|
Accept:
|
|
- "*/*"
|
|
User-Agent:
|
|
- Ruby
|
|
response:
|
|
status:
|
|
code: 200
|
|
message: OK
|
|
headers:
|
|
Date:
|
|
- Wed, 26 Mar 2025 21:22:10 GMT
|
|
Content-Type:
|
|
- text/event-stream; charset=utf-8
|
|
Transfer-Encoding:
|
|
- chunked
|
|
Connection:
|
|
- keep-alive
|
|
Openai-Version:
|
|
- '2020-10-01'
|
|
Openai-Organization:
|
|
- "<OPENAI_ORGANIZATION_ID>"
|
|
X-Request-Id:
|
|
- req_792bf572fac53f7e139b29d462933d8f
|
|
Openai-Processing-Ms:
|
|
- '148'
|
|
Strict-Transport-Security:
|
|
- max-age=31536000; includeSubDomains; preload
|
|
Cf-Cache-Status:
|
|
- DYNAMIC
|
|
Set-Cookie:
|
|
- __cf_bm=HHguTnSUQFt9KezJAQCrQF_OHn8ZH1C4xDjXRgexdzM-1743024130-1.0.1.1-ZhqxuASVfISfGQbvvKSNy_OQiUfkeIPN2DZhors0K4cl_BzE_P5u9kbc1HkgwyW1A_6GNAenh8Fr9AkoJ0zSakdg5Dr9AU.lu5nr7adQ_60;
|
|
path=/; expires=Wed, 26-Mar-25 21:52:10 GMT; domain=.api.openai.com; HttpOnly;
|
|
Secure; SameSite=None
|
|
- _cfuvid=hX9Y33ruiC9mhYzrOoxyOh23Gy.MfQa54h9l5CllWlI-1743024130948-0.0.1.1-604800000;
|
|
path=/; domain=.api.openai.com; HttpOnly; Secure; SameSite=None
|
|
X-Content-Type-Options:
|
|
- nosniff
|
|
Server:
|
|
- cloudflare
|
|
Cf-Ray:
|
|
- 9269b3b0da83cf67-CMH
|
|
Alt-Svc:
|
|
- h3=":443"; ma=86400
|
|
body:
|
|
encoding: UTF-8
|
|
string: |+
|
|
event: response.created
|
|
data: {"type":"response.created","response":{"id":"resp_67e47002c5b48192a8202d45c6a929f8069d9116026394b6","object":"response","created_at":1743024130,"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":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","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_67e47002c5b48192a8202d45c6a929f8069d9116026394b6","object":"response","created_at":1743024130,"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":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","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_67e47003483c819290ae392b826c4910069d9116026394b6","status":"in_progress","role":"assistant","content":[]}}
|
|
|
|
event: response.content_part.added
|
|
data: {"type":"response.content_part.added","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"part":{"type":"output_text","text":"","annotations":[]}}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":"Your"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":" net"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":" worth"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":" is"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":" $"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":"124"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":","}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":"200"}
|
|
|
|
event: response.output_text.delta
|
|
data: {"type":"response.output_text.delta","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"delta":"."}
|
|
|
|
event: response.output_text.done
|
|
data: {"type":"response.output_text.done","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"text":"Your net worth is $124,200."}
|
|
|
|
event: response.content_part.done
|
|
data: {"type":"response.content_part.done","item_id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","output_index":0,"content_index":0,"part":{"type":"output_text","text":"Your net worth is $124,200.","annotations":[]}}
|
|
|
|
event: response.output_item.done
|
|
data: {"type":"response.output_item.done","output_index":0,"item":{"type":"message","id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","status":"completed","role":"assistant","content":[{"type":"output_text","text":"Your net worth is $124,200.","annotations":[]}]}}
|
|
|
|
event: response.completed
|
|
data: {"type":"response.completed","response":{"id":"resp_67e47002c5b48192a8202d45c6a929f8069d9116026394b6","object":"response","created_at":1743024130,"status":"completed","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":[{"type":"message","id":"msg_67e47003483c819290ae392b826c4910069d9116026394b6","status":"completed","role":"assistant","content":[{"type":"output_text","text":"Your net worth is $124,200.","annotations":[]}]}],"parallel_tool_calls":true,"previous_response_id":"resp_67e4700196288192b27a4effc08dc47f069d9116026394b6","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":85,"input_tokens_details":{"cached_tokens":0},"output_tokens":10,"output_tokens_details":{"reasoning_tokens":0},"total_tokens":95},"user":null,"metadata":{}}}
|
|
|
|
recorded_at: Wed, 26 Mar 2025 21:22:11 GMT
|
|
recorded_with: VCR 6.3.1
|
|
...
|