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Maybe/app/models/user.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

200 lines
5.1 KiB
Ruby

class User < ApplicationRecord
has_secure_password
belongs_to :family
belongs_to :last_viewed_chat, class_name: "Chat", optional: true
has_many :sessions, dependent: :destroy
has_many :chats, dependent: :destroy
has_many :impersonator_support_sessions, class_name: "ImpersonationSession", foreign_key: :impersonator_id, dependent: :destroy
has_many :impersonated_support_sessions, class_name: "ImpersonationSession", foreign_key: :impersonated_id, dependent: :destroy
accepts_nested_attributes_for :family, update_only: true
validates :email, presence: true, uniqueness: true, format: { with: URI::MailTo::EMAIL_REGEXP }
validate :ensure_valid_profile_image
validates :default_period, inclusion: { in: Period::PERIODS.keys }
normalizes :email, with: ->(email) { email.strip.downcase }
normalizes :unconfirmed_email, with: ->(email) { email&.strip&.downcase }
normalizes :first_name, :last_name, with: ->(value) { value.strip.presence }
enum :role, { member: "member", admin: "admin", super_admin: "super_admin" }, validate: true
has_one_attached :profile_image do |attachable|
attachable.variant :thumbnail, resize_to_fill: [ 300, 300 ], convert: :webp, saver: { quality: 80 }
attachable.variant :small, resize_to_fill: [ 72, 72 ], convert: :webp, saver: { quality: 80 }
end
validate :profile_image_size
generates_token_for :password_reset, expires_in: 15.minutes do
password_salt&.last(10)
end
generates_token_for :email_confirmation, expires_in: 1.day do
unconfirmed_email
end
def pending_email_change?
unconfirmed_email.present?
end
def initiate_email_change(new_email)
return false if new_email == email
return false if new_email == unconfirmed_email
if Rails.application.config.app_mode.self_hosted? && !Setting.require_email_confirmation
update(email: new_email)
else
if update(unconfirmed_email: new_email)
EmailConfirmationMailer.with(user: self).confirmation_email.deliver_later
true
else
false
end
end
end
def request_impersonation_for(user_id)
impersonated = User.find(user_id)
impersonator_support_sessions.create!(impersonated: impersonated)
end
def admin?
super_admin? || role == "admin"
end
def display_name
[ first_name, last_name ].compact.join(" ").presence || email
end
def initial
(display_name&.first || email.first).upcase
end
def initials
if first_name.present? && last_name.present?
"#{first_name.first}#{last_name.first}".upcase
else
initial
end
end
def show_ai_sidebar?
show_ai_sidebar
end
def ai_available?
!Rails.application.config.app_mode.self_hosted? || ENV["OPENAI_ACCESS_TOKEN"].present?
end
def ai_enabled?
ai_enabled && ai_available?
end
# Deactivation
validate :can_deactivate, if: -> { active_changed? && !active }
after_update_commit :purge_later, if: -> { saved_change_to_active?(from: true, to: false) }
def deactivate
update active: false, email: deactivated_email
end
def can_deactivate
if admin? && family.users.count > 1
errors.add(:base, :cannot_deactivate_admin_with_other_users)
end
end
def purge_later
UserPurgeJob.perform_later(self)
end
def purge
if last_user_in_family?
family.destroy
else
destroy
end
end
# MFA
def setup_mfa!
update!(
otp_secret: ROTP::Base32.random(32),
otp_required: false,
otp_backup_codes: []
)
end
def enable_mfa!
update!(
otp_required: true,
otp_backup_codes: generate_backup_codes
)
end
def disable_mfa!
update!(
otp_secret: nil,
otp_required: false,
otp_backup_codes: []
)
end
def verify_otp?(code)
return false if otp_secret.blank?
return true if verify_backup_code?(code)
totp.verify(code, drift_behind: 15)
end
def provisioning_uri
return nil unless otp_secret.present?
totp.provisioning_uri(email)
end
private
def ensure_valid_profile_image
return unless profile_image.attached?
unless profile_image.content_type.in?(%w[image/jpeg image/png])
errors.add(:profile_image, "must be a JPEG or PNG")
profile_image.purge
end
end
def last_user_in_family?
family.users.count == 1
end
def deactivated_email
email.gsub(/@/, "-deactivated-#{SecureRandom.uuid}@")
end
def profile_image_size
if profile_image.attached? && profile_image.byte_size > 10.megabytes
errors.add(:profile_image, :invalid_file_size, max_megabytes: 10)
end
end
def totp
ROTP::TOTP.new(otp_secret, issuer: "Maybe Finance")
end
def verify_backup_code?(code)
return false if otp_backup_codes.blank?
# Find and remove the used backup code
if (index = otp_backup_codes.index(code))
remaining_codes = otp_backup_codes.dup
remaining_codes.delete_at(index)
update_column(:otp_backup_codes, remaining_codes)
true
else
false
end
end
def generate_backup_codes
8.times.map { SecureRandom.hex(4) }
end
end