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Maybe/config/routes.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

208 lines
5.4 KiB
Ruby

require "sidekiq/web"
Rails.application.routes.draw do
# MFA routes
resource :mfa, controller: "mfa", only: [ :new, :create ] do
get :verify
post :verify, to: "mfa#verify_code"
delete :disable
end
# Uses basic auth - see config/initializers/sidekiq.rb
mount Sidekiq::Web => "/sidekiq"
# AI chats
resources :chats do
resources :messages, only: :create
member do
post :retry
end
end
get "changelog", to: "pages#changelog"
get "feedback", to: "pages#feedback"
get "early-access", to: "pages#early_access"
resource :registration, only: %i[new create]
resources :sessions, only: %i[new create destroy]
resource :password_reset, only: %i[new create edit update]
resource :password, only: %i[edit update]
resource :email_confirmation, only: :new
resources :users, only: %i[update destroy] do
delete :reset, on: :member
end
resource :onboarding, only: :show do
collection do
get :profile
get :preferences
end
end
namespace :settings do
resource :profile, only: [ :show, :destroy ]
resource :preferences, only: :show
resource :hosting, only: %i[show update] do
delete :clear_cache, on: :collection
end
resource :billing, only: :show
resource :security, only: :show
end
resource :subscription, only: %i[new show] do
get :success, on: :collection
end
resources :tags, except: :show do
resources :deletions, only: %i[new create], module: :tag
end
namespace :category do
resource :dropdown, only: :show
end
resources :categories, except: :show do
resources :deletions, only: %i[new create], module: :category
post :bootstrap, on: :collection
end
resources :budgets, only: %i[index show edit update], param: :month_year do
get :picker, on: :collection
resources :budget_categories, only: %i[index show update]
end
resources :merchants, only: %i[index new create edit update destroy]
resources :transfers, only: %i[new create destroy show update]
resources :imports, only: %i[index new show create destroy] do
member do
post :publish
put :revert
put :apply_template
end
resource :upload, only: %i[show update], module: :import
resource :configuration, only: %i[show update], module: :import
resource :clean, only: :show, module: :import
resource :confirm, only: :show, module: :import
resources :rows, only: %i[show update], module: :import
resources :mappings, only: :update, module: :import
end
resources :accounts, only: %i[index new] do
collection do
post :sync_all
end
member do
post :sync
get :chart
get :sparkline
end
end
resources :accountable_sparklines, only: :show, param: :accountable_type
namespace :account do
resources :holdings, only: %i[index new show destroy]
resources :transactions, only: %i[show new create update destroy] do
resource :transfer_match, only: %i[new create]
resource :category, only: :update, controller: :transaction_categories
collection do
post "bulk_delete"
get "bulk_edit"
post "bulk_update"
post "mark_transfers"
post "unmark_transfers"
end
end
resources :valuations, only: %i[show new create update destroy]
resources :trades, only: %i[show new create update destroy]
end
direct :account_entry do |entry, options|
if entry.new_record?
route_for "account_#{entry.entryable_name.pluralize}", options
else
route_for entry.entryable_name, entry, options
end
end
resources :transactions, only: :index do
collection do
delete :clear_filter
end
end
# Convenience routes for polymorphic paths
# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
direct :account do |model, options|
route_for model.accountable_name, model, options
end
direct :edit_account do |model, options|
route_for "edit_#{model.accountable_name}", model, options
end
resources :depositories, except: :index
resources :investments, except: :index
resources :properties, except: :index
resources :vehicles, except: :index
resources :credit_cards, except: :index
resources :loans, except: :index
resources :cryptos, except: :index
resources :other_assets, except: :index
resources :other_liabilities, except: :index
resources :securities, only: :index
resources :invite_codes, only: %i[index create]
resources :invitations, only: [ :new, :create, :destroy ] do
get :accept, on: :member
end
resources :currencies, only: %i[show]
resources :impersonation_sessions, only: [ :create ] do
post :join, on: :collection
delete :leave, on: :collection
member do
put :approve
put :reject
put :complete
end
end
resources :plaid_items, only: %i[create destroy] do
member do
post :sync
end
end
namespace :webhooks do
post "plaid"
post "plaid_eu"
post "stripe"
end
# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
# Can be used by load balancers and uptime monitors to verify that the app is live.
get "up" => "rails/health#show", as: :rails_health_check
# Render dynamic PWA files from app/views/pwa/*
get "service-worker" => "rails/pwa#service_worker", as: :pwa_service_worker
get "manifest" => "rails/pwa#manifest", as: :pwa_manifest
# Defines the root path route ("/")
root "pages#dashboard"
end