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