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Maybe/app/helpers/application_helper.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

205 lines
5.5 KiB
Ruby

module ApplicationHelper
include Pagy::Frontend
def icon(key, size: "md", color: "current")
render partial: "shared/icon", locals: { key:, size:, color: }
end
# Convert alpha (0-1) to 8-digit hex (00-FF)
def hex_with_alpha(hex, alpha)
alpha_hex = (alpha * 255).round.to_s(16).rjust(2, "0")
"#{hex}#{alpha_hex}"
end
def title(page_title)
content_for(:title) { page_title }
end
def header_title(page_title)
content_for(:header_title) { page_title }
end
def header_description(page_description)
content_for(:header_description) { page_description }
end
def family_notifications_stream
turbo_stream_from [ Current.family, :notifications ] if Current.family
end
def family_stream
turbo_stream_from Current.family if Current.family
end
def render_flash_notifications
notifications = flash.flat_map do |type, message_or_messages|
Array(message_or_messages).map do |message|
render partial: "shared/notification", locals: { type: type, message: message }
end
end
safe_join(notifications)
end
##
# Helper to open a centered and overlayed modal with custom contents
#
# @example Basic usage
# <%= modal classes: "custom-class" do %>
# <div>Content here</div>
# <% end %>
#
def modal(options = {}, &block)
content = capture &block
render partial: "shared/modal", locals: { content:, classes: options[:classes] }
end
##
# Helper to open a drawer on the right side of the screen with custom contents
#
# @example Basic usage
# <%= drawer do %>
# <div>Content here</div>
# <% end %>
#
def drawer(reload_on_close: false, &block)
content = capture &block
render partial: "shared/drawer", locals: { content:, reload_on_close: }
end
def disclosure(title, default_open: true, &block)
content = capture &block
render partial: "shared/disclosure", locals: { title: title, content: content, open: default_open }
end
def page_active?(path)
current_page?(path) || (request.path.start_with?(path) && path != "/")
end
def mixed_hex_styles(hex)
color = hex || "#1570EF" # blue-600
<<-STYLE.strip
background-color: color-mix(in srgb, #{color} 10%, white);
border-color: color-mix(in srgb, #{color} 30%, white);
color: #{color};
STYLE
end
def circle_logo(name, hex: nil, size: "md")
render partial: "shared/circle_logo", locals: { name: name, hex: hex, size: size }
end
def return_to_path(params, fallback = root_path)
uri = URI.parse(params[:return_to] || fallback)
uri.relative? ? uri.path : root_path
end
# Wrapper around I18n.l to support custom date formats
def format_date(object, format = :default, options = {})
date = object.to_date
format_code = options[:format_code] || Current.family&.date_format
if format_code.present?
date.strftime(format_code)
else
I18n.l(date, format: format, **options)
end
end
def format_money(number_or_money, options = {})
return nil unless number_or_money
Money.new(number_or_money).format(options)
end
def totals_by_currency(collection:, money_method:, separator: " | ", negate: false)
collection.group_by(&:currency)
.transform_values { |item| calculate_total(item, money_method, negate) }
.map { |_currency, money| format_money(money) }
.join(separator)
end
def show_super_admin_bar?
if params[:admin].present?
cookies.permanent[:admin] = params[:admin]
end
cookies[:admin] == "true"
end
# Renders Markdown text using Redcarpet
def markdown(text)
return "" if text.blank?
renderer = Redcarpet::Render::HTML.new(
hard_wrap: true,
link_attributes: { target: "_blank", rel: "noopener noreferrer" }
)
markdown = Redcarpet::Markdown.new(
renderer,
autolink: true,
tables: true,
fenced_code_blocks: true,
strikethrough: true,
superscript: true,
underline: true,
highlight: true,
quote: true,
footnotes: true
)
markdown.render(text).html_safe
end
# Determines the starting widths of each panel depending on the user's sidebar preferences
def app_sidebar_config(user)
left_sidebar_showing = user.show_sidebar?
right_sidebar_showing = user.show_ai_sidebar?
content_max_width = if !left_sidebar_showing && !right_sidebar_showing
1024 # 5xl
elsif left_sidebar_showing && !right_sidebar_showing
896 # 4xl
else
768 # 3xl
end
left_panel_min_width = 320
left_panel_max_width = 320
right_panel_min_width = 400
right_panel_max_width = 550
left_panel_width = left_sidebar_showing ? left_panel_min_width : 0
right_panel_width = if right_sidebar_showing
left_sidebar_showing ? right_panel_min_width : right_panel_max_width
else
0
end
{
left_panel: {
is_open: left_sidebar_showing,
initial_width: left_panel_width,
min_width: left_panel_min_width,
max_width: left_panel_max_width
},
right_panel: {
is_open: right_sidebar_showing,
initial_width: right_panel_width,
min_width: right_panel_min_width,
max_width: right_panel_max_width
},
content_max_width: content_max_width
}
end
private
def calculate_total(item, money_method, negate)
items = item.reject { |i| i.respond_to?(:entryable) && i.entryable.transfer? }
total = items.sum(&money_method)
negate ? -total : total
end
end