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Maybe/app/helpers/menus_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

46 lines
2 KiB
Ruby

module MenusHelper
def contextual_menu(icon: "more-horizontal", id: nil, &block)
tag.div id: id, data: { controller: "menu" } do
concat contextual_menu_icon(icon)
concat contextual_menu_content(&block)
end
end
def contextual_menu_modal_action_item(label, url, icon: "pencil-line", turbo_frame: :modal)
link_to url, class: "flex items-center rounded-md text-primary hover:bg-container-hover p-2 gap-2", data: { action: "click->menu#close", turbo_frame: turbo_frame } do
concat(lucide_icon(icon, class: "shrink-0 w-5 h-5 text-secondary"))
concat(tag.span(label, class: "text-sm"))
end
end
def contextual_menu_item(label, url:, icon:, turbo_frame: nil)
link_to url, class: "flex items-center rounded-md text-primary hover:bg-container-hover p-2 gap-2", data: { action: "click->menu#close", turbo_frame: turbo_frame } do
concat(lucide_icon(icon, class: "shrink-0 w-5 h-5 text-secondary"))
concat(tag.span(label, class: "text-sm"))
end
end
def contextual_menu_destructive_item(label, url, turbo_confirm: true, turbo_frame: nil)
button_to url,
method: :delete,
class: "flex items-center w-full rounded-md text-red-500 hover:bg-red-500/5 p-2 gap-2",
data: { turbo_confirm: turbo_confirm, turbo_frame: } do
concat(lucide_icon("trash-2", class: "shrink-0 w-5 h-5"))
concat(tag.span(label, class: "text-sm"))
end
end
private
def contextual_menu_icon(icon)
tag.button class: "w-9 h-9 flex justify-center items-center hover:bg-surface-hover rounded-lg cursor-pointer focus:outline-none focus-visible:outline-none", data: { menu_target: "button" } do
lucide_icon icon, class: "w-5 h-5 text-secondary"
end
end
def contextual_menu_content(&block)
tag.div class: "min-w-[200px] p-1 z-50 shadow-border-xs bg-white rounded-lg hidden",
data: { menu_target: "content" } do
capture(&block)
end
end
end