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5 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
soky srm
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96713ee8b4 |
Add support for dynamic config UI (#256)
* Add support for dynamic config UI
* Add support for section description
* Better dynamic class settings
Added dynamic_fields hash field - Stores all undeclared settings
[] method - Checks declared fields first, then falls back to dynamic hash
[]= method - Updates declared fields normally, stores others in hash
No runtime field declaration - Fields are never dynamically created on the class
* FIX proper lookup for provider keys
- Also validate configurable values properly.
- Change Provider factory to use Rails autoloading (Zeitwerk)
* Fix factory
The derive_adapter_name method relies on string manipulation ("PlaidAccount".sub(/Account$/, "") + "Adapter" → "PlaidAdapter"), but we already have explicit registration in place.
* Make updates atomic, field-aware, and handle blanks explicitly
* Small UX detail
* Add support for PlaidEU in UI also
- This looks like partial support atm
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soky srm
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4fb0a3856e |
Providers factory (#250)
* Implement providers factory * Multiple providers sync support - Proper Multi-Provider Syncing: When you click sync on an account with multiple providers (e.g., both Plaid and SimpleFin), all provider items are synced - Better API: The existing account.providers method already returns all providers, and account.provider returns the first one for backward compatibility - Correct Holdings Deletion Logic: Holdings can only be deleted if ALL providers allow it, preventing accidental deletions that would be recreated on next sync TODO: validate this is the way we want to go? We would need to check holdings belong to which account, and then check provider allows deletion. More complex - Database Constraints: The existing validations ensure an account can have at most one provider of each type (one PlaidAccount, one SimplefinAccount, etc.) * Add generic provider_import_adapter * Finish unified import strategy * Update app/models/plaid_account.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Update app/models/provider/factory.rb Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Signed-off-by: soky srm <sokysrm@gmail.com> * Fix account linked by plaid_id instead of external_id * Parse numerics to BigDecimal Parse numerics to BigDecimal before computing amount; guard nils. Avoid String * String and float drift; also normalize date. * Fix incorrect usage of assert_raises. * Fix linter * Fix processor test. * Update current_balance_manager.rb * Test fixes * Fix plaid linked account test * Add support for holding per account_provider * Fix proper account access Also fix account deletion for simpefin too * FIX match tests for consistency * Some more factory updates * Fix account schema for multipe providers Can do: - Account #1 → PlaidAccount + SimplefinAccount (multiple different providers) - Account #2 → PlaidAccount only - Account #3 → SimplefinAccount only Cannot do: - Account #1 → PlaidAccount + PlaidAccount (duplicate provider type) - PlaidAccount #123 → Account #1 + Account #2 (provider linked to multiple accounts) * Fix account setup - An account CAN have multiple providers (the schema shows account_providers with unique index on [account_id, provider_type]) - Each provider should maintain its own separate entries - We should NOT update one provider's entry when another provider syncs * Fix linter and guard migration * FIX linter issues. * Fixes - Remove duplicated index - Pass account_provider_id - Guard holdings call to avoid NoMethodError * Update schema and provider import fix * Plaid doesn't allow holdings deletion * Use ClimateControl for proper env setup * No need for this in .git --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> |
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Copilot
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a8f318c3f9 |
Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
* Add comprehensive AI/LLM configuration documentation * Fix Chat.start! to use default model when model is nil or empty * Ensure all controllers use Chat.default_model for consistency * Move AI doc inside `hosting/` * Probably too much error handling --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> |
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Juan José Mata
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54bc37a651 |
Remove Synth Finance references (#47)
* Remove Synth Finance integration * Linter noise * Fix failing (old) test, use it for Twelve Data --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> |
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Zach Gollwitzer
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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> |