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8ae06e37e4
Shifts the AI assistant from reactive (users ask questions) to proactive (the system surfaces personalized insights automatically). A nightly job analyzes every family's financial data across 7 insight types, writes natural-language explanations via Claude, and surfaces them in a feed on the dashboard and a standalone /insights page. Feature is behind a flag: off by default, enable with INSIGHTS_ENABLED=1 (or via Setting.insights_enabled in the admin UI). Insight types: - spending_anomaly: category spend >25% above/below 3-month rolling average - cash_flow_warning: projected cash balance drops below $500 in 30 days (uses RecurringTransaction + statistical daily baseline) - net_worth_milestone: crossed a round-number milestone or all-time high - subscription_audit: recurring transaction overdue by 45+ days - savings_rate_change: savings rate changed >5 percentage points vs last month - idle_cash: $5k+ sitting in depository account with no activity in 60 days - budget_at_risk / budget_on_track: spending pace vs monthly budget Architecture: - Insight model with dedup_key unique index (upsert, not re-create daily) - Insight::Generator base class + Insight::GeneratorRegistry orchestrator - LLM used as a writer only — financial math runs in pure Ruby - GenerateInsightsJob runs at 6 AM UTC daily via sidekiq-cron - InsightsController with read/dismiss Turbo Stream actions - Dashboard section gated by Current.user.insights_enabled? https://claude.ai/code/session_014vY9xohpm3abSAxVxRF27a
40 lines
1.0 KiB
Ruby
40 lines
1.0 KiB
Ruby
class InsightsController < ApplicationController
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include FeatureGuardable
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guard_feature unless: -> { Current.user.insights_enabled? }
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before_action :set_insight, only: %i[read dismiss]
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def index
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@insights = Current.family.insights
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.visible
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.ordered
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end
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def read
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@insight.mark_read!
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respond_to do |format|
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format.turbo_stream { render turbo_stream: turbo_stream.replace(@insight, partial: "insights/insight_card", locals: { insight: @insight, compact: false }) }
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format.html { redirect_to insights_path }
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end
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end
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def dismiss
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@insight.dismiss!
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respond_to do |format|
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format.turbo_stream { render turbo_stream: turbo_stream.remove(@insight) }
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format.html { redirect_to insights_path }
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end
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end
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def refresh
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GenerateInsightsJob.perform_later(family_id: Current.family.id)
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redirect_to insights_path, notice: t("insights.refresh_queued")
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end
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private
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def set_insight
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@insight = Current.family.insights.find(params[:id])
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end
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end
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