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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
84 lines
2.3 KiB
Ruby
84 lines
2.3 KiB
Ruby
require "test_helper"
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class InsightTest < ActiveSupport::TestCase
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test "mark_read! transitions active to read and sets read_at" do
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insight = insights(:spending_anomaly_dining)
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assert insight.active?
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assert_nil insight.read_at
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insight.mark_read!
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assert insight.read?
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assert_not_nil insight.read_at
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end
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test "mark_read! is a no-op when already read" do
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insight = insights(:net_worth_milestone)
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assert insight.read?
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original_read_at = insight.read_at
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insight.mark_read!
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assert_equal original_read_at, insight.reload.read_at
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end
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test "dismiss! transitions to dismissed and sets dismissed_at" do
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insight = insights(:spending_anomaly_dining)
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assert insight.active?
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insight.dismiss!
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assert insight.dismissed?
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assert_not_nil insight.dismissed_at
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end
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test "visible scope excludes dismissed insights" do
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dismissed = insights(:dismissed_insight)
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assert_not Insight.visible.include?(dismissed)
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end
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test "visible scope includes active and read insights" do
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active = insights(:spending_anomaly_dining)
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read = insights(:net_worth_milestone)
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assert Insight.visible.include?(active)
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assert Insight.visible.include?(read)
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end
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test "ordered scope places high priority before medium before low" do
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high_insight = insights(:cash_flow_warning) # high
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medium_insight = insights(:spending_anomaly_dining) # medium
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ordered = Insight.where(family: families(:dylan_family)).visible.ordered
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high_idx = ordered.index(high_insight)
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medium_idx = ordered.index(medium_insight)
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assert_not_nil high_idx
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assert_not_nil medium_idx
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assert high_idx < medium_idx
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end
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test "dedup_key uniqueness is enforced per family" do
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original = insights(:spending_anomaly_dining)
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duplicate = Insight.new(
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family: original.family,
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insight_type: original.insight_type,
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priority: "low",
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status: "active",
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title: "Duplicate",
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body: "Duplicate body",
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metadata: {},
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currency: "USD",
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dedup_key: original.dedup_key,
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generated_at: Time.current
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)
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assert_raises(ActiveRecord::RecordNotUnique) { duplicate.save!(validate: false) }
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end
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test "for_dashboard scope returns at most 3 visible insights" do
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assert Insight.for_dashboard.count <= 3
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end
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end
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