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Author SHA1 Message Date
Zach Gollwitzer
b8608dde3c Add balance sheet function to assistant 2025-03-26 08:11:47 -04:00
Zach Gollwitzer
65b7f5d25e Fix sync error when security price has bad data from provider 2025-03-26 08:11:32 -04:00
Zach Gollwitzer
b56418540c Add back thinking messages, clean up error handling for chat 2025-03-25 22:13:28 -04:00
Zach Gollwitzer
4f7e4e40d8 Assistant function base implementation 2025-03-25 20:14:18 -04:00
Zach Gollwitzer
d6b6f02126 Use OpenAI conversation state management 2025-03-25 20:13:53 -04:00
Zach Gollwitzer
573ec67af8 Message styles 2025-03-25 07:52:38 -04:00
Zach Gollwitzer
0ac1c458fb Fix naming conflicts for ChatResponse 2025-03-24 19:32:53 -04:00
Zach Gollwitzer
3be4eb3528 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/ai-improvements 2025-03-24 19:28:39 -04:00
Zach Gollwitzer
982fbabca9 Rebuild gemfile 2025-03-24 19:28:35 -04:00
Zach Gollwitzer
a2f182ec87 Reconfigure test env 2025-03-24 17:45:02 -04:00
Zach Gollwitzer
96d4a1ae1e Update openai class naming to avoid conflicts 2025-03-24 17:26:46 -04:00
Zach Gollwitzer
8cca82d360 Tests passing 2025-03-24 16:58:11 -04:00
Joseph Ho
8e6b81af77 bug: Use correct currency value while setting the currency. (#2018) 
Fixes: #1754.
 2025-03-24 10:06:29 -04:00
dependabot[bot]
9f062de6b4 Bump selenium-webdriver from 4.29.1 to 4.30.1 (#2020) 
Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.29.1 to 4.30.1.
- [Release notes](https://github.com/SeleniumHQ/selenium/releases)
- [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES)
- [Commits](https://github.com/SeleniumHQ/selenium/commits)

---
updated-dependencies:
- dependency-name: selenium-webdriver
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-03-24 10:06:18 -04:00
dependabot[bot]
3dfdd0aea5 Bump vernier from 1.5.0 to 1.6.0 (#2019) 
Bumps [vernier](https://github.com/jhawthorn/vernier) from 1.5.0 to 1.6.0.
- [Release notes](https://github.com/jhawthorn/vernier/releases)
- [Commits](https://github.com/jhawthorn/vernier/compare/v1.5.0...v1.6.0)

---
updated-dependencies:
- dependency-name: vernier
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-03-24 10:06:05 -04:00
dependabot[bot]
86431e79a3 Bump csv from 3.3.2 to 3.3.3 (#2021) 
Bumps [csv](https://github.com/ruby/csv) from 3.3.2 to 3.3.3.
- [Release notes](https://github.com/ruby/csv/releases)
- [Changelog](https://github.com/ruby/csv/blob/main/NEWS.md)
- [Commits](https://github.com/ruby/csv/compare/v3.3.2...v3.3.3)

---
updated-dependencies:
- dependency-name: csv
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-03-24 10:03:22 -04:00
Joseph Ho
54f5a44a60 devContainer: Use Redis for ActiveJob and ActionCable. (#2017) 
* devContainer: Use Redis for ActiveJob and ActionCable

* devContainer: Simplify environment variables for services.

* devContainer: Remove version field as it's no longer required in Compose.
 2025-03-24 10:00:42 -04:00
Joseph Ho
b41897b5e5 import: Bulk import transaction data. (#1962) 
Fixes: #1846.
 2025-03-24 09:59:27 -04:00
Zach Gollwitzer
8fcb7b7dc7 Remove stale code 2025-03-24 09:25:49 -04:00
Zach Gollwitzer
2b23ecae31 Chat UI back to working state again 2025-03-24 08:45:38 -04:00
Zach Gollwitzer
8f66c0fbaa Process tool calls within provider 2025-03-23 20:50:59 -04:00
Zach Gollwitzer
5f47599930 Test updates 2025-03-23 15:21:27 -04:00
Zach Gollwitzer
8e698bfd07 Get assistant test working again 2025-03-21 17:20:18 -04:00
Zach Gollwitzer
63e24623fd Tool call implementation and test 2025-03-21 16:57:47 -04:00
Nick Ostrovsky
f8d64561cf Fix Account Groups wrapping in Balace Sheet (#2010) 2025-03-21 13:18:12 -04:00
Tony Vincent
5a8074c7ee fix: Fix incorrect entry sorting in activity view (#2006) 2025-03-21 10:32:05 -04:00
Zach Gollwitzer
a68e5fffdc Tool calling tests and fixtures 2025-03-21 10:30:46 -04:00
Zach Gollwitzer
31aca27173 Improve data model to support tool calls and message types 2025-03-20 21:58:48 -04:00
Zach Gollwitzer
ee1ec8f357 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/ai-improvements 2025-03-19 15:54:59 -04:00
Zach Gollwitzer
9122eafd31 Update issue templates 2025-03-19 14:05:00 -04:00
Zach Gollwitzer
19cc63c8f4 Use Redis for ActiveJob and ActionCable (#2004) 
* Use Redis for ActiveJob and ActionCable

* Fix alwaysApply setting

* Update queue names and weights

* Tweak weights

* Update job queues

* Update docker setup guide

* Remove deprecated upgrade columns from users table

* Refactor Redis configuration for Sidekiq and caching in production environment

* Add Sidekiq Sentry monitoring

* queue naming fix

* Clean up schema
 2025-03-19 12:36:16 -04:00
Vaibhav Agrawal
a7db914005 Update security price query in demo generator (#2000) 2025-03-19 08:49:30 -04:00
Zach Gollwitzer
06468a05b1 Update default DB pool size 2025-03-17 20:04:38 -04:00
Zach Gollwitzer
087dd720c1 Report ActionCable errors to Sentry 2025-03-17 17:26:19 -04:00
Zach Gollwitzer
cf09fb2661 Reset migrations 2025-03-17 14:22:09 -04:00
Zach Gollwitzer
c750d82606 Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/ai-improvements 2025-03-17 14:21:25 -04:00
Zach Gollwitzer
78baf2b327 Update deps 2025-03-17 13:04:59 -04:00
dependabot[bot]
56203b04d3 Bump sentry-rails from 5.22.4 to 5.23.0 (#1996) 
Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby) from 5.22.4 to 5.23.0.
- [Release notes](https://github.com/getsentry/sentry-ruby/releases)
- [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md)
- [Commits](https://github.com/getsentry/sentry-ruby/compare/5.22.4...5.23.0)

---
updated-dependencies:
- dependency-name: sentry-rails
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
 2025-03-17 11:55:07 -04:00
Zach Gollwitzer
f65b93a352 Data provider simplification, tests, and documentation (#1997) 
* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
 2025-03-17 11:54:53 -04:00
Zach Gollwitzer
6dc3f30a0e Naming, domain alignment 2025-03-15 08:55:26 -04:00
Zach Gollwitzer
474260f213 Consolidate Stimulus controllers, thinking state, controllers, and views 2025-03-14 17:36:17 -04:00
Zach Gollwitzer
216f8a42bf AI rules refresh 2025-03-14 10:01:25 -04:00
Zach Gollwitzer
6ce984c6f1 Match Figma design spec, implement Turbo frames and actions for chats controller 2025-03-14 07:55:05 -04:00
Zach Gollwitzer
aeff1f213f Integrate AI chat styles into existing prose pattern 2025-03-13 09:54:32 -04:00
Zach Gollwitzer
decebc8053 Remove structure.mdc from version control 2025-03-13 09:25:22 -04:00
Zach Gollwitzer
22af3b0a0f Simplify data model and get tests passing 2025-03-13 09:22:01 -04:00
Zach Gollwitzer
dd75cadebc Fix transaction filters when transfers are present (#1986) 
* Proper filtering of transfers in search

* Fix transaction search
 2025-03-11 15:38:45 -04:00
Josh Pigford
ed55ef624b Update billing settings view and locales 2025-03-11 13:00:34 -05:00
Josh Pigford
51ff75df3a 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
 2025-03-11 12:13:33 -05:00
Josh Pigford
7fdce5ce64 Add beta testing usage note to AI consent modal 2025-03-11 11:57:13 -05:00