Financial AI

Gemfile

@@ -39,6 +39,9 @@ gem "logtail-rails"
 gem "aws-sdk-s3", "~> 1.177.0", require: false
 gem "image_processing", ">= 1.2"
 
+# AI
+gem "ruby-openai"
+
 # Other
 gem "bcrypt", "~> 3.1"
 gem "jwt"
@@ -54,6 +57,7 @@ gem "csv"
 gem "redcarpet"
 gem "stripe"
 gem "intercom-rails"
+gem "holidays"
 gem "plaid"
 
 group :development, :test do

Gemfile.lock

@@ -166,6 +166,7 @@ GEM
     erubi (1.13.1)
     et-orbi (1.2.11)
       tzinfo
+    event_stream_parser (1.0.0)
     faker (3.5.1)
       i18n (>= 1.8.11, < 2)
     faraday (2.12.2)
@@ -201,6 +202,7 @@ GEM
     hashdiff (1.1.2)
     highline (3.1.2)
       reline
+    holidays (8.8.0)
     hotwire-livereload (2.0.0)
       actioncable (>= 7.0.0)
       listen (>= 3.0.0)
@@ -432,6 +434,10 @@ GEM
       sorbet-runtime (>= 0.5.10782)
     ruby-lsp-rails (0.3.31)
       ruby-lsp (>= 0.23.0, < 0.24.0)
+    ruby-openai (7.3.1)
+      event_stream_parser (>= 0.3.0, < 2.0.0)
+      faraday (>= 1)
+      faraday-multipart (>= 1)
     ruby-progressbar (1.13.0)
     ruby-vips (2.2.2)
       ffi (~> 1.12)
@@ -539,6 +545,7 @@ DEPENDENCIES
   faraday-multipart
   faraday-retry
   good_job
+  holidays
   hotwire-livereload
   hotwire_combobox!
   i18n-tasks
@@ -563,6 +570,7 @@ DEPENDENCIES
   redcarpet
   rubocop-rails-omakase
   ruby-lsp-rails
+  ruby-openai
   selenium-webdriver
   sentry-rails
   sentry-ruby

README.md

@@ -64,6 +64,9 @@ bin/dev
 
 # Optionally, load demo data
 rake demo_data:reset
+
+# Optionally, setup AI user
+rake ai:setup
 ```
 
 And visit http://localhost:3000 to see the app. You can use the following

app/assets/stylesheets/application.tailwind.css

@@ -177,6 +177,35 @@
   }
 }
 
+.loading-ellipsis {
+  display: inline-flex;
+}
+
+.dot {
+  @apply w-1.5 h-1.5 mx-1 bg-gray-400 rounded-full;
+  animation: ellipsis 1.5s infinite;
+}
+
+.dot:nth-child(2) {
+  animation-delay: 0.3s;
+}
+
+.dot:nth-child(3) {
+  animation-delay: 0.6s;
+}
+
+@keyframes ellipsis {
+
+  0%,
+  100% {
+    transform: scale(0.8);
+  }
+
+  50% {
+    transform: scale(1.3);
+  }
+}
+
 /* Custom scrollbar implementation for Windows browsers */
 .windows {
   ::-webkit-scrollbar {

app/controllers/chats_controller.rb

@@ -0,0 +1,73 @@
+class ChatsController < ApplicationController
+  def index
+    @chats = Current.user.chats.order(created_at: :desc)
+  end
+
+  def new
+    @chat = Current.user.chats.new
+  end
+
+  def create
+    @chat = Current.user.chats.create
+    @message = @chat.messages.create(
+      user: Current.user,
+      content: chat_params[:content],
+      role: "user"
+    )
+
+    # Stub reply from bot
+    reply = @chat.messages.create(
+      content: "...",
+      user: nil,
+      role: "assistant"
+    )
+
+    ChatJob.perform_later(@chat.id, reply.id)
+    NameChatJob.perform_later(@chat.id)
+
+    respond_to do |format|
+      format.turbo_stream {
+        render turbo_stream: turbo_stream.update("chat_content", partial: "chats/chat", locals: { chat: @chat })
+      }
+    end
+  end
+
+  def show
+    @chat = Current.user.chats.find(params[:id])
+  end
+
+  def update
+    @chat = Current.user.chats.find(params[:id])
+    @message = @chat.messages.create(
+      user: Current.user,
+      content: params[:message][:content],
+      role: "user"
+    )
+
+    # Stub reply from bot
+    reply = @chat.messages.create(
+      content: "...",
+      user: nil,
+      role: "assistant"
+    )
+
+    ChatJob.perform_later(@chat.id, reply.id)
+    NameChatJob.perform_later(@chat.id)
+
+    respond_to do |format|
+      format.turbo_stream do
+        render turbo_stream: [
+          turbo_stream.append("chat_messages", partial: "chats/message", locals: { message: @message }),
+          turbo_stream.append("chat_messages", partial: "chats/message", locals: { message: reply }),
+          turbo_stream.replace("chat_form", partial: "chats/form", locals: { chat: @chat })
+        ]
+      end
+    end
+  end
+
+  private
+
+    def chat_params
+      params.require(:chat).permit(:content)
+    end
+end

app/helpers/application_helper.rb

@@ -155,6 +155,12 @@ def totals_by_currency(collection:, money_method:, separator: " | ", negate: fal
               .join(separator)
   end
 
+  def markdown(text)
+    @@parser ||= Redcarpet::Markdown.new(Redcarpet::Render::HTML, tables: true)
+
+    @@parser.render(text).html_safe
+  end
+
   def show_super_admin_bar?
     if params[:admin].present?
       cookies.permanent[:admin] = params[:admin]

app/helpers/chats_helper.rb

@@ -0,0 +1,2 @@
+module ChatsHelper
+end