diff --git a/app/Http/Controllers/HoldingController.php b/app/Http/Controllers/HoldingController.php index 8f2f240..20ab552 100644 --- a/app/Http/Controllers/HoldingController.php +++ b/app/Http/Controllers/HoldingController.php @@ -24,6 +24,21 @@ class HoldingController extends Controller ->portfolio($portfolio->id) ->firstOrFail(); - return view('holding.show', compact(['portfolio', 'holding'])); + $formattedTransactions = $this->getFormattedTransactions($holding); + + return view('holding.show', compact(['portfolio', 'holding', 'formattedTransactions'])); + } + + public function getFormattedTransactions($holding) + { + $formattedTransactions = ''; + foreach($holding->transactions->where('symbol', $holding->symbol)->sortByDesc('date') as $transaction) { + $formattedTransactions .= " * ".$transaction->date->format('Y-m-d') + ." ". $transaction->transaction_type + ." ". $transaction->quantity + ." @ ". $transaction->cost_basis + ." each \n\n"; + } + return $formattedTransactions; } } diff --git a/app/Http/Controllers/PortfolioController.php b/app/Http/Controllers/PortfolioController.php index c9e249e..22d157d 100644 --- a/app/Http/Controllers/PortfolioController.php +++ b/app/Http/Controllers/PortfolioController.php @@ -39,7 +39,26 @@ class PortfolioController extends Controller ->first(); } ); + + $formattedHoldings = $this->getFormattedHoldings($portfolio); - return view('portfolio.show', compact(['portfolio', 'metrics'])); + return view('portfolio.show', compact(['portfolio', 'metrics', 'formattedHoldings'])); + } + + public function getFormattedHoldings($portfolio) + { + $formattedHoldings = ''; + foreach($portfolio->holdings as $holding) { + $formattedHoldings .= " * Holding of ".$holding->market_data->name." (".$holding->symbol.")" + ."; own ". ($holding->quantity > 0 ? $holding->quantity : 'ZERO') . " shares" + ."; avg cost basis ". $holding->average_cost_basis + ."; curr market value ". $holding->market_data->market_value + ."; unrealized gains ". $holding->market_gain_dollars + ."; realized gains ". $holding->realized_gain_dollars + ."; dividends earned ". $holding->dividends_earned + ."\n\n"; + + } + return $formattedHoldings; } } diff --git a/app/Models/AiChat.php b/app/Models/AiChat.php new file mode 100644 index 0000000..3b4e386 --- /dev/null +++ b/app/Models/AiChat.php @@ -0,0 +1,37 @@ +user_id = auth()->user()->id; + }); + } + + public function user() { + return $this->belongsTo(User::class); + } + + public function chatable() + { + return $this->morphTo(); + } +} diff --git a/app/Models/Holding.php b/app/Models/Holding.php index 098c525..e4db091 100644 --- a/app/Models/Holding.php +++ b/app/Models/Holding.php @@ -3,6 +3,7 @@ namespace App\Models; use App\Models\Split; +use App\Models\AiChat; use App\Models\Dividend; use App\Models\Portfolio; use App\Models\MarketData; @@ -131,6 +132,16 @@ class Holding extends Model ->orderBy('date', 'DESC'); } + /** + * Related chats for holding + * + * @return void + */ + public function chats() + { + return $this->morphMany(AiChat::class, 'chatable'); + } + public function scopeWithMarketData($query) { return $query->withAggregate('market_data', 'name') diff --git a/app/Models/Portfolio.php b/app/Models/Portfolio.php index c7cf606..3d3e41c 100644 --- a/app/Models/Portfolio.php +++ b/app/Models/Portfolio.php @@ -2,6 +2,7 @@ namespace App\Models; +use App\Models\AiChat; use Carbon\CarbonPeriod; use Illuminate\Support\Arr; use Illuminate\Support\Carbon; @@ -64,6 +65,16 @@ class Portfolio extends Model return $this->hasMany(DailyChange::class); } + /** + * Related chats for portfolio + * + * @return void + */ + public function chats() + { + return $this->morphMany(AiChat::class, 'chatable'); + } + public function scopeMyPortfolios() { return $this->whereHas('users', function ($query) { diff --git a/composer.json b/composer.json index a629397..b02d0cd 100644 --- a/composer.json +++ b/composer.json @@ -16,6 +16,7 @@ "livewire/livewire": "^3.5", "livewire/volt": "^1.6", "maatwebsite/excel": "^3.1", + "openai-php/laravel": "^0.10.2", "predis/predis": "^2.2", "robsontenorio/mary": "^1.35", "scheb/yahoo-finance-api": "^4.11", diff --git a/composer.lock b/composer.lock index ecd0f51..e16a0e4 100644 --- a/composer.lock +++ b/composer.lock @@ -4,8 +4,160 @@ "Read more about it at https://getcomposer.org/doc/01-basic-usage.md#installing-dependencies", "This file is @generated automatically" ], - "content-hash": "7fcc707e9612c64b40469d52efdb75e6", + "content-hash": "5db6b7e4a69c3e4bfc31d7d4f2bde9cd", "packages": [ + { + "name": "aws/aws-crt-php", + "version": "v1.2.7", + "source": { + "type": "git", + "url": "https://github.com/awslabs/aws-crt-php.git", + "reference": "d71d9906c7bb63a28295447ba12e74723bd3730e" + }, + "dist": { + "type": "zip", + "url": "https://api.github.com/repos/awslabs/aws-crt-php/zipball/d71d9906c7bb63a28295447ba12e74723bd3730e", + "reference": "d71d9906c7bb63a28295447ba12e74723bd3730e", + "shasum": "" + }, + "require": { + "php": ">=5.5" + }, + "require-dev": { + "phpunit/phpunit": "^4.8.35||^5.6.3||^9.5", + "yoast/phpunit-polyfills": "^1.0" + }, + "suggest": { + "ext-awscrt": "Make sure you install awscrt native extension to use any of the functionality." + }, + "type": "library", + "autoload": { + "classmap": [ + "src/" + ] + }, + "notification-url": "https://packagist.org/downloads/", + "license": [ + "Apache-2.0" + ], + "authors": [ + { + "name": "AWS SDK Common Runtime Team", + "email": "aws-sdk-common-runtime@amazon.com" + } + ], + "description": "AWS Common Runtime for PHP", + "homepage": "https://github.com/awslabs/aws-crt-php", + "keywords": [ + "amazon", + "aws", + "crt", + "sdk" + ], + "support": { + "issues": "https://github.com/awslabs/aws-crt-php/issues", + "source": "https://github.com/awslabs/aws-crt-php/tree/v1.2.7" + }, + "time": "2024-10-18T22:15:13+00:00" + }, + { + "name": "aws/aws-sdk-php", + "version": "3.325.0", + "source": { + "type": "git", + "url": "https://github.com/aws/aws-sdk-php.git", + "reference": "ea36e53745cff21519c2dadd808e2482f0bfadf5" + }, + "dist": { + "type": "zip", + "url": "https://api.github.com/repos/aws/aws-sdk-php/zipball/ea36e53745cff21519c2dadd808e2482f0bfadf5", + "reference": "ea36e53745cff21519c2dadd808e2482f0bfadf5", + "shasum": "" + }, + "require": { + "aws/aws-crt-php": "^1.2.3", + "ext-json": "*", + "ext-pcre": "*", + "ext-simplexml": "*", + "guzzlehttp/guzzle": "^6.5.8 || ^7.4.5", + "guzzlehttp/promises": "^1.4.0 || ^2.0", + "guzzlehttp/psr7": "^1.9.1 || ^2.4.5", + "mtdowling/jmespath.php": "^2.6", + "php": ">=7.2.5", + "psr/http-message": "^1.0 || ^2.0" + }, + "require-dev": { + "andrewsville/php-token-reflection": "^1.4", + "aws/aws-php-sns-message-validator": "~1.0", + "behat/behat": "~3.0", + 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"type": "zip", - "url": "https://api.github.com/repos/symfony/uid/zipball/8c7bb8acb933964055215d89f9a9871df0239317", - "reference": "8c7bb8acb933964055215d89f9a9871df0239317", + "url": "https://api.github.com/repos/symfony/uid/zipball/65befb3bb2d503bbffbd08c815aa38b472999917", + "reference": "65befb3bb2d503bbffbd08c815aa38b472999917", "shasum": "" }, "require": { @@ -7575,7 +8510,7 @@ "uuid" ], "support": { - "source": "https://github.com/symfony/uid/tree/v7.1.5" + "source": "https://github.com/symfony/uid/tree/v7.1.6" }, "funding": [ { @@ -7591,20 +8526,20 @@ "type": "tidelift" } ], - "time": "2024-09-17T09:16:35+00:00" + "time": "2024-09-25T14:20:29+00:00" }, { "name": "symfony/var-dumper", - "version": "v7.1.5", + "version": "v7.1.6", "source": { "type": "git", "url": "https://github.com/symfony/var-dumper.git", - "reference": "e20e03889539fd4e4211e14d2179226c513c010d" + "reference": "cb5bd55a6b8c2c1c7fb68b0aeae0e257948a720c" }, "dist": { "type": "zip", - "url": "https://api.github.com/repos/symfony/var-dumper/zipball/e20e03889539fd4e4211e14d2179226c513c010d", - "reference": "e20e03889539fd4e4211e14d2179226c513c010d", + "url": "https://api.github.com/repos/symfony/var-dumper/zipball/cb5bd55a6b8c2c1c7fb68b0aeae0e257948a720c", + "reference": "cb5bd55a6b8c2c1c7fb68b0aeae0e257948a720c", "shasum": "" }, "require": { @@ -7658,7 +8593,7 @@ "dump" ], "support": { - "source": "https://github.com/symfony/var-dumper/tree/v7.1.5" + "source": "https://github.com/symfony/var-dumper/tree/v7.1.6" }, "funding": [ { @@ -7674,7 +8609,7 @@ "type": "tidelift" } ], - "time": "2024-09-16T10:07:02+00:00" + "time": "2024-09-25T14:20:29+00:00" }, { "name": "tijsverkoyen/css-to-inline-styles", @@ -8279,16 +9214,16 @@ }, { "name": "laravel/sail", - "version": "v1.36.0", + "version": "v1.37.1", "source": { "type": "git", "url": "https://github.com/laravel/sail.git", - "reference": "f184d3d687155d06bc8cb9ff6dc48596a138460c" + "reference": "7efa151ea0d16f48233d6a6cd69f81270acc6e93" }, "dist": { "type": "zip", - "url": "https://api.github.com/repos/laravel/sail/zipball/f184d3d687155d06bc8cb9ff6dc48596a138460c", - "reference": "f184d3d687155d06bc8cb9ff6dc48596a138460c", + "url": "https://api.github.com/repos/laravel/sail/zipball/7efa151ea0d16f48233d6a6cd69f81270acc6e93", + "reference": "7efa151ea0d16f48233d6a6cd69f81270acc6e93", "shasum": "" }, "require": { @@ -8338,7 +9273,7 @@ "issues": "https://github.com/laravel/sail/issues", "source": "https://github.com/laravel/sail" }, - "time": "2024-10-10T13:26:02+00:00" + "time": "2024-10-29T20:18:14+00:00" }, { "name": "mockery/mockery", @@ -9023,16 +9958,16 @@ }, { "name": "phpunit/phpunit", - "version": "11.4.1", + "version": "11.4.3", "source": { "type": "git", "url": "https://github.com/sebastianbergmann/phpunit.git", - "reference": "7875627f15f4da7e7f0823d1f323f7295a77334e" + "reference": "e8e8ed1854de5d36c088ec1833beae40d2dedd76" }, "dist": { "type": "zip", - "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/7875627f15f4da7e7f0823d1f323f7295a77334e", - "reference": "7875627f15f4da7e7f0823d1f323f7295a77334e", + "url": "https://api.github.com/repos/sebastianbergmann/phpunit/zipball/e8e8ed1854de5d36c088ec1833beae40d2dedd76", + "reference": "e8e8ed1854de5d36c088ec1833beae40d2dedd76", "shasum": "" }, "require": { @@ -9046,21 +9981,21 @@ "phar-io/manifest": "^2.0.4", "phar-io/version": "^3.2.1", "php": ">=8.2", - "phpunit/php-code-coverage": "^11.0.6", + "phpunit/php-code-coverage": "^11.0.7", "phpunit/php-file-iterator": "^5.1.0", "phpunit/php-invoker": "^5.0.1", "phpunit/php-text-template": "^4.0.1", "phpunit/php-timer": "^7.0.1", "sebastian/cli-parser": "^3.0.2", "sebastian/code-unit": "^3.0.1", - "sebastian/comparator": "^6.1.0", + "sebastian/comparator": "^6.1.1", "sebastian/diff": "^6.0.2", "sebastian/environment": "^7.2.0", "sebastian/exporter": "^6.1.3", "sebastian/global-state": "^7.0.2", "sebastian/object-enumerator": "^6.0.1", "sebastian/type": "^5.1.0", - "sebastian/version": "^5.0.1" + "sebastian/version": "^5.0.2" }, "suggest": { "ext-soap": "To be able to generate mocks based on WSDL files" @@ -9103,7 +10038,7 @@ "support": { "issues": "https://github.com/sebastianbergmann/phpunit/issues", "security": "https://github.com/sebastianbergmann/phpunit/security/policy", - "source": "https://github.com/sebastianbergmann/phpunit/tree/11.4.1" + "source": "https://github.com/sebastianbergmann/phpunit/tree/11.4.3" }, "funding": [ { @@ -9119,7 +10054,7 @@ "type": "tidelift" } ], - "time": "2024-10-08T15:38:37+00:00" + "time": "2024-10-28T13:07:50+00:00" }, { "name": "sebastian/cli-parser", @@ -9293,16 +10228,16 @@ }, { "name": "sebastian/comparator", - "version": "6.1.0", + "version": "6.2.1", "source": { "type": "git", "url": "https://github.com/sebastianbergmann/comparator.git", - "reference": "fa37b9e2ca618cb051d71b60120952ee8ca8b03d" + "reference": "43d129d6a0f81c78bee378b46688293eb7ea3739" }, "dist": { "type": "zip", - "url": "https://api.github.com/repos/sebastianbergmann/comparator/zipball/fa37b9e2ca618cb051d71b60120952ee8ca8b03d", - "reference": "fa37b9e2ca618cb051d71b60120952ee8ca8b03d", + "url": "https://api.github.com/repos/sebastianbergmann/comparator/zipball/43d129d6a0f81c78bee378b46688293eb7ea3739", + "reference": "43d129d6a0f81c78bee378b46688293eb7ea3739", "shasum": "" }, "require": { @@ -9313,12 +10248,12 @@ "sebastian/exporter": "^6.0" }, "require-dev": { - "phpunit/phpunit": "^11.3" + "phpunit/phpunit": "^11.4" }, "type": "library", "extra": { "branch-alias": { - "dev-main": "6.1-dev" + "dev-main": "6.2-dev" } }, "autoload": { @@ -9358,7 +10293,7 @@ "support": { "issues": "https://github.com/sebastianbergmann/comparator/issues", "security": "https://github.com/sebastianbergmann/comparator/security/policy", - "source": "https://github.com/sebastianbergmann/comparator/tree/6.1.0" + "source": "https://github.com/sebastianbergmann/comparator/tree/6.2.1" }, "funding": [ { @@ -9366,7 +10301,7 @@ "type": "github" } ], - "time": "2024-09-11T15:42:56+00:00" + "time": "2024-10-31T05:30:08+00:00" }, { "name": "sebastian/complexity", @@ -10046,16 +10981,16 @@ }, { "name": "symfony/yaml", - "version": "v7.1.5", + "version": "v7.1.6", "source": { "type": "git", "url": "https://github.com/symfony/yaml.git", - "reference": "4e561c316e135e053bd758bf3b3eb291d9919de4" + "reference": "3ced3f29e4f0d6bce2170ff26719f1fe9aacc671" }, "dist": { "type": "zip", - "url": "https://api.github.com/repos/symfony/yaml/zipball/4e561c316e135e053bd758bf3b3eb291d9919de4", - "reference": "4e561c316e135e053bd758bf3b3eb291d9919de4", + "url": "https://api.github.com/repos/symfony/yaml/zipball/3ced3f29e4f0d6bce2170ff26719f1fe9aacc671", + "reference": "3ced3f29e4f0d6bce2170ff26719f1fe9aacc671", "shasum": "" }, "require": { @@ -10097,7 +11032,7 @@ "description": "Loads and dumps YAML files", "homepage": "https://symfony.com", "support": { - "source": "https://github.com/symfony/yaml/tree/v7.1.5" + "source": "https://github.com/symfony/yaml/tree/v7.1.6" }, "funding": [ { @@ -10113,7 +11048,7 @@ "type": "tidelift" } ], - "time": "2024-09-17T12:49:58+00:00" + "time": "2024-09-25T14:20:29+00:00" }, { "name": "theseer/tokenizer", diff --git a/config/openai.php b/config/openai.php new file mode 100644 index 0000000..02aa769 --- /dev/null +++ b/config/openai.php @@ -0,0 +1,31 @@ + env('OPENAI_API_KEY'), + 'organization' => env('OPENAI_ORGANIZATION'), + + /* + |-------------------------------------------------------------------------- + | Request Timeout + |-------------------------------------------------------------------------- + | + | The timeout may be used to specify the maximum number of seconds to wait + | for a response. By default, the client will time out after 30 seconds. + */ + + 'request_timeout' => env('OPENAI_REQUEST_TIMEOUT', 30), + + // + 'model' => env('OPENAI_MODEL', 'gpt-4o'), +]; diff --git a/database/migrations/2024_10_30_000001_create_ai_chats_table.php b/database/migrations/2024_10_30_000001_create_ai_chats_table.php new file mode 100644 index 0000000..3b6adc6 --- /dev/null +++ b/database/migrations/2024_10_30_000001_create_ai_chats_table.php @@ -0,0 +1,40 @@ +uuid('id')->primary(); + $table->foreignIdFor(User::class, 'user_id')->constrained()->onDelete('cascade'); + $table->morphs('chatable'); + $table->string('role'); + $table->text('content'); + $table->softDeletes(); + $table->timestamps(); + }); + } + + /** + * Reverse the migrations. + * + * @return void + */ + public function down() + { + Schema::dropIfExists('ai_chats'); + } +} diff --git a/lang/en.json b/lang/en.json index 53a60a8..f40abc4 100644 --- a/lang/en.json +++ b/lang/en.json @@ -19,6 +19,7 @@ "and": "and", "Yes": "Yes", "you": "you", + "You": "You", "Nothing to show here yet": "Nothing to show here yet", "Try again": "Try again", @@ -369,5 +370,11 @@ "Importing transactions...": "Importing transactions...", "Importing daily changes...": "Importing daily changes...", "Import completed successfully!": "Import completed successfully!", - "Your import will continue in the background": "Your import will continue in the background" + "Your import will continue in the background": "Your import will continue in the background", + + "AI Chat": "AI Chat", + "Hi, how can I help?": "Hi, how can I help?", + "Have a question? AI might be able to help...": "Have a question? AI might be able to help...", + "Feel free to ask me a question!": "Feel free to ask me a question!", + "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.": "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor." } \ No newline at end of file diff --git a/lang/es.json b/lang/es.json index a09425e..13a81b2 100644 --- a/lang/es.json +++ b/lang/es.json @@ -19,6 +19,7 @@ "and": "y", "Yes": "Sí", "you": "tú", + "You": "Tú", "Nothing to show here yet": "No hay nada que mostrar aquí todavía", "Try again": "Intentar otra vez", @@ -369,5 +370,11 @@ "Importing transactions...": "Importando transacciones...", "Importing daily changes...": "Importando cambios diarios...", "Import completed successfully!": "¡La importación se completó con éxito!", - "Your import will continue in the background": "La importación continuará en segundo plano" + "Your import will continue in the background": "La importación continuará en segundo plano", + + "AI Chat": "Chat de AI", + "Hi, how can I help?": "Hola, ¿cómo puedo ayudarte?", + "Have a question? AI might be able to help...": "¿Tienes una pregunta? La AI podría ayudarte...", + "Feel free to ask me a question!": "¡No dudes en hacerme una pregunta!", + "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.": "Los consejos generados por AI pueden contener errores. Úsalos bajo tu propio riesgo. Consulta siempre a un asesor de inversiones con licencia." } \ No newline at end of file diff --git a/resources/views/components/ib-alpine-modal.blade.php b/resources/views/components/ib-alpine-modal.blade.php index dd60188..a987240 100644 --- a/resources/views/components/ib-alpine-modal.blade.php +++ b/resources/views/components/ib-alpine-modal.blade.php @@ -39,6 +39,7 @@ @if ($showClose) diff --git a/resources/views/components/ib-drawer.blade.php b/resources/views/components/ib-drawer.blade.php index 2d33ba2..1c75b6e 100644 --- a/resources/views/components/ib-drawer.blade.php +++ b/resources/views/components/ib-drawer.blade.php @@ -38,7 +38,7 @@ @endif @if ($showClose) - + @endif {{ $slot }} diff --git a/resources/views/components/ib-livewire-modal.blade.php b/resources/views/components/ib-livewire-modal.blade.php index 4cd3ffa..1262513 100644 --- a/resources/views/components/ib-livewire-modal.blade.php +++ b/resources/views/components/ib-livewire-modal.blade.php @@ -25,6 +25,7 @@ @if ($showClose) diff --git a/resources/views/components/ib-textarea.blade.php b/resources/views/components/ib-textarea.blade.php index 1153279..a1a7396 100644 --- a/resources/views/components/ib-textarea.blade.php +++ b/resources/views/components/ib-textarea.blade.php @@ -6,7 +6,7 @@ 'rows' => 4 ]) -
+
class([]) }}> @if($label)
diff --git a/resources/views/livewire/ai-chat-window.blade.php b/resources/views/livewire/ai-chat-window.blade.php new file mode 100644 index 0000000..e0846e3 --- /dev/null +++ b/resources/views/livewire/ai-chat-window.blade.php @@ -0,0 +1,290 @@ +messages = $this->chatable->chats()->orderByRaw('created_at, id')->get(['role', 'content'])->toArray(); + } + + public function startCompletion($suggestedPrompt = null) + { + // prevent spam + if ($this->isRateLimited() || $this->streaming) { + array_push($this->messages, [ + 'role' => 'assistant', + 'content' => __('Hang on! You\'re doing that too much.') + ]); + $this->js('scrollChatWindow(250)'); + return; + } + + if ($suggestedPrompt) { + $this->prompt = $suggestedPrompt; + } + + if (empty(trim($this->prompt))) { + $this->resetPrompt(); + + array_push($this->messages, ['role' => 'assistant', 'content' => __('Feel free to ask me a question!')]); + $this->js('scrollChatWindow(250)'); + + return; + } + + $this->chatable->chats()->save(new AiChat(['role' => 'user', 'content' => $this->prompt])); + array_push($this->messages, ['role' => 'user', 'content' => $this->prompt]); + $this->js('scrollChatWindow(250)'); + + $this->resetPrompt(); + + $this->streaming = true; + $this->js('$wire.generate()'); + } + + public function generate(): void + { + + try { + $stream = OpenAI::chat()->createStreamed([ + 'model' => config('openai.model'), + 'messages' => [ + ['role' => 'system', 'content' => $this->system_prompt], + ...array_slice($this->messages, -10) + ], + ]); + } catch (\Exception $e) { + + $this->chatable->chats()->save(new AiChat(['role' => 'assistant', 'content' => $e->getMessage()])); + array_push($this->messages, ['role' => 'assistant', 'content' => $e->getMessage()]); + $this->resetPrompt(); + return; + } + + $this->stream(to: "answer", content: '', replace: true); + + foreach($stream as $response){ + + if(!empty($response->choices[0]->delta->content)) { + $this->stream(to: 'answer', content: $response->choices[0]->delta->content, replace: false); + $this->answer .= $response->choices[0]->delta->content; + } + $this->js('scrollChatWindow()'); + } + + $this->chatable->chats()->save(new AiChat(['role' => 'assistant', 'content' => $this->answer])); + array_push($this->messages, ['role' => 'assistant', 'content' => $this->answer]); + $this->resetPrompt(); + } + + public function resetPrompt(): void + { + $this->answer = null; + $this->prompt = null; + $this->streaming = false; + } + + public function isRateLimited(): bool + { + $rateLimitKey = auth()->id() . '/' . $this->chatable->id; + + if (RateLimiter::tooManyAttempts($rateLimitKey, 20)) { + + return true; + } + + RateLimiter::hit($rateLimitKey, 60); + + return false; + } + + }; ?> + +
+ + + + + + +
+ + + {{-- close button --}} + + + {{-- chat window --}} +
+ +
+ + + +

+ AI {{ __('Hi, how can I help?') }} + +

+
+ + @foreach($messages as $message) + + @if ($message['role'] == 'user') +
+ + + + + +

+ {{ __('You') }} {{ $message['content'] }} +

+
+ + @else +
+ + + +

+ AI {{ $message['content'] }} +

+
+ @endif + + @endforeach + + @if($streaming) +
+ + + +

+ AI {{ $answer }} +

+
+ @endif +
+ + {{-- prompt input --}} +
+
+ @foreach($suggested_prompts as $prompt) + + @endforeach + +
+ +
+ +
+ + +
+ + +
+ +
+

{{ __('Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.') }}

+
+
+ +
+
+ \ No newline at end of file diff --git a/resources/views/livewire/manage-portfolio-form.blade.php b/resources/views/livewire/manage-portfolio-form.blade.php index e70631d..5899952 100644 --- a/resources/views/livewire/manage-portfolio-form.blade.php +++ b/resources/views/livewire/manage-portfolio-form.blade.php @@ -69,7 +69,7 @@ new class extends Component { - + @if (isset($this->portfolio)) @livewire('share-portfolio-form', ['portfolio' => $portfolio]) diff --git a/resources/views/livewire/share-portfolio-form.blade.php b/resources/views/livewire/share-portfolio-form.blade.php index 2e6d136..f80b021 100644 --- a/resources/views/livewire/share-portfolio-form.blade.php +++ b/resources/views/livewire/share-portfolio-form.blade.php @@ -182,6 +182,7 @@ new class extends Component { class="btn-sm btn-ghost btn-circle" wire:click="deleteUser('{{ $user->id }}')" spinner="deleteUser('{{ $user->id }}')" + title="{{ __('Remove Access') }}" > diff --git a/resources/views/portfolio/show.blade.php b/resources/views/portfolio/show.blade.php index b2979c9..261871a 100644 --- a/resources/views/portfolio/show.blade.php +++ b/resources/views/portfolio/show.blade.php @@ -153,6 +153,30 @@ --}} + @livewire('ai-chat-window', [ + 'chatable' => $portfolio, + 'suggested_prompts' => [ + [ + 'text' => 'Which holding is most successful?', + 'value' => 'Which holding is most successful in this portfolio?', + ], + [ + 'text' => 'Should I diversify more?', + 'value' => 'Is my portfolio diverse enough?', + ] + ], + 'system_prompt' => " + You are an investment portfolio assistant providing advice to an investor. Use the following information to provide relevant recommendations. Use the words 'likely' or 'may' instead of concrete statements (except for obvious statements of fact or common sense): + + The investor has the following holdings in this portfolio: + + {$formattedHoldings} + + Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding. + + Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework:" + ]) + \ No newline at end of file