Merge pull request #37 from investbrainapp/feat-use-openai-compatible-endpoints

Feat use openai compatible endpoints

.env.example

@@ -1,7 +1,7 @@
 APP_NAME=Investbrain
 APP_ENV=production
 APP_KEY=
-APP_DEBUG=false
+APP_DEBUG=true
 APP_TIMEZONE=UTC
 APP_PORT=8000
 APP_URL="http://localhost:${APP_PORT}"

README.md

@@ -11,6 +11,7 @@ Investbrain is a smart open-source investment tracker that helps you manage, tra
 - [Install (self hosting)](#self-hosting)
 - [Chat with your holdings](#chat-with-your-holdings)
 - [Market data providers](#market-data-providers)
+- [Import / Export](#import--export)
 - [Configuration](#configuration)
 - [Updating](#updating)
 - [Command line utilities](#command-line-utilities)
@@ -19,7 +20,7 @@ Investbrain is a smart open-source investment tracker that helps you manage, tra
 
 ## Under the hood
 
-Investbrain is a Laravel PHP web application that leverages Livewire and Tailwind for its frontend. Most databases should work, including MySQL and SQLite. Out of the box, we feature three market data providers: [Yahoo Finance](https://finance.yahoo.com/), [Finnhub](https://finnhub.io/pricing-stock-api-market-data), and [Alpha Vantage](https://www.alphavantage.co/support/). But we also offer an extensible market data provider interface for intrepid developers to create their own! We also offer an integration with OpenAI's LLMs for our ["chat with your holdings"](#chat-with-your-holdings) capability. Finally, of course we have robust support for i18n, a11y, and dark mode. 
+Investbrain is a Laravel PHP web application that leverages Livewire and Tailwind for its frontend. Most databases should work, including MySQL and SQLite. Out of the box, we feature three market data providers: [Yahoo Finance](https://finance.yahoo.com/), [Finnhub](https://finnhub.io/pricing-stock-api-market-data), and [Alpha Vantage](https://www.alphavantage.co/support/). But we also offer an extensible market data provider interface for intrepid developers to create their own! We also offer an integration with OpenAI for our ["chat with your holdings"](#chat-with-your-holdings) capability. Finally, of course we have robust support for i18n, a11y, and dark mode. 
 
 ## Self hosting
 
@@ -57,7 +58,9 @@ Investbrain offers an AI powered chat assistant that is grounded on *your* inves
 
 When self-hosting, you can enable the chat assistant by configuring your OpenAI Secret Key and Organization ID in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file. Navigate to OpenAI to [create your keys](https://platform.openai.com/api-keys).
 
-Always keep in mind the limitations of large language models. When in doubt, consult a licensed investment advisor. 
+If you are self-hosting your own large language models ("LLMs") that expose an OpenAI compatible API (e.g. [Ollama](https://ollama.com/blog/openai-compatibility)), you can update the `OPENAI_BASE_URI` configuration to your self-hosted instance. Ensure you also update the `OPENAI_MODEL` to an available model.
+
+Always keep in mind the limitations of LLMs. When in doubt, consult a licensed investment advisor. 
 
 ## Market data providers
 
@@ -104,6 +107,18 @@ MARKET_DATA_PROVIDER=yahoo,alphavantage,custom_provider
 
 Feel free to submit a PR with any custom providers you create.
 
+## Import / Export
+
+Investbrain includes a convenient feature which allows you to import and export portfolios and transaction data. 
+
+### Import
+
+Imports are "upserted" to the database. If the record does not already exist in the database, the record will be created. However, when a portfolio or transaction exists (the record's ID matches an existing record), the record will be updated. This way, you can simultaneously create new records, but also bulk update records.
+
+### Export
+
+Exporting your portfolios and transactions is a convenient way to back-up your Investbrain data. It is also a convenient way to maintain portability of *your* data.
+
 ## Configuration
 
 There are several optional configurations available when installing using the recommended [Docker method](#self-hosting). These options are configurable using an environment file. Changes can be made in your [.env](https://github.com/investbrainapp/investbrain/blob/main/.env.example) file before installation. 
@@ -120,11 +135,12 @@ There are several optional configurations available when installing using the re
 | AI_CHAT_ENABLED | Whether to enable AI chat features | `false` |
 | OPENAI_API_KEY | OpenAI secret key (required for AI chat) | `null` |
 | OPENAI_ORGANIZATION | OpenAI org id (required for AI chat) | `null` |
+| OPENAI_MODEL | The selected LLM used for AI chat | gpt-4o |
+| OPENAI_BASE_URI | The URI for your self-hosted LLM | api.openai.com/v1 |
 | DAILY_CHANGE_TIME | The time of day to capture daily change | 23:00 |
 | REGISTRATION_ENABLED | Whether to enable registration of new users | `true` |
 
 
-
 > Note: These options affect the [docker-compose.yml](https://github.com/investbrainapp/investbrain/blob/main/docker-compose.yml) file, so if you decide to make any changes to these default configurations, you'll have to restart the Docker containers before your changes take effect.
 
 ## Updating

app/Providers/JetstreamServiceProvider.php

@@ -2,7 +2,10 @@
 
 namespace App\Providers;
 
+use Illuminate\Support\Arr;
+use Laravel\Jetstream\Features;
 use App\Actions\Jetstream\DeleteUser;
+use Illuminate\Support\Facades\Config;
 use Illuminate\Support\ServiceProvider;
 use Laravel\Jetstream\Jetstream;
 
@@ -26,6 +29,13 @@ class JetstreamServiceProvider extends ServiceProvider
 
         Jetstream::deleteUsersUsing(DeleteUser::class);
 
+        if ( config('investbrain.self_hosted', false) ) {
+
+            Config::set(
+                'jetstream.features',
+                array_keys(Arr::except(array_values(config('jetstream.features')), Features::termsAndPrivacyPolicy()))
+            );
+        }
     }
 
     /**

composer.json

@@ -16,7 +16,7 @@
         "livewire/livewire": "^3.5",
         "livewire/volt": "^1.6",
         "maatwebsite/excel": "^3.1",
-        "openai-php/laravel": "^0.10.2",
+        "openai-php/client": "^0.10.3",
         "predis/predis": "^2.2",
         "robsontenorio/mary": "^1.35",
         "scheb/yahoo-finance-api": "^4.11",

config/livewire.php

@@ -143,7 +143,7 @@ return [
     |
     */
 
-    'inject_morph_markers' => true,
+    'inject_morph_markers' => false,
 
     /*
     |---------------------------------------------------------------------------

config/openai.php

@@ -27,5 +27,6 @@ return [
     'request_timeout' => env('OPENAI_REQUEST_TIMEOUT', 30),
 
     //
+    'base_uri' => env('OPENAI_BASE_URI', 'api.openai.com/v1'),
     'model' => env('OPENAI_MODEL', 'gpt-4o'),
 ];

resources/views/dashboard.blade.php

@@ -63,7 +63,9 @@
         <x-ib-card title="{{ __('Recent activity') }}" class="md:col-span-3">
                 
             @livewire('transactions-list', [
-                'transactions' => $user->transactions
+                'transactions' => $user->transactions,
+                'showPortfolio' => true,
+                'paginate' => false
             ])
 
         </x-ib-card>

resources/views/holding/show.blade.php

@@ -207,7 +207,7 @@
                          * 52 week high: {$holding->market_data->fifty_two_week_high}
                          * Dividend yield: {$holding->market_data->dividend_yield}
                         
-                        Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
+                        This data is current as of today's date: " . now()->format('Y-m-d') . ". Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
 
                         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. Use github style markdown for any formatting:"
             ])

resources/views/livewire/ai-chat-window.blade.php

@@ -5,7 +5,7 @@ use App\Models\AiChat;
 use App\Models\Holding;
 use Illuminate\Database\Eloquent\Model;
 use Livewire\Volt\Component;
-use OpenAI\Laravel\Facades\OpenAI;
+use OpenAI\Factory;
 use OpenAI\Responses\StreamResponse;
 
 new class extends Component {
@@ -67,7 +67,9 @@ new class extends Component {
     {
     
         try {
-            $stream = OpenAI::chat()->createStreamed([
+            $client = $this->createOpenAiClient();
+            
+            $stream = $client->chat()->createStreamed([
                 'model' => config('openai.model'),
                 'messages' => [
                     ['role' => 'system', 'content' => "Today's date is "
@@ -104,7 +106,9 @@ new class extends Component {
     public function generateSuggestedPrompts(): void
     {
         try {
-            $suggested_prompts = OpenAI::chat()->create([
+            $client = $this->createOpenAiClient();
+
+            $suggested_prompts = $client->chat()->create([
                 'model' => config('openai.model'),
                 'response_format' => [
                     'type' => 'json_schema',
@@ -192,6 +196,21 @@ new class extends Component {
         return false;
     }
 
+    private function createOpenAiClient()
+    {
+        $apiKey = config('openai.api_key');
+        $organization = config('openai.organization');
+        $baseUri = config('openai.base_uri');
+
+        return OpenAI::factory()
+            ->withApiKey($apiKey)
+            ->withOrganization($organization)
+            ->withHttpHeader('OpenAI-Beta', 'assistants=v2')
+            ->withHttpClient(new \GuzzleHttp\Client(['timeout' => config('openai.request_timeout', 30)]))
+            ->withBaseUri($baseUri)
+            ->make();
+    }
+
 }; ?>
 
 <div 

resources/views/livewire/transactions-list.blade.php

@@ -15,6 +15,10 @@ new class extends Component {
     public ?Portfolio $portfolio;
     public ?Transaction $editingTransaction;
     public Bool $shouldGoToHolding = true;
+    public Bool $showPortfolio = false;
+    public Bool $paginate = true;
+    public Int $perPage = 5;
+    public Int $offset = 0;
 
     protected $listeners = [
         'transaction-updated' => '$refresh',
@@ -38,17 +42,23 @@ new class extends Component {
         return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
     }
 
+    public function updateOffset($amount = 0)
+    {
+        $this->offset = $this->offset + $amount;
+    }
+
 }; ?>
 
 <div class="">
 
-    @foreach($transactions->sortByDesc('date')->take(10) as $transaction)
+    @foreach($transactions->sortByDesc('date')->slice($offset)->take($perPage) as $transaction)
 
         <x-list-item 
             no-separator 
             :item="$transaction" 
             class="cursor-pointer"
             x-data="{ loading: false, timeout: null }"
+            :key="$transaction->id"
             @click="
                 if ($wire.shouldGoToHolding) {
 
@@ -83,12 +93,44 @@ new class extends Component {
                 <x-loading x-show="loading" x-cloak class="text-gray-400 ml-2" />
             </x-slot:value>
             <x-slot:sub-value>
+                @if($showPortfolio)
+                <span title="{{ __('Portfolio') }}">{{ $transaction->portfolio->title }} </span>
+                &middot;
+                @endif
                 <span title="{{ __('Transaction Date') }}">{{ $transaction->date->format('F j, Y') }} </span>
             </x-slot:sub-value>
         </x-list-item>
 
     @endforeach
 
+    @if ($paginate && count($transactions) > $perPage)
+        <div class="flex justify-between">
+            
+            <span>
+                @if($offset > 0)
+                <x-button 
+                    class="btn btn-sm btn-ghost text-secondary"
+                    wire:click="updateOffset(-{{ $perPage }})"
+                >
+                    {!! __('pagination.previous') !!}
+                </x-button>
+                @endif
+            </span>
+
+            <span>
+                @if(count($transactions) - $offset >  $offset)
+                <x-button 
+                    class="btn btn-sm btn-ghost text-secondary"
+                    wire:click="updateOffset({{ $perPage }})"
+                >
+                    {!! __('pagination.next') !!}
+                </x-button>
+                @endif
+            </span>
+            
+        </div>
+    @endif
+
     <x-ib-alpine-modal 
         key="manage-transaction"
         title="{{ __('Manage Transaction') }}"
@@ -96,7 +138,7 @@ new class extends Component {
         @livewire('manage-transaction-form', [
             'portfolio' => $portfolio, 
             'transaction' => $editingTransaction, 
-        ], key($editingTransaction->id ?? 'new'))
+        ], key($editingTransaction?->id.rand()))
 
     </x-ib-alpine-modal>
 </div>

resources/views/portfolio/show.blade.php

@@ -173,7 +173,7 @@
                         
                         {$formattedHoldings}
 
-                        Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
+                        This data is current as of today's date: " . now()->format('Y-m-d') . ". 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. Use github style markdown for any formatting:"
             ])