Reorganize Settings sections + add LLM model/prompt configs (#116)

* Reshuffle/organize settings UI
* Settings: AI prompt display/minor touch-ups
* API key settings tests
* Moved import/export together
* Collapsible LLM prompt DIVs
* Add export tests

Author: jjmata

app/controllers/family_exports_controller.rb

@@ -2,7 +2,7 @@ class FamilyExportsController < ApplicationController
   include StreamExtensions
 
   before_action :require_admin
-  before_action :set_export, only: [ :download ]
+  before_action :set_export, only: [ :download, :destroy ]
 
   def new
     # Modal view for initiating export
@@ -13,9 +13,9 @@ def create
     FamilyDataExportJob.perform_later(@export)
 
     respond_to do |format|
-      format.html { redirect_to settings_profile_path, notice: "Export started. You'll be able to download it shortly." }
+      format.html { redirect_to imports_path, notice: "Export started. You'll be able to download it shortly." }
       format.turbo_stream {
-        stream_redirect_to settings_profile_path, notice: "Export started. You'll be able to download it shortly."
+        stream_redirect_to imports_path, notice: "Export started. You'll be able to download it shortly."
       }
     end
   end
@@ -29,10 +29,15 @@ def download
     if @export.downloadable?
       redirect_to @export.export_file, allow_other_host: true
     else
-      redirect_to settings_profile_path, alert: "Export not ready for download"
+      redirect_to imports_path, alert: "Export not ready for download"
     end
   end
 
+  def destroy
+    @export.destroy
+    redirect_to imports_path, notice: "Export deleted successfully"
+  end
+
   private
 
     def set_export

app/controllers/imports_controller.rb

@@ -1,4 +1,6 @@
 class ImportsController < ApplicationController
+  include SettingsHelper
+
   before_action :set_import, only: %i[show publish destroy revert apply_template]
 
   def publish
@@ -11,7 +13,11 @@ def publish
 
   def index
     @imports = Current.family.imports
-
+    @exports = Current.user.admin? ? Current.family.family_exports.ordered.limit(10) : nil
+    @breadcrumbs = [
+      [ "Home", root_path ],
+      [ "Import/Export", imports_path ]
+    ]
     render layout: "settings"
   end
 

app/controllers/settings/ai_prompts_controller.rb

@@ -0,0 +1,12 @@
+class Settings::AiPromptsController < ApplicationController
+  layout "settings"
+
+  def show
+    @breadcrumbs = [
+      [ "Home", root_path ],
+      [ "AI Prompts", nil ]
+    ]
+    @family = Current.family
+    @assistant_config = Assistant.config_for(OpenStruct.new(user: Current.user))
+  end
+end

app/controllers/settings/api_keys_controller.rb

@@ -8,7 +8,7 @@ class Settings::ApiKeysController < ApplicationController
   def show
     @breadcrumbs = [
       [ "Home", root_path ],
-      [ "API Keys", nil ]
+      [ "API Key", nil ]
     ]
     @current_api_key = @api_key
   end

app/controllers/settings/guides_controller.rb

@@ -0,0 +1,18 @@
+class Settings::GuidesController < ApplicationController
+  layout "settings"
+
+  def show
+    @breadcrumbs = [
+      [ "Home", root_path ],
+      [ "Guides", nil ]
+    ]
+    markdown = Redcarpet::Markdown.new(Redcarpet::Render::HTML,
+      autolink: true,
+      tables: true,
+      fenced_code_blocks: true,
+      strikethrough: true,
+      superscript: true
+    )
+    @guide_content = markdown.render(File.read(Rails.root.join("docs/onboarding/guide.md")))
+  end
+end

app/controllers/settings/profiles_controller.rb

@@ -5,6 +5,10 @@ def show
     @user = Current.user
     @users = Current.family.users.order(:created_at)
     @pending_invitations = Current.family.invitations.pending
+    @breadcrumbs = [
+      [ "Home", root_path ],
+      [ "Profile Info", nil ]
+    ]
   end
 
   def destroy

app/helpers/settings_helper.rb

@@ -1,17 +1,25 @@
 module SettingsHelper
   SETTINGS_ORDER = [
-    { name: "Account", path: :settings_profile_path },
+    # General section
+    { name: "Accounts", path: :accounts_path },
+    { name: "Bank Sync", path: :settings_bank_sync_path },
     { name: "Preferences", path: :settings_preferences_path },
+    { name: "Profile Info", path: :settings_profile_path },
     { name: "Security", path: :settings_security_path },
-    { name: "Self-Hosting", path: :settings_hosting_path, condition: :self_hosted? },
-    { name: "API Key", path: :settings_api_key_path },
     { name: "Billing", path: :settings_billing_path, condition: :not_self_hosted? },
-    { name: "Accounts", path: :accounts_path },
-    { name: "Imports", path: :imports_path },
-    { name: "Tags", path: :tags_path },
+    # Transactions section
     { name: "Categories", path: :categories_path },
+    { name: "Tags", path: :tags_path },
     { name: "Rules", path: :rules_path },
     { name: "Merchants", path: :family_merchants_path },
+    # Advanced section
+    { name: "AI Prompts", path: :settings_ai_prompts_path },
+    { name: "API Key", path: :settings_api_key_path },
+    { name: "Self-Hosting", path: :settings_hosting_path, condition: :self_hosted? },
+    { name: "Imports", path: :imports_path },
+    { name: "SimpleFin", path: :simplefin_items_path },
+    # More section
+    { name: "Guides", path: :settings_guides_path },
     { name: "What's new", path: :changelog_path },
     { name: "Feedback", path: :feedback_path }
   ]

app/models/family_export.rb

@@ -1,7 +1,7 @@
 class FamilyExport < ApplicationRecord
   belongs_to :family
 
-  has_one_attached :export_file
+  has_one_attached :export_file, dependent: :purge_later
 
   enum :status, {
     pending: "pending",

app/models/provider/openai.rb

@@ -14,7 +14,7 @@ def supports_model?(model)
     MODELS.include?(model)
   end
 
-  def auto_categorize(transactions: [], user_categories: [], model: "gpt-4.1-mini")
+  def auto_categorize(transactions: [], user_categories: [], model: "")
     with_provider_response do
       raise Error, "Too many transactions to auto-categorize. Max is 25 per request." if transactions.size > 25
 
@@ -36,7 +36,7 @@ def auto_categorize(transactions: [], user_categories: [], model: "gpt-4.1-mini"
     end
   end
 
-  def auto_detect_merchants(transactions: [], user_merchants: [], model: "gpt-4.1-mini")
+  def auto_detect_merchants(transactions: [], user_merchants: [], model: "")
     with_provider_response do
       raise Error, "Too many transactions to auto-detect merchants. Max is 25 per request." if transactions.size > 25
 

app/models/provider/openai/auto_categorizer.rb

@@ -1,4 +1,6 @@
 class Provider::Openai::AutoCategorizer
+  DEFAULT_MODEL = "gpt-4.1-mini"
+
   def initialize(client, model: "", transactions: [], user_categories: [])
     @client = client
     @model = model
@@ -8,7 +10,7 @@ def initialize(client, model: "", transactions: [], user_categories: [])
 
   def auto_categorize
     response = client.responses.create(parameters: {
-      model: model,
+      model: model.presence || DEFAULT_MODEL,
       input: [ { role: "developer", content: developer_message } ],
       text: {
         format: {
@@ -26,6 +28,27 @@ def auto_categorize
     build_response(extract_categorizations(response))
   end
 
+  def instructions
+    <<~INSTRUCTIONS.strip_heredoc
+      You are an assistant to a consumer personal finance app.  You will be provided a list
+      of the user's transactions and a list of the user's categories.  Your job is to auto-categorize
+      each transaction.
+
+      Closely follow ALL the rules below while auto-categorizing:
+
+      - Return 1 result per transaction
+      - Correlate each transaction by ID (transaction_id)
+      - Attempt to match the most specific category possible (i.e. subcategory over parent category)
+      - Category and transaction classifications should match (i.e. if transaction is an "expense", the category must have classification of "expense")
+      - If you don't know the category, return "null"
+        - You should always favor "null" over false positives
+        - Be slightly pessimistic.  Only match a category if you're 60%+ confident it is the correct one.
+      - Each transaction has varying metadata that can be used to determine the category
+        - Note: "hint" comes from 3rd party aggregators and typically represents a category name that
+          may or may not match any of the user-supplied categories
+    INSTRUCTIONS
+  end
+
   private
     attr_reader :client, :model, :transactions, :user_categories
 
@@ -97,25 +120,4 @@ def developer_message
         ```
       MESSAGE
     end
-
-    def instructions
-      <<~INSTRUCTIONS.strip_heredoc
-        You are an assistant to a consumer personal finance app.  You will be provided a list
-        of the user's transactions and a list of the user's categories.  Your job is to auto-categorize
-        each transaction.
-
-        Closely follow ALL the rules below while auto-categorizing:
-
-        - Return 1 result per transaction
-        - Correlate each transaction by ID (transaction_id)
-        - Attempt to match the most specific category possible (i.e. subcategory over parent category)
-        - Category and transaction classifications should match (i.e. if transaction is an "expense", the category must have classification of "expense")
-        - If you don't know the category, return "null"
-          - You should always favor "null" over false positives
-          - Be slightly pessimistic.  Only match a category if you're 60%+ confident it is the correct one.
-        - Each transaction has varying metadata that can be used to determine the category
-          - Note: "hint" comes from 3rd party aggregators and typically represents a category name that
-            may or may not match any of the user-supplied categories
-      INSTRUCTIONS
-    end
 end