Reorganize Settings sections + add LLM model/prompt configs

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/provider/openai/auto_categorizer.rb

@@ -26,6 +26,27 @@ 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 +118,4 @@ 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

app/models/provider/openai/auto_merchant_detector.rb

@@ -26,6 +26,47 @@ def auto_detect_merchants
     build_response(extract_categorizations(response))
   end
 
+  def instructions
+    <<~INSTRUCTIONS.strip_heredoc
+      You are an assistant to a consumer personal finance app.
+
+      Closely follow ALL the rules below while auto-detecting business names and website URLs:
+
+      - Return 1 result per transaction
+      - Correlate each transaction by ID (transaction_id)
+      - Do not include the subdomain in the business_url (i.e. "amazon.com" not "www.amazon.com")
+      - User merchants are considered "manual" user-generated merchants and should only be used in 100% clear cases
+      - Be slightly pessimistic.  We favor returning "null" over returning a false positive.
+      - NEVER return a name or URL for generic transaction names (e.g. "Paycheck", "Laundromat", "Grocery store", "Local diner")
+
+      Determining a value:
+
+      - First attempt to determine the name + URL from your knowledge of global businesses
+      - If no certain match, attempt to match one of the user-provided merchants
+      - If no match, return "null"
+
+      Example 1 (known business):
+
+      ```
+      Transaction name: "Some Amazon purchases"
+
+      Result:
+      - business_name: "Amazon"
+      - business_url: "amazon.com"
+      ```
+
+      Example 2 (generic business):
+
+      ```
+      Transaction name: "local diner"
+
+      Result:
+      - business_name: null
+      - business_url: null
+      ```
+    INSTRUCTIONS
+  end
+
   private
     attr_reader :client, :model, :transactions, :user_merchants
 
@@ -103,45 +144,4 @@ def developer_message
         Return "null" if you are not 80%+ confident in your answer.
       MESSAGE
     end
-
-    def instructions
-      <<~INSTRUCTIONS.strip_heredoc
-        You are an assistant to a consumer personal finance app.
-
-        Closely follow ALL the rules below while auto-detecting business names and website URLs:
-
-        - Return 1 result per transaction
-        - Correlate each transaction by ID (transaction_id)
-        - Do not include the subdomain in the business_url (i.e. "amazon.com" not "www.amazon.com")
-        - User merchants are considered "manual" user-generated merchants and should only be used in 100% clear cases
-        - Be slightly pessimistic.  We favor returning "null" over returning a false positive.
-        - NEVER return a name or URL for generic transaction names (e.g. "Paycheck", "Laundromat", "Grocery store", "Local diner")
-
-        Determining a value:
-
-        - First attempt to determine the name + URL from your knowledge of global businesses
-        - If no certain match, attempt to match one of the user-provided merchants
-        - If no match, return "null"
-
-        Example 1 (known business):
-
-        ```
-        Transaction name: "Some Amazon purchases"
-
-        Result:
-        - business_name: "Amazon"
-        - business_url: "amazon.com"
-        ```
-
-        Example 2 (generic business):
-
-        ```
-        Transaction name: "local diner"
-
-        Result:
-        - business_name: null
-        - business_url: null
-        ```
-      INSTRUCTIONS
-    end
 end

app/views/settings/_settings_nav.html.erb

@@ -3,30 +3,37 @@ nav_sections = [
   {
     header: t(".general_section_title"),
     items: [
-      { label: t(".profile_label"), path: settings_profile_path, icon: "circle-user" },
-      { label: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
-      { label: t(".security_label"), path: settings_security_path, icon: "shield-check" },
-      { label: t(".api_keys_label"), path: settings_api_key_path, icon: "key" },
-      { label: t(".self_hosting_label"), path: settings_hosting_path, icon: "database", if: self_hosted? },
-      { label: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign", if: !self_hosted? },
       { label: t(".accounts_label"), path: accounts_path, icon: "layers" },
       { label: t(".bank_sync_label"), path: settings_bank_sync_path, icon: "banknote" },
-      { label: "SimpleFin", path: simplefin_items_path, icon: "building-2" },
-      { label: t(".imports_label"), path: imports_path, icon: "download" }
+      { label: t(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
+      { label: t(".profile_label"), path: settings_profile_path, icon: "circle-user" },
+      { label: t(".security_label"), path: settings_security_path, icon: "shield-check" },
+      { label: t(".billing_label"), path: settings_billing_path, icon: "circle-dollar-sign", if: !self_hosted? }
     ]
   },
   {
     header: t(".transactions_section_title"),
     items: [
-      { label: t(".tags_label"), path: tags_path, icon: "tags" },
       { label: t(".categories_label"), path: categories_path, icon: "shapes" },
+      { label: t(".tags_label"), path: tags_path, icon: "tags" },
       { label: t(".rules_label"), path: rules_path, icon: "git-branch" },
       { label: t(".merchants_label"), path: family_merchants_path, icon: "store" }
     ]
   },
+  {
+    header: t(".advanced_section_title"),
+    items: [
+      { label: t(".ai_prompts_label"), path: settings_ai_prompts_path, icon: "bot" },
+      { label: t(".api_keys_label"), path: settings_api_key_path, icon: "key" },
+      { label: t(".self_hosting_label"), path: settings_hosting_path, icon: "database", if: self_hosted? },
+      { label: t(".imports_label"), path: imports_path, icon: "download" },
+      { label: "SimpleFin", path: simplefin_items_path, icon: "building-2" }
+    ]
+  },
   {
     header: t(".other_section_title"),
     items: [
+      { label: t(".guides_label"), path: settings_guides_path, icon: "book-open" },
       { label: t(".whats_new_label"), path: changelog_path, icon: "box" },
       { label: t(".feedback_label"), path: feedback_path, icon: "megaphone" }
     ]

app/views/settings/ai_prompts/show.html.erb

@@ -0,0 +1,55 @@
+<%= content_for :page_title, "AI Prompts" %>
+
+<div class="bg-container rounded-xl shadow-border-xs p-4">
+  <div class="rounded-xl bg-container-inset space-y-1 p-1">
+    <div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-secondary">
+      <p>OpenAI</p>
+    </div>
+
+    <div class="bg-container rounded-lg shadow-border-xs">
+      <div class="space-y-4 p-4">
+        <!-- Auto-Categorization Section -->
+        <div class="space-y-3">
+          <div class="flex items-center gap-3">
+            <div class="w-9 h-9 rounded-full bg-gray-25 flex justify-center items-center">
+              <%= icon "brain" %>
+            </div>
+            <div>
+              <p class="text-sm font-medium text-primary">Transaction Categorizer</p>
+              <p class="text-xs text-secondary">AI automatically categorizes your transactions based on your defined categories</p>
+            </div>
+          </div>
+
+          <div class="pl-12 space-y-2">
+            <label class="text-xs font-medium text-primary uppercase">Instructions</label>
+            <div class="px-3 py-2 bg-surface-default border border-primary rounded-lg">
+              <pre class="whitespace-pre-wrap text-xs font-mono text-primary"><%= @assistant_config[:auto_categorizer]&.instructions || Provider::Openai::AutoCategorizer.new(nil).instructions %></pre>
+            </div>
+          </div>
+        </div>
+
+        <div class="border-t border-primary"></div>
+
+        <!-- Merchant Detection Section -->
+        <div class="space-y-3">
+          <div class="flex items-center gap-3">
+            <div class="w-9 h-9 rounded-full bg-gray-25 flex justify-center items-center">
+              <%= icon "store" %>
+            </div>
+            <div>
+              <p class="text-sm font-medium text-primary">Merchant Detector</p>
+              <p class="text-xs text-secondary">AI identifies and enriches transaction data with merchant information</p>
+            </div>
+          </div>
+
+          <div class="pl-12 space-y-2">
+            <label class="text-xs font-medium text-primary uppercase">Instructions</label>
+            <div class="px-3 py-2 bg-surface-default border border-primary rounded-lg">
+              <pre class="whitespace-pre-wrap text-xs font-mono text-primary"><%= @assistant_config[:auto_merchant]&.instructions || Provider::Openai::AutoMerchantDetector.new(nil, model: "", transactions: [], user_merchants: []).instructions %></pre>
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+</div>

app/views/settings/api_keys/new.html.erb

@@ -1,6 +1,6 @@
 <%= content_for :page_title, "Create New API Key" %>
 
-<%= settings_section title: "Create New API Key", subtitle: "Generate a new API key to access your Maybe data programmatically." do %>
+<%= settings_section title: nil, subtitle: "Generate a new API key to access your Maybe data programmatically." do %>
   <%= styled_form_with model: @api_key, url: settings_api_key_path, class: "space-y-4" do |form| %>
     <%= form.text_field :name,
         placeholder: "e.g., My Budget App, Portfolio Tracker",
@@ -51,7 +51,7 @@
       ) %>
 
       <%= render DS::Button.new(
-        text: "Create API Key",
+        text: "Save API Key",
         variant: "primary",
         type: "submit"
       ) %>