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

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 @@ class FamilyExportsController < ApplicationController
     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 @@ class FamilyExportsController < ApplicationController
     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 @@ class ImportsController < ApplicationController
 
   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 @@ class Settings::ProfilesController < ApplicationController
     @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: "Preferences", path: :settings_preferences_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: "Bank Sync", path: :settings_bank_sync_path },
-    { name: "Tags", path: :tags_path },
+    { name: "Preferences", path: :settings_preferences_path },
+    { name: "Profile Info", path: :settings_profile_path },
+    { name: "Security", path: :settings_security_path },
+    { name: "Billing", path: :settings_billing_path, condition: :not_self_hosted? },
+    # 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 @@ class Provider::Openai < Provider
     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 @@ class Provider::Openai < Provider
     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 @@ class Provider::Openai::AutoCategorizer
 
   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 @@ class Provider::Openai::AutoCategorizer
     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 @@ class Provider::Openai::AutoCategorizer
         ```
       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

@@ -1,4 +1,6 @@
 class Provider::Openai::AutoMerchantDetector
+  DEFAULT_MODEL = "gpt-4.1-mini"
+
   def initialize(client, model: "", transactions:, user_merchants:)
     @client = client
     @model = model
@@ -8,7 +10,7 @@ class Provider::Openai::AutoMerchantDetector
 
   def auto_detect_merchants
     response = client.responses.create(parameters: {
-      model: model,
+      model: model.presence || DEFAULT_MODEL,
       input: [ { role: "developer", content: developer_message } ],
       text: {
         format: {
@@ -26,6 +28,47 @@ class Provider::Openai::AutoMerchantDetector
     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 +146,4 @@ class Provider::Openai::AutoMerchantDetector
         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/family_exports/_list.html.erb

@@ -3,13 +3,29 @@
       turbo_refresh_url: family_exports_path,
       turbo_refresh_interval: 3000
     } : {} do %>
-  <div class="mt-4 space-y-3 max-h-96 overflow-y-auto">
+  <div class="space-y-0 max-h-96 overflow-y-auto">
     <% if exports.any? %>
       <% exports.each do |export| %>
-        <div class="flex items-center justify-between bg-container p-4 rounded-lg border border-primary">
+        <div class="flex items-center justify-between mx-4 py-4">
-          <div>
+          <div class="flex items-center gap-2 mb-1">
-            <p class="text-sm font-medium text-primary">Export from <%= export.created_at.strftime("%B %d, %Y at %I:%M %p") %></p>
+            <div>
-            <p class="text-xs text-secondary"><%= export.filename %></p>
+              <p class="text-sm font-medium text-primary">Export from <%= export.created_at.strftime("%B %d, %Y at %I:%M %p") %></p>
+              <p class="text-xs text-secondary"><%= export.filename %></p>
+            </div>
+
+            <% if export.processing? || export.pending? %>
+              <span class="px-1 py text-xs rounded-full bg-gray-500/5 text-secondary border border-alpha-black-50">
+                <%= t(".in_progress") %>
+              </span>
+            <% elsif export.completed? %>
+              <span class="px-1 py text-xs rounded-full bg-green-500/5 text-green-500 border border-alpha-black-50">
+                <%= t(".complete") %>
+              </span>
+            <% elsif export.failed? %>
+              <span class="px-1 py text-xs rounded-full bg-red-500/5 text-red-500 border border-alpha-black-50">
+                <%= t(".failed") %>
+              </span>
+            <% end %>
           </div>
 
           <% if export.processing? || export.pending? %>
@@ -18,22 +34,44 @@
               <span class="text-sm">Exporting...</span>
             </div>
           <% elsif export.completed? %>
-            <%= link_to download_family_export_path(export),
+            <div class="flex items-center gap-2">
-                class: "flex items-center gap-2 text-primary hover:text-primary-hover",
+              <%= button_to family_export_path(export),
-                data: { turbo_frame: "_top" } do %>
+                  method: :delete,
-              <%= icon "download", class: "w-5 h-5" %>
+                  class: "flex items-center gap-2 text-destructive hover:text-destructive-hover",
-              <span class="text-sm font-medium">Download</span>
+                  data: { 
-            <% end %>
+                    turbo_confirm: "Are you sure you want to delete this export? This action cannot be undone.",
+                    turbo_frame: "_top"
+                  } do %>
+                <%= icon "trash-2", class: "w-5 h-5 text-destructive" %>
+              <% end %>
+              
+              <%= link_to download_family_export_path(export),
+                  class: "flex items-center gap-2 text-primary hover:text-primary-hover",
+                  data: { turbo_frame: "_top" } do %>
+                <%= icon "download", class: "w-5 h-5" %>
+              <% end %>
+            </div>
           <% elsif export.failed? %>
-            <div class="flex items-center gap-2 text-destructive">
+            <div class="flex items-center gap-2">
-              <%= icon "alert-circle", class: "w-4 h-4" %>
+              <div class="flex items-center gap-2 text-destructive">
-              <span class="text-sm">Failed</span>
+                <%= icon "alert-circle", class: "w-4 h-4" %>
+              </div>
+              
+              <%= button_to family_export_path(export),
+                  method: :delete,
+                  class: "flex items-center gap-2 text-destructive hover:text-destructive-hover",
+                  data: { 
+                    turbo_confirm: "Are you sure you want to delete this failed export?",
+                    turbo_frame: "_top"
+                  } do %>
+                <%= icon "trash-2", class: "w-5 h-5 text-destructive" %>
+              <% end %>
             </div>
           <% end %>
         </div>
       <% end %>
     <% else %>
-      <p class="text-sm text-secondary text-center py-4">No exports yet</p>
+      <p class="text-sm text-primary text-center py-4 mb-1 font-medium">No exports yet.</p>
     <% end %>
   </div>
 <% end %>

app/views/imports/_empty.html.erb

@@ -1,13 +1,5 @@
 <div class="flex justify-center items-center py-20">
   <div class="text-center flex flex-col items-center max-w-[300px] gap-4">
     <p class="text-primary mb-1 font-medium text-sm"><%= t(".message") %></p>
-
-    <%= render DS::Link.new(
-      text: t(".new"),
-      variant: "primary",
-      href: new_import_path,
-      icon: "plus",
-      frame: :modal
-    ) %>
   </div>
 </div>

app/views/imports/_import.html.erb

@@ -36,30 +36,36 @@
     <% end %>
   </div>
 
-  <%= render DS::Menu.new do |menu| %>
+  <div class="flex items-center gap-2">
-    <% menu.with_item(variant: "link", text: t(".view"), href: import_path(import), icon: "eye") %>
+
 
     <% if import.complete? || import.revert_failed? %>
-      <% menu.with_item(
+      <%= button_to revert_import_path(import),
-        variant: "button",
+          method: :put,
-        text: t(".revert"),
+          class: "flex items-center gap-2 text-orange-500 hover:text-orange-600",
-        href: revert_import_path(import),
+          data: { 
-        icon: "rotate-ccw",
+            turbo_confirm: "This will delete transactions that were imported, but you will still be able to review and re-import your data at any time."
-        method: :put,
+          } do %>
-        confirm: CustomConfirm.new(
+        <%= icon "rotate-ccw", class: "w-5 h-5 text-destructive" %>
-          title: "Revert import?",
+      <% end %>
-          body: "This will delete transactions that were imported, but you will still be able to review and re-import your data at any time.",
+
-          btn_text: "Revert"
+
-        )) %>
+
 
     <% else %>
-      <% menu.with_item(
+      <%= button_to import_path(import),
-        variant: "button",
+          method: :delete,
-        text: t(".delete"),
+          class: "flex items-center gap-2 text-destructive hover:text-destructive-hover",
-        href: import_path(import),
+          data: { 
-        icon: "trash-2",
+            turbo_confirm: CustomConfirm.for_resource_deletion("import")
-        method: :delete,
+          } do %>
-        confirm: CustomConfirm.for_resource_deletion("import")) %>
+        <%= icon "trash-2", class: "w-5 h-5 text-destructive" %>
+      <% end %>
     <% end %>
-  <% end %>
+
+    <%= link_to import_path(import),
+        class: "flex items-center gap-2 text-primary hover:text-primary-hover" do %>
+      <%= icon "eye", class: "w-5 h-5" %>
+    <% end %>
+  </div>
 </div>

app/views/imports/index.html.erb

@@ -1,25 +1,39 @@
-<div class="flex items-center justify-between">
+<%= settings_section title: t(".imports") do %>
-  <h1 class="text-xl font-medium text-primary"><%= t(".title") %></h1>
+  <div class="space-y-4">
-
+    <% if @imports.empty? %>
-  <%= render DS::Link.new(
+      <%= render partial: "imports/empty" %>
-    text: "New import",
+    <% else %>
-    href: new_import_path,
+      <div class="bg-container rounded-lg shadow-border-xs">
-    icon: "plus",
+        <%= render partial: "imports/import", collection: @imports.ordered %>
-    variant: "primary",
-    frame: :modal
-  ) %>
-</div>
-
-<div class="bg-container shadow-border-xs rounded-xl p-4">
-  <% if @imports.empty? %>
-    <%= render partial: "imports/empty" %>
-  <% else %>
-    <div class="rounded-xl bg-container-inset p-1">
-      <h2 class="uppercase px-4 py-2 text-secondary text-xs"><%= t(".imports") %> · <%= @imports.size %></h2>
-
-      <div class="border border-alpha-black-100 rounded-lg bg-container shadow-xs">
-        <%= render partial: "imports/import", collection: @imports.ordered, spacer_template: "shared/ruler" %>
       </div>
+    <% end %>
+    
+    <%= link_to new_import_path,
+        class: "bg-container-inset flex items-center justify-center gap-2 text-secondary mt-1 hover:bg-container-inset-hover rounded-lg px-4 py-2 w-full text-center",
+        data: { turbo_frame: :modal } do %>
+      <%= icon("plus") %>
+      <%= t(".new") %>
+    <% end %>
+  </div>
+<% end %>
+
+<% if Current.user.admin? %>
+  <%= settings_section title: t(".exports") do %>
+    <div class="space-y-4">
+      <div class="bg-container rounded-lg shadow-border-xs">
+        <%= turbo_frame_tag "family_exports", src: family_exports_path, loading: :lazy do %>
+          <div class="mt-4 text-center text-secondary py-8">
+            <div class="animate-spin inline-block h-4 w-4 border-2 border-secondary border-t-transparent rounded-full"></div>
+          </div>
+        <% end %>
+      </div>
+      
+      <%= link_to new_family_export_path,
+          class: "bg-container-inset flex items-center justify-center gap-2 text-secondary mt-1 hover:bg-container-inset-hover rounded-lg px-4 py-2 w-full text-center",
+          data: { turbo_frame: :modal } do %>
+        <%= icon("plus") %>
+        <%= t(".new_export") %>
+      <% end %>
     </div>
   <% end %>
-</div>
+<% 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(".preferences_label"), path: settings_preferences_path, icon: "bolt" },
-      { label: t(".imports_label"), path: imports_path, icon: "download" }
+      { 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 +1,95 @@
+<%= content_for :page_title, t(".page_title") %>
+
+<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><%= t(".openai_label") %></p>
+    </div>
+
+    <div class="bg-container rounded-lg shadow-border-xs">
+      <div class="space-y-4 p-4">
+        <!-- Main System Prompt 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 "message-circle" %>
+            </div>
+            <div>
+              <p class="text-sm font-medium text-primary"><%= t(".main_system_prompt.title") %></p>
+              <p class="text-xs text-secondary"><%= t(".main_system_prompt.subtitle") %></p>
+            </div>
+          </div>
+          
+          <div class="pl-12 space-y-2">
+            <details class="group">
+              <summary class="flex items-center gap-2 cursor-pointer">
+                <span class="text-xs font-medium text-primary uppercase"><%= t(".prompt_instructions") %></span>
+                <%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
+              </summary>
+              <pre class="whitespace-pre-wrap text-xs font-mono text-primary">[<%= Provider::Openai::MODELS.join(", ") %>]</pre>
+              <div class="mt-2 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[:instructions] %></pre>
+              </div>
+            </details>
+          </div>
+        </div>
+
+        <div class="border-t border-primary"></div>
+
+        <!-- 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"><%= t(".transaction_categorizer.title") %></p>
+              <p class="text-xs text-secondary"><%= t(".transaction_categorizer.subtitle") %></p>
+            </div>
+          </div>
+          
+          <div class="pl-12 space-y-2">
+            <details class="group">
+              <summary class="flex items-center gap-2 cursor-pointer">
+                <span class="text-xs font-medium text-primary uppercase"><%= t(".prompt_instructions") %></span>
+                <%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
+              </summary>
+              <pre class="whitespace-pre-wrap text-xs font-mono text-primary">[<%= Provider::Openai::AutoCategorizer::DEFAULT_MODEL %>]</pre>
+              <div class="mt-2 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>
+            </details>
+          </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"><%= t(".merchant_detector.title") %></p>
+              <p class="text-xs text-secondary"><%= t(".merchant_detector.subtitle") %></p>
+            </div>
+          </div>
+          
+          <div class="pl-12 space-y-2">
+            <details class="group">
+              <summary class="flex items-center gap-2 cursor-pointer">
+                <span class="text-xs font-medium text-primary uppercase"><%= t(".prompt_instructions") %></span>
+                <%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
+              </summary>
+              <pre class="whitespace-pre-wrap text-xs font-mono text-primary">[<%= Provider::Openai::AutoMerchantDetector::DEFAULT_MODEL %>]</pre>
+              <div class="mt-2 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>
+            </details>
+          </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"
       ) %>

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

@@ -1,7 +1,9 @@
-<%= content_for :page_title, "API Key" %>
-
 <% if @newly_created && @plain_key %>
-  <%= settings_section title: "API Key Created Successfully", subtitle: "Your new API key has been generated successfully." do %>
+  <header class="flex items-center justify-between">
+    <h1 class="text-primary text-xl font-medium">API Key Created Successfully</h1>
+  </header>
+
+  <div class="bg-container rounded-xl shadow-border-xs p-4">
     <div class="space-y-4">
       <div class="p-3 shadow-border-xs bg-container rounded-lg">
         <div class="flex items-start gap-3">
@@ -51,9 +53,18 @@
         ) %>
       </div>
     </div>
-  <% end %>
+  </div>
 <% elsif @current_api_key %>
-  <%= settings_section title: "Your API Key", subtitle: "Manage your API key for programmatic access to your Maybe data." do %>
+  <header class="flex items-center justify-between">
+    <h1 class="text-primary text-xl font-medium">Your API Key</h1>
+    <%= render DS::Link.new(
+      text: "Create New Key",
+      href: new_settings_api_key_path(regenerate: true),
+      variant: "secondary"
+    ) %>
+  </header>
+
+  <div class="bg-container rounded-xl shadow-border-xs p-4">
     <div class="space-y-4">
       <div class="p-3 shadow-border-xs bg-container rounded-lg flex justify-between items-center">
         <div class="flex items-center gap-3">
@@ -122,13 +133,7 @@
         </div>
       </div>
 
-      <div class="flex flex-col sm:flex-row gap-3 pt-4 border-t border-primary">
+      <div class="flex justify-end pt-4 border-t border-primary">
-        <%= render DS::Link.new(
-          text: "Create New Key",
-          href: new_settings_api_key_path(regenerate: true),
-          variant: "secondary"
-        ) %>
-
         <%= render DS::Button.new(
           text: "Revoke Key",
           href: settings_api_key_path,
@@ -140,9 +145,18 @@
         ) %>
       </div>
     </div>
-  <% end %>
+  </div>
 <% else %>
-  <%= settings_section title: "Create Your API Key", subtitle: "Get programmatic access to your Maybe data" do %>
+  <header class="flex items-center justify-between">
+    <h1 class="text-primary text-xl font-medium">API Key</h1>
+    <%= render DS::Link.new(
+      text: "Create API Key",
+      href: new_settings_api_key_path,
+      variant: "primary"
+    ) %>
+  </header>
+
+  <div class="bg-container rounded-xl shadow-border-xs p-4">
     <div class="space-y-4">
       <div class="p-3 shadow-border-xs bg-container rounded-lg">
         <div class="flex items-start gap-3">
@@ -179,14 +193,6 @@
           </li>
         </ul>
       </div>
-
-      <div class="flex justify-start">
-        <%= render DS::Link.new(
-          text: "Create API Key",
-          href: new_settings_api_key_path,
-          variant: "primary"
-        ) %>
-      </div>
     </div>
-  <% end %>
+  </div>
 <% end %>

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

@@ -0,0 +1,5 @@
+<%= content_for :page_title, "Guides" %>
+
+<div class="bg-container rounded-xl shadow-border-xs p-4 prose prose-sm max-w-none">
+  <%= @guide_content.html_safe %>
+</div>

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

@@ -122,29 +122,6 @@
   </div>
 <% end %>
 
-<% if Current.user.admin? %>
-  <%= settings_section title: "Data Import/Export" do %>
-    <div class="space-y-4">
-      <div class="flex gap-4 items-center">
-        <%= render DS::Link.new(
-          text: "Export data",
-          icon: "database",
-          href: new_family_export_path,
-          variant: "secondary",
-          full_width: true,
-          data: { turbo_frame: :modal }
-        ) %>
-      </div>
-
-      <%= turbo_frame_tag "family_exports", src: family_exports_path, loading: :lazy do %>
-        <div class="mt-4 text-center text-secondary">
-          <div class="animate-spin inline-block h-4 w-4 border-2 border-secondary border-t-transparent rounded-full"></div>
-        </div>
-      <% end %>
-    </div>
-  <% end %>
-<% end %>
-
 <%= settings_section title: t(".danger_zone_title") do %>
   <div class="space-y-4">
     <% if Current.user.admin? %>

app/views/users/_user_menu.html.erb

@@ -30,7 +30,7 @@
       <% end %>
     <% end %>
 
-    <% menu.with_item(variant: "link", text: "Settings", icon: "settings", href: settings_profile_path(return_to: request.fullpath)) %>
+    <% menu.with_item(variant: "link", text: "Settings", icon: "settings", href: accounts_path(return_to: request.fullpath)) %>
     <% menu.with_item(variant: "link", text: "Changelog", icon: "box", href: changelog_path) %>
 
     <% if self_hosted? %>

config/locales/views/family_exports/en.yml

@@ -0,0 +1,7 @@
+---
+en:
+  family_exports:
+    list:
+      in_progress: In progress
+      complete: Complete
+      failed: Failed

config/locales/views/family_exports/nb.yml

@@ -0,0 +1,7 @@
+---
+nb:
+  family_exports:
+    list:
+      in_progress: Pågår
+      complete: Fullført
+      failed: Mislykket

config/locales/views/family_exports/tr.yml

@@ -0,0 +1,7 @@
+---
+tr:
+  family_exports:
+    list:
+      in_progress: Devam ediyor
+      complete: Tamamlandı
+      failed: Başarısız

config/locales/views/imports/en.yml

@@ -58,7 +58,7 @@ en:
   imports:
     empty:
       message: No imports yet.
-      new: New import
+      new: New Import
     import:
       complete: Complete
       delete: Delete
@@ -71,8 +71,11 @@ en:
       view: View
     index:
       imports: Imports
-      new: New import
+      new: New Import
-      title: Imports
+      title: Import/Export
+      exports: Exports
+      new_export: New Export
+      no_exports: No exports yet.
     new:
       description: You can manually import various types of data via CSV or use one
         of our import templates like Mint.

config/locales/views/imports/nb.yml

@@ -1,90 +1,93 @@
----
+---
-nb:
+nb:
-  import:
+  import:
-    cleans:
+    cleans:
-      show:
+      show:
-        description: Rediger dataene dine i tabellen nedenfor. Røde celler er ugyldige.
+        description: Rediger dataene dine i tabellen nedenfor. Røde celler er ugyldige.
-        errors_notice: Du har feil i dataene dine. Hold musepekeren over feilen for å se
+        errors_notice: Du har feil i dataene dine. Hold musepekeren over feilen for å se
-          detaljer.
+          detaljer.
-        errors_notice_mobile: Du har feil i dataene dine. Trykk på feilverktøytipset for å se
+        errors_notice_mobile: Du har feil i dataene dine. Trykk på feilverktøytipset for å se
-          detaljer.
+          detaljer.
-        title: Rengjør dataene dine
+        title: Rengjør dataene dine
-    configurations:
+    configurations:
-      mint_import:
+      mint_import:
-        date_format_label: Datoformat
+        date_format_label: Datoformat
-      show:
+      show:
-        description: Velg kolonnene som tilsvarer hvert felt i CSV-filen din.
+        description: Velg kolonnene som tilsvarer hvert felt i CSV-filen din.
-        title: Konfigurer importen din
+        title: Konfigurer importen din
-      trade_import:
+      trade_import:
-        date_format_label: Datoformat
+        date_format_label: Datoformat
-      transaction_import:
+      transaction_import:
-        date_format_label: Datoformat
+        date_format_label: Datoformat
-    confirms:
+    confirms:
-      mappings:
+      mappings:
-        create_account: Opprett konto
+        create_account: Opprett konto
-        csv_mapping_label: "%{mapping} i CSV"
+        csv_mapping_label: "%{mapping} i CSV"
-        maybe_mapping_label: "%{mapping} i Sure"
+        maybe_mapping_label: "%{mapping} i Sure"
-        no_accounts: Du har ingen kontoer ennå. Vennligst opprett en konto som
+        no_accounts: Du har ingen kontoer ennå. Vennligst opprett en konto som
-          vi kan bruke for (utilordnede) rader i CSV-filen din eller gå tilbake til Rengjør-trinnet
+          vi kan bruke for (utilordnede) rader i CSV-filen din eller gå tilbake til Rengjør-trinnet
-          og oppgi et kontonavn vi kan bruke.
+          og oppgi et kontonavn vi kan bruke.
-        rows_label: Rader
+        rows_label: Rader
-        unassigned_account: Trenger å opprette en ny konto for utilordnede rader?
+        unassigned_account: Trenger å opprette en ny konto for utilordnede rader?
-      show:
+      show:
-        account_mapping_description: Tilordne alle kontoene i den importerte filen din til
+        account_mapping_description: Tilordne alle kontoene i den importerte filen din til
-          Maybes eksisterende kontoer. Du kan også legge til nye kontoer eller la dem
+          Maybes eksisterende kontoer. Du kan også legge til nye kontoer eller la dem
-          være ukategorisert.
+          være ukategorisert.
-        account_mapping_title: Tilordne kontoene dine
+        account_mapping_title: Tilordne kontoene dine
-        account_type_mapping_description: Tilordne alle kontotypene i den importerte filen din til
+        account_type_mapping_description: Tilordne alle kontotypene i den importerte filen din til
-          Maybes
+          Maybes
-        account_type_mapping_title: Tilordne kontotypene dine
+        account_type_mapping_title: Tilordne kontotypene dine
-        category_mapping_description: Tilordne alle kategoriene i den importerte filen din til
+        category_mapping_description: Tilordne alle kategoriene i den importerte filen din til
-          Maybes eksisterende kategorier. Du kan også legge til nye kategorier eller la dem
+          Maybes eksisterende kategorier. Du kan også legge til nye kategorier eller la dem
-          være ukategorisert.
+          være ukategorisert.
-        category_mapping_title: Tilordne kategoriene dine
+        category_mapping_title: Tilordne kategoriene dine
-        tag_mapping_description: Tilordne alle tagene i den importerte filen din til
+        tag_mapping_description: Tilordne alle tagene i den importerte filen din til
-          Maybes eksisterende tagger. Du kan også legge til nye tagger eller la dem
+          Maybes eksisterende tagger. Du kan også legge til nye tagger eller la dem
-          være ukategorisert.
+          være ukategorisert.
-        tag_mapping_title: Tilordne tagene dine
+        tag_mapping_title: Tilordne tagene dine
-    uploads:
+    uploads:
-      show:
+      show:
-        description: Lim inn eller last opp CSV-filen din nedenfor. Vennligst gjennomgå instruksjonene
+        description: Lim inn eller last opp CSV-filen din nedenfor. Vennligst gjennomgå instruksjonene
-          i tabellen nedenfor før du begynner.
+          i tabellen nedenfor før du begynner.
-        instructions_1: Nedenfor er et eksempel på CSV med kolonner tilgjengelig for import.
+        instructions_1: Nedenfor er et eksempel på CSV med kolonner tilgjengelig for import.
-        instructions_2: CSV-filen din må ha en overskriftsrad
+        instructions_2: CSV-filen din må ha en overskriftsrad
-        instructions_3: Du kan navngi kolonnene dine hva du vil. Du vil tilordne
+        instructions_3: Du kan navngi kolonnene dine hva du vil. Du vil tilordne
-          dem på et senere trinn.
+          dem på et senere trinn.
-        instructions_4: Kolonner merket med en stjerne (*) er obligatoriske data.
+        instructions_4: Kolonner merket med en stjerne (*) er obligatoriske data.
-        instructions_5: Ingen komma, ingen valutasymboler og ingen parenteser i tall.
+        instructions_5: Ingen komma, ingen valutasymboler og ingen parenteser i tall.
-        title: Importer dataene dine
+        title: Importer dataene dine
-  imports:
+  imports:
-    empty:
+    empty:
-      message: Ingen importer ennå.
+      message: Ingen importer ennå.
-      new: Ny import
+      new: Ny Import
-    import:
+    import:
-      complete: Fullført
+      complete: Fullført
-      delete: Slett
+      delete: Slett
-      failed: Mislykket
+      failed: Mislykket
-      in_progress: Pågår
+      in_progress: Pågår
-      label: "%{type}: %{datetime}"
+      label: "%{type}: %{datetime}"
-      revert_failed: Tilbakestilling mislykket
+      revert_failed: Tilbakestilling mislykket
-      reverting: Tilbakestiller
+      reverting: Tilbakestiller
-      uploading: Behandler rader
+      uploading: Behandler rader
-      view: Vis
+      view: Vis
-    index:
+    index:
-      imports: Importer
+      imports: Importer
-      new: Ny import
+      new: Ny Import
-      title: Importer
+      title: Importer
-    new:
+      exports: Eksporter
-      description: Du kan manuelt importere ulike typer data via CSV eller bruke en av
+      new_export: Ny Eksport
-        våre importmaler som Mint.
+      no_exports: Ingen eksporter ennå.
-      import_accounts: Importer kontoer
+    new:
-      import_mint: Importer fra Mint
+      description: Du kan manuelt importere ulike typer data via CSV eller bruke en av
-      import_portfolio: Importer investeringer
+        våre importmaler som Mint.
-      import_transactions: Importer transaksjoner
+      import_accounts: Importer kontoer
-      resume: Fortsett %{type}
+      import_mint: Importer fra Mint
-      sources: Kilder
+      import_portfolio: Importer investeringer
-      title: Ny CSV-import
+      import_transactions: Importer transaksjoner
-    ready:
+      resume: Fortsett %{type}
-      description: Her er en oppsummering av de nye elementene som vil bli lagt til kontoen din
+      sources: Kilder
-        når du publiserer denne importen.
+      title: Ny CSV-import
+    ready:
+      description: Her er en oppsummering av de nye elementene som vil bli lagt til kontoen din
+        når du publiserer denne importen.
       title: Bekreft importdataene dine

config/locales/views/imports/tr.yml

@@ -46,7 +46,7 @@ tr:
   imports:
     empty:
       message: Henüz hiç içe aktarma yok.
-      new: Yeni içe aktarma
+      new: Yeni İçe Aktarma
     import:
       complete: Tamamlandı
       delete: Sil
@@ -59,8 +59,11 @@ tr:
       view: Görüntüle
     index:
       imports: İçe aktarmalar
-      new: Yeni içe aktarma
+      new: Yeni İçe Aktarma
       title: İçe aktarmalar
+      exports: Dışa aktarmalar
+      new_export: Yeni Dışa Aktarma
+      no_exports: Henüz hiç dışa aktarma yok.
     new:
       description: Farklı veri türlerini CSV ile manuel olarak içe aktarabilir veya Mint gibi içe aktarma şablonlarımızı kullanabilirsiniz.
       import_accounts: Hesapları içe aktar

config/locales/views/settings/api_keys/en.yml

@@ -14,7 +14,7 @@ en:
       show:
         title: "API Key Management"
       no_api_key:
-        title: "Create Your API Key"
+        title: "API Key"
         description: "Get programmatic access to your Maybe data with a secure API key."
         what_you_can_do: "What you can do with the API:"
         feature_1: "Access your account data programmatically"

config/locales/views/settings/en.yml

@@ -1,6 +1,20 @@
 ---
 en:
   settings:
+    ai_prompts:
+      show:
+        page_title: AI Prompts
+        openai_label: OpenAI
+        prompt_instructions: Prompt Instructions
+        main_system_prompt:
+          title: Main System Prompt
+          subtitle: Core instructions that define how the AI assistant behaves in all chat conversations
+        transaction_categorizer:
+          title: Transaction Categorizer
+          subtitle: AI automatically categorizes your transactions based on your defined categories
+        merchant_detector:
+          title: Merchant Detector
+          subtitle: AI identifies and enriches transaction data with merchant information
     billings:
       show:
         page_title: Billing
@@ -59,10 +73,10 @@ en:
         invitation_link: Invitation link
         invite_member: Add member
         last_name: Last Name
-        page_title: Account
+        page_title: Profile Info
         pending: Pending
         profile_subtitle: Customize how you appear on Sure
-        profile_title: Profile
+        profile_title: Personal
         remove_invitation: Remove Invitation
         remove_member: Remove Member
         save: Save
@@ -71,24 +85,27 @@ en:
         page_title: Security
     settings_nav:
       accounts_label: Accounts
+      advanced_section_title: Advanced
+      ai_prompts_label: AI Prompts
       api_key_label: API Key
       billing_label: Billing
       categories_label: Categories
       feedback_label: Feedback
       general_section_title: General
-      imports_label: Imports
+      imports_label: Import/Export
       logout: Logout
       merchants_label: Merchants
+      guides_label: Guides
       other_section_title: More
       preferences_label: Preferences
-      profile_label: Account
+      profile_label: Profile Info
       rules_label: Rules
       security_label: Security
       self_hosting_label: Self-Hosting
       tags_label: Tags
       transactions_section_title: Transactions
       whats_new_label: What's new
-      api_keys_label: API Keys
+      api_keys_label: API Key
       bank_sync_label: Bank Sync
     settings_nav_link_large:
       next: Next

config/locales/views/settings/nb.yml

@@ -1,96 +1,97 @@
----
+---
-nb:
+nb:
-  settings:
+  settings:
-    billings:
+    billings:
-      show:
+      show:
-        page_title: Fakturering
+        page_title: Fakturering
-        subscription_subtitle: Oppdater abonnementet og faktureringsdetaljene dine
+        subscription_subtitle: Oppdater abonnementet og faktureringsdetaljene dine
-        subscription_title: Administrer abonnement
+        subscription_title: Administrer abonnement
-    preferences:
+    preferences:
-      show:
+      show:
-        country: Land
+        country: Land
-        currency: Valuta
+        currency: Valuta
-        date_format: Datoformat
+        date_format: Datoformat
-        general_subtitle: Konfigurer preferansene dine
+        general_subtitle: Konfigurer preferansene dine
-        general_title: Generelt
+        general_title: Generelt
-        default_period: Standardperiode
+        default_period: Standardperiode
-        language: Språk
+        language: Språk
-        page_title: Preferanser
+        page_title: Preferanser
-        theme_dark: Mørk
+        theme_dark: Mørk
-        theme_light: Lys
+        theme_light: Lys
-        theme_subtitle: Velg et foretrukket tema for appen
+        theme_subtitle: Velg et foretrukket tema for appen
-        theme_system: System
+        theme_system: System
-        theme_title: Tema
+        theme_title: Tema
-        timezone: Tidssone
+        timezone: Tidssone
-    profiles:
+    profiles:
-      destroy:
+      destroy:
-        cannot_remove_self: Du kan ikke fjerne deg selv fra din egen konto.
+        cannot_remove_self: Du kan ikke fjerne deg selv fra din egen konto.
-        member_removal_failed: Det oppsto et problem med å fjerne medlemmet.
+        member_removal_failed: Det oppsto et problem med å fjerne medlemmet.
-        member_removed: Medlemmet ble fjernet vellykket.
+        member_removed: Medlemmet ble fjernet vellykket.
-        not_authorized: Du er ikke autorisert til å fjerne medlemmer.
+        not_authorized: Du er ikke autorisert til å fjerne medlemmer.
-      show:
+      show:
-        confirm_delete:
+        confirm_delete:
-          body: Er du sikker på at du vil permanent slette kontoen din? Denne handlingen er irreversibel.
+          body: Er du sikker på at du vil permanent slette kontoen din? Denne handlingen er irreversibel.
-          title: Slett konto?
+          title: Slett konto?
-        confirm_reset:
+        confirm_reset:
-          body: Er du sikker på at du vil tilbakestille kontoen din? Dette vil slette alle kontoene dine, kategorier, forhandlere, tagger og andre data. Denne handlingen kan ikke angres.
+          body: Er du sikker på at du vil tilbakestille kontoen din? Dette vil slette alle kontoene dine, kategorier, forhandlere, tagger og andre data. Denne handlingen kan ikke angres.
-          title: Tilbakestill konto?
+          title: Tilbakestill konto?
-        confirm_remove_invitation:
+        confirm_remove_invitation:
-          body: Er du sikker på at du vil fjerne invitasjonen for %{email}?
+          body: Er du sikker på at du vil fjerne invitasjonen for %{email}?
-          title: Fjern invitasjon
+          title: Fjern invitasjon
-        confirm_remove_member:
+        confirm_remove_member:
-          body: Er du sikker på at du vil fjerne %{name} fra kontoen din?
+          body: Er du sikker på at du vil fjerne %{name} fra kontoen din?
-          title: Fjern medlem
+          title: Fjern medlem
-        danger_zone_title: Fareområde
+        danger_zone_title: Fareområde
-        delete_account: Slett konto
+        delete_account: Slett konto
-        delete_account_warning: Sletting av kontoen din vil permanent fjerne alle
+        delete_account_warning: Sletting av kontoen din vil permanent fjerne alle
-          dataene dine og kan ikke angres.
+          dataene dine og kan ikke angres.
-        reset_account: Tilbakestill konto
+        reset_account: Tilbakestill konto
-        reset_account_warning: Tilbakestilling av kontoen din vil slette alle kontoene dine, kategorier, forhandlere, tagger og andre data, men beholde brukerkontoen din intakt.
+        reset_account_warning: Tilbakestilling av kontoen din vil slette alle kontoene dine, kategorier, forhandlere, tagger og andre data, men beholde brukerkontoen din intakt.
-        email: E-post
+        email: E-post
-        first_name: Fornavn
+        first_name: Fornavn
-        household_form_input_placeholder: Angi husholdningsnavn
+        household_form_input_placeholder: Angi husholdningsnavn
-        household_form_label: Husholdningsnavn
+        household_form_label: Husholdningsnavn
-        household_subtitle: Inviter familiemedlemmer, partnere og andre individer.  Inviterte
+        household_subtitle: Inviter familiemedlemmer, partnere og andre individer.  Inviterte
-          kan logge inn på husholdningen din og få tilgang til dine delte kontoer.
+          kan logge inn på husholdningen din og få tilgang til dine delte kontoer.
-        household_title: Husholdning
+        household_title: Husholdning
-        invitation_link: Invitasjonslenke
+        invitation_link: Invitasjonslenke
-        invite_member: Legg til medlem
+        invite_member: Legg til medlem
-        last_name: Etternavn
+        last_name: Etternavn
-        page_title: Konto
+        page_title: Konto
-        pending: Venter
+        pending: Venter
-        profile_subtitle: Tilpass hvordan du vises på Sure
+        profile_subtitle: Tilpass hvordan du vises på Sure
-        profile_title: Profil
+        profile_title: Profil
-        remove_invitation: Fjern invitasjon
+        remove_invitation: Fjern invitasjon
-        remove_member: Fjern medlem
+        remove_member: Fjern medlem
-        save: Lagre
+        save: Lagre
-    securities:
+    securities:
-      show:
+      show:
-        page_title: Sikkerhet
+        page_title: Sikkerhet
-    settings_nav:
+    settings_nav:
-      accounts_label: Kontoer
+      accounts_label: Kontoer
-      api_key_label: API-nøkkel
+      api_key_label: API-nøkkel
-      billing_label: Fakturering
+      advanced_section_title: Avansert
-      categories_label: Kategorier
+      billing_label: Fakturering
-      feedback_label: Tilbakemelding
+      categories_label: Kategorier
-      general_section_title: Generelt
+      feedback_label: Tilbakemelding
-      imports_label: Importer
+      general_section_title: Generelt
-      logout: Logg ut
+      imports_label: Importer
-      merchants_label: Forhandlere
+      logout: Logg ut
-      other_section_title: Mer
+      merchants_label: Forhandlere
-      preferences_label: Preferanser
+      other_section_title: Mer
-      profile_label: Konto
+      preferences_label: Preferanser
-      rules_label: Regler
+      profile_label: Konto
-      security_label: Sikkerhet
+      rules_label: Regler
-      self_hosting_label: Selvhosting
+      security_label: Sikkerhet
-      tags_label: Tagger
+      self_hosting_label: Selvhosting
-      transactions_section_title: Transaksjoner
+      tags_label: Tagger
-      whats_new_label: Hva er nytt
+      transactions_section_title: Transaksjoner
-    settings_nav_link_large:
+      whats_new_label: Hva er nytt
-      next: Neste
+    settings_nav_link_large:
-      previous: Tilbake
+      next: Neste
-    user_avatar_field:
+      previous: Tilbake
-      accepted_formats: JPG eller PNG. 5MB maks.
+    user_avatar_field:
-      choose: Last opp bilde
+      accepted_formats: JPG eller PNG. 5MB maks.
-      choose_label: (valgfritt)
+      choose: Last opp bilde
+      choose_label: (valgfritt)
       change: Endre bilde

config/locales/views/settings/tr.yml

@@ -68,6 +68,7 @@ tr:
     settings_nav:
       accounts_label: Hesaplar
       api_key_label: API Anahtarı
+      advanced_section_title: Gelişmiş
       billing_label: Faturalandırma
       categories_label: Kategoriler
       feedback_label: Geri Bildirim

config/routes.rb

@@ -24,7 +24,7 @@ Rails.application.routes.draw do
     end
   end
 
-  resources :family_exports, only: %i[new create index] do
+  resources :family_exports, only: %i[new create index destroy] do
     member do
       get :download
     end
@@ -63,6 +63,8 @@ Rails.application.routes.draw do
     resource :billing, only: :show
     resource :security, only: :show
     resource :api_key, only: [ :show, :new, :create, :destroy ]
+    resource :ai_prompts, only: :show
+    resource :guides, only: :show
     resource :bank_sync, only: :show, controller: "bank_sync"
   end
 

docs/onboarding/guide.md

@@ -0,0 +1,160 @@
+# Welcome to Sure!
+
+This guide aims to assist new users through:
+
+1. Creating a Sure account
+2. Adding your first accounts
+3. Recording transactions
+
+This guide also covers the differences between **asset** and **liability** accounts, a key concept for using and understanding balances in Sure!
+
+> [!IMPORTANT]
+> Sure is evolving quickly. If you find something inaccurate while following this guide, please:
+> 
+> - Ask in the [Discord](https://discord.gg/36ZGBsxYEK)
+> - Open an [issue](https://github.com/we-promise/sure/issues/new/choose)
+> - Or if you know the answer, open a [PR](https://github.com/we-promise/sure/compare)!
+
+
+## 1. Creating your Sure Account
+
+Once Sure is installed, open a browser and navigate to [localhost:3000](http://localhost:3000/sessions/new).<br />
+You will see the **login page** (pictured below). Since we do not have an account yet, click on **Sign Up** to begin. 
+
+<img width="2508" height="1314" alt="Landing page on a fresh install." src="https://github.com/user-attachments/assets/2319dc87-5615-4473-bebc-8360dd983367" />
+<br />
+<br />
+
+You’ll be guided through a short series of screens to set your **login details**, **personal information**, and **preferences**.<br />
+When you arrive at the main dashboard, showing **No accounts yet**, you’re all set up!
+
+<img width="2508" height="1314" alt="Blank home screen of Sure, with no accounts yet." src="https://github.com/user-attachments/assets/f06ba8e2-f188-4bf9-98a7-fdef724e9b5a" />
+<br />
+<br />
+
+> [!Note]
+> The next sections of this guide cover how to **manually add accounts and transactions** in Sure.<br />
+> If you’d like to use an integration with a data provider instead, see:
+> 
+> - **Lunch Flow** (WIP)
+> - [**Plaid**](/docs/hosting/plaid.md)
+> - **SimpleFin** (WIP)
+>
+> Even if you use an integration, we still recommend reading through this guide to understand **account types** and how they work in Sure.
+
+
+## 2. Account Types in Sure
+
+Sure supports several account types, which are grouped into **Assets** (things you own) and **Debts/Liabilities** (things you owe):
+
+| Assets      | Debts/Liabilities |
+| ----------- | ----------------- |
+| Cash        | Credit Card       |
+| Investment  | Loan              |
+| Crypto      | Other Liability   |
+| Property    |                   |
+| Vehicle     |                   |
+| Other Asset |                   |
+
+
+## 3. How Asset Accounts Work
+
+Cash, checking and savings accounts **increase** when you add money and **decrease** when you spend money.
+
+Example:
+
+- Starting balance: $500
+- Add an expense of $20 -> balance is now $480
+- Add an income of $100 -> balance is now $580
+
+
+## 4. How Debt Accounts Work (Liabilities)
+
+Liability accounts track how much money you **owe**, so the math can feel *backwards* compared to an asset account.
+
+**Key rule:**
+
+- **Positive Balances** = you owe money
+- **Negative balances** = the bank owes *you* (e.g. overpayment or refund)
+
+**Transactions behave like this:**
+
+- **Expenses** (e.g. purchases) => increase your debt (you owe more)
+- **Payments or refunds** => decrease your debt (you owe less)
+
+Credit Card example:
+
+1. Balance: **$200 owed**
+2. Spend $20 => You now owe $220 (balance goes *up* in red)
+3. Pay off $50 => You now owe $170 (balance goes *down* in green)
+
+Overpayment Example:
+
+1. Balance: -$44 (bank owes you $44)
+2. Spend $1 => Bank now owes you **$43** (balance shown as -$43, moving towards zero)
+
+> [!TIP]
+> Why does it work this way? This matches standard accounting and what your credit card provider shows online. Think of a liability balance as "**Amount Owed**", not "available cash."
+
+
+## 5. Quick Reference: Assets vs. Liability Behavior
+
+| Action           | Asset Account (e.g. Checking) | Liability Account (e.g. Credit Card) |
+| ---------------- | ----------------------------- | ------------------------------------ |
+| Spend $20        | Balance ↓ $20                 | Balance ↑ $20 (more debt)            |
+| Receive $50      | Balance ↑ $50                 | Balance ↓ $50 (less debt)            |
+| Negative Balance | Overdraft                     | Bank owes *you* money                |
+
+
+## 6. Adding Accounts
+
+For this example we'll add a **Savings Account**.<br />
+
+>[!TIP]
+>If you’re adding a **credit card**, **loan**, or any other **debt**, be sure to select a **Credit Card** or **Liability** account type instead of **Cash**. This will ensure balances update correctly and match what your bank shows.
+
+Most bank accounts (checking, savings, money market) are **Cash Accounts**
+1. Click **+ Add Account** → **Cash** → **Enter Account Balance**
+2. Fill in details such as:
+   - Account name
+   - Current Balance
+   - Account Subtype (This is where you specify checking, savings, or other)
+3. Click **Create Account** when you are ready to proceed.
+
+<img width="500" height="303" alt="Cash Account creation menu" src="https://github.com/user-attachments/assets/e564a447-c85e-403e-979b-efe770ea2a61" />
+<br />
+<br />
+
+Once created, you'll return to the **Home** screen.<br />
+You'll now see:
+- Your new cash account in the **Accounts** list (left side)
+- An overview of your accounts in the center, under the net worth bar.
+
+To get this bar moving let's add some transactions!
+
+<img width="2508" height="1314" alt="Home screen of Sure, showing one account and no transactions." src="https://github.com/user-attachments/assets/7766a0cd-6b20-48f0-9ba2-87dfddd77236" />
+
+## 7. Adding Transactions
+
+To add a transaction:
+1. Go to the **Transactions** page (left sidebar, under **Home**, above **Budgets**)
+2. Click **+ New Transaction** (top right)
+3. Choose the transaction type:
+   - **Expense** → Spending money
+   - **Income** → Receiving money
+   - **Transfer** → Move money between accounts
+4. Enter the details, then click **Add transaction**
+
+You will now see the transaction you added in your **transaction history**, as well as the **net worth chart** updating accordingly.
+
+<img width="500" height="512" alt="Filled-out expense form" src="https://github.com/user-attachments/assets/7c1d38d1-edb8-4d12-8b3e-bbef4836cc92" />
+
+## 8. Next Steps
+
+Now that you have one account and your first transaction:
+- Explore the other account types that Sure offers, adding ones relevant to your finances.
+- **Categorize** and **Tag** transactions for better searching and reporting.
+- Experiment with **Budgets** to track your spending habits.
+- If you have many historical transactions, use **Bulk Import** to load them in.
+
+More detailed user guides for these features are coming soon™.

test/controllers/family_exports_controller_test.rb

@@ -33,7 +33,7 @@ class FamilyExportsControllerTest < ActionDispatch::IntegrationTest
       post family_exports_path
     end
 
-    assert_redirected_to settings_profile_path
+    assert_redirected_to imports_path
     assert_equal "Export started. You'll be able to download it shortly.", flash[:notice]
 
     export = @family.family_exports.last
@@ -67,7 +67,87 @@ class FamilyExportsControllerTest < ActionDispatch::IntegrationTest
     export = @family.family_exports.create!(status: "processing")
 
     get download_family_export_path(export)
-    assert_redirected_to settings_profile_path
+    assert_redirected_to imports_path
     assert_equal "Export not ready for download", flash[:alert]
   end
+
+  test "admin can delete export" do
+    export = @family.family_exports.create!(status: "completed")
+
+    assert_difference "@family.family_exports.count", -1 do
+      delete family_export_path(export)
+    end
+
+    assert_redirected_to imports_path
+    assert_equal "Export deleted successfully", flash[:notice]
+  end
+
+  test "admin can delete export with attached file" do
+    export = @family.family_exports.create!(status: "completed")
+    export.export_file.attach(
+      io: StringIO.new("test zip content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    assert export.export_file.attached?
+    assert_difference "@family.family_exports.count", -1 do
+      delete family_export_path(export)
+    end
+
+    assert_redirected_to imports_path
+    assert_equal "Export deleted successfully", flash[:notice]
+  end
+
+  test "admin can delete failed export with attached file" do
+    export = @family.family_exports.create!(status: "failed")
+    export.export_file.attach(
+      io: StringIO.new("failed export content"),
+      filename: "failed.zip",
+      content_type: "application/zip"
+    )
+
+    assert export.export_file.attached?
+    assert_difference "@family.family_exports.count", -1 do
+      delete family_export_path(export)
+    end
+
+    assert_redirected_to imports_path
+    assert_equal "Export deleted successfully", flash[:notice]
+  end
+
+  test "export file is purged when export is deleted" do
+    export = @family.family_exports.create!(status: "completed")
+    export.export_file.attach(
+      io: StringIO.new("test zip content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    # Verify file is attached
+    assert export.export_file.attached?
+    file_id = export.export_file.id
+
+    # Delete the export
+    delete family_export_path(export)
+
+    # Verify the export record is gone
+    assert_not FamilyExport.exists?(export.id)
+
+    # Verify the Active Storage attachment is also gone
+    # Note: Active Storage purges files asynchronously with `dependent: :purge_later`
+    # In tests, we can check that the attachment record is gone
+    assert_not ActiveStorage::Attachment.exists?(file_id)
+  end
+
+  test "non-admin cannot delete export" do
+    export = @family.family_exports.create!(status: "completed")
+    sign_in @non_admin
+
+    assert_no_difference "@family.family_exports.count" do
+      delete family_export_path(export)
+    end
+
+    assert_redirected_to root_path
+  end
 end

test/models/family_export_test.rb

@@ -1,7 +1,131 @@
 require "test_helper"
 
 class FamilyExportTest < ActiveSupport::TestCase
-  # test "the truth" do
+  setup do
-  #   assert true
+    @family = families(:dylan_family)
-  # end
+    @export = @family.family_exports.create!
+  end
+
+  test "belongs to family" do
+    assert_equal @family, @export.family
+  end
+
+  test "has default status of pending" do
+    assert_equal "pending", @export.status
+  end
+
+  test "can have export file attached" do
+    @export.export_file.attach(
+      io: StringIO.new("test content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    assert @export.export_file.attached?
+    assert_equal "test.zip", @export.export_file.filename.to_s
+    assert_equal "application/zip", @export.export_file.content_type
+  end
+
+  test "filename is generated correctly" do
+    travel_to Time.zone.local(2024, 1, 15, 14, 30, 0) do
+      export = @family.family_exports.create!
+      expected_filename = "maybe_export_20240115_143000.zip"
+      assert_equal expected_filename, export.filename
+    end
+  end
+
+  test "downloadable? returns true for completed export with file" do
+    @export.update!(status: "completed")
+    @export.export_file.attach(
+      io: StringIO.new("test content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    assert @export.downloadable?
+  end
+
+  test "downloadable? returns false for pending export" do
+    @export.update!(status: "pending")
+    @export.export_file.attach(
+      io: StringIO.new("test content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    assert_not @export.downloadable?
+  end
+
+  test "downloadable? returns false for completed export without file" do
+    @export.update!(status: "completed")
+
+    assert_not @export.downloadable?
+  end
+
+  test "downloadable? returns false for failed export with file" do
+    @export.update!(status: "failed")
+    @export.export_file.attach(
+      io: StringIO.new("test content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    assert_not @export.downloadable?
+  end
+
+  test "export file is purged when export is destroyed" do
+    @export.export_file.attach(
+      io: StringIO.new("test content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    # Verify file is attached
+    assert @export.export_file.attached?
+    file_id = @export.export_file.id
+    blob_id = @export.export_file.blob.id
+
+    # Destroy the export
+    @export.destroy!
+
+    # Verify the export record is gone
+    assert_not FamilyExport.exists?(@export.id)
+
+    # Verify the Active Storage attachment is gone
+    assert_not ActiveStorage::Attachment.exists?(file_id)
+
+    # Note: Active Storage purges blobs asynchronously with dependent: :purge_later
+    # In tests, we can verify the attachment is gone, which is the immediate effect
+    # The blob will be purged in the background
+  end
+
+  test "can transition through statuses" do
+    assert_equal "pending", @export.status
+
+    @export.processing!
+    assert_equal "processing", @export.status
+
+    @export.completed!
+    assert_equal "completed", @export.status
+
+    @export.failed!
+    assert_equal "failed", @export.status
+  end
+
+  test "ordered scope returns exports in descending order" do
+    # Clear existing exports to avoid interference
+    @family.family_exports.destroy_all
+
+    # Create exports with specific timestamps
+    old_export = @family.family_exports.create!
+    old_export.update_column(:created_at, 2.days.ago)
+
+    new_export = @family.family_exports.create!
+    new_export.update_column(:created_at, 1.day.ago)
+
+    ordered_exports = @family.family_exports.ordered.to_a
+    assert_equal 2, ordered_exports.length
+    assert_equal new_export.id, ordered_exports.first.id
+    assert_equal old_export.id, ordered_exports.last.id
+  end
 end

test/system/settings/api_keys_test.rb

@@ -10,10 +10,9 @@ class Settings::ApiKeysTest < ApplicationSystemTestCase
   test "should show no API key state when user has no active keys" do
     visit settings_api_key_path
 
-    assert_text "Create Your API Key"
+    assert_text "API Key"
-    assert_text "Get programmatic access to your Maybe data"
-    assert_text "Access your account data programmatically"
     assert_link "Create API Key", href: new_settings_api_key_path
+    assert_text "Access your account data programmatically"
   end
 
   test "should navigate to create new API key form" do
@@ -33,7 +32,7 @@ class Settings::ApiKeysTest < ApplicationSystemTestCase
     fill_in "API Key Name", with: "Test Integration Key"
     choose "Read/Write"
 
-    click_button "Create API Key"
+    click_button "Save API Key"
 
     # Should redirect to show page with the API key details
     assert_current_path settings_api_key_path
@@ -100,7 +99,7 @@ class Settings::ApiKeysTest < ApplicationSystemTestCase
 
     fill_in "API Key Name", with: "New API Key"
     choose "Read Only"
-    click_button "Create API Key"
+    click_button "Save API Key"
 
     # Should redirect to show page with new key
     assert_text "New API Key"
@@ -133,8 +132,8 @@ class Settings::ApiKeysTest < ApplicationSystemTestCase
     # Wait for redirect after revoke
     assert_no_selector "#confirm-dialog"
 
-    assert_text "Create Your API Key"
+    assert_text "API Key"
-    assert_text "Get programmatic access to your Maybe data"
+    assert_text "Access your account data programmatically"
 
     # Key should be revoked in the database
     api_key.reload
@@ -167,7 +166,7 @@ class Settings::ApiKeysTest < ApplicationSystemTestCase
 
     # Try to submit without name
     choose "Read Only"
-    click_button "Create API Key"
+    click_button "Save API Key"
 
     # Should stay on form with validation error
     assert_current_path new_settings_api_key_path

test/system/settings_test.rb

@@ -5,13 +5,18 @@ class SettingsTest < ApplicationSystemTestCase
     sign_in @user = users(:family_admin)
 
     @settings_links = [
-      [ "Account", settings_profile_path ],
-      [ "Preferences", settings_preferences_path ],
       [ "Accounts", accounts_path ],
-      [ "Tags", tags_path ],
+      [ "Bank Sync", settings_bank_sync_path ],
+      [ "Preferences", settings_preferences_path ],
+      [ "Profile Info", settings_profile_path ],
+      [ "Security", settings_security_path ],
       [ "Categories", categories_path ],
+      [ "Tags", tags_path ],
+      [ "Rules", rules_path ],
       [ "Merchants", family_merchants_path ],
-      [ "Imports", imports_path ],
+      [ "AI Prompts", settings_ai_prompts_path ],
+      [ "API Key", settings_api_key_path ],
+      [ "Guides", settings_guides_path ],
       [ "What's new", changelog_path ],
       [ "Feedback", feedback_path ]
     ]
@@ -20,8 +25,8 @@ class SettingsTest < ApplicationSystemTestCase
   test "can access settings from sidebar" do
     VCR.use_cassette("git_repository_provider/fetch_latest_release_notes") do
       open_settings_from_sidebar
-      assert_selector "h1", text: "Account"
+      assert_selector "h1", text: "Accounts"
-      assert_current_path settings_profile_path, ignore_query: true
+      assert_current_path accounts_path, ignore_query: true
 
       @settings_links.each do |name, path|
         click_link name