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e290e3d4a1
* Implement recurring transactions support * Amount fix * Hide section when any filter is applied * Add automatic identify feature Automatic identification runs after: - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport) - Plaid sync completes - SimpleFIN sync completes - LunchFlow sync completes - Any new provider that we create. * Fix linter and tests * Fix address review * FIX proper text sizing * Fix further linter Use circular distance to handle month-boundary wrapping * normalize to a circular representation before computing the median * Better tests validation * Added some UI info Fix pattern identification, last recurrent transaction needs to happened within the last 45 days. * Fix styling * Revert text subdued look * Match structure of the other sections * Styling * Restore positive amounts styling * Shorten label for UI styling --------- Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
109 lines
5.0 KiB
Plaintext
109 lines
5.0 KiB
Plaintext
<%= content_for :page_title, t(".page_title") %>
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<% if Current.user.ai_enabled? %>
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<div class="mb-4 flex justify-end">
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<%= render DS::Button.new(
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text: t(".disable_ai"),
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href: user_path(Current.user),
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method: :patch,
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params: { user: { ai_enabled: false, redirect_to: "ai_prompts" } },
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data: { turbo: false },
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variant: :destructive
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) %>
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</div>
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<% end %>
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<div class="bg-container rounded-xl shadow-border-xs p-4">
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<div class="rounded-xl bg-container-inset space-y-1 p-1">
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<div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-secondary">
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<p><%= t(".openai_label") %></p>
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</div>
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<div class="bg-container rounded-lg shadow-border-xs">
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<div class="space-y-4 p-4">
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<!-- Main System Prompt Section -->
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<div class="space-y-3">
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<div class="flex items-center gap-3">
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<div class="w-9 h-9 rounded-full bg-gray-25 flex justify-center items-center">
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<%= icon "message-circle" %>
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</div>
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<div>
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<p class="text-sm font-medium text-primary"><%= t(".main_system_prompt.title") %></p>
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<p class="text-xs text-secondary"><%= t(".main_system_prompt.subtitle") %></p>
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</div>
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</div>
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<div class="pl-12 space-y-2">
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<details class="group">
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<summary class="flex items-center gap-2 cursor-pointer">
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<span class="text-xs font-medium text-primary uppercase"><%= t(".prompt_instructions") %></span>
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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</summary>
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<pre class="whitespace-pre-wrap text-xs font-mono text-primary">[<%= Provider::Openai::DEFAULT_MODEL %>]</pre>
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<div class="mt-2 px-3 py-2 bg-surface-default border border-primary rounded-lg">
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<pre class="whitespace-pre-wrap text-xs font-mono text-primary"><%= @assistant_config[:instructions] %></pre>
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</div>
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</details>
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</div>
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</div>
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<div class="border-t border-primary"></div>
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<!-- Auto-Categorization Section -->
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<div class="space-y-3">
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<div class="flex items-center gap-3">
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<div class="w-9 h-9 rounded-full bg-gray-25 flex justify-center items-center">
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<%= icon "brain" %>
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</div>
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<div>
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<p class="text-sm font-medium text-primary"><%= t(".transaction_categorizer.title") %></p>
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<p class="text-xs text-secondary"><%= t(".transaction_categorizer.subtitle") %></p>
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</div>
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</div>
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<div class="pl-12 space-y-2">
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<details class="group">
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<summary class="flex items-center gap-2 cursor-pointer">
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<span class="text-xs font-medium text-primary uppercase"><%= t(".prompt_instructions") %></span>
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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</summary>
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<pre class="whitespace-pre-wrap text-xs font-mono text-primary">[<%= Provider::Openai::DEFAULT_MODEL %>]</pre>
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<div class="mt-2 px-3 py-2 bg-surface-default border border-primary rounded-lg">
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<pre class="whitespace-pre-wrap text-xs font-mono text-primary"><%= @assistant_config[:auto_categorizer]&.instructions || Provider::Openai::AutoCategorizer.new(nil).instructions %></pre>
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</div>
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</details>
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</div>
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</div>
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<div class="border-t border-primary"></div>
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<!-- Merchant Detection Section -->
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<div class="space-y-3">
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<div class="flex items-center gap-3">
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<div class="w-9 h-9 rounded-full bg-gray-25 flex justify-center items-center">
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<%= icon "store" %>
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</div>
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<div>
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<p class="text-sm font-medium text-primary"><%= t(".merchant_detector.title") %></p>
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<p class="text-xs text-secondary"><%= t(".merchant_detector.subtitle") %></p>
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</div>
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</div>
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<div class="pl-12 space-y-2">
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<details class="group">
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<summary class="flex items-center gap-2 cursor-pointer">
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<span class="text-xs font-medium text-primary uppercase"><%= t(".prompt_instructions") %></span>
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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</summary>
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<pre class="whitespace-pre-wrap text-xs font-mono text-primary">[<%= Provider::Openai::DEFAULT_MODEL %>]</pre>
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<div class="mt-2 px-3 py-2 bg-surface-default border border-primary rounded-lg">
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<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>
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</div>
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</details>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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