Bump to v0.1.0-alpha.17

Signed-off-by: Zach Gollwitzer <zach@maybe.co>

.ai/cursorrules.md

@@ -0,0 +1,64 @@
+<!-- Copy this file to .cursorrules in the root of the project on your local machine if you'd like to use these rules with Cursor. -->
+
+You are an expert in Ruby, Ruby on Rails, Postgres, Tailwind, Stimulus, Hotwire and Turbo and always use the latest stable versions of those technologies.
+
+**Code Style and Structure**
+- Write concise, technical Ruby code with accurate examples.
+- Prefer iteration and modularization over code duplication.
+- Use descriptive variable names with auxiliary verbs (e.g., is_loading, has_error).
+- Structure files: models, controllers, views, helpers, services, jobs, mailers.
+
+**Naming Conventions**
+- Use snake_case for file names and directories (e.g., app/models/user_profile.rb).
+- Use CamelCase for classes and modules (e.g., UserProfile).
+
+**Ruby on Rails Usage**
+- Use Rails conventions for MVC structure.
+- Favor scopes over class methods for queries.
+- Use strong parameters for mass assignment protection.
+- Use partials to DRY up views.
+
+**Syntax and Formatting**
+- Use two spaces for indentation.
+- Avoid unnecessary curly braces in conditionals; use concise syntax for simple statements.
+- Use descriptive method names and keep methods short.
+
+**Commenting Code**
+- Write clear, concise comments to explain the purpose of individual functions and methods.
+- Use comments to describe the intent and functionality of complex logic.
+- Avoid redundant comments that state the obvious.
+
+**UI and Styling**
+- Use Tailwind CSS for styling.
+- Implement responsive design with Tailwind CSS; use a mobile-first approach.
+- Use Stimulus for JavaScript behavior.
+- Use Turbo for asynchronous actions and updates.
+
+**Performance Optimization**
+- Use eager loading to avoid N+1 queries.
+- Cache expensive queries and partials where appropriate.
+- Use background jobs for long-running tasks.
+- Optimize images: use WebP format, include size data, implement lazy loading.
+
+**Database Querying & Data Model Creation**
+- Use ActiveRecord for data querying and model creation.
+- Favor database constraints and indexes for data integrity and performance.
+- Use migrations to manage schema changes.
+
+**Key Conventions**
+- Follow Rails best practices for RESTful routing.
+- Optimize for performance and security.
+- Use environment variables for configuration.
+- Write tests for models, controllers, and features.
+
+**AI Guidelines**
+- Follow the user’s requirements carefully & to the letter.
+- Confirm, then write code!
+- Suggest solutions that I didn't think about—anticipate my needs
+- Focus on readability over being performant.
+- Fully implement all requested functionality.
+- Leave NO todo’s, placeholders or missing pieces.
+- Don't say things like "additional logic can be added here" — instead, add the logic.
+- Be concise. Minimize any other prose.
+- Consider new technologies and contrarian ideas, not just the conventional wisdom
+- If I ask for adjustments to code, do not repeat all of my code unnecessarily. Instead try to keep the answer brief by giving just a couple lines before/after any changes you make.

.devcontainer/Dockerfile

@@ -1,27 +1,5 @@
-# ARG RUBY_VERSION=3.3.0
-# FROM ruby:${RUBY_VERSION}-slim-bullseye
-
-# TODO - Uncomment the lines above when 3.3.1 is released.
-# This is a temporary fix for a bug found here (https://stackoverflow.com/questions/77725755/segmentation-fault-during-rails-assetsprecompile-on-apple-silicon-m3-with-rub)
-
-FROM debian:bullseye-slim as base
-
-# Install dependencies for building Ruby
-RUN apt-get update && apt-get install -y build-essential wget autoconf
-
-# Install ruby-install for installing Ruby
-RUN wget https://github.com/postmodern/ruby-install/releases/download/v0.9.3/ruby-install-0.9.3.tar.gz \
-  && tar -xzvf ruby-install-0.9.3.tar.gz \
-  && cd ruby-install-0.9.3/ \
-  && make install
-
-# Install Ruby 3.3.0 with the https://github.com/ruby/ruby/pull/9371 patch
-RUN ruby-install -p https://github.com/ruby/ruby/pull/9371.diff ruby 3.3.0
-
-# Make the Ruby binary available on the PATH
-ENV PATH="/opt/rubies/ruby-3.3.0/bin:${PATH}"
-
-# End TODO
+ARG RUBY_VERSION=3.3.4
+FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
   && apt-get -y install --no-install-recommends \

.editorconfig

@@ -0,0 +1,7 @@
+root = true
+
+[*]
+charset = utf-8
+end_of_line = lf
+indent_style = space
+indent_size = 2

.env.example

@@ -1,3 +1,7 @@
+# Custom port config
+# For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
+PORT=
+
 # Exchange Rate API
 # This is used to convert between different currencies in the app. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
 SYNTH_API_KEY=
@@ -9,7 +13,10 @@ SMTP_ADDRESS=
 SMTP_PORT=465
 SMTP_USERNAME=
 SMTP_PASSWORD=
-TLS=true
+SMTP_TLS_ENABLED=true
+
+# Email Configuration
+EMAIL_SENDER=
 
 # Database Configuration
 DB_HOST=localhost # May need to be changed to `DB_HOST=db` if using devcontainer
@@ -36,6 +43,13 @@ SELF_HOSTING_ENABLED=false
 # `localhost` (or unset) is used for local development and testing
 HOSTING_PLATFORM=localhost
 
+# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
+# Has to be a random string, generated eg. by running `openssl rand -hex 64`
+SECRET_KEY_BASE=secret-value
+
+# Disable enforcing SSL connections
+# DISABLE_SSL=true
+
 # ======================================================================================================
 # Upgrades Module - responsible for triggering upgrade alerts, prompts, and auto-upgrade functionality
 # ======================================================================================================
@@ -44,7 +58,7 @@ HOSTING_PLATFORM=localhost
 # UPGRADES_MODE: Controls how the app will upgrade. `manual` means the user must manually upgrade the app. `auto` means the app will upgrade automatically (great for self-hosting)
 # UPGRADES_TARGET: Controls what the app will upgrade to. `release` means the app will upgrade to the latest release. `commit` means the app will upgrade to the latest commit.
 #
-UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development 
+UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development
 UPGRADES_MODE=manual # `manual` or `auto`
 UPGRADES_TARGET=release # `release` or `commit`
 
@@ -53,6 +67,22 @@ UPGRADES_TARGET=release # `release` or `commit`
 # Git Repository Module - responsible for fetching latest commit data for upgrades
 # ======================================================================================================
 #
-GITHUB_REPO_OWNER=maybe-finance 
+GITHUB_REPO_OWNER=maybe-finance
 GITHUB_REPO_NAME=maybe
 GITHUB_REPO_BRANCH=main
+
+# ======================================================================================================
+# Active Storage Configuration - responsible for storing file uploads
+# ======================================================================================================
+#
+# * Defaults to disk storage but you can also use Amazon S3, Google Cloud Storage, or Microsoft Azure Storage.
+# * Set the appropriate environment variables to use these services.
+# * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
+#
+# Amazon S3
+# ==========
+# ACTIVE_STORAGE_SERVICE=amazon
+# S3_ACCESS_KEY_ID=
+# S3_SECRET_ACCESS_KEY=
+# S3_REGION= # defaults to `us-east-1` if not set
+# S3_BUCKET=

.env.test.example

@@ -0,0 +1,17 @@
+# ================
+# Data Providers
+# ---------------------------------------------------------------------------------
+# Uncomment and fill in live keys when you need to generate a VCR cassette fixture
+# ================
+
+# SYNTH_API_KEY=<add live key here>
+
+# ================
+# Miscellaneous
+# ================
+
+# Set to true if you want SimpleCov reports generated
+COVERAGE=false
+
+# Set to true to run test suite serially
+DISABLE_PARALLELIZATION=false

.github/DISCUSSION_TEMPLATE/feature-requests.yml

@@ -0,0 +1,22 @@
+title: Feature Request
+body:
+  - type: markdown
+    attributes:
+      value: |
+        Thanks for your interest in Maybe!  Please follow the template below to submit your feature request.  You can visit our [roadmap](https://github.com/orgs/maybe-finance/projects/13) to see what's currently planned.
+  - type: textarea
+    attributes:
+      label: Describe the feature
+      description: Provide a clear and concise description of the feature you would like.
+    validations:
+      required: true
+  - type: textarea
+    attributes:
+      label: Why is this feature important?
+      description: Tell us what specific problem(s) this feature solves for you or other users.
+    validations:
+      required: true
+  - type: textarea
+    attributes:
+      label: Additional context, screenshots, and relevant links
+      description: Provide additional info to help us evaluate whether this feature is a good fit for the product.

.github/ISSUE_TEMPLATE/bug_report.md

@@ -0,0 +1,27 @@
+---
+name: Bug report
+about: Create a report to help us improve
+title: 'Bug: '
+labels: ":bug: Bug"
+assignees: ''
+
+---
+
+**Describe the bug**
+A clear and concise description of what the bug is.
+
+**To Reproduce**
+Steps to reproduce the behavior:
+1. Go to '...'
+2. Click on '....'
+3. Scroll down to '....'
+4. See error
+
+**Expected behavior**
+A clear and concise description of what you expected to happen.
+
+**Screenshots / Recordings**
+If applicable, add screenshots or short video recordings to help show the bug in more detail.
+
+**Additional context**
+Add any other context about the problem here.

.github/ISSUE_TEMPLATE/other.md

@@ -0,0 +1,21 @@
+---
+name: Other
+about: All other issues
+title: ''
+labels: ''
+assignees: ''
+
+---
+
+**PLEASE READ before opening an issue:**
+
+- Is this a feature request?  Please [open a feature request discussion](https://github.com/maybe-finance/maybe/discussions/new?category=feature-requests).
+- Do you need help or have a question?  Please [open a discussion](https://github.com/maybe-finance/maybe/discussions/new/choose) or [join our Discord](https://link.maybe.co/discord) and post to the "help" channel.
+
+----------------------
+
+**Is this issue related to a problem?  Please describe.**
+
+**Describe the work that needs to be done to address this issue**
+
+**Additional context**

.github/workflows/ci.yml

@@ -1,9 +1,7 @@
 name: CI
 
 on:
-  pull_request:
-  push:
-    branches: [main]
+  workflow_call:
 
 jobs:
   scan_ruby:
@@ -61,6 +59,10 @@ jobs:
     runs-on: ubuntu-latest
     timeout-minutes: 10
 
+    env:
+      DATABASE_URL: postgres://postgres:postgres@localhost:5432
+      RAILS_ENV: test
+
     services:
       postgres:
         image: postgres
@@ -71,12 +73,6 @@ jobs:
           - 5432:5432
         options: --health-cmd="pg_isready" --health-interval=10s --health-timeout=5s --health-retries=3
 
-      # redis:
-      #   image: redis
-      #   ports:
-      #     - 6379:6379
-      #   options: --health-cmd "redis-cli ping" --health-interval 10s --health-timeout 5s --health-retries 5
-
     steps:
       - name: Install packages
         run: sudo apt-get update && sudo apt-get install --no-install-recommends -y google-chrome-stable curl libvips postgresql-client libpq-dev
@@ -90,17 +86,18 @@ jobs:
           ruby-version: .ruby-version
           bundler-cache: true
 
-      - name: Run tests and smoke test seed
-        env:
-          RAILS_ENV: test
-          DATABASE_URL: postgres://postgres:postgres@localhost:5432
-          # REDIS_URL: redis://localhost:6379/0
+      - name: DB setup and smoke test
         run: |
           bin/rails db:create
           bin/rails db:schema:load
-          bin/rails test:all
           bin/rails db:seed
 
+      - name: Unit and integration tests
+        run: bin/rails test
+
+      - name: System tests
+        run: DISABLE_PARALLELIZATION=true bin/rails test:system
+
       - name: Keep screenshots from failed system tests
         uses: actions/upload-artifact@v4
         if: failure()

.github/workflows/pr.yml

@@ -0,0 +1,8 @@
+name: Pull Request
+
+on:
+  pull_request:
+
+jobs:
+  ci:
+    uses: ./.github/workflows/ci.yml

.github/workflows/publish.yml

@@ -0,0 +1,73 @@
+name: Publish Docker image
+
+on:
+  push:
+    tags:
+      - 'v*'
+    branches:
+      - main
+
+env:
+  REGISTRY: ghcr.io
+  IMAGE_NAME: ${{ github.repository }}
+
+permissions:
+  contents: read
+
+jobs:
+  ci:
+    uses: ./.github/workflows/ci.yml
+
+  build:
+    name: Build docker image
+    needs: [ ci ]
+
+    runs-on: ubuntu-latest
+
+    permissions:
+      contents: read
+      packages: write
+
+    steps:
+      - name: Check out the repo
+        uses: actions/checkout@v4
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Log in to the container registry
+        uses: docker/login-action@v3
+        with:
+          registry: ${{ env.REGISTRY }}
+          username: ${{ github.actor }}
+          password: ${{ secrets.GITHUB_TOKEN }}
+
+      - name: Extract metadata for Docker
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
+          flavor: latest=auto
+          tags: |
+            type=sha,format=long
+            type=semver,pattern={{version}}
+            type=raw,value=latest,enable=${{ github.ref == 'refs/heads/main' }}
+            type=raw,value=stable,enable=${{ startsWith(github.ref, 'refs/tags/v') }}
+
+      - name: Build and push Docker image
+        uses: docker/build-push-action@v6
+        id: build
+        with:
+          context: .
+          push: true
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+          platforms: linux/amd64,linux/arm64,linux/arm/v7
+          cache-from: type=gha
+          cache-to: type=gha,mode=max
+          provenance: false
+          # https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
+          outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app

.gitignore

@@ -11,6 +11,7 @@
 /.env*
 !/.env*.erb
 !.env.example
+!.env.test.example
 
 # Ignore all logfiles and tempfiles.
 /log/*
@@ -50,3 +51,12 @@
 
 # Ignore .devcontainer files
 compose-dev.yaml
+
+# Ignore asdf ruby version file
+.tool-versions
+
+# Ignore GCP keyfile
+gcp-storage-keyfile.json
+
+coverage
+.cursorrules

.rubocop.yml

@@ -1,8 +1,15 @@
-# Omakase Ruby styling for Rails
-inherit_gem: { rubocop-rails-omakase: rubocop.yml }
+inherit_gem:
+  rubocop-rails-omakase: rubocop.yml
+  
+Layout/IndentationWidth:
+  Enabled: true
 
-# Overwrite or add rules to create your own house style
-#
-# # Use `[a, [b, c]]` not `[ a, [ b, c ] ]`
-# Layout/SpaceInsideArrayLiteralBrackets:
-#   Enabled: false
+Layout/IndentationStyle:
+  EnforcedStyle: spaces
+  IndentationWidth: 2
+
+Layout/IndentationConsistency:
+  Enabled: true
+
+Layout/SpaceInsidePercentLiteralDelimiters:
+  Enabled: true

.ruby-version

@@ -1 +1 @@
-3.3.0
+3.3.4

Dockerfile

@@ -1,7 +1,7 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.3.0
+ARG RUBY_VERSION=3.3.4
 FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
 
 # Rails app lives here

Gemfile

@@ -3,11 +3,10 @@ source "https://rubygems.org"
 ruby file: ".ruby-version"
 
 # Rails
-gem "rails", github: "rails/rails", branch: "main"
+gem "rails", "~> 7.2.1"
 
 # Drivers
 gem "pg", "~> 1.5"
-gem "redis", ">= 4.0.1"
 
 # Deployment
 gem "puma", ">= 5.0"
@@ -26,37 +25,42 @@ gem "turbo-rails"
 # Background Jobs
 gem "good_job"
 
-# Search
-gem "ransack"
-
 # Error logging
 gem "stackprof"
 gem "sentry-ruby"
 gem "sentry-rails"
-gem "rails-settings-cached"
-gem "octokit"
+
+# Active Storage
+gem "aws-sdk-s3", require: false
+gem "image_processing", ">= 1.2"
 
 # Other
-gem "bcrypt", "~> 3.1.7"
-gem "inline_svg"
-gem "tzinfo-data", platforms: %i[ windows jruby ]
+gem "bcrypt", "~> 3.1"
 gem "faraday"
+gem "faraday-retry"
+gem "inline_svg"
+gem "octokit"
 gem "pagy"
+gem "rails-settings-cached"
+gem "tzinfo-data", platforms: %i[windows jruby]
+gem "csv"
+gem "redcarpet"
 
 group :development, :test do
-  gem "debug", platforms: %i[ mri windows ]
+  gem "debug", platforms: %i[mri windows]
   gem "brakeman", require: false
   gem "rubocop-rails-omakase", require: false
-  gem "dotenv-rails"
-  gem "letter_opener"
   gem "i18n-tasks"
   gem "erb_lint"
+  gem "dotenv-rails"
 end
 
 group :development do
-  gem "web-console"
   gem "hotwire-livereload"
+  gem "letter_opener"
   gem "ruby-lsp-rails"
+  gem "web-console"
+  gem "faker"
 end
 
 group :test do
@@ -65,4 +69,6 @@ group :test do
   gem "mocha"
   gem "vcr"
   gem "webmock"
+  gem "climate_control"
+  gem "simplecov", require: false
 end

Gemfile.lock

@@ -1,128 +1,118 @@
 GIT
   remote: https://github.com/maybe-finance/lucide-rails.git
-  revision: 6170b3a0eceb43a8af6552638e9526673c356d0d
+  revision: 79d989593ee4ac6c50106ec5e4d2bd4ec8f5af87
   specs:
     lucide-rails (0.2.0)
       railties (>= 4.1.0)
 
-GIT
-  remote: https://github.com/rails/rails.git
-  revision: bad7ff1664fb05cc227d0386ee3cbe4c292efe05
-  branch: main
+GEM
+  remote: https://rubygems.org/
   specs:
-    actioncable (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actioncable (7.2.1)
+      actionpack (= 7.2.1)
+      activesupport (= 7.2.1)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
       zeitwerk (~> 2.6)
-    actionmailbox (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionmailbox (7.2.1)
+      actionpack (= 7.2.1)
+      activejob (= 7.2.1)
+      activerecord (= 7.2.1)
+      activestorage (= 7.2.1)
+      activesupport (= 7.2.1)
       mail (>= 2.8.0)
-    actionmailer (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionmailer (7.2.1)
+      actionpack (= 7.2.1)
+      actionview (= 7.2.1)
+      activejob (= 7.2.1)
+      activesupport (= 7.2.1)
       mail (>= 2.8.0)
       rails-dom-testing (~> 2.2)
-    actionpack (7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionpack (7.2.1)
+      actionview (= 7.2.1)
+      activesupport (= 7.2.1)
       nokogiri (>= 1.8.5)
       racc
-      rack (>= 2.2.4)
+      rack (>= 2.2.4, < 3.2)
       rack-session (>= 1.0.1)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
       useragent (~> 0.16)
-    actiontext (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actiontext (7.2.1)
+      actionpack (= 7.2.1)
+      activerecord (= 7.2.1)
+      activestorage (= 7.2.1)
+      activesupport (= 7.2.1)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionview (7.2.1)
+      activesupport (= 7.2.1)
       builder (~> 3.1)
       erubi (~> 1.11)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
-    activejob (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activejob (7.2.1)
+      activesupport (= 7.2.1)
       globalid (>= 0.3.6)
-    activemodel (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
-    activerecord (7.2.0.alpha)
-      activemodel (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activemodel (7.2.1)
+      activesupport (= 7.2.1)
+    activerecord (7.2.1)
+      activemodel (= 7.2.1)
+      activesupport (= 7.2.1)
       timeout (>= 0.4.0)
-    activestorage (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activestorage (7.2.1)
+      actionpack (= 7.2.1)
+      activejob (= 7.2.1)
+      activerecord (= 7.2.1)
+      activesupport (= 7.2.1)
       marcel (~> 1.0)
-    activesupport (7.2.0.alpha)
+    activesupport (7.2.1)
       base64
       bigdecimal
-      concurrent-ruby (~> 1.0, >= 1.0.2)
+      concurrent-ruby (~> 1.0, >= 1.3.1)
       connection_pool (>= 2.2.5)
       drb
       i18n (>= 1.6, < 2)
-      minitest (>= 5.1, < 5.22.0)
+      logger (>= 1.4.2)
+      minitest (>= 5.1)
+      securerandom (>= 0.3)
       tzinfo (~> 2.0, >= 2.0.5)
-    rails (7.2.0.alpha)
-      actioncable (= 7.2.0.alpha)
-      actionmailbox (= 7.2.0.alpha)
-      actionmailer (= 7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      actiontext (= 7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activemodel (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
-      bundler (>= 1.15.0)
-      railties (= 7.2.0.alpha)
-    railties (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
-      irb
-      rackup (>= 1.0.0)
-      rake (>= 12.2)
-      thor (~> 1.0, >= 1.2.2)
-      zeitwerk (~> 2.6)
-
-GEM
-  remote: https://rubygems.org/
-  specs:
     addressable (2.8.6)
       public_suffix (>= 2.0.2, < 6.0)
     ast (2.4.2)
+    aws-eventstream (1.3.0)
+    aws-partitions (1.971.0)
+    aws-sdk-core (3.203.0)
+      aws-eventstream (~> 1, >= 1.3.0)
+      aws-partitions (~> 1, >= 1.651.0)
+      aws-sigv4 (~> 1.9)
+      jmespath (~> 1, >= 1.6.1)
+    aws-sdk-kms (1.89.0)
+      aws-sdk-core (~> 3, >= 3.203.0)
+      aws-sigv4 (~> 1.5)
+    aws-sdk-s3 (1.160.0)
+      aws-sdk-core (~> 3, >= 3.203.0)
+      aws-sdk-kms (~> 1)
+      aws-sigv4 (~> 1.5)
+    aws-sigv4 (1.9.1)
+      aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
-    better_html (2.0.2)
+    better_html (2.1.1)
       actionview (>= 6.0)
       activesupport (>= 6.0)
       ast (~> 2.0)
       erubi (~> 1.4)
       parser (>= 2.4)
       smart_properties
-    bigdecimal (3.1.7)
+    bigdecimal (3.1.8)
     bindex (0.8.1)
-    bootsnap (1.18.3)
+    bootsnap (1.18.4)
       msgpack (~> 1.2)
-    brakeman (6.1.2)
+    brakeman (6.2.1)
       racc
-    builder (3.2.4)
+    builder (3.3.0)
     capybara (3.40.0)
       addressable
       matrix
@@ -133,60 +123,72 @@ GEM
       regexp_parser (>= 1.5, < 3.0)
       xpath (~> 3.2)
     childprocess (5.0.0)
-    concurrent-ruby (1.2.3)
+    climate_control (1.2.0)
+    concurrent-ruby (1.3.4)
     connection_pool (2.4.1)
     crack (1.0.0)
       bigdecimal
       rexml
     crass (1.0.6)
+    csv (3.3.0)
     date (3.3.4)
     debug (1.9.2)
       irb (~> 1.10)
       reline (>= 0.3.8)
-    dotenv (3.1.0)
-    dotenv-rails (3.1.0)
-      dotenv (= 3.1.0)
+    docile (1.4.0)
+    dotenv (3.1.2)
+    dotenv-rails (3.1.2)
+      dotenv (= 3.1.2)
       railties (>= 6.1)
     drb (2.2.1)
-    erb_lint (0.5.0)
+    erb_lint (0.6.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
       rainbow
-      rubocop
+      rubocop (>= 1)
       smart_properties
-    erubi (1.12.0)
+    erubi (1.13.0)
     et-orbi (1.2.11)
       tzinfo
-    faraday (2.9.0)
-      faraday-net_http (>= 2.0, < 3.2)
-    faraday-net_http (3.1.0)
+    faker (3.4.2)
+      i18n (>= 1.8.11, < 2)
+    faraday (2.11.0)
+      faraday-net_http (>= 2.0, < 3.4)
+      logger
+    faraday-net_http (3.3.0)
       net-http
-    ffi (1.16.3)
-    fugit (1.10.1)
-      et-orbi (~> 1, >= 1.2.7)
+    faraday-retry (2.2.1)
+      faraday (~> 2.0)
+    ffi (1.17.0-aarch64-linux-gnu)
+    ffi (1.17.0-arm-linux-gnu)
+    ffi (1.17.0-arm64-darwin)
+    ffi (1.17.0-x86-linux-gnu)
+    ffi (1.17.0-x86_64-darwin)
+    ffi (1.17.0-x86_64-linux-gnu)
+    fugit (1.11.1)
+      et-orbi (~> 1, >= 1.2.11)
       raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    good_job (3.27.4)
-      activejob (>= 6.0.0)
-      activerecord (>= 6.0.0)
-      concurrent-ruby (>= 1.0.2)
-      fugit (>= 1.1)
-      railties (>= 6.0.0)
-      thor (>= 0.14.1)
+    good_job (4.2.1)
+      activejob (>= 6.1.0)
+      activerecord (>= 6.1.0)
+      concurrent-ruby (>= 1.3.1)
+      fugit (>= 1.11.0)
+      railties (>= 6.1.0)
+      thor (>= 1.0.0)
     hashdiff (1.1.0)
     highline (3.0.1)
-    hotwire-livereload (1.3.2)
+    hotwire-livereload (1.4.1)
       actioncable (>= 6.0.0)
       listen (>= 3.0.0)
       railties (>= 6.0.0)
-    i18n (1.14.4)
+    i18n (1.14.5)
       concurrent-ruby (~> 1.0)
-    i18n-tasks (1.0.13)
+    i18n-tasks (1.0.14)
       activesupport (>= 4.0.2)
       ast (>= 2.1.0)
-      better_html (>= 1.0, < 3.0)
       erubi
       highline (>= 2.0.0)
       i18n
@@ -194,20 +196,24 @@ GEM
       rails-i18n
       rainbow (>= 2.2.2, < 4.0)
       terminal-table (>= 1.5.1)
+    image_processing (1.13.0)
+      mini_magick (>= 4.9.5, < 5)
+      ruby-vips (>= 2.0.17, < 3)
     importmap-rails (2.0.1)
       actionpack (>= 6.0.0)
       activesupport (>= 6.0.0)
       railties (>= 6.0.0)
-    inline_svg (1.9.0)
+    inline_svg (1.10.0)
       activesupport (>= 3.0)
       nokogiri (>= 1.6)
     io-console (0.7.2)
-    irb (1.12.0)
-      rdoc
+    irb (1.14.0)
+      rdoc (>= 4.0.0)
       reline (>= 0.4.2)
-    json (2.7.1)
+    jmespath (1.6.2)
+    json (2.7.2)
     language_server-protocol (3.17.0.3)
-    launchy (3.0.0)
+    launchy (3.0.1)
       addressable (~> 2.8)
       childprocess (~> 5.0)
     letter_opener (1.10.0)
@@ -215,6 +221,7 @@ GEM
     listen (3.9.0)
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
+    logger (1.6.1)
     loofah (2.22.0)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
@@ -225,14 +232,15 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
+    mini_magick (4.13.2)
     mini_mime (1.1.5)
-    minitest (5.21.2)
-    mocha (2.1.0)
+    minitest (5.25.1)
+    mocha (2.4.5)
       ruby2_keywords (>= 0.0.5)
     msgpack (1.7.2)
     net-http (0.4.1)
       uri
-    net-imap (0.4.10)
+    net-imap (0.4.14)
       date
       net-protocol
     net-pop (0.1.2)
@@ -241,43 +249,42 @@ GEM
       timeout
     net-smtp (0.5.0)
       net-protocol
-    nio4r (2.7.1)
-    nokogiri (1.16.3-aarch64-linux)
+    nio4r (2.7.3)
+    nokogiri (1.16.7-aarch64-linux)
       racc (~> 1.4)
-    nokogiri (1.16.3-arm-linux)
+    nokogiri (1.16.7-arm-linux)
       racc (~> 1.4)
-    nokogiri (1.16.3-arm64-darwin)
+    nokogiri (1.16.7-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86-linux)
+    nokogiri (1.16.7-x86-linux)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86_64-darwin)
+    nokogiri (1.16.7-x86_64-darwin)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86_64-linux)
+    nokogiri (1.16.7-x86_64-linux)
       racc (~> 1.4)
-    octokit (8.1.0)
-      base64
+    octokit (9.1.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (8.0.2)
-    parallel (1.24.0)
-    parser (3.3.0.5)
+    pagy (9.0.8)
+    parallel (1.25.1)
+    parser (3.3.4.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.6)
-    prism (0.24.0)
-    propshaft (0.8.0)
+    pg (1.5.8)
+    prism (0.30.0)
+    propshaft (0.9.1)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
       rack
       railties (>= 7.0.0)
     psych (5.1.2)
       stringio
-    public_suffix (5.0.4)
+    public_suffix (5.1.0)
     puma (6.4.2)
       nio4r (~> 2.0)
     raabro (1.4.0)
-    racc (1.7.3)
-    rack (3.0.10)
+    racc (1.8.1)
+    rack (3.1.7)
     rack-session (2.0.0)
       rack (>= 3.0.0)
     rack-test (2.1.0)
@@ -285,6 +292,20 @@ GEM
     rackup (2.1.0)
       rack (>= 3)
       webrick (~> 1.8)
+    rails (7.2.1)
+      actioncable (= 7.2.1)
+      actionmailbox (= 7.2.1)
+      actionmailer (= 7.2.1)
+      actionpack (= 7.2.1)
+      actiontext (= 7.2.1)
+      actionview (= 7.2.1)
+      activejob (= 7.2.1)
+      activemodel (= 7.2.1)
+      activerecord (= 7.2.1)
+      activestorage (= 7.2.1)
+      activesupport (= 7.2.1)
+      bundler (>= 1.15.0)
+      railties (= 7.2.1)
     rails-dom-testing (2.2.0)
       activesupport (>= 5.0.0)
       minitest
@@ -292,133 +313,150 @@ GEM
     rails-html-sanitizer (1.6.0)
       loofah (~> 2.21)
       nokogiri (~> 1.14)
-    rails-i18n (7.0.8)
+    rails-i18n (7.0.9)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
     rails-settings-cached (2.9.4)
       activerecord (>= 5.0.0)
       railties (>= 5.0.0)
+    railties (7.2.1)
+      actionpack (= 7.2.1)
+      activesupport (= 7.2.1)
+      irb (~> 1.13)
+      rackup (>= 1.0.0)
+      rake (>= 12.2)
+      thor (~> 1.0, >= 1.2.2)
+      zeitwerk (~> 2.6)
     rainbow (3.1.1)
     rake (13.2.1)
-    ransack (4.1.1)
-      activerecord (>= 6.1.5)
-      activesupport (>= 6.1.5)
-      i18n
     rb-fsevent (0.11.2)
-    rb-inotify (0.10.1)
+    rb-inotify (0.11.1)
       ffi (~> 1.0)
-    rdoc (6.6.3.1)
+    rbs (3.5.2)
+      logger
+    rdoc (6.7.0)
       psych (>= 4.0.0)
-    redis (5.1.0)
-      redis-client (>= 0.17.0)
-    redis-client (0.19.1)
-      connection_pool
-    regexp_parser (2.9.0)
-    reline (0.5.0)
+    redcarpet (3.6.0)
+    regexp_parser (2.9.2)
+    reline (0.5.10)
       io-console (~> 0.5)
-    rexml (3.2.6)
-    rubocop (1.60.2)
+    rexml (3.3.6)
+      strscan
+    rubocop (1.65.1)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 1.8, < 3.0)
+      regexp_parser (>= 2.4, < 3.0)
       rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
+      rubocop-ast (>= 1.31.1, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
-    rubocop-ast (1.30.0)
-      parser (>= 3.2.1.0)
-    rubocop-minitest (0.34.5)
-      rubocop (>= 1.39, < 2.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
-    rubocop-performance (1.20.2)
+    rubocop-ast (1.31.3)
+      parser (>= 3.3.1.0)
+    rubocop-minitest (0.35.0)
+      rubocop (>= 1.61, < 2.0)
+      rubocop-ast (>= 1.31.1, < 2.0)
+    rubocop-performance (1.21.0)
       rubocop (>= 1.48.1, < 2.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
-    rubocop-rails (2.23.1)
+      rubocop-ast (>= 1.31.1, < 2.0)
+    rubocop-rails (2.25.0)
       activesupport (>= 4.2.0)
       rack (>= 1.1)
       rubocop (>= 1.33.0, < 2.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
+      rubocop-ast (>= 1.31.1, < 2.0)
     rubocop-rails-omakase (1.0.0)
       rubocop
       rubocop-minitest
       rubocop-performance
       rubocop-rails
-    ruby-lsp (0.16.2)
+    ruby-lsp (0.17.13)
       language_server-protocol (~> 3.17.0)
-      prism (>= 0.22.0, < 0.25)
+      prism (>= 0.29.0, < 0.31)
+      rbs (>= 3, < 4)
       sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.5)
-      ruby-lsp (>= 0.16.0, < 0.17.0)
-      sorbet-runtime (>= 0.5.9897)
+    ruby-lsp-rails (0.3.13)
+      ruby-lsp (>= 0.17.12, < 0.18.0)
     ruby-progressbar (1.13.0)
+    ruby-vips (2.2.2)
+      ffi (~> 1.12)
+      logger
     ruby2_keywords (0.0.5)
     rubyzip (2.3.2)
     sawyer (0.9.2)
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
-    selenium-webdriver (4.19.0)
+    securerandom (0.3.1)
+    selenium-webdriver (4.24.0)
       base64 (~> 0.2)
+      logger (~> 1.4)
       rexml (~> 3.2, >= 3.2.5)
       rubyzip (>= 1.2.2, < 3.0)
       websocket (~> 1.0)
-    sentry-rails (5.17.2)
+    sentry-rails (5.19.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.17.2)
-    sentry-ruby (5.17.2)
+      sentry-ruby (~> 5.19.0)
+    sentry-ruby (5.19.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
+    simplecov (0.22.0)
+      docile (~> 1.1)
+      simplecov-html (~> 0.11)
+      simplecov_json_formatter (~> 0.1)
+    simplecov-html (0.12.3)
+    simplecov_json_formatter (0.1.4)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11332)
+    sorbet-runtime (0.5.11528)
     stackprof (0.2.26)
-    stimulus-rails (1.3.3)
-      railties (>= 6.0.0)
-    stringio (3.1.0)
-    tailwindcss-rails (2.3.0)
-      railties (>= 6.0.0)
-    tailwindcss-rails (2.3.0-aarch64-linux)
-      railties (>= 6.0.0)
-    tailwindcss-rails (2.3.0-arm-linux)
-      railties (>= 6.0.0)
-    tailwindcss-rails (2.3.0-arm64-darwin)
-      railties (>= 6.0.0)
-    tailwindcss-rails (2.3.0-x86_64-darwin)
-      railties (>= 6.0.0)
-    tailwindcss-rails (2.3.0-x86_64-linux)
+    stimulus-rails (1.3.4)
       railties (>= 6.0.0)
+    stringio (3.1.1)
+    strscan (3.1.0)
+    tailwindcss-rails (2.7.3)
+      railties (>= 7.0.0)
+    tailwindcss-rails (2.7.3-aarch64-linux)
+      railties (>= 7.0.0)
+    tailwindcss-rails (2.7.3-arm-linux)
+      railties (>= 7.0.0)
+    tailwindcss-rails (2.7.3-arm64-darwin)
+      railties (>= 7.0.0)
+    tailwindcss-rails (2.7.3-x86_64-darwin)
+      railties (>= 7.0.0)
+    tailwindcss-rails (2.7.3-x86_64-linux)
+      railties (>= 7.0.0)
     terminal-table (3.0.2)
       unicode-display_width (>= 1.1.1, < 3)
-    thor (1.3.1)
+    thor (1.3.2)
     timeout (0.4.1)
-    turbo-rails (2.0.5)
+    turbo-rails (2.0.6)
       actionpack (>= 6.0.0)
       activejob (>= 6.0.0)
       railties (>= 6.0.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
     unicode-display_width (2.5.0)
-    uri (0.13.0)
+    uri (0.13.1)
     useragent (0.16.10)
-    vcr (6.2.0)
+    vcr (6.3.1)
+      base64
     web-console (4.2.1)
       actionview (>= 6.0.0)
       activemodel (>= 6.0.0)
       bindex (>= 0.4.0)
       railties (>= 6.0.0)
-    webmock (3.23.0)
+    webmock (3.23.1)
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
     webrick (1.8.1)
-    websocket (1.2.10)
+    websocket (1.2.11)
     websocket-driver (0.7.6)
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.13)
+    zeitwerk (2.6.18)
 
 PLATFORMS
   aarch64-linux
@@ -429,17 +467,23 @@ PLATFORMS
   x86_64-linux
 
 DEPENDENCIES
-  bcrypt (~> 3.1.7)
+  aws-sdk-s3
+  bcrypt (~> 3.1)
   bootsnap
   brakeman
   capybara
+  climate_control
+  csv
   debug
   dotenv-rails
   erb_lint
+  faker
   faraday
+  faraday-retry
   good_job
   hotwire-livereload
   i18n-tasks
+  image_processing (>= 1.2)
   importmap-rails
   inline_svg
   letter_opener
@@ -450,15 +494,15 @@ DEPENDENCIES
   pg (~> 1.5)
   propshaft
   puma (>= 5.0)
-  rails!
+  rails (~> 7.2.1)
   rails-settings-cached
-  ransack
-  redis (>= 4.0.1)
+  redcarpet
   rubocop-rails-omakase
   ruby-lsp-rails
   selenium-webdriver
   sentry-rails
   sentry-ruby
+  simplecov
   stackprof
   stimulus-rails
   tailwindcss-rails
@@ -469,7 +513,7 @@ DEPENDENCIES
   webmock
 
 RUBY VERSION
-   ruby 3.3.0p0
+   ruby 3.3.4p94
 
 BUNDLED WITH
-   2.5.5
+   2.5.9

Procfile.dev

@@ -1,3 +1,3 @@
-web: bin/rails server -b 0.0.0.0
+web: ${DEBUG:+rdbg -O -n -c --} bin/rails server -b 0.0.0.0
 css: bin/rails tailwindcss:watch
 worker: bundle exec good_job start

README.md

@@ -3,38 +3,46 @@
 
 # Maybe: The OS for your personal finances
 
-<b>Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
+<b>Get
+involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
 
-_If you're looking for the previous React codebase, you can find it at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
+_If you're looking for the previous React codebase, you can find it
+at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
 
 ## Backstory
 
-We spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).
+We spent the better part of 2021/2022 building a personal finance + wealth
+management app called, Maybe. Very full-featured, including an "Ask an Advisor"
+feature which connected users with an actual CFP/CFA to help them with their
+finances (all included in your subscription).
 
 The business end of things didn't work out, and so we shut things down mid-2023.
 
-We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.).
+We spent the better part of $1,000,000 building the app (employees +
+contractors, data providers/services, infrastructure, etc.).
 
-We're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.
+We're now reviving the product as a fully open-source project. The goal is to
+let you run the app yourself, for free, and use it to manage your own finances
+and eventually offer a hosted version of the app for a small monthly fee.
 
-## Self Hosting
+## Maybe Hosting
 
-You can find [detailed setup guides for self hosting here](docs/self-hosting.md).
+There are 3 primary ways to use the Maybe app:
 
-### One-Click Render deploy (recommended)
-
-<a href="https://render.com/deploy?repo=https://github.com/maybe-finance/maybe">
-<img src="https://render.com/images/deploy-to-render-button.svg" alt="Deploy to Render" />
-</a>
-
-1. Click the button above
-2. Follow the instructions in the [Render self-hosting guide](docs/self-hosting/render.md)
+1. Managed (easiest) - _coming soon..._
+2. [One-click deploy](docs/hosting/one-click-deploy.md)
+3. [Self-host with Docker](docs/hosting/docker.md)
 
 ## Local Development Setup
 
+**If you are trying to _self-host_ the Maybe app, stop here. You
+should [read this guide to get started](docs/hosting/docker.md).**
+
+The instructions below are for developers to get started with contributing to the app.
+
 ### Requirements
 
-- Ruby >3 (see `Gemfile`)
+- Ruby 3.3.4
 - PostgreSQL >9.3 (ideally, latest stable version)
 
 After cloning the repo, the basic setup commands are:
@@ -49,7 +57,8 @@ bin/dev
 rake demo_data:reset
 ```
 
-And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed):
+And visit http://localhost:3000 to see the app. You can use the following
+credentials to log in (generated by DB seed):
 
 - Email: `user@maybe.local`
 - Password: `password`
@@ -60,38 +69,52 @@ For further instructions, see guides below.
 
 If you'd like multi-currency support, there are a few extra steps to follow.
 
-1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe product and the free plan is sufficient for basic multi-currency support.
+1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe
+   product and the free plan is sufficient for basic multi-currency support.
 2. Add your API key to your `.env` file.
 
 ### Setup Guides
 
 #### Dev Container (optional)
 
-This is 100% optional and meant for devs who don't want to worry about installing requirements manually for their platform. You can follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more about Dev Containers.
+This is 100% optional and meant for devs who don't want to worry about
+installing requirements manually for their platform. You can
+follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers)
+to learn more about Dev Containers.
 
-If you run into `could not connect to server` errors, you may need to change your `.env`'s `DB_HOST` environment variable value to `db` to point to the Postgres container.
+If you run into `could not connect to server` errors, you may need to change
+your `.env`'s `DB_HOST` environment variable value to `db` to point to the
+Postgres container.
 
 #### Mac
 
-Please visit our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
+Please visit
+our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
 
 #### Linux
 
-Please visit our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
+Please visit
+our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
 
 #### Windows
 
-Please visit our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
+Please visit
+our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
 
 ### Testing Emails
 
-In development, we use `letter_opener` to automatically open emails in your browser. When an email sends locally, a new browser tab will open with a preview.
+In development, we use `letter_opener` to automatically open emails in your
+browser. When an email sends locally, a new browser tab will open with a
+preview.
 
 ## Contributing
 
-Before contributing, you'll likely find it helpful to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
+Before contributing, you'll likely find it helpful
+to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
 
-Once you've done that, please visit our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md) to get started!
+Once you've done that, please visit
+our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
+to get started!
 
 ## Repo Activity
 
@@ -99,4 +122,6 @@ Once you've done that, please visit our [contributing guide](https://github.com/
 
 ## Copyright & license
 
-Maybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). "Maybe" is a trademark of Maybe Finance, Inc.
+Maybe is distributed under
+an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). "
+Maybe" is a trademark of Maybe Finance, Inc.

app/assets/stylesheets/application.tailwind.css

@@ -4,56 +4,108 @@
 
 /* Reset rules, default styles applied to plain HTML */
 @layer base {
-  details > summary::-webkit-details-marker {
+  details>summary::-webkit-details-marker {
     @apply hidden;
   }
+
+  details>summary {
+    @apply list-none;
+  }
 }
 
 @layer components {
-  .prose {
-    table {
-      @apply divide-y divide-gray-300;
-    }
-
-    tr {
-      @apply divide-x divide-gray-100;
-    }
-
-    th {
-      @apply whitespace-nowrap px-2 py-3.5 text-left text-sm font-semibold text-gray-900;
-    }
-
-    tbody {
-      @apply divide-y divide-gray-200;
-    }
-
-    td {
-      @apply px-2 py-2 text-sm text-gray-500 whitespace-nowrap;
-    }
-  }
-
   .form-field {
-    @apply relative border bg-white rounded-xl shadow-sm;
-    @apply focus-within:shadow-none focus-within:border-gray-900 focus-within:ring-4 focus-within:ring-gray-100;
+    @apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-white border-alpha-black-100 shadow-xs w-full;
+    @apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
   }
 
   .form-field__label {
-    @apply p-3 pb-0 block text-sm font-medium opacity-50;
+    @apply block text-xs text-gray-500;
   }
 
   .form-field__input {
-    @apply p-3 w-full bg-transparent border-none opacity-100;
-    @apply focus:outline-none focus:ring-0 focus:opacity-100;
+    @apply border-none bg-transparent text-sm opacity-100 w-full p-0;
+    @apply focus:opacity-100 focus:outline-none focus:ring-0;
     @apply placeholder-shown:opacity-50;
+    @apply disabled:opacity-50;
+  }
+
+  .form-field__radio {
+    @apply text-gray-900;
   }
 
   .form-field__submit {
-    @apply w-full p-3 text-center text-white bg-black rounded-lg hover:bg-gray-700;
+    @apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
   }
 
-  input:checked + label + .toggle-switch-dot {
+  input:checked+label+.toggle-switch-dot {
     transform: translateX(100%);
   }
+
+  [type='checkbox'].maybe-checkbox {
+    @apply rounded-sm;
+  }
+
+  [type='checkbox'].maybe-checkbox--light {
+    @apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
+  }
+
+  [type='checkbox'].maybe-checkbox--dark {
+    @apply ring-gray-900 checked:text-white;
+  }
+
+  [type='checkbox'].maybe-checkbox--dark:checked {
+    background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
+  }
+
+  select[multiple="multiple"] {
+    @apply py-2 pr-2 space-y-0.5;
+  }
+
+  select[multiple="multiple"] option {
+    @apply p-2 rounded-md;
+  }
+
+  select[multiple="multiple"] option:checked {
+    @apply bg-gray-50;
+    @apply after:content-['\2713'] after:float-right after:text-gray-500;
+  }
+
+  .maybe-switch {
+    @apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
+    @apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
+    @apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
+  }
+
+  .prose--github-release-notes {
+    .octicon {
+      @apply inline-block overflow-visible align-text-bottom fill-current;
+    }
+
+    .dropdown-caret {
+      @apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
+    }
+
+    .user-mention {
+      @apply font-bold;
+    }
+  }
+
+  .tooltip {
+    @apply hidden absolute;
+  }
+
+  .btn {
+    @apply px-3 py-2 rounded-lg text-sm font-medium;
+  }
+
+  .btn--primary {
+    @apply bg-gray-900 text-white hover:bg-gray-700;
+  }
+
+  .btn--light {
+    @apply bg-gray-25 border border-alpha-black-200 text-gray-900 hover:bg-gray-50;
+  }
 }
 
 /* Small, single purpose classes that should take precedence over other styles */
@@ -70,4 +122,4 @@
   .scrollbar::-webkit-scrollbar-thumb:hover {
     background: #a6a6a6;
   }
-}
+}

app/controllers/account/cashes_controller.rb

@@ -0,0 +1,14 @@
+class Account::CashesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def index
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+end

app/controllers/account/entries_controller.rb

@@ -0,0 +1,48 @@
+class Account::EntriesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: %i[edit update show destroy]
+
+  def edit
+    render entryable_view_path(:edit)
+  end
+
+  def update
+    @entry.update!(entry_params)
+    @entry.sync_account_later
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  def show
+    render entryable_view_path(:show)
+  end
+
+  def destroy
+    @entry.destroy!
+    @entry.sync_account_later
+    redirect_back_or_to account_url(@entry.account), notice: t(".success")
+  end
+
+  private
+
+    def entryable_view_path(action)
+      @entry.entryable_type.underscore.pluralize + "/" + action.to_s
+    end
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry).permit(:name, :date, :amount, :currency)
+    end
+end

app/controllers/account/holdings_controller.rb

@@ -0,0 +1,23 @@
+class Account::HoldingsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_holding, only: :show
+
+  def index
+    @holdings = @account.holdings.current
+  end
+
+  def show
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_holding
+      @holding = @account.holdings.current.find(params[:id])
+    end
+end

app/controllers/account/logos_controller.rb

@@ -0,0 +1,10 @@
+class Account::LogosController < ApplicationController
+  def show
+    @account = Current.family.accounts.find(params[:account_id])
+    render_placeholder
+  end
+
+  def render_placeholder
+    render formats: :svg
+  end
+end

app/controllers/account/trades_controller.rb

@@ -0,0 +1,37 @@
+class Account::TradesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def new
+    @entry = @account.entries.account_trades.new(entryable_attributes: {})
+  end
+
+  def index
+    @entries = @account.entries.reverse_chronological.where(entryable_type: %w[Account::Trade Account::Transaction])
+  end
+
+  def create
+    @builder = Account::EntryBuilder.new(entry_params)
+
+    if entry = @builder.save
+      entry.sync_account_later
+      redirect_to account_path(@account), notice: t(".success")
+    else
+      flash[:alert] = t(".failure")
+      redirect_back_or_to account_path(@account)
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def entry_params
+      params.require(:account_entry)
+            .permit(:type, :date, :qty, :ticker, :price, :amount, :currency, :transfer_account_id)
+            .merge(account: @account)
+    end
+end

app/controllers/account/transactions_controller.rb

@@ -0,0 +1,59 @@
+class Account::TransactionsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: :update
+
+  def index
+    @pagy, @entries = pagy(
+      @account.entries.account_transactions.reverse_chronological,
+      limit: params[:per_page] || "10"
+    )
+  end
+
+  def update
+    @entry.update!(entry_params)
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry)
+            .permit(
+              :name, :date, :amount, :currency, :entryable_type, :nature,
+              entryable_attributes: [
+                :id,
+                :notes,
+                :excluded,
+                :category_id,
+                :merchant_id,
+                { tag_ids: [] }
+              ]
+            ).tap do |permitted_params|
+              nature = permitted_params.delete(:nature)
+
+              if permitted_params[:amount]
+                amount_value = permitted_params[:amount].to_d
+
+                if nature == "income"
+                  amount_value *= -1
+                end
+
+                permitted_params[:amount] = amount_value
+              end
+            end
+    end
+end

app/controllers/account/transfers_controller.rb

@@ -0,0 +1,45 @@
+class Account::TransfersController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_transfer, only: :destroy
+
+  def new
+    @transfer = Account::Transfer.new
+  end
+
+  def create
+    from_account = Current.family.accounts.find(transfer_params[:from_account_id])
+    to_account = Current.family.accounts.find(transfer_params[:to_account_id])
+
+    @transfer = Account::Transfer.build_from_accounts from_account, to_account, \
+                                             date: transfer_params[:date],
+                                             amount: transfer_params[:amount].to_d,
+                                             currency: transfer_params[:currency],
+                                             name: transfer_params[:name]
+
+    if @transfer.save
+      @transfer.entries.each(&:sync_account_later)
+      redirect_to transactions_path, notice: t(".success")
+    else
+      # TODO: this is not an ideal way to handle errors and should eventually be improved.
+      # See: https://github.com/hotwired/turbo-rails/pull/367
+      flash[:alert] = @transfer.errors.full_messages.to_sentence
+      redirect_to transactions_path
+    end
+  end
+
+  def destroy
+    @transfer.destroy_and_remove_marks!
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  private
+
+    def set_transfer
+      @transfer = Account::Transfer.find(params[:id])
+    end
+
+    def transfer_params
+      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :date, :name)
+    end
+end

app/controllers/account/valuations_controller.rb

@@ -0,0 +1,35 @@
+class Account::ValuationsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def new
+    @entry = @account.entries.account_valuations.new(entryable_attributes: {})
+  end
+
+  def create
+    @entry = @account.entries.account_valuations.new(entry_params.merge(entryable_attributes: {}))
+
+    if @entry.save
+      @entry.sync_account_later
+      redirect_back_or_to account_valuations_path(@account), notice: t(".success")
+    else
+      flash[:alert] = @entry.errors.full_messages.to_sentence
+      redirect_to account_path(@account)
+    end
+  end
+
+  def index
+    @entries = @account.entries.account_valuations.reverse_chronological
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def entry_params
+      params.require(:account_entry).permit(:name, :date, :amount, :currency)
+    end
+end

app/controllers/accounts_controller.rb

@@ -1,50 +1,65 @@
 class AccountsController < ApplicationController
+  layout :with_sidebar
+
   include Filterable
-  before_action :set_account, only: %i[ show update destroy sync ]
+  before_action :set_account, only: %i[edit show destroy sync update]
+
+  def index
+    @institutions = Current.family.institutions
+    @accounts = Current.family.accounts.ungrouped.alphabetically
+  end
+
+  def summary
+    snapshot = Current.family.snapshot(@period)
+    @net_worth_series = snapshot[:net_worth_series]
+    @asset_series = snapshot[:asset_series]
+    @liability_series = snapshot[:liability_series]
+    @accounts = Current.family.accounts
+    @account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
+  end
+
+  def list
+    render layout: false
+  end
 
   def new
-    @account = Account.new(
-      balance: nil,
-      accountable: Accountable.from_type(params[:type])&.new
-    )
+    @account = Account.new(accountable: Accountable.from_type(params[:type])&.new)
+
+    @account.accountable.address = Address.new if @account.accountable.is_a?(Property)
+
+    if params[:institution_id]
+      @account.institution = Current.family.institutions.find_by(id: params[:institution_id])
+    end
   end
 
   def show
-    @balance_series = @account.series(period: @period)
-    @valuation_series = @account.valuations.to_series
+    @series = @account.series(period: @period)
+    @trend = @series.trend
   end
 
   def edit
   end
 
   def update
-    if @account.update(account_params.except(:accountable_type))
-
-      @account.sync_later if account_params[:is_active] == "1" && @account.can_sync?
-
-      respond_to do |format|
-        format.html { redirect_to accounts_path, notice: t(".success") }
-        format.turbo_stream do
-          render turbo_stream: [
-            turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: t(".success") }),
-            turbo_stream.replace("account_#{@account.id}", partial: "accounts/account", locals: { account: @account })
-          ]
-        end
-      end
-    else
-      render "edit", status: :unprocessable_entity
+    Account.transaction do
+      @account.update! account_params.except(:accountable_type, :balance)
+      @account.update_balance!(account_params[:balance]) if account_params[:balance]
     end
+    @account.sync_later
+    redirect_back_or_to account_path(@account), notice: t(".success")
   end
 
   def create
-    @account = Current.family.accounts.build(account_params.except(:accountable_type))
-    @account.accountable = Accountable.from_type(account_params[:accountable_type])&.new
-
-    if @account.save
-      redirect_to accounts_path, notice: t(".success")
-    else
-      render "new", status: :unprocessable_entity
-    end
+    @account = Current.family
+                      .accounts
+                      .create_with_optional_start_balance! \
+                        attributes: account_params.except(:start_date, :start_balance),
+                        start_date: account_params[:start_date],
+                        start_balance: account_params[:start_balance]
+    @account.sync_later
+    redirect_back_or_to account_path(@account), notice: t(".success")
+  rescue ActiveRecord::RecordInvalid => e
+    redirect_back_or_to accounts_path, alert: e.record.errors.full_messages.to_sentence
   end
 
   def destroy
@@ -53,23 +68,23 @@ class AccountsController < ApplicationController
   end
 
   def sync
-    @account.sync_later if @account.can_sync?
-
-    respond_to do |format|
-      format.html { redirect_to account_path(@account), notice: t(".success") }
-      format.turbo_stream do
-        render turbo_stream: turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: t(".success") })
-      end
+    unless @account.syncing?
+      @account.sync_later
     end
   end
 
+  def sync_all
+    Current.family.accounts.active.sync
+    redirect_back_or_to accounts_path, notice: t(".success")
+  end
+
   private
 
-  def set_account
-    @account = Current.family.accounts.find(params[:id])
-  end
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
 
-  def account_params
-    params.require(:account).permit(:name, :accountable_type, :balance, :currency, :subtype, :is_active)
-  end
+    def account_params
+      params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
+    end
 end

app/controllers/application_controller.rb

@@ -1,21 +1,15 @@
 class ApplicationController < ActionController::Base
-  include Authentication, Invitable, SelfHostable
+  include AutoSync, Authentication, Invitable, SelfHostable
   include Pagy::Backend
 
-  before_action :sync_accounts
-
-  default_form_builder ApplicationFormBuilder
-
   # Only allow modern browsers supporting webp images, web push, badges, import maps, CSS nesting, and CSS :has.
   allow_browser versions: :modern
 
   private
 
-  def sync_accounts
-    return if Current.user.blank?
+    def with_sidebar
+      return "turbo_rails/frame" if turbo_frame_request?
 
-    if Current.user.last_login_at.nil? || Current.user.last_login_at.before?(Date.current.beginning_of_day)
-      Current.family.sync_accounts
+      "with_sidebar"
     end
-  end
 end

app/controllers/categories_controller.rb

@@ -0,0 +1,47 @@
+class CategoriesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_category, only: %i[edit update]
+  before_action :set_transaction, only: :create
+
+  def index
+    @categories = Current.family.categories.alphabetically
+  end
+
+  def new
+    @category = Current.family.categories.new color: Category::COLORS.sample
+  end
+
+  def create
+    Category.transaction do
+      category = Current.family.categories.create!(category_params)
+      @transaction.update!(category_id: category.id) if @transaction
+    end
+
+    redirect_back_or_to transactions_path, notice: t(".success")
+  end
+
+  def edit
+  end
+
+  def update
+    @category.update! category_params
+
+    redirect_back_or_to transactions_path, notice: t(".success")
+  end
+
+  private
+    def set_category
+      @category = Current.family.categories.find(params[:id])
+    end
+
+    def set_transaction
+      if params[:transaction_id].present?
+        @transaction = Current.family.transactions.find(params[:transaction_id])
+      end
+    end
+
+    def category_params
+      params.require(:category).permit(:name, :color)
+    end
+end

app/controllers/category/deletions_controller.rb

@@ -0,0 +1,26 @@
+class Category::DeletionsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_category
+  before_action :set_replacement_category, only: :create
+
+  def new
+  end
+
+  def create
+    @category.replace_and_destroy! @replacement_category
+
+    redirect_back_or_to transactions_path, notice: t(".success")
+  end
+
+  private
+    def set_category
+      @category = Current.family.categories.find(params[:category_id])
+    end
+
+    def set_replacement_category
+      if params[:replacement_category_id].present?
+        @replacement_category = Current.family.categories.find(params[:replacement_category_id])
+      end
+    end
+end

app/controllers/category/dropdowns_controller.rb

@@ -0,0 +1,22 @@
+class Category::DropdownsController < ApplicationController
+  before_action :set_from_params
+
+  def show
+    @categories = categories_scope.to_a.excluding(@selected_category).prepend(@selected_category).compact
+  end
+
+  private
+    def set_from_params
+      if params[:category_id]
+        @selected_category = categories_scope.find(params[:category_id])
+      end
+
+      if params[:transaction_id]
+        @transaction = Current.family.transactions.find(params[:transaction_id])
+      end
+    end
+
+    def categories_scope
+      Current.family.categories.alphabetically
+    end
+end

app/controllers/concerns/authentication.rb

@@ -3,38 +3,45 @@ module Authentication
 
   included do
     before_action :authenticate_user!
-    after_action :set_last_login_at, if: -> { Current.user }
   end
 
   class_methods do
     def skip_authentication(**options)
       skip_before_action :authenticate_user!, **options
-      skip_after_action :set_last_login_at, **options
     end
   end
 
   private
 
-  def authenticate_user!
-    if user = User.find_by(id: session[:user_id])
-      Current.user = user
-    else
-      redirect_to new_session_url
+    def authenticate_user!
+      if user = User.find_by(id: session[:user_id])
+        Current.user = user
+      else
+        if self_hosted_first_login?
+          redirect_to new_registration_url
+        else
+          redirect_to new_session_url
+        end
+      end
     end
-  end
 
-  def login(user)
-    Current.user = user
-    reset_session
-    session[:user_id] = user.id
-  end
+    def login(user)
+      Current.user = user
+      reset_session
+      session[:user_id] = user.id
+      set_last_login_at
+    end
 
-  def logout
-    Current.user = nil
-    reset_session
-  end
+    def logout
+      Current.user = nil
+      reset_session
+    end
 
-  def set_last_login_at
-    Current.user.update(last_login_at: DateTime.now)
-  end
+    def set_last_login_at
+      Current.user.update(last_login_at: DateTime.now)
+    end
+
+    def self_hosted_first_login?
+      Rails.application.config.app_mode.self_hosted? && User.count.zero?
+    end
 end

app/controllers/concerns/auto_sync.rb

@@ -0,0 +1,13 @@
+module AutoSync
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :sync_family, if: -> { Current.family.present? && Current.family.needs_sync? }
+  end
+
+  private
+
+    def sync_family
+      Current.family.sync
+    end
+end

app/controllers/concerns/filterable.rb

@@ -1,9 +1,9 @@
 module Filterable
-    extend ActiveSupport::Concern
+  extend ActiveSupport::Concern
 
-    included do
-        before_action :set_period
-    end
+  included do
+    before_action :set_period
+  end
 
     private
 

app/controllers/concerns/invitable.rb

@@ -7,6 +7,10 @@ module Invitable
 
   private
     def invite_code_required?
-      ENV["REQUIRE_INVITE_CODE"] == "true"
+      self_hosted? ? Setting.require_invite_for_signup : ENV["REQUIRE_INVITE_CODE"] == "true"
+    end
+
+    def self_hosted?
+      Rails.application.config.app_mode.self_hosted?
     end
 end

app/controllers/concerns/self_hostable.rb

@@ -2,11 +2,15 @@ module SelfHostable
   extend ActiveSupport::Concern
 
   included do
-    helper_method :self_hosted?
+    helper_method :self_hosted?, :self_hosted_first_login?
   end
 
   private
     def self_hosted?
-      ENV["SELF_HOSTING_ENABLED"] == "true"
+      Rails.configuration.app_mode.self_hosted?
+    end
+
+    def self_hosted_first_login?
+      self_hosted? && User.count.zero?
     end
 end

app/controllers/currencies_controller.rb

@@ -0,0 +1,6 @@
+class CurrenciesController < ApplicationController
+  def show
+    currency = Money::Currency.all_instances.find { |currency| currency.iso_code == params[:id] }
+    render json: currency.as_json.merge({ step: currency.step })
+  end
+end

app/controllers/help/articles_controller.rb

@@ -0,0 +1,11 @@
+class Help::ArticlesController < ApplicationController
+  layout :with_sidebar
+
+  def show
+    @article = Help::Article.find(params[:id])
+
+    unless @article
+      head :not_found
+    end
+  end
+end

app/controllers/imports_controller.rb

@@ -0,0 +1,118 @@
+require "ostruct"
+
+class ImportsController < ApplicationController
+  before_action :set_import, except: %i[index new create]
+
+  def index
+    @imports = Current.family.imports
+    render layout: "with_sidebar"
+  end
+
+  def new
+    account = Current.family.accounts.find_by(id: params[:account_id])
+    @import = Import.new account: account
+  end
+
+  def edit
+  end
+
+  def update
+    account = Current.family.accounts.find(params[:import][:account_id])
+    @import.update! account: account, col_sep: params[:import][:col_sep]
+
+    redirect_to load_import_path(@import), notice: t(".import_updated")
+  end
+
+  def create
+    account = Current.family.accounts.find(params[:import][:account_id])
+    @import = Import.create! account: account, col_sep: params[:import][:col_sep]
+
+    redirect_to load_import_path(@import), notice: t(".import_created")
+  end
+
+  def destroy
+    @import.destroy!
+    redirect_to imports_url, notice: t(".import_destroyed"), status: :see_other
+  end
+
+  def load
+  end
+
+  def upload_csv
+    begin
+      @import.raw_file_str = import_params[:raw_file_str].read
+    rescue NoMethodError
+      flash.now[:alert] = "Please select a file to upload"
+      render :load, status: :unprocessable_entity and return
+    end
+    if @import.save
+      redirect_to configure_import_path(@import), notice: t(".import_loaded")
+    else
+      flash.now[:alert] = @import.errors.full_messages.to_sentence
+      render :load, status: :unprocessable_entity
+    end
+  end
+
+  def load_csv
+    if @import.update(import_params)
+      redirect_to configure_import_path(@import), notice: t(".import_loaded")
+    else
+      flash.now[:alert] = @import.errors.full_messages.to_sentence
+      render :load, status: :unprocessable_entity
+    end
+  end
+
+  def configure
+    unless @import.loaded?
+      redirect_to load_import_path(@import), alert: t(".invalid_csv")
+    end
+  end
+
+  def update_mappings
+    @import.update! import_params(@import.expected_fields.map(&:key))
+    redirect_to clean_import_path(@import), notice: t(".column_mappings_saved")
+  end
+
+  def clean
+    unless @import.loaded?
+      redirect_to load_import_path(@import), alert: t(".invalid_csv")
+    end
+  end
+
+  def update_csv
+    update_params = import_params[:csv_update]
+
+    @import.update_csv! \
+      row_idx: update_params[:row_idx],
+      col_idx: update_params[:col_idx],
+      value: update_params[:value]
+
+    render :clean
+  end
+
+  def confirm
+    unless @import.cleaned?
+      redirect_to clean_import_path(@import), alert: t(".invalid_data")
+    end
+  end
+
+  def publish
+    if @import.valid?
+      @import.publish_later
+      redirect_to imports_path, notice: t(".import_published")
+    else
+      flash.now[:error] = t(".invalid_data")
+      render :confirm, status: :unprocessable_entity
+    end
+  end
+
+  private
+
+    def set_import
+      @import = Current.family.imports.find(params[:id])
+    end
+
+    def import_params(permitted_mappings = nil)
+      params.require(:import).permit(:raw_file_str, column_mappings: permitted_mappings, csv_update: [ :row_idx, :col_idx, :value ])
+    end
+end

app/controllers/institutions_controller.rb

@@ -0,0 +1,40 @@
+class InstitutionsController < ApplicationController
+  before_action :set_institution, except: %i[new create]
+
+  def new
+    @institution = Institution.new
+  end
+
+  def create
+    Current.family.institutions.create!(institution_params)
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  def edit
+  end
+
+  def update
+    @institution.update!(institution_params)
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  def destroy
+    @institution.destroy!
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  def sync
+    @institution.sync
+    redirect_back_or_to accounts_path, notice: t(".success")
+  end
+
+  private
+
+    def institution_params
+      params.require(:institution).permit(:name, :logo)
+    end
+
+    def set_institution
+      @institution = Current.family.institutions.find(params[:id])
+    end
+end

app/controllers/invite_codes_controller.rb

@@ -0,0 +1,10 @@
+class InviteCodesController < ApplicationController
+  def index
+    @invite_codes = InviteCode.all
+  end
+
+  def create
+    InviteCode.generate!
+    redirect_back_or_to invite_codes_path, notice: "Code generated"
+  end
+end

app/controllers/issue/exchange_rate_provider_missings_controller.rb

@@ -0,0 +1,19 @@
+class Issue::ExchangeRateProviderMissingsController < ApplicationController
+  before_action :set_issue, only: :update
+
+  def update
+    Setting.synth_api_key = exchange_rate_params[:synth_api_key]
+    @issue.issuable.sync_later
+    redirect_back_or_to account_path(@issue.issuable)
+  end
+
+  private
+
+    def set_issue
+      @issue = Current.family.issues.find(params[:id])
+    end
+
+    def exchange_rate_params
+      params.require(:issue_exchange_rate_provider_missing).permit(:synth_api_key)
+    end
+end

app/controllers/issues_controller.rb

@@ -0,0 +1,13 @@
+class IssuesController < ApplicationController
+  before_action :set_issue, only: :show
+
+  def show
+    render template: "#{@issue.class.name.underscore.pluralize}/show", layout: "issues"
+  end
+
+  private
+
+    def set_issue
+      @issue = Current.family.issues.find(params[:id])
+    end
+end

app/controllers/merchants_controller.rb

@@ -0,0 +1,41 @@
+class MerchantsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_merchant, only: %i[edit update destroy]
+
+  def index
+    @merchants = Current.family.merchants.alphabetically
+  end
+
+  def new
+    @merchant = Merchant.new
+  end
+
+  def create
+    Current.family.merchants.create!(merchant_params)
+    redirect_to merchants_path, notice: t(".success")
+  end
+
+  def edit
+  end
+
+  def update
+    @merchant.update!(merchant_params)
+    redirect_to merchants_path, notice: t(".success")
+  end
+
+  def destroy
+    @merchant.destroy!
+    redirect_to merchants_path, notice: t(".success")
+  end
+
+  private
+
+    def set_merchant
+      @merchant = Current.family.merchants.find(params[:id])
+    end
+
+    def merchant_params
+      params.require(:merchant).permit(:name, :color)
+    end
+end

app/controllers/pages_controller.rb

@@ -1,4 +1,6 @@
 class PagesController < ApplicationController
+  layout :with_sidebar
+
   include Filterable
 
   def dashboard
@@ -6,6 +8,35 @@ class PagesController < ApplicationController
     @net_worth_series = snapshot[:net_worth_series]
     @asset_series = snapshot[:asset_series]
     @liability_series = snapshot[:liability_series]
-    @account_groups = Current.family.accounts.by_group(period: @period, currency: Current.family.currency)
+
+    snapshot_transactions = Current.family.snapshot_transactions
+    @income_series = snapshot_transactions[:income_series]
+    @spending_series = snapshot_transactions[:spending_series]
+    @savings_rate_series = snapshot_transactions[:savings_rate_series]
+
+    snapshot_account_transactions = Current.family.snapshot_account_transactions
+    @top_spenders = snapshot_account_transactions[:top_spenders]
+    @top_earners = snapshot_account_transactions[:top_earners]
+    @top_savers = snapshot_account_transactions[:top_savers]
+
+    @accounts = Current.family.accounts
+    @account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
+    @transaction_entries = Current.family.entries.account_transactions.limit(6).reverse_chronological
+
+    # TODO: Placeholders for trendlines
+    placeholder_series_data = 10.times.map do |i|
+      { date: Date.current - i.days, value: Money.new(0) }
+    end
+    @investing_series = TimeSeries.new(placeholder_series_data)
+  end
+
+  def changelog
+    @release_notes = Provider::Github.new.fetch_latest_release_notes
+  end
+
+  def feedback
+  end
+
+  def invites
   end
 end

app/controllers/password_resets_controller.rb

@@ -3,7 +3,7 @@ class PasswordResetsController < ApplicationController
 
   layout "auth"
 
-  before_action :set_user_by_token, only: :update
+  before_action :set_user_by_token, only: %i[edit update]
 
   def new
   end
@@ -20,6 +20,7 @@ class PasswordResetsController < ApplicationController
   end
 
   def edit
+    @user = User.new
   end
 
   def update
@@ -32,12 +33,12 @@ class PasswordResetsController < ApplicationController
 
   private
 
-  def set_user_by_token
-    @user = User.find_by_token_for(:password_reset, params[:token])
-    redirect_to new_password_reset_path, alert: t("password_resets.update.invalid_token") unless @user.present?
-  end
+    def set_user_by_token
+      @user = User.find_by_token_for(:password_reset, params[:token])
+      redirect_to new_password_reset_path, alert: t("password_resets.update.invalid_token") unless @user.present?
+    end
 
-  def password_params
-    params.require(:user).permit(:password, :password_confirmation)
-  end
+    def password_params
+      params.require(:user).permit(:password, :password_confirmation)
+    end
 end

app/controllers/passwords_controller.rb

@@ -12,7 +12,7 @@ class PasswordsController < ApplicationController
 
   private
 
-  def password_params
-    params.require(:user).permit(:password, :password_confirmation, :password_challenge).with_defaults(password_challenge: "")
-  end
+    def password_params
+      params.require(:user).permit(:password, :password_confirmation, :password_challenge).with_defaults(password_challenge: "")
+    end
 end

app/controllers/properties_controller.rb

@@ -0,0 +1,41 @@
+class PropertiesController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update!(account_params)
+    @account.sync_later
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :start_date, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :year_built,
+            :area_unit,
+            :area_value,
+            address_attributes: [ :line1, :line2, :locality, :region, :country, :postal_code ]
+          ]
+        )
+    end
+end

app/controllers/registrations_controller.rb

@@ -13,9 +13,10 @@ class RegistrationsController < ApplicationController
   def create
     family = Family.new
     @user.family = family
+    @user.role = :admin
 
     if @user.save
-      Transaction::Category.create_default_categories(@user.family)
+      Category.create_default_categories(@user.family)
       login @user
       flash[:notice] = t(".success")
       redirect_to root_path
@@ -27,17 +28,17 @@ class RegistrationsController < ApplicationController
 
   private
 
-  def set_user
-    @user = User.new user_params.except(:invite_code)
-  end
-
-  def user_params
-    params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
-  end
-
-  def claim_invite_code
-    unless InviteCode.claim! params[:user][:invite_code]
-      redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
+    def set_user
+      @user = User.new user_params.except(:invite_code)
+    end
+
+    def user_params
+      params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
+    end
+
+    def claim_invite_code
+      unless InviteCode.claim! params[:user][:invite_code]
+        redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
+      end
     end
-  end
 end

app/controllers/settings/hostings_controller.rb

@@ -0,0 +1,71 @@
+class Settings::HostingsController < SettingsController
+  before_action :verify_hosting_mode
+
+  def show
+  end
+
+  def update
+    if all_updates_valid?
+      hosting_params.keys.each do |key|
+        Setting.send("#{key}=", hosting_params[key].strip)
+      end
+
+      redirect_to settings_hosting_path, notice: t(".success")
+    else
+      flash.now[:error] = @errors.first.message
+      render :show, status: :unprocessable_entity
+    end
+  end
+
+  def send_test_email
+    unless Setting.smtp_settings_populated?
+      flash[:alert] = t(".missing_smtp_setting_error")
+      render(:show, status: :unprocessable_entity)
+      return
+    end
+
+    begin
+      NotificationMailer.with(user: Current.user).test_email.deliver_now
+    rescue => _e
+      flash[:alert] = t(".error")
+      render :show, status: :unprocessable_entity
+      return
+    end
+
+    redirect_to settings_hosting_path, notice: t(".success")
+  end
+
+  private
+    def all_updates_valid?
+      @errors = ActiveModel::Errors.new(Setting)
+      hosting_params.keys.each do |key|
+        setting = Setting.new(var: key)
+        setting.value = hosting_params[key].strip
+
+        unless setting.valid?
+          @errors.merge!(setting.errors)
+        end
+      end
+
+      if hosting_params[:upgrades_mode] == "auto" && hosting_params[:render_deploy_hook].blank?
+        @errors.add(:render_deploy_hook, t("settings.hostings.update.render_deploy_hook_error"))
+      end
+
+      @errors.empty?
+    end
+
+    def hosting_params
+      permitted_params = params.require(:setting).permit(:render_deploy_hook, :upgrades_mode, :email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password, :require_invite_for_signup)
+
+      result = {}
+      result[:upgrades_mode] = permitted_params[:upgrades_mode] == "manual" ? "manual" : "auto" if permitted_params.key?(:upgrades_mode)
+      result[:render_deploy_hook] = permitted_params[:render_deploy_hook] if permitted_params.key?(:render_deploy_hook)
+      result[:upgrades_target] = permitted_params[:upgrades_mode] unless permitted_params[:upgrades_mode] == "manual" if permitted_params.key?(:upgrades_mode)
+      result.merge!(permitted_params.slice(:email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password, :require_invite_for_signup))
+      result
+    end
+
+    def verify_hosting_mode
+      head :not_found unless self_hosted?
+    end
+end

app/controllers/settings/preferences_controller.rb

@@ -0,0 +1,26 @@
+class Settings::PreferencesController < SettingsController
+  def edit
+  end
+
+  def update
+    preference_params_with_family = preference_params
+
+    if Current.family && preference_params[:family_attributes]
+      family_attributes = preference_params[:family_attributes].merge({ id: Current.family.id })
+      preference_params_with_family[:family_attributes] = family_attributes
+    end
+
+    if Current.user.update(preference_params_with_family)
+      redirect_to settings_preferences_path, notice: t(".success")
+    else
+      redirect_to settings_preferences_path, notice: t(".success")
+      render :show, status: :unprocessable_entity
+    end
+  end
+
+  private
+
+    def preference_params
+      params.require(:user).permit(family_attributes: [ :id, :currency ])
+    end
+end

app/controllers/settings/profiles_controller.rb

@@ -0,0 +1,39 @@
+class Settings::ProfilesController < SettingsController
+  def show
+  end
+
+  def update
+    user_params_with_family = user_params
+
+    if params[:user][:delete_profile_image] == "true"
+      Current.user.profile_image.purge
+    end
+
+    if Current.family && user_params_with_family[:family_attributes]
+      family_attributes = user_params_with_family[:family_attributes].merge({ id: Current.family.id })
+      user_params_with_family[:family_attributes] = family_attributes
+    end
+
+    if Current.user.update(user_params_with_family)
+      redirect_to settings_profile_path, notice: t(".success")
+    else
+      redirect_to settings_profile_path, alert: Current.user.errors.full_messages.to_sentence
+    end
+  end
+
+  def destroy
+    if Current.user.deactivate
+      logout
+      redirect_to root_path, notice: t(".success")
+    else
+      redirect_to settings_profile_path, alert: Current.user.errors.full_messages.to_sentence
+    end
+  end
+
+  private
+
+    def user_params
+      params.require(:user).permit(:first_name, :last_name, :profile_image,
+                                   family_attributes: [ :name, :id ])
+    end
+end

app/controllers/settings/self_hosting_controller.rb

@@ -1,46 +0,0 @@
-class Settings::SelfHostingController < ApplicationController
-  before_action :verify_self_hosting_enabled
-
-  def edit
-  end
-
-  def update
-    if all_updates_valid?
-      self_hosting_params.keys.each do |key|
-        Setting.send("#{key}=", self_hosting_params[key].strip)
-      end
-
-      redirect_to edit_settings_self_hosting_path, notice: t(".success")
-    else
-      flash.now[:error] = @errors.first.message
-      render :edit, status: :unprocessable_entity
-    end
-  end
-
-  private
-    def all_updates_valid?
-      @errors = ActiveModel::Errors.new(Setting)
-      self_hosting_params.keys.each do |key|
-        setting = Setting.new(var: key)
-        setting.value = self_hosting_params[key].strip
-
-        unless setting.valid?
-          @errors.merge!(setting.errors)
-        end
-      end
-
-      if self_hosting_params[:upgrades_mode] == "auto" && self_hosting_params[:render_deploy_hook].blank?
-        @errors.add(:render_deploy_hook, t("settings.self_hosting.update.render_deploy_hook_error"))
-      end
-
-      @errors.empty?
-    end
-
-    def self_hosting_params
-      params.require(:setting).permit(:render_deploy_hook, :upgrades_mode, :upgrades_target)
-    end
-
-    def verify_self_hosting_enabled
-      head :not_found unless self_hosted?
-    end
-end

app/controllers/settings_controller.rb

@@ -1,26 +1,3 @@
 class SettingsController < ApplicationController
-  def edit
-  end
-
-  def update
-    user_params_with_family = user_params
-
-    if Current.family
-      family_attributes = user_params_with_family[:family_attributes].merge({ id: Current.family.id })
-      user_params_with_family[:family_attributes] = family_attributes
-    end
-
-    if Current.user.update(user_params_with_family)
-      redirect_to root_path, notice: "Profile updated successfully."
-    else
-      render :edit, status: :unprocessable_entity
-    end
-  end
-
-  private
-
-  def user_params
-    params.require(:user).permit(:first_name, :last_name, :email, :password, :password_confirmation,
-                                 family_attributes: [ :name, :id, :currency ])
-  end
+  layout :with_sidebar
 end

app/controllers/tag/deletions_controller.rb

@@ -0,0 +1,24 @@
+class Tag::DeletionsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_tag
+  before_action :set_replacement_tag, only: :create
+
+  def new
+  end
+
+  def create
+    @tag.replace_and_destroy! @replacement_tag
+    redirect_back_or_to tags_path, notice: t(".deleted")
+  end
+
+  private
+
+    def set_tag
+      @tag = Current.family.tags.find_by(id: params[:tag_id])
+    end
+
+    def set_replacement_tag
+      @replacement_tag = Current.family.tags.find_by(id: params[:replacement_tag_id])
+    end
+end

app/controllers/tags_controller.rb

@@ -0,0 +1,36 @@
+class TagsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_tag, only: %i[edit update]
+
+  def index
+    @tags = Current.family.tags.alphabetically
+  end
+
+  def new
+    @tag = Current.family.tags.new color: Tag::COLORS.sample
+  end
+
+  def create
+    Current.family.tags.create!(tag_params)
+    redirect_to tags_path, notice: t(".created")
+  end
+
+  def edit
+  end
+
+  def update
+    @tag.update!(tag_params)
+    redirect_to tags_path, notice: t(".updated")
+  end
+
+  private
+
+    def set_tag
+      @tag = Current.family.tags.find(params[:id])
+    end
+
+    def tag_params
+      params.require(:tag).permit(:name, :color)
+    end
+end

app/controllers/transactions/categories_controller.rb

@@ -1,34 +0,0 @@
-class Transactions::CategoriesController < ApplicationController
-  before_action :set_category, only: [ :update, :destroy ]
-
-  def create
-    if Current.family.transaction_categories.create(category_params)
-      redirect_to transactions_path, notice: t(".success")
-    else
-      render transactions_path, status: :unprocessable_entity, notice: t(".error")
-    end
-  end
-
-  def update
-    if @category.update(category_params)
-      redirect_to transactions_path, notice: t(".success")
-    else
-      render transactions_path, status: :unprocessable_entity, notice: t(".error")
-    end
-  end
-
-  def destroy
-    @category.destroy!
-    redirect_to transactions_path, notice: t(".success")
-  end
-
-  private
-
-  def set_category
-    @category = Current.family.transaction_categories.find(params[:id])
-  end
-
-  def category_params
-    params.require(:transaction_category).permit(:name, :name, :color)
-  end
-end

app/controllers/transactions_controller.rb

@@ -1,125 +1,104 @@
 class TransactionsController < ApplicationController
-  before_action :set_transaction, only: %i[ show edit update destroy ]
+  layout :with_sidebar
 
   def index
-    search_params = session[ransack_session_key] || params[:q]
-    @q = Current.family.transactions.ransack(search_params)
-    result = @q.result.order(date: :desc)
-    @pagy, @transactions = pagy(result, items: 10)
+    @q = search_params
+    result = Current.family.entries.account_transactions.search(@q).reverse_chronological
+    @pagy, @transaction_entries = pagy(result, limit: params[:per_page] || "50")
+
     @totals = {
-      count: result.count,
-      income: result.inflows.sum(&:amount_money).abs,
-      expense: result.outflows.sum(&:amount_money).abs
+      count: result.select { |t| t.currency == Current.family.currency }.count,
+      income: result.income_total(Current.family.currency).abs,
+      expense: result.expense_total(Current.family.currency)
     }
-    @filter_list = Transaction.build_filter_list(search_params, Current.family)
-
-    respond_to do |format|
-      format.html
-      format.turbo_stream
-    end
-  end
-
-  def search
-    if params[:clear]
-      session.delete(ransack_session_key)
-    elsif params[:remove_param]
-      current_params = session[ransack_session_key] || {}
-      updated_params = delete_search_param(current_params, params[:remove_param], value: params[:remove_param_value])
-      session[ransack_session_key] = updated_params
-    elsif params[:q]
-      session[ransack_session_key] = params[:q]
-    end
-
-    index
-
-    respond_to do |format|
-      format.html { render :index }
-      format.turbo_stream do
-        render turbo_stream: [
-          turbo_stream.replace("transactions_summary", partial: "transactions/summary", locals: { totals: @totals }),
-          turbo_stream.replace("transactions_search_form", partial: "transactions/search_form", locals: { q: @q }),
-          turbo_stream.replace("transactions_filters", partial: "transactions/filters", locals: { filters: @filter_list }),
-          turbo_stream.replace("transactions_list", partial: "transactions/list", locals: { transactions: @transactions, pagy: @pagy })
-        ]
-      end
-    end
-  end
-
-  def show
   end
 
   def new
-    @transaction = Transaction.new
-  end
-
-  def edit
+    @entry = Current.family.entries.new(entryable: Account::Transaction.new).tap do |e|
+      if params[:account_id]
+        e.account = Current.family.accounts.find(params[:account_id])
+      end
+    end
   end
 
   def create
-    account = Current.family.accounts.find(params[:transaction][:account_id])
+    @entry = Current.family
+                    .accounts
+                    .find(params[:account_entry][:account_id])
+                    .entries
+                    .create!(transaction_entry_params.merge(amount: amount))
 
-    @transaction = account.transactions.build(transaction_params)
-
-    respond_to do |format|
-      if @transaction.save
-        @transaction.account.sync_later
-        format.html { redirect_to transactions_url, notice: t(".success") }
-      else
-        format.html { render :new, status: :unprocessable_entity }
-      end
-    end
+    @entry.sync_account_later
+    redirect_back_or_to account_path(@entry.account), notice: t(".success")
   end
 
-  def update
-    respond_to do |format|
-      if @transaction.update(transaction_params)
-        @transaction.account.sync_later
-
-        format.html { redirect_to transaction_url(@transaction), notice: t(".success") }
-        format.turbo_stream do
-          render turbo_stream: [
-            turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: t(".success") }),
-            turbo_stream.replace("transaction_#{@transaction.id}", partial: "transactions/transaction", locals: { transaction: @transaction })
-          ]
-        end
-      else
-        format.html { render :edit, status: :unprocessable_entity }
-      end
-    end
+  def bulk_delete
+    destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
+    redirect_back_or_to transactions_url, notice: t(".success", count: destroyed.count)
   end
 
-  def destroy
-    @transaction.destroy!
-    @transaction.account.sync_later
+  def bulk_edit
+  end
 
-    respond_to do |format|
-      format.html { redirect_to transactions_url, notice: t(".success") }
-    end
+  def bulk_update
+    updated = Current.family
+                     .entries
+                     .where(id: bulk_update_params[:entry_ids])
+                     .bulk_update!(bulk_update_params)
+
+    redirect_back_or_to transactions_url, notice: t(".success", count: updated)
+  end
+
+  def mark_transfers
+    Current.family
+      .entries
+      .where(id: bulk_update_params[:entry_ids])
+           .mark_transfers!
+
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  def unmark_transfers
+    Current.family
+      .entries
+      .where(id: bulk_update_params[:entry_ids])
+           .update_all marked_as_transfer: false
+
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  def rules
   end
 
   private
-    def delete_search_param(params, key, value: nil)
-      if value
-        params[key]&.delete(value)
-        params.delete(key) if params[key].empty? # Remove key if it's empty after deleting value
+
+    def amount
+      if nature.income?
+        transaction_entry_params[:amount].to_d * -1
       else
-        params.delete(key)
+        transaction_entry_params[:amount].to_d
       end
-
-      params
     end
 
-    def ransack_session_key
-      :ransack_transactions_q
+    def nature
+      params[:account_entry][:nature].to_s.inquiry
     end
 
-    # Use callbacks to share common setup or constraints between actions.
-    def set_transaction
-      @transaction = Transaction.find(params[:id])
+    def bulk_delete_params
+      params.require(:bulk_delete).permit(entry_ids: [])
     end
 
-    # Only allow a list of trusted parameters through.
-    def transaction_params
-      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id)
+    def bulk_update_params
+      params.require(:bulk_update).permit(:date, :notes, :category_id, :merchant_id, entry_ids: [])
+    end
+
+    def search_params
+      params.fetch(:q, {}).permit(:start_date, :end_date, :search, accounts: [], account_ids: [], categories: [], merchants: [])
+    end
+
+    def transaction_entry_params
+      params.require(:account_entry)
+            .permit(:name, :date, :amount, :currency, :entryable_type, entryable_attributes: [ :category_id ])
+            .with_defaults(entryable_type: "Account::Transaction", entryable_attributes: {})
     end
 end

app/controllers/valuations_controller.rb

@@ -1,65 +0,0 @@
-class ValuationsController < ApplicationController
-  def create
-    @account = Current.family.accounts.find(params[:account_id])
-
-    # TODO: placeholder logic until we have a better abstraction for trends
-    @valuation = @account.valuations.new(valuation_params.merge(currency: Current.family.currency))
-    if @valuation.save
-      @valuation.account.sync_later
-
-      respond_to do |format|
-        format.html { redirect_to account_path(@account), notice: "Valuation created" }
-        format.turbo_stream
-      end
-    else
-      render :new, status: :unprocessable_entity
-    end
-  rescue ActiveRecord::RecordNotUnique
-    flash.now[:error] = "Valuation already exists for this date"
-    render :new, status: :unprocessable_entity
-  end
-
-  def show
-    @valuation = Current.family.accounts.find(params[:account_id]).valuations.find(params[:id])
-  end
-
-  def edit
-    @valuation = Valuation.find(params[:id])
-  end
-
-  def update
-    @valuation = Valuation.find(params[:id])
-    if @valuation.update(valuation_params)
-      @valuation.account.sync_later
-
-      redirect_to account_path(@valuation.account), notice: "Valuation updated"
-    else
-      render :edit, status: :unprocessable_entity
-    end
-  rescue ActiveRecord::RecordNotUnique
-    flash.now[:error] = "Valuation already exists for this date"
-    render :edit, status: :unprocessable_entity
-  end
-
-  def destroy
-    @valuation = Valuation.find(params[:id])
-    @account = @valuation.account
-    @valuation.destroy!
-    @account.sync_later
-
-    respond_to do |format|
-      format.html { redirect_to account_path(@account), notice: "Valuation deleted" }
-      format.turbo_stream
-    end
-  end
-
-  def new
-    @account = Current.family.accounts.find(params[:account_id])
-    @valuation = @account.valuations.new
-  end
-
-  private
-    def valuation_params
-      params.require(:valuation).permit(:date, :value)
-    end
-end

app/controllers/vehicles_controller.rb

@@ -0,0 +1,42 @@
+class VehiclesController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update!(account_params)
+    @account.sync_later
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :start_date, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :make,
+            :model,
+            :year,
+            :mileage_value,
+            :mileage_unit
+          ]
+        )
+    end
+end

app/helpers/account/cashes_helper.rb

@@ -0,0 +1,13 @@
+module Account::CashesHelper
+  def brokerage_cash(account)
+    currency = Money::Currency.new(account.currency)
+
+    account.holdings.build \
+      date: Date.current,
+      qty: account.balance,
+      price: 1,
+      amount: account.balance,
+      currency: account.currency,
+      security: Security.new(ticker: currency.iso_code, name: currency.name)
+  end
+end

app/helpers/account/entries_helper.rb

@@ -0,0 +1,61 @@
+module Account::EntriesHelper
+  def permitted_entryable_partial_path(entry, relative_partial_path)
+    "account/entries/entryables/#{permitted_entryable_key(entry)}/#{relative_partial_path}"
+  end
+
+  def unconfirmed_transfer?(entry)
+    entry.marked_as_transfer? && entry.transfer.nil?
+  end
+
+  def transfer_entries(entries)
+    transfers = entries.select { |e| e.transfer_id.present? }
+    transfers.map(&:transfer).uniq
+  end
+
+  def entry_icon(entry, is_oldest: false)
+    if is_oldest
+      "keyboard"
+    elsif entry.trend.direction.up?
+      "arrow-up"
+    elsif entry.trend.direction.down?
+      "arrow-down"
+    else
+      "minus"
+    end
+  end
+
+  def entry_style(entry, is_oldest: false)
+    color = is_oldest ? "#D444F1" : entry.trend.color
+
+    mixed_hex_styles(color)
+  end
+
+  def entry_name(entry)
+    if entry.account_trade?
+      trade     = entry.account_trade
+      prefix    = trade.sell? ? "Sell " : "Buy "
+      generated = prefix + "#{trade.qty.abs} shares of #{trade.security.ticker}"
+      name      = entry.name || generated
+      name
+    else
+      entry.name || "Transaction"
+    end
+  end
+
+  def entries_by_date(entries, selectable: true)
+    entries.group_by(&:date).map do |date, grouped_entries|
+      content = capture do
+        yield grouped_entries
+      end
+
+      render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable: }
+    end.join.html_safe
+  end
+
+  private
+
+    def permitted_entryable_key(entry)
+      permitted_entryable_paths = %w[transaction valuation trade]
+      entry.entryable_name_short.presence_in(permitted_entryable_paths)
+    end
+end

app/helpers/account/transfers_helper.rb

@@ -0,0 +1,2 @@
+module Account::TransfersHelper
+end

app/helpers/accounts_helper.rb

@@ -7,6 +7,10 @@ module AccountsHelper
     class_mapping(accountable_type)[:text]
   end
 
+  def accountable_fill_class(accountable_type)
+    class_mapping(accountable_type)[:fill]
+  end
+
   def accountable_bg_class(accountable_type)
     class_mapping(accountable_type)[:bg]
   end
@@ -15,18 +19,73 @@ module AccountsHelper
     class_mapping(accountable_type)[:bg_transparent]
   end
 
+  def accountable_color(accountable_type)
+    class_mapping(accountable_type)[:hex]
+  end
+
+  # Eventually, we'll have an accountable form for each type of accountable, so
+  # this helper is a convenience for now to reuse common logic in the accounts controller
+  def new_account_form_url(account)
+    case account.accountable_type
+    when "Property"
+      properties_path
+    when "Vehicle"
+      vehicles_path
+    else
+      accounts_path
+    end
+  end
+
+  def edit_account_form_url(account)
+    case account.accountable_type
+    when "Property"
+      property_path(account)
+    when "Vehicle"
+      vehicle_path(account)
+    else
+      account_path(account)
+    end
+  end
+
+  def account_tabs(account)
+    overview_tab = { key: "overview", label: t("accounts.show.overview"), path: account_path(account, tab: "overview"), partial_path: "accounts/overview" }
+    holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), route: account_holdings_path(account) }
+    cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), route: account_cashes_path(account) }
+    value_tab        = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), route: account_valuations_path(account) }
+    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), route: account_transactions_path(account) }
+    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), route: account_trades_path(account) }
+
+    return [ overview_tab, value_tab ] if account.property? || account.vehicle?
+    return [ holdings_tab, cash_tab, trades_tab ] if account.investment?
+
+    [ value_tab, transactions_tab ]
+  end
+
+  def selected_account_tab(account)
+    available_tabs = account_tabs(account)
+
+    tab = available_tabs.find { |tab| tab[:key] == params[:tab] }
+
+    tab || available_tabs.first
+  end
+
+  def account_groups(period: nil)
+    assets, liabilities = Current.family.accounts.by_group(currency: Current.family.currency, period: period || Period.last_30_days).values_at(:assets, :liabilities)
+    [ assets.children, liabilities.children ].flatten
+  end
+
   private
 
-  def class_mapping(accountable_type)
-    {
-      "Account::Credit" => { text: "text-red-500", bg: "bg-red-500", bg_transparent: "bg-red-500/10" },
-      "Account::Loan" => { text: "text-fuchsia-500", bg: "bg-fuchsia-500", bg_transparent: "bg-fuchsia-500/10" },
-      "Account::OtherLiability" => { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10" },
-      "Account::Depository" => { text: "text-violet-500", bg: "bg-violet-500", bg_transparent: "bg-violet-500/10" },
-      "Account::Investment" => { text: "text-blue-600", bg: "bg-blue-600", bg_transparent: "bg-blue-600/10" },
-      "Account::OtherAsset" => { text: "text-green-500", bg: "bg-green-500", bg_transparent: "bg-green-500/10" },
-      "Account::Property" => { text: "text-cyan-500", bg: "bg-cyan-500", bg_transparent: "bg-cyan-500/10" },
-      "Account::Vehicle" => { text: "text-pink-500", bg: "bg-pink-500", bg_transparent: "bg-pink-500/10" }
-    }.fetch(accountable_type, { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10" })
-  end
+    def class_mapping(accountable_type)
+      {
+        "CreditCard" => { text: "text-red-500", bg: "bg-red-500", bg_transparent: "bg-red-500/10", fill: "fill-red-500", hex: "#F13636" },
+        "Loan" => { text: "text-fuchsia-500", bg: "bg-fuchsia-500", bg_transparent: "bg-fuchsia-500/10", fill: "fill-fuchsia-500", hex: "#D444F1" },
+        "OtherLiability" => { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" },
+        "Depository" => { text: "text-violet-500", bg: "bg-violet-500", bg_transparent: "bg-violet-500/10", fill: "fill-violet-500", hex: "#875BF7" },
+        "Investment" => { text: "text-blue-600", bg: "bg-blue-600", bg_transparent: "bg-blue-600/10", fill: "fill-blue-600", hex: "#1570EF" },
+        "OtherAsset" => { text: "text-green-500", bg: "bg-green-500", bg_transparent: "bg-green-500/10", fill: "fill-green-500", hex: "#12B76A" },
+        "Property" => { text: "text-cyan-500", bg: "bg-cyan-500", bg_transparent: "bg-cyan-500/10", fill: "fill-cyan-500", hex: "#06AED4" },
+        "Vehicle" => { text: "text-pink-500", bg: "bg-pink-500", bg_transparent: "bg-pink-500/10", fill: "fill-pink-500", hex: "#F23E94" }
+      }.fetch(accountable_type, { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" })
+    end
 end

app/helpers/application_form_builder.rb

@@ -1,125 +0,0 @@
-class ApplicationFormBuilder < ActionView::Helpers::FormBuilder
-  def initialize(object_name, object, template, options)
-    options[:html] ||= {}
-    options[:html][:class] ||= "space-y-4"
-
-    super(object_name, object, template, options)
-  end
-
-  (field_helpers - [ :label, :check_box, :radio_button, :fields_for, :fields, :hidden_field, :file_field ]).each do |selector|
-    class_eval <<-RUBY_EVAL, __FILE__, __LINE__ + 1
-      def #{selector}(method, options = {})
-        default_options = { class: "form-field__input" }
-        merged_options = default_options.merge(options)
-
-        return super(method, merged_options) unless options[:label]
-
-        @template.form_field_tag do
-          label(method, *label_args(options)) +
-          super(method, merged_options.except(:label))
-        end
-      end
-    RUBY_EVAL
-  end
-
-  # See `Monetizable` concern, which adds a _money suffix to the attribute name
-  # For a monetized field, the setter will always be the attribute name without the _money suffix
-  def money_field(method, options = {})
-    money = @object.send(method)
-    raise ArgumentError, "The value of #{method} is not a Money object" unless money.is_a?(Money) || money.nil?
-
-    money_amount_method = method.to_s.chomp("_money").to_sym
-    money_currency_method = :currency
-
-    readonly_currency = options[:readonly_currency] || false
-
-    default_options = {
-      class: "form-field__input",
-      value: money&.amount,
-      placeholder: Money.new(0, money&.currency || Money.default_currency).format
-    }
-
-    merged_options = default_options.merge(options)
-
-    grouped_options = currency_options_for_select
-    selected_currency = money&.currency&.iso_code
-
-    @template.form_field_tag do
-      (label(method, *label_args(options)).to_s if options[:label]) +
-      @template.tag.div(class: "flex items-center") do
-        number_field(money_amount_method, merged_options.except(:label)) +
-        grouped_select(money_currency_method, grouped_options, { selected: selected_currency, disabled: readonly_currency }, class: "ml-auto form-field__input w-fit pr-8")
-      end
-    end
-  end
-
-
-  def grouped_select(method, grouped_choices, options = {}, html_options = {})
-    default_options = { class: "form-field__input" }
-    merged_html_options = default_options.merge(html_options)
-
-    label_html = label(method, *label_args(options)).to_s if options[:label]
-    select_html = @template.grouped_collection_select(@object_name, method, grouped_choices, :last, :first, :last, :first, options, merged_html_options)
-
-    @template.content_tag(:div, class: "flex items-center") do
-      label_html.to_s.html_safe + select_html
-    end
-  end
-
-  def select(method, choices, options = {}, html_options = {})
-    default_options = { class: "form-field__input" }
-    merged_options = default_options.merge(html_options)
-
-    return super(method, choices, options, merged_options) unless options[:label]
-
-    @template.form_field_tag do
-      label(method, *label_args(options)) +
-      super(method, choices, options, merged_options.except(:label))
-    end
-  end
-
-  def collection_select(method, collection, value_method, text_method, options = {}, html_options = {})
-    default_options = { class: "form-field__input" }
-    merged_options = default_options.merge(html_options)
-
-    return super(method, collection, value_method, text_method, options, merged_options) unless options[:label]
-
-    @template.form_field_tag do
-      label(method, *label_args(options)) +
-      super(method, collection, value_method, text_method, options, merged_options.except(:label))
-    end
-  end
-
-  def submit(value = nil, options = {})
-    value, options = nil, value if value.is_a?(Hash)
-    default_options = { class: "form-field__submit" }
-    merged_options = default_options.merge(options)
-    super(value, merged_options)
-  end
-
-  private
-
-  def currency_options_for_select
-    popular_currencies = Money::Currency.popular.map { |currency| [ currency.iso_code, currency.iso_code ] }
-    all_currencies = Money::Currency.all_instances.map { |currency| [ currency.iso_code, currency.iso_code ] }
-    all_other_currencies = all_currencies.reject { |c| popular_currencies.map(&:last).include?(c.last) }.sort_by(&:last)
-
-    {
-      I18n.t("accounts.new.currency.popular") => popular_currencies,
-      I18n.t("accounts.new.currency.all_others") => all_other_currencies
-    }
-  end
-
-  def label_args(options)
-    case options[:label]
-    when Array
-      options[:label]
-    when String
-      [ options[:label], { class: "form-field__label" } ]
-    when Hash
-      [ nil, options[:label] ]
-    else
-      [ nil, { class: "form-field__label" } ]
-    end
-  end
-end

app/helpers/application_helper.rb

@@ -13,58 +13,92 @@ module ApplicationHelper
     name.underscore
   end
 
-  def notification(text, **options, &block)
-    content = tag.p(text)
-    content = capture &block if block_given?
-
-    render partial: "shared/notification", locals: { type: options[:type], content: content }
+  def family_notifications_stream
+    turbo_stream_from [ Current.family, :notifications ] if Current.family
   end
 
-  # Wrap view with <%= modal do %> ... <% end %> to have it open in a modal
-  # Make sure to add data-turbo-frame="modal" to the link/button that opens the modal
-  def modal(&block)
+  def family_stream
+    turbo_stream_from Current.family if Current.family
+  end
+
+  def render_flash_notifications
+    notifications = flash.flat_map do |type, message_or_messages|
+      Array(message_or_messages).map do |message|
+        render partial: "shared/notification", locals: { type: type, message: message }
+      end
+    end
+
+    safe_join(notifications)
+  end
+
+  ##
+  # Helper to open a centered and overlayed modal with custom contents
+  #
+  # @example Basic usage
+  #   <%= modal classes: "custom-class" do %>
+  #     <div>Content here</div>
+  #   <% end %>
+  #
+  def modal(options = {}, &block)
     content = capture &block
-    render partial: "shared/modal", locals: { content: content }
+    render partial: "shared/modal", locals: { content:, classes: options[:classes] }
   end
 
-  def account_groups
-    assets, liabilities = Current.family.accounts.by_group(currency: Current.family.currency, period: Period.last_30_days).values_at(:assets, :liabilities)
-    [ assets.children, liabilities.children ].flatten
-  end
-
-  def sidebar_modal(&block)
+  ##
+  # Helper to open a drawer on the right side of the screen with custom contents
+  #
+  # @example Basic usage
+  #   <%= drawer do %>
+  #     <div>Content here</div>
+  #   <% end %>
+  #
+  def drawer(&block)
     content = capture &block
-    render partial: "shared/sidebar_modal", locals: { content: content }
+    render partial: "shared/drawer", locals: { content: content }
   end
 
   def sidebar_link_to(name, path, options = {})
-    base_class_names = [ "block", "border", "border-transparent", "rounded-xl", "-ml-2", "p-2", "text-sm", "font-medium", "text-gray-500", "flex", "items-center" ]
-    hover_class_names = [ "hover:bg-white", "hover:border-alpha-black-50", "hover:text-gray-900", "hover:shadow-xs" ]
-    current_page_class_names = [ "bg-white", "border-alpha-black-50", "text-gray-900", "shadow-xs" ]
+    is_current = current_page?(path) || (request.path.start_with?(path) && path != "/")
 
-    link_class_names = if current_page?(path) || (request.path.start_with?(path) && path != "/")
-                         base_class_names.delete("border-transparent")
-                         base_class_names + hover_class_names + current_page_class_names
-    else
-                         base_class_names + hover_class_names
+    classes = [
+      "flex items-center gap-2 px-3 py-2 rounded-xl border text-sm font-medium text-gray-500",
+      (is_current ? "bg-white text-gray-900 shadow-xs border-alpha-black-50" : "hover:bg-gray-100 border-transparent")
+    ].compact.join(" ")
+
+    link_to path, **options.merge(class: classes), aria: { current: ("page" if current_page?(path)) } do
+      concat(lucide_icon(options[:icon], class: "w-5 h-5")) if options[:icon]
+      concat(name)
     end
+  end
 
-    merged_options = options.reverse_merge(class: link_class_names.join(" ")).except(:icon)
+  def mixed_hex_styles(hex)
+    color = hex || "#1570EF" # blue-600
 
-    link_to path, merged_options do
-      lucide_icon(options[:icon], class: "w-5 h-5 mr-2") + name
-    end
+    <<-STYLE.strip
+      background-color: color-mix(in srgb, #{color} 5%, white);
+      border-color: color-mix(in srgb, #{color} 10%, white);
+      color: #{color};
+    STYLE
+  end
+
+  def circle_logo(name, hex: nil, size: "md")
+    render partial: "shared/circle_logo", locals: { name: name, hex: hex, size: size }
+  end
+
+  def return_to_path(params, fallback = root_path)
+    uri = URI.parse(params[:return_to] || fallback)
+    uri.relative? ? uri.path : root_path
   end
 
   def trend_styles(trend)
     fallback = { bg_class: "bg-gray-500/5", text_class: "text-gray-500", symbol: "", icon: "minus" }
-    return fallback if trend.nil? || trend.direction == "flat"
+    return fallback if trend.nil? || trend.direction.flat?
 
     bg_class, text_class, symbol, icon = case trend.direction
     when "up"
-      trend.type == "liability" ? [ "bg-red-500/5", "text-red-500", "+", "arrow-up" ] : [ "bg-green-500/5", "text-green-500", "+", "arrow-up" ]
+      trend.favorable_direction.down? ? [ "bg-red-500/5", "text-red-500", "+", "arrow-up" ] : [ "bg-green-500/5", "text-green-500", "+", "arrow-up" ]
     when "down"
-      trend.type == "liability" ? [ "bg-green-500/5", "text-green-500", "-", "arrow-down" ] : [ "bg-red-500/5", "text-red-500", "-", "arrow-down" ]
+      trend.favorable_direction.down? ? [ "bg-green-500/5", "text-green-500", "-", "arrow-down" ] : [ "bg-red-500/5", "text-red-500", "-", "arrow-down" ]
     when "flat"
       [ "bg-gray-500/5", "text-gray-500", "", "minus" ]
     else
@@ -108,4 +142,11 @@ module ApplicationHelper
     options.reverse_merge!(money.default_format_options)
     ActiveSupport::NumberHelper.number_to_delimited(money.amount.round(options[:precision] || 0), { delimiter: options[:delimiter], separator: options[:separator] })
   end
+
+  def totals_by_currency(collection:, money_method:, separator: " | ", negate: false)
+    collection.group_by(&:currency)
+              .transform_values { |item| negate ? item.sum(&money_method) * -1 : item.sum(&money_method) }
+              .map { |_currency, money| format_money(money) }
+              .join(separator)
+  end
 end

app/helpers/categories_helper.rb

@@ -0,0 +1,7 @@
+module CategoriesHelper
+  def null_category
+    Category.new \
+      name: "Uncategorized",
+      color: Category::UNCATEGORIZED_COLOR
+  end
+end

app/helpers/forms_helper.rb

@@ -1,5 +1,85 @@
 module FormsHelper
-  def form_field_tag(&)
-    tag.div class: "form-field", &
+  def styled_form_with(**options, &block)
+    options[:builder] = StyledFormBuilder
+    form_with(**options, &block)
   end
+
+  def modal_form_wrapper(title:, subtitle: nil, &block)
+    content = capture &block
+
+    render partial: "shared/modal_form", locals: { title:, subtitle:, content: }
+  end
+
+  def form_field_tag(options = {}, &block)
+    options[:class] = [ "form-field", options[:class] ].compact.join(" ")
+    tag.div(**options, &block)
+  end
+
+  def radio_tab_tag(form:, name:, value:, label:, icon:, checked: false, disabled: false)
+    form.label name, for: form.field_id(name, value), class: "group has-[:disabled]:cursor-not-allowed" do
+      concat radio_tab_contents(label:, icon:)
+      concat form.radio_button(name, value, checked:, disabled:, class: "hidden")
+    end
+  end
+
+  def period_select(form:, selected:, classes: "border border-alpha-black-100 shadow-xs rounded-lg text-sm pr-7 cursor-pointer text-gray-900 focus:outline-none focus:ring-0")
+    periods_for_select = [ [ "7D", "last_7_days" ], [ "1M", "last_30_days" ], [ "1Y", "last_365_days" ], [ "All", "all" ] ]
+    form.select(:period, periods_for_select, { selected: selected }, class: classes, data: { "auto-submit-form-target": "auto" })
+  end
+
+  def money_with_currency_field(form, money_method, options = {})
+    render partial: "shared/money_field", locals: {
+      form:          form,
+      money_method:  money_method,
+      default_currency: options[:default_currency] || "USD",
+      disable_currency: options[:disable_currency] || false,
+      hide_currency: options[:hide_currency] || false,
+      label:         options[:label] || "Amount"
+    }
+  end
+
+  def money_field(form, method, options = {})
+    value = form.object ? form.object.send(method) : nil
+
+    currency = value&.currency || Money::Currency.new(options[:default_currency] || "USD")
+
+    # See "Monetizable" concern
+    money_amount_method = method.to_s.chomp("_money").to_sym
+
+    money_options = {
+      value: value&.amount,
+      placeholder: "100",
+      min:   -99999999999999,
+      max:   99999999999999,
+      step:  currency.step
+    }
+
+    merged_options = options.merge(money_options)
+
+    form.number_field money_amount_method, merged_options
+  end
+
+  def currency_select_full(form, method, options = {}, html_options = {}, &block)
+    choices = currencies_for_select.map { |currency| [ "#{currency.name} (#{currency.iso_code})", currency.iso_code ] }
+    form.select method, choices, options, html_options, &block
+  end
+
+  def currency_select(form, method, options = {}, html_options = {}, &block)
+    choices = currencies_for_select.map(&:iso_code)
+    form.select method, choices, options, html_options, &block
+  end
+
+  private
+
+    def currencies_for_select
+      Money::Currency.all_instances
+                     .sort_by(&:priority)
+    end
+
+    def radio_tab_contents(label:, icon:)
+      tag.div(class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400 group-has-[:checked]:bg-white group-has-[:checked]:text-gray-800 group-has-[:checked]:shadow-sm") do
+        concat lucide_icon(icon, class: "w-5 h-5")
+        concat tag.span(label, class: "group-has-[:checked]:font-semibold")
+      end
+    end
 end

app/helpers/imports_helper.rb

@@ -0,0 +1,19 @@
+module ImportsHelper
+  def table_corner_class(row_idx, col_idx, rows, cols)
+    return "rounded-tl-xl" if row_idx == 0 && col_idx == 0
+    return "rounded-tr-xl" if row_idx == 0 && col_idx == cols.size - 1
+    return "rounded-bl-xl" if row_idx == rows.size - 1 && col_idx == 0
+    return "rounded-br-xl" if row_idx == rows.size - 1 && col_idx == cols.size - 1
+    ""
+  end
+
+  def nav_steps(import = Import.new)
+    [
+      { name: "Select", complete: import.persisted?, path: import.persisted? ? edit_import_path(import) : new_import_path },
+      { name: "Import", complete: import.loaded?, path: import.persisted? ? load_import_path(import) : nil },
+      { name: "Setup", complete: import.configured?, path: import.persisted? ? configure_import_path(import) : nil },
+      { name: "Clean", complete: import.cleaned?, path: import.persisted? ? clean_import_path(import) : nil },
+      { name: "Confirm", complete: import.complete?, path: import.persisted? ? confirm_import_path(import) : nil }
+    ]
+  end
+end

app/helpers/institutions_helper.rb

@@ -0,0 +1,5 @@
+module InstitutionsHelper
+  def institution_logo(institution)
+    institution.logo.attached? ? institution.logo : institution.logo_url
+  end
+end

app/helpers/menus_helper.rb

@@ -0,0 +1,39 @@
+module MenusHelper
+  def contextual_menu(&block)
+    tag.div data: { controller: "menu" } do
+      concat contextual_menu_icon
+      concat contextual_menu_content(&block)
+    end
+  end
+
+  def contextual_menu_modal_action_item(label, url, icon: "pencil-line", turbo_frame: :modal)
+    link_to url, class: "flex items-center rounded-lg text-gray-900 hover:bg-gray-50 py-2 px-3 gap-2", data: { turbo_frame: } do
+      concat(lucide_icon(icon, class: "shrink-0 w-5 h-5 text-gray-500"))
+      concat(tag.span(label, class: "text-sm"))
+    end
+  end
+
+  def contextual_menu_destructive_item(label, url, turbo_confirm: true, turbo_frame: nil)
+    button_to url,
+              method: :delete,
+              class: "flex items-center w-full rounded-lg text-red-500 hover:bg-red-500/5 py-2 px-3 gap-2",
+              data: { turbo_confirm: turbo_confirm, turbo_frame: } do
+      concat(lucide_icon("trash-2", class: "shrink-0 w-5 h-5"))
+      concat(tag.span(label, class: "text-sm"))
+    end
+  end
+
+  private
+    def contextual_menu_icon
+      tag.button class: "flex hover:bg-gray-100 p-2 rounded cursor-pointer", data: { menu_target: "button" } do
+        lucide_icon "more-horizontal", class: "w-5 h-5 text-gray-500"
+      end
+    end
+
+    def contextual_menu_content(&block)
+      tag.div class: "z-50 border border-alpha-black-25 bg-white rounded-lg shadow-xs hidden",
+               data: { menu_target: "content" } do
+        capture(&block)
+      end
+    end
+end

app/helpers/properties_helper.rb

@@ -0,0 +1,2 @@
+module PropertiesHelper
+end

app/helpers/settings/hosting_helper.rb

@@ -0,0 +1,2 @@
+module Settings::HostingHelper
+end

app/helpers/settings/self_hosting_helper.rb

@@ -1,2 +0,0 @@
-module Settings::SelfHostingHelper
-end

app/helpers/settings_helper.rb

@@ -0,0 +1,46 @@
+module SettingsHelper
+  SETTINGS_ORDER = [
+    { name: I18n.t("settings.nav.profile_label"), path: :settings_profile_path },
+    { name: I18n.t("settings.nav.preferences_label"), path: :settings_preferences_path },
+    { name: I18n.t("settings.nav.self_hosting_label"), path: :settings_hosting_path, condition: :self_hosted? },
+    { name: I18n.t("settings.nav.accounts_label"), path: :accounts_path },
+    { name: I18n.t("settings.nav.tags_label"), path: :tags_path },
+    { name: I18n.t("settings.nav.categories_label"), path: :categories_path },
+    { name: I18n.t("settings.nav.merchants_label"), path: :merchants_path },
+    { name: I18n.t("settings.nav.imports_label"), path: :imports_path },
+    { name: I18n.t("settings.nav.whats_new_label"), path: :changelog_path },
+    { name: I18n.t("settings.nav.feedback_label"), path: :feedback_path }
+  ]
+
+  def adjacent_setting(current_path, offset)
+    visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) }
+    current_index = visible_settings.index { |setting| send(setting[:path]) == current_path }
+    return nil unless current_index
+
+    adjacent_index = current_index + offset
+    return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size
+
+    adjacent = visible_settings[adjacent_index]
+
+    render partial: "settings/nav_link_large", locals: {
+      path: send(adjacent[:path]),
+      direction: offset > 0 ? "next" : "previous",
+      title: adjacent[:name]
+    }
+  end
+
+  def settings_section(title:, subtitle: nil, &block)
+    content = capture(&block)
+    render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content }
+  end
+
+  def settings_nav_footer
+    previous_setting = adjacent_setting(request.path, -1)
+    next_setting = adjacent_setting(request.path, 1)
+
+    content_tag :div, class: "flex justify-between gap-4" do
+      concat(previous_setting)
+      concat(next_setting)
+    end
+  end
+end

app/helpers/styled_form_builder.rb

@@ -0,0 +1,58 @@
+class StyledFormBuilder < ActionView::Helpers::FormBuilder
+  # Fields that visually inherit from "text field"
+  class_attribute :text_field_helpers, default: field_helpers - [ :label, :check_box, :radio_button, :fields_for, :fields, :hidden_field, :file_field ]
+
+  # Wraps "text" inputs with custom structure + base styles
+  text_field_helpers.each do |selector|
+    class_eval <<-RUBY_EVAL, __FILE__, __LINE__ + 1
+      def #{selector}(method, options = {})
+        input_html = label_html(method, options) + super(method, merged_options(options))
+        input_html = apply_form_field_wrapper(input_html) unless options[:inline]
+        input_html
+      end
+    RUBY_EVAL
+  end
+
+  def radio_button(method, tag_value, options = {})
+    super(method, tag_value, merged_options(options, "form-field__radio"))
+  end
+
+  def select(method, choices, options = {}, html_options = {})
+    input_html = label_html(method, options) + super(method, choices, options, merged_options(html_options))
+    input_html = apply_form_field_wrapper(input_html, class: "pr-0") unless options[:inline]
+    input_html
+  end
+
+  def collection_select(method, collection, value_method, text_method, options = {}, html_options = {})
+    input_html = label_html(method, options) + super(method, collection, value_method, text_method, options, merged_options(html_options))
+    input_html = apply_form_field_wrapper(input_html, class: "pr-0") unless options[:inline]
+    input_html
+  end
+
+  def submit(value = nil, options = {})
+    value, options = nil, value if value.is_a?(Hash)
+    super(value, merged_options(options, "form-field__submit"))
+  end
+
+  private
+
+    def apply_form_field_wrapper(input_html, **options)
+      @template.form_field_tag(**options) do
+        input_html
+      end
+    end
+
+    def merged_options(options, default_class = "form-field__input")
+      combined_classes = options.fetch(:class, "") + " #{default_class}"
+      style_options = { class: combined_classes }
+      non_custom_options = options.except(:class, :label, :inline)
+      style_options.merge(non_custom_options)
+    end
+
+    def label_html(method, options)
+      return label(method, class: "form-field__label") if options[:label] == true
+      return "".html_safe unless options[:label]
+
+      label(method, options[:label], class: "form-field__label")
+    end
+end

app/helpers/tags_helper.rb

@@ -0,0 +1,7 @@
+module TagsHelper
+  def null_tag
+    Tag.new \
+      name: "Uncategorized",
+      color: Tag::UNCATEGORIZED_COLOR
+  end
+end

app/helpers/transactions/categories_helper.rb

@@ -1,2 +0,0 @@
-module Transactions::CategoriesHelper
-end

app/helpers/transactions_helper.rb

@@ -1,2 +1,37 @@
 module TransactionsHelper
+  def transaction_search_filters
+    [
+      { key: "account_filter", name: "Account", icon: "layers" },
+      { key: "date_filter", name: "Date", icon: "calendar" },
+      { key: "type_filter", name: "Type", icon: "shapes" },
+      { key: "amount_filter", name: "Amount", icon: "hash" },
+      { key: "category_filter", name: "Category", icon: "tag" },
+      { key: "merchant_filter", name: "Merchant", icon: "store" }
+    ]
+  end
+
+  def get_transaction_search_filter_partial_path(filter)
+    "transactions/searches/filters/#{filter[:key]}"
+  end
+
+  def get_default_transaction_search_filter
+    transaction_search_filters[0]
+  end
+
+  def transactions_path_without_param(param_key, param_value)
+    updated_params = request.query_parameters.deep_dup
+
+    q_params = updated_params[:q] || {}
+
+    current_value = q_params[param_key]
+    if current_value.is_a?(Array)
+      q_params[param_key] = current_value - [ param_value ]
+    else
+      q_params.delete(param_key)
+    end
+
+    updated_params[:q] = q_params
+
+    transactions_path(updated_params)
+  end
 end

app/helpers/upgrades_helper.rb

@@ -1,12 +1,12 @@
 module UpgradesHelper
-  def upgrade_notification
+  def get_upgrade_for_notification(user, upgrades_mode)
     return nil unless ENV["UPGRADES_ENABLED"] == "true"
 
     completed_upgrade = Upgrader.completed_upgrade
-    return completed_upgrade if completed_upgrade && Current.user.last_alerted_upgrade_commit_sha != completed_upgrade.commit_sha
+    return completed_upgrade if completed_upgrade && user.last_alerted_upgrade_commit_sha != completed_upgrade.commit_sha
 
     available_upgrade = Upgrader.available_upgrade
-    if available_upgrade && Setting.upgrades_mode == "manual" && Current.user.last_prompted_upgrade_commit_sha != available_upgrade.commit_sha
+    if available_upgrade && upgrades_mode == "manual" && user.last_prompted_upgrade_commit_sha != available_upgrade.commit_sha
       available_upgrade
     end
   end

app/helpers/valuations_helper.rb

@@ -1,2 +0,0 @@
-module ValuationsHelper
-end

app/helpers/value_groups_helper.rb

@@ -0,0 +1,13 @@
+module ValueGroupsHelper
+  def value_group_pie_data(value_group)
+    value_group.children.filter { |c| c.sum > 0 }.map do |child|
+      {
+        label: to_accountable_title(Accountable.from_type(child.name)),
+        percent_of_total: child.percent_of_total.round(1).to_f,
+        formatted_value: format_money(child.sum, precision: 0),
+        bg_color: accountable_bg_class(child.name),
+        fill_color: accountable_fill_class(child.name)
+      }
+    end.to_json
+  end
+end

app/helpers/vehicles_helper.rb

@@ -0,0 +1,2 @@
+module VehiclesHelper
+end

app/javascript/controllers/application.js

@@ -10,7 +10,7 @@ Turbo.setConfirmMethod((message) => {
   const dialog = document.getElementById("turbo-confirm");
 
   try {
-    const { title, body, accept } = JSON.parse(message);
+    const { title, body, accept, acceptClass } = JSON.parse(message);
 
     if (title) {
       document.getElementById("turbo-confirm-title").innerHTML = title;
@@ -23,6 +23,10 @@ Turbo.setConfirmMethod((message) => {
     if (accept) {
       document.getElementById("turbo-confirm-accept").innerHTML = accept;
     }
+
+    if (acceptClass) {
+      document.getElementById("turbo-confirm-accept").className = acceptClass;
+    }
   } catch (e) {
     document.getElementById("turbo-confirm-title").innerText = message;
   }

app/javascript/controllers/auto_submit_form_controller.js

@@ -2,18 +2,25 @@ import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
   // By default, auto-submit is "opt-in" to avoid unexpected behavior.  Each `auto` target
-  // will trigger a form submission when the input event is triggered.
+  // will trigger a form submission when the configured event is triggered.
   static targets = ["auto"];
+  static values = {
+    triggerEvent: { type: String, default: "input" },
+  };
 
   connect() {
     this.autoTargets.forEach((element) => {
-      element.addEventListener("input", this.handleInput);
+      const event =
+        element.dataset.autosubmitTriggerEvent || this.triggerEventValue;
+      element.addEventListener(event, this.handleInput);
     });
   }
 
   disconnect() {
     this.autoTargets.forEach((element) => {
-      element.removeEventListener("input", this.handleInput);
+      const event =
+        element.dataset.autosubmitTriggerEvent || this.triggerEventValue;
+      element.removeEventListener(event, this.handleInput);
     });
   }
 

app/javascript/controllers/bulk_select_controller.js

@@ -0,0 +1,134 @@
+import {Controller} from "@hotwired/stimulus"
+
+// Connects to data-controller="bulk-select"
+export default class extends Controller {
+  static targets = ["row", "group", "selectionBar", "selectionBarText", "bulkEditDrawerTitle"]
+  static values = {
+    resource: String,
+    selectedIds: {type: Array, default: []}
+  }
+
+  connect() {
+    document.addEventListener("turbo:load", this.#updateView)
+
+    this.#updateView()
+  }
+
+  disconnect() {
+    document.removeEventListener("turbo:load", this.#updateView)
+  }
+
+  bulkEditDrawerTitleTargetConnected(element) {
+    element.innerText = `Edit ${this.selectedIdsValue.length} ${this.#pluralizedResourceName()}`
+  }
+
+  submitBulkRequest(e) {
+    const form = e.target.closest("form");
+    const scope = e.params.scope
+    this.#addHiddenFormInputsForSelectedIds(form, `${scope}[entry_ids][]`, this.selectedIdsValue)
+    form.requestSubmit()
+  }
+
+  togglePageSelection(e) {
+    if (e.target.checked) {
+      this.#selectAll()
+    } else {
+      this.deselectAll()
+    }
+  }
+
+  toggleGroupSelection(e) {
+    const group = this.groupTargets.find(group => group.contains(e.target))
+
+    this.#rowsForGroup(group).forEach(row => {
+      if (e.target.checked) {
+        this.#addToSelection(row.dataset.id)
+      } else {
+        this.#removeFromSelection(row.dataset.id)
+      }
+    })
+  }
+
+  toggleRowSelection(e) {
+    if (e.target.checked) {
+      this.#addToSelection(e.target.dataset.id)
+    } else {
+      this.#removeFromSelection(e.target.dataset.id)
+    }
+  }
+
+  deselectAll() {
+    this.selectedIdsValue = []
+    this.element.querySelectorAll('input[type="checkbox"]').forEach(el => el.checked = false)
+  }
+
+  selectedIdsValueChanged() {
+    this.#updateView()
+  }
+
+  #addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
+    this.#resetFormInputs(form, paramName);
+
+    transactionIds.forEach(id => {
+      const input = document.createElement("input");
+      input.type = 'hidden'
+      input.name = paramName
+      input.value = id
+      form.appendChild(input)
+    })
+  }
+
+  #resetFormInputs(form, paramName) {
+    const existingInputs = form.querySelectorAll(`input[name='${paramName}']`);
+    existingInputs.forEach((input) => input.remove());
+  }
+
+  #rowsForGroup(group) {
+    return this.rowTargets.filter(row => group.contains(row))
+  }
+
+  #addToSelection(idToAdd) {
+    this.selectedIdsValue = Array.from(
+      new Set([...this.selectedIdsValue, idToAdd])
+    )
+  }
+
+  #removeFromSelection(idToRemove) {
+    this.selectedIdsValue = this.selectedIdsValue.filter(id => id !== idToRemove)
+  }
+
+  #selectAll() {
+    this.selectedIdsValue = this.rowTargets.map(t => t.dataset.id)
+  }
+
+  #updateView = () => {
+    this.#updateSelectionBar()
+    this.#updateGroups()
+    this.#updateRows()
+  }
+
+  #updateSelectionBar() {
+    const count = this.selectedIdsValue.length
+    this.selectionBarTextTarget.innerText = `${count} ${this.#pluralizedResourceName()} selected`
+    this.selectionBarTarget.hidden = count === 0
+    this.selectionBarTarget.querySelector("input[type='checkbox']").checked = count > 0
+  }
+
+  #pluralizedResourceName() {
+    return `${this.resourceValue}${this.selectedIdsValue.length === 1 ? "" : "s"}`
+  }
+
+  #updateGroups() {
+    this.groupTargets.forEach(group => {
+      const rows = this.rowTargets.filter(row => group.contains(row))
+      const groupSelected = rows.length > 0 && rows.every(row => this.selectedIdsValue.includes(row.dataset.id))
+      group.querySelector("input[type='checkbox']").checked = groupSelected
+    })
+  }
+
+  #updateRows() {
+    this.rowTargets.forEach(row => {
+      row.checked = this.selectedIdsValue.includes(row.dataset.id)
+    })
+  }
+}

app/javascript/controllers/clipboard_controller.js

@@ -0,0 +1,28 @@
+import { Controller } from "@hotwired/stimulus"
+
+
+export default class extends Controller {
+  static targets = ["source", "iconDefault", "iconSuccess"]
+
+  copy(event) {
+    event.preventDefault();
+    if (this.sourceTarget && this.sourceTarget.textContent) {
+      navigator.clipboard.writeText(this.sourceTarget.textContent)
+        .then(() => {
+          this.showSuccess();
+        })
+        .catch((error) => {
+          console.error('Failed to copy text: ', error);
+        });
+    }
+  }
+
+  showSuccess() {
+    this.iconDefaultTarget.classList.add('hidden');
+    this.iconSuccessTarget.classList.remove('hidden');
+    setTimeout(() => {
+      this.iconDefaultTarget.classList.remove('hidden');
+      this.iconSuccessTarget.classList.add('hidden');
+    }, 3000);
+  }
+}

app/javascript/controllers/color_avatar_controller.js

@@ -0,0 +1,29 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="color-avatar"
+// Used by the transaction merchant form to show a preview of what the avatar will look like
+export default class extends Controller {
+  static targets = [
+    "name",
+    "avatar"
+  ];
+
+  connect() {
+    this.nameTarget.addEventListener("input", this.handleNameChange);
+  }
+
+  disconnect() {
+    this.nameTarget.removeEventListener("input", this.handleNameChange);
+  }
+
+  handleNameChange = (e) => {
+    this.avatarTarget.textContent = (e.currentTarget.value?.[0] || "?").toUpperCase();
+  }
+
+  handleColorChange(e) {
+    const color = e.currentTarget.value;
+    this.avatarTarget.style.backgroundColor = `color-mix(in srgb, ${color} 5%, white)`;
+    this.avatarTarget.style.borderColor = `color-mix(in srgb, ${color} 10%, white)`;
+    this.avatarTarget.style.color = color;
+  }
+}

app/javascript/controllers/color_select_controller.js

@@ -0,0 +1,59 @@
+import { Controller } from "@hotwired/stimulus";
+
+export default class extends Controller {
+  static targets = [ "input", "decoration" ]
+  static values = { selection: String }
+
+  connect() {
+    this.#renderOptions()
+  }
+
+  select({ target }) {
+    this.selectionValue = target.dataset.value
+  }
+
+  selectionValueChanged() {
+    this.#options.forEach(option => {
+      if (option.dataset.value === this.selectionValue) {
+        this.#check(option)
+        this.inputTarget.value = this.selectionValue
+      } else {
+        this.#uncheck(option)
+      }
+    })
+  }
+
+  #renderOptions() {
+    this.#options.forEach(option => option.style.backgroundColor = option.dataset.value)
+  }
+
+  #check(option) {
+    option.setAttribute("aria-checked", "true")
+    option.style.boxShadow = `0px 0px 0px 4px ${hexToRGBA(option.dataset.value, 0.2)}`
+    this.decorationTarget.style.backgroundColor = option.dataset.value
+  }
+
+  #uncheck(option) {
+    option.setAttribute("aria-checked", "false")
+    option.style.boxShadow = "none"
+  }
+
+  get #options() {
+    return Array.from(this.element.querySelectorAll("[role='radio']"))
+  }
+}
+
+function hexToRGBA(hex, alpha = 1) {
+  hex = hex.replace(/^#/, '');
+
+  if (hex.length === 8) {
+    alpha = parseInt(hex.slice(6, 8), 16) / 255;
+    hex = hex.slice(0, 6);
+  }
+
+  let r = parseInt(hex.slice(0, 2), 16);
+  let g = parseInt(hex.slice(2, 4), 16);
+  let b = parseInt(hex.slice(4, 6), 16);
+
+  return `rgba(${r}, ${g}, ${b}, ${alpha})`;
+}

app/javascript/controllers/deletion_controller.js

@@ -0,0 +1,30 @@
+import { Controller } from "@hotwired/stimulus";
+
+export default class extends Controller {
+  static targets = ["replacementField", "submitButton"]
+  static classes = [ "dangerousAction", "safeAction" ]
+  static values = {
+    submitTextWhenReplacing: String,
+    submitTextWhenNotReplacing: String
+  }
+
+  updateSubmitButton() {
+    if (this.replacementFieldTarget.value) {
+      this.submitButtonTarget.value = this.submitTextWhenReplacingValue
+      this.#markSafe()
+    } else {
+      this.submitButtonTarget.value = this.submitTextWhenNotReplacingValue
+      this.#markDangerous()
+    }
+  }
+
+  #markSafe() {
+    this.submitButtonTarget.classList.remove(...this.dangerousActionClasses)
+    this.submitButtonTarget.classList.add(...this.safeActionClasses)
+  }
+
+  #markDangerous() {
+    this.submitButtonTarget.classList.remove(...this.safeActionClasses)
+    this.submitButtonTarget.classList.add(...this.dangerousActionClasses)
+  }
+}