Partial sync interface

* Lazy load Plaid link tokens, fix link issues on broadcast

* Fix alert styles

.cursor/rules/general-rules.mdc

@@ -0,0 +1,21 @@
+---
+description: Miscellaneous rules to get the AI to behave
+globs: *
+alwaysApply: true
+---
+# General rules for AI 
+
+- Use `Current.user` for the current user. Do NOT use `current_user`.
+- Use `Current.family` for the current family. Do NOT use `current_family`.
+- Prior to generating any code, carefully read the project conventions and guidelines
+  - Read [project-design.mdc](mdc:.cursor/rules/project-design.mdc) to understand the codebase
+  - Read [project-conventions.mdc](mdc:.cursor/rules/project-conventions.mdc) to understand _how_ to write code for the codebase
+  - Read [ui-ux-design-guidelines.mdc](mdc:.cursor/rules/ui-ux-design-guidelines.mdc) to understand how to implement frontend code specifically
+- Ignore i18n methods and files. Hardcode strings in English for now to optimize speed of development.
+
+## Prohibited actions
+
+- Do not run `rails server` in your responses.
+- Do not run `touch tmp/restart.txt`
+- Do not run `rails credentials`
+- Do not automatically run migrations

.cursor/rules/project-conventions.mdc

@@ -0,0 +1,120 @@
+---
+description: 
+globs: 
+alwaysApply: true
+---
+This rule serves as high-level documentation for how you should write code for the Maybe codebase. 
+
+## Project Tech Stack
+
+- Web framework: Ruby on Rails
+  - Minitest + fixtures for testing
+  - Propshaft for asset pipeline
+  - Hotwire Turbo/Stimulus for SPA-like UI/UX
+  - TailwindCSS for styles
+  - Lucide Icons for icons
+  - OpenAI for AI chat
+- Database: PostgreSQL
+- Jobs: Sidekiq + Redis
+- External
+  - Payments: Stripe
+  - User bank data syncing: Plaid 
+  - Market data: Synth (our custom API)
+
+## Project conventions
+
+These conventions should be used when writing code for Maybe.
+
+### Convention 1: Minimize dependencies, vanilla Rails is plenty
+
+Dependencies are a natural part of building software, but we aim to minimize them when possible to keep this open-source codebase easy to understand, maintain, and contribute to.
+
+- Push Rails to its limits before adding new dependencies
+- When a new dependency is added, there must be a strong technical or business reason to add it
+- When adding dependencies, you should favor old and reliable over new and flashy 
+
+### Convention 2: Leverage POROs and concerns over "service objects"
+
+This codebase adopts a "skinny controller, fat models" convention.  Furthermore, we put almost _everything_ directly in the `app/models/` folder and avoid separate folders for business logic such as `app/services/`.
+
+- Organize large pieces of business logic into Rails concerns and POROs (Plain ole' Ruby Objects)
+- While a Rails concern _may_ offer shared functionality (i.e. "duck types"), it can also be a "one-off" concern that is only included in one place for better organization and readability.
+- When concerns are used for code organization, they should be organized around the "traits" of a model; not for simply moving code to another spot in the codebase.
+- When possible, models should answer questions about themselves—for example, we might have a method, `account.balance_series` that returns a time-series of the account's most recent balances.  We prefer this over something more service-like such as `AccountSeries.new(account).call`.
+
+### Convention 3: Leverage Hotwire, write semantic HTML, CSS, and JS, prefer server-side solutions
+
+- Native HTML is always preferred over JS-based components
+  - Example 1: Use `<dialog>` element for modals instead of creating a custom component
+  - Example 2: Use `<details><summary>...</summary></details>` for disclosures rather than custom components
+- Leverage Turbo frames to break up the page over JS-driven client-side solutions
+  - Example 1: A good example of turbo frame usage is in [application.html.erb](mdc:app/views/layouts/application.html.erb) where we load [chats_controller.rb](mdc:app/controllers/chats_controller.rb) actions in a turbo frame in the global layout
+- Leverage query params in the URL for state over local storage and sessions.  If absolutely necessary, utilize the DB for persistent state.
+- Use Turbo streams to enhance functionality, but do not solely depend on it
+- Format currencies, numbers, dates, and other values server-side, then pass to Stimulus controllers for display only
+- Keep client-side code for where it truly shines.  For example, @bulk_select_controller.js is a case where server-side solutions would degrade the user experience significantly.  When bulk-selecting entries, client-side solutions are the way to go and Stimulus provides the right toolset to achieve this.
+- Always use the `icon` helper in [application_helper.rb](mdc:app/helpers/application_helper.rb) for icons.  NEVER use `lucide_icon` helper directly.
+
+The Hotwire suite (Turbo/Stimulus) works very well with these native elements and we optimize for this.
+
+### Convention 4: Optimize for simplicitly and clarity
+
+All code should maximize readability and simplicity.
+
+- Prioritize good OOP domain design over performance
+- Only focus on performance for critical and global areas of the codebase; otherwise, don't sweat the small stuff.
+  - Example 1: be mindful of loading large data payloads in global layouts
+  - Example 2: Avoid N+1 queries
+
+### Convention 5: Use Minitest + Fixtures for testing, minimize fixtures
+
+Due to the open-source nature of this project, we have chosen Minitest + Fixtures for testing to maximize familiarity and predictability.
+
+- Always use Minitest and fixtures for testing.
+- Keep fixtures to a minimum.  Most models should have 2-3 fixtures maximum that represent the "base cases" for that model.  "Edge cases" should be created on the fly, within the context of the test which it is needed.
+- For tests that require a large number of fixture records to be created, use Rails helpers such as [entries_test_helper.rb](mdc:test/support/entries_test_helper.rb) to act as a "factory" for creating these.  For a great example of this, check out [forward_calculator_test.rb](mdc:test/models/account/balance/forward_calculator_test.rb)
+- Take a minimal approach to testing—only test the absolutely critical code paths that will significantly increase developer confidence
+
+#### Convention 5a: Write minimal, effective tests
+
+- Use system tests sparingly as they increase the time to complete the test suite
+- Only write tests for critical and important code paths
+- Write tests as you go, when required
+- Take a practical approach to testing.  Tests are effective when their presence _significantly increases confidence in the codebase_.
+
+Below are examples of necessary vs. unnecessary tests:
+
+```rb
+# GOOD!!
+# Necessary test - in this case, we're testing critical domain business logic
+test "syncs balances" do
+  Holding::Syncer.any_instance.expects(:sync_holdings).returns([]).once
+
+  @account.expects(:start_date).returns(2.days.ago.to_date)
+
+  Balance::ForwardCalculator.any_instance.expects(:calculate).returns(
+    [
+      Balance.new(date: 1.day.ago.to_date, balance: 1000, cash_balance: 1000, currency: "USD"),
+      Balance.new(date: Date.current, balance: 1000, cash_balance: 1000, currency: "USD")
+    ]
+  )
+
+  assert_difference "@account.balances.count", 2 do
+    Balance::Syncer.new(@account, strategy: :forward).sync_balances
+  end
+end
+
+# BAD!!
+# Unnecessary test - in this case, this is simply testing ActiveRecord's functionality
+test "saves balance" do 
+  balance_record = Balance.new(balance: 100, currency: "USD")
+
+  assert balance_record.save
+end
+```
+
+### Convention 6: Use ActiveRecord for complex validations, DB for simple ones, keep business logic out of DB
+
+- Enforce `null` checks, unique indexes, and other simple validations in the DB
+- ActiveRecord validations _may_ mirror the DB level ones, but not 100% necessary.  These are for convenience when error handling in forms.  Always prefer client-side form validation when possible.
+- Complex validations and business logic should remain in ActiveRecord

.cursor/rules/project-design.mdc

@@ -0,0 +1,249 @@
+---
+description: This rule explains the system architecture and data flow of the Rails app
+globs: *
+alwaysApply: true
+---
+
+This file outlines how the codebase is structured and how data flows through the app.
+
+This is a personal finance application built in Ruby on Rails.  The primary domain entities for this app are outlined below.  For an authoritative overview of the relationships, [schema.rb](mdc:db/schema.rb) is the source of truth.
+
+## App Modes
+
+The Maybe app runs in two distinct "modes", dictated by `Rails.application.config.app_mode`, which can be `managed` or `self_hosted`.
+
+- "Managed" - in managed mode, the Maybe team operates and manages servers for users
+- "Self Hosted" - in self hosted mode, users host the Maybe app on their own infrastructure, typically through Docker Compose.  We have an example [docker-compose.example.yml](mdc:docker-compose.example.yml) file that runs [Dockerfile](mdc:Dockerfile) for this mode.
+
+## Families and Users
+
+- `Family` - all Stripe subscriptions, financial accounts, and the majority of preferences are stored at the [family.rb](mdc:app/models/family.rb) level.
+- `User` - all [session.rb](mdc:app/models/session.rb) happen at the [user.rb](mdc:app/models/user.rb) level.  A user belongs to a `Family` and can either be an `admin` or a `member`.  Typically, a `Family` has a single admin, or "head of household" that manages finances while there will be several `member` users who can see the family's finances from varying perspectives.
+
+## Currency Preference
+
+Each `Family` selects a currency preference.  This becomes the "main" currency in which all records are "normalized" to via [exchange_rate.rb](mdc:app/models/exchange_rate.rb) records so that the Maybe app can calculate metrics, historical graphs, and other insights in a single family currency.
+
+## Accounts
+
+The center of the app's domain is the [account.rb](mdc:app/models/account.rb).  This represents a single financial account that has a `balance` and `currency`.  For example, an `Account` could be "Chase Checking", which is a single financial account at Chase Bank.  A user could have multiple accounts at a single institution (i.e. "Chase Checking", "Chase Credit Card", "Chase Savings") or an account could be a standalone account, such as "My Home" (a primary residence).
+
+### Accountables
+
+In the app, [account.rb](mdc:app/models/account.rb) is a Rails "delegated type" with the following subtypes (separate DB tables).  Each account has a `classification` or either `asset` or `liability`.  While the types are a flat hierarchy, below, they have been organized by their classification:
+
+- Asset accountables
+  - [depository.rb](mdc:app/models/depository.rb) - a typical "bank account" such as a savings or checking account
+  - [investment.rb](mdc:app/models/investment.rb) - an account that has "holdings" such as a brokerage, 401k, etc.
+  - [crypto.rb](mdc:app/models/crypto.rb) - an account that tracks the value of one or more crypto holdings
+  - [property.rb](mdc:app/models/property.rb) - an account that tracks the value of a physical property such as a house or rental property
+  - [vehicle.rb](mdc:app/models/vehicle.rb) - an account that tracks the value of a vehicle
+  - [other_asset.rb](mdc:app/models/other_asset.rb) - an asset that cannot be classified by the other account types.  For example, "jewelry".
+- Liability accountables
+  - [credit_card.rb](mdc:app/models/credit_card.rb) - an account that tracks the debt owed on a credit card
+  - [loan.rb](mdc:app/models/loan.rb) - an account that tracks the debt owed on a loan (i.e. mortgage, student loan)
+  - [other_liability.rb](mdc:app/models/other_liability.rb) - a liability that cannot be classified by the other account types.  For example, "IOU to a friend"
+
+### Account Balances
+
+An account [balance.rb](mdc:app/models/account/balance.rb) represents a single balance value for an account on a specific `date`.  A series of balance records is generated daily for each account and is how we show a user's historical balance graph.  
+
+- For simple accounts like a "Checking Account", the balance represents the amount of cash in the account for a date.  
+- For a more complex account like "Investment Brokerage", the `balance` represents the combination of the "cash balance" + "holdings value".  Each accountable type has different components that make up the "balance", but in all cases, the "balance" represents "How much the account is worth" (when `classification` is `asset`) or "How much is owed on the account" (when `classification` is `liability`)
+
+All balances are calculated daily by [balance_calculator.rb](mdc:app/models/account/balance_calculator.rb).
+
+### Account Holdings
+
+An account [holding.rb](mdc:app/models/holding.rb) applies to [investment.rb](mdc:app/models/investment.rb) type accounts and represents a `qty` of a certain [security.rb](mdc:app/models/security.rb) at a specific `price` on a specific `date`.
+
+For investment accounts with holdings, [base_calculator.rb](mdc:app/models/holding/base_calculator.rb) is used to calculate the daily historical holding quantities and prices, which are then rolled up into a final "Balance" for the account in [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb).
+
+### Account Entries
+
+An account [entry.rb](mdc:app/models/entry.rb) is also a Rails "delegated type".  `Entry` represents any record that _modifies_ an `Account` [balance.rb](mdc:app/models/account/balance.rb) and/or [holding.rb](mdc:app/models/holding.rb).  Therefore, every entry must have a `date`, `amount`, and `currency`.
+
+The `amount` of an [entry.rb](mdc:app/models/entry.rb) is a signed value.  A _negative_ amount is an "inflow" of money to that account.  A _positive_ value is an "outflow" of money from that account.  For example:
+
+- A negative amount for a credit card account represents a "payment" to that account, which _reduces_ its balance (since it is a `liability`)
+- A negative amount for a checking account represents an "income" to that account, which _increases_ its balance (since it is an `asset`)
+- A negative amount for an investment/brokerage trade represents a "sell" transaction, which _increases_ the cash balance of the account 
+
+There are 3 entry types, defined as [entryable.rb](mdc:app/models/entryable.rb) records: 
+
+- `Valuation` - an account [valuation.rb](mdc:app/models/valuation.rb) is an entry that says, "here is the value of this account on this date".  It is an absolute measure of an account value / debt.  If there is an `Valuation` of 5,000 for today's date, that means that the account balance will be 5,000 today.
+- `Transaction` - an account [transaction.rb](mdc:app/models/transaction.rb) is an entry that alters the account balance by the `amount`.  This is the most common type of entry and can be thought of as an "income" or "expense".  
+- `Trade` - an account [trade.rb](mdc:app/models/trade.rb) is an entry that only applies to an investment account.  This represents a "buy" or "sell" of a holding and has a `qty` and `price`.
+
+### Account Transfers
+
+A [transfer.rb](mdc:app/models/transfer.rb) represents a movement of money between two accounts.  A transfer has an inflow [transaction.rb](mdc:app/models/transaction.rb) and an outflow [transaction.rb](mdc:app/models/transaction.rb).  The Maybe system auto-matches transfers based on the following criteria:
+
+- Must be from different accounts
+- Must be within 4 days of each other
+- Must be the same currency
+- Must be opposite values
+
+There are two primary forms of a transfer:
+
+- Regular transfer - a normal movement of money between two accounts.  For example, "Transfer $500 from Checking account to Brokerage account". 
+- Debt payment - a special form of transfer where the _receiver_ of funds is a [loan.rb](mdc:app/models/loan.rb) type account.  
+
+Regular transfers are typically _excluded_ from income and expense calculations while a debt payment is considered an "expense".
+
+## Plaid Items
+
+A [plaid_item.rb](mdc:app/models/plaid_item.rb) represents a "connection" maintained by our external data provider, Plaid in the "hosted" mode of the app.  An "Item" has 1 or more [plaid_account.rb](mdc:app/models/plaid_account.rb) records, which are each associated 1:1 with an internal Maybe [account.rb](mdc:app/models/account.rb).
+
+All relevant metadata about the item and its underlying accounts are stored on [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb), while the "normalized" data is then stored on internal Maybe domain models.
+
+## "Syncs"
+
+The Maybe app has the concept of a [syncable.rb](mdc:app/models/concerns/syncable.rb), which represents any model which can have its data "synced" in the background.  "Syncables" include:
+
+- `Account` - an account "sync" will sync account holdings, balances, and enhance transaction metadata
+- `PlaidItem` - a Plaid Item "sync" fetches data from Plaid APIs, normalizes that data, stores it on internal Maybe models, and then finally performs an "Account sync" for each of the underlying accounts created from the Plaid Item.
+- `Family` - a Family "sync" loops through the family's Plaid Items and individual Accounts and "syncs" each of them.  A family is synced once per day, automatically through [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).
+
+Each "sync" creates a [sync.rb](mdc:app/models/sync.rb) record in the database, which keeps track of the status of the sync, any errors that it encounters, and acts as an "audit table" for synced data.
+
+Below are brief descriptions of each type of sync in more detail.
+
+### Account Syncs
+
+The most important type of sync is the account sync.  It is orchestrated by the account's `sync_data` method, which performs a few important tasks:
+
+- Auto-matches transfer records for the account
+- Calculates daily [balance.rb](mdc:app/models/account/balance.rb) records for the account from `account.start_date` to `Date.current` using [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb)
+  - Balances are dependent on the calculation of [holding.rb](mdc:app/models/holding.rb), which uses [base_calculator.rb](mdc:app/models/account/holding/base_calculator.rb) 
+- Enriches transaction data if enabled by user
+
+An account sync happens every time an [entry.rb](mdc:app/models/entry.rb) is updated.
+
+### Plaid Item Syncs
+
+A Plaid Item sync is an ETL (extract, transform, load) operation:
+
+1. [plaid_item.rb](mdc:app/models/plaid_item.rb) fetches data from the external Plaid API
+2. [plaid_item.rb](mdc:app/models/plaid_item.rb) creates and loads this data to [plaid_account.rb](mdc:app/models/plaid_account.rb) records
+3. [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb) transform and load data to [account.rb](mdc:app/models/account.rb) and [entry.rb](mdc:app/models/entry.rb), the internal Maybe representations of the data.
+
+### Family Syncs
+
+A family sync happens once daily via [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).  A family sync is an "orchestrator" of Account and Plaid Item syncs.
+
+## Data Providers
+
+The Maybe app utilizes several 3rd party data services to calculate historical account balances, enrich data, and more.  Since the app can be run in both "hosted" and "self hosted" mode, this means that data providers are _optional_ for self hosted users and must be configured.
+
+Because of this optionality, data providers must be configured at _runtime_ through [registry.rb](mdc:app/models/provider/registry.rb) utilizing [setting.rb](mdc:app/models/setting.rb) for runtime parameters like API keys:
+
+There are two types of 3rd party data in the Maybe app:
+
+1. "Concept" data
+2. One-off data
+
+### "Concept" data
+
+Since the app is self hostable, users may prefer using different providers for generic data like exchange rates and security prices.  When data is generic enough where we can easily swap out different providers, we call it a data "concept".
+
+Each "concept" has an interface defined in the `app/models/provider/concepts` directory.
+
+```
+app/models/
+  exchange_rate/
+    provided.rb # <- Responsible for selecting the concept provider from the registry
+  provider.rb # <- Base provider class
+  provider/
+    registry.rb <- Defines available providers by concept
+    concepts/
+      exchange_rate.rb <- defines the interface required for the exchange rate concept
+    synth.rb # <- Concrete provider implementation
+```
+
+### One-off data
+
+For data that does not fit neatly into a "concept", an interface is not required and the concrete provider may implement ad-hoc methods called directly in code.  For example, the [synth.rb](mdc:app/models/provider/synth.rb) provider has a `usage` method that is only applicable to this specific provider.  This should be called directly without any abstractions:
+
+```rb
+class SomeModel < Application
+  def synth_usage
+    Provider::Registry.get_provider(:synth)&.usage
+  end
+end
+```
+
+## "Provided" Concerns
+
+In general, domain models should not be calling [registry.rb](mdc:app/models/provider/registry.rb) directly.  When 3rd party data is required for a domain model, we use the `Provided` concern within that model's namespace.  This concern is primarily responsible for:
+
+- Choosing the provider to use for this "concept"
+- Providing convenience methods on the model for accessing data
+
+For example, [exchange_rate.rb](mdc:app/models/exchange_rate.rb) has a [provided.rb](mdc:app/models/exchange_rate/provided.rb) concern with the following convenience methods:
+
+```rb
+module ExchangeRate::Provided
+  extend ActiveSupport::Concern
+
+  class_methods do
+    def provider
+      registry = Provider::Registry.for_concept(:exchange_rates)
+      registry.get_provider(:synth)
+    end
+
+    def find_or_fetch_rate(from:, to:, date: Date.current, cache: true)
+      # Implementation 
+    end
+
+    def sync_provider_rates(from:, to:, start_date:, end_date: Date.current)
+      # Implementation 
+    end
+  end
+end
+```
+
+This exposes a generic access pattern where the caller does not care _which_ provider has been chosen for the concept of exchange rates and can get a predictable response:
+
+```rb
+def access_patterns_example
+  # Call exchange rate provider directly
+  ExchangeRate.provider.fetch_exchange_rate(from: "USD", to: "CAD", date: Date.current)
+
+  # Call convenience method
+  ExchangeRate.sync_provider_rates(from: "USD", to: "CAD", start_date: 2.days.ago.to_date)
+end
+```
+
+## Concrete provider implementations
+
+Each 3rd party data provider should have a class under the `Provider::` namespace that inherits from `Provider` and returns `with_provider_response`, which will return a `Provider::ProviderResponse` object:
+
+```rb
+class ConcreteProvider < Provider
+  def fetch_some_data
+    with_provider_response do
+      ExampleData.new(
+        example: "data"
+      )
+    end
+  end
+end
+```
+
+The `with_provider_response` automatically catches provider errors, so concrete provider classes should raise when valid data is not possible:
+
+```rb
+class ConcreteProvider < Provider
+  def fetch_some_data
+    with_provider_response do
+      data = nil
+
+      # Raise an error if data cannot be returned
+      raise ProviderError.new("Could not find the data you need") if data.nil?
+
+      data
+    end
+  end
+end
+```

.cursor/rules/ui-ux-design-guidelines.mdc

@@ -0,0 +1,22 @@
+---
+description: This file describes Maybe's design system and how views should be styled
+globs: app/views/**,app/helpers/**,app/javascript/controllers/**
+alwaysApply: true
+---
+Use the rules below when:
+
+- You are writing HTML
+- You are writing CSS
+- You are writing styles in a JavaScript Stimulus controller
+
+## Rules for AI (mandatory)
+
+The codebase uses TailwindCSS v4.x (the newest version) with a custom design system defined in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css)
+
+- Always start by referencing [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) to see the base primitives, functional tokens, and component tokens we use in the codebase
+- Always prefer using the functional "tokens" defined in @maybe-design-system.css when possible.
+  - Example 1: use `text-primary` rather than `text-white`
+  - Example 2: use `bg-container` rather than `bg-white`
+  - Example 3: use `border border-primary` rather than `border border-gray-200` 
+- Never create new styles in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) or [application.css](mdc:app/assets/tailwind/application.css) without explicitly receiving permission to do so
+- Always generate semantic HTML

.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=3.4.4
+FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
   && apt-get -y install --no-install-recommends \
@@ -32,6 +10,8 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
   imagemagick \
   iproute2 \
   libpq-dev \
+  libyaml-dev \
+  libyaml-0-2 \
   openssh-client \
   postgresql-client \
   vim
@@ -39,4 +19,8 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
 RUN gem install bundler
 RUN gem install foreman
 
+# Install Node.js 20
+RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
+&& apt-get install -y nodejs
+
 WORKDIR /workspace

.devcontainer/devcontainer.json

@@ -10,5 +10,13 @@
   "remoteEnv": {
     "PATH": "/workspace/bin:${containerEnv:PATH}"
   },
-  "postCreateCommand": "bundle install"
+  "postCreateCommand": "bundle install && npm install",
+  "customizations": {
+    "vscode": {
+      "extensions": [
+        "biomejs.biome",
+        "EditorConfig.EditorConfig"
+      ]
+    }
+  }
 }

.devcontainer/docker-compose.yml

@@ -1,4 +1,15 @@
-version: "3"
+x-db-env: &db_env
+  POSTGRES_USER: postgres
+  POSTGRES_DB: postgres
+  POSTGRES_PASSWORD: postgres
+
+x-rails-env: &rails_env
+  DB_HOST: db
+  HOST: "0.0.0.0"
+  POSTGRES_USER: postgres
+  POSTGRES_PASSWORD: postgres
+  BUNDLE_PATH: /bundle
+  REDIS_URL: redis://redis:6379/1
 
 services:
   app:
@@ -16,32 +27,41 @@ services:
     command: sleep infinity
 
     environment:
-      DB_HOST: db
-      HOST: "0.0.0.0"
-      POSTGRES_USER: postgres
-      POSTGRES_PASSWORD: postgres
-      BUNDLE_PATH: /bundle
+      <<: *rails_env
 
     depends_on:
       - db
       - redis
 
+  worker:
+    build:
+      context: ..
+      dockerfile: .devcontainer/Dockerfile
+    command: bundle exec sidekiq
+    restart: unless-stopped
+    environment:
+      <<: *rails_env
+    depends_on:
+      - redis
+
   redis:
     image: redis:latest
     ports:
       - "6379:6379"
+    restart: unless-stopped
+    volumes:
+      - redis-data:/data
   db:
     image: postgres:latest
     restart: unless-stopped
     volumes:
       - postgres-data:/var/lib/postgresql/data
     environment:
-      POSTGRES_USER: postgres
-      POSTGRES_DB: postgres
-      POSTGRES_PASSWORD: postgres
+      <<: *db_env
     ports:
       - "5432:5432"
 
 volumes:
   postgres-data:
+  redis-data:
   bundle_cache:

.editorconfig

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

.env.example

@@ -1,7 +1,31 @@
-# 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.
+# ================================ PLEASE READ ===========================================================
+# This file outlines all the possible environment variables supported by the Maybe app for self hosting.
+#
+# If you're a developer setting up your local environment, please use `.env.local.example` instead.
+# ========================================================================================================
+
+# Required self-hosting vars
+# --------------------------------------------------------------------------------------------------------
+
+# Enables self hosting features (should be set to true unless you know what you're doing)
+SELF_HOSTED=true
+
+# 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
+
+# Optional self-hosting vars
+# --------------------------------------------------------------------------------------------------------
+
+# Optional: Synth API Key for exchange rates + stock prices
+# (you can also set this in your self-hosted settings page)
+# Get it here: https://synthfinance.com/
 SYNTH_API_KEY=
 
+# Custom port config
+# For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
+PORT=3000
+
 # SMTP Configuration
 # This is only needed if you intend on sending emails from your Maybe instance (such as for password resets or email financial reports).
 # Resend.com is a good option that offers a free tier for sending emails.
@@ -9,7 +33,10 @@ SMTP_ADDRESS=
 SMTP_PORT=465
 SMTP_USERNAME=
 SMTP_PASSWORD=
-TLS=true
+SMTP_TLS_ENABLED=true
+
+# Address that emails are sent from
+EMAIL_SENDER=
 
 # Database Configuration
 DB_HOST=localhost # May need to be changed to `DB_HOST=db` if using devcontainer
@@ -21,38 +48,30 @@ POSTGRES_USER=postgres
 # This is the domain that your Maybe instance will be hosted at. It is used to generate links in emails and other places.
 APP_DOMAIN=
 
-## Error and Performance Monitoring
-# The app uses Sentry to monitor errors and performance. In reality, you likely don't need this unless you're deploying Maybe to many users.
-SENTRY_DSN=
-
-# If enabled, an invite code generated by `rake invites:create` is required to sign up as a new user.
-# This is useful for controlling who can sign up for your Maybe instance.
-REQUIRE_INVITE_CODE=false
-
-# Enables self hosting features
-SELF_HOSTING_ENABLED=false
-
-# The hosting platform used to deploy the app (e.g. "render")
-# `localhost` (or unset) is used for local development and testing
-HOSTING_PLATFORM=localhost
+# Disable enforcing SSL connections
+# DISABLE_SSL=true
 
 # ======================================================================================================
-# Upgrades Module - responsible for triggering upgrade alerts, prompts, and auto-upgrade functionality
+# Active Storage Configuration - responsible for storing file uploads
 # ======================================================================================================
 #
-# UPGRADES_ENABLED: Enables Upgrader class functionality.
-# 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.
+# * Defaults to disk storage but you can also use Amazon S3 or Cloudflare R2
+# * Set the appropriate environment variables to use these services.
+# * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
 #
-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`
-
-
-# ======================================================================================================
-# Git Repository Module - responsible for fetching latest commit data for upgrades
-# ======================================================================================================
+# Amazon S3
+# ==========
+# ACTIVE_STORAGE_SERVICE=amazon <- Enables Amazon S3 storage
+# S3_ACCESS_KEY_ID=
+# S3_SECRET_ACCESS_KEY=
+# S3_REGION= # defaults to `us-east-1` if not set
+# S3_BUCKET=
+#
+# Cloudflare R2
+# =============
+# ACTIVE_STORAGE_SERVICE=cloudflare <- Enables Cloudflare R2 storage
+# CLOUDFLARE_ACCOUNT_ID=
+# CLOUDFLARE_ACCESS_KEY_ID=
+# CLOUDFLARE_SECRET_ACCESS_KEY=
+# CLOUDFLARE_BUCKET=
 #
-GITHUB_REPO_OWNER=maybe-finance 
-GITHUB_REPO_NAME=maybe
-GITHUB_REPO_BRANCH=main

.env.local.example

@@ -0,0 +1,5 @@
+# To enable / disable self-hosting features.
+SELF_HOSTED=false
+
+# Enable Synth market data (careful, this will use your API credits)
+SYNTH_API_KEY=yourapikeyhere

.env.test.example

@@ -0,0 +1,19 @@
+SELF_HOSTED=false
+
+# ================
+# 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 +1,61 @@
+---
+name: Bug report
+about: Open a bug report when you experience broken functionality within the latest
+  version of the Maybe app
+title: 'Bug: [Add descriptive title here]'
+labels: ''
+assignees: ''
+
+---
+
+## Before you start (required)
+
+### General checklist
+
+- [ ] I have removed personal / sensitive data from screenshots and logs
+- [ ] I have searched [existing issues](https://github.com/maybe-finance/maybe/issues?q=is:issue) and [discussions](https://github.com/maybe-finance/maybe/discussions) to ensure this is not a duplicate issue
+    
+### How are you using Maybe?
+
+- [ ] I am a paying Maybe customer (hosted version)
+  - Paying Maybe users can also open requests in Intercom (if there is sensitive info involved)
+- [ ] I am a self-hosted user
+
+### Self hoster checklist
+
+_Paying, hosted users should delete this entire section._
+
+If you are a self-hosted user, please complete all of the information below.  Issues with incomplete information will be marked as `Needs Info` to help our small team prioritize bug fixes.
+
+- Self hosted app commit SHA (find in user menu): [enter commit sha here]
+  - [ ] I have confirmed that my app's commit is the latest version of Maybe
+- Where are you hosting?
+  - [ ] Render
+  - [ ] Docker Compose
+  - [ ] Umbrel
+  - [ ] Other (please specify)
+
+---
+
+## Bug description
+
+A clear and concise description of what the bug is.
+
+### To Reproduce
+
+Be as specific as possible so Maybe maintainers can quickly reproduce the bug you're experiencing.
+
+Steps to reproduce the behavior:
+
+1. Go to '...'
+2. Click on '....'
+3. Scroll down to '....'
+4. See error
+
+### Expected behavior
+
+What is the intended behavior that you would expect?
+
+### Screenshots and/or recordings
+
+We highly recommend providing additional context with screenshots and/or screen recordings.  This will _significantly_ improve the chances of the bug being addressed and fixed quickly.

.github/ISSUE_TEMPLATE/other.md

@@ -0,0 +1,39 @@
+---
+name: Other
+about: All other issues
+title: ''
+labels: ''
+assignees: ''
+
+---
+
+## Before you start (required)
+
+### Is this a bug?
+
+A bug is _broken functionality_ of the app (i.e. it prevents you from using the app).  For bugs, please use the ["Bug Report" template](https://github.com/maybe-finance/maybe/issues) instead.
+
+### Is this a bug with _sensitive info_?
+
+If you are a _paying_ Maybe user, you can open a support request in Intercom.
+
+### Is this a feature request?
+
+A feature request is functionality that you would like that is not already on our [Roadmap](https://github.com/maybe-finance/maybe/wiki/Roadmap).
+
+All feature requests should be opened in a [Feature request Discussion](https://github.com/maybe-finance/maybe/discussions/categories/feature-requests).
+
+Be sure to search existing discussions prior to opening a new feature request.
+
+### Is this related to Docker and/or hosting for self hosting?
+
+If you are having a Docker configuration issue, please do not open a Github issue unless you've identified a bug in our Dockerfile.  To get help with self hosting, there are several options:
+
+- **First**: Read our [Docker hosting guide](https://github.com/maybe-finance/maybe/tree/main/docs/hosting/docker.md) and follow it step-by-step
+- Open a [Docker Discussion](https://github.com/maybe-finance/maybe/discussions/categories/docker-compose-hosting)
+
+---
+
+## Issue description
+
+If your issue does not fall into the categories above, please provide a **descriptive and complete** overview of your issue.

.github/workflows/ci.yml

@@ -1,9 +1,7 @@
 name: CI
 
 on:
-  pull_request:
-  push:
-    branches: [main]
+  workflow_call:
 
 jobs:
   scan_ruby:
@@ -54,13 +52,36 @@ jobs:
       - name: Lint code for consistent style
         run: bin/rubocop -f github
 
-      - name: Lint templates for consistent style
-        run: ./bin/erblint ./app/**/*.erb
+  lint_js:
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Setup Node.js environment
+        uses: actions/setup-node@v4
+        with:
+          node-version: "20"
+          cache: "npm"
+
+      - name: Install dependencies
+        run: npm install
+        shell: bash
+
+      - name: Lint/Format js code
+        run: npm run lint
 
   test:
     runs-on: ubuntu-latest
     timeout-minutes: 10
 
+    env:
+      PLAID_CLIENT_ID: foo
+      PLAID_SECRET: bar
+      DATABASE_URL: postgres://postgres:postgres@localhost:5432
+      RAILS_ENV: test
+
     services:
       postgres:
         image: postgres
@@ -71,12 +92,6 @@ 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 +105,18 @@ 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 +1,85 @@
+name: Publish Docker image
+
+on:
+  workflow_dispatch:
+    inputs:
+      ref:
+        description: 'Git ref (tag or commit SHA) to build'
+        required: true
+        type: string 
+        default: 'main'
+  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 ]
+
+    timeout-minutes: 60
+
+    runs-on: ubuntu-latest
+
+    permissions:
+      contents: read
+      packages: write
+
+    steps:
+      - name: Check out the repo
+        uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.inputs.ref || github.ref }}
+
+      - 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: ${{ steps.meta.outputs.labels }}
+          platforms: 'linux/amd64,linux/arm64'
+          cache-from: type=gha
+          cache-to: type=gha,mode=max
+          provenance: false
+          # https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
+          outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app
+          build-args: BUILD_COMMIT_SHA=${{ github.sha }}

.gitignore

@@ -6,11 +6,12 @@
 
 # Ignore bundler config.
 /.bundle
+/vendor/bundle
 
 # Ignore all environment files (except templates).
 /.env*
 !/.env*.erb
-!.env.example
+!.env*.example
 
 # Ignore all logfiles and tempfiles.
 /log/*
@@ -42,7 +43,9 @@
 .idea
 
 # Ignore VS Code
-.vscode
+.vscode/*
+!.vscode/extensions.json
+!.vscode/*.code-snippets
 
 # Ignore macOS specific files
 */.DS_Store
@@ -50,3 +53,21 @@
 
 # Ignore .devcontainer files
 compose-dev.yaml
+
+# Ignore asdf ruby version file
+.tool-versions
+
+# Ignore GCP keyfile
+gcp-storage-keyfile.json
+
+coverage
+.cursorrules
+.cursor/rules/structure.mdc
+.cursor/rules/agent.mdc
+
+# Ignore node related files
+node_modules
+
+compose.yml
+
+plaid_test_accounts/

.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
+3.4.4

CONTRIBUTING.md

@@ -4,6 +4,8 @@ It means so much that you're interested in contributing to Maybe! Seriously. Tha
 
 ## House Rules
 
+- Before contributing, familiarize yourself with our project conventions. You should read through our [Project Conventions Rule](https://github.com/maybe-finance/maybe/.cursor/rules/project-conventions.mdc), which is intended for LLMs, but is also an excellent primer on how we write code for Maybe.
+- While totally optional, consider using Cursor + VSCode as it will automatically apply our project conventions to your code via the `.cursor/rules` directory.
 - Before contributing, please check if it already exists in [issues](https://github.com/maybe-finance/maybe/issues) or [PRs](https://github.com/maybe-finance/maybe/pulls)
 - Given the speed at which we're moving on the codebase, we don't assign issues or "give" issues to anyone.
 - When multiple PRs are submitted for the same issue, we take the one that most succinctly & efficiently solves a given problem and stays within the scope of work.

Dockerfile

@@ -1,45 +1,47 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.3.0
-FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
+ARG RUBY_VERSION=3.4.4
+FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim AS base
 
 # Rails app lives here
 WORKDIR /rails
 
 # Install base packages
 RUN apt-get update -qq && \
-    apt-get install --no-install-recommends -y curl libvips postgresql-client
+    apt-get install --no-install-recommends -y curl libvips postgresql-client libyaml-0-2
 
 # Set production environment
+ARG BUILD_COMMIT_SHA
 ENV RAILS_ENV="production" \
     BUNDLE_DEPLOYMENT="1" \
     BUNDLE_PATH="/usr/local/bundle" \
-    BUNDLE_WITHOUT="development"
-
-
+    BUNDLE_WITHOUT="development" \
+    BUILD_COMMIT_SHA=${BUILD_COMMIT_SHA}
+    
 # Throw-away build stage to reduce size of final image
-FROM base as build
+FROM base AS build
 
 # Install packages needed to build gems
-RUN apt-get install --no-install-recommends -y build-essential git libpq-dev pkg-config
+RUN apt-get install --no-install-recommends -y build-essential libpq-dev git pkg-config libyaml-dev
 
 # Install application gems
 COPY .ruby-version Gemfile Gemfile.lock ./
-RUN bundle install && \
-    rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git && \
-    bundle exec bootsnap precompile --gemfile
+RUN bundle install
+
+RUN rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git
+
+RUN bundle exec bootsnap precompile --gemfile -j 0
 
 # Copy application code
 COPY . .
 
 # Precompile bootsnap code for faster boot times
-RUN bundle exec bootsnap precompile app/ lib/
+RUN bundle exec bootsnap precompile -j 0 app/ lib/
 
 # Precompiling assets for production without requiring secret RAILS_MASTER_KEY
 RUN SECRET_KEY_BASE_DUMMY=1 ./bin/rails assets:precompile
 
-
 # Final stage for app image
 FROM base
 

Gemfile

@@ -3,11 +3,11 @@ source "https://rubygems.org"
 ruby file: ".ruby-version"
 
 # Rails
-gem "rails", github: "rails/rails", branch: "main"
+gem "rails", "~> 7.2.2"
 
 # Drivers
 gem "pg", "~> 1.5"
-gem "redis", ">= 4.0.1"
+gem "redis", "~> 5.4"
 
 # Deployment
 gem "puma", ">= 5.0"
@@ -19,44 +19,75 @@ gem "propshaft"
 gem "tailwindcss-rails"
 gem "lucide-rails", github: "maybe-finance/lucide-rails"
 
-# Hotwire
+# Hotwire + UI
 gem "stimulus-rails"
 gem "turbo-rails"
+gem "view_component"
+gem "lookbook", ">= 2.3.7"
+gem "hotwire_combobox"
 
 # Background Jobs
-gem "good_job"
+gem "sidekiq"
+gem "sidekiq-cron"
 
-# Search
-gem "ransack"
-
-# Error logging
-gem "stackprof"
+# Monitoring
+gem "vernier"
+gem "rack-mini-profiler"
 gem "sentry-ruby"
 gem "sentry-rails"
-gem "rails-settings-cached"
-gem "octokit"
+gem "sentry-sidekiq"
+gem "logtail-rails"
+gem "skylight"
+
+# Active Storage
+gem "aws-sdk-s3", "~> 1.177.0", require: false
+gem "image_processing", ">= 1.2"
 
 # Other
-gem "bcrypt", "~> 3.1.7"
-gem "inline_svg"
-gem "tzinfo-data", platforms: %i[ windows jruby ]
+gem "ostruct"
+gem "bcrypt", "~> 3.1"
+gem "jwt"
 gem "faraday"
+gem "faraday-retry"
+gem "faraday-multipart"
+gem "inline_svg"
+gem "octokit"
 gem "pagy"
+gem "rails-settings-cached"
+gem "tzinfo-data", platforms: %i[windows jruby]
+gem "csv"
+gem "redcarpet"
+gem "stripe"
+gem "intercom-rails"
+gem "plaid"
+gem "rotp", "~> 6.3"
+gem "rqrcode", "~> 3.0"
+gem "activerecord-import"
+
+# State machines
+gem "aasm"
+gem "after_commit_everywhere", "~> 1.0"
+
+# AI
+gem "ruby-openai"
 
 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"
+  gem "benchmark-ips"
+  gem "foreman"
 end
 
 group :test do
@@ -65,4 +96,6 @@ group :test do
   gem "mocha"
   gem "vcr"
   gem "webmock"
+  gem "climate_control"
+  gem "simplecov", require: false
 end

Gemfile.lock

@@ -1,128 +1,130 @@
 GIT
   remote: https://github.com/maybe-finance/lucide-rails.git
-  revision: 6170b3a0eceb43a8af6552638e9526673c356d0d
+  revision: 272e5fb8418ea458da3995d6abe0ba0ceee9c9f0
   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)
+    aasm (5.5.0)
+      concurrent-ruby (~> 1.0)
+    actioncable (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       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 (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activestorage (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       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 (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      actionview (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       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 (7.2.2.1)
+      actionview (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       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 (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activestorage (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionview (7.2.2.1)
+      activesupport (= 7.2.2.1)
       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 (7.2.2.1)
+      activesupport (= 7.2.2.1)
       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 (7.2.2.1)
+      activesupport (= 7.2.2.1)
+    activerecord (7.2.2.1)
+      activemodel (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       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)
+    activerecord-import (2.1.0)
+      activerecord (>= 4.2)
+    activestorage (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       marcel (~> 1.0)
-    activesupport (7.2.0.alpha)
+    activesupport (7.2.2.1)
       base64
+      benchmark (>= 0.3)
       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)
+    addressable (2.8.7)
+      public_suffix (>= 2.0.2, < 7.0)
+    after_commit_everywhere (1.6.0)
+      activerecord (>= 4.2)
+      activesupport
+    ast (2.4.3)
+    aws-eventstream (1.3.2)
+    aws-partitions (1.1105.0)
+    aws-sdk-core (3.224.0)
+      aws-eventstream (~> 1, >= 1.3.0)
+      aws-partitions (~> 1, >= 1.992.0)
+      aws-sigv4 (~> 1.9)
+      base64
+      jmespath (~> 1, >= 1.6.1)
+      logger
+    aws-sdk-kms (1.101.0)
+      aws-sdk-core (~> 3, >= 3.216.0)
+      aws-sigv4 (~> 1.5)
+    aws-sdk-s3 (1.177.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
+      aws-sdk-kms (~> 1)
+      aws-sigv4 (~> 1.5)
+    aws-sigv4 (1.11.0)
+      aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
-    better_html (2.0.2)
+    benchmark (0.4.0)
+    benchmark-ips (2.14.0)
+    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 (3.1.9)
     bindex (0.8.1)
-    bootsnap (1.18.3)
+    bootsnap (1.18.6)
       msgpack (~> 1.2)
-    brakeman (6.1.2)
+    brakeman (7.0.2)
       racc
-    builder (3.2.4)
+    builder (3.3.0)
     capybara (3.40.0)
       addressable
       matrix
@@ -132,92 +134,157 @@ GEM
       rack-test (>= 0.6.3)
       regexp_parser (>= 1.5, < 3.0)
       xpath (~> 3.2)
-    childprocess (5.0.0)
-    concurrent-ruby (1.2.3)
-    connection_pool (2.4.1)
+    childprocess (5.1.0)
+      logger (~> 1.5)
+    chunky_png (1.4.0)
+    climate_control (1.2.0)
+    concurrent-ruby (1.3.4)
+    connection_pool (2.5.3)
     crack (1.0.0)
       bigdecimal
       rexml
     crass (1.0.6)
-    date (3.3.4)
-    debug (1.9.2)
+    cronex (0.15.0)
+      tzinfo
+      unicode (>= 0.4.4.5)
+    css_parser (1.21.1)
+      addressable
+    csv (3.3.4)
+    date (3.4.1)
+    debug (1.10.0)
       irb (~> 1.10)
       reline (>= 0.3.8)
-    dotenv (3.1.0)
-    dotenv-rails (3.1.0)
-      dotenv (= 3.1.0)
+    docile (1.4.1)
+    dotenv (3.1.8)
+    dotenv-rails (3.1.8)
+      dotenv (= 3.1.8)
       railties (>= 6.1)
     drb (2.2.1)
-    erb_lint (0.5.0)
+    erb (5.0.1)
+    erb_lint (0.9.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
       rainbow
-      rubocop
+      rubocop (>= 1)
       smart_properties
-    erubi (1.12.0)
+    erubi (1.13.1)
     et-orbi (1.2.11)
       tzinfo
-    faraday (2.9.0)
-      faraday-net_http (>= 2.0, < 3.2)
-    faraday-net_http (3.1.0)
-      net-http
-    ffi (1.16.3)
-    fugit (1.10.1)
-      et-orbi (~> 1, >= 1.2.7)
+    event_stream_parser (1.0.0)
+    faker (3.5.1)
+      i18n (>= 1.8.11, < 2)
+    faraday (2.13.1)
+      faraday-net_http (>= 2.0, < 3.5)
+      json
+      logger
+    faraday-multipart (1.1.0)
+      multipart-post (~> 2.0)
+    faraday-net_http (3.4.0)
+      net-http (>= 0.5.0)
+    faraday-retry (2.3.1)
+      faraday (~> 2.0)
+    ffi (1.17.2-aarch64-linux-gnu)
+    ffi (1.17.2-aarch64-linux-musl)
+    ffi (1.17.2-arm-linux-gnu)
+    ffi (1.17.2-arm-linux-musl)
+    ffi (1.17.2-arm64-darwin)
+    ffi (1.17.2-x86_64-darwin)
+    ffi (1.17.2-x86_64-linux-gnu)
+    ffi (1.17.2-x86_64-linux-musl)
+    foreman (0.88.1)
+    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)
-    hashdiff (1.1.0)
-    highline (3.0.1)
-    hotwire-livereload (1.3.2)
-      actioncable (>= 6.0.0)
+    hashdiff (1.1.2)
+    highline (3.1.2)
+      reline
+    hotwire-livereload (2.0.0)
+      actioncable (>= 7.0.0)
       listen (>= 3.0.0)
-      railties (>= 6.0.0)
-    i18n (1.14.4)
+      railties (>= 7.0.0)
+    hotwire_combobox (0.4.0)
+      platform_agent (>= 1.0.1)
+      rails (>= 7.0.7.2)
+      stimulus-rails (>= 1.2)
+      turbo-rails (>= 1.2)
+    htmlbeautifier (1.4.3)
+    htmlentities (4.3.4)
+    i18n (1.14.7)
       concurrent-ruby (~> 1.0)
-    i18n-tasks (1.0.13)
+    i18n-tasks (1.0.15)
       activesupport (>= 4.0.2)
       ast (>= 2.1.0)
-      better_html (>= 1.0, < 3.0)
       erubi
       highline (>= 2.0.0)
       i18n
       parser (>= 3.2.2.1)
       rails-i18n
       rainbow (>= 2.2.2, < 4.0)
+      ruby-progressbar (~> 1.8, >= 1.8.1)
       terminal-table (>= 1.5.1)
-    importmap-rails (2.0.1)
+    image_processing (1.14.0)
+      mini_magick (>= 4.9.5, < 6)
+      ruby-vips (>= 2.0.17, < 3)
+    importmap-rails (2.1.0)
       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
+    intercom-rails (1.0.6)
+      activesupport (> 4.0)
+      jwt (~> 2.0)
+    io-console (0.8.0)
+    irb (1.15.2)
+      pp (>= 0.6.0)
+      rdoc (>= 4.0.0)
       reline (>= 0.4.2)
-    json (2.7.1)
-    language_server-protocol (3.17.0.3)
-    launchy (3.0.0)
+    jmespath (1.6.2)
+    json (2.12.0)
+    jwt (2.10.1)
+      base64
+    language_server-protocol (3.17.0.5)
+    launchy (3.1.1)
       addressable (~> 2.8)
       childprocess (~> 5.0)
+      logger (~> 1.6)
     letter_opener (1.10.0)
       launchy (>= 2.2, < 4)
+    lint_roller (1.1.0)
     listen (3.9.0)
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
-    loofah (2.22.0)
+    logger (1.7.0)
+    logtail (0.1.17)
+      msgpack (~> 1.0)
+    logtail-rack (0.2.6)
+      logtail (~> 0.1)
+      rack (>= 1.2, < 4.0)
+    logtail-rails (0.2.10)
+      actionpack (>= 5.0.0)
+      activerecord (>= 5.0.0)
+      logtail (~> 0.1, >= 0.1.14)
+      logtail-rack (~> 0.1)
+      railties (>= 5.0.0)
+    loofah (2.24.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
+    lookbook (2.3.9)
+      activemodel
+      css_parser
+      htmlbeautifier (~> 1.3)
+      htmlentities (~> 4.3.4)
+      marcel (~> 1.0)
+      railties (>= 5.0)
+      redcarpet (~> 3.5)
+      rouge (>= 3.26, < 5.0)
+      view_component (>= 2.0)
+      yard (~> 0.9)
+      zeitwerk (~> 2.5)
     mail (2.8.1)
       mini_mime (>= 0.1.1)
       net-imap
@@ -225,251 +292,368 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
+    method_source (1.1.0)
+    mini_magick (5.2.0)
+      benchmark
+      logger
     mini_mime (1.1.5)
-    minitest (5.21.2)
-    mocha (2.1.0)
+    minitest (5.25.5)
+    mocha (2.7.1)
       ruby2_keywords (>= 0.0.5)
-    msgpack (1.7.2)
-    net-http (0.4.1)
+    msgpack (1.8.0)
+    multipart-post (2.4.1)
+    net-http (0.6.0)
       uri
-    net-imap (0.4.10)
+    net-imap (0.5.8)
       date
       net-protocol
     net-pop (0.1.2)
       net-protocol
     net-protocol (0.2.2)
       timeout
-    net-smtp (0.5.0)
+    net-smtp (0.5.1)
       net-protocol
-    nio4r (2.7.1)
-    nokogiri (1.16.3-aarch64-linux)
+    nio4r (2.7.4)
+    nokogiri (1.18.8-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.16.3-arm-linux)
+    nokogiri (1.18.8-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.16.3-arm64-darwin)
+    nokogiri (1.18.8-arm-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86-linux)
+    nokogiri (1.18.8-arm-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86_64-darwin)
+    nokogiri (1.18.8-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.16.3-x86_64-linux)
+    nokogiri (1.18.8-x86_64-darwin)
       racc (~> 1.4)
-    octokit (8.1.0)
-      base64
+    nokogiri (1.18.8-x86_64-linux-gnu)
+      racc (~> 1.4)
+    nokogiri (1.18.8-x86_64-linux-musl)
+      racc (~> 1.4)
+    octokit (10.0.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (8.0.2)
-    parallel (1.24.0)
-    parser (3.3.0.5)
+    ostruct (0.6.1)
+    pagy (9.3.4)
+    parallel (1.27.0)
+    parser (3.3.8.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.6)
-    prism (0.24.0)
-    propshaft (0.8.0)
+    pg (1.5.9)
+    plaid (39.0.0)
+      faraday (>= 1.0.1, < 3.0)
+      faraday-multipart (>= 1.0.1, < 2.0)
+    platform_agent (1.0.1)
+      activesupport (>= 5.2.0)
+      useragent (~> 0.16.3)
+    pp (0.6.2)
+      prettyprint
+    prettyprint (0.2.0)
+    prism (1.4.0)
+    propshaft (1.1.0)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
       rack
       railties (>= 7.0.0)
-    psych (5.1.2)
+    psych (5.2.6)
+      date
       stringio
-    public_suffix (5.0.4)
-    puma (6.4.2)
+    public_suffix (6.0.2)
+    puma (6.6.0)
       nio4r (~> 2.0)
     raabro (1.4.0)
-    racc (1.7.3)
-    rack (3.0.10)
-    rack-session (2.0.0)
+    racc (1.8.1)
+    rack (3.1.15)
+    rack-mini-profiler (3.3.1)
+      rack (>= 1.2.0)
+    rack-session (2.1.1)
+      base64 (>= 0.1.0)
       rack (>= 3.0.0)
-    rack-test (2.1.0)
+    rack-test (2.2.0)
       rack (>= 1.3)
-    rackup (2.1.0)
+    rackup (2.2.1)
       rack (>= 3)
-      webrick (~> 1.8)
+    rails (7.2.2.1)
+      actioncable (= 7.2.2.1)
+      actionmailbox (= 7.2.2.1)
+      actionmailer (= 7.2.2.1)
+      actionpack (= 7.2.2.1)
+      actiontext (= 7.2.2.1)
+      actionview (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activemodel (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activestorage (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
+      bundler (>= 1.15.0)
+      railties (= 7.2.2.1)
     rails-dom-testing (2.2.0)
       activesupport (>= 5.0.0)
       minitest
       nokogiri (>= 1.6)
-    rails-html-sanitizer (1.6.0)
+    rails-html-sanitizer (1.6.2)
       loofah (~> 2.21)
-      nokogiri (~> 1.14)
-    rails-i18n (7.0.8)
+      nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
+    rails-i18n (7.0.10)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
-    rails-settings-cached (2.9.4)
+    rails-settings-cached (2.9.6)
       activerecord (>= 5.0.0)
       railties (>= 5.0.0)
+    railties (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
+      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 (3.9.4)
+      logger
+    rdoc (6.14.0)
+      erb
       psych (>= 4.0.0)
-    redis (5.1.0)
-      redis-client (>= 0.17.0)
-    redis-client (0.19.1)
+    redcarpet (3.6.1)
+    redis (5.4.0)
+      redis-client (>= 0.22.0)
+    redis-client (0.24.0)
       connection_pool
-    regexp_parser (2.9.0)
-    reline (0.5.0)
+    regexp_parser (2.10.0)
+    reline (0.6.1)
       io-console (~> 0.5)
-    rexml (3.2.6)
-    rubocop (1.60.2)
+    rexml (3.4.1)
+    rotp (6.3.0)
+    rouge (4.5.2)
+    rqrcode (3.1.0)
+      chunky_png (~> 1.0)
+      rqrcode_core (~> 2.0)
+    rqrcode_core (2.0.0)
+    rubocop (1.75.6)
       json (~> 2.3)
-      language_server-protocol (>= 3.17.0)
+      language_server-protocol (~> 3.17.0.2)
+      lint_roller (~> 1.1.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 1.8, < 3.0)
-      rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
+      regexp_parser (>= 2.9.3, < 3.0)
+      rubocop-ast (>= 1.44.0, < 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 (>= 1.48.1, < 2.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
-    rubocop-rails (2.23.1)
+      unicode-display_width (>= 2.4.0, < 4.0)
+    rubocop-ast (1.44.1)
+      parser (>= 3.3.7.2)
+      prism (~> 1.4)
+    rubocop-performance (1.25.0)
+      lint_roller (~> 1.1)
+      rubocop (>= 1.75.0, < 2.0)
+      rubocop-ast (>= 1.38.0, < 2.0)
+    rubocop-rails (2.32.0)
       activesupport (>= 4.2.0)
+      lint_roller (~> 1.1)
       rack (>= 1.1)
-      rubocop (>= 1.33.0, < 2.0)
-      rubocop-ast (>= 1.30.0, < 2.0)
-    rubocop-rails-omakase (1.0.0)
-      rubocop
-      rubocop-minitest
-      rubocop-performance
-      rubocop-rails
-    ruby-lsp (0.16.2)
+      rubocop (>= 1.75.0, < 2.0)
+      rubocop-ast (>= 1.44.0, < 2.0)
+    rubocop-rails-omakase (1.1.0)
+      rubocop (>= 1.72)
+      rubocop-performance (>= 1.24)
+      rubocop-rails (>= 2.30)
+    ruby-lsp (0.23.20)
       language_server-protocol (~> 3.17.0)
-      prism (>= 0.22.0, < 0.25)
+      prism (>= 1.2, < 2.0)
+      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 (0.4.3)
+      ruby-lsp (>= 0.23.18, < 0.24.0)
+    ruby-openai (8.1.0)
+      event_stream_parser (>= 0.3.0, < 2.0.0)
+      faraday (>= 1)
+      faraday-multipart (>= 1)
     ruby-progressbar (1.13.0)
+    ruby-vips (2.2.3)
+      ffi (~> 1.12)
+      logger
     ruby2_keywords (0.0.5)
-    rubyzip (2.3.2)
+    rubyzip (2.4.1)
     sawyer (0.9.2)
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
-    selenium-webdriver (4.19.0)
+    securerandom (0.4.1)
+    selenium-webdriver (4.32.0)
       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 (5.24.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.17.2)
-    sentry-ruby (5.17.2)
+      sentry-ruby (~> 5.24.0)
+    sentry-ruby (5.24.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
+    sentry-sidekiq (5.24.0)
+      sentry-ruby (~> 5.24.0)
+      sidekiq (>= 3.0)
+    sidekiq (8.0.3)
+      connection_pool (>= 2.5.0)
+      json (>= 2.9.0)
+      logger (>= 1.6.2)
+      rack (>= 3.1.0)
+      redis-client (>= 0.23.2)
+    sidekiq-cron (2.3.0)
+      cronex (>= 0.13.0)
+      fugit (~> 1.8, >= 1.11.1)
+      globalid (>= 1.0.1)
+      sidekiq (>= 6.5.0)
+    simplecov (0.22.0)
+      docile (~> 1.1)
+      simplecov-html (~> 0.11)
+      simplecov_json_formatter (~> 0.1)
+    simplecov-html (0.13.1)
+    simplecov_json_formatter (0.1.4)
+    skylight (6.0.4)
+      activesupport (>= 5.2.0)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11332)
-    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)
-      railties (>= 6.0.0)
-    terminal-table (3.0.2)
-      unicode-display_width (>= 1.1.1, < 3)
-    thor (1.3.1)
-    timeout (0.4.1)
-    turbo-rails (2.0.5)
-      actionpack (>= 6.0.0)
-      activejob (>= 6.0.0)
+    sorbet-runtime (0.5.12117)
+    stimulus-rails (1.3.4)
       railties (>= 6.0.0)
+    stringio (3.1.7)
+    stripe (15.1.0)
+    tailwindcss-rails (4.2.3)
+      railties (>= 7.0.0)
+      tailwindcss-ruby (~> 4.0)
+    tailwindcss-ruby (4.1.7)
+    tailwindcss-ruby (4.1.7-aarch64-linux-gnu)
+    tailwindcss-ruby (4.1.7-aarch64-linux-musl)
+    tailwindcss-ruby (4.1.7-arm64-darwin)
+    tailwindcss-ruby (4.1.7-x86_64-darwin)
+    tailwindcss-ruby (4.1.7-x86_64-linux-gnu)
+    tailwindcss-ruby (4.1.7-x86_64-linux-musl)
+    terminal-table (4.0.0)
+      unicode-display_width (>= 1.1.1, < 4)
+    thor (1.3.2)
+    timeout (0.4.3)
+    turbo-rails (2.0.13)
+      actionpack (>= 7.1.0)
+      railties (>= 7.1.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
-    unicode-display_width (2.5.0)
-    uri (0.13.0)
-    useragent (0.16.10)
-    vcr (6.2.0)
+    unicode (0.4.4.5)
+    unicode-display_width (3.1.4)
+      unicode-emoji (~> 4.0, >= 4.0.4)
+    unicode-emoji (4.0.4)
+    uri (1.0.3)
+    useragent (0.16.11)
+    vcr (6.3.1)
+      base64
+    vernier (1.7.1)
+    view_component (3.22.0)
+      activesupport (>= 5.2.0, < 8.1)
+      concurrent-ruby (= 1.3.4)
+      method_source (~> 1.0)
     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 (3.25.1)
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    webrick (1.8.1)
-    websocket (1.2.10)
-    websocket-driver (0.7.6)
+    websocket (1.2.11)
+    websocket-driver (0.7.7)
+      base64
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.13)
+    yard (0.9.37)
+    zeitwerk (2.7.3)
 
 PLATFORMS
-  aarch64-linux
-  arm-linux
+  aarch64-linux-gnu
+  aarch64-linux-musl
+  arm-linux-gnu
+  arm-linux-musl
   arm64-darwin
-  x86-linux
   x86_64-darwin
-  x86_64-linux
+  x86_64-linux-gnu
+  x86_64-linux-musl
 
 DEPENDENCIES
-  bcrypt (~> 3.1.7)
+  aasm
+  activerecord-import
+  after_commit_everywhere (~> 1.0)
+  aws-sdk-s3 (~> 1.177.0)
+  bcrypt (~> 3.1)
+  benchmark-ips
   bootsnap
   brakeman
   capybara
+  climate_control
+  csv
   debug
   dotenv-rails
   erb_lint
+  faker
   faraday
-  good_job
+  faraday-multipart
+  faraday-retry
+  foreman
   hotwire-livereload
+  hotwire_combobox
   i18n-tasks
+  image_processing (>= 1.2)
   importmap-rails
   inline_svg
+  intercom-rails
+  jwt
   letter_opener
+  logtail-rails
+  lookbook (>= 2.3.7)
   lucide-rails!
   mocha
   octokit
+  ostruct
   pagy
   pg (~> 1.5)
+  plaid
   propshaft
   puma (>= 5.0)
-  rails!
+  rack-mini-profiler
+  rails (~> 7.2.2)
   rails-settings-cached
-  ransack
-  redis (>= 4.0.1)
+  redcarpet
+  redis (~> 5.4)
+  rotp (~> 6.3)
+  rqrcode (~> 3.0)
   rubocop-rails-omakase
   ruby-lsp-rails
+  ruby-openai
   selenium-webdriver
   sentry-rails
   sentry-ruby
-  stackprof
+  sentry-sidekiq
+  sidekiq
+  sidekiq-cron
+  simplecov
+  skylight
   stimulus-rails
+  stripe
   tailwindcss-rails
   turbo-rails
   tzinfo-data
   vcr
+  vernier
+  view_component
   web-console
   webmock
 
 RUBY VERSION
-   ruby 3.3.0p0
+   ruby 3.4.4p34
 
 BUNDLED WITH
-   2.5.5
+   2.6.9

Procfile.dev

@@ -1,3 +1,3 @@
-web: bin/rails server -b 0.0.0.0
-css: bin/rails tailwindcss:watch
-worker: bundle exec good_job start
+web: bundle exec ${DEBUG:+rdbg -O -n -c --} bin/rails server -b 0.0.0.0
+css: bundle exec bin/rails tailwindcss:watch 2>/dev/null
+worker: bundle exec sidekiq

README.md

@@ -1,47 +1,60 @@
-<img width="1440" alt="dashboard_mockup" src="https://github.com/maybe-finance/maybe/assets/35243/a7763d0e-a942-42db-bde7-eb8d28106917">
-<sup><i>(Note: The image above is a mockup of what we're working towards. We're rapidly approaching the functionality shown, but not all of the parts are ready just yet.)</i></sup>
 
-# Maybe: The OS for your personal finances
+<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/13fc5ef4-ce0f-4073-a163-9dbc3eb4c8e5" />
 
-<b>Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
+# Maybe: The personal finance app for everyone
 
-_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)._
+<b>Get
+involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
 
 ## 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 2 primary ways to use the Maybe app:
 
-### One-Click Render deploy (recommended)
+1. Managed (easiest) - we're in alpha and release invites in our Discord
+2. [Self-host with Docker](docs/hosting/docker.md)
 
-<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>
+## Contributing
 
-1. Click the button above
-2. Follow the instructions in the [Render self-hosting guide](docs/self-hosting/render.md)
+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!
 
 ## 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`)
+- See `.ruby-version` file for required Ruby version
 - PostgreSQL >9.3 (ideally, latest stable version)
 
 After cloning the repo, the basic setup commands are:
 
 ```sh
 cd maybe
-cp .env.example .env
+cp .env.local.example .env.local
 bin/setup
 bin/dev
 
@@ -49,7 +62,8 @@ 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 +74,16 @@ 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.
-
-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).
-
-#### Linux
-
-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).
-
-### 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.
-
-## Contributing
-
-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!
+- [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
+- [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide)
+- [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
+- Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more
 
 ## Repo Activity
 
@@ -99,4 +91,6 @@ 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/images/ai-dark.svg

@@ -0,0 +1,71 @@
+<svg xmlns="http://www.w3.org/2000/svg" width="32" height="32" viewBox="0 0 32 32" fill="none">
+  <g filter="url(#filter0_i_2942_1229)">
+    <rect width="32" height="32" rx="10" fill="url(#paint0_linear_2942_1229)"/>
+    <rect width="32" height="32" rx="10" fill="white" fill-opacity="0.07" style="mix-blend-mode:plus-lighter"/>
+  </g>
+  <g filter="url(#filter1_ii_2942_1229)">
+    <rect x="1.75" y="1.75" width="28.5" height="28.5" rx="8" fill="url(#paint1_linear_2942_1229)"/>
+  </g>
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app/assets/images/ai.svg

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app/assets/images/discord-icon.svg

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+<linearGradient id="paint0_linear_4023_1299" x1="445.5" y1="174.496" x2="445.5" y2="51.9672" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="#E5E5E5" stop-opacity="0.6"/>
+</linearGradient>
+</defs>
+</svg>

app/assets/images/stripe-logo.svg

@@ -0,0 +1,6 @@
+<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
+<g id="Frame 1321315963">
+<rect width="20" height="20" rx="10" fill="#635BFF"/>
+<path id="Vector" fill-rule="evenodd" clip-rule="evenodd" d="M9.35663 7.69056C9.35663 7.20077 9.75747 7.01238 10.4214 7.01238C11.3734 7.01238 12.5759 7.30124 13.5279 7.81615V4.86482C12.4882 4.45037 11.461 4.28711 10.4214 4.28711C7.87854 4.28711 6.1875 5.61835 6.1875 7.84127C6.1875 11.3075 10.9475 10.7549 10.9475 12.2494C10.9475 12.8271 10.4464 13.0155 9.74495 13.0155C8.70527 13.0155 7.37749 12.5885 6.32529 12.0108V14.9998C7.49023 15.5022 8.66769 15.7157 9.74495 15.7157C12.3504 15.7157 14.1416 14.4221 14.1416 12.1741C14.1291 8.43154 9.35663 9.09716 9.35663 7.69056Z" fill="white"/>
+</g>
+</svg>

app/assets/stylesheets/application.css

@@ -1 +0,0 @@
-/* Application styles */

app/assets/stylesheets/application.tailwind.css

@@ -1,73 +0,0 @@
-@tailwind base;
-@tailwind components;
-@tailwind utilities;
-
-/* Reset rules, default styles applied to plain HTML */
-@layer base {
-  details > summary::-webkit-details-marker {
-    @apply hidden;
-  }
-}
-
-@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;
-  }
-
-  .form-field__label {
-    @apply p-3 pb-0 block text-sm font-medium opacity-50;
-  }
-
-  .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 placeholder-shown:opacity-50;
-  }
-
-  .form-field__submit {
-    @apply w-full p-3 text-center text-white bg-black rounded-lg hover:bg-gray-700;
-  }
-
-  input:checked + label + .toggle-switch-dot {
-    transform: translateX(100%);
-  }
-}
-
-/* Small, single purpose classes that should take precedence over other styles */
-@layer utilities {
-  .scrollbar::-webkit-scrollbar {
-    width: 4px;
-  }
-
-  .scrollbar::-webkit-scrollbar-thumb {
-    background: #d6d6d6;
-    border-radius: 10px;
-  }
-
-  .scrollbar::-webkit-scrollbar-thumb:hover {
-    background: #a6a6a6;
-  }
-}

app/assets/tailwind/application.css

@@ -0,0 +1,171 @@
+@import 'tailwindcss';
+
+@import "./maybe-design-system.css";
+
+@import "./geist-font.css";
+@import "./geist-mono-font.css";
+
+@plugin "@tailwindcss/typography";
+@plugin "@tailwindcss/forms";
+
+@import "./simonweb_pickr.css";
+
+@layer components {
+  .pcr-app{
+    position: static !important;
+    background: none !important;
+    box-shadow: none !important;
+    padding: 0 !important;
+    width: 100% !important;
+  }
+  .pcr-color-palette{
+      height: 12em !important;
+  }
+  .pcr-palette{
+      border-radius: 10px !important;
+  }
+  .pcr-palette:before{
+      border-radius: 10px !important;
+  }
+  .pcr-color-chooser{
+      height: 1.5em !important;
+  }
+  .pcr-picker{
+      height: 20px !important;
+      width: 20px !important;
+  }
+}
+
+.combobox {
+  .hw-combobox__main__wrapper,
+  .hw-combobox__input {
+    @apply w-full;
+  }
+
+  .hw-combobox__main__wrapper {
+    @apply border-0 p-0 focus:border-0 ring-0 focus:ring-0 shadow-none focus:shadow-none focus-within:shadow-none;
+  }
+
+  .hw-combobox__listbox {
+    @apply absolute top-[160%] right-0 w-full bg-transparent rounded z-30;
+  }
+
+  .hw-combobox__label {
+    @apply block text-xs text-gray-500 peer-disabled:text-gray-400;
+  }
+
+  .hw_combobox__pagination__wrapper {
+    @apply h-px;
+
+    &:only-child {
+      @apply bg-transparent;
+    }
+  }
+
+  --hw-border-color: rgba(0, 0, 0, 0.2);
+  --hw-handle-width: 20px;
+  --hw-handle-height: 20px;
+  --hw-handle-offset-right: 0px;
+}
+
+/* Typography */
+.prose {
+  @apply max-w-none text-primary; 
+
+  a {
+    @apply text-link;
+  }
+
+  h2 {
+    @apply text-xl font-medium text-primary;
+  }
+
+  h3 {
+    @apply text-lg font-medium text-primary;
+  }
+
+  li {
+    @apply m-0 text-primary;
+  }
+
+  details {
+    @apply mb-4 rounded-xl mt-3.5;
+  }
+
+  summary {
+    @apply flex items-center gap-1;
+  }
+
+  video {
+    @apply m-0 rounded-b-xl;
+  }
+}
+
+.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;
+  }
+}
+
+.prose--ai-chat {
+  @apply break-words;
+
+  p, li {
+    @apply text-sm text-primary;
+  }
+
+  scrollbar-width: thin;
+  scrollbar-color: rgba(156, 163, 175, 0.5) transparent;
+
+  ::-webkit-scrollbar {
+    width: 6px;
+  }
+
+  ::-webkit-scrollbar-track {
+    background: transparent;
+  }
+
+  ::-webkit-scrollbar-thumb {
+    background-color: rgba(156, 163, 175, 0.5);
+    border-radius: 3px; 
+  }
+}
+
+/* Custom scrollbar implementation for Windows browsers */
+.windows {
+  ::-webkit-scrollbar {
+    width: 4px;
+  }
+
+  ::-webkit-scrollbar-thumb {
+    background: #d6d6d6;
+    border-radius: 10px;
+  }
+
+  ::-webkit-scrollbar-thumb:hover {
+    background: #a6a6a6;
+  }  
+}
+
+.scrollbar {
+  &::-webkit-scrollbar {
+    width: 4px;
+  }
+
+  &::-webkit-scrollbar-thumb {
+    background: #d6d6d6;
+    border-radius: 10px;
+  }
+
+  &::-webkit-scrollbar-thumb:hover {
+    background: #a6a6a6;
+  }
+}

app/assets/tailwind/geist-font.css

@@ -0,0 +1,85 @@
+
+
+/* Variable font */
+@font-face {
+  font-family: 'Geist';
+  src: url('./geist/Geist[wght].woff2') format('woff2-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Static fonts (fallback) */
+@supports not (font-variation-settings: normal) {
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-Thin.woff2') format('woff2');
+    font-weight: 100;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-ExtraLight.woff2') format('woff2');
+    font-weight: 200;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-Light.woff2') format('woff2');
+    font-weight: 300;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-Regular.woff2') format('woff2');
+    font-weight: 400;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-Medium.woff2') format('woff2');
+    font-weight: 500;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-SemiBold.woff2') format('woff2');
+    font-weight: 600;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-Bold.woff2') format('woff2');
+    font-weight: 700;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-ExtraBold.woff2') format('woff2');
+    font-weight: 800;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist';
+    src: url('./geist/Geist-Black.woff2') format('woff2');
+    font-weight: 900;
+    font-style: normal;
+    font-display: swap;
+  }
+}

app/assets/tailwind/geist-mono-font.css

@@ -0,0 +1,83 @@
+/* Variable font */
+@font-face {
+  font-family: 'Geist Mono';
+  src: url('./geist_mono/GeistMono[wght].woff2') format('woff2-variations');
+  font-weight: 100 950;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Static fonts (fallback) */
+@supports not (font-variation-settings: normal) {
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-Thin.woff2') format('woff2');
+    font-weight: 100;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-UltraLight.woff2') format('woff2');
+    font-weight: 200;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-Light.woff2') format('woff2');
+    font-weight: 300;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-Regular.woff2') format('woff2');
+    font-weight: 400;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-Medium.woff2') format('woff2');
+    font-weight: 500;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-SemiBold.woff2') format('woff2');
+    font-weight: 600;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-Bold.woff2') format('woff2');
+    font-weight: 700;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-Black.woff2') format('woff2');
+    font-weight: 900;
+    font-style: normal;
+    font-display: swap;
+  }
+
+  @font-face {
+    font-family: 'Geist Mono';
+    src: url('./geist_mono/GeistMono-UltraBlack.woff2') format('woff2');
+    font-weight: 950;
+    font-style: normal;
+    font-display: swap;
+  }
+}

app/assets/tailwind/maybe-design-system.css

@@ -0,0 +1,431 @@
+/* 
+  This file contains all of the Figma design tokens, components, etc. that 
+  are used globally across the app. 
+
+  One-off styling (3rd party overrides, etc.) should be done in the application.css file.
+*/
+
+@import './maybe-design-system/background-utils.css';
+@import './maybe-design-system/foreground-utils.css';
+@import './maybe-design-system/text-utils.css';
+@import './maybe-design-system/border-utils.css';
+@import './maybe-design-system/component-utils.css';
+
+@custom-variant theme-dark (&:where([data-theme=dark], [data-theme=dark] *));
+
+@theme {
+  /* Font families */
+  --font-sans: 'Geist', system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
+  --font-mono: 'Geist Mono', ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, monospace;
+
+  /* Base colors */
+  --color-white: #ffffff;
+  --color-black: #0B0B0B;
+  --color-success: var(--color-green-600);
+  --color-warning: var(--color-yellow-600);
+  --color-destructive: var(--color-red-600);
+  --color-shadow: --alpha(var(--color-black) / 6%);
+
+  /* Colors used in Stimulus controllers with SVGs (easier to define light/dark mode here than toggle within the controllers) */
+  /* See @layer base block below for dark mode overrides */
+  --budget-unused-fill: var(--color-gray-200);
+  --budget-unallocated-fill: var(--color-gray-50);
+
+  /* Gray scale */
+  --color-gray-25: #FAFAFA;
+  --color-gray-50: #F7F7F7;
+  --color-gray-100: #F0F0F0;
+  --color-gray-200: #E7E7E7;
+  --color-gray-300: #CFCFCF;
+  --color-gray-400: #9E9E9E;
+  --color-gray-500: #737373;
+  --color-gray-600: #5C5C5C;
+  --color-gray-700: #363636;
+  --color-gray-800: #242424;
+  --color-gray-900: #171717;
+  --color-gray: var(--color-gray-500);
+  --color-gray-tint-5: --alpha(var(--color-gray-500) / 5%);
+  --color-gray-tint-10: --alpha(var(--color-gray-500) / 10%);
+
+  /* Alpha colors */
+  --color-alpha-white-25: --alpha(var(--color-white) / 3%);
+  --color-alpha-white-50: --alpha(var(--color-white) / 5%);
+  --color-alpha-white-100: --alpha(var(--color-white) / 8%);
+  --color-alpha-white-200: --alpha(var(--color-white) / 10%);
+  --color-alpha-white-300: --alpha(var(--color-white) / 15%);
+  --color-alpha-white-400: --alpha(var(--color-white) / 20%);
+  --color-alpha-white-500: --alpha(var(--color-white) / 30%);
+  --color-alpha-white-600: --alpha(var(--color-white) / 40%);
+  --color-alpha-white-700: --alpha(var(--color-white) / 50%);
+  --color-alpha-white-800: --alpha(var(--color-white) / 70%);
+  --color-alpha-white-900: --alpha(var(--color-white) / 85%);
+
+  --color-alpha-black-25: --alpha(var(--color-black) / 3%);
+  --color-alpha-black-50: --alpha(var(--color-black) / 5%);
+  --color-alpha-black-100: --alpha(var(--color-black) / 8%);
+  --color-alpha-black-200: --alpha(var(--color-black) / 10%);
+  --color-alpha-black-300: --alpha(var(--color-black) / 15%);
+  --color-alpha-black-400: --alpha(var(--color-black) / 20%);
+  --color-alpha-black-500: --alpha(var(--color-black) / 30%);
+  --color-alpha-black-600: --alpha(var(--color-black) / 40%);
+  --color-alpha-black-700: --alpha(var(--color-black) / 50%);
+  --color-alpha-black-800: --alpha(var(--color-black) / 70%);
+  --color-alpha-black-900: --alpha(var(--color-black) / 85%);
+
+  /* Red scale */
+  --color-red-25: #FFFBFB;
+  --color-red-50: #FFF1F0;
+  --color-red-100: #FFDEDB;
+  --color-red-200: #FEB9B3;
+  --color-red-300: #F88C86;
+  --color-red-400: #ED4E4E;
+  --color-red-500: #F13636;
+  --color-red-600: #EC2222;
+  --color-red-700: #C91313;
+  --color-red-800: #A40E0E;
+  --color-red-900: #7E0707;
+  --color-red-tint-5: --alpha(var(--color-red-500) / 5%);
+  --color-red-tint-10: --alpha(var(--color-red-500) / 10%);
+
+  /* Green scale */
+  --color-green-25: #F6FEF9;
+  --color-green-50: #ECFDF3;
+  --color-green-100: #D1FADF;
+  --color-green-200: #A6F4C5;
+  --color-green-300: #6CE9A6;
+  --color-green-400: #32D583;
+  --color-green-500: #12B76A;
+  --color-green-600: #10A861;
+  --color-green-700: #078C52;
+  --color-green-800: #05603A;
+  --color-green-900: #054F31;
+  --color-green-tint-5: --alpha(var(--color-green-500) / 5%);
+  --color-green-tint-10: --alpha(var(--color-green-500) / 10%);
+
+  /* Yellow scale */
+  --color-yellow-25: #FFFCF5;
+  --color-yellow-50: #FFFAEB;
+  --color-yellow-100: #FEF0C7;
+  --color-yellow-200: #FEDF89;
+  --color-yellow-300: #FEC84B;
+  --color-yellow-400: #FDB022;
+  --color-yellow-500: #F79009;
+  --color-yellow-600: #DC6803;
+  --color-yellow-700: #B54708;
+  --color-yellow-800: #93370D;
+  --color-yellow-900: #7A2E0E;
+  --color-yellow-tint-5: --alpha(var(--color-yellow-500) / 5%);
+  --color-yellow-tint-10: --alpha(var(--color-yellow-500) / 10%);
+
+  /* Cyan scale */
+  --color-cyan-25: #F5FEFF;
+  --color-cyan-50: #ECFDFF;
+  --color-cyan-100: #CFF9FE;
+  --color-cyan-200: #A5F0FC;
+  --color-cyan-300: #67E3F9;
+  --color-cyan-400: #22CCEE;
+  --color-cyan-500: #06AED4;
+  --color-cyan-600: #088AB2;
+  --color-cyan-700: #0E7090;
+  --color-cyan-800: #155B75;
+  --color-cyan-900: #155B75;
+  --color-cyan-tint-5: --alpha(var(--color-cyan-500) / 5%);
+  --color-cyan-tint-10: --alpha(var(--color-cyan-500) / 10%);
+
+  /* Blue scale */
+  --color-blue-25: #F5FAFF;
+  --color-blue-50: #EFF8FF;
+  --color-blue-100: #D1E9FF;
+  --color-blue-200: #B2DDFF;
+  --color-blue-300: #84CAFF;
+  --color-blue-400: #53B1FD;
+  --color-blue-500: #2E90FA;
+  --color-blue-600: #1570EF;
+  --color-blue-700: #175CD3;
+  --color-blue-800: #1849A9;
+  --color-blue-900: #194185;
+  --color-blue-tint-5: --alpha(var(--color-blue-500) / 5%);
+  --color-blue-tint-10: --alpha(var(--color-blue-500) / 10%);
+
+  /* Indigo scale */
+  --color-indigo-25: #F5F8FF;
+  --color-indigo-50: #EFF4FF;
+  --color-indigo-100: #E0EAFF;
+  --color-indigo-200: #C7D7FE;
+  --color-indigo-300: #A4BCFD;
+  --color-indigo-400: #8098F9;
+  --color-indigo-500: #6172F3;
+  --color-indigo-600: #444CE7;
+  --color-indigo-700: #3538CD;
+  --color-indigo-800: #2D31A6;
+  --color-indigo-900: #2D3282;
+  --color-indigo-tint-5: --alpha(var(--color-indigo-500) / 5%);
+  --color-indigo-tint-10: --alpha(var(--color-indigo-500) / 10%);
+
+  /* Violet scale */
+  --color-violet-25: #FBFAFF;
+  --color-violet-50: #F5F3FF;
+  --color-violet-100: #ECE9FE;
+  --color-violet-200: #DDD6FE;
+  --color-violet-300: #C3B5FD;
+  --color-violet-400: #A48AFB;
+  --color-violet-500: #875BF7;
+  --color-violet-600: #7839EE;
+  --color-violet-700: #6927DA;
+  --color-violet-tint-5: --alpha(var(--color-violet-500) / 5%);
+  --color-violet-tint-10: --alpha(var(--color-violet-500) / 10%);
+
+  /* Fuchsia scale */
+  --color-fuchsia-25: #FEFAFF;
+  --color-fuchsia-50: #FDF4FF;
+  --color-fuchsia-100: #FBE8FF;
+  --color-fuchsia-200: #F6D0FE;
+  --color-fuchsia-300: #EEAAFD;
+  --color-fuchsia-400: #E478FA;
+  --color-fuchsia-500: #D444F1;
+  --color-fuchsia-600: #BA24D5;
+  --color-fuchsia-700: #9F1AB1;
+  --color-fuchsia-800: #821890;
+  --color-fuchsia-900: #6F1877;
+  --color-fuchsia-tint-5: --alpha(var(--color-fuchsia-500) / 5%);
+  --color-fuchsia-tint-10: --alpha(var(--color-fuchsia-500) / 10%);
+
+  /* Pink scale */
+  --color-pink-25: #FFFAFC;
+  --color-pink-50: #FEF0F7;
+  --color-pink-100: #FFD1E2;
+  --color-pink-200: #FFB1CE;
+  --color-pink-300: #FD8FBA;
+  --color-pink-400: #F86BA7;
+  --color-pink-500: #F23E94;
+  --color-pink-600: #D5327F;
+  --color-pink-700: #BA256B;
+  --color-pink-800: #9E1958;
+  --color-pink-900: #840B45;
+  --color-pink-tint-5: --alpha(var(--color-pink-500) / 5%);
+  --color-pink-tint-10: --alpha(var(--color-pink-500) / 10%);
+
+  /* Orange scale */
+  --color-orange-25: #FFF9F5;
+  --color-orange-50: #FFF4ED;
+  --color-orange-100: #FFE6D5;
+  --color-orange-200: #FFD6AE;
+  --color-orange-300: #FF9C66;
+  --color-orange-400: #FF692E;
+  --color-orange-500: #FF4405;
+  --color-orange-600: #E62E05;
+  --color-orange-700: #BC1B06;
+  --color-orange-800: #97180C;
+  --color-orange-900: #771A0D;
+  --color-orange-tint-5: --alpha(var(--color-orange-500) / 5%);
+  --color-orange-tint-10: --alpha(var(--color-orange-500) / 10%);
+
+  /* Border radius overrides */
+  --border-radius-md: 8px;
+  --border-radius-lg: 10px;
+
+  --shadow-xs: 0px 1px 2px 0px --alpha(var(--color-black) / 6%);
+  --shadow-sm: 0px 1px 6px 0px --alpha(var(--color-black) / 6%);
+  --shadow-md: 0px 4px 8px -2px --alpha(var(--color-black) / 6%);
+  --shadow-lg: 0px 12px 16px -4px --alpha(var(--color-black) / 6%);
+  --shadow-xl: 0px 20px 24px -4px --alpha(var(--color-black) / 6%);
+
+  --animate-stroke-fill: stroke-fill 3s 300ms forwards;
+
+  @keyframes stroke-fill {
+    0% {
+      stroke-dashoffset: 43.9822971503;
+    }
+
+    100% {
+      stroke-dashoffset: 0;
+    }
+  } 
+}
+
+/* Specific override for strong tags in prose under dark mode */
+.prose:where([data-theme=dark], [data-theme=dark] *) strong {
+  color: theme(colors.white) !important;
+}
+
+@layer base {
+  [data-theme="dark"] { 
+    --color-success: var(--color-green-500);
+    --color-warning: var(--color-yellow-400);
+    --color-destructive: var(--color-red-400);
+    --color-shadow: --alpha(var(--color-white) / 8%);
+
+    /* Dark mode overrides for colors used in Stimulus controllers with SVGs */
+    --budget-unused-fill: var(--color-gray-500);
+    --budget-unallocated-fill: var(--color-gray-700);
+
+    --shadow-xs: 0px 1px 2px 0px --alpha(var(--color-white) / 8%);
+    --shadow-sm: 0px 1px 6px 0px --alpha(var(--color-white) / 8%);
+    --shadow-md: 0px 4px 8px -2px --alpha(var(--color-white) / 8%);
+    --shadow-lg: 0px 12px 16px -4px --alpha(var(--color-white) / 8%);
+    --shadow-xl: 0px 20px 24px -4px --alpha(var(--color-white) / 8%);
+  }
+
+  html {
+    padding-top: env(safe-area-inset-top);
+    padding-bottom: env(safe-area-inset-bottom);
+  }
+
+  button {
+    @apply cursor-pointer focus-visible:outline-gray-900;
+  }
+
+  hr {
+    @apply text-gray-200;
+  }
+
+  /* We control the sizing through DialogComponent, so reset this value */
+  dialog:modal {
+    max-width: 100dvw;
+    max-height: 100dvh;
+  }
+
+  details>summary::-webkit-details-marker {
+    @apply hidden;
+  }
+
+  details>summary {
+    @apply list-none;
+  }
+
+  input[type='radio'] {
+    @apply border-gray-300 text-indigo-600 focus:ring-indigo-600;
+    /* Default light mode */
+
+    @variant theme-dark {
+      /* Dark mode radio button base and checked styles */
+      @apply border-gray-600 bg-gray-700 checked:bg-blue-500 focus:ring-blue-500 focus:ring-offset-gray-800;
+    }
+  }
+}
+
+@layer components {
+  /* Forms */
+  .form-field {
+    @apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-container border-secondary shadow-xs w-full;
+    @apply focus-within:border-secondary focus-within:shadow-none focus-within:ring-4 focus-within:ring-alpha-black-200;
+    @apply transition-all duration-300;
+
+    @variant theme-dark {
+      @apply focus-within:ring-alpha-white-300;
+    }
+
+    /* Add styles for multiple select within form fields */
+    select[multiple] {
+      @apply py-2 pr-2 space-y-0.5 overflow-y-auto;
+
+      option {
+        @apply py-2 rounded-md;
+      }
+
+      option:checked {
+        @apply after:content-['\2713'] bg-container-inset after:text-gray-500 after:ml-2;
+      }
+
+      option:active,
+      option:focus {
+        @apply bg-container-inset;
+      }
+    }
+  }
+
+  .form-field__label {
+    @apply block text-xs text-secondary peer-disabled:text-subdued;
+  }
+
+  .form-field__input {
+    @apply text-primary border-none bg-container text-sm opacity-100 w-full p-0;
+    @apply focus:opacity-100 focus:outline-hidden focus:ring-0;
+    @apply placeholder-shown:opacity-50;
+    @apply disabled:text-subdued;
+    @apply text-ellipsis overflow-hidden whitespace-nowrap;
+    @apply transition-opacity duration-300;
+    @apply placeholder:text-subdued;
+
+    &select {
+      @apply pr-8;
+    }
+
+    @variant theme-dark {
+      &::-webkit-calendar-picker-indicator {
+        filter: invert(1);
+        cursor: pointer;
+      }
+    }
+  }
+
+  .form-field__radio {
+    @apply text-primary;
+  }
+
+  .form-field__submit {
+    @apply cursor-pointer rounded-lg bg-surface p-3 text-center text-white hover:bg-surface-hover;
+  }
+
+  /* Checkboxes */
+  .checkbox {
+    &[type='checkbox'] {
+      @apply rounded-sm;
+      @apply transition-colors duration-300;
+    }
+  }
+
+  .checkbox--light {
+    &[type='checkbox'] {
+      @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']:disabled {
+      @apply cursor-not-allowed opacity-80 bg-gray-50 border-gray-200 checked:bg-gray-400 checked:ring-gray-400;
+    }
+
+    @variant theme-dark {
+      &[type='checkbox'] {
+        @apply ring-gray-900 checked:text-white;
+        background-color: var(--color-gray-600);
+      }
+  
+      &[type='checkbox']:disabled {
+        @apply cursor-not-allowed opacity-80 ring-gray-600;
+      }
+  
+      &[type='checkbox']:checked {
+        background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='white' 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");
+        background-color: var(--color-gray-600);
+      }
+    }
+  }
+
+  .checkbox--dark {
+    &[type='checkbox'] {
+      @apply ring-gray-900 checked:text-white;
+    }
+
+    &[type='checkbox']:disabled {
+      @apply cursor-not-allowed opacity-80 ring-gray-600;
+    }
+
+    &[type='checkbox']: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");
+    }
+  }
+
+  /* Tooltips */
+  .tooltip {
+    @apply hidden absolute;
+  }
+
+  .qrcode svg path {
+    fill: var(--color-black);
+    @variant theme-dark {
+      fill: var(--color-white);
+    }
+
+  }
+}
+

app/assets/tailwind/maybe-design-system/background-utils.css

@@ -0,0 +1,91 @@
+@utility bg-surface {
+  @apply bg-gray-50;
+
+  @variant theme-dark {
+    @apply bg-black;
+  }
+}
+
+@utility bg-surface-hover {
+  @apply bg-gray-100;
+
+  @variant theme-dark {
+    @apply bg-gray-900;
+  }
+}
+
+@utility bg-surface-inset {
+  @apply bg-gray-100;
+
+  @variant theme-dark {
+    @apply bg-gray-800;
+  }
+}
+
+@utility bg-surface-inset-hover {
+  @apply bg-gray-200;
+
+  @variant theme-dark {
+    @apply bg-gray-800;
+  }
+}
+
+@utility bg-container {
+  @apply bg-white;
+
+  @variant theme-dark {
+    @apply bg-gray-900;
+  }
+}
+
+@utility bg-container-hover {
+  @apply bg-gray-50;
+
+  @variant theme-dark {
+    @apply bg-gray-800;
+  }
+}
+
+@utility bg-container-inset {
+  @apply bg-gray-50;
+
+  @variant theme-dark {
+    @apply bg-gray-800;
+  }
+}
+
+@utility bg-container-inset-hover {
+  @apply bg-gray-100;
+
+  @variant theme-dark {
+    @apply bg-gray-700;
+  }
+}
+
+@utility bg-inverse {
+  @apply bg-gray-800;
+
+  @variant theme-dark {
+    @apply bg-white;
+  }
+}
+
+@utility bg-inverse-hover {
+  @apply bg-gray-700;
+
+  @variant theme-dark {
+    @apply bg-gray-100;
+  }
+}
+
+@utility bg-overlay {
+  background-color: --alpha(var(--color-gray-100) / 50%);
+
+  @variant theme-dark {
+    background-color: var(--color-alpha-black-900);
+  }
+}
+
+@utility bg-loader {
+  @apply bg-surface-inset animate-pulse;
+}

app/assets/tailwind/maybe-design-system/border-utils.css

@@ -0,0 +1,92 @@
+/* Custom shadow borders used for surfaces / containers  */
+@utility shadow-border-xs {
+  box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-sm {
+  box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-md {
+  box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-lg {
+  box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-xl {
+  box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility border-primary {
+  @apply border-alpha-black-300;
+
+  @variant theme-dark {
+    @apply border-alpha-white-400;
+  }
+}
+
+@utility border-secondary {
+  @apply border-alpha-black-200;
+
+  @variant theme-dark {
+    @apply border-alpha-white-300;
+  }
+}
+
+@utility border-tertiary {
+  @apply border-alpha-black-100;
+
+  @variant theme-dark {
+    @apply border-alpha-white-200;
+  }
+}
+
+@utility border-divider {
+  @apply border-tertiary;
+}
+
+@utility border-subdued {
+  @apply border-alpha-black-50;
+
+  @variant theme-dark {
+    @apply border-alpha-white-100;
+  }
+}
+
+@utility border-solid {
+  @apply border-black;
+
+  @variant theme-dark {
+    @apply border-white;
+  }
+}
+
+@utility border-destructive {
+  @apply border-red-500;
+
+  @variant theme-dark {
+    @apply border-red-400;
+  }
+}

app/assets/tailwind/maybe-design-system/component-utils.css

@@ -0,0 +1,109 @@
+/* Button Backgrounds */
+@utility button-bg-primary {
+  @apply bg-gray-900;
+  /* Maps to fg-primary light */
+
+  @variant theme-dark {
+    @apply bg-white;
+    /* Maps to fg-primary dark */
+  }
+}
+
+@utility button-bg-primary-hover {
+  @apply bg-gray-800;
+  /* Maps to fg-primary-variant light */
+
+  @variant theme-dark {
+    @apply bg-gray-50;
+    /* Maps to fg-primary-variant dark */
+  }
+}
+
+@utility button-bg-secondary {
+  @apply bg-gray-50; /* Maps to fg-secondary light */
+
+  @variant theme-dark {
+    @apply bg-gray-700; /* Maps to fg-secondary dark */
+  }
+}
+
+@utility button-bg-secondary-hover {
+  @apply bg-gray-100; /* Maps to fg-secondary-variant light */
+
+  @variant theme-dark {
+    @apply bg-gray-600; /* Maps to fg-secondary-variant dark */
+  }
+}
+
+@utility button-bg-disabled {
+  @apply bg-gray-50;
+
+  @variant theme-dark {
+    @apply bg-gray-700;
+  }
+}
+
+@utility button-bg-destructive {
+  @apply bg-red-500;
+
+  @variant theme-dark {
+    @apply bg-red-400;
+  }
+}
+
+@utility button-bg-destructive-hover {
+  @apply bg-red-600;
+
+  @variant theme-dark {
+    @apply bg-red-500;
+  }
+}
+
+@utility button-bg-ghost-hover {
+  @apply bg-gray-50;
+
+  @variant theme-dark {
+    @apply bg-gray-800 fg-inverse;
+  }
+}
+
+@utility button-bg-outline-hover {
+  @apply bg-gray-100;
+
+  @variant theme-dark {
+    @apply bg-gray-700;
+  }
+}
+
+/* Tab Styles */
+@utility tab-item-active {
+  @apply bg-white;
+
+  @variant theme-dark {
+    @apply bg-gray-700;
+  }
+}
+
+@utility tab-item-hover {
+  @apply bg-gray-200;
+
+  @variant theme-dark {
+    @apply bg-gray-800;
+  }
+}
+
+@utility tab-bg-group {
+  @apply bg-gray-50;
+
+  @variant theme-dark {
+    @apply bg-alpha-black-700;
+  }
+}
+
+@utility bg-nav-indicator {
+  @apply bg-black;
+
+  @variant theme-dark {
+    @apply bg-white;
+  }
+}

app/assets/tailwind/maybe-design-system/foreground-utils.css

@@ -0,0 +1,63 @@
+@utility fg-gray {
+  @apply text-gray-500;
+
+  @variant theme-dark {
+    @apply text-gray-400;
+  }
+}
+
+@utility fg-contrast {
+  @apply text-gray-400;
+
+  @variant theme-dark {
+    @apply text-gray-500;
+  }
+}
+
+@utility fg-inverse {
+  @apply text-white;
+
+  @variant theme-dark {
+    @apply text-gray-900;
+  }
+}
+
+@utility fg-primary {
+  @apply text-gray-900;
+
+  @variant theme-dark {
+    @apply text-white;
+  }
+}
+
+@utility fg-primary-variant {
+  @apply text-gray-800;
+
+  @variant theme-dark {
+    @apply text-gray-50;
+  }
+}
+
+@utility fg-secondary {
+  @apply text-gray-50;
+
+  @variant theme-dark {
+    @apply text-gray-700;
+  }
+}
+
+@utility fg-secondary-variant {
+  @apply text-gray-100;
+
+  @variant theme-dark {
+    @apply text-gray-600;
+  }
+}
+
+@utility fg-subdued {
+  @apply text-gray-400;
+
+  @variant theme-dark {
+    @apply text-gray-500;
+  }
+}

app/assets/tailwind/maybe-design-system/text-utils.css

@@ -0,0 +1,39 @@
+@utility text-primary {
+  @apply text-gray-900;
+
+  @variant theme-dark {
+   @apply text-white;
+  }
+}
+
+@utility text-inverse {
+  @apply text-white;
+
+  @variant theme-dark {
+    @apply text-gray-900;
+  }
+}
+
+@utility text-secondary {
+  @apply text-gray-500;
+
+  @variant theme-dark {
+    @apply text-gray-400;
+  }
+}
+
+@utility text-subdued {
+  @apply text-gray-400;
+
+  @variant theme-dark {
+    @apply text-gray-600;
+  }
+}
+
+@utility text-link {
+  @apply text-blue-600;
+
+  @variant theme-dark {
+    @apply text-blue-500;
+  }
+}

app/channels/application_cable/connection.rb

@@ -1,4 +1,10 @@
 module ApplicationCable
   class Connection < ActionCable::Connection::Base
+    rescue_from StandardError, with: :report_error
+
+    private
+      def report_error(e)
+        Sentry.capture_exception(e)
+      end
   end
 end

app/components/button_component.html.erb

@@ -0,0 +1,13 @@
+<%= container do %>
+  <% if icon && (icon_position != :right) %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+  <% end %>
+
+  <% unless icon_only? %>
+    <%= text %>
+  <% end %>
+
+  <% if icon && icon_position == :right %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+  <% end %>
+<% end %>

app/components/button_component.rb

@@ -0,0 +1,41 @@
+# frozen_string_literal: true
+
+# An extension to `button_to` helper.  All options are passed through to the `button_to` helper with some additional
+# options available.
+class ButtonComponent < ButtonishComponent
+  attr_reader :confirm
+
+  def initialize(confirm: nil, **opts)
+    super(**opts)
+    @confirm = confirm
+  end
+
+  def container(&block)
+    if href.present?
+      button_to(href, **merged_opts, &block)
+    else
+      content_tag(:button, **merged_opts, &block)
+    end
+  end
+
+  private
+    def merged_opts
+      merged_opts = opts.dup || {}
+      extra_classes = merged_opts.delete(:class)
+      href = merged_opts.delete(:href)
+      data = merged_opts.delete(:data) || {}
+
+      if confirm.present?
+        data = data.merge(turbo_confirm: confirm.to_data_attribute)
+      end
+
+      if frame.present?
+        data = data.merge(turbo_frame: frame)
+      end
+
+      merged_opts.merge(
+        class: class_names(container_classes, extra_classes),
+        data: data
+      )
+    end
+end

app/components/buttonish_component.rb

@@ -0,0 +1,156 @@
+class ButtonishComponent < ViewComponent::Base
+  VARIANTS = {
+    primary: {
+      container_classes: "text-inverse bg-inverse hover:bg-inverse-hover disabled:bg-gray-500 theme-dark:disabled:bg-gray-400",
+      icon_classes: "fg-inverse"
+    },
+    secondary: {
+      container_classes: "text-secondary bg-gray-50 theme-dark:bg-gray-700 hover:bg-gray-100 theme-dark:hover:bg-gray-600 disabled:bg-gray-200 theme-dark:disabled:bg-gray-600",
+      icon_classes: "fg-primary"
+    },
+    destructive: {
+      container_classes: "text-inverse bg-red-500 theme-dark:bg-red-400 hover:bg-red-600 theme-dark:hover:bg-red-500 disabled:bg-red-200 theme-dark:disabled:bg-red-600",
+      icon_classes: "fg-white"
+    },
+    outline: {
+      container_classes: "text-primary border border-secondary bg-transparent hover:bg-surface-hover",
+      icon_classes: "fg-gray"
+    },
+    outline_destructive: {
+      container_classes: "text-destructive border border-secondary bg-transparent hover:bg-gray-100 theme-dark:hover:bg-gray-700",
+      icon_classes: "fg-gray"
+    },
+    ghost: {
+      container_classes: "text-primary bg-transparent hover:bg-gray-100 theme-dark:hover:bg-gray-700",
+      icon_classes: "fg-gray"
+    },
+    icon: {
+      container_classes: "hover:bg-gray-100 theme-dark:hover:bg-gray-700",
+      icon_classes: "fg-gray"
+    },
+    icon_inverse: {
+      container_classes: "bg-inverse hover:bg-inverse-hover",
+      icon_classes: "fg-inverse"
+    }
+  }.freeze
+
+  SIZES = {
+    sm: {
+      container_classes: "px-2 py-1",
+      icon_container_classes: "inline-flex items-center justify-center w-8 h-8",
+      radius_classes: "rounded-md",
+      text_classes: "text-sm"
+    },
+    md: {
+      container_classes: "px-3 py-2",
+      icon_container_classes: "inline-flex items-center justify-center w-9 h-9",
+      radius_classes: "rounded-lg",
+      text_classes: "text-sm"
+    },
+    lg: {
+      container_classes: "px-4 py-3",
+      icon_container_classes: "inline-flex items-center justify-center w-10 h-10",
+      radius_classes: "rounded-xl",
+      text_classes: "text-base"
+    }
+  }.freeze
+
+  attr_reader :variant, :size, :href, :icon, :icon_position, :text, :full_width, :extra_classes, :frame, :opts
+
+  def initialize(variant: :primary, size: :md, href: nil, text: nil, icon: nil, icon_position: :left, full_width: false, frame: nil, **opts)
+    @variant = variant.to_s.underscore.to_sym
+    @size = size.to_sym
+    @href = href
+    @icon = icon
+    @icon_position = icon_position.to_sym
+    @text = text
+    @full_width = full_width
+    @extra_classes = opts.delete(:class)
+    @frame = frame
+    @opts = opts
+  end
+
+  def call
+    raise NotImplementedError, "ButtonishComponent is an abstract class and cannot be instantiated directly."
+  end
+
+  def container_classes(override_classes = nil)
+    class_names(
+      "font-medium whitespace-nowrap",
+      merged_base_classes,
+      full_width ? "w-full justify-center" : nil,
+      container_size_classes,
+      size_data.dig(:text_classes),
+      variant_data.dig(:container_classes)
+    )
+  end
+
+  def container_size_classes
+    icon_only? ? size_data.dig(:icon_container_classes) : size_data.dig(:container_classes)
+  end
+
+  def icon_color
+    # Map variant to icon color for the icon helper
+    case variant
+    when :primary, :icon_inverse
+      :white
+    when :destructive, :outline_destructive
+      :destructive
+    else
+      :default
+    end
+  end
+
+  def icon_classes
+    class_names(
+      variant_data.dig(:icon_classes)
+    )
+  end
+
+  def icon_only?
+    variant.in?([ :icon, :icon_inverse ])
+  end
+
+  private
+    def variant_data
+      self.class::VARIANTS.dig(variant)
+    end
+
+    def size_data
+      self.class::SIZES.dig(size)
+    end
+
+    # Make sure that user can override common classes like `hidden`
+    def merged_base_classes
+      base_display_classes = "inline-flex items-center gap-1"
+      base_radius_classes = size_data.dig(:radius_classes)
+
+      extra_classes_list = (extra_classes || "").split
+
+      has_display_override = extra_classes_list.any? { |c| permitted_display_override_classes.include?(c) }
+      has_radius_override = extra_classes_list.any? { |c| permitted_radius_override_classes.include?(c) }
+
+      base_classes = []
+
+      unless has_display_override
+        base_classes << base_display_classes
+      end
+
+      unless has_radius_override
+        base_classes << base_radius_classes
+      end
+
+      class_names(
+        base_classes,
+        extra_classes
+      )
+    end
+
+    def permitted_radius_override_classes
+      [ "rounded-full" ]
+    end
+
+    def permitted_display_override_classes
+      [ "hidden", "flex" ]
+    end
+end

app/components/dialog_component.html.erb

@@ -0,0 +1,38 @@
+<%= wrapper_element do %>
+  <%= tag.dialog class: "w-full h-full bg-transparent theme-dark:backdrop:bg-alpha-black-900 backdrop:bg-overlay #{drawer? ? "lg:p-3" : "lg:p-1"}", **merged_opts do %>
+    <%= tag.div class: dialog_outer_classes do %>
+      <%= tag.div class: dialog_inner_classes, data: { dialog_target: "content" } do %>
+        <div class="grow overflow-y-auto py-4 space-y-4 flex flex-col">
+          <% if header? %>
+            <%= header %>
+          <% end %>
+
+          <% if body? %>
+            <div class="px-4 grow">
+              <%= body %>
+
+              <% if sections.any? %>
+                <div class="space-y-4">
+                  <% sections.each do |section| %>
+                    <%= section %>
+                  <% end %>
+                </div>
+              <% end %>
+            </div>
+          <% end %>
+
+          <%# Optional, for customizing dialogs %>
+          <%= content %>
+        </div>
+
+        <% if actions? %>
+          <div class="flex items-center gap-2 justify-end p-4">
+            <% actions.each do |action| %>
+              <%= action %>
+            <% end %>
+          </div>
+        <% end %>
+      <% end %>
+    <% end %>
+  <% end %>
+<% end %>

app/components/dialog_component.rb

@@ -0,0 +1,115 @@
+class DialogComponent < ViewComponent::Base
+  renders_one :header, ->(title: nil, subtitle: nil, hide_close_icon: false, **opts, &block) do
+    content_tag(:header, class: "px-4 flex flex-col gap-2", **opts) do
+      title_div = content_tag(:div, class: "flex items-center justify-between gap-2") do
+        title = content_tag(:h2, title, class: class_names("font-medium text-primary", drawer? ? "text-lg" : "")) if title
+        close_icon = render ButtonComponent.new(variant: "icon", class: "ml-auto", icon: "x", tabindex: "-1", data: { action: "dialog#close" }) unless hide_close_icon
+        safe_join([ title, close_icon ].compact)
+      end
+
+      subtitle = content_tag(:p, subtitle, class: "text-sm text-secondary") if subtitle
+
+      block_content = capture(&block) if block
+
+      safe_join([ title_div, subtitle, block_content ].compact)
+    end
+  end
+
+  renders_one :body
+
+  renders_many :actions, ->(cancel_action: false, **button_opts) do
+    merged_opts = if cancel_action
+      button_opts.merge(type: "button", data: { action: "modal#close" })
+    else
+      button_opts
+    end
+
+    render ButtonComponent.new(**merged_opts)
+  end
+
+  renders_many :sections, ->(title:, **disclosure_opts, &block) do
+    render DisclosureComponent.new(title: title, align: :right, **disclosure_opts) do
+      block.call
+    end
+  end
+
+  attr_reader :variant, :auto_open, :reload_on_close, :width, :disable_frame, :opts
+
+  VARIANTS = %w[modal drawer].freeze
+  WIDTHS = {
+    sm: "lg:max-w-[300px]",
+    md: "lg:max-w-[550px]",
+    lg: "lg:max-w-[700px]",
+    full: "lg:max-w-full"
+  }.freeze
+
+  def initialize(variant: "modal", auto_open: true, reload_on_close: false, width: "md", frame: nil, disable_frame: false, **opts)
+    @variant = variant.to_sym
+    @auto_open = auto_open
+    @reload_on_close = reload_on_close
+    @width = width.to_sym
+    @frame = frame
+    @disable_frame = disable_frame
+    @opts = opts
+  end
+
+  def frame
+    @frame || variant
+  end
+
+  # Caller must "opt-out" of using the default turbo-frame based on the variant
+  def wrapper_element(&block)
+    if disable_frame
+      content_tag(:div, &block)
+    else
+      content_tag("turbo-frame", id: frame, &block)
+    end
+  end
+
+  def dialog_outer_classes
+    variant_classes = if drawer?
+      "items-end justify-end"
+    else
+      "items-center justify-center"
+    end
+
+    class_names(
+      "flex h-full w-full",
+      variant_classes
+    )
+  end
+
+  def dialog_inner_classes
+    variant_classes = if drawer?
+      "lg:w-[550px] h-full"
+    else
+      class_names(
+        "max-h-full",
+        WIDTHS[width]
+      )
+    end
+
+    class_names(
+      "flex flex-col bg-container rounded-xl shadow-border-xs mx-3 lg:mx-0 w-full overflow-hidden",
+      variant_classes
+    )
+  end
+
+  def merged_opts
+    merged_opts = opts.dup
+    data = merged_opts.delete(:data) || {}
+
+    data[:controller] = [ "dialog", "hotkey", data[:controller] ].compact.join(" ")
+    data[:dialog_auto_open_value] = auto_open
+    data[:dialog_reload_on_close_value] = reload_on_close
+    data[:action] = [ "mousedown->dialog#clickOutside", data[:action] ].compact.join(" ")
+    data[:hotkey] = "esc:dialog#close"
+    merged_opts[:data] = data
+
+    merged_opts
+  end
+
+  def drawer?
+    variant == :drawer
+  end
+end

app/components/dialog_controller.js

@@ -0,0 +1,33 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="dialog"
+export default class extends Controller {
+  static targets = ["content"]
+
+  static values = {
+    autoOpen: { type: Boolean, default: false },
+    reloadOnClose: { type: Boolean, default: false },
+  };
+
+  connect() {
+    if (this.element.open) return;
+    if (this.autoOpenValue) {
+      this.element.showModal();
+    }
+  }
+  
+  // If the user clicks anywhere outside of the visible content, close the dialog
+  clickOutside(e) {
+    if (!this.contentTarget.contains(e.target)) {
+      this.close();
+    }
+  }
+
+  close() {
+    this.element.close();
+
+    if (this.reloadOnCloseValue) {
+      Turbo.visit(window.location.href);
+    }
+  }
+}

app/components/disclosure_component.html.erb

@@ -0,0 +1,25 @@
+<details class="group" <%= "open" if open %>>
+  <%= tag.summary class: class_names(
+    "px-3 py-2 rounded-xl cursor-pointer flex items-center justify-between bg-surface"
+  ) do %>
+    <div class="flex items-center gap-3">
+      <% if align == :left %>
+        <%= helpers.icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
+      <% end %>
+
+      <%= tag.span class: class_names("font-medium", align == :left ? "text-sm text-primary" : "text-xs uppercase text-secondary") do %>
+        <%= title %>
+      <% end %>
+    </div>
+
+    <% if align == :right %>
+      <%= helpers.icon "chevron-down", class: "group-open:transform group-open:rotate-180" %>
+    <% elsif summary_content? %>
+      <%= summary_content %>
+    <% end %>
+  <% end %>
+
+  <div class="mt-2">
+    <%= content %>
+  </div>
+</details>

app/components/disclosure_component.rb

@@ -0,0 +1,12 @@
+class DisclosureComponent < ViewComponent::Base
+  renders_one :summary_content
+
+  attr_reader :title, :align, :open, :opts
+
+  def initialize(title:, align: "right", open: false, **opts)
+    @title = title
+    @align = align.to_sym
+    @open = open
+    @opts = opts
+  end
+end

app/components/filled_icon_component.html.erb

@@ -0,0 +1,8 @@
+<%= tag.div style: transparent? ? container_styles : nil,
+            class: container_classes do %>
+  <% if icon %>
+    <%= helpers.icon(icon, size: icon_size, color: "current") %>
+  <% elsif text %>
+    <%= tag.span text.first, class: text_classes %>
+  <% end %>
+<% end %>

app/components/filled_icon_component.rb

@@ -0,0 +1,99 @@
+class FilledIconComponent < ViewComponent::Base
+  attr_reader :icon, :text, :hex_color, :size, :rounded, :variant
+
+  VARIANTS = %i[default text surface container inverse].freeze
+
+  SIZES = {
+    sm: {
+      container_size: "w-6 h-6",
+      container_radius: "rounded-md",
+      icon_size: "sm",
+      text_size: "text-xs"
+    },
+    md: {
+      container_size: "w-8 h-8",
+      container_radius: "rounded-lg",
+      icon_size: "md",
+      text_size: "text-xs"
+    },
+    lg: {
+      container_size: "w-9 h-9",
+      container_radius: "rounded-xl",
+      icon_size: "lg",
+      text_size: "text-sm"
+    }
+  }.freeze
+
+  def initialize(variant: :default, icon: nil, text: nil, hex_color: nil, size: "md", rounded: false)
+    @variant = variant.to_sym
+    @icon = icon
+    @text = text
+    @hex_color = hex_color
+    @size = size.to_sym
+    @rounded = rounded
+  end
+
+  def container_classes
+    class_names(
+      "flex justify-center items-center shrink-0",
+      size_classes,
+      radius_classes,
+      transparent? ? "border" : solid_bg_class
+    )
+  end
+
+  def icon_size
+    SIZES[size][:icon_size]
+  end
+
+  def text_classes
+    class_names(
+      "text-center font-medium uppercase",
+      SIZES[size][:text_size]
+    )
+  end
+
+  def container_styles
+    <<~STYLE.strip
+      background-color: #{transparent_bg_color};
+      border-color: #{transparent_border_color};
+      color: #{custom_fg_color};
+    STYLE
+  end
+
+  def transparent?
+    variant.in?(%i[default text])
+  end
+
+  private
+    def solid_bg_class
+      case variant
+      when :surface
+        "bg-surface-inset"
+      when :container
+        "bg-container-inset"
+      when :inverse
+        "bg-container"
+      end
+    end
+
+    def size_classes
+      SIZES[size][:container_size]
+    end
+
+    def radius_classes
+      rounded ? "rounded-full" : SIZES[size][:container_radius]
+    end
+
+    def custom_fg_color
+      hex_color || "var(--color-gray-500)"
+    end
+
+    def transparent_bg_color
+      "color-mix(in oklab, #{custom_fg_color} 10%, transparent)"
+    end
+
+    def transparent_border_color
+      "color-mix(in oklab, #{custom_fg_color} 10%, transparent)"
+    end
+end

app/components/link_component.html.erb

@@ -0,0 +1,15 @@
+<%= link_to href, **merged_opts do %>
+  <% if icon && (icon_position != "right") %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+
+  <% end %>
+
+  <% unless icon_only? %>
+    <%= text %>
+  <% end %>
+
+  <% if icon && icon_position == "right" %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+
+  <% end %>
+<% end %>

app/components/link_component.rb

@@ -0,0 +1,31 @@
+# An extension to `link_to` helper.  All options are passed through to the `link_to` helper with some additional
+# options available.
+class LinkComponent < ButtonishComponent
+  attr_reader :frame
+
+  VARIANTS = VARIANTS.reverse_merge(
+    default: {
+      container_classes: "",
+      icon_classes: "fg-gray"
+    }
+  ).freeze
+
+  def merged_opts
+    merged_opts = opts.dup || {}
+    data = merged_opts.delete(:data) || {}
+
+    if frame
+      data = data.merge(turbo_frame: frame)
+    end
+
+    merged_opts.merge(
+      class: class_names(container_classes, extra_classes),
+      data: data
+    )
+  end
+
+  private
+    def container_size_classes
+      super unless variant == :default
+    end
+end

app/components/menu_component.html.erb

@@ -0,0 +1,27 @@
+<%= tag.div data: { controller: "menu", menu_placement_value: placement, menu_offset_value: offset, testid: testid } do %>
+  <% if variant == :icon %>
+    <%= render ButtonComponent.new(variant: "icon", icon: icon_vertical ? "more-vertical" : "more-horizontal", data: { menu_target: "button" }) %>
+  <% elsif variant == :button %>
+    <%= button %>
+  <% elsif variant == :avatar %>
+    <button data-menu-target="button">
+      <div class="w-9 h-9 cursor-pointer">
+        <%= render "settings/user_avatar", avatar_url: avatar_url, initials: initials %>
+      </div>
+    </button>
+  <% end %>
+
+  <div data-menu-target="content" class="px-2 lg:px-0 max-w-full hidden z-50">
+    <div class="mx-auto min-w-[200px] shadow-border-xs bg-container rounded-lg">
+      <%= header %>
+
+      <%= tag.div class: class_names("py-1" => !no_padding) do %>
+        <% items.each do |item| %>
+          <%= item %>
+        <% end %>
+
+        <%= custom_content %>
+      <% end %>
+    </div>
+  </div>
+<% end %>

app/components/menu_component.rb

@@ -0,0 +1,38 @@
+# frozen_string_literal: true
+
+class MenuComponent < ViewComponent::Base
+  attr_reader :variant, :avatar_url, :initials, :placement, :offset, :icon_vertical, :no_padding, :testid
+
+  renders_one :button, ->(**button_options, &block) do
+    options_with_target = button_options.merge(data: { menu_target: "button" })
+
+    if block
+      content_tag(:button, **options_with_target, &block)
+    else
+      ButtonComponent.new(**options_with_target)
+    end
+  end
+
+  renders_one :header, ->(&block) do
+    content_tag(:div, class: "border-b border-tertiary", &block)
+  end
+
+  renders_one :custom_content
+
+  renders_many :items, MenuItemComponent
+
+  VARIANTS = %i[icon button avatar].freeze
+
+  def initialize(variant: "icon", avatar_url: nil, initials: nil, placement: "bottom-end", offset: 12, icon_vertical: false, no_padding: false, testid: nil)
+    @variant = variant.to_sym
+    @avatar_url = avatar_url
+    @initials = initials
+    @placement = placement
+    @offset = offset
+    @icon_vertical = icon_vertical
+    @no_padding = no_padding
+    @testid = testid
+
+    raise ArgumentError, "Invalid variant: #{@variant}" unless VARIANTS.include?(@variant)
+  end
+end

app/components/menu_controller.js

@@ -1,61 +1,63 @@
+import {
+  autoUpdate,
+  computePosition,
+  flip,
+  offset,
+  shift,
+} from "@floating-ui/dom";
 import { Controller } from "@hotwired/stimulus";
 
 /**
  * A "menu" can contain arbitrary content including non-clickable items, links, buttons, and forms.
- *
- * - If you need a form-enabled "select" element, use the "listbox" controller instead.
  */
 export default class extends Controller {
-  static targets = [
-    "button",
-    "content",
-    "submenu",
-    "submenuButton",
-    "submenuContent",
-  ];
+  static targets = ["button", "content"];
 
   static values = {
-    show: { type: Boolean, default: false },
-    showSubmenu: { type: Boolean, default: false },
+    show: Boolean,
+    placement: { type: String, default: "bottom-end" },
+    offset: { type: Number, default: 6 },
   };
 
-  initialize() {
+  connect() {
     this.show = this.showValue;
-    this.showSubmenu = this.showSubmenuValue;
+    this.boundUpdate = this.update.bind(this);
+    this.addEventListeners();
+    this.startAutoUpdate();
   }
 
-  connect() {
+  disconnect() {
+    this.removeEventListeners();
+    this.stopAutoUpdate();
+    this.close();
+  }
+
+  addEventListeners() {
     this.buttonTarget.addEventListener("click", this.toggle);
     this.element.addEventListener("keydown", this.handleKeydown);
     document.addEventListener("click", this.handleOutsideClick);
     document.addEventListener("turbo:load", this.handleTurboLoad);
   }
 
-  disconnect() {
-    this.element.removeEventListener("keydown", this.handleKeydown);
+  removeEventListeners() {
     this.buttonTarget.removeEventListener("click", this.toggle);
+    this.element.removeEventListener("keydown", this.handleKeydown);
     document.removeEventListener("click", this.handleOutsideClick);
     document.removeEventListener("turbo:load", this.handleTurboLoad);
-    this.close();
   }
 
-  // If turbo reloads, we maintain the state of the menu
   handleTurboLoad = () => {
     if (!this.show) this.close();
   };
 
   handleOutsideClick = (event) => {
-    if (this.show && !this.element.contains(event.target)) {
-      this.close();
-    }
+    if (this.show && !this.element.contains(event.target)) this.close();
   };
 
   handleKeydown = (event) => {
-    switch (event.key) {
-      case "Escape":
-        this.close();
-        this.buttonTarget.focus(); // Bring focus back to the button
-        break;
+    if (event.key === "Escape") {
+      this.close();
+      this.buttonTarget.focus();
     }
   };
 
@@ -63,6 +65,7 @@ export default class extends Controller {
     this.show = !this.show;
     this.contentTarget.classList.toggle("hidden", !this.show);
     if (this.show) {
+      this.update();
       this.focusFirstElement();
     }
   };
@@ -81,4 +84,34 @@ export default class extends Controller {
       firstFocusableElement.focus();
     }
   }
+
+  startAutoUpdate() {
+    if (!this._cleanup) {
+      this._cleanup = autoUpdate(
+        this.buttonTarget,
+        this.contentTarget,
+        this.boundUpdate,
+      );
+    }
+  }
+
+  stopAutoUpdate() {
+    if (this._cleanup) {
+      this._cleanup();
+      this._cleanup = null;
+    }
+  }
+
+  update() {
+    computePosition(this.buttonTarget, this.contentTarget, {
+      placement: this.placementValue,
+      middleware: [offset(this.offsetValue), flip(), shift({ padding: 5 })],
+    }).then(({ x, y }) => {
+      Object.assign(this.contentTarget.style, {
+        position: "fixed",
+        left: `${x}px`,
+        top: `${y}px`,
+      });
+    });
+  }
 }

app/components/menu_item_component.html.erb

@@ -0,0 +1,12 @@
+<% if variant == :divider %>
+  <%= render "shared/ruler", classes: "my-1" %>
+<% else %>
+  <div class="px-1">
+    <%= wrapper do %>
+      <% if icon %>
+        <%= helpers.icon(icon, color: destructive? ? :destructive : :default) %>
+      <% end %>
+      <%= tag.span(text, class: text_classes) %>
+    <% end %>
+  </div>
+<% end %>

app/components/menu_item_component.rb

@@ -0,0 +1,62 @@
+class MenuItemComponent < ViewComponent::Base
+  VARIANTS = %i[link button divider].freeze
+
+  attr_reader :variant, :text, :icon, :href, :method, :destructive, :confirm, :frame, :opts
+
+  def initialize(variant:, text: nil, icon: nil, href: nil, method: :post, destructive: false, confirm: nil, frame: nil, **opts)
+    @variant = variant.to_sym
+    @text = text
+    @icon = icon
+    @href = href
+    @method = method.to_sym
+    @destructive = destructive
+    @confirm = confirm
+    @frame = frame
+    @opts = opts
+    raise ArgumentError, "Invalid variant: #{@variant}" unless VARIANTS.include?(@variant)
+  end
+
+  def wrapper(&block)
+    if variant == :button
+      button_to href, method: method, class: container_classes, **merged_opts, &block
+    elsif variant == :link
+      link_to href, class: container_classes, **merged_opts, &block
+    else
+      nil
+    end
+  end
+
+  def text_classes
+    [
+      "text-sm",
+      destructive? ? "text-destructive" : "text-primary"
+    ].join(" ")
+  end
+
+  def destructive?
+    method == :delete || destructive
+  end
+
+  private
+    def container_classes
+      [
+        "flex items-center gap-2 p-2 rounded-md w-full",
+        destructive? ? "hover:bg-red-tint-5 theme-dark:hover:bg-red-tint-10" : "hover:bg-container-hover"
+      ].join(" ")
+    end
+
+    def merged_opts
+      merged_opts = opts.dup || {}
+      data = merged_opts.delete(:data) || {}
+
+      if confirm.present?
+        data = data.merge(turbo_confirm: confirm.to_data_attribute)
+      end
+
+      if frame.present?
+        data = data.merge(turbo_frame: frame)
+      end
+
+      merged_opts.merge(data: data)
+    end
+end

app/components/tab_component.rb

@@ -0,0 +1,12 @@
+class TabComponent < ViewComponent::Base
+  attr_reader :id, :label
+
+  def initialize(id:, label:)
+    @id = id
+    @label = label
+  end
+
+  def call
+    content
+  end
+end

app/components/tabs/nav_component.rb

@@ -0,0 +1,29 @@
+class Tabs::NavComponent < ViewComponent::Base
+  erb_template <<~ERB
+    <%= tag.nav class: classes do %>
+      <% btns.each do |btn| %>
+        <%= btn %>
+      <% end %>
+    <% end  %>
+  ERB
+
+  renders_many :btns, ->(id:, label:, classes: nil, &block) do
+    content_tag(
+      :button, label, id: id,
+      type: "button",
+      class: class_names(btn_classes, id == active_tab ? active_btn_classes : inactive_btn_classes, classes),
+      data: { id: id, action: "tabs#show", tabs_target: "navBtn" },
+      &block
+    )
+  end
+
+  attr_reader :active_tab, :classes, :active_btn_classes, :inactive_btn_classes, :btn_classes
+
+  def initialize(active_tab:, classes: nil, active_btn_classes: nil, inactive_btn_classes: nil, btn_classes: nil)
+    @active_tab = active_tab
+    @classes = classes
+    @active_btn_classes = active_btn_classes
+    @inactive_btn_classes = inactive_btn_classes
+    @btn_classes = btn_classes
+  end
+end