Update version.rb

Bump to v0.1.0-alpha.14 Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Temp fix for missing accountables on self hosted instances (#1071 )
2024-08-09 17:42:48 -04:00 · 2024-08-09 13:31:32 -04:00 · 2024-08-09 11:22:57 -04:00 · 2024-08-09 10:58:01 -04:00 · 2024-08-09 10:57:33 -04:00 · 2024-08-08 06:53:27 -04:00
172 changed files with 2746 additions and 897 deletions
--- a/.env.test.example
+++ b/.env.test.example
@@ -0,0 +1,17 @@
+# ================
+# Data Providers
+# ---------------------------------------------------------------------------------
+# Uncomment and fill in live keys when you need to generate a VCR cassette fixture
+# ================
+
+# SYNTH_API_KEY=<add live key here>
+
+# ================
+# Miscellaneous
+# ================
+
+# Set to true if you want SimpleCov reports generated
+COVERAGE=false
+
+# Set to true to run test suite serially
+DISABLE_PARALLELIZATION=false
--- a/.gitignore
+++ b/.gitignore
@@ -11,6 +11,7 @@
 /.env*
 !/.env*.erb
 !.env.example
+!.env.test.example

 # Ignore all logfiles and tempfiles.
 /log/*
--- a/.rubocop.yml
+++ b/.rubocop.yml
@@ -6,3 +6,7 @@ inherit_gem: { rubocop-rails-omakase: rubocop.yml }
 # # Use `[a, [b, c]]` not `[ a, [ b, c ] ]`
 # Layout/SpaceInsideArrayLiteralBrackets:
 #   Enabled: false
+Layout/ElseAlignment:
+  Enabled: false
+Layout/EndAlignment:
+  Enabled: false
--- a/2
+++ b/2
@@ -52,10 +52,10 @@ group :development, :test do
  gem "rubocop-rails-omakase", require: false
  gem "i18n-tasks"
  gem "erb_lint"
+  gem "dotenv-rails"
 end

 group :development do
-  gem "dotenv-rails"
  gem "hotwire-livereload"
  gem "letter_opener"
  gem "ruby-lsp-rails"
--- a/Gemfile.lock
+++ b/Gemfile.lock
@@ -7,7 +7,7 @@ GIT

 GIT
  remote: https://github.com/rails/rails.git
-  revision: 8035bece705f60e6bddca70ee7d88e935a242bf8
+  revision: 43530b4ac911b8722b8a7ac8025eb9298e1292b4
  branch: 7-2-stable
  specs:
    actioncable (7.2.0.beta3)
@@ -35,7 +35,7 @@ GIT
      activesupport (= 7.2.0.beta3)
      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)
@@ -78,6 +78,7 @@ GIT
      i18n (>= 1.6, < 2)
      logger (>= 1.4.2)
      minitest (>= 5.1)
+      securerandom (>= 0.3)
      tzinfo (~> 2.0, >= 2.0.5)
    rails (7.2.0.beta3)
      actioncable (= 7.2.0.beta3)
@@ -109,8 +110,8 @@ GEM
      public_suffix (>= 2.0.2, < 6.0)
    ast (2.4.2)
    aws-eventstream (1.3.0)
-    aws-partitions (1.952.0)
-    aws-sdk-core (3.201.1)
+    aws-partitions (1.961.0)
+    aws-sdk-core (3.201.3)
      aws-eventstream (~> 1, >= 1.3.0)
      aws-partitions (~> 1, >= 1.651.0)
      aws-sigv4 (~> 1.8)
@@ -118,11 +119,11 @@ GEM
    aws-sdk-kms (1.88.0)
      aws-sdk-core (~> 3, >= 3.201.0)
      aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.156.0)
+    aws-sdk-s3 (1.157.0)
      aws-sdk-core (~> 3, >= 3.201.0)
      aws-sdk-kms (~> 1)
      aws-sigv4 (~> 1.5)
-    aws-sigv4 (1.8.0)
+    aws-sigv4 (1.9.1)
      aws-eventstream (~> 1, >= 1.0.2)
    base64 (0.2.0)
    bcrypt (3.1.20)
@@ -168,32 +169,37 @@ GEM
      dotenv (= 3.1.2)
      railties (>= 6.1)
    drb (2.2.1)
-    erb_lint (0.5.0)
+    erb_lint (0.6.0)
      activesupport
      better_html (>= 2.0.1)
      parser (>= 2.7.1.4)
      rainbow
-      rubocop
+      rubocop (>= 1)
      smart_properties
    erubi (1.13.0)
    et-orbi (1.2.11)
      tzinfo
-    faker (3.4.1)
+    faker (3.4.2)
      i18n (>= 1.8.11, < 2)
-    faraday (2.10.0)
+    faraday (2.10.1)
      faraday-net_http (>= 2.0, < 3.2)
      logger
-    faraday-net_http (3.1.0)
+    faraday-net_http (3.1.1)
      net-http
    faraday-retry (2.2.1)
      faraday (~> 2.0)
-    ffi (1.16.3)
+    ffi (1.17.0-aarch64-linux-gnu)
+    ffi (1.17.0-arm-linux-gnu)
+    ffi (1.17.0-arm64-darwin)
+    ffi (1.17.0-x86-linux-gnu)
+    ffi (1.17.0-x86_64-darwin)
+    ffi (1.17.0-x86_64-linux-gnu)
    fugit (1.11.0)
      et-orbi (~> 1, >= 1.2.11)
      raabro (~> 1.4)
    globalid (1.2.1)
      activesupport (>= 6.1)
-    good_job (4.0.3)
+    good_job (4.1.1)
      activejob (>= 6.1.0)
      activerecord (>= 6.1.0)
      concurrent-ruby (>= 1.3.1)
@@ -218,7 +224,7 @@ GEM
      rails-i18n
      rainbow (>= 2.2.2, < 4.0)
      terminal-table (>= 1.5.1)
-    image_processing (1.12.2)
+    image_processing (1.13.0)
      mini_magick (>= 4.9.5, < 5)
      ruby-vips (>= 2.0.17, < 3)
    importmap-rails (2.0.1)
@@ -254,10 +260,10 @@ GEM
      net-smtp
    marcel (1.0.4)
    matrix (0.4.2)
-    mini_magick (4.12.0)
+    mini_magick (4.13.2)
    mini_mime (1.1.5)
    minitest (5.24.1)
-    mocha (2.4.0)
+    mocha (2.4.5)
      ruby2_keywords (>= 0.0.5)
    msgpack (1.7.2)
    net-http (0.4.1)
@@ -272,27 +278,27 @@ GEM
    net-smtp (0.5.0)
      net-protocol
    nio4r (2.7.3)
-    nokogiri (1.16.6-aarch64-linux)
+    nokogiri (1.16.7-aarch64-linux)
      racc (~> 1.4)
-    nokogiri (1.16.6-arm-linux)
+    nokogiri (1.16.7-arm-linux)
      racc (~> 1.4)
-    nokogiri (1.16.6-arm64-darwin)
+    nokogiri (1.16.7-arm64-darwin)
      racc (~> 1.4)
-    nokogiri (1.16.6-x86-linux)
+    nokogiri (1.16.7-x86-linux)
      racc (~> 1.4)
-    nokogiri (1.16.6-x86_64-darwin)
+    nokogiri (1.16.7-x86_64-darwin)
      racc (~> 1.4)
-    nokogiri (1.16.6-x86_64-linux)
+    nokogiri (1.16.7-x86_64-linux)
      racc (~> 1.4)
    octokit (9.1.0)
      faraday (>= 1, < 3)
      sawyer (~> 0.9)
-    pagy (8.6.3)
-    parallel (1.24.0)
-    parser (3.3.1.0)
+    pagy (9.0.5)
+    parallel (1.25.1)
+    parser (3.3.4.0)
      ast (~> 2.4.1)
      racc
-    pg (1.5.6)
+    pg (1.5.7)
    prism (0.30.0)
    propshaft (0.9.0)
      actionpack (>= 7.0.0)
@@ -305,7 +311,7 @@ GEM
    puma (6.4.2)
      nio4r (~> 2.0)
    raabro (1.4.0)
-    racc (1.8.0)
+    racc (1.8.1)
    rack (3.1.7)
    rack-session (2.0.0)
      rack (>= 3.0.0)
@@ -340,15 +346,15 @@ GEM
    regexp_parser (2.9.2)
    reline (0.5.9)
      io-console (~> 0.5)
-    rexml (3.3.0)
+    rexml (3.3.4)
      strscan
-    rubocop (1.63.5)
+    rubocop (1.65.1)
      json (~> 2.3)
      language_server-protocol (>= 3.17.0)
      parallel (~> 1.10)
      parser (>= 3.3.0.2)
      rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 1.8, < 3.0)
+      regexp_parser (>= 2.4, < 3.0)
      rexml (>= 3.2.5, < 4.0)
      rubocop-ast (>= 1.31.1, < 2.0)
      ruby-progressbar (~> 1.7)
@@ -371,31 +377,33 @@ GEM
      rubocop-minitest
      rubocop-performance
      rubocop-rails
-    ruby-lsp (0.17.7)
+    ruby-lsp (0.17.8)
      language_server-protocol (~> 3.17.0)
      prism (>= 0.29.0, < 0.31)
      rbs (>= 3, < 4)
      sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.10)
+    ruby-lsp-rails (0.3.11)
      ruby-lsp (>= 0.17.2, < 0.18.0)
    ruby-progressbar (1.13.0)
-    ruby-vips (2.2.1)
+    ruby-vips (2.2.2)
      ffi (~> 1.12)
+      logger
    ruby2_keywords (0.0.5)
    rubyzip (2.3.2)
    sawyer (0.9.2)
      addressable (>= 2.3.5)
      faraday (>= 0.17.3, < 3)
-    selenium-webdriver (4.22.0)
+    securerandom (0.3.1)
+    selenium-webdriver (4.23.0)
      base64 (~> 0.2)
      logger (~> 1.4)
      rexml (~> 3.2, >= 3.2.5)
      rubyzip (>= 1.2.2, < 3.0)
      websocket (~> 1.0)
-    sentry-rails (5.18.1)
+    sentry-rails (5.18.2)
      railties (>= 5.0)
-      sentry-ruby (~> 5.18.1)
-    sentry-ruby (5.18.1)
+      sentry-ruby (~> 5.18.2)
+    sentry-ruby (5.18.2)
      bigdecimal
      concurrent-ruby (~> 1.0, >= 1.0.2)
    simplecov (0.22.0)
@@ -405,29 +413,29 @@ GEM
    simplecov-html (0.12.3)
    simplecov_json_formatter (0.1.4)
    smart_properties (1.17.0)
-    sorbet-runtime (0.5.11481)
+    sorbet-runtime (0.5.11491)
    stackprof (0.2.26)
    stimulus-rails (1.3.3)
      railties (>= 6.0.0)
    stringio (3.1.1)
    strscan (3.1.0)
-    tailwindcss-rails (2.6.1)
+    tailwindcss-rails (2.6.5)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.1-aarch64-linux)
+    tailwindcss-rails (2.6.5-aarch64-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.1-arm-linux)
+    tailwindcss-rails (2.6.5-arm-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.1-arm64-darwin)
+    tailwindcss-rails (2.6.5-arm64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.1-x86_64-darwin)
+    tailwindcss-rails (2.6.5-x86_64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.1-x86_64-linux)
+    tailwindcss-rails (2.6.5-x86_64-linux)
      railties (>= 7.0.0)
    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)
+    turbo-rails (2.0.6)
      actionpack (>= 6.0.0)
      activejob (>= 6.0.0)
      railties (>= 6.0.0)
@@ -447,13 +455,13 @@ GEM
      crack (>= 0.3.2)
      hashdiff (>= 0.4.0, < 2.0.0)
    webrick (1.8.1)
-    websocket (1.2.10)
+    websocket (1.2.11)
    websocket-driver (0.7.6)
      websocket-extensions (>= 0.1.0)
    websocket-extensions (0.1.5)
    xpath (3.2.0)
      nokogiri (~> 1.8)
-    zeitwerk (2.6.16)
+    zeitwerk (2.6.17)

 PLATFORMS
  aarch64-linux
--- a/app/assets/stylesheets/application.tailwind.css
+++ b/app/assets/stylesheets/application.tailwind.css
@@ -4,11 +4,11 @@

 /* Reset rules, default styles applied to plain HTML */
@layer base {
-  details > summary::-webkit-details-marker {
+  details>summary::-webkit-details-marker {
    @apply hidden;
  }

-  details > summary {
+  details>summary {
    @apply list-none;
  }
 }
@@ -38,7 +38,7 @@
    @apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
  }

-  input:checked + label + .toggle-switch-dot {
+  input:checked+label+.toggle-switch-dot {
    transform: translateX(100%);
  }

@@ -90,6 +90,10 @@
      @apply font-bold;
    }
  }
+
+  .tooltip {
+    @apply hidden absolute;
+  }
 }

 /* Small, single purpose classes that should take precedence over other styles */
--- a/app/controllers/account/cashes_controller.rb
+++ b/app/controllers/account/cashes_controller.rb
@@ -0,0 +1,14 @@
+class Account::CashesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def index
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+end
--- a/app/controllers/account/entries_controller.rb
+++ b/app/controllers/account/entries_controller.rb
@@ -1,48 +1,15 @@
 class Account::EntriesController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_account
  before_action :set_entry, only: %i[ edit update show destroy ]

-  def transactions
-    @transaction_entries = @account.entries.account_transactions.reverse_chronological
-  end
-
-  def valuations
-    @valuation_entries = @account.entries.account_valuations.reverse_chronological
-  end
-
-  def new
-    @entry = @account.entries.build.tap do |entry|
-      if params[:entryable_type]
-        entry.entryable = Account::Entryable.from_type(params[:entryable_type]).new
-      else
-        entry.entryable = Account::Valuation.new
-      end
-    end
-  end
-
-  def create
-    @entry = @account.entries.build(entry_params_with_defaults(entry_params))
-
-    if @entry.save
-      @entry.sync_account_later
-      redirect_to account_path(@account), notice: t(".success", name: @entry.entryable_name_short.upcase_first)
-    else
-      # TODO: this is not an ideal way to handle errors and should eventually be improved.
-      # See: https://github.com/hotwired/turbo-rails/pull/367
-      flash[:alert] = @entry.errors.full_messages.to_sentence
-      redirect_to account_path(@account)
-    end
-  end
-
  def edit
+    render entryable_view_path(:edit)
  end

  def update
-    @entry.assign_attributes entry_params
-    @entry.amount = amount if nature.present?
-    @entry.save!
+    @entry.update!(entry_params)
    @entry.sync_account_later

    respond_to do |format|
@@ -52,6 +19,7 @@ class Account::EntriesController < ApplicationController
  end

  def show
+    render entryable_view_path(:show)
  end

  def destroy
@@ -62,6 +30,10 @@ class Account::EntriesController < ApplicationController

  private

+    def entryable_view_path(action)
+      @entry.entryable_type.underscore.pluralize + "/" + action.to_s
+    end
+
    def set_account
      @account = Current.family.accounts.find(params[:account_id])
    end
@@ -70,36 +42,7 @@ class Account::EntriesController < ApplicationController
      @entry = @account.entries.find(params[:id])
    end

-    def permitted_entryable_attributes
-      entryable_type = @entry ? @entry.entryable_class.to_s : params[:account_entry][:entryable_type]
-
-      case entryable_type
-      when "Account::Transaction"
-        [ :id, :notes, :excluded, :category_id, :merchant_id, tag_ids: [] ]
-      else
-        [ :id ]
-      end
-    end
-
    def entry_params
-      params.require(:account_entry)
-            .permit(:name, :date, :amount, :currency, :entryable_type, entryable_attributes: permitted_entryable_attributes)
-    end
-
-    def amount
-      if nature.income?
-        entry_params[:amount].to_d.abs * -1
-      else
-        entry_params[:amount].to_d.abs
-      end
-    end
-
-    def nature
-      params[:account_entry][:nature].to_s.inquiry
-    end
-
-    # entryable_type is required here because Rails expects both of these params in this exact order (potential upstream bug)
-    def entry_params_with_defaults(params)
-      params.with_defaults(entryable_type: params[:entryable_type], entryable_attributes: {})
+      params.require(:account_entry).permit(:name, :date, :amount, :currency)
    end
 end
--- a/app/controllers/account/holdings_controller.rb
+++ b/app/controllers/account/holdings_controller.rb
@@ -0,0 +1,23 @@
+class Account::HoldingsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_holding, only: :show
+
+  def index
+    @holdings = @account.holdings.current
+  end
+
+  def show
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_holding
+      @holding = @account.holdings.current.find(params[:id])
+    end
+end
--- a/app/controllers/account/trades_controller.rb
+++ b/app/controllers/account/trades_controller.rb
@@ -0,0 +1,34 @@
+class Account::TradesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def new
+    @entry = @account.entries.account_trades.new(entryable_attributes: {})
+  end
+
+  def index
+    @entries = @account.entries.reverse_chronological.where(entryable_type: %w[ Account::Trade Account::Transaction ])
+  end
+
+  def create
+    @builder = Account::TradeBuilder.new(entry_params)
+
+    if entry = @builder.save
+      entry.sync_account_later
+      redirect_to account_path(@account), notice: t(".success")
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def entry_params
+      params.require(:account_entry).permit(:type, :date, :qty, :ticker, :price).merge(account: @account)
+    end
+end
--- a/app/controllers/account/transactions_controller.rb
+++ b/app/controllers/account/transactions_controller.rb
@@ -0,0 +1,53 @@
+class Account::TransactionsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: :update
+
+  def index
+    @entries = @account.entries.account_transactions.reverse_chronological
+  end
+
+  def update
+    @entry.update!(entry_params.merge(amount: amount))
+    @entry.sync_account_later
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry)
+            .permit(
+              :name, :date, :amount, :currency, :entryable_type,
+              entryable_attributes: [
+                :id,
+                :notes,
+                :excluded,
+                :category_id,
+                :merchant_id,
+                { tag_ids: [] }
+              ]
+            )
+    end
+
+    def amount
+      if params[:account_entry][:nature] == "income"
+        entry_params[:amount].to_d * -1
+      else
+        entry_params[:amount].to_d
+      end
+    end
+end
--- a/app/controllers/account/transfers_controller.rb
+++ b/app/controllers/account/transfers_controller.rb
@@ -1,5 +1,5 @@
 class Account::TransfersController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_transfer, only: :destroy

--- a/app/controllers/account/valuations_controller.rb
+++ b/app/controllers/account/valuations_controller.rb
@@ -0,0 +1,35 @@
+class Account::ValuationsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def new
+    @entry = @account.entries.account_valuations.new(entryable_attributes: {})
+  end
+
+  def create
+    @entry = @account.entries.account_valuations.new(entry_params.merge(entryable_attributes: {}))
+
+    if @entry.save
+      @entry.sync_account_later
+      redirect_to account_valuations_path(@account), notice: t(".success")
+    else
+      flash[:alert] = @entry.errors.full_messages.to_sentence
+      redirect_to account_path(@account)
+    end
+  end
+
+  def index
+    @entries = @account.entries.account_valuations.reverse_chronological
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def entry_params
+      params.require(:account_entry).permit(:name, :date, :amount, :currency)
+    end
+end
--- a/app/controllers/accounts_controller.rb
+++ b/app/controllers/accounts_controller.rb
@@ -1,5 +1,5 @@
 class AccountsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  include Filterable
  before_action :set_account, only: %i[ edit show destroy sync update ]
@@ -31,7 +31,8 @@ class AccountsController < ApplicationController
  end

  def show
-    @balance_series = @account.series(period: @period)
+    @series = @account.series(period: @period)
+    @trend = @series.trend
  end

  def edit
--- a/app/controllers/application_controller.rb
+++ b/app/controllers/application_controller.rb
@@ -1,7 +1,15 @@
 class ApplicationController < ActionController::Base
-  include Authentication, Invitable, SelfHostable
+  include AutoSync, Authentication, Invitable, SelfHostable
  include Pagy::Backend

  # Only allow modern browsers supporting webp images, web push, badges, import maps, CSS nesting, and CSS :has.
  allow_browser versions: :modern
+
+  private
+
+    def with_sidebar
+      return "turbo_rails/frame" if turbo_frame_request?
+
+      "with_sidebar"
+    end
 end
--- a/app/controllers/categories_controller.rb
+++ b/app/controllers/categories_controller.rb
@@ -1,5 +1,5 @@
 class CategoriesController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_category, only: %i[ edit update ]
  before_action :set_transaction, only: :create
--- a/app/controllers/category/deletions_controller.rb
+++ b/app/controllers/category/deletions_controller.rb
@@ -1,5 +1,5 @@
 class Category::DeletionsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_category
  before_action :set_replacement_category, only: :create
--- a/app/controllers/concerns/authentication.rb
+++ b/app/controllers/concerns/authentication.rb
@@ -3,13 +3,11 @@ module Authentication

  included do
    before_action :authenticate_user!
-    after_action :set_last_login_at, if: -> { Current.user }
  end

  class_methods do
    def skip_authentication(**options)
      skip_before_action :authenticate_user!, **options
-      skip_after_action :set_last_login_at, **options
    end
  end

@@ -27,6 +25,7 @@ module Authentication
    Current.user = user
    reset_session
    session[:user_id] = user.id
+    set_last_login_at
  end

  def logout
--- a/app/controllers/concerns/auto_sync.rb
+++ b/app/controllers/concerns/auto_sync.rb
@@ -0,0 +1,13 @@
+module AutoSync
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :sync_family, if: -> { Current.family.present? && Current.family.needs_sync? }
+  end
+
+  private
+
+    def sync_family
+      Current.family.sync
+    end
+end
--- a/app/controllers/help/articles_controller.rb
+++ b/app/controllers/help/articles_controller.rb
@@ -1,5 +1,5 @@
 class Help::ArticlesController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  def show
    @article = Help::Article.find(params[:id])
--- a/app/controllers/merchants_controller.rb
+++ b/app/controllers/merchants_controller.rb
@@ -1,5 +1,5 @@
 class MerchantsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_merchant, only: %i[ edit update destroy ]

--- a/app/controllers/pages_controller.rb
+++ b/app/controllers/pages_controller.rb
@@ -1,5 +1,5 @@
 class PagesController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  include Filterable

--- a/app/controllers/settings_controller.rb
+++ b/app/controllers/settings_controller.rb
@@ -1,3 +1,3 @@
 class SettingsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 end
--- a/app/controllers/tag/deletions_controller.rb
+++ b/app/controllers/tag/deletions_controller.rb
@@ -1,5 +1,5 @@
 class Tag::DeletionsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_tag
  before_action :set_replacement_tag, only: :create
--- a/app/controllers/tags_controller.rb
+++ b/app/controllers/tags_controller.rb
@@ -1,5 +1,5 @@
 class TagsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  before_action :set_tag, only: %i[ edit update ]

--- a/app/controllers/transactions_controller.rb
+++ b/app/controllers/transactions_controller.rb
@@ -1,10 +1,10 @@
 class TransactionsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar

  def index
    @q = search_params
    result = Current.family.entries.account_transactions.search(@q).reverse_chronological
-    @pagy, @transaction_entries = pagy(result, items: params[:per_page] || "50")
+    @pagy, @transaction_entries = pagy(result, limit: params[:per_page] || "50")

    @totals = {
      count: result.select { |t| t.currency == Current.family.currency }.count,
--- a/app/helpers/account/cashes_helper.rb
+++ b/app/helpers/account/cashes_helper.rb
@@ -0,0 +1,13 @@
+module Account::CashesHelper
+  def brokerage_cash(account)
+    currency = Money::Currency.new(account.currency)
+
+    account.holdings.build \
+      date: Date.current,
+      qty: account.balance,
+      price: 1,
+      amount: account.balance,
+      currency: account.currency,
+      security: Security.new(ticker: currency.iso_code, name: currency.name)
+  end
+end
--- a/app/helpers/account/entries_helper.rb
+++ b/app/helpers/account/entries_helper.rb
@@ -30,10 +30,32 @@ module Account::EntriesHelper
    mixed_hex_styles(color)
  end

+  def entry_name(entry)
+    if entry.account_trade?
+      trade     = entry.account_trade
+      prefix    = trade.sell? ? "Sell " : "Buy "
+      generated = prefix + "#{trade.qty.abs} shares of #{trade.security.ticker}"
+      name      = entry.name || generated
+      name
+    else
+      entry.name
+    end
+  end
+
+  def entries_by_date(entries, selectable: true)
+    entries.group_by(&:date).map do |date, grouped_entries|
+      content = capture do
+        yield grouped_entries
+      end
+
+      render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable: }
+    end.join.html_safe
+  end
+
  private

    def permitted_entryable_key(entry)
-      permitted_entryable_paths = %w[transaction valuation]
+      permitted_entryable_paths = %w[transaction valuation trade]
      entry.entryable_name_short.presence_in(permitted_entryable_paths)
    end
 end
--- a/app/helpers/accounts_helper.rb
+++ b/app/helpers/accounts_helper.rb
@@ -23,18 +23,38 @@ module AccountsHelper
    class_mapping(accountable_type)[:hex]
  end

+  def account_tabs(account)
+    holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), content_path: account_holdings_path(account) }
+    cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), content_path: account_cashes_path(account) }
+    value_tab        = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: account_valuations_path(account) }
+    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), content_path: account_transactions_path(account) }
+    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), content_path: account_trades_path(account) }
+
+    return [ holdings_tab, cash_tab, trades_tab ] if account.investment?
+
+    [ value_tab, transactions_tab ]
+  end
+
+  def selected_account_tab(account)
+    available_tabs = account_tabs(account)
+
+    tab = available_tabs.find { |tab| tab[:key] == params[:tab] }
+
+    tab || available_tabs.first
+  end
+
  private

-  def class_mapping(accountable_type)
-    {
-      "CreditCard" => { text: "text-red-500", bg: "bg-red-500", bg_transparent: "bg-red-500/10", fill: "fill-red-500", hex: "#F13636" },
-      "Loan" => { text: "text-fuchsia-500", bg: "bg-fuchsia-500", bg_transparent: "bg-fuchsia-500/10", fill: "fill-fuchsia-500", hex: "#D444F1" },
-      "OtherLiability" => { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" },
-      "Depository" => { text: "text-violet-500", bg: "bg-violet-500", bg_transparent: "bg-violet-500/10", fill: "fill-violet-500", hex: "#875BF7" },
-      "Investment" => { text: "text-blue-600", bg: "bg-blue-600", bg_transparent: "bg-blue-600/10", fill: "fill-blue-600", hex: "#1570EF" },
-      "OtherAsset" => { text: "text-green-500", bg: "bg-green-500", bg_transparent: "bg-green-500/10", fill: "fill-green-500", hex: "#12B76A" },
-      "Property" => { text: "text-cyan-500", bg: "bg-cyan-500", bg_transparent: "bg-cyan-500/10", fill: "fill-cyan-500", hex: "#06AED4" },
-      "Vehicle" => { text: "text-pink-500", bg: "bg-pink-500", bg_transparent: "bg-pink-500/10", fill: "fill-pink-500", hex: "#F23E94" }
-    }.fetch(accountable_type, { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" })
-  end
+    def class_mapping(accountable_type)
+      {
+        "CreditCard" => { text: "text-red-500", bg: "bg-red-500", bg_transparent: "bg-red-500/10", fill: "fill-red-500", hex: "#F13636" },
+        "Loan" => { text: "text-fuchsia-500", bg: "bg-fuchsia-500", bg_transparent: "bg-fuchsia-500/10", fill: "fill-fuchsia-500", hex: "#D444F1" },
+        "OtherLiability" => { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" },
+        "Depository" => { text: "text-violet-500", bg: "bg-violet-500", bg_transparent: "bg-violet-500/10", fill: "fill-violet-500", hex: "#875BF7" },
+        "Investment" => { text: "text-blue-600", bg: "bg-blue-600", bg_transparent: "bg-blue-600/10", fill: "fill-blue-600", hex: "#1570EF" },
+        "OtherAsset" => { text: "text-green-500", bg: "bg-green-500", bg_transparent: "bg-green-500/10", fill: "fill-green-500", hex: "#12B76A" },
+        "Property" => { text: "text-cyan-500", bg: "bg-cyan-500", bg_transparent: "bg-cyan-500/10", fill: "fill-cyan-500", hex: "#06AED4" },
+        "Vehicle" => { text: "text-pink-500", bg: "bg-pink-500", bg_transparent: "bg-pink-500/10", fill: "fill-pink-500", hex: "#F23E94" }
+      }.fetch(accountable_type, { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" })
+    end
 end
--- a/app/helpers/application_helper.rb
+++ b/app/helpers/application_helper.rb
@@ -17,6 +17,10 @@ module ApplicationHelper
    turbo_stream_from [ Current.family, :notifications ] if Current.family
  end

+  def family_stream
+    turbo_stream_from Current.family if Current.family
+  end
+
  def render_flash_notifications
    notifications = flash.flat_map do |type, message_or_messages|
      Array(message_or_messages).map do |message|
--- a/app/helpers/forms_helper.rb
+++ b/app/helpers/forms_helper.rb
@@ -4,6 +4,12 @@ module FormsHelper
    form_with(**options, &block)
  end

+  def modal_form_wrapper(title:, subtitle: nil, &block)
+    content = capture &block
+
+    render partial: "shared/modal_form", locals: { title:, subtitle:, content: }
+  end
+
  def form_field_tag(options = {}, &block)
    options[:class] = [ "form-field", options[:class] ].compact.join(" ")
    tag.div(**options, &block)
@@ -23,17 +29,17 @@ module FormsHelper

  def money_with_currency_field(form, money_method, options = {})
    render partial: "shared/money_field", locals: {
-      form: form,
-      money_method: money_method,
+      form:          form,
+      money_method:  money_method,
      default_currency: options[:default_currency] || "USD",
      disable_currency: options[:disable_currency] || false,
      hide_currency: options[:hide_currency] || false,
-      label: options[:label] || "Amount"
+      label:         options[:label] || "Amount"
    }
  end

  def money_field(form, method, options = {})
-    value = form.object.send(method)
+    value = form.object ? form.object.send(method) : nil

    currency = value&.currency || Money::Currency.new(options[:default_currency] || "USD")

@@ -42,10 +48,10 @@ module FormsHelper

    money_options = {
      value: value&.amount,
-      placeholder: 100,
-      min: -99999999999999,
-      max: 99999999999999,
-      step: currency.step
+      placeholder: "100",
+      min:   -99999999999999,
+      max:   99999999999999,
+      step:  currency.step
    }

    merged_options = options.merge(money_options)
--- a/app/helpers/styled_form_builder.rb
+++ b/app/helpers/styled_form_builder.rb
@@ -50,6 +50,9 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
    end

    def label_html(method, options)
-      options[:label] ? label(method, options[:label], class: "form-field__label") : "".html_safe
+      return label(method, class: "form-field__label") if options[:label] == true
+      return "".html_safe unless options[:label]
+
+      label(method, options[:label], class: "form-field__label")
    end
 end
--- a/app/helpers/value_groups_helper.rb
+++ b/app/helpers/value_groups_helper.rb
@@ -1,17 +1,13 @@
 module ValueGroupsHelper
  def value_group_pie_data(value_group)
-    value_group.children
-      .map do |child|
-        {
-          label: to_accountable_title(Accountable.from_type(child.name)),
-          percent_of_total: child.percent_of_total.round(1).to_f,
-          value: child.sum.amount.to_f,
-          currency: child.sum.currency.iso_code,
-          bg_color: accountable_bg_class(child.name),
-          fill_color: accountable_fill_class(child.name)
-        }
-      end
-      .filter { |child| child[:value] > 0 }
-      .to_json
+    value_group.children.filter { |c| c.sum > 0 }.map do |child|
+      {
+        label: to_accountable_title(Accountable.from_type(child.name)),
+        percent_of_total: child.percent_of_total.round(1).to_f,
+        formatted_value: format_money(child.sum, precision: 0),
+        bg_color: accountable_bg_class(child.name),
+        fill_color: accountable_fill_class(child.name)
+      }
+    end.to_json
  end
 end
--- a/app/javascript/controllers/bulk_select_controller.js
+++ b/app/javascript/controllers/bulk_select_controller.js
@@ -59,6 +59,7 @@ export default class extends Controller {

  deselectAll() {
    this.selectedIdsValue = []
+    this.element.querySelectorAll('input[type="checkbox"]').forEach(el => el.checked = false)
  }

  selectedIdsValueChanged() {
--- a/app/javascript/controllers/pie_chart_controller.js
+++ b/app/javascript/controllers/pie_chart_controller.js
@@ -5,6 +5,7 @@ import * as d3 from "d3";
 export default class extends Controller {
  static values = {
    data: Array,
+    total: String,
    label: String,
  };

@@ -38,7 +39,7 @@ export default class extends Controller {

  #draw() {
    this.#d3Container.attr("class", "relative");
-    this.#d3Content.html(this.#contentSummaryTemplate(this.dataValue));
+    this.#d3Content.html(this.#contentSummaryTemplate());

    const pie = d3
      .pie()
@@ -75,23 +76,17 @@ export default class extends Controller {
        this.#d3Svg
          .selectAll(".arc path")
          .attr("class", (d) => d.data.fill_color);
-        this.#d3ContentMemo.html(this.#contentSummaryTemplate(this.dataValue));
+        this.#d3ContentMemo.html(this.#contentSummaryTemplate());
      });
  }

-  #contentSummaryTemplate(data) {
-    const total = data.reduce((acc, cur) => acc + cur.value, 0);
-    const currency = data[0].currency;
-
-    return `${this.#currencyValue({
-      value: total,
-      currency,
-    })} <span class="text-xs">${this.labelValue}</span>`;
+  #contentSummaryTemplate() {
+    return `<span class="text-xl text-gray-900 font-medium">${this.totalValue}</span> <span class="text-xs">${this.labelValue}</span>`;
  }

  #contentDetailTemplate(datum) {
    return `
-      <span>${this.#currencyValue(datum)}</span>
+      <span class="text-xl text-gray-900 font-medium">${datum.formatted_value}</span>
      <div class="flex flex-row text-xs gap-2 items-center">
      <div class="w-[10px] h-[10px] rounded-full ${datum.bg_color}"></div>
        <span>${datum.label}</span>
@@ -100,21 +95,6 @@ export default class extends Controller {
    `;
  }

-  #currencyValue(datum) {
-    const formattedValue = Intl.NumberFormat(undefined, {
-      style: "currency",
-      currency: datum.currency,
-      currencyDisplay: "narrowSymbol",
-    }).format(datum.value);
-
-    const firstDigitIndex = formattedValue.search(/\d/);
-    const currencyPrefix = formattedValue.substring(0, firstDigitIndex);
-    const mainPart = formattedValue.substring(firstDigitIndex);
-    const [integerPart, fractionalPart] = mainPart.split(".");
-
-    return `<p class="text-gray-500 -space-x-0.5">${currencyPrefix}<span class="text-xl text-gray-900 font-medium">${integerPart}</span>.${fractionalPart}</p>`;
-  }
-
  get #radius() {
    return Math.min(this.#d3ViewboxWidth, this.#d3ViewboxHeight) / 2;
  }
--- a/app/javascript/controllers/tooltip_controller.js
+++ b/app/javascript/controllers/tooltip_controller.js
@@ -0,0 +1,74 @@
+import { Controller } from '@hotwired/stimulus'
+import {
+  computePosition,
+  flip,
+  shift,
+  offset,
+  arrow
+} from '@floating-ui/dom';
+
+export default class extends Controller {
+  static targets = ["arrow", "tooltip"];
+  static values = {
+    placement: { type: String, default: "top" },
+    offset: { type: Number, default: 10 },
+    crossAxis: { type: Number, default: 0 },
+    alignmentAxis: { type: Number, default: null },
+  };
+
+  connect() {
+    this.element.addEventListener("mouseenter", this.showTooltip);
+    this.element.addEventListener("mouseleave", this.hideTooltip);
+    this.element.addEventListener("focus", this.showTooltip);
+    this.element.addEventListener("blur", this.hideTooltip);
+  };
+
+  showTooltip = () => {
+    this.tooltipTarget.style.display = 'block';
+    this.#update();
+  };
+
+  hideTooltip = () => {
+    this.tooltipTarget.style.display = '';
+  };
+
+  disconnect() {
+    this.element.removeEventListener("mouseenter", this.showTooltip);
+    this.element.removeEventListener("mouseleave", this.hideTooltip);
+    this.element.removeEventListener("focus", this.showTooltip);
+    this.element.removeEventListener("blur", this.hideTooltip);
+  };
+
+  #update() {
+    computePosition(this.element, this.tooltipTarget, {
+      placement: this.placementValue,
+      middleware: [
+        offset({ mainAxis: this.offsetValue, crossAxis: this.crossAxisValue, alignmentAxis: this.alignmentAxisValue }),
+        flip(),
+        shift({ padding: 5 }),
+        arrow({ element: this.arrowTarget }),
+      ],
+    }).then(({ x, y, placement, middlewareData }) => {
+      Object.assign(this.tooltipTarget.style, {
+        left: `${x}px`,
+        top: `${y}px`,
+      });
+
+      const { x: arrowX, y: arrowY } = middlewareData.arrow;
+      const staticSide = {
+        top: 'bottom',
+        right: 'left',
+        bottom: 'top',
+        left: 'right',
+      }[placement.split('-')[0]];
+
+      Object.assign(this.arrowTarget.style, {
+        left: arrowX != null ? `${arrowX}px` : '',
+        top: arrowY != null ? `${arrowY}px` : '',
+        right: '',
+        bottom: '',
+        [staticSide]: '-4px',
+      });
+    });
+  };
+}
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -29,7 +29,7 @@ class Account < ApplicationRecord
  delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy

  class << self
-    def by_group(period: Period.all, currency: Money.default_currency)
+    def by_group(period: Period.all, currency: Money.default_currency.iso_code)
      grouped_accounts = { assets: ValueGroup.new("Assets", currency), liabilities: ValueGroup.new("Liabilities", currency) }

      Accountable.by_classification.each do |classification, types|
@@ -73,6 +73,31 @@ class Account < ApplicationRecord
    end
  end

+  # Start of temporary fix for #1068
+  # ==========================================================================
+
+  # TODO: Both `series` and `value` methods are a temporary fix for #1068, which appears to be a data corruption issue.
+  # Every account should have an accountable no matter what, but some self hosted instances seem to have missing accountables.
+  # When this is fixed, we can add this back to `delegate :value, :series, to: :accountable`
+  def series(period: Period.all, currency: self.currency)
+    if accountable.present?
+      accountable.series(period: period, currency: currency)
+    else
+      TimeSeries.new([])
+    end
+  end
+
+  def value
+    if accountable.present?
+      accountable.value
+    else
+      balance_money
+    end
+  end
+
+  # ==========================================================================
+  # End of temporary fix for #1068
+
  def alert
    latest_sync = syncs.latest
    [ latest_sync&.error, *latest_sync&.warnings ].compact.first
@@ -82,18 +107,6 @@ class Account < ApplicationRecord
    classification == "asset" ? "up" : "down"
  end

-  def series(period: Period.all, currency: self.currency)
-    balance_series = balances.in_period(period).where(currency: Money::Currency.new(currency).iso_code)
-
-    if balance_series.empty? && period.date_range.end == Date.current
-      TimeSeries.new([ { date: Date.current, value: balance_money.exchange_to(currency) } ])
-    else
-      TimeSeries.from_collection(balance_series, :balance_money)
-    end
-  rescue Money::ConversionError
-    TimeSeries.new([])
-  end
-
  def update_balance!(balance)
    valuation = entries.account_valuations.find_by(date: Date.current)

--- a/app/models/account/entry.rb
+++ b/app/models/account/entry.rb
@@ -11,6 +11,7 @@ class Account::Entry < ApplicationRecord

  validates :date, :amount, :currency, presence: true
  validates :date, uniqueness: { scope: [ :account_id, :entryable_type ] }, if: -> { account_valuation? }
+  validates :date, comparison: { greater_than: -> { min_supported_date } }
  validate :trade_valid?, if: -> { account_trade? }

  scope :chronological, -> { order(:date, :created_at) }
@@ -64,6 +65,11 @@ class Account::Entry < ApplicationRecord
  end

  class << self
+    # arbitrary cutoff date to avoid expensive sync operations
+    def min_supported_date
+      10.years.ago.to_date
+    end
+
    def daily_totals(entries, currency, period: Period.last_30_days)
      # Sum spending and income for each day in the period with the given currency
      select(
@@ -198,7 +204,7 @@ class Account::Entry < ApplicationRecord
        current_qty = account.holding_qty(account_trade.security)

        if current_qty < account_trade.qty.abs
-          errors.add(:base, "cannot sell #{account_trade.qty.abs} shares of #{account_trade.security.symbol} because you only own #{current_qty} shares")
+          errors.add(:base, "cannot sell #{account_trade.qty.abs} shares of #{account_trade.security.ticker} because you only own #{current_qty} shares")
        end
      end
    end
--- a/app/models/account/holding.rb
+++ b/app/models/account/holding.rb
@@ -1,6 +1,48 @@
 class Account::Holding < ApplicationRecord
+  include Monetizable
+
+  monetize :amount
+
  belongs_to :account
  belongs_to :security

+  validates :qty, :currency, presence: true
+
  scope :chronological, -> { order(:date) }
+  scope :current, -> { where(date: Date.current).order(amount: :desc) }
+  scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
+  scope :known_value, -> { where.not(amount: nil) }
+  scope :for, ->(security) { where(security_id: security).order(:date) }
+
+  delegate :name, to: :security
+  delegate :ticker, to: :security
+
+  def weight
+    return nil unless amount
+
+    portfolio_value = account.holdings.current.known_value.sum(&:amount)
+    portfolio_value.zero? ? 1 : amount / portfolio_value * 100
+  end
+
+  # Basic approximation of cost-basis
+  def avg_cost
+    avg_cost = account.holdings.for(security).where("date <= ?", date).average(:price)
+    Money.new(avg_cost, currency)
+  end
+
+  def trend
+    @trend ||= calculate_trend
+  end
+
+  private
+
+    def calculate_trend
+      return nil unless amount_money
+
+      start_amount = qty * avg_cost
+
+      TimeSeries::Trend.new \
+        current: amount_money,
+        previous: start_amount
+    end
 end
--- a/app/models/account/holding/syncer.rb
+++ b/app/models/account/holding/syncer.rb
@@ -32,20 +32,50 @@ class Account::Holding::Syncer
                               .order(:date)
    end

+    def get_cached_price(ticker, date)
+      return nil unless security_prices.key?(ticker)
+
+      price = security_prices[ticker].find { |p| p.date == date }
+      price ? price[:price] : nil
+    end
+
+    def security_prices
+      @security_prices ||= begin
+                             prices = {}
+                             ticker_start_dates = {}
+
+                             sync_entries.each do |entry|
+                               unless ticker_start_dates[entry.account_trade.security.ticker]
+                                 ticker_start_dates[entry.account_trade.security.ticker] = entry.date
+                               end
+                             end
+
+                             ticker_start_dates.each do |ticker, date|
+                               prices[ticker] = Security::Price.find_prices(ticker: ticker, start_date: date, end_date: Date.current)
+                             end
+
+                             prices
+                           end
+    end
+
    def build_holdings_for_date(date)
      trades = sync_entries.select { |trade| trade.date == date }

      @portfolio = generate_next_portfolio(@portfolio, trades)

-      @portfolio.map do |isin, holding|
-        price = Security::Price.find_by!(date: date, isin: isin).price
+      @portfolio.map do |ticker, holding|
+        trade = trades.find { |trade| trade.account_trade.security_id == holding[:security_id] }
+        trade_price = trade&.account_trade&.price
+
+        price = get_cached_price(ticker, date) || trade_price

        account.holdings.build \
          date: date,
          security_id: holding[:security_id],
          qty: holding[:qty],
          price: price,
-          amount: price * holding[:qty]
+          amount: price ? (price * holding[:qty]) : nil,
+          currency: holding[:currency]
      end
    end

@@ -54,13 +84,14 @@ class Account::Holding::Syncer
        trade = entry.account_trade

        price = trade.price
-        prior_qty = prior_portfolio.dig(trade.security.isin, :qty) || 0
+        prior_qty = prior_portfolio.dig(trade.security.ticker, :qty) || 0
        new_qty = prior_qty + trade.qty

-        new_portfolio[trade.security.isin] = {
+        new_portfolio[trade.security.ticker] = {
          qty: new_qty,
          price: price,
          amount: new_qty * price,
+          currency: entry.currency,
          security_id: trade.security_id
        }
      end
@@ -81,10 +112,11 @@ class Account::Holding::Syncer
      prior_day_holdings = account.holdings.where(date: sync_date_range.begin - 1.day)

      prior_day_holdings.each do |holding|
-        @portfolio[holding.security.isin] = {
+        @portfolio[holding.security.ticker] = {
          qty: holding.qty,
          price: holding.price,
          amount: holding.amount,
+          currency: holding.currency,
          security_id: holding.security_id
        }
      end
--- a/app/models/account/sync.rb
+++ b/app/models/account/sync.rb
@@ -78,5 +78,6 @@ class Account::Sync < ApplicationRecord
        partial: "shared/notification",
        locals: { type: type, message: message }
      )
+      account.family.broadcast_refresh
    end
 end
--- a/app/models/account/syncable.rb
+++ b/app/models/account/syncable.rb
@@ -11,6 +11,14 @@ module Account::Syncable
    syncs.syncing.any?
  end

+  def latest_sync_date
+    syncs.where.not(last_ran_at: nil).pluck(:last_ran_at).max&.to_date
+  end
+
+  def needs_sync?
+    latest_sync_date.nil? || latest_sync_date < Date.current
+  end
+
  def sync_later(start_date: nil)
    AccountSyncJob.perform_later(self, start_date: start_date)
  end
--- a/app/models/account/trade.rb
+++ b/app/models/account/trade.rb
@@ -1,10 +1,12 @@
 class Account::Trade < ApplicationRecord
-  include Account::Entryable
+  include Account::Entryable, Monetizable
+
+  monetize :price

  belongs_to :security

  validates :qty, presence: true, numericality: { other_than: 0 }
-  validates :price, presence: true
+  validates :price, :currency, presence: true

  class << self
    def search(_params)
--- a/app/models/account/trade_builder.rb
+++ b/app/models/account/trade_builder.rb
@@ -0,0 +1,46 @@
+class Account::TradeBuilder
+  TYPES = %w[ buy sell ].freeze
+
+  include ActiveModel::Model
+
+  attr_accessor :type, :qty, :price, :ticker, :date, :account
+
+  validates :type, :qty, :price, :ticker, :date, presence: true
+  validates :price, numericality: { greater_than: 0 }
+  validates :type, inclusion: { in: TYPES }
+
+  def save
+    if valid?
+      create_entry
+    end
+  end
+
+  private
+
+    def create_entry
+      account.entries.account_trades.create! \
+        date: date,
+        amount: amount,
+        currency: account.currency,
+        entryable: Account::Trade.new(
+          security: security,
+          qty: signed_qty,
+          price: price.to_d,
+          currency: account.currency
+        )
+    end
+
+    def security
+      Security.find_or_create_by(ticker: ticker)
+    end
+
+    def amount
+      price.to_d * signed_qty
+    end
+
+    def signed_qty
+      _qty = qty.to_d
+      _qty = _qty * -1 if type == "sell"
+      _qty
+    end
+end
--- a/app/models/account/transfer.rb
+++ b/app/models/account/transfer.rb
@@ -9,19 +9,18 @@ class Account::Transfer < ApplicationRecord
  end

  def amount_money
-    entries.first&.amount_money&.abs
+    entries.first&.amount_money&.abs || Money.new(0)
  end

  def from_name
-    outflow_transaction&.account&.name
+    outflow_transaction&.account&.name || I18n.t("account.transfer.from_fallback_name")
  end

  def to_name
-    inflow_transaction&.account&.name
+    inflow_transaction&.account&.name || I18n.t("account.transfer.to_fallback_name")
  end

  def name
-    return nil unless from_name && to_name
    I18n.t("account.transfer.name", from_account: from_name, to_account: to_name)
  end

--- a/app/models/concerns/accountable.rb
+++ b/app/models/concerns/accountable.rb
@@ -17,4 +17,20 @@ module Accountable
  included do
    has_one :account, as: :accountable, touch: true
  end
+
+  def value
+    account.balance_money
+  end
+
+  def series(period: Period.all, currency: account.currency)
+    balance_series = account.balances.in_period(period).where(currency: currency)
+
+    if balance_series.empty? && period.date_range.end == Date.current
+      TimeSeries.new([ { date: Date.current, value: account.balance_money.exchange_to(currency) } ])
+    else
+      TimeSeries.from_collection(balance_series, :balance_money)
+    end
+  rescue Money::ConversionError
+    TimeSeries.new([])
+  end
 end
--- a/app/models/concerns/providable.rb
+++ b/app/models/concerns/providable.rb
@@ -6,18 +6,25 @@ module Providable
  extend ActiveSupport::Concern

  class_methods do
-    def exchange_rates_provider
-      api_key = ENV["SYNTH_API_KEY"]
+    def security_prices_provider
+      synth_provider
+    end

-      if api_key.present?
-        Provider::Synth.new api_key
-      else
-        nil
-      end
+    def exchange_rates_provider
+      synth_provider
    end

    def git_repository_provider
      Provider::Github.new
    end
+
+    private
+
+      def synth_provider
+        @synth_provider ||= begin
+                              api_key = ENV["SYNTH_API_KEY"]
+                              api_key.present? ? Provider::Synth.new(api_key) : nil
+                            end
+      end
  end
 end
--- a/app/models/demo/generator.rb
+++ b/app/models/demo/generator.rb
@@ -34,10 +34,6 @@ class Demo::Generator
      create_car_and_loan!

      puts "accounts created"
-
-      family.sync
-
-      puts "balances synced"
      puts "Demo data loaded successfully!"
    end
  end
@@ -56,6 +52,7 @@ class Demo::Generator
    end

    def clear_data!
+      User.find_by_email("user@maybe.local")&.destroy
      ExchangeRate.destroy_all
      Security.destroy_all
      Security::Price.destroy_all
@@ -169,10 +166,13 @@ class Demo::Generator
    end

    def load_securities!
+      # Create an unknown security to simulate edge cases
+      Security.create! ticker: "UNKNOWN", name: "Unknown Demo Stock"
+
      securities = [
-        { isin: "US0378331005", symbol: "AAPL", name: "Apple Inc.", reference_price: 210 },
-        { isin: "JP3633400001", symbol: "TM", name: "Toyota Motor Corporation", reference_price: 202 },
-        { isin: "US5949181045", symbol: "MSFT", name: "Microsoft Corporation", reference_price: 455 }
+        { ticker: "AAPL", name: "Apple Inc.", reference_price: 210 },
+        { ticker: "TM", name: "Toyota Motor Corporation", reference_price: 202 },
+        { ticker: "MSFT", name: "Microsoft Corporation", reference_price: 455 }
      ]

      securities.each do |security_attributes|
@@ -184,7 +184,7 @@ class Demo::Generator
          low_price = reference - 20
          high_price = reference + 20
          Security::Price.create! \
-            isin: security.isin,
+            ticker: security.ticker,
            date: date,
            price: Faker::Number.positive(from: low_price, to: high_price)
        end
@@ -201,9 +201,13 @@ class Demo::Generator
        currency: "USD",
        institution: family.institutions.find_or_create_by(name: "Robinhood")

-      aapl = Security.find_by(symbol: "AAPL")
-      tm = Security.find_by(symbol: "TM")
-      msft = Security.find_by(symbol: "MSFT")
+      aapl = Security.find_by(ticker: "AAPL")
+      tm = Security.find_by(ticker: "TM")
+      msft = Security.find_by(ticker: "MSFT")
+      unknown = Security.find_by(ticker: "UNKNOWN")
+
+      # Buy 20 shares of the unknown stock to simulate a stock where we can't fetch security prices
+      account.entries.create! date: 10.days.ago.to_date, amount: 100, currency: "USD", name: "Buy unknown stock", entryable: Account::Trade.new(qty: 20, price: 5, security: unknown, currency: "USD")

      trades = [
        { security: aapl, qty: 20 }, { security: msft, qty: 10 }, { security: aapl, qty: -5 },
@@ -216,15 +220,15 @@ class Demo::Generator
        date = Faker::Number.positive(to: 730).days.ago.to_date
        security = trade[:security]
        qty = trade[:qty]
-        price = Security::Price.find_by!(isin: security.isin, date: date).price
+        price = Security::Price.find_by(ticker: security.ticker, date: date)&.price || 1
        name_prefix = qty < 0 ? "Sell " : "Buy "

        account.entries.create! \
          date: date,
          amount: qty * price,
          currency: "USD",
-          name: name_prefix + "#{qty} shares of #{security.symbol}",
-          entryable: Account::Trade.new(qty: qty, price: price, security: security)
+          name: name_prefix + "#{qty} shares of #{security.ticker}",
+          entryable: Account::Trade.new(qty: qty, price: price, currency: "USD", security: security)
      end
    end

--- a/app/models/exchange_rate.rb
+++ b/app/models/exchange_rate.rb
@@ -15,12 +15,11 @@ class ExchangeRate < ApplicationRecord

    def find_rates(from:, to:, start_date:, end_date: Date.current, cache: true)
      rates = self.where(from_currency: from, to_currency: to, date: start_date..end_date).to_a
-      all_dates = (start_date..end_date).to_a.to_set
-      existing_dates = rates.map(&:date).to_set
+      all_dates = (start_date..end_date).to_a
+      existing_dates = rates.map(&:date)
      missing_dates = all_dates - existing_dates
-
      if missing_dates.any?
-        rates += fetch_rates_from_provider(from:, to:, dates: missing_dates, cache:)
+        rates += fetch_rates_from_provider(from:, to:, start_date: missing_dates.first, end_date: missing_dates.last, cache:)
      end

      rates
--- a/app/models/exchange_rate/provided.rb
+++ b/app/models/exchange_rate/provided.rb
@@ -6,12 +6,31 @@ module ExchangeRate::Provided
  class_methods do
    private

-      def fetch_rates_from_provider(from:, to:, dates:, cache: false)
+      def fetch_rates_from_provider(from:, to:, start_date:, end_date: Date.current, cache: false)
        return [] unless exchange_rates_provider.present?

-        dates.map do |date|
-          fetch_rate_from_provider from:, to:, date:, cache:
-        end.compact
+        response = exchange_rates_provider.fetch_exchange_rates \
+          from: from,
+          to: to,
+          start_date: start_date,
+          end_date: end_date
+
+        if response.success?
+          response.rates.map do |exchange_rate|
+            rate = ExchangeRate.new \
+              from_currency: from,
+              to_currency: to,
+              date: exchange_rate.dig(:date).to_date,
+              rate: exchange_rate.dig(:rate)
+
+            rate.save! if cache
+            rate
+          rescue ActiveRecord::RecordNotUnique
+            next
+          end
+        else
+          []
+        end
      end

      def fetch_rate_from_provider(from:, to:, date:, cache: false)
--- a/app/models/family.rb
+++ b/app/models/family.rb
@@ -105,6 +105,16 @@ class Family < ApplicationRecord
  end

  def sync(start_date: nil)
-    accounts.active.sync(start_date: start_date)
+    accounts.active.each do |account|
+      if account.needs_sync?
+        account.sync_later(start_date: start_date || account.last_sync_date)
+      end
+    end
+
+    update! last_synced_at: Time.now
+  end
+
+  def needs_sync?
+    last_synced_at.nil? || last_synced_at.to_date < Date.current
  end
 end
--- a/app/models/investment.rb
+++ b/app/models/investment.rb
@@ -13,4 +13,35 @@ class Investment < ApplicationRecord
    [ "Roth 401k", "roth_401k" ],
    [ "Angel", "angel" ]
  ].freeze
+
+  def value
+    account.balance_money + holdings_value
+  end
+
+  def holdings_value
+    account.holdings.current.known_value.sum(&:amount) || Money.new(0, account.currency)
+  end
+
+  def series(period: Period.all, currency: account.currency)
+    balance_series = account.balances.in_period(period).where(currency: currency)
+    holding_series = account.holdings.known_value.in_period(period).where(currency: currency)
+
+    holdings_by_date = holding_series.group_by(&:date).transform_values do |holdings|
+      holdings.sum(&:amount)
+    end
+
+    combined_series = balance_series.map do |balance|
+      holding_amount = holdings_by_date[balance.date] || 0
+
+      { date: balance.date, value: Money.new(balance.balance + holding_amount, currency) }
+    end
+
+    if combined_series.empty? && period.date_range.end == Date.current
+      TimeSeries.new([ { date: Date.current, value: self.value.exchange_to(currency) } ])
+    else
+      TimeSeries.new(combined_series)
+    end
+  rescue Money::ConversionError
+    TimeSeries.new([])
+  end
 end
--- a/app/models/provider/synth.rb
+++ b/app/models/provider/synth.rb
@@ -5,10 +5,35 @@ class Provider::Synth
    @api_key = api_key
  end

+  def fetch_security_prices(ticker:, start_date:, end_date:)
+    prices = paginate(
+      "#{base_url}/tickers/#{ticker}/open-close",
+      start_date: start_date,
+      end_date: end_date
+    ) do |body|
+      body.dig("prices").map do |price|
+        {
+          date: price.dig("date"),
+          price: price.dig("close")&.to_f || price.dig("open")&.to_f,
+          currency: "USD"
+        }
+      end
+    end
+
+    SecurityPriceResponse.new \
+      prices: prices,
+      success?: true,
+      raw_response: prices.to_json
+  rescue StandardError => error
+    SecurityPriceResponse.new \
+      success?: false,
+      error: error,
+      raw_response: error
+  end
+
  def fetch_exchange_rate(from:, to:, date:)
    retrying Provider::Base.known_transient_errors do |on_last_attempt|
-      response = Faraday.get("#{base_url}/rates/historical") do |req|
-        req.headers["Authorization"] = "Bearer #{api_key}"
+      response = client.get("#{base_url}/rates/historical") do |req|
        req.params["date"] = date.to_s
        req.params["from"] = from
        req.params["to"] = to
@@ -32,20 +57,100 @@ class Provider::Synth
    end
  end

+  def fetch_exchange_rates(from:, to:, start_date:, end_date:)
+    exchange_rates = paginate(
+      "#{base_url}/rates/historical-range",
+      from: from,
+      to: to,
+      date_start: start_date.to_s,
+      date_end: end_date.to_s
+    ) do |body|
+      body.dig("data").map do |exchange_rate|
+        {
+          date: exchange_rate.dig("date"),
+          rate: exchange_rate.dig("rates", to)
+        }
+      end
+    end
+
+    ExchangeRatesResponse.new \
+      rates: exchange_rates,
+      success?: true,
+      raw_response: exchange_rates.to_json
+  rescue StandardError => error
+    ExchangeRatesResponse.new \
+      success?: false,
+      error: error,
+      raw_response: error
+  end
+
  private
+
    attr_reader :api_key

    ExchangeRateResponse = Struct.new :rate, :success?, :error, :raw_response, keyword_init: true
+    SecurityPriceResponse = Struct.new :prices, :success?, :error, :raw_response, keyword_init: true
+    ExchangeRatesResponse = Struct.new :rates, :success?, :error, :raw_response, keyword_init: true

    def base_url
      "https://api.synthfinance.com"
    end

+    def app_name
+      "maybe_app"
+    end
+
+    def app_type
+      Rails.application.config.app_mode
+    end
+
+    def client
+      @client ||= Faraday.new(url: base_url) do |faraday|
+        faraday.headers["Authorization"] = "Bearer #{api_key}"
+        faraday.headers["X-Source"] = app_name
+        faraday.headers["X-Source-Type"] = app_type
+      end
+    end
+
    def build_error(response)
      Provider::Base::ProviderError.new(<<~ERROR)
-        Failed to fetch exchange rate from #{self.class}
+        Failed to fetch data from #{self.class}
          Status: #{response.status}
          Body: #{response.body.inspect}
      ERROR
    end
+
+    def fetch_page(url, page, params = {})
+      client.get(url) do |req|
+        req.headers["Authorization"] = "Bearer #{api_key}"
+        params.each { |k, v| req.params[k.to_s] = v.to_s }
+        req.params["page"] = page
+      end
+    end
+
+    def paginate(url, params = {})
+      results = []
+      page = 1
+      current_page = 0
+      total_pages = 1
+
+      while current_page < total_pages
+        response = fetch_page(url, page, params)
+
+        if response.success?
+          body = JSON.parse(response.body)
+          page_results = yield(body)
+          results.concat(page_results)
+
+          current_page = body.dig("paging", "current_page")
+          total_pages = body.dig("paging", "total_pages")
+
+          page += 1
+        else
+          raise build_error(response)
+        end
+      end
+
+      results
+    end
 end
--- a/app/models/security.rb
+++ b/app/models/security.rb
@@ -1,14 +1,13 @@
 class Security < ApplicationRecord
-  before_save :normalize_identifiers
+  before_save :upcase_ticker

  has_many :trades, dependent: :nullify, class_name: "Account::Trade"

-  validates :isin, presence: true, uniqueness: { case_sensitive: false }
+  validates :ticker, presence: true, uniqueness: { case_sensitive: false }

  private

-    def normalize_identifiers
-      self.isin = isin.upcase
-      self.symbol = symbol.upcase
+    def upcase_ticker
+      self.ticker = ticker.upcase
    end
 end
--- a/app/models/security/price.rb
+++ b/app/models/security/price.rb
@@ -1,2 +1,34 @@
 class Security::Price < ApplicationRecord
+  include Provided
+
+  before_save :upcase_ticker
+
+  validates :ticker, presence: true, uniqueness: { scope: :date, case_sensitive: false }
+
+  class << self
+    def find_price(ticker:, date:, cache: true)
+      result = find_by(ticker:, date:)
+
+      result || fetch_price_from_provider(ticker:, date:, cache:)
+    end
+
+    def find_prices(ticker:, start_date:, end_date: Date.current, cache: true)
+      prices = where(ticker:, date: start_date..end_date).to_a
+      all_dates = (start_date..end_date).to_a.to_set
+      existing_dates = prices.map(&:date).to_set
+      missing_dates = (all_dates - existing_dates).sort
+
+      if missing_dates.any?
+        prices += fetch_prices_from_provider(ticker:, start_date: missing_dates.first, end_date: missing_dates.last, cache:)
+      end
+
+      prices
+    end
+  end
+
+  private
+
+    def upcase_ticker
+      self.ticker = ticker.upcase
+    end
 end
--- a/app/models/security/price/provided.rb
+++ b/app/models/security/price/provided.rb
@@ -0,0 +1,55 @@
+module Security::Price::Provided
+  extend ActiveSupport::Concern
+
+  include Providable
+
+  class_methods do
+    private
+
+      def fetch_price_from_provider(ticker:, date:, cache: false)
+        return nil unless security_prices_provider.present?
+
+        response = security_prices_provider.fetch_security_prices \
+          ticker: ticker,
+          start_date: date,
+          end_date: date
+
+        if response.success? && response.prices.size > 0
+          price = Security::Price.new \
+            ticker: ticker,
+            date: response.prices.first[:date],
+            price: response.prices.first[:price],
+            currency: response.prices.first[:currency]
+
+          price.save! if cache
+          price
+        else
+          nil
+        end
+      end
+
+      def fetch_prices_from_provider(ticker:, start_date:, end_date:, cache: false)
+        return [] unless security_prices_provider.present?
+
+        response = security_prices_provider.fetch_security_prices \
+          ticker: ticker,
+          start_date: start_date,
+          end_date: end_date
+
+        if response.success?
+          response.prices.map do |price|
+            new_price = Security::Price.new \
+              ticker: ticker,
+              date: price[:date],
+              price: price[:price],
+              currency: price[:currency]
+
+            new_price.save! if cache
+            new_price
+          end
+        else
+          []
+        end
+      end
+  end
+end
--- a/app/models/time_series/trend.rb
+++ b/app/models/time_series/trend.rb
@@ -44,7 +44,7 @@ class TimeSeries::Trend
  end

  def percent
-    if previous.nil?
+    if previous.nil? || (previous.zero? && current.zero?)
      0.0
    elsif previous.zero?
      Float::INFINITY
--- a/app/views/account/cashes/_cash.html.erb
+++ b/app/views/account/cashes/_cash.html.erb
@@ -0,0 +1,21 @@
+<%# locals: (holding:) %>
+
+<%= turbo_frame_tag dom_id(holding) do %>
+  <div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
+    <div class="col-span-9 flex items-center gap-4">
+      <%= render "shared/circle_logo", name: holding.name %>
+      <div>
+        <%= tag.p holding.name %>
+        <%= tag.p holding.ticker, class: "text-gray-500 text-xs uppercase" %>
+      </div>
+    </div>
+
+    <div class="col-span-3 text-right">
+      <% if holding.amount_money %>
+        <%= tag.p format_money holding.amount_money %>
+      <% else %>
+        <%= tag.p "?", class: "text-gray-500" %>
+      <% end %>
+    </div>
+  </div>
+<% end %>
--- a/app/views/account/cashes/index.html.erb
+++ b/app/views/account/cashes/index.html.erb
@@ -0,0 +1,18 @@
+<%= turbo_frame_tag dom_id(@account, "cash") do %>
+  <div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
+    <div class="flex items-center justify-between">
+      <%= tag.h2 t(".cash"), class: "font-medium text-lg" %>
+    </div>
+
+    <div class="rounded-xl bg-gray-25 p-1">
+      <div class="grid grid-cols-12 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
+        <%= tag.p t(".name"), class: "col-span-9" %>
+        <%= tag.p t(".value"), class: "col-span-3 justify-self-end" %>
+      </div>
+
+      <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
+        <%= render partial: "account/cashes/cash", collection: [brokerage_cash(@account)], as: :holding %>
+      </div>
+    </div>
+  </div>
+<% end %>
--- a/app/views/account/entries/_entry.html.erb
+++ b/app/views/account/entries/_entry.html.erb
@@ -1,4 +1,5 @@
 <%# locals: (entry:, **opts) %>
+
 <%= turbo_frame_tag dom_id(entry) do %>
-  <%= render permitted_entryable_partial_path(entry, entry.entryable_name_short), entry: entry, **opts %>
+  <%= render partial: entry.entryable.to_partial_path, locals: { entry: entry, **opts } %>
 <% end %>
--- a/app/views/account/entries/_entry_group.html.erb
+++ b/app/views/account/entries/_entry_group.html.erb
@@ -1,4 +1,4 @@
-<%# locals: (date:, entries:, selectable: true, **opts) %>
+<%# locals: (date:, entries:, content:, selectable:) %>
 <div id="entry-group-<%= date %>" class="bg-gray-25 rounded-xl p-1 w-full" data-bulk-select-target="group">
  <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
    <div class="flex pl-0.5 items-center gap-4">
@@ -15,7 +15,6 @@
    <%= totals_by_currency(collection: entries, money_method: :amount_money, negate: true) %>
  </div>
  <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
-    <%= render entries.reject { |e| e.transfer_id.present? }, selectable:, **opts %>
-    <%= render transfer_entries(entries), selectable:, **opts %>
+    <%= content %>
  </div>
 </div>
--- a/app/views/account/entries/edit.html.erb
+++ b/app/views/account/entries/edit.html.erb
@@ -1,3 +0,0 @@
-<%= turbo_frame_tag dom_id(@entry) do %>
-  <%= render permitted_entryable_partial_path(@entry, "edit"), entry: @entry %>
-<% end %>
--- a/app/views/account/entries/entryables/valuation/_edit.html.erb
+++ b/app/views/account/entries/entryables/valuation/_edit.html.erb
@@ -1 +0,0 @@
-<%= render permitted_entryable_partial_path(entry, "form"), entry: entry %>
--- a/app/views/account/entries/entryables/valuation/_new.html.erb
+++ b/app/views/account/entries/entryables/valuation/_new.html.erb
@@ -1,2 +0,0 @@
-<%= render permitted_entryable_partial_path(entry, "form"), entry: entry %>
-<div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
--- a/app/views/account/entries/entryables/valuation/_show.html.erb
+++ b/app/views/account/entries/entryables/valuation/_show.html.erb
@@ -1 +0,0 @@
-<%= render permitted_entryable_partial_path(@entry, "valuation"), entry: @entry %>
--- a/app/views/account/entries/new.html.erb
+++ b/app/views/account/entries/new.html.erb
@@ -1,3 +0,0 @@
-<%= turbo_frame_tag dom_id(@entry) do %>
-  <%= render permitted_entryable_partial_path(@entry, "new"), entry: @entry %>
-<% end %>
--- a/app/views/account/entries/show.html.erb
+++ b/app/views/account/entries/show.html.erb
@@ -1 +0,0 @@
-<%= render partial: permitted_entryable_partial_path(@entry, "show"), locals: { entry: @entry } %>
--- a/app/views/account/holdings/_holding.html.erb
+++ b/app/views/account/holdings/_holding.html.erb
@@ -0,0 +1,45 @@
+<%# locals: (holding:) %>
+
+<%= turbo_frame_tag dom_id(holding) do %>
+  <div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
+    <div class="col-span-4 flex items-center gap-4">
+      <%= render "shared/circle_logo", name: holding.name || "H" %>
+      <div>
+        <%= link_to holding.name || holding.ticker, account_holding_path(holding.account, holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
+        <%= tag.p holding.ticker, class: "text-gray-500 text-xs uppercase" %>
+      </div>
+    </div>
+
+    <div class="col-span-2 flex justify-end items-center gap-2">
+      <% if holding.weight %>
+        <%= render "shared/progress_circle", progress: holding.weight, text_class: "text-blue-500" %>
+        <%= tag.p number_to_percentage(holding.weight, precision: 1) %>
+      <% else %>
+        <%= tag.p "?", class: "text-gray-500" %>
+      <% end %>
+    </div>
+
+    <div class="col-span-2 text-right">
+      <%= tag.p format_money holding.avg_cost %>
+      <%= tag.p t(".per_share"), class: "font-normal text-gray-500" %>
+    </div>
+
+    <div class="col-span-2 text-right">
+      <% if holding.amount_money %>
+        <%= tag.p format_money holding.amount_money %>
+      <% else %>
+        <%= tag.p "?", class: "text-gray-500" %>
+      <% end %>
+      <%= tag.p t(".shares", qty: number_with_precision(holding.qty, precision: 1)), class: "font-normal text-gray-500" %>
+    </div>
+
+    <div class="col-span-2 text-right">
+      <% if holding.trend %>
+        <%= tag.p format_money(holding.trend.value), style: "color: #{holding.trend.color};" %>
+        <%= tag.p "(#{number_to_percentage(holding.trend.percent, precision: 1)})", style: "color: #{holding.trend.color};" %>
+      <% else %>
+        <%= tag.p "?", class: "text-gray-500" %>
+      <% end %>
+    </div>
+  </div>
+<% end %>
--- a/app/views/account/holdings/_ruler.html.erb
+++ b/app/views/account/holdings/_ruler.html.erb
@@ -0,0 +1 @@
+<div class="h-px bg-alpha-black-50 ml-16 mr-4"></div>
--- a/app/views/account/holdings/index.html.erb
+++ b/app/views/account/holdings/index.html.erb
@@ -0,0 +1,37 @@
+<%= turbo_frame_tag dom_id(@account, "holdings") do %>
+  <div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
+    <div class="flex items-center justify-between">
+      <%= tag.h2 t(".holdings"), class: "font-medium text-lg" %>
+      <%= link_to new_account_trade_path(@account),
+                  id: dom_id(@account, "new_trade"),
+                  data: { turbo_frame: :modal },
+                  class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
+        <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
+        <%= tag.span t(".new_holding"), class: "text-sm" %>
+      <% end %>
+    </div>
+
+    <div class="rounded-xl bg-gray-25 p-1">
+      <div class="grid grid-cols-12 items-center uppercase text-xs font-medium text-gray-500 px-4 py-2">
+        <%= tag.p t(".name"), class: "col-span-4" %>
+        <%= tag.p t(".weight"), class: "col-span-2 justify-self-end" %>
+        <%= tag.p t(".cost"), class: "col-span-2 justify-self-end" %>
+        <%= tag.p t(".holdings"), class: "col-span-2 justify-self-end" %>
+        <%= tag.p t(".return"), class: "col-span-2 justify-self-end" %>
+      </div>
+
+      <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
+        <% if @holdings.any? %>
+          <%= render partial: "account/holdings/holding", collection: @holdings, spacer_template: "ruler" %>
+        <% elsif @account.needs_sync? || true %>
+          <div class="flex flex-col justify-center items-center pt-4 pb-8">
+            <p class="text-gray-500 p-4"><%= t(".needs_sync") %></p>
+            <%= button_to "Sync holding prices", sync_account_path(@account), class: "bg-gray-900 text-white text-sm rounded-lg px-3 py-2" %>
+          </div>
+        <% else %>
+          <p class="text-gray-500 text-sm p-4"><%= t(".no_holdings") %></p>
+        <% end %>
+      </div>
+    </div>
+  </div>
+<% end %>
--- a/app/views/account/holdings/new.html.erb
+++ b/app/views/account/holdings/new.html.erb
@@ -0,0 +1 @@
+<p>Coming soon...</p>
--- a/app/views/account/holdings/show.html.erb
+++ b/app/views/account/holdings/show.html.erb
@@ -0,0 +1,45 @@
+<%= drawer do %>
+  <div class="space-y-4">
+    <header class="flex justify-between">
+      <div>
+        <%= tag.h3 @holding.name, class: "text-2xl font-medium text-gray-900" %>
+        <%= tag.p @holding.ticker, class: "text-sm text-gray-500" %>
+      </div>
+
+      <%= render "shared/circle_logo", name: @holding.name %>
+    </header>
+
+    <details class="group space-y-2">
+      <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+        <h4><%= t(".overview") %></h4>
+        <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+      </summary>
+
+      <div>
+        <p class="pl-4 text-gray-500">Coming soon...</p>
+      </div>
+    </details>
+
+    <details class="group space-y-2">
+      <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+        <h4><%= t(".history") %></h4>
+        <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+      </summary>
+
+      <div>
+        <p class="pl-4 text-gray-500">Coming soon...</p>
+      </div>
+    </details>
+
+    <details class="group space-y-2">
+      <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+        <h4><%= t(".settings") %></h4>
+        <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+      </summary>
+
+      <div>
+        <p class="pl-4 text-gray-500">Coming soon...</p>
+      </div>
+    </details>
+  </div>
+<% end %>
--- a/app/views/account/trades/_form.html.erb
+++ b/app/views/account/trades/_form.html.erb
@@ -0,0 +1,19 @@
+<%# locals: (entry:) %>
+
+<%= styled_form_with data: { turbo_frame: "_top" },
+                     scope: :account_entry,
+                     url: entry.new_record? ? account_trades_path(entry.account) : account_entry_path(entry.account, entry) do |form| %>
+  <div class="space-y-4">
+    <div class="space-y-2">
+      <%= form.select :type, options_for_select([%w[Buy buy], %w[Sell sell]], "buy"), label: t(".type") %>
+      <%= form.text_field :ticker, value: nil, label: t(".holding"), placeholder: t(".ticker_placeholder") %>
+      <%= form.date_field :date, label: true %>
+      <%= form.hidden_field :currency, value: entry.account.currency %>
+      <%= form.number_field :qty, label: t(".qty"), placeholder: "10", min: 0 %>
+      <%= money_with_currency_field form, :price_money, label: t(".price"), disable_currency: true %>
+      <%= form.hidden_field :currency, value: entry.account.currency %>
+    </div>
+
+    <%= form.submit t(".submit") %>
+  </div>
+<% end %>
--- a/app/views/account/trades/_selection_bar.html.erb
+++ b/app/views/account/trades/_selection_bar.html.erb
@@ -0,0 +1,15 @@
+<div class="fixed bottom-6 z-10 flex items-center justify-between rounded-xl bg-gray-900 px-4 text-sm text-white w-[420px] py-1.5">
+  <div class="flex items-center gap-2">
+    <%= check_box_tag "entry_selection", 1, true, class: "maybe-checkbox maybe-checkbox--dark", data: { action: "bulk-select#deselectAll" } %>
+
+    <p data-bulk-select-target="selectionBarText"></p>
+  </div>
+
+  <div class="flex items-center gap-1 text-gray-500">
+    <%= form_with url: bulk_delete_transactions_path, data: { turbo_confirm: true, turbo_frame: "_top" } do %>
+      <button type="button" data-bulk-select-scope-param="bulk_delete" data-action="bulk-select#submitBulkRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Delete">
+        <%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
+      </button>
+    <% end %>
+  </div>
+</div>
--- a/app/views/account/trades/_trade.html.erb
+++ b/app/views/account/trades/_trade.html.erb
@@ -0,0 +1,50 @@
+<%# locals: (entry:, selectable: true, **opts) %>
+
+<% trade, account = entry.account_trade, entry.account %>
+
+<div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
+  <div class="pr-10 flex items-center gap-4 col-span-6">
+    <% if selectable %>
+      <%= check_box_tag dom_id(entry, "selection"),
+                        class: "maybe-checkbox maybe-checkbox--light",
+                        data: { id: entry.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
+    <% end %>
+
+    <div class="max-w-full">
+      <%= tag.div class: ["flex items-center gap-2"] do %>
+        <div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
+          <%= entry_name(entry).first.upcase %>
+        </div>
+
+        <div class="truncate text-gray-900">
+          <% if entry.new_record? %>
+            <%= content_tag :p, entry_name(entry) %>
+          <% else %>
+            <%= link_to entry_name(entry),
+                        account_entry_path(account, entry),
+                        data: { turbo_frame: "drawer", turbo_prefetch: false },
+                        class: "hover:underline hover:text-gray-800" %>
+          <% end %>
+        </div>
+      <% end %>
+    </div>
+  </div>
+
+  <div class="flex items-center justify-end gap-1 col-span-3">
+    <% if entry.account_transaction? && entry.marked_as_transfer? %>
+      <%= tag.p entry.inflow? ? t(".deposit") : t(".withdrawal") %>
+    <% elsif entry.account_transaction? %>
+      <%= tag.p entry.inflow? ? t(".inflow") : t(".outflow") %>
+    <% else %>
+      <%= tag.p trade.buy? ? t(".buy") : t(".sell") %>
+    <% end %>
+  </div>
+
+  <div class="col-span-3 flex items-center justify-end">
+    <% if entry.account_transaction? %>
+      <%= tag.p format_money(entry.amount_money), class: { "text-green-500": entry.inflow? } %>
+    <% else %>
+      <%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": trade.sell? } %>
+    <% end %>
+  </div>
+</div>
--- a/app/views/account/trades/index.html.erb
+++ b/app/views/account/trades/index.html.erb
@@ -0,0 +1,42 @@
+<%= turbo_frame_tag dom_id(@account, "trades") do %>
+  <div id="trades" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".trade") %>" class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
+    <div class="flex justify-between items-center">
+      <h3 class="font-medium text-lg"><%= t(".trades") %></h3>
+      <%= link_to new_account_trade_path(@account),
+                  id:    dom_id(@account, "new_trade"),
+                  class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
+                  data:  { turbo_frame: :modal } do %>
+        <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
+        <span class="text-sm"><%= t(".new") %></span>
+      <% end %>
+    </div>
+
+    <div class="bg-gray-25 rounded-xl grid grid-cols-12 items-center uppercase text-xs font-medium text-gray-500 px-5 py-3">
+      <div class="pl-0.5 col-span-6 flex items-center gap-4">
+        <%= check_box_tag "selection_entry",
+                          class: "maybe-checkbox maybe-checkbox--light",
+                          data:  { action: "bulk-select#togglePageSelection" } %>
+        <%= tag.p t(".trade") %>
+      </div>
+
+      <%= tag.p t(".type"), class: "col-span-3 justify-self-end" %>
+      <%= tag.p t(".amount"), class: "col-span-3 justify-self-end" %>
+    </div>
+
+    <div>
+      <div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
+        <%= render "selection_bar" %>
+      </div>
+
+      <% if @entries.empty? %>
+        <p class="text-gray-500 py-4"><%= t(".no_trades") %></p>
+      <% else %>
+        <div class="space-y-6">
+          <%= entries_by_date(@entries) do |entries| %>
+            <%= render partial: "account/trades/trade", collection: entries, as: :entry %>
+          <% end %>
+        </div>
+      <% end %>
+    </div>
+  </div>
+<% end %>
--- a/app/views/account/trades/new.html.erb
+++ b/app/views/account/trades/new.html.erb
@@ -0,0 +1,3 @@
+<%= modal_form_wrapper title: t(".title") do %>
+  <%= render "account/trades/form", entry: @entry %>
+<% end %>
--- a/app/views/account/trades/show.html.erb
+++ b/app/views/account/trades/show.html.erb
@@ -0,0 +1,29 @@
+<% entry = @entry %>
+
+<%= drawer do %>
+  <div>
+    <header class="mb-4 space-y-1">
+      <div class="flex items-center gap-4">
+        <h3 class="font-medium">
+          <span class="text-2xl"><%= format_money -entry.amount_money %></span>
+          <span class="text-lg text-gray-500"><%= entry.currency %></span>
+        </h3>
+      </div>
+
+      <span class="text-sm text-gray-500"><%= entry.date.strftime("%A %d %B") %></span>
+    </header>
+
+    <div class="space-y-2">
+      <details class="group space-y-2" open>
+        <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+          <h4><%= t(".overview") %></h4>
+          <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+        </summary>
+
+        <div class="pb-6 pl-4 text-gray-500">
+          <p>Details coming soon...</p>
+        </div>
+      </details>
+    </div>
+  </div>
+<% end %>
--- a/app/views/account/transactions/_selection_bar.html.erb
+++ b/app/views/account/transactions/_selection_bar.html.erb
--- a/app/views/account/entries/entryables/transaction/_transaction.html.erb
+++ b/app/views/account/entries/entryables/transaction/_transaction.html.erb
@@ -2,7 +2,7 @@
 <% transaction, account = entry.account_transaction, entry.account %>

 <div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
-  <% name_col_span = entry.marked_as_transfer? ? "col-span-10" : short ? "col-span-6" : "col-span-4" %>
+  <% name_col_span = unconfirmed_transfer?(entry) ? "col-span-10" : short ? "col-span-6" : "col-span-4" %>
  <div class="pr-10 flex items-center gap-4 <%= name_col_span %>">
    <% if selectable %>
      <%= check_box_tag dom_id(entry, "selection"),
--- a/app/views/account/entries/transactions.html.erb
+++ b/app/views/account/entries/transactions.html.erb
@@ -4,7 +4,7 @@
      <h3 class="font-medium text-lg"><%= t(".transactions") %></h3>
      <%= link_to new_transaction_path(account_id: @account),
                  class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
-                  data: { turbo_frame: :modal } do %>
+                  data:  { turbo_frame: :modal } do %>
        <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
        <span class="text-sm"><%= t(".new") %></span>
      <% end %>
@@ -15,12 +15,12 @@
        <%= render "selection_bar" %>
      </div>

-      <% if @transaction_entries.empty? %>
+      <% if @entries.empty? %>
        <p class="text-gray-500 py-4"><%= t(".no_transactions") %></p>
      <% else %>
        <div class="space-y-6">
-          <% @transaction_entries.group_by(&:date).each do |date, entries| %>
-            <%= render "entry_group", date:, entries: entries %>
+          <%= entries_by_date(@entries) do |entries| %>
+            <%= render entries %>
          <% end %>
        </div>
      <% end %>
--- a/app/views/account/entries/entryables/transaction/_show.html.erb
+++ b/app/views/account/entries/entryables/transaction/_show.html.erb
@@ -1,6 +1,4 @@
-<%# locals: (entry:) %>
-
-<% transaction, account = entry.account_transaction, entry.account %>
+<% entry, transaction, account = @entry, @entry.account_transaction, @entry.account %>

 <%= drawer do %>
  <div>
@@ -27,7 +25,7 @@
        </summary>

        <div class="pb-6">
-          <%= styled_form_with model: [account, entry], url: account_entry_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
+          <%= styled_form_with model: [account, entry], url: account_transaction_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
            <%= f.text_field :name, label: t(".name_label"), "data-auto-submit-form-target": "auto" %>
            <% unless entry.marked_as_transfer? %>
              <div class="flex space-x-2">
@@ -60,15 +58,15 @@
        </summary>

        <div class="pb-6">
-          <%= styled_form_with model: [account, entry], url: account_entry_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
+          <%= styled_form_with model: [account, entry], url: account_transaction_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>

            <%= f.fields_for :entryable do |ef| %>
              <%= ef.select :tag_ids,
                            options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), transaction.tag_ids),
                            {
                              multiple: true,
-                              label: t(".tags_label"),
-                              class: "placeholder:text-gray-500"
+                              label:    t(".tags_label"),
+                              class:    "placeholder:text-gray-500"
                            },
                            "data-auto-submit-form-target": "auto" %>
              <%= ef.text_area :notes, label: t(".note_label"), placeholder: t(".note_placeholder"), "data-auto-submit-form-target": "auto" %>
@@ -84,7 +82,7 @@
        </summary>

        <div class="pb-6">
-          <%= styled_form_with model: [account, entry], url: account_entry_path(account, entry), class: "p-3 space-y-3", data: { controller: "auto-submit-form" } do |f| %>
+          <%= styled_form_with model: [account, entry], url: account_transaction_path(account, entry), class: "p-3 space-y-3", data: { controller: "auto-submit-form" } do |f| %>
            <%= f.fields_for :entryable do |ef| %>
              <div class="flex cursor-pointer items-center gap-2 justify-between">
                <div class="text-sm space-y-1">
@@ -110,8 +108,8 @@
              <%= button_to t(".delete"),
                            account_entry_path(account, entry),
                            method: :delete,
-                            class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
-                            data: { turbo_confirm: true, turbo_frame: "_top" } %>
+                            class:  "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
+                            data:   { turbo_confirm: true, turbo_frame: "_top" } %>
            </div>
          <% end %>
        </div>
--- a/app/views/account/transfers/_form.html.erb
+++ b/app/views/account/transfers/_form.html.erb
@@ -1,4 +1,11 @@
 <%= styled_form_with model: transfer, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
+  <% if transfer.errors.present? %>
+    <div class="text-red-600 flex items-center gap-2">
+      <%= lucide_icon "circle-alert", class: "w-5 h-5" %>
+      <p class="text-sm"><%= @transfer.errors.full_messages.to_sentence %></p>
+    </div>
+  <% end %>
+
  <section>
    <fieldset class="bg-gray-50 rounded-lg p-1 grid grid-flow-col justify-stretch gap-x-2">
      <%= link_to new_transaction_path(nature: "expense"), data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400" do %>
--- a/app/views/account/transfers/_transfer.html.erb
+++ b/app/views/account/transfers/_transfer.html.erb
@@ -11,7 +11,7 @@

      <%= tag.div class: short ? "max-w-[250px]" : "max-w-[325px]" do %>
        <div class="flex items-center gap-2">
-          <%= circle_logo("T") %>
+          <%= circle_logo(transfer.from_name[0].upcase) %>

          <%= tag.p transfer.name, class: "truncate text-gray-900" %>
        </div>
--- a/app/views/account/transfers/new.html.erb
+++ b/app/views/account/transfers/new.html.erb
@@ -1,17 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto p-4 space-y-4 w-screen max-w-xl">
-    <header class="flex justify-between">
-      <%= tag.h2 t(".title"), class: "font-medium text-xl" %>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <% if @transfer.errors.present? %>
-      <div class="text-red-600 flex items-center gap-2">
-        <%= lucide_icon "circle-alert", class: "w-5 h-5" %>
-        <p class="text-sm"><%= @transfer.errors.full_messages.to_sentence %></p>
-      </div>
-    <% end %>
-
-    <%= render "form", transfer: @transfer %>
-  </article>
+<%= modal_form_wrapper title: t(".title") do %>
+  <%= render "form", transfer: @transfer %>
 <% end %>
--- a/app/views/account/entries/entryables/valuation/_form.html.erb
+++ b/app/views/account/entries/entryables/valuation/_form.html.erb
@@ -1,22 +1,22 @@
 <%# locals: (entry:) %>
+
 <%= form_with model: [entry.account, entry],
              data: { turbo_frame: "_top" },
-              url: entry.new_record? ? account_entries_path(entry.account) : account_entry_path(entry.account, entry) do |f| %>
+              url: entry.new_record? ? account_valuations_path(entry.account) : account_entry_path(entry.account, entry) do |f| %>
  <div class="grid grid-cols-10 p-4 items-center">
    <div class="col-span-7 flex items-center gap-4">
      <div class="w-8 h-8 rounded-full p-1.5 flex items-center justify-center bg-gray-500/5">
        <%= lucide_icon("pencil-line", class: "w-4 h-4 text-gray-500") %>
      </div>
      <div class="w-full flex items-center justify-between gap-2">
-        <%= f.date_field :date, required: "required", max: Date.current, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
+        <%= f.date_field :date, required: "required", min: Account::Entry.min_supported_date, max: Date.current, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
        <%= f.number_field :amount, required: "required", placeholder: "0.00", step: "0.01", class: "bg-white border border-alpha-black-200 rounded-lg shadow-xs text-gray-900 text-sm px-3 py-1.5 text-right" %>
        <%= f.hidden_field :currency, value: entry.account.currency %>
-        <%= f.hidden_field :entryable_type, value: entry.entryable_type %>
      </div>
    </div>

    <div class="col-span-3 flex gap-2 justify-end items-center">
-      <%= link_to t(".cancel"), valuation_account_entries_path(entry.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
+      <%= link_to t(".cancel"), account_valuations_path(entry.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
      <%= f.submit class: "bg-gray-50 rounded-lg font-medium px-3 py-1.5 cursor-pointer hover:bg-gray-100 text-sm" %>
    </div>
  </div>
--- a/app/views/account/entries/entryables/valuation/_valuation.html.erb
+++ b/app/views/account/entries/entryables/valuation/_valuation.html.erb
--- a/app/views/account/valuations/edit.html.erb
+++ b/app/views/account/valuations/edit.html.erb
@@ -0,0 +1,3 @@
+<%= turbo_frame_tag dom_id(@entry) do %>
+  <%= render "account/valuations/form", entry: @entry %>
+<% end %>
--- a/app/views/account/entries/valuations.html.erb
+++ b/app/views/account/entries/valuations.html.erb
@@ -2,8 +2,8 @@
  <div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
    <div class="flex items-center justify-between">
      <%= tag.h2 t(".valuations"), class: "font-medium text-lg" %>
-      <%= link_to new_account_entry_path(@account, entryable_type: "Account::Valuation"),
-                  data: { turbo_frame: dom_id(@account.entries.account_valuations.new) },
+      <%= link_to new_account_valuation_path(@account),
+                  data:  { turbo_frame: dom_id(@account.entries.account_valuations.new) },
                  class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
        <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
        <%= tag.span t(".new_entry"), class: "text-sm" %>
@@ -21,11 +21,11 @@
      <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
        <%= turbo_frame_tag dom_id(@account.entries.account_valuations.new) %>

-        <% if @valuation_entries.any? %>
-          <%= render partial: "account/entries/entryables/valuation/valuation",
-                     collection: @valuation_entries,
-                     as: :entry,
-                     spacer_template: "ruler" %>
+        <% if @entries.any? %>
+          <%= render partial: "account/valuations/valuation",
+                     collection:      @entries,
+                     as:              :entry,
+                     spacer_template: "account/entries/ruler" %>
        <% else %>
          <p class="text-gray-500 text-sm p-4"><%= t(".no_valuations") %></p>
        <% end %>
--- a/app/views/account/valuations/new.html.erb
+++ b/app/views/account/valuations/new.html.erb
@@ -0,0 +1,4 @@
+<%= turbo_frame_tag dom_id(@entry) do %>
+  <%= render "account/valuations/form", entry: @entry %>
+  <div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
+<% end %>
--- a/app/views/account/valuations/show.html.erb
+++ b/app/views/account/valuations/show.html.erb
@@ -0,0 +1,3 @@
+<% entry = @entry %>
+
+<%= render "account/valuations/valuation", entry: entry %>
--- a/app/views/accounts/_tooltip.html.erb
+++ b/app/views/accounts/_tooltip.html.erb
@@ -0,0 +1,26 @@
+<%# locals: (account:) -%>
+<div data-controller="tooltip" data-tooltip-target="element" data-tooltip-placement-value="right" data-tooltip-offset-value=10 data-tooltip-cross-axis-value=50>
+  <%= lucide_icon("info", class: "w-4 h-4 shrink-0 text-gray-500") %>
+  <div id="tooltip" role="tooltip" data-tooltip-target="tooltip" class="tooltip bg-gray-700 text-sm p-2 rounded w-64">
+    <div class="text-white">
+      <%= t(".total_value_tooltip") %>
+    </div>
+    <div class="flex pt-3">
+      <div class="text-gray-300">
+        <%= t(".holdings") %>
+      </div>
+      <div class="text-white ml-auto">
+        <%= tag.p format_money(account.investment.holdings_value, precision: 0) %>
+      </div>
+    </div>
+    <div class="flex">
+      <div class="text-gray-300">
+        <%= t(".cash") %>
+      </div>
+      <div class="text-white ml-auto">
+        <%= tag.p format_money(account.balance_money, precision: 0) %>
+      </div>
+    </div>
+  </div>
+  <div data-tooltip-target="arrow"></div>
+</div>
--- a/app/views/accounts/edit.html.erb
+++ b/app/views/accounts/edit.html.erb
@@ -1,22 +1,15 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".edit", account: @account.name) %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
+<%= modal_form_wrapper title: t(".edit", account: @account.name) do %>
+  <%= styled_form_with model: @account, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
+    <%= f.text_field :name, label: t(".name") %>
+    <%= money_with_currency_field f, :balance_money, label: t(".balance"), default_currency: @account.currency, disable_currency: true %>

-    <%= styled_form_with model: @account, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
-      <%= f.text_field :name, label: t(".name") %>
-      <%= money_with_currency_field f, :balance_money, label: t(".balance"), default_currency: @account.currency, disable_currency: true %>
+    <div class="relative">
+      <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
+      <%= link_to new_institution_path do %>
+        <%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
+      <% end %>
+    </div>

-      <div class="relative">
-        <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
-        <%= link_to new_institution_path do %>
-          <%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
-        <% end %>
-      </div>
-
-      <%= f.submit %>
-    <% end %>
-  </article>
+    <%= f.submit %>
+  <% end %>
 <% end %>
--- a/app/views/accounts/new.html.erb
+++ b/app/views/accounts/new.html.erb
@@ -86,7 +86,7 @@
            <%= label_tag :add_start_values, t(".optional_start_balance_message"), class: "pl-1 text-sm text-gray-500" %>

            <div class="hidden peer-checked:flex items-center gap-2 mt-3 mb-6">
-              <div class="w-1/2"><%= f.date_field :start_date, label: t(".start_date"), max: Date.yesterday %></div>
+              <div class="w-1/2"><%= f.date_field :start_date, label: t(".start_date"), max: Date.yesterday, min: Account::Entry.min_supported_date %></div>
              <div class="w-1/2"><%= f.number_field :start_balance, label: t(".start_balance") %></div>
            </div>
          </div>
--- a/app/views/accounts/show.html.erb
+++ b/app/views/accounts/show.html.erb
@@ -1,4 +1,6 @@
-<div class="space-y-4">
+<%= turbo_stream_from @account %>
+
+<%= tag.div id: dom_id(@account), class: "space-y-4" do %>
  <div class="flex justify-between items-center">
    <div class="flex items-center gap-3">
      <%= image_tag account_logo_url(@account), class: "w-8 h-8" %>
@@ -50,14 +52,19 @@
  <div class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg">
    <div class="p-4 flex justify-between">
      <div class="space-y-2">
-        <%= tag.p t(".total_value"), class: "text-sm font-medium text-gray-500" %>
-        <%= tag.p format_money(@account.balance_money, precision: 0), class: "text-gray-900 text-3xl font-medium" %>
+        <div class="flex items-center gap-1">
+          <div>
+            <%= tag.p t(".total_value"), class: "text-sm font-medium text-gray-500" %>
+          </div>
+          <%= render "tooltip", account: @account if @account.investment? %>
+        </div>
+        <%= tag.p format_money(@account.value, precision: 0), class: "text-gray-900 text-3xl font-medium" %>
        <div>
-          <% if @balance_series.trend.direction.flat? %>
+          <% if @series.trend.direction.flat? %>
            <%= tag.span t(".no_change"), class: "text-gray-500" %>
          <% else %>
-            <%= tag.span format_money(@balance_series.trend.value), style: "color: #{@balance_series.trend.color}" %>
-            <%= tag.span "(#{@balance_series.trend.percent}%)", style: "color: #{@balance_series.trend.color}" %>
+            <%= tag.span format_money(@series.trend.value), style: "color: #{@trend.color}" %>
+            <%= tag.span "(#{@trend.percent}%)", style: "color: #{@trend.color}" %>
          <% end %>

          <%= tag.span period_label(@period), class: "text-gray-500" %>
@@ -68,26 +75,21 @@
      <% end %>
    </div>
    <div class="h-96 flex items-center justify-center text-2xl font-bold">
-      <%= render partial: "shared/line_chart", locals: { series: @balance_series } %>
+      <%= render partial: "shared/line_chart", locals: { series: @series } %>
    </div>
  </div>

-  <% selected_tab = params[:tab] || "value" %>
+  <% selected_tab_key, selected_tab_content_path = selected_account_tab(@account).values_at(:key, :content_path) %>

  <div class="flex gap-2 text-sm text-gray-900 font-medium mb-4">
-    <%= link_to t(".value"), account_path(tab: "value"), class: ["px-2 py-1.5 rounded-md border border-transparent", "bg-white shadow-xs border-alpha-black-50": selected_tab == "value"] %>
-    <%= link_to t(".transactions"), account_path(tab: "transactions"), class: ["px-2 py-1.5 rounded-md border border-transparent", "bg-white shadow-xs border-alpha-black-50": selected_tab == "transactions"] %>
+    <% account_tabs(@account).each do |tab| %>
+      <%= link_to tab[:label], tab[:path], class: ["px-2 py-1.5 rounded-md border border-transparent", "bg-white shadow-xs border-alpha-black-50": selected_tab_key == tab[:key]] %>
+    <% end %>
  </div>

  <div class="min-h-[800px]">
-    <% if selected_tab == "transactions" %>
-      <%= turbo_frame_tag dom_id(@account, "transactions"), src: transaction_account_entries_path(@account) do %>
-        <%= render "account/entries/loading" %>
-      <% end %>
-    <% else %>
-      <%= turbo_frame_tag dom_id(@account, "valuations"), src: valuation_account_entries_path(@account) do %>
-        <%= render "account/entries/loading" %>
-      <% end %>
+    <%= turbo_frame_tag dom_id(@account, selected_tab_key), src: selected_tab_content_path do %>
+      <%= render "account/entries/loading" %>
    <% end %>
  </div>
-</div>
+<% end %>
--- a/app/views/categories/edit.html.erb
+++ b/app/views/categories/edit.html.erb
@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".edit") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", category: @category %>
-  </article>
+<%= modal_form_wrapper title: t(".edit") do %>
+  <%= render "form", category: @category %>
 <% end %>
--- a/app/views/categories/new.html.erb
+++ b/app/views/categories/new.html.erb
@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".new_category") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", category: @category %>
-  </article>
+<%= modal_form_wrapper title: t(".new_category") do %>
+  <%= render "form", category: @category %>
 <% end %>
--- a/app/views/category/deletions/new.html.erb
+++ b/app/views/category/deletions/new.html.erb
@@ -1,34 +1,21 @@
-<%= modal do %>
-  <article class="mx-auto p-4 w-screen max-w-md">
-    <div class="space-y-2">
-      <header class="flex justify-between">
-        <h2 class="font-medium text-xl"><%= t(".delete_category") %></h2>
-        <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-      </header>
+<%= modal_form_wrapper title: t(".delete_category"), subtitle: t(".explanation", category_name: @category.name) do %>
+  <%= styled_form_with url: category_deletions_path(@category),
+                       class: "space-y-4",
+                       data: {
+                         turbo: false,
+                         controller: "deletion",
+                         deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
+                         deletion_safe_action_class: "form-field__submit border border-transparent",
+                         deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
+                         deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
+    <%= f.collection_select :replacement_category_id,
+                            Current.family.categories.alphabetically.without(@category),
+                            :id, :name,
+                            { prompt: t(".replacement_category_prompt"), label: t(".category") },
+                            { data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>

-      <p class="text-gray-500 font-light">
-        <%= t(".explanation", category_name: @category.name) %>
-      </p>
-    </div>
-
-    <%= styled_form_with url: category_deletions_path(@category),
-                         class: "space-y-4",
-                         data: {
-                           turbo: false,
-                           controller: "deletion",
-                           deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
-                           deletion_safe_action_class: "form-field__submit border border-transparent",
-                           deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
-                           deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
-      <%= f.collection_select :replacement_category_id,
-                              Current.family.categories.alphabetically.without(@category),
-                              :id, :name,
-                              { prompt: t(".replacement_category_prompt"), label: t(".category") },
-                              { data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
-
-      <%= f.submit t(".delete_and_leave_uncategorized", category_name: @category.name),
-                   class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
-                   data: { deletion_target: "submitButton" } %>
-    <% end %>
-  </article>
+    <%= f.submit t(".delete_and_leave_uncategorized", category_name: @category.name),
+                 class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
+                 data: { deletion_target: "submitButton" } %>
+  <% end %>
 <% end %>
--- a/app/views/category/dropdowns/_row.html.erb
+++ b/app/views/category/dropdowns/_row.html.erb
@@ -2,7 +2,7 @@
 <% is_selected = category.id === @selected_category&.id %>

 <%= content_tag :div, class: ["filterable-item flex justify-between items-center border-none rounded-lg px-2 py-1 group w-full", { "bg-gray-25": is_selected }], data: { filter_name: category.name } do %>
-  <%= button_to account_entry_path(@transaction.entry.account, @transaction.entry, account_entry: { entryable_type: "Account::Transaction", entryable_attributes: { id: @transaction.id, category_id: category.id } }), method: :patch, data: { turbo_frame: dom_id(@transaction.entry) }, class: "flex w-full items-center gap-1.5 cursor-pointer" do %>
+  <%= button_to account_transaction_path(@transaction.entry.account, @transaction.entry, account_entry: { entryable_type: "Account::Transaction", entryable_attributes: { id: @transaction.id, category_id: category.id } }), method: :patch, data: { turbo_frame: dom_id(@transaction.entry) }, class: "flex w-full items-center gap-1.5 cursor-pointer" do %>
    <span class="w-5 h-5">
      <%= lucide_icon("check", class: "w-5 h-5 text-gray-500") if is_selected %>
    </span>
--- a/app/views/category/dropdowns/show.html.erb
+++ b/app/views/category/dropdowns/show.html.erb
@@ -25,7 +25,7 @@
      <% end %>

      <% if @transaction.category %>
-        <%= button_to account_entry_path(@transaction.entry.account, @transaction.entry),
+        <%= button_to account_transaction_path(@transaction.entry.account, @transaction.entry),
                      method: :patch,
                      data: { turbo_frame: dom_id(@transaction.entry) },
                      params: { account_entry: { entryable_type: "Account::Transaction", entryable_attributes: { id: @transaction.id, category_id: nil } } },
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Zach Gollwitzer	f3c44464be	Update version.rb Bump to v0.1.0-alpha.14 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-08-09 17:42:48 -04:00
Zach Gollwitzer	c0908f454a	Temp fix for missing accountables on self hosted instances (#1071 ) * Temp fix #1068 * Cleanup	2024-08-09 13:31:32 -04:00
Zach Gollwitzer	e05f03b314	Allow user to add buy and sell trade transactions for investment accounts (#1066 ) * Consolidate modal form structure into partial + helper * Scaffold out trade transaction form * Normalize translations * Add buy and sell trade form with tests * Move entryable lists to dedicated controllers * Delegate entry group contents rendering * More cleanup * Extract transaction and valuation update logic from entries controller * Delegate edit and show actions to entryables * Trade builder * Update paths for transaction updates	2024-08-09 11:22:57 -04:00
Tony Vincent	6bca35fa22	Fix minitest assert_nil warning (#1070 ) * Fix minitest assert_nil warning * Remove empty line * Fix my stupidity	2024-08-09 10:58:01 -04:00
Tony Vincent	6fa40e0fa2	Fetch exchange rates in bulk from synth (#1069 ) * Fetch exchnage rates in bulk * Handle paginated response * Rename method and improve tests * Change argument names * Use standard date format	2024-08-09 10:57:33 -04:00
Tony Vincent	f315370512	Add stimulus tooltip controller (#1065 ) * Add Tooltip Stimulus controller * Add test for tooltip * Remove comma * Normalize translations * Use floating-ui instead popper * Use component classes * Increase cross axis value * Cleanup * Update app/views/accounts/show.html.erb Use correct tailwind class Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Signed-off-by: Tony Vincent <tonyvince7@gmail.com> * Use default values for options * Remove tooltip global variable * Add arrow target * Remove unused method --------- Signed-off-by: Tony Vincent <tonyvince7@gmail.com> Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>	2024-08-08 06:53:27 -04:00
Zach Gollwitzer	6e74414cb2	Add source headers to Synth calls (#1062 )	2024-08-05 12:21:12 -04:00
dependabot[bot]	9ad04a82cb	Bump rails from `5cb5cad` to `43530b4` (#1059 ) Bumps [rails](https://github.com/rails/rails) from `5cb5cad` to `43530b4`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`5cb5cad322...43530b4ac9`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 09:13:34 -04:00
dependabot[bot]	7c878697f4	Bump pagy from 9.0.3 to 9.0.5 (#1056 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 9.0.3 to 9.0.5. - [Release notes](https://github.com/ddnexus/pagy/releases) - [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md) - [Commits](https://github.com/ddnexus/pagy/compare/9.0.3...9.0.5) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 09:13:03 -04:00
dependabot[bot]	cdb134077d	Bump good_job from 4.1.0 to 4.1.1 (#1053 ) Bumps [good_job](https://github.com/bensheldon/good_job) from 4.1.0 to 4.1.1. - [Release notes](https://github.com/bensheldon/good_job/releases) - [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md) - [Commits](https://github.com/bensheldon/good_job/compare/v4.1.0...v4.1.1) --- updated-dependencies: - dependency-name: good_job dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 09:00:32 -04:00
dependabot[bot]	65aeab4681	Bump aws-sdk-s3 from 1.156.0 to 1.157.0 (#1054 ) Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.156.0 to 1.157.0. - [Release notes](https://github.com/aws/aws-sdk-ruby/releases) - [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md) - [Commits](https://github.com/aws/aws-sdk-ruby/commits) --- updated-dependencies: - dependency-name: aws-sdk-s3 dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 08:59:30 -04:00
dependabot[bot]	e0d2b951d6	Bump erb_lint from 0.5.0 to 0.6.0 (#1057 ) Bumps [erb_lint](https://github.com/Shopify/erb-lint) from 0.5.0 to 0.6.0. - [Release notes](https://github.com/Shopify/erb-lint/releases) - [Commits](https://github.com/Shopify/erb-lint/compare/v0.5.0...v0.6.0) --- updated-dependencies: - dependency-name: erb_lint dependency-type: direct:development update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 08:58:05 -04:00
dependabot[bot]	4eeca00121	Bump faraday from 2.10.0 to 2.10.1 (#1055 ) Bumps [faraday](https://github.com/lostisland/faraday) from 2.10.0 to 2.10.1. - [Release notes](https://github.com/lostisland/faraday/releases) - [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md) - [Commits](https://github.com/lostisland/faraday/compare/v2.10.0...v2.10.1) --- updated-dependencies: - dependency-name: faraday dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 08:57:19 -04:00
dependabot[bot]	07a7a6b1aa	Bump tailwindcss-rails from 2.6.4 to 2.6.5 (#1058 ) Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.4 to 2.6.5. - [Release notes](https://github.com/rails/tailwindcss-rails/releases) - [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md) - [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.4...v2.6.5) --- updated-dependencies: - dependency-name: tailwindcss-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-08-05 08:57:03 -04:00
Zach Gollwitzer	edda5cb35b	Bump to v0.1.0-alpha.13 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-08-02 17:10:16 -04:00
Zach Gollwitzer	ea8309eedd	Show cash + holdings value for investment account view (#1046 ) * Handle missing tickers in security price syncs * Show combined cash and holdings value on account page * Improve partial locals	2024-08-02 17:09:25 -04:00
Zach Gollwitzer	453a54e5e6	Add security prices provider (Synth integration) (#1039 ) * User tickers as primary lookup symbol instead of isin * Add security price provider * Fetch security prices in bulk to improve sync performance * Fetch prices in bulk, better mocking for tests	2024-08-01 19:43:23 -04:00
Zach Gollwitzer	c70c8b6d86	Ensure transfer name is populated (#1042 ) * Ensure transfer name is populated * Transfer amount fallback	2024-08-01 12:10:30 -04:00
Tony Vincent	f2a2d2f7e4	Fix demo data reset (#1041 ) * Fix demo data reset * Only delete test user	2024-08-01 08:56:32 -04:00
Mikhail Wahib	0a21c92643	fix: long emails overflow in account menu dropdown (#1034 )	2024-07-31 12:24:01 -04:00
dependabot[bot]	2c5f647f53	Bump rails from `1b89033` to `5cb5cad` (#1035 ) Bumps [rails](https://github.com/rails/rails) from `1b89033` to `5cb5cad`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`1b89033460...5cb5cad322`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:40:35 -04:00
dependabot[bot]	11f58537db	Bump pagy from 9.0.2 to 9.0.3 (#1030 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 9.0.2 to 9.0.3. - [Release notes](https://github.com/ddnexus/pagy/releases) - [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md) - [Commits](https://github.com/ddnexus/pagy/compare/9.0.2...9.0.3) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:32:09 -04:00
dependabot[bot]	6231814e1e	Bump mocha from 2.4.2 to 2.4.5 (#1029 ) Bumps [mocha](https://github.com/freerange/mocha) from 2.4.2 to 2.4.5. - [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md) - [Commits](https://github.com/freerange/mocha/compare/v2.4.2...v2.4.5) --- updated-dependencies: - dependency-name: mocha dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:31:13 -04:00
dependabot[bot]	7645a9ec56	Bump image_processing from 1.12.2 to 1.13.0 (#1028 ) Bumps [image_processing](https://github.com/janko/image_processing) from 1.12.2 to 1.13.0. - [Changelog](https://github.com/janko/image_processing/blob/master/CHANGELOG.md) - [Commits](https://github.com/janko/image_processing/compare/v1.12.2...v1.13.0) --- updated-dependencies: - dependency-name: image_processing dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:31:06 -04:00
dependabot[bot]	08b59ad5fe	Bump pg from 1.5.6 to 1.5.7 (#1027 ) Bumps [pg](https://github.com/ged/ruby-pg) from 1.5.6 to 1.5.7. - [Changelog](https://github.com/ged/ruby-pg/blob/master/History.md) - [Commits](https://github.com/ged/ruby-pg/compare/v1.5.6...v1.5.7) --- updated-dependencies: - dependency-name: pg dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:30:39 -04:00
dependabot[bot]	02adba5280	Bump tailwindcss-rails from 2.6.3 to 2.6.4 (#1031 ) Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.3 to 2.6.4. - [Release notes](https://github.com/rails/tailwindcss-rails/releases) - [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md) - [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.3...v2.6.4) --- updated-dependencies: - dependency-name: tailwindcss-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:30:31 -04:00
dependabot[bot]	1f5721a8b1	Bump sentry-rails from 5.18.1 to 5.18.2 (#1033 ) Bumps [sentry-rails](https://github.com/getsentry/sentry-ruby) from 5.18.1 to 5.18.2. - [Release notes](https://github.com/getsentry/sentry-ruby/releases) - [Changelog](https://github.com/getsentry/sentry-ruby/blob/master/CHANGELOG.md) - [Commits](https://github.com/getsentry/sentry-ruby/compare/5.18.1...5.18.2) --- updated-dependencies: - dependency-name: sentry-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-31 09:30:21 -04:00
pranavbabu	7ba9830db5	Fix: Omit layout for turbo frames with custom sidebar layout (#1024 ) * Define layout method * Use with_sidebar method --------- Co-authored-by: Pranav Babu <babu@maindeck.io>	2024-07-26 12:00:41 -04:00
Zach Gollwitzer	dfc7e1c30c	Bump to v0.1.0-alpha.12 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-07-26 10:48:21 -04:00
Zach Gollwitzer	76dd5e57fb	Set minimum supported date for account entries (#1023 ) * Set minimum supported date for account entries * Fix validation proc * Fix date input in system tests	2024-07-26 10:47:27 -04:00
Zach Gollwitzer	701e17829d	Fix currency formatting in pie chart visualization (#1022 )	2024-07-26 10:36:29 -04:00
Zach Gollwitzer	7c2091b343	Basic Portfolio Views (#1000 ) * Add holdings tab to account view * Basic portfolio UI * Cleanup * Handle missing holding data * Remove synced at (implemented in separate pr) * translations * Tweak post sync streams * Remove stale methods from merge conflict	2024-07-25 16:46:04 -04:00
Zach Gollwitzer	ef4be7948a	Implement auto family syncs on login (#1021 )	2024-07-25 12:51:50 -04:00
Julius Mieliauskas	c8590d53ba	Fix curency format (#1020 ) * Fixed currency formatting * Revert "Fixed currency formatting" This reverts commit `8c7ff442b8`. * fix currency formating	2024-07-25 10:40:03 -04:00
Tony Vincent	f62c5e43c3	Fix form labels (#1004 ) * Fix form labels * Fix typo * Change form builder * Simplify label_html private method of StyledFormBuilder	2024-07-22 10:04:55 -04:00
dependabot[bot]	82568b4d8c	Bump rails from `8035bec` to `1b89033` (#1007 ) Bumps [rails](https://github.com/rails/rails) from `8035bec` to `1b89033`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`8035bece70...1b89033460`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 10:00:39 -04:00
dependabot[bot]	9d006409c2	Bump turbo-rails from 2.0.5 to 2.0.6 (#1008 ) Bumps [turbo-rails](https://github.com/hotwired/turbo-rails) from 2.0.5 to 2.0.6. - [Release notes](https://github.com/hotwired/turbo-rails/releases) - [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.5...v2.0.6) --- updated-dependencies: - dependency-name: turbo-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:53:21 -04:00
dependabot[bot]	55a085f01f	Bump ruby-lsp-rails from 0.3.10 to 0.3.11 (#1010 ) Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.10 to 0.3.11. - [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases) - [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.10...v0.3.11) --- updated-dependencies: - dependency-name: ruby-lsp-rails dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:53:01 -04:00
dependabot[bot]	23dcdf6e26	Bump selenium-webdriver from 4.22.0 to 4.23.0 (#1011 ) Bumps [selenium-webdriver](https://github.com/SeleniumHQ/selenium) from 4.22.0 to 4.23.0. - [Release notes](https://github.com/SeleniumHQ/selenium/releases) - [Changelog](https://github.com/SeleniumHQ/selenium/blob/trunk/rb/CHANGES) - [Commits](https://github.com/SeleniumHQ/selenium/compare/selenium-4.22.0...selenium-4.23.0) --- updated-dependencies: - dependency-name: selenium-webdriver dependency-type: direct:development update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:52:34 -04:00
dependabot[bot]	05e3e689b5	Bump good_job from 4.0.3 to 4.1.0 (#1012 ) Bumps [good_job](https://github.com/bensheldon/good_job) from 4.0.3 to 4.1.0. - [Release notes](https://github.com/bensheldon/good_job/releases) - [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md) - [Commits](https://github.com/bensheldon/good_job/compare/v4.0.3...v4.1.0) --- updated-dependencies: - dependency-name: good_job dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:52:17 -04:00
dependabot[bot]	01f50dc54c	Bump mocha from 2.4.0 to 2.4.2 (#1013 ) Bumps [mocha](https://github.com/freerange/mocha) from 2.4.0 to 2.4.2. - [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md) - [Commits](https://github.com/freerange/mocha/compare/v2.4.0...v2.4.2) --- updated-dependencies: - dependency-name: mocha dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:51:43 -04:00
dependabot[bot]	5d213f2e6a	Bump tailwindcss-rails from 2.6.1 to 2.6.3 (#1014 ) Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.1 to 2.6.3. - [Release notes](https://github.com/rails/tailwindcss-rails/releases) - [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md) - [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.1...v2.6.3) --- updated-dependencies: - dependency-name: tailwindcss-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:51:31 -04:00
dependabot[bot]	952d847c15	Bump faker from 3.4.1 to 3.4.2 (#1015 ) Bumps [faker](https://github.com/faker-ruby/faker) from 3.4.1 to 3.4.2. - [Release notes](https://github.com/faker-ruby/faker/releases) - [Changelog](https://github.com/faker-ruby/faker/blob/main/CHANGELOG.md) - [Commits](https://github.com/faker-ruby/faker/compare/v3.4.1...v3.4.2) --- updated-dependencies: - dependency-name: faker dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-07-22 09:51:12 -04:00
Tony Vincent	e7dc6b88ea	Bump pagy with breaking changes fix (#1016 )	2024-07-22 09:49:53 -04:00
Tony Vincent	75ded1c18f	Set last_login_at only at login instead of every single action (#1017 )	2024-07-22 09:37:03 -04:00
				`@@ -1 +0,0 @@`
				`<%= render permitted_entryable_partial_path(entry, "form"), entry: entry %>`
				`@@ -1 +0,0 @@`
				`<%= render partial: permitted_entryable_partial_path(@entry, "show"), locals: { entry: @entry } %>`
				`@@ -0,0 +1 @@`
				`<div class="h-px bg-alpha-black-50 ml-16 mr-4"></div>`