Bump to v0.1.0-alpha.17

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

.ai/cursorrules.md

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

.devcontainer/Dockerfile

@@ -1,4 +1,4 @@
-ARG RUBY_VERSION=3.3.1
+ARG RUBY_VERSION=3.3.4
 FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \

.editorconfig

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

.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

.gitignore

@@ -11,6 +11,7 @@
 /.env*
 !/.env*.erb
 !.env.example
+!.env.test.example
 
 # Ignore all logfiles and tempfiles.
 /log/*
@@ -58,3 +59,4 @@ compose-dev.yaml
 gcp-storage-keyfile.json
 
 coverage
+.cursorrules

.rubocop.yml

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

.ruby-version

@@ -1 +1 @@
-3.3.1
+3.3.4

Dockerfile

@@ -1,7 +1,7 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.3.1
+ARG RUBY_VERSION=3.3.4
 FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
 
 # Rails app lives here

Gemfile

@@ -3,7 +3,7 @@ source "https://rubygems.org"
 ruby file: ".ruby-version"
 
 # Rails
-gem "rails", github: "rails/rails", branch: "7-2-stable"
+gem "rails", "~> 7.2.1"
 
 # Drivers
 gem "pg", "~> 1.5"
@@ -42,20 +42,20 @@ gem "inline_svg"
 gem "octokit"
 gem "pagy"
 gem "rails-settings-cached"
-gem "tzinfo-data", platforms: %i[ windows jruby ]
+gem "tzinfo-data", platforms: %i[windows jruby]
 gem "csv"
 gem "redcarpet"
 
 group :development, :test do
-  gem "debug", platforms: %i[ mri windows ]
+  gem "debug", platforms: %i[mri windows]
   gem "brakeman", require: false
   gem "rubocop-rails-omakase", require: false
   gem "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"

Gemfile.lock

@@ -5,71 +5,69 @@ GIT
     lucide-rails (0.2.0)
       railties (>= 4.1.0)
 
-GIT
-  remote: https://github.com/rails/rails.git
-  revision: 1b8903346000e1848e62e09429d325499af03b3f
-  branch: 7-2-stable
+GEM
+  remote: https://rubygems.org/
   specs:
-    actioncable (7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    actioncable (7.2.1)
+      actionpack (= 7.2.1)
+      activesupport (= 7.2.1)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
       zeitwerk (~> 2.6)
-    actionmailbox (7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      activejob (= 7.2.0.beta3)
-      activerecord (= 7.2.0.beta3)
-      activestorage (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    actionmailbox (7.2.1)
+      actionpack (= 7.2.1)
+      activejob (= 7.2.1)
+      activerecord (= 7.2.1)
+      activestorage (= 7.2.1)
+      activesupport (= 7.2.1)
       mail (>= 2.8.0)
-    actionmailer (7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      actionview (= 7.2.0.beta3)
-      activejob (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    actionmailer (7.2.1)
+      actionpack (= 7.2.1)
+      actionview (= 7.2.1)
+      activejob (= 7.2.1)
+      activesupport (= 7.2.1)
       mail (>= 2.8.0)
       rails-dom-testing (~> 2.2)
-    actionpack (7.2.0.beta3)
-      actionview (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    actionpack (7.2.1)
+      actionview (= 7.2.1)
+      activesupport (= 7.2.1)
       nokogiri (>= 1.8.5)
       racc
-      rack (>= 2.2.4)
+      rack (>= 2.2.4, < 3.2)
       rack-session (>= 1.0.1)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
       useragent (~> 0.16)
-    actiontext (7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      activerecord (= 7.2.0.beta3)
-      activestorage (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    actiontext (7.2.1)
+      actionpack (= 7.2.1)
+      activerecord (= 7.2.1)
+      activestorage (= 7.2.1)
+      activesupport (= 7.2.1)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    actionview (7.2.1)
+      activesupport (= 7.2.1)
       builder (~> 3.1)
       erubi (~> 1.11)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
-    activejob (7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    activejob (7.2.1)
+      activesupport (= 7.2.1)
       globalid (>= 0.3.6)
-    activemodel (7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
-    activerecord (7.2.0.beta3)
-      activemodel (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    activemodel (7.2.1)
+      activesupport (= 7.2.1)
+    activerecord (7.2.1)
+      activemodel (= 7.2.1)
+      activesupport (= 7.2.1)
       timeout (>= 0.4.0)
-    activestorage (7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      activejob (= 7.2.0.beta3)
-      activerecord (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
+    activestorage (7.2.1)
+      actionpack (= 7.2.1)
+      activejob (= 7.2.1)
+      activerecord (= 7.2.1)
+      activesupport (= 7.2.1)
       marcel (~> 1.0)
-    activesupport (7.2.0.beta3)
+    activesupport (7.2.1)
       base64
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.3.1)
@@ -78,51 +76,26 @@ 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)
-      actionmailbox (= 7.2.0.beta3)
-      actionmailer (= 7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      actiontext (= 7.2.0.beta3)
-      actionview (= 7.2.0.beta3)
-      activejob (= 7.2.0.beta3)
-      activemodel (= 7.2.0.beta3)
-      activerecord (= 7.2.0.beta3)
-      activestorage (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
-      bundler (>= 1.15.0)
-      railties (= 7.2.0.beta3)
-    railties (7.2.0.beta3)
-      actionpack (= 7.2.0.beta3)
-      activesupport (= 7.2.0.beta3)
-      irb (~> 1.13)
-      rackup (>= 1.0.0)
-      rake (>= 12.2)
-      thor (~> 1.0, >= 1.2.2)
-      zeitwerk (~> 2.6)
-
-GEM
-  remote: https://rubygems.org/
-  specs:
     addressable (2.8.6)
       public_suffix (>= 2.0.2, < 6.0)
     ast (2.4.2)
     aws-eventstream (1.3.0)
-    aws-partitions (1.952.0)
-    aws-sdk-core (3.201.1)
+    aws-partitions (1.971.0)
+    aws-sdk-core (3.203.0)
       aws-eventstream (~> 1, >= 1.3.0)
       aws-partitions (~> 1, >= 1.651.0)
-      aws-sigv4 (~> 1.8)
+      aws-sigv4 (~> 1.9)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.88.0)
-      aws-sdk-core (~> 3, >= 3.201.0)
+    aws-sdk-kms (1.89.0)
+      aws-sdk-core (~> 3, >= 3.203.0)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.156.0)
-      aws-sdk-core (~> 3, >= 3.201.0)
+    aws-sdk-s3 (1.160.0)
+      aws-sdk-core (~> 3, >= 3.203.0)
       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)
@@ -135,9 +108,9 @@ GEM
       smart_properties
     bigdecimal (3.1.8)
     bindex (0.8.1)
-    bootsnap (1.18.3)
+    bootsnap (1.18.4)
       msgpack (~> 1.2)
-    brakeman (6.1.2)
+    brakeman (6.2.1)
       racc
     builder (3.3.0)
     capybara (3.40.0)
@@ -151,7 +124,7 @@ GEM
       xpath (~> 3.2)
     childprocess (5.0.0)
     climate_control (1.2.0)
-    concurrent-ruby (1.3.3)
+    concurrent-ruby (1.3.4)
     connection_pool (2.4.1)
     crack (1.0.0)
       bigdecimal
@@ -168,32 +141,37 @@ 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 (3.4.2)
       i18n (>= 1.8.11, < 2)
-    faraday (2.10.0)
-      faraday-net_http (>= 2.0, < 3.2)
+    faraday (2.11.0)
+      faraday-net_http (>= 2.0, < 3.4)
       logger
-    faraday-net_http (3.1.0)
+    faraday-net_http (3.3.0)
       net-http
     faraday-retry (2.2.1)
       faraday (~> 2.0)
-    ffi (1.16.3)
-    fugit (1.11.0)
+    ffi (1.17.0-aarch64-linux-gnu)
+    ffi (1.17.0-arm-linux-gnu)
+    ffi (1.17.0-arm64-darwin)
+    ffi (1.17.0-x86-linux-gnu)
+    ffi (1.17.0-x86_64-darwin)
+    ffi (1.17.0-x86_64-linux-gnu)
+    fugit (1.11.1)
       et-orbi (~> 1, >= 1.2.11)
       raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    good_job (4.1.0)
+    good_job (4.2.1)
       activejob (>= 6.1.0)
       activerecord (>= 6.1.0)
       concurrent-ruby (>= 1.3.1)
@@ -202,7 +180,7 @@ GEM
       thor (>= 1.0.0)
     hashdiff (1.1.0)
     highline (3.0.1)
-    hotwire-livereload (1.4.0)
+    hotwire-livereload (1.4.1)
       actioncable (>= 6.0.0)
       listen (>= 3.0.0)
       railties (>= 6.0.0)
@@ -218,14 +196,14 @@ 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)
       actionpack (>= 6.0.0)
       activesupport (>= 6.0.0)
       railties (>= 6.0.0)
-    inline_svg (1.9.0)
+    inline_svg (1.10.0)
       activesupport (>= 3.0)
       nokogiri (>= 1.6)
     io-console (0.7.2)
@@ -243,7 +221,7 @@ GEM
     listen (3.9.0)
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
-    logger (1.6.0)
+    logger (1.6.1)
     loofah (2.22.0)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
@@ -254,10 +232,10 @@ 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 (2.4.2)
+    minitest (5.25.1)
+    mocha (2.4.5)
       ruby2_keywords (>= 0.0.5)
     msgpack (1.7.2)
     net-http (0.4.1)
@@ -272,29 +250,29 @@ 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 (9.0.2)
-    parallel (1.24.0)
-    parser (3.3.1.0)
+    pagy (9.0.8)
+    parallel (1.25.1)
+    parser (3.3.4.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.6)
+    pg (1.5.8)
     prism (0.30.0)
-    propshaft (0.9.0)
+    propshaft (0.9.1)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
       rack
@@ -305,7 +283,7 @@ 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)
@@ -314,6 +292,20 @@ GEM
     rackup (2.1.0)
       rack (>= 3)
       webrick (~> 1.8)
+    rails (7.2.1)
+      actioncable (= 7.2.1)
+      actionmailbox (= 7.2.1)
+      actionmailer (= 7.2.1)
+      actionpack (= 7.2.1)
+      actiontext (= 7.2.1)
+      actionview (= 7.2.1)
+      activejob (= 7.2.1)
+      activemodel (= 7.2.1)
+      activerecord (= 7.2.1)
+      activestorage (= 7.2.1)
+      activesupport (= 7.2.1)
+      bundler (>= 1.15.0)
+      railties (= 7.2.1)
     rails-dom-testing (2.2.0)
       activesupport (>= 5.0.0)
       minitest
@@ -327,10 +319,18 @@ GEM
     rails-settings-cached (2.9.4)
       activerecord (>= 5.0.0)
       railties (>= 5.0.0)
+    railties (7.2.1)
+      actionpack (= 7.2.1)
+      activesupport (= 7.2.1)
+      irb (~> 1.13)
+      rackup (>= 1.0.0)
+      rake (>= 12.2)
+      thor (~> 1.0, >= 1.2.2)
+      zeitwerk (~> 2.6)
     rainbow (3.1.1)
     rake (13.2.1)
     rb-fsevent (0.11.2)
-    rb-inotify (0.10.1)
+    rb-inotify (0.11.1)
       ffi (~> 1.0)
     rbs (3.5.2)
       logger
@@ -338,17 +338,17 @@ GEM
       psych (>= 4.0.0)
     redcarpet (3.6.0)
     regexp_parser (2.9.2)
-    reline (0.5.9)
+    reline (0.5.10)
       io-console (~> 0.5)
-    rexml (3.3.2)
+    rexml (3.3.6)
       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 +371,33 @@ GEM
       rubocop-minitest
       rubocop-performance
       rubocop-rails
-    ruby-lsp (0.17.8)
+    ruby-lsp (0.17.13)
       language_server-protocol (~> 3.17.0)
       prism (>= 0.29.0, < 0.31)
       rbs (>= 3, < 4)
       sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.11)
-      ruby-lsp (>= 0.17.2, < 0.18.0)
+    ruby-lsp-rails (0.3.13)
+      ruby-lsp (>= 0.17.12, < 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 (4.23.0)
+    securerandom (0.3.1)
+    selenium-webdriver (4.24.0)
       base64 (~> 0.2)
       logger (~> 1.4)
       rexml (~> 3.2, >= 3.2.5)
       rubyzip (>= 1.2.2, < 3.0)
       websocket (~> 1.0)
-    sentry-rails (5.18.1)
+    sentry-rails (5.19.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.18.1)
-    sentry-ruby (5.18.1)
+      sentry-ruby (~> 5.19.0)
+    sentry-ruby (5.19.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
     simplecov (0.22.0)
@@ -405,27 +407,27 @@ GEM
     simplecov-html (0.12.3)
     simplecov_json_formatter (0.1.4)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11491)
+    sorbet-runtime (0.5.11528)
     stackprof (0.2.26)
-    stimulus-rails (1.3.3)
+    stimulus-rails (1.3.4)
       railties (>= 6.0.0)
     stringio (3.1.1)
     strscan (3.1.0)
-    tailwindcss-rails (2.6.3)
+    tailwindcss-rails (2.7.3)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.3-aarch64-linux)
+    tailwindcss-rails (2.7.3-aarch64-linux)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.3-arm-linux)
+    tailwindcss-rails (2.7.3-arm-linux)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.3-arm64-darwin)
+    tailwindcss-rails (2.7.3-arm64-darwin)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.3-x86_64-darwin)
+    tailwindcss-rails (2.7.3-x86_64-darwin)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.3-x86_64-linux)
+    tailwindcss-rails (2.7.3-x86_64-linux)
       railties (>= 7.0.0)
     terminal-table (3.0.2)
       unicode-display_width (>= 1.1.1, < 3)
-    thor (1.3.1)
+    thor (1.3.2)
     timeout (0.4.1)
     turbo-rails (2.0.6)
       actionpack (>= 6.0.0)
@@ -434,9 +436,10 @@ GEM
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
     unicode-display_width (2.5.0)
-    uri (0.13.0)
+    uri (0.13.1)
     useragent (0.16.10)
-    vcr (6.2.0)
+    vcr (6.3.1)
+      base64
     web-console (4.2.1)
       actionview (>= 6.0.0)
       activemodel (>= 6.0.0)
@@ -453,7 +456,7 @@ GEM
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.16)
+    zeitwerk (2.6.18)
 
 PLATFORMS
   aarch64-linux
@@ -491,7 +494,7 @@ DEPENDENCIES
   pg (~> 1.5)
   propshaft
   puma (>= 5.0)
-  rails!
+  rails (~> 7.2.1)
   rails-settings-cached
   redcarpet
   rubocop-rails-omakase
@@ -510,7 +513,7 @@ DEPENDENCIES
   webmock
 
 RUBY VERSION
-   ruby 3.3.1p55
+   ruby 3.3.4p94
 
 BUNDLED WITH
    2.5.9

Procfile.dev

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

README.md

@@ -42,7 +42,7 @@ The instructions below are for developers to get started with contributing to th
 
 ### Requirements
 
-- Ruby 3.3.1
+- Ruby 3.3.4
 - PostgreSQL >9.3 (ideally, latest stable version)
 
 After cloning the repo, the basic setup commands are:

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 +90,22 @@
       @apply font-bold;
     }
   }
+
+  .tooltip {
+    @apply hidden absolute;
+  }
+
+  .btn {
+    @apply px-3 py-2 rounded-lg text-sm font-medium;
+  }
+
+  .btn--primary {
+    @apply bg-gray-900 text-white hover:bg-gray-700;
+  }
+
+  .btn--light {
+    @apply bg-gray-25 border border-alpha-black-200 text-gray-900 hover:bg-gray-50;
+  }
 }
 
 /* Small, single purpose classes that should take precedence over other styles */
@@ -106,4 +122,4 @@
   .scrollbar::-webkit-scrollbar-thumb:hover {
     background: #a6a6a6;
   }
-}
+}

app/controllers/account/cashes_controller.rb

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

app/controllers/account/entries_controller.rb

@@ -1,52 +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 trades
-    @trades = @account.entries.account_trades.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
+  before_action :set_entry, only: %i[edit update show destroy]
 
   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|
@@ -56,6 +19,7 @@ class Account::EntriesController < ApplicationController
   end
 
   def show
+    render entryable_view_path(:show)
   end
 
   def destroy
@@ -66,6 +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
@@ -74,36 +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

app/controllers/account/holdings_controller.rb

@@ -1,5 +1,5 @@
 class Account::HoldingsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
   before_action :set_account
   before_action :set_holding, only: :show

app/controllers/account/trades_controller.rb

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

app/controllers/account/transactions_controller.rb

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

app/controllers/account/transfers_controller.rb

@@ -1,5 +1,5 @@
 class Account::TransfersController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
   before_action :set_transfer, only: :destroy
 
@@ -40,6 +40,6 @@ class Account::TransfersController < ApplicationController
     end
 
     def transfer_params
-      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :currency, :date, :name)
+      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :date, :name)
     end
 end

app/controllers/account/valuations_controller.rb

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

app/controllers/accounts_controller.rb

@@ -1,8 +1,8 @@
 class AccountsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
   include Filterable
-  before_action :set_account, only: %i[ edit show destroy sync update ]
+  before_action :set_account, only: %i[edit show destroy sync update]
 
   def index
     @institutions = Current.family.institutions
@@ -25,13 +25,16 @@ class AccountsController < ApplicationController
   def new
     @account = Account.new(accountable: Accountable.from_type(params[:type])&.new)
 
+    @account.accountable.address = Address.new if @account.accountable.is_a?(Property)
+
     if params[:institution_id]
       @account.institution = Current.family.institutions.find_by(id: params[:institution_id])
     end
   end
 
   def show
-    @balance_series = @account.series(period: @period)
+    @series = @account.series(period: @period)
+    @trend = @series.trend
   end
 
   def edit

app/controllers/application_controller.rb

@@ -4,4 +4,12 @@ class ApplicationController < ActionController::Base
 
   # 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

app/controllers/categories_controller.rb

@@ -1,7 +1,7 @@
 class CategoriesController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
-  before_action :set_category, only: %i[ edit update ]
+  before_action :set_category, only: %i[edit update]
   before_action :set_transaction, only: :create
 
   def index

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

app/controllers/category/dropdowns_controller.rb

@@ -6,17 +6,17 @@ class Category::DropdownsController < ApplicationController
   end
 
   private
-  def set_from_params
-    if params[:category_id]
-      @selected_category = categories_scope.find(params[:category_id])
+    def set_from_params
+      if params[:category_id]
+        @selected_category = categories_scope.find(params[:category_id])
+      end
+
+      if params[:transaction_id]
+        @transaction = Current.family.transactions.find(params[:transaction_id])
+      end
     end
 
-    if params[:transaction_id]
-      @transaction = Current.family.transactions.find(params[:transaction_id])
+    def categories_scope
+      Current.family.categories.alphabetically
     end
-  end
-
-  def categories_scope
-    Current.family.categories.alphabetically
-  end
 end

app/controllers/concerns/authentication.rb

@@ -13,27 +13,35 @@ module Authentication
 
   private
 
-  def authenticate_user!
-    if user = User.find_by(id: session[:user_id])
-      Current.user = user
-    else
-      redirect_to new_session_url
+    def authenticate_user!
+      if user = User.find_by(id: session[:user_id])
+        Current.user = user
+      else
+        if self_hosted_first_login?
+          redirect_to new_registration_url
+        else
+          redirect_to new_session_url
+        end
+      end
     end
-  end
 
-  def login(user)
-    Current.user = user
-    reset_session
-    session[:user_id] = user.id
-    set_last_login_at
-  end
+    def login(user)
+      Current.user = user
+      reset_session
+      session[:user_id] = user.id
+      set_last_login_at
+    end
 
-  def logout
-    Current.user = nil
-    reset_session
-  end
+    def logout
+      Current.user = nil
+      reset_session
+    end
 
-  def set_last_login_at
-    Current.user.update(last_login_at: DateTime.now)
-  end
+    def set_last_login_at
+      Current.user.update(last_login_at: DateTime.now)
+    end
+
+    def self_hosted_first_login?
+      Rails.application.config.app_mode.self_hosted? && User.count.zero?
+    end
 end

app/controllers/concerns/filterable.rb

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

app/controllers/concerns/invitable.rb

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

app/controllers/concerns/self_hostable.rb

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

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])

app/controllers/imports_controller.rb

@@ -1,7 +1,7 @@
 require "ostruct"
 
 class ImportsController < ApplicationController
-  before_action :set_import, except: %i[ index new create ]
+  before_action :set_import, except: %i[index new create]
 
   def index
     @imports = Current.family.imports
@@ -18,14 +18,14 @@ class ImportsController < ApplicationController
 
   def update
     account = Current.family.accounts.find(params[:import][:account_id])
+    @import.update! account: account, col_sep: params[:import][:col_sep]
 
-    @import.update! account: account
     redirect_to load_import_path(@import), notice: t(".import_updated")
   end
 
   def create
     account = Current.family.accounts.find(params[:import][:account_id])
-    @import = Import.create!(account: account)
+    @import = Import.create! account: account, col_sep: params[:import][:col_sep]
 
     redirect_to load_import_path(@import), notice: t(".import_created")
   end
@@ -40,7 +40,7 @@ class ImportsController < ApplicationController
 
   def upload_csv
     begin
-      @import.raw_csv_str = import_params[:raw_csv_str].read
+      @import.raw_file_str = import_params[:raw_file_str].read
     rescue NoMethodError
       flash.now[:alert] = "Please select a file to upload"
       render :load, status: :unprocessable_entity and return
@@ -113,6 +113,6 @@ class ImportsController < ApplicationController
     end
 
     def import_params(permitted_mappings = nil)
-      params.require(:import).permit(:raw_csv_str, column_mappings: permitted_mappings, csv_update: [ :row_idx, :col_idx, :value ])
+      params.require(:import).permit(:raw_file_str, column_mappings: permitted_mappings, csv_update: [ :row_idx, :col_idx, :value ])
     end
 end

app/controllers/institutions_controller.rb

@@ -1,5 +1,5 @@
 class InstitutionsController < ApplicationController
-  before_action :set_institution, except: %i[ new create ]
+  before_action :set_institution, except: %i[new create]
 
   def new
     @institution = Institution.new
@@ -23,6 +23,11 @@ class InstitutionsController < ApplicationController
     redirect_to accounts_path, notice: t(".success")
   end
 
+  def sync
+    @institution.sync
+    redirect_back_or_to accounts_path, notice: t(".success")
+  end
+
   private
 
     def institution_params

app/controllers/invite_codes_controller.rb

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

app/controllers/issue/exchange_rate_provider_missings_controller.rb

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

app/controllers/issues_controller.rb

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

app/controllers/merchants_controller.rb

@@ -1,7 +1,7 @@
 class MerchantsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
-  before_action :set_merchant, only: %i[ edit update destroy ]
+  before_action :set_merchant, only: %i[edit update destroy]
 
   def index
     @merchants = Current.family.merchants.alphabetically
@@ -31,11 +31,11 @@ class MerchantsController < ApplicationController
 
   private
 
-  def set_merchant
-    @merchant = Current.family.merchants.find(params[:id])
-  end
+    def set_merchant
+      @merchant = Current.family.merchants.find(params[:id])
+    end
 
-  def merchant_params
-    params.require(:merchant).permit(:name, :color)
-  end
+    def merchant_params
+      params.require(:merchant).permit(:name, :color)
+    end
 end

app/controllers/pages_controller.rb

@@ -1,5 +1,5 @@
 class PagesController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
   include Filterable
 
@@ -31,7 +31,7 @@ class PagesController < ApplicationController
   end
 
   def changelog
-    @releases_notes = Provider::Github.new.fetch_latest_releases_notes
+    @release_notes = Provider::Github.new.fetch_latest_release_notes
   end
 
   def feedback

app/controllers/password_resets_controller.rb

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

app/controllers/passwords_controller.rb

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

app/controllers/properties_controller.rb

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

app/controllers/registrations_controller.rb

@@ -28,17 +28,17 @@ class RegistrationsController < ApplicationController
 
   private
 
-  def set_user
-    @user = User.new user_params.except(:invite_code)
-  end
-
-  def user_params
-    params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
-  end
-
-  def claim_invite_code
-    unless InviteCode.claim! params[:user][:invite_code]
-      redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
+    def set_user
+      @user = User.new user_params.except(:invite_code)
+    end
+
+    def user_params
+      params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
+    end
+
+    def claim_invite_code
+      unless InviteCode.claim! params[:user][:invite_code]
+        redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
+      end
     end
-  end
 end

app/controllers/settings/billings_controller.rb

@@ -1,7 +0,0 @@
-class Settings::BillingsController < SettingsController
-  def edit
-  end
-
-  def update
-  end
-end

app/controllers/settings/hostings_controller.rb

@@ -55,13 +55,13 @@ class Settings::HostingsController < SettingsController
     end
 
     def hosting_params
-      permitted_params = params.require(:setting).permit(:render_deploy_hook, :upgrades_mode, :email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password)
+      permitted_params = params.require(:setting).permit(:render_deploy_hook, :upgrades_mode, :email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password, :require_invite_for_signup)
 
       result = {}
       result[:upgrades_mode] = permitted_params[:upgrades_mode] == "manual" ? "manual" : "auto" if permitted_params.key?(:upgrades_mode)
       result[:render_deploy_hook] = permitted_params[:render_deploy_hook] if permitted_params.key?(:render_deploy_hook)
       result[:upgrades_target] = permitted_params[:upgrades_mode] unless permitted_params[:upgrades_mode] == "manual" if permitted_params.key?(:upgrades_mode)
-      result.merge!(permitted_params.slice(:email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password))
+      result.merge!(permitted_params.slice(:email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password, :require_invite_for_signup))
       result
     end
 

app/controllers/settings/notifications_controller.rb

@@ -1,7 +0,0 @@
-class Settings::NotificationsController < SettingsController
-  def edit
-  end
-
-  def update
-  end
-end

app/controllers/settings/profiles_controller.rb

@@ -17,7 +17,7 @@ class Settings::ProfilesController < SettingsController
     if Current.user.update(user_params_with_family)
       redirect_to settings_profile_path, notice: t(".success")
     else
-      redirect_to settings_profile_path, alert: t(".file_size_error")
+      redirect_to settings_profile_path, alert: Current.user.errors.full_messages.to_sentence
     end
   end
 
@@ -32,8 +32,8 @@ class Settings::ProfilesController < SettingsController
 
   private
 
-  def user_params
-    params.require(:user).permit(:first_name, :last_name, :profile_image,
-                                 family_attributes: [ :name, :id ])
-  end
+    def user_params
+      params.require(:user).permit(:first_name, :last_name, :profile_image,
+                                   family_attributes: [ :name, :id ])
+    end
 end

app/controllers/settings/securities_controller.rb

@@ -1,7 +0,0 @@
-class Settings::SecuritiesController < SettingsController
-  def edit
-  end
-
-  def update
-  end
-end

app/controllers/settings_controller.rb

@@ -1,3 +1,3 @@
 class SettingsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 end

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

app/controllers/tags_controller.rb

@@ -1,7 +1,7 @@
 class TagsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
-  before_action :set_tag, only: %i[ edit update ]
+  before_action :set_tag, only: %i[edit update]
 
   def index
     @tags = Current.family.tags.alphabetically

app/controllers/transactions_controller.rb

@@ -1,5 +1,5 @@
 class TransactionsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
   def index
     @q = search_params

app/controllers/vehicles_controller.rb

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

app/helpers/account/cashes_helper.rb

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

app/helpers/account/entries_helper.rb

@@ -30,6 +30,28 @@ 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 || "Transaction"
+    end
+  end
+
+  def entries_by_date(entries, selectable: true)
+    entries.group_by(&:date).map do |date, grouped_entries|
+      content = capture do
+        yield grouped_entries
+      end
+
+      render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable: }
+    end.join.html_safe
+  end
+
   private
 
     def permitted_entryable_key(entry)

app/helpers/accounts_helper.rb

@@ -23,13 +23,40 @@ 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) }
-    value_tab = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: valuation_account_entries_path(account) }
-    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), content_path: transaction_account_entries_path(account) }
-    trades_tab = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), content_path: trade_account_entries_path(account) }
+  # Eventually, we'll have an accountable form for each type of accountable, so
+  # this helper is a convenience for now to reuse common logic in the accounts controller
+  def new_account_form_url(account)
+    case account.accountable_type
+    when "Property"
+      properties_path
+    when "Vehicle"
+      vehicles_path
+    else
+      accounts_path
+    end
+  end
 
-    return [ holdings_tab, trades_tab ] if account.investment?
+  def edit_account_form_url(account)
+    case account.accountable_type
+    when "Property"
+      property_path(account)
+    when "Vehicle"
+      vehicle_path(account)
+    else
+      account_path(account)
+    end
+  end
+
+  def account_tabs(account)
+    overview_tab = { key: "overview", label: t("accounts.show.overview"), path: account_path(account, tab: "overview"), partial_path: "accounts/overview" }
+    holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), route: account_holdings_path(account) }
+    cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), route: account_cashes_path(account) }
+    value_tab        = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), route: account_valuations_path(account) }
+    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), route: account_transactions_path(account) }
+    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), route: account_trades_path(account) }
+
+    return [ overview_tab, value_tab ] if account.property? || account.vehicle?
+    return [ holdings_tab, cash_tab, trades_tab ] if account.investment?
 
     [ value_tab, transactions_tab ]
   end
@@ -42,6 +69,11 @@ module AccountsHelper
     tab || available_tabs.first
   end
 
+  def account_groups(period: nil)
+    assets, liabilities = Current.family.accounts.by_group(currency: Current.family.currency, period: period || Period.last_30_days).values_at(:assets, :liabilities)
+    [ assets.children, liabilities.children ].flatten
+  end
+
   private
 
     def class_mapping(accountable_type)

app/helpers/application_helper.rb

@@ -57,11 +57,6 @@ module ApplicationHelper
     render partial: "shared/drawer", locals: { content: content }
   end
 
-  def account_groups(period: nil)
-    assets, liabilities = Current.family.accounts.by_group(currency: Current.family.currency, period: period || Period.last_30_days).values_at(:assets, :liabilities)
-    [ assets.children, liabilities.children ].flatten
-  end
-
   def sidebar_link_to(name, path, options = {})
     is_current = current_page?(path) || (request.path.start_with?(path) && path != "/")
 

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)

app/helpers/menus_helper.rb

@@ -1,12 +1,12 @@
 module MenusHelper
   def contextual_menu(&block)
-    tag.div class: "relative cursor-pointer", data: { controller: "menu" } do
+    tag.div data: { controller: "menu" } do
       concat contextual_menu_icon
       concat contextual_menu_content(&block)
     end
   end
 
-  def contextual_menu_modal_action_item(label, url, icon: "pencil-line", turbo_frame: nil)
+  def contextual_menu_modal_action_item(label, url, icon: "pencil-line", turbo_frame: :modal)
     link_to url, class: "flex items-center rounded-lg text-gray-900 hover:bg-gray-50 py-2 px-3 gap-2", data: { turbo_frame: } do
       concat(lucide_icon(icon, class: "shrink-0 w-5 h-5 text-gray-500"))
       concat(tag.span(label, class: "text-sm"))
@@ -25,13 +25,14 @@ module MenusHelper
 
   private
     def contextual_menu_icon
-      tag.button class: "flex hover:bg-gray-100 p-2 rounded", data: { menu_target: "button" } do
+      tag.button class: "flex hover:bg-gray-100 p-2 rounded cursor-pointer", data: { menu_target: "button" } do
         lucide_icon "more-horizontal", class: "w-5 h-5 text-gray-500"
       end
     end
 
     def contextual_menu_content(&block)
-      tag.div class: "absolute z-10 top-10 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs hidden", data: { menu_target: "content" } do
+      tag.div class: "z-50 border border-alpha-black-25 bg-white rounded-lg shadow-xs hidden",
+               data: { menu_target: "content" } do
         capture(&block)
       end
     end

app/helpers/properties_helper.rb

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

app/helpers/settings_helper.rb

@@ -1,14 +1,46 @@
 module SettingsHelper
-  def next_setting(title, path)
-    render partial: "settings/nav_link_large", locals: { path: path, direction: "next", title: title }
-  end
+  SETTINGS_ORDER = [
+    { name: I18n.t("settings.nav.profile_label"), path: :settings_profile_path },
+    { name: I18n.t("settings.nav.preferences_label"), path: :settings_preferences_path },
+    { name: I18n.t("settings.nav.self_hosting_label"), path: :settings_hosting_path, condition: :self_hosted? },
+    { name: I18n.t("settings.nav.accounts_label"), path: :accounts_path },
+    { name: I18n.t("settings.nav.tags_label"), path: :tags_path },
+    { name: I18n.t("settings.nav.categories_label"), path: :categories_path },
+    { name: I18n.t("settings.nav.merchants_label"), path: :merchants_path },
+    { name: I18n.t("settings.nav.imports_label"), path: :imports_path },
+    { name: I18n.t("settings.nav.whats_new_label"), path: :changelog_path },
+    { name: I18n.t("settings.nav.feedback_label"), path: :feedback_path }
+  ]
 
-  def previous_setting(title, path)
-    render partial: "settings/nav_link_large", locals: { path: path, direction: "previous", title: title }
+  def adjacent_setting(current_path, offset)
+    visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) }
+    current_index = visible_settings.index { |setting| send(setting[:path]) == current_path }
+    return nil unless current_index
+
+    adjacent_index = current_index + offset
+    return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size
+
+    adjacent = visible_settings[adjacent_index]
+
+    render partial: "settings/nav_link_large", locals: {
+      path: send(adjacent[:path]),
+      direction: offset > 0 ? "next" : "previous",
+      title: adjacent[:name]
+    }
   end
 
   def settings_section(title:, subtitle: nil, &block)
     content = capture(&block)
     render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content }
   end
+
+  def settings_nav_footer
+    previous_setting = adjacent_setting(request.path, -1)
+    next_setting = adjacent_setting(request.path, 1)
+
+    content_tag :div, class: "flex justify-between gap-4" do
+      concat(previous_setting)
+      concat(next_setting)
+    end
+  end
 end

app/helpers/vehicles_helper.rb

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

app/javascript/controllers/clipboard_controller.js

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

app/javascript/controllers/color_avatar_controller.js

@@ -1,32 +1,29 @@
-import {Controller} from "@hotwired/stimulus";
+import { Controller } from "@hotwired/stimulus";
 
-// Connects to data-controller="merchant-avatar"
+// Connects to data-controller="color-avatar"
 // Used by the transaction merchant form to show a preview of what the avatar will look like
 export default class extends Controller {
   static targets = [
     "name",
-    "color",
     "avatar"
   ];
 
   connect() {
     this.nameTarget.addEventListener("input", this.handleNameChange);
-    this.colorTarget.addEventListener("input", this.handleColorChange);
   }
 
   disconnect() {
     this.nameTarget.removeEventListener("input", this.handleNameChange);
-    this.colorTarget.removeEventListener("input", this.handleColorChange);
   }
 
   handleNameChange = (e) => {
     this.avatarTarget.textContent = (e.currentTarget.value?.[0] || "?").toUpperCase();
   }
 
-  handleColorChange = (e) => {
+  handleColorChange(e) {
     const color = e.currentTarget.value;
     this.avatarTarget.style.backgroundColor = `color-mix(in srgb, ${color} 5%, white)`;
     this.avatarTarget.style.borderColor = `color-mix(in srgb, ${color} 10%, white)`;
     this.avatarTarget.style.color = color;
   }
-}
+}

app/javascript/controllers/import_upload_controller.js

@@ -2,6 +2,11 @@ import { Controller } from "@hotwired/stimulus"
 
 export default class extends Controller {
   static targets = ["input", "preview", "submit", "filename", "filesize"]
+  static values = {
+    acceptedTypes: Array, // ["text/csv", "application/csv", ".csv"]
+    acceptedExtension: String, // "csv"
+    unacceptableTypeLabel: String, // "Only CSV files are allowed."
+  };
 
   connect() {
     this.submitTarget.disabled = true
@@ -30,12 +35,12 @@ export default class extends Controller {
     event.currentTarget.classList.remove("bg-gray-100")
 
     const file = event.dataTransfer.files[0]
-    if (file && this._isCSVFile(file)) {
+    if (file && this._formatAcceptable(file)) {
       this._setFileInput(file);
       this._fileAdded(file)
     } else {
       this.previewTarget.classList.add("text-red-500")
-      this.previewTarget.textContent = "Only CSV files are allowed."
+      this.previewTarget.textContent = this.unacceptableTypeLabelValue
     }
   }
 
@@ -57,7 +62,7 @@ export default class extends Controller {
     if (file) {
       if (file.size > fileSizeLimit) {
         this.previewTarget.classList.add("text-red-500")
-        this.previewTarget.textContent = "File size exceeds the limit of 5MB"
+        this.previewTarget.textContent = this.unacceptableTypeLabelValue
         return
       }
 
@@ -80,10 +85,9 @@ export default class extends Controller {
     }
   }
 
-  _isCSVFile(file) {
-    const acceptedTypes = ["text/csv", "application/csv", ".csv"]
+  _formatAcceptable(file) {
     const extension = file.name.split('.').pop().toLowerCase()
-    return acceptedTypes.includes(file.type) || extension === "csv"
+    return this.acceptedTypesValue.includes(file.type) || extension === this.acceptedExtensionValue
   }
 
   _setFileInput(file) {

app/javascript/controllers/menu_controller.js

@@ -1,61 +1,57 @@
 import { Controller } from "@hotwired/stimulus";
+import { computePosition, flip, shift, offset, autoUpdate } from '@floating-ui/dom';
 
 /**
  * A "menu" can contain arbitrary content including non-clickable items, links, buttons, and forms.
- *
- * - If you need a form-enabled "select" element, use the "listbox" controller instead.
  */
 export default class extends Controller {
-  static targets = [
-    "button",
-    "content",
-    "submenu",
-    "submenuButton",
-    "submenuContent",
-  ];
+  static targets = ["button", "content"];
 
   static values = {
-    show: { type: Boolean, default: false },
-    showSubmenu: { type: Boolean, default: false },
+    show: Boolean,
+    placement: { type: String, default: "bottom-end" },
+    offset: { type: Number, default: 6 },
   };
 
-  initialize() {
+  connect() {
     this.show = this.showValue;
-    this.showSubmenu = this.showSubmenuValue;
+    this.boundUpdate = this.update.bind(this);
+    this.addEventListeners();
+    this.startAutoUpdate();
   }
 
-  connect() {
+  disconnect() {
+    this.removeEventListeners();
+    this.stopAutoUpdate();
+    this.close();
+  }
+
+  addEventListeners() {
     this.buttonTarget.addEventListener("click", this.toggle);
     this.element.addEventListener("keydown", this.handleKeydown);
     document.addEventListener("click", this.handleOutsideClick);
     document.addEventListener("turbo:load", this.handleTurboLoad);
   }
 
-  disconnect() {
-    this.element.removeEventListener("keydown", this.handleKeydown);
+  removeEventListeners() {
     this.buttonTarget.removeEventListener("click", this.toggle);
+    this.element.removeEventListener("keydown", this.handleKeydown);
     document.removeEventListener("click", this.handleOutsideClick);
     document.removeEventListener("turbo:load", this.handleTurboLoad);
-    this.close();
   }
 
-  // If turbo reloads, we maintain the state of the menu
   handleTurboLoad = () => {
     if (!this.show) this.close();
   };
 
   handleOutsideClick = (event) => {
-    if (this.show && !this.element.contains(event.target)) {
-      this.close();
-    }
+    if (this.show && !this.element.contains(event.target)) this.close();
   };
 
   handleKeydown = (event) => {
-    switch (event.key) {
-      case "Escape":
-        this.close();
-        this.buttonTarget.focus(); // Bring focus back to the button
-        break;
+    if (event.key === "Escape") {
+      this.close();
+      this.buttonTarget.focus();
     }
   };
 
@@ -63,6 +59,7 @@ export default class extends Controller {
     this.show = !this.show;
     this.contentTarget.classList.toggle("hidden", !this.show);
     if (this.show) {
+      this.update();
       this.focusFirstElement();
     }
   };
@@ -73,12 +70,40 @@ export default class extends Controller {
   }
 
   focusFirstElement() {
-    const focusableElements =
-      'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])';
-    const firstFocusableElement =
-      this.contentTarget.querySelectorAll(focusableElements)[0];
+    const focusableElements = 'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])';
+    const firstFocusableElement = this.contentTarget.querySelectorAll(focusableElements)[0];
     if (firstFocusableElement) {
       firstFocusableElement.focus();
     }
   }
+
+  startAutoUpdate() {
+    if (!this._cleanup) {
+      this._cleanup = autoUpdate(this.buttonTarget, this.contentTarget, this.boundUpdate);
+    }
+  }
+
+  stopAutoUpdate() {
+    if (this._cleanup) {
+      this._cleanup();
+      this._cleanup = null;
+    }
+  }
+
+  update() {
+    computePosition(this.buttonTarget, this.contentTarget, {
+      placement: this.placementValue,
+      middleware: [
+        offset(this.offsetValue),
+        flip(),
+        shift({ padding: 5 })
+      ],
+    }).then(({ x, y }) => {
+      Object.assign(this.contentTarget.style, {
+        position: 'fixed',
+        left: `${x}px`,
+        top: `${y}px`,
+      });
+    });
+  }
 }

app/javascript/controllers/tooltip_controller.js

@@ -0,0 +1,83 @@
+import { Controller } from '@hotwired/stimulus'
+import {
+  computePosition,
+  flip,
+  shift,
+  offset,
+  autoUpdate
+} from '@floating-ui/dom';
+
+export default class extends Controller {
+  static targets = ["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._cleanup = null;
+    this.boundUpdate = this.update.bind(this);
+    this.startAutoUpdate();
+    this.addEventListeners();
+  }
+
+  disconnect() {
+    this.removeEventListeners();
+    this.stopAutoUpdate();
+  }
+
+  addEventListeners() {
+    this.element.addEventListener("mouseenter", this.show);
+    this.element.addEventListener("mouseleave", this.hide);
+  }
+
+  removeEventListeners() {
+    this.element.removeEventListener("mouseenter", this.show);
+    this.element.removeEventListener("mouseleave", this.hide);
+  }
+
+  show = () => {
+    this.tooltipTarget.style.display = 'block';
+    this.update(); // Ensure immediate update when shown
+  }
+
+  hide = () => {
+    this.tooltipTarget.style.display = 'none';
+  }
+
+  startAutoUpdate() {
+    if (!this._cleanup) {
+      this._cleanup = autoUpdate(
+        this.element,
+        this.tooltipTarget,
+        this.boundUpdate
+      );
+    }
+  }
+
+  stopAutoUpdate() {
+    if (this._cleanup) {
+      this._cleanup();
+      this._cleanup = null;
+    }
+  }
+
+  update() {
+    // Update position even if not visible, to ensure correct positioning when shown
+    computePosition(this.element, this.tooltipTarget, {
+      placement: this.placementValue,
+      middleware: [
+        offset({ mainAxis: this.offsetValue, crossAxis: this.crossAxisValue, alignmentAxis: this.alignmentAxisValue }),
+        flip(),
+        shift({ padding: 5 })
+      ],
+    }).then(({ x, y, placement, middlewareData }) => {
+      Object.assign(this.tooltipTarget.style, {
+        left: `${x}px`,
+        top: `${y}px`,
+      });
+    });
+  }
+}

app/javascript/controllers/trade_form_controller.js

@@ -0,0 +1,64 @@
+import {Controller} from "@hotwired/stimulus"
+
+const TRADE_TYPES = {
+  BUY: "buy",
+  SELL: "sell",
+  TRANSFER_IN: "transfer_in",
+  TRANSFER_OUT: "transfer_out",
+  INTEREST: "interest"
+}
+
+const FIELD_VISIBILITY = {
+  [TRADE_TYPES.BUY]: {ticker: true, qty: true, price: true},
+  [TRADE_TYPES.SELL]: {ticker: true, qty: true, price: true},
+  [TRADE_TYPES.TRANSFER_IN]: {amount: true, transferAccount: true},
+  [TRADE_TYPES.TRANSFER_OUT]: {amount: true, transferAccount: true},
+  [TRADE_TYPES.INTEREST]: {amount: true}
+}
+
+// Connects to data-controller="trade-form"
+export default class extends Controller {
+  static targets = ["typeInput", "tickerInput", "amountInput", "transferAccountInput", "qtyInput", "priceInput"]
+
+  connect() {
+    this.handleTypeChange = this.handleTypeChange.bind(this)
+    this.typeInputTarget.addEventListener("change", this.handleTypeChange)
+    this.updateFields(this.typeInputTarget.value || TRADE_TYPES.BUY)
+  }
+
+  disconnect() {
+    this.typeInputTarget.removeEventListener("change", this.handleTypeChange)
+  }
+
+  handleTypeChange(event) {
+    this.updateFields(event.target.value)
+  }
+
+  updateFields(type) {
+    const visibleFields = FIELD_VISIBILITY[type] || {}
+
+    Object.entries(this.fieldTargets).forEach(([field, target]) => {
+      const isVisible = visibleFields[field] || false
+
+      // Update visibility
+      target.hidden = !isVisible
+
+      // Update required status based on visibility
+      if (isVisible) {
+        target.setAttribute('required', '')
+      } else {
+        target.removeAttribute('required')
+      }
+    })
+  }
+
+  get fieldTargets() {
+    return {
+      ticker: this.tickerInputTarget,
+      amount: this.amountInputTarget,
+      transferAccount: this.transferAccountInputTarget,
+      qty: this.qtyInputTarget,
+      price: this.priceInputTarget
+    }
+  }
+}

app/mailers/application_mailer.rb

@@ -5,12 +5,12 @@ class ApplicationMailer < ActionMailer::Base
 
   private
 
-  def set_self_host_settings
-    mail.from = Setting.email_sender
-    mail.delivery_method.settings.merge!({ address: Setting.smtp_host,
-                                           port: Setting.smtp_port,
-                                           user_name: Setting.smtp_username,
-                                           password: Setting.smtp_password,
-                                           tls: ENV.fetch("SMTP_TLS_ENABLED", "true") == "true" })
-  end
+    def set_self_host_settings
+      mail.from = Setting.email_sender
+      mail.delivery_method.settings.merge!({ address: Setting.smtp_host,
+                                             port: Setting.smtp_port,
+                                             user_name: Setting.smtp_username,
+                                             password: Setting.smtp_password,
+                                             tls: ENV.fetch("SMTP_TLS_ENABLED", "true") == "true" })
+    end
 end

app/models/account.rb

@@ -1,6 +1,5 @@
 class Account < ApplicationRecord
-  include Syncable
-  include Monetizable
+  include Syncable, Monetizable, Issuable
 
   validates :name, :balance, :currency, presence: true
 
@@ -15,6 +14,7 @@ class Account < ApplicationRecord
   has_many :balances, dependent: :destroy
   has_many :imports, dependent: :destroy
   has_many :syncs, dependent: :destroy
+  has_many :issues, as: :issuable, dependent: :destroy
 
   monetize :balance
 
@@ -28,8 +28,12 @@ class Account < ApplicationRecord
 
   delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy
 
+  accepts_nested_attributes_for :accountable
+
+  delegate :value, :series, to: :accountable
+
   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|
@@ -49,51 +53,42 @@ class Account < ApplicationRecord
     end
 
     def create_with_optional_start_balance!(attributes:, start_date: nil, start_balance: nil)
-      account = self.new(attributes.except(:accountable_type))
-      account.accountable = Accountable.from_type(attributes[:accountable_type])&.new
+      transaction do
+        attributes[:accountable_attributes] ||= {} # Ensure accountable is created
+        account = new(attributes)
 
-      # Always build the initial valuation
-      account.entries.build \
-        date: Date.current,
-        amount: attributes[:balance],
-        currency: account.currency,
-        entryable: Account::Valuation.new
-
-      # Conditionally build the optional start valuation
-      if start_date.present? && start_balance.present?
+        # Always initialize an account with a valuation entry to begin tracking value history
         account.entries.build \
-          date: start_date,
-          amount: start_balance,
+          date: Date.current,
+          amount: account.balance,
           currency: account.currency,
           entryable: Account::Valuation.new
-      end
 
-      account.save!
-      account
+        if start_date.present? && start_balance.present?
+          account.entries.build \
+            date: start_date,
+            amount: start_balance,
+            currency: account.currency,
+            entryable: Account::Valuation.new
+        end
+
+        account.save!
+        account
+      end
     end
   end
 
-  def alert
-    latest_sync = syncs.latest
-    [ latest_sync&.error, *latest_sync&.warnings ].compact.first
+  def owns_ticker?(ticker)
+    security_id = Security.find_by(ticker: ticker)&.id
+    entries.account_trades
+           .joins("JOIN account_trades ON account_entries.entryable_id = account_trades.id")
+           .where(account_trades: { security_id: security_id }).any?
   end
 
   def favorable_direction
     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)
 

app/models/account/balance.rb

@@ -1,9 +1,9 @@
 class Account::Balance < ApplicationRecord
-    include Monetizable
+  include Monetizable
 
-    belongs_to :account
-    validates :account, :date, :balance, presence: true
-    monetize :balance
-    scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
-    scope :chronological, -> { order(:date) }
+  belongs_to :account
+  validates :account, :date, :balance, presence: true
+  monetize :balance
+  scope :in_period, ->(period) { period.date_range.nil? ? all : where(date: period.date_range) }
+  scope :chronological, -> { order(:date) }
 end

app/models/account/balance/syncer.rb

@@ -1,9 +1,6 @@
 class Account::Balance::Syncer
-  attr_reader :warnings
-
   def initialize(account, start_date: nil)
     @account = account
-    @warnings = []
     @sync_start_date = calculate_sync_start_date(start_date)
   end
 
@@ -20,6 +17,8 @@ class Account::Balance::Syncer
         account.update! balance: daily_balances.select { |db| db.currency == account.currency }.last&.balance
       end
     end
+  rescue Money::ConversionError => e
+    account.observe_missing_exchange_rates(from: e.from_currency, to: e.to_currency, dates: [ e.date ])
   end
 
   private
@@ -67,20 +66,26 @@ class Account::Balance::Syncer
       from_currency = account.currency
       to_currency = account.family.currency
 
+      if ExchangeRate.exchange_rates_provider.nil?
+        account.observe_missing_exchange_rate_provider
+        return []
+      end
+
       exchange_rates = ExchangeRate.find_rates from: from_currency,
                                                to: to_currency,
                                                start_date: sync_start_date
 
+      missing_exchange_rates = balances.map(&:date) - exchange_rates.map(&:date)
+
+      if missing_exchange_rates.any?
+        account.observe_missing_exchange_rates(from: from_currency, to: to_currency, dates: missing_exchange_rates)
+        return []
+      end
+
       balances.map do |balance|
         exchange_rate = exchange_rates.find { |er| er.date == balance.date }
-
-        raise Money::ConversionError.new("missing exchange rate from #{from_currency} to #{to_currency} on date #{balance.date}") unless exchange_rate
-
         build_balance(balance.date, exchange_rate.rate * balance.balance, to_currency)
       end
-    rescue Money::ConversionError
-      @warnings << "missing exchange rates from #{from_currency} to #{to_currency}"
-      []
     end
 
     def build_balance(date, balance, currency = nil)

app/models/account/entry.rb

@@ -204,7 +204,13 @@ 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,
+            :invalid_sell_quantity,
+            sell_qty: account_trade.qty.abs,
+            ticker: account_trade.security.ticker,
+            current_qty: current_qty
+          )
         end
       end
     end

app/models/account/entry_builder.rb

@@ -0,0 +1,45 @@
+class Account::EntryBuilder
+  include ActiveModel::Model
+
+  TYPES = %w[income expense buy sell interest transfer_in transfer_out].freeze
+
+  attr_accessor :type, :date, :qty, :ticker, :price, :amount, :currency, :account, :transfer_account_id
+
+  validates :type, inclusion: { in: TYPES }
+
+  def save
+    if valid?
+      create_builder.save
+    end
+  end
+
+  private
+
+    def create_builder
+      case type
+      when "buy", "sell"
+        create_trade_builder
+      else
+        create_transaction_builder
+      end
+    end
+
+    def create_trade_builder
+      Account::TradeBuilder.new \
+        type: type,
+        date: date,
+        qty: qty,
+        ticker: ticker,
+        price: price,
+        account: account
+    end
+
+    def create_transaction_builder
+      Account::TransactionBuilder.new \
+        type: type,
+        date: date,
+        amount: amount,
+        account: account,
+        transfer_account_id: transfer_account_id
+    end
+end

app/models/account/entryable.rb

@@ -1,7 +1,7 @@
 module Account::Entryable
   extend ActiveSupport::Concern
 
-  TYPES = %w[ Account::Valuation Account::Transaction Account::Trade ]
+  TYPES = %w[Account::Valuation Account::Transaction Account::Trade]
 
   def self.from_type(entryable_type)
     entryable_type.presence_in(TYPES).constantize

app/models/account/holding.rb

@@ -10,15 +10,20 @@ class Account::Holding < ApplicationRecord
 
   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 :symbol, to: :security
+  delegate :ticker, to: :security
+
+  def name
+    security.name || ticker
+  end
 
   def weight
     return nil unless amount
 
-    portfolio_value = account.holdings.current.where.not(amount: nil).sum(&:amount)
+    portfolio_value = account.holdings.current.known_value.sum(&:amount)
     portfolio_value.zero? ? 1 : amount / portfolio_value * 100
   end
 

app/models/account/holding/syncer.rb

@@ -1,9 +1,6 @@
 class Account::Holding::Syncer
-  attr_reader :warnings
-
   def initialize(account, start_date: nil)
     @account = account
-    @warnings = []
     @sync_date_range = calculate_sync_start_date(start_date)..Date.current
     @portfolio = {}
 
@@ -32,16 +29,44 @@ 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|
+      @portfolio.map do |ticker, holding|
         trade = trades.find { |trade| trade.account_trade.security_id == holding[:security_id] }
         trade_price = trade&.account_trade&.price
 
-        price = Security::Price.find_by(date: date, isin: isin)&.price || trade_price
+        price = get_cached_price(ticker, date) || trade_price
+
+        account.observe_missing_price(ticker:, date:) unless price
 
         account.holdings.build \
           date: date,
@@ -58,10 +83,10 @@ 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,
@@ -86,7 +111,7 @@ 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,

app/models/account/sync.rb

@@ -16,34 +16,27 @@ class Account::Sync < ApplicationRecord
   def run
     start!
 
+    account.resolve_stale_issues
+
     sync_balances
     sync_holdings
 
     complete!
   rescue StandardError => error
+    account.observe_unknown_issue(error)
     fail! error
+
+    raise error if Rails.env.development?
   end
 
   private
 
     def sync_balances
-      syncer = Account::Balance::Syncer.new(account, start_date: start_date)
-
-      syncer.run
-
-      append_warnings(syncer.warnings)
+      Account::Balance::Syncer.new(account, start_date: start_date).run
     end
 
     def sync_holdings
-      syncer = Account::Holding::Syncer.new(account, start_date: start_date)
-
-      syncer.run
-
-      append_warnings(syncer.warnings)
-    end
-
-    def append_warnings(new_warnings)
-      update! warnings: warnings + new_warnings
+      Account::Holding::Syncer.new(account, start_date: start_date).run
     end
 
     def start!
@@ -53,12 +46,17 @@ class Account::Sync < ApplicationRecord
 
     def complete!
       update! status: "completed"
-      broadcast_result type: "notice", message: "Sync complete"
+
+      if account.has_issues?
+        broadcast_result type: "alert", message: account.highest_priority_issue.title
+      else
+        broadcast_result type: "notice", message: "Sync complete"
+      end
     end
 
     def fail!(error)
       update! status: "failed", error: error.message
-      broadcast_result type: "alert", message: error.message
+      broadcast_result type: "alert", message: I18n.t("account.sync.failed")
     end
 
     def broadcast_start
@@ -78,6 +76,7 @@ class Account::Sync < ApplicationRecord
         partial: "shared/notification",
         locals: { type: type, message: message }
       )
+
       account.family.broadcast_refresh
     end
 end

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)

app/models/account/trade_builder.rb

@@ -0,0 +1,46 @@
+class Account::TradeBuilder < Account::EntryBuilder
+  include ActiveModel::Model
+
+  TYPES = %w[buy sell].freeze
+
+  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

app/models/account/transaction.rb

@@ -25,7 +25,7 @@ class Account::Transaction < ApplicationRecord
     private
 
       def searchable_keys
-        %i[ categories merchants ]
+        %i[categories merchants]
       end
   end
 

app/models/account/transaction_builder.rb

@@ -0,0 +1,63 @@
+class Account::TransactionBuilder
+  include ActiveModel::Model
+
+  TYPES = %w[income expense interest transfer_in transfer_out].freeze
+
+  attr_accessor :type, :amount, :date, :account, :transfer_account_id
+
+  validates :type, :amount, :date, presence: true
+  validates :type, inclusion: { in: TYPES }
+
+  def save
+    if valid?
+      transfer? ? create_transfer : create_transaction
+    end
+  end
+
+  private
+
+    def transfer?
+      %w[transfer_in transfer_out].include?(type)
+    end
+
+    def create_transfer
+      return create_unlinked_transfer(account.id, signed_amount) if transfer_account_id.blank?
+
+      from_account_id = type == "transfer_in" ? transfer_account_id : account.id
+      to_account_id = type == "transfer_in" ? account.id : transfer_account_id
+
+      outflow = create_unlinked_transfer(from_account_id, signed_amount.abs)
+      inflow = create_unlinked_transfer(to_account_id, signed_amount.abs * -1)
+
+      Account::Transfer.create! entries: [ outflow, inflow ]
+
+      inflow
+    end
+
+    def create_unlinked_transfer(account_id, amount)
+      build_entry(account_id, amount, marked_as_transfer: true).tap(&:save!)
+    end
+
+    def create_transaction
+      build_entry(account.id, signed_amount).tap(&:save!)
+    end
+
+    def build_entry(account_id, amount, marked_as_transfer: false)
+      Account::Entry.new \
+        account_id: account_id,
+        amount: amount,
+        currency: account.currency,
+        date: date,
+        marked_as_transfer: marked_as_transfer,
+        entryable: Account::Transaction.new
+    end
+
+    def signed_amount
+      case type
+      when "expense", "transfer_out"
+        amount.to_d
+      else
+        amount.to_d * -1
+      end
+    end
+end

app/models/account/transfer.rb

@@ -9,20 +9,19 @@ 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)
+    I18n.t("account/transfer.name", from_account: from_name, to_account: to_name)
   end
 
   def inflow_transaction
@@ -47,7 +46,7 @@ class Account::Transfer < ApplicationRecord
     def build_from_accounts(from_account, to_account, date:, amount:, currency:, name:)
       outflow = from_account.entries.build \
         amount: amount.abs,
-        currency: currency,
+        currency: from_account.currency,
         date: date,
         name: name,
         marked_as_transfer: true,
@@ -55,7 +54,7 @@ class Account::Transfer < ApplicationRecord
 
       inflow = to_account.entries.build \
         amount: amount.abs * -1,
-        currency: currency,
+        currency: from_account.currency,
         date: date,
         name: name,
         marked_as_transfer: true,
@@ -73,24 +72,24 @@ class Account::Transfer < ApplicationRecord
 
     def transaction_count
       unless entries.size == 2
-        errors.add :entries, "must have exactly 2 entries"
+        errors.add :entries, :must_have_exactly_2_entries
       end
     end
 
     def from_different_accounts
       accounts = entries.map { |e| e.account_id }.uniq
-      errors.add :entries, "must be from different accounts" if accounts.size < entries.size
+      errors.add :entries, :must_be_from_different_accounts if accounts.size < entries.size
     end
 
     def net_zero_flows
       unless entries.sum(&:amount).zero?
-        errors.add :transactions, "must have an inflow and outflow that net to zero"
+        errors.add :entries, :must_have_an_inflow_and_outflow_that_net_to_zero
       end
     end
 
     def all_transactions_marked
       unless entries.all?(&:marked_as_transfer)
-        errors.add :entries, "must be marked as transfer"
+        errors.add :entries, :must_be_marked_as_transfer
       end
     end
 end

app/models/address.rb

@@ -0,0 +1,24 @@
+class Address < ApplicationRecord
+  belongs_to :addressable, polymorphic: true
+
+  validates :line1, :locality, presence: true
+  validates :postal_code, presence: true, if: :postal_code_required?
+
+  def to_s
+    I18n.t("address.format",
+      line1: line1,
+      line2: line2,
+      county: county,
+      locality: locality,
+      region: region,
+      country: country,
+      postal_code: postal_code
+    )
+  end
+
+    private
+
+      def postal_code_required?
+        country.in?(%w[US CA GB])
+      end
+end

app/models/category.rb

@@ -47,7 +47,7 @@ class Category < ApplicationRecord
 
   private
 
-  def clear_internal_category
-    self.internal_category = nil
-  end
+    def clear_internal_category
+      self.internal_category = nil
+    end
 end

app/models/concerns/accountable.rb

@@ -1,8 +1,8 @@
 module Accountable
   extend ActiveSupport::Concern
 
-  ASSET_TYPES = %w[ Depository Investment Crypto Property Vehicle OtherAsset ]
-  LIABILITY_TYPES = %w[ CreditCard Loan OtherLiability ]
+  ASSET_TYPES = %w[Depository Investment Crypto Property Vehicle OtherAsset]
+  LIABILITY_TYPES = %w[CreditCard Loan OtherLiability]
   TYPES = ASSET_TYPES + LIABILITY_TYPES
 
   def self.from_type(type)
@@ -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

app/models/concerns/issuable.rb

@@ -0,0 +1,58 @@
+module Issuable
+  extend ActiveSupport::Concern
+
+  included do
+    has_many :issues, dependent: :destroy, as: :issuable
+  end
+
+  def has_issues?
+    issues.active.any?
+  end
+
+  def resolve_stale_issues
+    issues.active.each do |issue|
+      issue.resolve! if issue.stale?
+    end
+  end
+
+  def observe_unknown_issue(error)
+    observe_issue(
+      Issue::Unknown.new(data: { error: error.message })
+    )
+  end
+
+  def observe_missing_exchange_rates(from:, to:, dates:)
+    observe_issue(
+      Issue::ExchangeRatesMissing.new(data: { from_currency: from, to_currency: to, dates: dates })
+    )
+  end
+
+  def observe_missing_exchange_rate_provider
+    observe_issue(
+      Issue::ExchangeRateProviderMissing.new
+    )
+  end
+
+  def observe_missing_price(ticker:, date:)
+    issue = issues.find_or_create_by(type: Issue::PricesMissing.name, resolved_at: nil)
+    issue.append_missing_price(ticker, date)
+    issue.save!
+  end
+
+  def highest_priority_issue
+    issues.active.ordered.first
+  end
+
+  private
+
+    def observe_issue(new_issue)
+      existing_issue = issues.find_by(type: new_issue.type, resolved_at: nil)
+
+      if existing_issue
+        existing_issue.update!(last_observed_at: Time.current, data: new_issue.data)
+      else
+        new_issue.issuable = self
+        new_issue.save!
+      end
+    end
+end

app/models/concerns/monetizable.rb

@@ -1,14 +1,14 @@
 module Monetizable
-    extend ActiveSupport::Concern
+  extend ActiveSupport::Concern
 
-    class_methods do
-      def monetize(*fields)
-        fields.each do |field|
-          define_method("#{field}_money") do
-            value = self.send(field)
-            value.nil? ? nil : Money.new(value, currency || Money.default_currency)
-          end
+  class_methods do
+    def monetize(*fields)
+      fields.each do |field|
+        define_method("#{field}_money") do
+          value = self.send(field)
+          value.nil? ? nil : Money.new(value, currency || Money.default_currency)
         end
       end
     end
+  end
 end

app/models/concerns/providable.rb

@@ -6,18 +6,27 @@ 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
+        api_key = self_hosted? ? Setting.synth_api_key : ENV["SYNTH_API_KEY"]
+        api_key.present? ? Provider::Synth.new(api_key) : nil
+      end
+
+      def self_hosted?
+        Rails.application.config.app_mode.self_hosted?
+      end
   end
 end

app/models/demo/generator.rb

@@ -6,6 +6,7 @@ class Demo::Generator
   end
 
   def reset_and_clear_data!
+    reset_settings!
     clear_data!
     create_user!
 
@@ -14,6 +15,7 @@ class Demo::Generator
 
   def reset_data!
     Family.transaction do
+      reset_settings!
       clear_data!
       create_user!
 
@@ -52,11 +54,17 @@ class Demo::Generator
     end
 
     def clear_data!
+      InviteCode.destroy_all
+      User.find_by_email("user@maybe.local")&.destroy
       ExchangeRate.destroy_all
       Security.destroy_all
       Security::Price.destroy_all
     end
 
+    def reset_settings!
+      Setting.destroy_all
+    end
+
     def create_user!
       family.users.create! \
         email: "user@maybe.local",
@@ -166,12 +174,12 @@ class Demo::Generator
 
     def load_securities!
       # Create an unknown security to simulate edge cases
-      Security.create! isin: "unknown", symbol: "UNKNOWN", name: "Unknown Demo Stock"
+      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|
@@ -183,7 +191,7 @@ 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
@@ -200,13 +208,13 @@ 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")
-      unknown = Security.find_by(symbol: "UNKNOWN")
+      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)
+      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 },
@@ -219,15 +227,15 @@ 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 || 1
+        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
 

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

app/models/exchange_rate/provided.rb

@@ -4,14 +4,37 @@ module ExchangeRate::Provided
   include Providable
 
   class_methods do
+    def provider_healthy?
+      exchange_rates_provider.present? && exchange_rates_provider.healthy?
+    end
+
     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)

app/models/family.rb

@@ -8,6 +8,7 @@ class Family < ApplicationRecord
   has_many :imports, through: :accounts
   has_many :categories, dependent: :destroy
   has_many :merchants, dependent: :destroy
+  has_many :issues, through: :accounts
 
   def snapshot(period = Period.all)
     query = accounts.active.joins(:balances)
@@ -45,7 +46,8 @@ class Family < ApplicationRecord
                       .where("account_entries.date <= ?", period.date_range.end)
                       .where("account_entries.marked_as_transfer = ?", false)
                       .where("account_entries.entryable_type = ?", "Account::Transaction")
-                      .group("id")
+                      .group("accounts.id")
+                      .having("SUM(ABS(account_entries.amount)) > 0")
                       .to_a
 
     results.each do |r|

app/models/help/article.rb

@@ -1,54 +0,0 @@
-class Help::Article
-  attr_reader :frontmatter, :content
-
-  def initialize(frontmatter:, content:)
-    @frontmatter = frontmatter
-    @content = content
-  end
-
-  def title
-    frontmatter["title"]
-  end
-
-  def html
-    render_markdown(content)
-  end
-
-  class << self
-    def root_path
-      Rails.root.join("docs", "help")
-    end
-
-    def find(slug)
-      Dir.glob(File.join(root_path, "*.md")).each do |file_path|
-        file_content = File.read(file_path)
-        frontmatter, markdown_content = parse_frontmatter(file_content)
-
-        return new(frontmatter:, content: markdown_content) if frontmatter["slug"] == slug
-      end
-
-      nil
-    end
-
-    private
-
-      def parse_frontmatter(content)
-        if content =~ /\A---(.+?)---/m
-          frontmatter = YAML.safe_load($1)
-          markdown_content = content[($~.end(0))..-1].strip
-        else
-          frontmatter = {}
-          markdown_content = content
-        end
-
-        [ frontmatter, markdown_content ]
-      end
-  end
-
-  private
-
-    def render_markdown(content)
-      markdown = Redcarpet::Markdown.new(Redcarpet::Render::HTML)
-      markdown.render(content)
-    end
-end

app/models/import.rb

@@ -1,7 +1,8 @@
 class Import < ApplicationRecord
   belongs_to :account
 
-  validate :raw_csv_must_be_parsable
+  validate :raw_file_must_be_parsable
+  validates :col_sep, inclusion: { in: Csv::COL_SEP_LIST }
 
   before_save :initialize_csv, if: :should_initialize_csv?
 
@@ -18,7 +19,7 @@ class Import < ApplicationRecord
   end
 
   def loaded?
-    raw_csv_str.present?
+    raw_file_str.present?
   end
 
   def configured?
@@ -87,22 +88,22 @@ class Import < ApplicationRecord
     end
 
     def get_raw_csv
-      return nil if raw_csv_str.nil?
-      Import::Csv.new(raw_csv_str)
+      return nil if raw_file_str.nil?
+      Import::Csv.new(raw_file_str, col_sep:)
     end
 
     def should_initialize_csv?
-      raw_csv_str_changed? || column_mappings_changed?
+      raw_file_str_changed? || column_mappings_changed?
     end
 
     def initialize_csv
-      generated_csv = generate_normalized_csv(raw_csv_str)
+      generated_csv = generate_normalized_csv(raw_file_str)
       self.normalized_csv_str = generated_csv.table.to_s
     end
 
     # Uses the user-provided raw CSV + mappings to generate a normalized CSV for the import
     def generate_normalized_csv(csv_str)
-      Import::Csv.create_with_field_mappings(csv_str, expected_fields, column_mappings)
+      Import::Csv.create_with_field_mappings(csv_str, expected_fields, column_mappings, col_sep)
     end
 
     def update_csv(row_idx, col_idx, value)
@@ -174,11 +175,11 @@ class Import < ApplicationRecord
       end
     end
 
-    def raw_csv_must_be_parsable
+    def raw_file_must_be_parsable
       begin
-        CSV.parse(raw_csv_str || "")
+        CSV.parse(raw_file_str || "", col_sep:)
       rescue CSV::MalformedCSVError
-        errors.add(:raw_csv_str, "is not a valid CSV format")
+        errors.add(:raw_file_str, :invalid_csv_format)
       end
     end
 end

app/models/import/csv.rb

@@ -1,12 +1,20 @@
 class Import::Csv
-  def self.parse_csv(csv_str)
-    CSV.parse((csv_str || "").strip, headers: true, converters: [ ->(str) { str&.strip } ])
+  DEFAULT_COL_SEP = ",".freeze
+  COL_SEP_LIST = [ DEFAULT_COL_SEP, ";" ].freeze
+
+  def self.parse_csv(csv_str, col_sep: DEFAULT_COL_SEP)
+    CSV.parse(
+      csv_str&.strip || "",
+      headers: true,
+      col_sep:,
+      converters: [ ->(str) { str&.strip } ]
+    )
   end
 
-  def self.create_with_field_mappings(raw_csv_str, fields, field_mappings)
-    raw_csv = self.parse_csv(raw_csv_str)
+  def self.create_with_field_mappings(raw_file_str, fields, field_mappings, col_sep = DEFAULT_COL_SEP)
+    raw_csv = self.parse_csv(raw_file_str, col_sep:)
 
-    generated_csv_str = CSV.generate headers: fields.map { |f| f.key }, write_headers: true do |csv|
+    generated_csv_str = CSV.generate headers: fields.map { |f| f.key }, write_headers: true, col_sep: do |csv|
       raw_csv.each do |row|
         row_values = []
 
@@ -22,18 +30,19 @@ class Import::Csv
       end
     end
 
-    new(generated_csv_str)
+    new(generated_csv_str, col_sep:)
   end
 
-  attr_reader :csv_str
+  attr_reader :csv_str, :col_sep
 
-  def initialize(csv_str, column_validators: nil)
+  def initialize(csv_str, column_validators: nil, col_sep: DEFAULT_COL_SEP)
     @csv_str = csv_str
+    @col_sep = col_sep
     @column_validators = column_validators || {}
   end
 
   def table
-    @table ||= self.class.parse_csv(csv_str)
+    @table ||= self.class.parse_csv(csv_str, col_sep:)
   end
 
   def update_cell(row_idx, col_idx, value)

app/models/institution.rb

@@ -4,4 +4,22 @@ class Institution < ApplicationRecord
   has_one_attached :logo
 
   scope :alphabetically, -> { order(name: :asc) }
+
+  def sync
+    accounts.active.each do |account|
+      if account.needs_sync?
+        account.sync
+      end
+    end
+
+    update! last_synced_at: Time.now
+  end
+
+  def syncing?
+    accounts.active.any? { |account| account.syncing? }
+  end
+
+  def has_issues?
+    accounts.active.any? { |account| account.has_issues? }
+  end
 end

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

app/models/invite_code.rb

@@ -16,10 +16,10 @@ class InviteCode < ApplicationRecord
 
   private
 
-  def generate_token
-    loop do
-      self.token = SecureRandom.hex(4)
-      break token unless self.class.exists?(token: token)
+    def generate_token
+      loop do
+        self.token = SecureRandom.hex(4)
+        break token unless self.class.exists?(token: token)
+      end
     end
-  end
 end

app/models/issue.rb

@@ -0,0 +1,35 @@
+class Issue < ApplicationRecord
+  belongs_to :issuable, polymorphic: true
+
+  after_initialize :set_default_severity
+
+  enum :severity, { critical: 1, error: 2, warning: 3, info: 4 }
+
+  validates :severity, presence: true
+
+  scope :active, -> { where(resolved_at: nil) }
+  scope :ordered, -> { order(:severity) }
+
+  def title
+    model_name.human
+  end
+
+  # The conditions that must be met for an issue to be fixed
+  def stale?
+    raise NotImplementedError, "#{self.class} must implement #{__method__}"
+  end
+
+  def resolve!
+    update!(resolved_at: Time.current)
+  end
+
+  def default_severity
+    :warning
+  end
+
+  private
+
+    def set_default_severity
+      self.severity ||= default_severity
+    end
+end