Update version.rb

Bump to v0.1.0-alpha.14

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

.rubocop.yml

@@ -6,3 +6,7 @@ inherit_gem: { rubocop-rails-omakase: rubocop.yml }
 # # Use `[a, [b, c]]` not `[ a, [ b, c ] ]`
 # Layout/SpaceInsideArrayLiteralBrackets:
 #   Enabled: false
+Layout/ElseAlignment:
+  Enabled: false
+Layout/EndAlignment:
+  Enabled: false

Gemfile.lock

@@ -7,7 +7,7 @@ GIT
 
 GIT
   remote: https://github.com/rails/rails.git
-  revision: 5cb5cad3224d03114313fbe28c4dd1374c313d8f
+  revision: 43530b4ac911b8722b8a7ac8025eb9298e1292b4
   branch: 7-2-stable
   specs:
     actioncable (7.2.0.beta3)
@@ -35,7 +35,7 @@ GIT
       activesupport (= 7.2.0.beta3)
       nokogiri (>= 1.8.5)
       racc
-      rack (>= 2.2.4)
+      rack (>= 2.2.4, < 3.2)
       rack-session (>= 1.0.1)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.2)
@@ -78,6 +78,7 @@ GIT
       i18n (>= 1.6, < 2)
       logger (>= 1.4.2)
       minitest (>= 5.1)
+      securerandom (>= 0.3)
       tzinfo (~> 2.0, >= 2.0.5)
     rails (7.2.0.beta3)
       actioncable (= 7.2.0.beta3)
@@ -109,8 +110,8 @@ GEM
       public_suffix (>= 2.0.2, < 6.0)
     ast (2.4.2)
     aws-eventstream (1.3.0)
-    aws-partitions (1.952.0)
-    aws-sdk-core (3.201.1)
+    aws-partitions (1.961.0)
+    aws-sdk-core (3.201.3)
       aws-eventstream (~> 1, >= 1.3.0)
       aws-partitions (~> 1, >= 1.651.0)
       aws-sigv4 (~> 1.8)
@@ -118,11 +119,11 @@ GEM
     aws-sdk-kms (1.88.0)
       aws-sdk-core (~> 3, >= 3.201.0)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.156.0)
+    aws-sdk-s3 (1.157.0)
       aws-sdk-core (~> 3, >= 3.201.0)
       aws-sdk-kms (~> 1)
       aws-sigv4 (~> 1.5)
-    aws-sigv4 (1.8.0)
+    aws-sigv4 (1.9.1)
       aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
@@ -168,22 +169,22 @@ 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 (2.10.1)
       faraday-net_http (>= 2.0, < 3.2)
       logger
-    faraday-net_http (3.1.0)
+    faraday-net_http (3.1.1)
       net-http
     faraday-retry (2.2.1)
       faraday (~> 2.0)
@@ -198,7 +199,7 @@ GEM
       raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    good_job (4.1.0)
+    good_job (4.1.1)
       activejob (>= 6.1.0)
       activerecord (>= 6.1.0)
       concurrent-ruby (>= 1.3.1)
@@ -292,9 +293,9 @@ GEM
     octokit (9.1.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (9.0.3)
-    parallel (1.24.0)
-    parser (3.3.1.0)
+    pagy (9.0.5)
+    parallel (1.25.1)
+    parser (3.3.4.0)
       ast (~> 2.4.1)
       racc
     pg (1.5.7)
@@ -345,15 +346,15 @@ GEM
     regexp_parser (2.9.2)
     reline (0.5.9)
       io-console (~> 0.5)
-    rexml (3.3.2)
+    rexml (3.3.4)
       strscan
-    rubocop (1.63.5)
+    rubocop (1.65.1)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 1.8, < 3.0)
+      regexp_parser (>= 2.4, < 3.0)
       rexml (>= 3.2.5, < 4.0)
       rubocop-ast (>= 1.31.1, < 2.0)
       ruby-progressbar (~> 1.7)
@@ -392,6 +393,7 @@ GEM
     sawyer (0.9.2)
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
+    securerandom (0.3.1)
     selenium-webdriver (4.23.0)
       base64 (~> 0.2)
       logger (~> 1.4)
@@ -417,17 +419,17 @@ GEM
       railties (>= 6.0.0)
     stringio (3.1.1)
     strscan (3.1.0)
-    tailwindcss-rails (2.6.4)
+    tailwindcss-rails (2.6.5)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.4-aarch64-linux)
+    tailwindcss-rails (2.6.5-aarch64-linux)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.4-arm-linux)
+    tailwindcss-rails (2.6.5-arm-linux)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.4-arm64-darwin)
+    tailwindcss-rails (2.6.5-arm64-darwin)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.4-x86_64-darwin)
+    tailwindcss-rails (2.6.5-x86_64-darwin)
       railties (>= 7.0.0)
-    tailwindcss-rails (2.6.4-x86_64-linux)
+    tailwindcss-rails (2.6.5-x86_64-linux)
       railties (>= 7.0.0)
     terminal-table (3.0.2)
       unicode-display_width (>= 1.1.1, < 3)

app/assets/stylesheets/application.tailwind.css

@@ -4,11 +4,11 @@
 
 /* Reset rules, default styles applied to plain HTML */
 @layer base {
-  details > summary::-webkit-details-marker {
+  details>summary::-webkit-details-marker {
     @apply hidden;
   }
 
-  details > summary {
+  details>summary {
     @apply list-none;
   }
 }
@@ -38,7 +38,7 @@
     @apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
   }
 
-  input:checked + label + .toggle-switch-dot {
+  input:checked+label+.toggle-switch-dot {
     transform: translateX(100%);
   }
 
@@ -90,6 +90,10 @@
       @apply font-bold;
     }
   }
+
+  .tooltip {
+    @apply hidden absolute;
+  }
 }
 
 /* Small, single purpose classes that should take precedence over other styles */

app/controllers/account/entries_controller.rb

@@ -4,49 +4,12 @@ class Account::EntriesController < ApplicationController
   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.where(entryable_type: [ "Account::Transaction", "Account::Trade" ]).reverse_chronological
-  end
-
-  def new
-    @entry = @account.entries.build.tap do |entry|
-      if params[:entryable_type]
-        entry.entryable = Account::Entryable.from_type(params[:entryable_type]).new
-      else
-        entry.entryable = Account::Valuation.new
-      end
-    end
-  end
-
-  def create
-    @entry = @account.entries.build(entry_params_with_defaults(entry_params))
-
-    if @entry.save
-      @entry.sync_account_later
-      redirect_to account_path(@account), notice: t(".success", name: @entry.entryable_name_short.upcase_first)
-    else
-      # TODO: this is not an ideal way to handle errors and should eventually be improved.
-      # See: https://github.com/hotwired/turbo-rails/pull/367
-      flash[:alert] = @entry.errors.full_messages.to_sentence
-      redirect_to account_path(@account)
-    end
-  end
-
   def edit
+    render entryable_view_path(:edit)
   end
 
   def update
-    @entry.assign_attributes entry_params
-    @entry.amount = amount if nature.present?
-    @entry.save!
+    @entry.update!(entry_params)
     @entry.sync_account_later
 
     respond_to do |format|
@@ -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/trades_controller.rb

@@ -0,0 +1,34 @@
+class Account::TradesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def new
+    @entry = @account.entries.account_trades.new(entryable_attributes: {})
+  end
+
+  def index
+    @entries = @account.entries.reverse_chronological.where(entryable_type: %w[ Account::Trade Account::Transaction ])
+  end
+
+  def create
+    @builder = Account::TradeBuilder.new(entry_params)
+
+    if entry = @builder.save
+      entry.sync_account_later
+      redirect_to account_path(@account), notice: t(".success")
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def entry_params
+      params.require(:account_entry).permit(:type, :date, :qty, :ticker, :price).merge(account: @account)
+    end
+end

app/controllers/account/transactions_controller.rb

@@ -0,0 +1,53 @@
+class Account::TransactionsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: :update
+
+  def index
+    @entries = @account.entries.account_transactions.reverse_chronological
+  end
+
+  def update
+    @entry.update!(entry_params.merge(amount: amount))
+    @entry.sync_account_later
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry)
+            .permit(
+              :name, :date, :amount, :currency, :entryable_type,
+              entryable_attributes: [
+                :id,
+                :notes,
+                :excluded,
+                :category_id,
+                :merchant_id,
+                { tag_ids: [] }
+              ]
+            )
+    end
+
+    def amount
+      if params[:account_entry][:nature] == "income"
+        entry_params[:amount].to_d * -1
+      else
+        entry_params[:amount].to_d
+      end
+    end
+end

app/controllers/account/valuations_controller.rb

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

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
+    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

@@ -26,9 +26,9 @@ module AccountsHelper
   def account_tabs(account)
     holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), content_path: account_holdings_path(account) }
     cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), content_path: account_cashes_path(account) }
-    value_tab = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: 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) }
+    value_tab        = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), content_path: account_valuations_path(account) }
+    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), content_path: account_transactions_path(account) }
+    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), content_path: account_trades_path(account) }
 
     return [ holdings_tab, cash_tab, trades_tab ] if account.investment?
 

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/javascript/controllers/tooltip_controller.js

@@ -0,0 +1,74 @@
+import { Controller } from '@hotwired/stimulus'
+import {
+  computePosition,
+  flip,
+  shift,
+  offset,
+  arrow
+} from '@floating-ui/dom';
+
+export default class extends Controller {
+  static targets = ["arrow", "tooltip"];
+  static values = {
+    placement: { type: String, default: "top" },
+    offset: { type: Number, default: 10 },
+    crossAxis: { type: Number, default: 0 },
+    alignmentAxis: { type: Number, default: null },
+  };
+
+  connect() {
+    this.element.addEventListener("mouseenter", this.showTooltip);
+    this.element.addEventListener("mouseleave", this.hideTooltip);
+    this.element.addEventListener("focus", this.showTooltip);
+    this.element.addEventListener("blur", this.hideTooltip);
+  };
+
+  showTooltip = () => {
+    this.tooltipTarget.style.display = 'block';
+    this.#update();
+  };
+
+  hideTooltip = () => {
+    this.tooltipTarget.style.display = '';
+  };
+
+  disconnect() {
+    this.element.removeEventListener("mouseenter", this.showTooltip);
+    this.element.removeEventListener("mouseleave", this.hideTooltip);
+    this.element.removeEventListener("focus", this.showTooltip);
+    this.element.removeEventListener("blur", this.hideTooltip);
+  };
+
+  #update() {
+    computePosition(this.element, this.tooltipTarget, {
+      placement: this.placementValue,
+      middleware: [
+        offset({ mainAxis: this.offsetValue, crossAxis: this.crossAxisValue, alignmentAxis: this.alignmentAxisValue }),
+        flip(),
+        shift({ padding: 5 }),
+        arrow({ element: this.arrowTarget }),
+      ],
+    }).then(({ x, y, placement, middlewareData }) => {
+      Object.assign(this.tooltipTarget.style, {
+        left: `${x}px`,
+        top: `${y}px`,
+      });
+
+      const { x: arrowX, y: arrowY } = middlewareData.arrow;
+      const staticSide = {
+        top: 'bottom',
+        right: 'left',
+        bottom: 'top',
+        left: 'right',
+      }[placement.split('-')[0]];
+
+      Object.assign(this.arrowTarget.style, {
+        left: arrowX != null ? `${arrowX}px` : '',
+        top: arrowY != null ? `${arrowY}px` : '',
+        right: '',
+        bottom: '',
+        [staticSide]: '-4px',
+      });
+    });
+  };
+}

app/models/account.rb

@@ -28,8 +28,6 @@ class Account < ApplicationRecord
 
   delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy
 
-  delegate :value, :series, to: :accountable
-
   class << self
     def by_group(period: Period.all, currency: Money.default_currency.iso_code)
       grouped_accounts = { assets: ValueGroup.new("Assets", currency), liabilities: ValueGroup.new("Liabilities", currency) }
@@ -75,6 +73,31 @@ class Account < ApplicationRecord
     end
   end
 
+  # Start of temporary fix for #1068
+  # ==========================================================================
+
+  # TODO: Both `series` and `value` methods are a temporary fix for #1068, which appears to be a data corruption issue.
+  # Every account should have an accountable no matter what, but some self hosted instances seem to have missing accountables.
+  # When this is fixed, we can add this back to `delegate :value, :series, to: :accountable`
+  def series(period: Period.all, currency: self.currency)
+    if accountable.present?
+      accountable.series(period: period, currency: currency)
+    else
+      TimeSeries.new([])
+    end
+  end
+
+  def value
+    if accountable.present?
+      accountable.value
+    else
+      balance_money
+    end
+  end
+
+  # ==========================================================================
+  # End of temporary fix for #1068
+
   def alert
     latest_sync = syncs.latest
     [ latest_sync&.error, *latest_sync&.warnings ].compact.first

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
+  TYPES = %w[ buy sell ].freeze
+
+  include ActiveModel::Model
+
+  attr_accessor :type, :qty, :price, :ticker, :date, :account
+
+  validates :type, :qty, :price, :ticker, :date, presence: true
+  validates :price, numericality: { greater_than: 0 }
+  validates :type, inclusion: { in: TYPES }
+
+  def save
+    if valid?
+      create_entry
+    end
+  end
+
+  private
+
+    def create_entry
+      account.entries.account_trades.create! \
+        date: date,
+        amount: amount,
+        currency: account.currency,
+        entryable: Account::Trade.new(
+          security: security,
+          qty: signed_qty,
+          price: price.to_d,
+          currency: account.currency
+        )
+    end
+
+    def security
+      Security.find_or_create_by(ticker: ticker)
+    end
+
+    def amount
+      price.to_d * signed_qty
+    end
+
+    def signed_qty
+      _qty = qty.to_d
+      _qty = _qty * -1 if type == "sell"
+      _qty
+    end
+end

app/models/demo/generator.rb

@@ -207,7 +207,7 @@ class Demo::Generator
       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 },
@@ -228,7 +228,7 @@ class Demo::Generator
           amount: qty * price,
           currency: "USD",
           name: name_prefix + "#{qty} shares of #{security.ticker}",
-          entryable: Account::Trade.new(qty: qty, price: price, security: security)
+          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

@@ -6,12 +6,31 @@ module ExchangeRate::Provided
   class_methods do
     private
 
-      def fetch_rates_from_provider(from:, to:, dates:, cache: false)
+      def fetch_rates_from_provider(from:, to:, start_date:, end_date: Date.current, cache: false)
         return [] unless exchange_rates_provider.present?
 
-        dates.map do |date|
-          fetch_rate_from_provider from:, to:, date:, cache:
-        end.compact
+        response = exchange_rates_provider.fetch_exchange_rates \
+          from: from,
+          to: to,
+          start_date: start_date,
+          end_date: end_date
+
+        if response.success?
+          response.rates.map do |exchange_rate|
+            rate = ExchangeRate.new \
+              from_currency: from,
+              to_currency: to,
+              date: exchange_rate.dig(:date).to_date,
+              rate: exchange_rate.dig(:rate)
+
+            rate.save! if cache
+            rate
+          rescue ActiveRecord::RecordNotUnique
+            next
+          end
+        else
+          []
+        end
       end
 
       def fetch_rate_from_provider(from:, to:, date:, cache: false)

app/models/provider/synth.rb

@@ -33,8 +33,7 @@ class Provider::Synth
 
   def fetch_exchange_rate(from:, to:, date:)
     retrying Provider::Base.known_transient_errors do |on_last_attempt|
-      response = Faraday.get("#{base_url}/rates/historical") do |req|
-        req.headers["Authorization"] = "Bearer #{api_key}"
+      response = client.get("#{base_url}/rates/historical") do |req|
         req.params["date"] = date.to_s
         req.params["from"] = from
         req.params["to"] = to
@@ -58,17 +57,61 @@ class Provider::Synth
     end
   end
 
+  def fetch_exchange_rates(from:, to:, start_date:, end_date:)
+    exchange_rates = paginate(
+      "#{base_url}/rates/historical-range",
+      from: from,
+      to: to,
+      date_start: start_date.to_s,
+      date_end: end_date.to_s
+    ) do |body|
+      body.dig("data").map do |exchange_rate|
+        {
+          date: exchange_rate.dig("date"),
+          rate: exchange_rate.dig("rates", to)
+        }
+      end
+    end
+
+    ExchangeRatesResponse.new \
+      rates: exchange_rates,
+      success?: true,
+      raw_response: exchange_rates.to_json
+  rescue StandardError => error
+    ExchangeRatesResponse.new \
+      success?: false,
+      error: error,
+      raw_response: error
+  end
+
   private
 
     attr_reader :api_key
 
     ExchangeRateResponse = Struct.new :rate, :success?, :error, :raw_response, keyword_init: true
     SecurityPriceResponse = Struct.new :prices, :success?, :error, :raw_response, keyword_init: true
+    ExchangeRatesResponse = Struct.new :rates, :success?, :error, :raw_response, keyword_init: true
 
     def base_url
       "https://api.synthfinance.com"
     end
 
+    def app_name
+      "maybe_app"
+    end
+
+    def app_type
+      Rails.application.config.app_mode
+    end
+
+    def client
+      @client ||= Faraday.new(url: base_url) do |faraday|
+        faraday.headers["Authorization"] = "Bearer #{api_key}"
+        faraday.headers["X-Source"] = app_name
+        faraday.headers["X-Source-Type"] = app_type
+      end
+    end
+
     def build_error(response)
       Provider::Base::ProviderError.new(<<~ERROR)
         Failed to fetch data from #{self.class}
@@ -78,7 +121,7 @@ class Provider::Synth
     end
 
     def fetch_page(url, page, params = {})
-      Faraday.get(url) do |req|
+      client.get(url) do |req|
         req.headers["Authorization"] = "Bearer #{api_key}"
         params.each { |k, v| req.params[k.to_s] = v.to_s }
         req.params["page"] = page

app/views/account/entries/_entry.html.erb

@@ -1,4 +1,5 @@
 <%# locals: (entry:, **opts) %>
+
 <%= turbo_frame_tag dom_id(entry) do %>
-  <%= render permitted_entryable_partial_path(entry, entry.entryable_name_short), entry: entry, **opts %>
+  <%= render partial: entry.entryable.to_partial_path, locals: { entry: entry, **opts } %>
 <% end %>

app/views/account/entries/_entry_group.html.erb

@@ -1,4 +1,4 @@
-<%# locals: (date:, entries:, selectable: true, combine_transfers: false, **opts) %>
+<%# locals: (date:, entries:, content:, selectable:) %>
 <div id="entry-group-<%= date %>" class="bg-gray-25 rounded-xl p-1 w-full" data-bulk-select-target="group">
   <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
     <div class="flex pl-0.5 items-center gap-4">
@@ -15,11 +15,6 @@
     <%= totals_by_currency(collection: entries, money_method: :amount_money, negate: true) %>
   </div>
   <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
-    <% if combine_transfers %>
-      <%= render entries.reject { |e| e.transfer_id.present? }, selectable:, **opts %>
-      <%= render transfer_entries(entries), selectable: false, **opts %>
-    <% else %>
-      <%= render entries, selectable:, **opts %>
-    <% end %>
+    <%= content %>
   </div>
 </div>

app/views/account/entries/edit.html.erb

@@ -1,3 +0,0 @@
-<%= turbo_frame_tag dom_id(@entry) do %>
-  <%= render permitted_entryable_partial_path(@entry, "edit"), entry: @entry %>
-<% end %>

app/views/account/entries/entryables/valuation/_edit.html.erb

@@ -1 +0,0 @@
-<%= render permitted_entryable_partial_path(entry, "form"), entry: entry %>

app/views/account/entries/entryables/valuation/_new.html.erb

@@ -1,2 +0,0 @@
-<%= render permitted_entryable_partial_path(entry, "form"), entry: entry %>
-<div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>

app/views/account/entries/entryables/valuation/_show.html.erb

@@ -1 +0,0 @@
-<%= render permitted_entryable_partial_path(@entry, "valuation"), entry: @entry %>

app/views/account/entries/new.html.erb

@@ -1,3 +0,0 @@
-<%= turbo_frame_tag dom_id(@entry) do %>
-  <%= render permitted_entryable_partial_path(@entry, "new"), entry: @entry %>
-<% end %>

app/views/account/entries/show.html.erb

@@ -1 +0,0 @@
-<%= render partial: permitted_entryable_partial_path(@entry, "show"), locals: { entry: @entry } %>

app/views/account/holdings/_holding.html.erb

@@ -3,9 +3,9 @@
 <%= turbo_frame_tag dom_id(holding) do %>
   <div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
     <div class="col-span-4 flex items-center gap-4">
-      <%= render "shared/circle_logo", name: holding.name %>
+      <%= render "shared/circle_logo", name: holding.name || "H" %>
       <div>
-        <%= link_to holding.name, account_holding_path(holding.account, holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
+        <%= link_to holding.name || holding.ticker, account_holding_path(holding.account, holding), data: { turbo_frame: :drawer }, class: "hover:underline" %>
         <%= tag.p holding.ticker, class: "text-gray-500 text-xs uppercase" %>
       </div>
     </div>

app/views/account/holdings/index.html.erb

@@ -2,10 +2,10 @@
   <div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
     <div class="flex items-center justify-between">
       <%= tag.h2 t(".holdings"), class: "font-medium text-lg" %>
-      <%= link_to new_account_holding_path(@account),
-                  disabled: true,
+      <%= link_to new_account_trade_path(@account),
+                  id: dom_id(@account, "new_trade"),
                   data: { turbo_frame: :modal },
-                  class: "cursor-not-allowed flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
+                  class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
         <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
         <%= tag.span t(".new_holding"), class: "text-sm" %>
       <% end %>

app/views/account/trades/_form.html.erb

@@ -0,0 +1,19 @@
+<%# locals: (entry:) %>
+
+<%= styled_form_with data: { turbo_frame: "_top" },
+                     scope: :account_entry,
+                     url: entry.new_record? ? account_trades_path(entry.account) : account_entry_path(entry.account, entry) do |form| %>
+  <div class="space-y-4">
+    <div class="space-y-2">
+      <%= form.select :type, options_for_select([%w[Buy buy], %w[Sell sell]], "buy"), label: t(".type") %>
+      <%= form.text_field :ticker, value: nil, label: t(".holding"), placeholder: t(".ticker_placeholder") %>
+      <%= form.date_field :date, label: true %>
+      <%= form.hidden_field :currency, value: entry.account.currency %>
+      <%= form.number_field :qty, label: t(".qty"), placeholder: "10", min: 0 %>
+      <%= money_with_currency_field form, :price_money, label: t(".price"), disable_currency: true %>
+      <%= form.hidden_field :currency, value: entry.account.currency %>
+    </div>
+
+    <%= form.submit t(".submit") %>
+  </div>
+<% end %>

app/views/account/trades/_trade.html.erb

@@ -13,14 +13,14 @@
     <div class="max-w-full">
       <%= tag.div class: ["flex items-center gap-2"] do %>
         <div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
-          <%= entry.name[0].upcase %>
+          <%= entry_name(entry).first.upcase %>
         </div>
 
         <div class="truncate text-gray-900">
           <% if entry.new_record? %>
-            <%= content_tag :p, entry.name %>
+            <%= content_tag :p, entry_name(entry) %>
           <% else %>
-            <%= link_to entry.name,
+            <%= link_to entry_name(entry),
                         account_entry_path(account, entry),
                         data: { turbo_frame: "drawer", turbo_prefetch: false },
                         class: "hover:underline hover:text-gray-800" %>
@@ -31,11 +31,20 @@
   </div>
 
   <div class="flex items-center justify-end gap-1 col-span-3">
-    <%= tag.p trade.buy? ? t(".buy") : t(".sell") %>
+    <% if entry.account_transaction? && entry.marked_as_transfer? %>
+      <%= tag.p entry.inflow? ? t(".deposit") : t(".withdrawal") %>
+    <% elsif entry.account_transaction? %>
+      <%= tag.p entry.inflow? ? t(".inflow") : t(".outflow") %>
+    <% else %>
+      <%= tag.p trade.buy? ? t(".buy") : t(".sell") %>
+    <% end %>
   </div>
 
   <div class="col-span-3 flex items-center justify-end">
-    <%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": trade.sell? } %>
+    <% if entry.account_transaction? %>
+      <%= tag.p format_money(entry.amount_money), class: { "text-green-500": entry.inflow? } %>
+    <% else %>
+      <%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": trade.sell? } %>
+    <% end %>
   </div>
-
 </div>

app/views/account/trades/index.html.erb

@@ -2,10 +2,10 @@
   <div id="trades" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".trade") %>" class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
     <div class="flex justify-between items-center">
       <h3 class="font-medium text-lg"><%= t(".trades") %></h3>
-      <%= link_to new_account_entry_path(@account),
-                  disabled: true,
-                  class: "cursor-not-allowed flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
-                  data: { turbo_frame: :modal } do %>
+      <%= link_to new_account_trade_path(@account),
+                  id:    dom_id(@account, "new_trade"),
+                  class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
+                  data:  { turbo_frame: :modal } do %>
         <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
         <span class="text-sm"><%= t(".new") %></span>
       <% end %>
@@ -15,7 +15,7 @@
       <div class="pl-0.5 col-span-6 flex items-center gap-4">
         <%= check_box_tag "selection_entry",
                           class: "maybe-checkbox maybe-checkbox--light",
-                          data: { action: "bulk-select#togglePageSelection" } %>
+                          data:  { action: "bulk-select#togglePageSelection" } %>
         <%= tag.p t(".trade") %>
       </div>
 
@@ -25,15 +25,15 @@
 
     <div>
       <div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
-        <%= render "account/entries/entryables/trade/selection_bar" %>
+        <%= render "selection_bar" %>
       </div>
 
-      <% if @trades.empty? %>
+      <% if @entries.empty? %>
         <p class="text-gray-500 py-4"><%= t(".no_trades") %></p>
       <% else %>
         <div class="space-y-6">
-          <% @trades.group_by(&:date).each do |date, entries| %>
-            <%= render "entry_group", date:, entries: entries %>
+          <%= entries_by_date(@entries) do |entries| %>
+            <%= render partial: "account/trades/trade", collection: entries, as: :entry %>
           <% end %>
         </div>
       <% end %>

app/views/account/trades/new.html.erb

@@ -0,0 +1,3 @@
+<%= modal_form_wrapper title: t(".title") do %>
+  <%= render "account/trades/form", entry: @entry %>
+<% end %>

app/views/account/trades/show.html.erb

@@ -1,6 +1,4 @@
-<%# locals: (entry:) %>
-
-<% trade, account = entry.account_trade, entry.account %>
+<% entry = @entry %>
 
 <%= drawer do %>
   <div>

app/views/account/transactions/_transaction.html.erb

@@ -1,6 +1,5 @@
 <%# locals: (entry:, selectable: true, editable: true, short: false, show_tags: false, **opts) %>
 <% transaction, account = entry.account_transaction, entry.account %>
-<% is_investment_transfer = entry.account.investment? && entry.transfer.present? %>
 
 <div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
   <% name_col_span = unconfirmed_transfer?(entry) ? "col-span-10" : short ? "col-span-6" : "col-span-4" %>
@@ -52,12 +51,6 @@
     <% end %>
   </div>
 
-  <% if is_investment_transfer %>
-    <div class="col-span-5 text-right">
-      <%= tag.p entry.inflow? ? t(".deposit") : t(".withdrawal") %>
-    </div>
-  <% end %>
-
   <% unless entry.marked_as_transfer? %>
     <% unless short %>
       <div class="flex items-center gap-1 <%= show_tags ? "col-span-6" : "col-span-3" %>">
@@ -89,7 +82,7 @@
     <% end %>
   <% end %>
 
-  <div class="<%= is_investment_transfer ? "col-span-3" : "col-span-2" %> ml-auto">
+  <div class="col-span-2 ml-auto">
     <%= content_tag :p,
                     format_money(-entry.amount_money),
                     class: ["text-green-600": entry.inflow?] %>

app/views/account/transactions/index.html.erb

@@ -4,7 +4,7 @@
       <h3 class="font-medium text-lg"><%= t(".transactions") %></h3>
       <%= link_to new_transaction_path(account_id: @account),
                   class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg",
-                  data: { turbo_frame: :modal } do %>
+                  data:  { turbo_frame: :modal } do %>
         <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
         <span class="text-sm"><%= t(".new") %></span>
       <% end %>
@@ -12,15 +12,15 @@
 
     <div id="transactions" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".transaction") %>">
       <div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
-        <%= render "account/entries/entryables/transaction/selection_bar" %>
+        <%= render "selection_bar" %>
       </div>
 
-      <% if @transaction_entries.empty? %>
+      <% if @entries.empty? %>
         <p class="text-gray-500 py-4"><%= t(".no_transactions") %></p>
       <% else %>
         <div class="space-y-6">
-          <% @transaction_entries.group_by(&:date).each do |date, entries| %>
-            <%= render "entry_group", date:, entries: entries %>
+          <%= entries_by_date(@entries) do |entries| %>
+            <%= render entries %>
           <% end %>
         </div>
       <% end %>

app/views/account/transactions/show.html.erb

@@ -1,6 +1,4 @@
-<%# locals: (entry:) %>
-
-<% transaction, account = entry.account_transaction, entry.account %>
+<% entry, transaction, account = @entry, @entry.account_transaction, @entry.account %>
 
 <%= drawer do %>
   <div>
@@ -27,7 +25,7 @@
         </summary>
 
         <div class="pb-6">
-          <%= styled_form_with model: [account, entry], url: account_entry_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
+          <%= styled_form_with model: [account, entry], url: account_transaction_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
             <%= f.text_field :name, label: t(".name_label"), "data-auto-submit-form-target": "auto" %>
             <% unless entry.marked_as_transfer? %>
               <div class="flex space-x-2">
@@ -60,15 +58,15 @@
         </summary>
 
         <div class="pb-6">
-          <%= styled_form_with model: [account, entry], url: account_entry_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
+          <%= styled_form_with model: [account, entry], url: account_transaction_path(account, entry), class: "space-y-2", data: { controller: "auto-submit-form" } do |f| %>
 
             <%= f.fields_for :entryable do |ef| %>
               <%= ef.select :tag_ids,
                             options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), transaction.tag_ids),
                             {
                               multiple: true,
-                              label: t(".tags_label"),
-                              class: "placeholder:text-gray-500"
+                              label:    t(".tags_label"),
+                              class:    "placeholder:text-gray-500"
                             },
                             "data-auto-submit-form-target": "auto" %>
               <%= ef.text_area :notes, label: t(".note_label"), placeholder: t(".note_placeholder"), "data-auto-submit-form-target": "auto" %>
@@ -84,7 +82,7 @@
         </summary>
 
         <div class="pb-6">
-          <%= styled_form_with model: [account, entry], url: account_entry_path(account, entry), class: "p-3 space-y-3", data: { controller: "auto-submit-form" } do |f| %>
+          <%= styled_form_with model: [account, entry], url: account_transaction_path(account, entry), class: "p-3 space-y-3", data: { controller: "auto-submit-form" } do |f| %>
             <%= f.fields_for :entryable do |ef| %>
               <div class="flex cursor-pointer items-center gap-2 justify-between">
                 <div class="text-sm space-y-1">
@@ -110,8 +108,8 @@
               <%= button_to t(".delete"),
                             account_entry_path(account, entry),
                             method: :delete,
-                            class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
-                            data: { turbo_confirm: true, turbo_frame: "_top" } %>
+                            class:  "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
+                            data:   { turbo_confirm: true, turbo_frame: "_top" } %>
             </div>
           <% end %>
         </div>

app/views/account/transfers/_form.html.erb

@@ -1,4 +1,11 @@
 <%= styled_form_with model: transfer, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
+  <% if transfer.errors.present? %>
+    <div class="text-red-600 flex items-center gap-2">
+      <%= lucide_icon "circle-alert", class: "w-5 h-5" %>
+      <p class="text-sm"><%= @transfer.errors.full_messages.to_sentence %></p>
+    </div>
+  <% end %>
+
   <section>
     <fieldset class="bg-gray-50 rounded-lg p-1 grid grid-flow-col justify-stretch gap-x-2">
       <%= link_to new_transaction_path(nature: "expense"), data: { turbo_frame: :modal }, class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-gray-400" do %>

app/views/account/transfers/new.html.erb

@@ -1,17 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto p-4 space-y-4 w-screen max-w-xl">
-    <header class="flex justify-between">
-      <%= tag.h2 t(".title"), class: "font-medium text-xl" %>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <% if @transfer.errors.present? %>
-      <div class="text-red-600 flex items-center gap-2">
-        <%= lucide_icon "circle-alert", class: "w-5 h-5" %>
-        <p class="text-sm"><%= @transfer.errors.full_messages.to_sentence %></p>
-      </div>
-    <% end %>
-
-    <%= render "form", transfer: @transfer %>
-  </article>
+<%= modal_form_wrapper title: t(".title") do %>
+  <%= render "form", transfer: @transfer %>
 <% end %>

app/views/account/valuations/_form.html.erb

@@ -1,7 +1,8 @@
 <%# locals: (entry:) %>
+
 <%= form_with model: [entry.account, entry],
               data: { turbo_frame: "_top" },
-              url: entry.new_record? ? account_entries_path(entry.account) : account_entry_path(entry.account, entry) do |f| %>
+              url: entry.new_record? ? account_valuations_path(entry.account) : account_entry_path(entry.account, entry) do |f| %>
   <div class="grid grid-cols-10 p-4 items-center">
     <div class="col-span-7 flex items-center gap-4">
       <div class="w-8 h-8 rounded-full p-1.5 flex items-center justify-center bg-gray-500/5">
@@ -11,12 +12,11 @@
         <%= f.date_field :date, required: "required", min: Account::Entry.min_supported_date, max: Date.current, class: "border border-alpha-black-200 bg-white rounded-lg shadow-xs min-w-[200px] px-3 py-1.5 text-gray-900 text-sm" %>
         <%= f.number_field :amount, required: "required", placeholder: "0.00", step: "0.01", class: "bg-white border border-alpha-black-200 rounded-lg shadow-xs text-gray-900 text-sm px-3 py-1.5 text-right" %>
         <%= f.hidden_field :currency, value: entry.account.currency %>
-        <%= f.hidden_field :entryable_type, value: entry.entryable_type %>
       </div>
     </div>
 
     <div class="col-span-3 flex gap-2 justify-end items-center">
-      <%= link_to t(".cancel"), valuation_account_entries_path(entry.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
+      <%= link_to t(".cancel"), account_valuations_path(entry.account), class: "text-sm text-gray-900 hover:text-gray-800 font-medium px-3 py-1.5" %>
       <%= f.submit class: "bg-gray-50 rounded-lg font-medium px-3 py-1.5 cursor-pointer hover:bg-gray-100 text-sm" %>
     </div>
   </div>

app/views/account/valuations/edit.html.erb

@@ -0,0 +1,3 @@
+<%= turbo_frame_tag dom_id(@entry) do %>
+  <%= render "account/valuations/form", entry: @entry %>
+<% end %>

app/views/account/valuations/index.html.erb

@@ -2,8 +2,8 @@
   <div class="bg-white space-y-4 p-5 border border-alpha-black-25 rounded-xl shadow-xs">
     <div class="flex items-center justify-between">
       <%= tag.h2 t(".valuations"), class: "font-medium text-lg" %>
-      <%= link_to new_account_entry_path(@account, entryable_type: "Account::Valuation"),
-                  data: { turbo_frame: dom_id(@account.entries.account_valuations.new) },
+      <%= link_to new_account_valuation_path(@account),
+                  data:  { turbo_frame: dom_id(@account.entries.account_valuations.new) },
                   class: "flex gap-1 font-medium items-center bg-gray-50 text-gray-900 p-2 rounded-lg" do %>
         <%= lucide_icon("plus", class: "w-5 h-5 text-gray-900") %>
         <%= tag.span t(".new_entry"), class: "text-sm" %>
@@ -21,11 +21,11 @@
       <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
         <%= turbo_frame_tag dom_id(@account.entries.account_valuations.new) %>
 
-        <% if @valuation_entries.any? %>
-          <%= render partial: "account/entries/entryables/valuation/valuation",
-                     collection: @valuation_entries,
-                     as: :entry,
-                     spacer_template: "ruler" %>
+        <% if @entries.any? %>
+          <%= render partial: "account/valuations/valuation",
+                     collection:      @entries,
+                     as:              :entry,
+                     spacer_template: "account/entries/ruler" %>
         <% else %>
           <p class="text-gray-500 text-sm p-4"><%= t(".no_valuations") %></p>
         <% end %>

app/views/account/valuations/new.html.erb

@@ -0,0 +1,4 @@
+<%= turbo_frame_tag dom_id(@entry) do %>
+  <%= render "account/valuations/form", entry: @entry %>
+  <div class="h-px bg-alpha-black-50 ml-20 mr-4"></div>
+<% end %>

app/views/account/valuations/show.html.erb

@@ -0,0 +1,3 @@
+<% entry = @entry %>
+
+<%= render "account/valuations/valuation", entry: entry %>

app/views/accounts/_tooltip.html.erb

@@ -0,0 +1,26 @@
+<%# locals: (account:) -%>
+<div data-controller="tooltip" data-tooltip-target="element" data-tooltip-placement-value="right" data-tooltip-offset-value=10 data-tooltip-cross-axis-value=50>
+  <%= lucide_icon("info", class: "w-4 h-4 shrink-0 text-gray-500") %>
+  <div id="tooltip" role="tooltip" data-tooltip-target="tooltip" class="tooltip bg-gray-700 text-sm p-2 rounded w-64">
+    <div class="text-white">
+      <%= t(".total_value_tooltip") %>
+    </div>
+    <div class="flex pt-3">
+      <div class="text-gray-300">
+        <%= t(".holdings") %>
+      </div>
+      <div class="text-white ml-auto">
+        <%= tag.p format_money(account.investment.holdings_value, precision: 0) %>
+      </div>
+    </div>
+    <div class="flex">
+      <div class="text-gray-300">
+        <%= t(".cash") %>
+      </div>
+      <div class="text-white ml-auto">
+        <%= tag.p format_money(account.balance_money, precision: 0) %>
+      </div>
+    </div>
+  </div>
+  <div data-tooltip-target="arrow"></div>
+</div>

app/views/accounts/edit.html.erb

@@ -1,22 +1,15 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".edit", account: @account.name) %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
+<%= modal_form_wrapper title: t(".edit", account: @account.name) do %>
+  <%= styled_form_with model: @account, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
+    <%= f.text_field :name, label: t(".name") %>
+    <%= money_with_currency_field f, :balance_money, label: t(".balance"), default_currency: @account.currency, disable_currency: true %>
 
-    <%= styled_form_with model: @account, class: "space-y-4", data: { turbo_frame: "_top" } do |f| %>
-      <%= f.text_field :name, label: t(".name") %>
-      <%= money_with_currency_field f, :balance_money, label: t(".balance"), default_currency: @account.currency, disable_currency: true %>
+    <div class="relative">
+      <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
+      <%= link_to new_institution_path do %>
+        <%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
+      <% end %>
+    </div>
 
-      <div class="relative">
-        <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
-        <%= link_to new_institution_path do %>
-          <%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
-        <% end %>
-      </div>
-
-      <%= f.submit %>
-    <% end %>
-  </article>
+    <%= f.submit %>
+  <% end %>
 <% end %>

app/views/accounts/show.html.erb

@@ -52,7 +52,12 @@
   <div class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg">
     <div class="p-4 flex justify-between">
       <div class="space-y-2">
-        <%= tag.p t(".total_value"), class: "text-sm font-medium text-gray-500" %>
+        <div class="flex items-center gap-1">
+          <div>
+            <%= tag.p t(".total_value"), class: "text-sm font-medium text-gray-500" %>
+          </div>
+          <%= render "tooltip", account: @account if @account.investment? %>
+        </div>
         <%= tag.p format_money(@account.value, precision: 0), class: "text-gray-900 text-3xl font-medium" %>
         <div>
           <% if @series.trend.direction.flat? %>

app/views/categories/edit.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".edit") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", category: @category %>
-  </article>
+<%= modal_form_wrapper title: t(".edit") do %>
+  <%= render "form", category: @category %>
 <% end %>

app/views/categories/new.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".new_category") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", category: @category %>
-  </article>
+<%= modal_form_wrapper title: t(".new_category") do %>
+  <%= render "form", category: @category %>
 <% end %>

app/views/category/deletions/new.html.erb

@@ -1,34 +1,21 @@
-<%= modal do %>
-  <article class="mx-auto p-4 w-screen max-w-md">
-    <div class="space-y-2">
-      <header class="flex justify-between">
-        <h2 class="font-medium text-xl"><%= t(".delete_category") %></h2>
-        <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-      </header>
+<%= modal_form_wrapper title: t(".delete_category"), subtitle: t(".explanation", category_name: @category.name) do %>
+  <%= styled_form_with url: category_deletions_path(@category),
+                       class: "space-y-4",
+                       data: {
+                         turbo: false,
+                         controller: "deletion",
+                         deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
+                         deletion_safe_action_class: "form-field__submit border border-transparent",
+                         deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
+                         deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
+    <%= f.collection_select :replacement_category_id,
+                            Current.family.categories.alphabetically.without(@category),
+                            :id, :name,
+                            { prompt: t(".replacement_category_prompt"), label: t(".category") },
+                            { data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
 
-      <p class="text-gray-500 font-light">
-        <%= t(".explanation", category_name: @category.name) %>
-      </p>
-    </div>
-
-    <%= styled_form_with url: category_deletions_path(@category),
-                         class: "space-y-4",
-                         data: {
-                           turbo: false,
-                           controller: "deletion",
-                           deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
-                           deletion_safe_action_class: "form-field__submit border border-transparent",
-                           deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", category_name: @category.name),
-                           deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", category_name: @category.name) } do |f| %>
-      <%= f.collection_select :replacement_category_id,
-                              Current.family.categories.alphabetically.without(@category),
-                              :id, :name,
-                              { prompt: t(".replacement_category_prompt"), label: t(".category") },
-                              { data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
-
-      <%= f.submit t(".delete_and_leave_uncategorized", category_name: @category.name),
-                   class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
-                   data: { deletion_target: "submitButton" } %>
-    <% end %>
-  </article>
+    <%= f.submit t(".delete_and_leave_uncategorized", category_name: @category.name),
+                 class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
+                 data: { deletion_target: "submitButton" } %>
+  <% end %>
 <% end %>

app/views/category/dropdowns/_row.html.erb

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

app/views/category/dropdowns/show.html.erb

@@ -25,7 +25,7 @@
       <% end %>
 
       <% if @transaction.category %>
-        <%= button_to account_entry_path(@transaction.entry.account, @transaction.entry),
+        <%= button_to account_transaction_path(@transaction.entry.account, @transaction.entry),
                       method: :patch,
                       data: { turbo_frame: dom_id(@transaction.entry) },
                       params: { account_entry: { entryable_type: "Account::Transaction", entryable_attributes: { id: @transaction.id, category_id: nil } } },

app/views/imports/confirm.html.erb

@@ -9,14 +9,8 @@
   </div>
 
   <div class="mb-8 space-y-4">
-    <% transaction_entries = @import.dry_run %>
-    <% transaction_entries.group_by(&:date).each do |date, transactions| %>
-      <%= render "account/entries/entry_group",
-                 date: date,
-                 entries: transactions,
-                 show_tags: true,
-                 selectable: false,
-                 editable: false %>
+    <%= entries_by_date(@import.dry_run, selectable: false) do |entries| %>
+      <%= render entries, show_tags: true, selectable: false, editable: false %>
     <% end %>
   </div>
 

app/views/institutions/edit.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".edit", institution: @institution.name) %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", institution: @institution %>
-  </article>
+<%= modal_form_wrapper title: t(".edit", institution: @institution.name) do %>
+  <%= render "form", institution: @institution %>
 <% end %>

app/views/institutions/new.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".new_institution") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", institution: @institution %>
-  </article>
+<%= modal_form_wrapper title: t(".new_institution") do %>
+  <%= render "form", institution: @institution %>
 <% end %>

app/views/merchants/edit.html.erb

@@ -1,10 +1,3 @@
-<%= modal classes: "max-w-fit" do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".title") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", merchant: @merchant %>
-  </article>
+<%= modal_form_wrapper title: t(".title") do %>
+  <%= render "form", merchant: @merchant %>
 <% end %>

app/views/merchants/new.html.erb

@@ -1,10 +1,3 @@
-<%= modal classes: "max-w-fit" do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".title") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", merchant: @merchant %>
-  </article>
+<%= modal_form_wrapper title: t(".title") do %>
+  <%= render "form", merchant: @merchant %>
 <% end %>

app/views/pages/dashboard.html.erb

@@ -162,13 +162,8 @@
         </div>
       <% else %>
         <div class="text-gray-500 p-1 space-y-1 bg-gray-25 rounded-xl">
-          <% @transaction_entries.group_by(&:date).each do |date, transactions| %>
-            <%= render "account/entries/entry_group",
-                       date: date,
-                       entries: transactions,
-                       selectable: false,
-                       editable: false,
-                       short: true %>
+          <%= entries_by_date(@transaction_entries, selectable: false) do |entries| %>
+            <%= render entries, selectable: false, editable: false, short: true %>
           <% end %>
 
           <p class="py-2 text-sm text-center"><%= link_to t(".view_all"), transactions_path %></p>

app/views/shared/_modal_form.html.erb

@@ -0,0 +1,18 @@
+<%# locals: (title:, content:, subtitle: nil) %>
+
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[450px] max-w-xl">
+    <div class="space-y-2">
+      <header class="flex justify-between">
+        <h2 class="font-medium text-xl"><%= title %></h2>
+        <%= lucide_icon("x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" }) %>
+      </header>
+
+      <% if subtitle.present? %>
+        <%= tag.p subtitle, class: "text-gray-500 font-light" %>
+      <% end %>
+    </div>
+
+    <%= content %>
+  </article>
+<% end %>

app/views/shared/_money_field.html.erb

@@ -1,7 +1,7 @@
 <%# locals: (form:, money_method:, default_currency:, disable_currency: false, hide_currency: false, label: nil) %>
 
 <% fallback_label = t(".money-label") %>
-<% currency = form.object.send(money_method)&.currency || Money::Currency.new(default_currency) %>
+<% currency = form.object ? (form.object.send(money_method)&.currency || Money::Currency.new(default_currency)) : Money::Currency.new(default_currency) %>
 
 <div class="form-field pr-0" data-controller="money-field">
   <%= form.label label || fallback_label, { class: "form-field__label" } %>

app/views/tag/deletions/new.html.erb

@@ -1,34 +1,21 @@
-<%= modal do %>
-  <article class="mx-auto p-4 w-screen max-w-md">
-    <div class="space-y-2">
-      <header class="flex justify-between">
-        <h2 class="font-medium text-xl"><%= t(".delete_tag") %></h2>
-        <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-      </header>
+<%= modal_form_wrapper title: t(".delete_tag"), subtitle: t(".explanation", tag_name: @tag.name) do %>
+  <%= styled_form_with url: tag_deletions_path(@tag),
+                       class: "space-y-4",
+                       data: {
+                         turbo: false,
+                         controller: "deletion",
+                         deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
+                         deletion_safe_action_class: "form-field__submit border border-transparent",
+                         deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", tag_name: @tag.name),
+                         deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", tag_name: @tag.name) } do |f| %>
+    <%= f.collection_select :replacement_tag_id,
+                            Current.family.tags.alphabetically.without(@tag),
+                            :id, :name,
+                            { prompt: t(".replacement_tag_prompt"), label: t(".tag") },
+                            { data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
 
-      <p class="text-gray-500 font-light">
-        <%= t(".explanation", tag_name: @tag.name) %>
-      </p>
-    </div>
-
-    <%= styled_form_with url: tag_deletions_path(@tag),
-                         class: "space-y-4",
-                         data: {
-                           turbo: false,
-                           controller: "deletion",
-                           deletion_dangerous_action_class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
-                           deletion_safe_action_class: "form-field__submit border border-transparent",
-                           deletion_submit_text_when_not_replacing_value: t(".delete_and_leave_uncategorized", tag_name: @tag.name),
-                           deletion_submit_text_when_replacing_value: t(".delete_and_recategorize", tag_name: @tag.name) } do |f| %>
-      <%= f.collection_select :replacement_tag_id,
-                              Current.family.tags.alphabetically.without(@tag),
-                              :id, :name,
-                              { prompt: t(".replacement_tag_prompt"), label: t(".tag") },
-                              { data: { deletion_target: "replacementField", action: "deletion#updateSubmitButton" } } %>
-
-      <%= f.submit t(".delete_and_leave_uncategorized", tag_name: @tag.name),
-                   class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
-                   data: { deletion_target: "submitButton" } %>
-    <% end %>
-  </article>
+    <%= f.submit t(".delete_and_leave_uncategorized", tag_name: @tag.name),
+                 class: "form-field__submit bg-white text-red-600 border hover:bg-red-50",
+                 data: { deletion_target: "submitButton" } %>
+  <% end %>
 <% end %>

app/views/tags/edit.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".edit") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", tag: @tag %>
-  </article>
+<%= modal_form_wrapper title: t(".edit") do %>
+  <%= render "form", tag: @tag %>
 <% end %>

app/views/tags/new.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto w-full p-4 space-y-4">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".new") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", tag: @tag %>
-  </article>
+<%= modal_form_wrapper title: t(".new") do %>
+  <%= render "form", tag: @tag %>
 <% end %>

app/views/transactions/index.html.erb

@@ -11,7 +11,7 @@
 
     <% if @transaction_entries.present? %>
       <div hidden id="entry-selection-bar" data-bulk-select-target="selectionBar">
-        <%= render "account/entries/entryables/transaction/selection_bar" %>
+        <%= render "account/transactions/selection_bar" %>
       </div>
       <div class="grow overflow-y-auto">
         <div class="grid grid-cols-12 bg-gray-25 rounded-xl px-5 py-3 text-xs uppercase font-medium text-gray-500 items-center mb-4">
@@ -27,8 +27,9 @@
           <p class="col-span-2 justify-self-end">amount</p>
         </div>
         <div class="space-y-6">
-          <% @transaction_entries.group_by(&:date).each do |date, entries| %>
-            <%= render "account/entries/entry_group", date:, combine_transfers: true, entries: %>
+          <%= entries_by_date(@transaction_entries) do |entries| %>
+            <%= render entries.reject { |e| e.transfer_id.present? }, selectable: true %>
+            <%= render transfer_entries(entries), selectable: false %>
           <% end %>
         </div>
       </div>

app/views/transactions/new.html.erb

@@ -1,10 +1,3 @@
-<%= modal do %>
-  <article class="mx-auto p-4 space-y-4 w-screen max-w-xl">
-    <header class="flex justify-between">
-      <h2 class="font-medium text-xl"><%= t(".new_transaction") %></h2>
-      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
-    </header>
-
-    <%= render "form", transaction: @transaction, entry: @entry %>
-  </article>
+<%= modal_form_wrapper title: t(".new_transaction") do %>
+  <%= render "form", transaction: @transaction, entry: @entry %>
 <% end %>

config/brakeman.ignore

@@ -1,74 +1,6 @@
 {
   "ignored_warnings": [
-    {
-      "warning_type": "Dynamic Render Path",
-      "warning_code": 15,
-      "fingerprint": "6179565a9eb1786348e6bbaf5d838b77f9075551930a6ca8ba33fbbf6d2adf26",
-      "check_name": "Render",
-      "message": "Render path contains parameter value",
-      "file": "app/views/account/entries/show.html.erb",
-      "line": 1,
-      "link": "https://brakemanscanner.org/docs/warning_types/dynamic_render_path/",
-      "code": "render(partial => permitted_entryable_partial_path(Current.family.accounts.find(params[:account_id]).entries.find(params[:id]), \"show\"), { :locals => ({ :entry => Current.family.accounts.find(params[:account_id]).entries.find(params[:id]) }) })",
-      "render_path": [
-        {
-          "type": "controller",
-          "class": "Account::EntriesController",
-          "method": "show",
-          "line": 42,
-          "file": "app/controllers/account/entries_controller.rb",
-          "rendered": {
-            "name": "account/entries/show",
-            "file": "app/views/account/entries/show.html.erb"
-          }
-        }
-      ],
-      "location": {
-        "type": "template",
-        "template": "account/entries/show"
-      },
-      "user_input": "params[:id]",
-      "confidence": "Weak",
-      "cwe_id": [
-        22
-      ],
-      "note": ""
-    },
-    {
-      "warning_type": "Dynamic Render Path",
-      "warning_code": 15,
-      "fingerprint": "7a182d062523a7fe890fbe5945c0004aeec1044ac764430f1d464326e5fa2710",
-      "check_name": "Render",
-      "message": "Render path contains parameter value",
-      "file": "app/views/account/entries/edit.html.erb",
-      "line": 2,
-      "link": "https://brakemanscanner.org/docs/warning_types/dynamic_render_path/",
-      "code": "render(action => permitted_entryable_partial_path(Current.family.accounts.find(params[:account_id]).entries.find(params[:id]), \"edit\"), { :entry => Current.family.accounts.find(params[:account_id]).entries.find(params[:id]) })",
-      "render_path": [
-        {
-          "type": "controller",
-          "class": "Account::EntriesController",
-          "method": "edit",
-          "line": 29,
-          "file": "app/controllers/account/entries_controller.rb",
-          "rendered": {
-            "name": "account/entries/edit",
-            "file": "app/views/account/entries/edit.html.erb"
-          }
-        }
-      ],
-      "location": {
-        "type": "template",
-        "template": "account/entries/edit"
-      },
-      "user_input": "params[:id]",
-      "confidence": "Weak",
-      "cwe_id": [
-        22
-      ],
-      "note": ""
-    }
   ],
-  "updated": "2024-06-30 12:52:10 -0400",
+  "updated": "2024-08-09 10:16:00 -0400",
   "brakeman_version": "6.1.2"
 }

config/importmap.rb

@@ -46,3 +46,7 @@ pin "d3-zoom" # @3.0.0
 pin "delaunator" # @5.0.1
 pin "internmap" # @2.0.3
 pin "robust-predicates" # @3.0.2
+pin "@floating-ui/dom", to: "@floating-ui--dom.js" # @1.6.9
+pin "@floating-ui/core", to: "@floating-ui--core.js" # @1.6.6
+pin "@floating-ui/utils", to: "@floating-ui--utils.js" # @0.2.6
+pin "@floating-ui/utils/dom", to: "@floating-ui--utils--dom.js" # @0.2.6

config/initializers/version.rb

@@ -10,7 +10,7 @@ module Maybe
 
     private
       def semver
-        "0.1.0-alpha.13"
+        "0.1.0-alpha.14"
       end
   end
 end

config/locales/views/account/entries/en.yml

@@ -2,92 +2,12 @@
 en:
   account:
     entries:
-      create:
-        success: "%{name} created"
       destroy:
         success: Entry deleted
       empty:
         description: Try adding an entry, editing filters or refining your search
         title: No entries found
-      entryables:
-        trade:
-          show:
-            overview: Overview
-          trade:
-            buy: Buy
-            sell: Sell
-        transaction:
-          selection_bar:
-            mark_transfers: Mark as transfers?
-            mark_transfers_confirm: Mark as transfers
-            mark_transfers_message: By marking transactions as transfers, they will
-              no longer be included in income or spending calculations.
-          show:
-            account_label: Account
-            account_placeholder: Select an account
-            additional: Additional
-            amount: Amount
-            category_label: Category
-            category_placeholder: Select a category
-            date_label: Date
-            delete: Delete
-            delete_subtitle: This permanently deletes the transaction, affects your
-              historical balances, and cannot be undone.
-            delete_title: Delete transaction
-            exclude_subtitle: This excludes the transaction from any in-app features
-              or analytics.
-            exclude_title: Exclude transaction
-            merchant_label: Merchant
-            merchant_placeholder: Select a merchant
-            name_label: Name
-            nature: Transaction type
-            note_label: Notes
-            note_placeholder: Enter a note
-            overview: Overview
-            settings: Settings
-            tags_label: Select one or more tags
-          transaction:
-            deposit: Deposit
-            remove_transfer: Remove transfer
-            remove_transfer_body: This will remove the transfer from this transaction
-            remove_transfer_confirm: Confirm
-            withdrawal: Withdrawal
-        valuation:
-          form:
-            cancel: Cancel
-          valuation:
-            confirm_accept: Delete entry
-            confirm_body_html: "<p>Deleting this entry will remove it from the account’s
-              history which will impact different parts of your account. This includes
-              the net worth and account graphs.</p></br><p>The only way you’ll be
-              able to add this entry back is by re-entering it manually via a new
-              entry</p>"
-            confirm_title: Delete Entry?
-            delete_entry: Delete entry
-            edit_entry: Edit entry
-            no_change: No change
-            start_balance: Starting balance
-            value_update: Value update
       loading:
         loading: Loading entries...
-      trades:
-        amount: Amount
-        new: New transaction
-        no_trades: No transactions for this account yet.
-        trade: transaction
-        trades: Transactions
-        type: Type
-      transactions:
-        new: New transaction
-        no_transactions: No transactions for this account yet.
-        transaction: transaction
-        transactions: Transactions
       update:
         success: Entry updated
-      valuations:
-        change: change
-        date: date
-        new_entry: New entry
-        no_valuations: No valuations for this account yet
-        valuations: Value history
-        value: value

config/locales/views/account/holdings/en.yml

@@ -11,7 +11,7 @@ en:
         name: name
         needs_sync: Your account needs to sync the latest prices to calculate this
           portfolio
-        new_holding: New holding
+        new_holding: New transaction
         no_holdings: No holdings to show.
         return: total return
         weight: weight

config/locales/views/account/trades/en.yml

@@ -0,0 +1,31 @@
+---
+en:
+  account:
+    trades:
+      create:
+        success: Transaction created successfully.
+      form:
+        holding: Ticker symbol
+        price: Price per share
+        qty: Quantity
+        submit: Add transaction
+        ticker_placeholder: AAPL
+        type: Type
+      index:
+        amount: Amount
+        new: New transaction
+        no_trades: No transactions for this account yet.
+        trade: transaction
+        trades: Transactions
+        type: Type
+      new:
+        title: New transaction
+      show:
+        overview: Overview
+      trade:
+        buy: Buy
+        deposit: Deposit
+        inflow: Inflow
+        outflow: Outflow
+        sell: Sell
+        withdrawal: Withdrawal

config/locales/views/account/transactions/en.yml

@@ -0,0 +1,44 @@
+---
+en:
+  account:
+    transactions:
+      index:
+        new: New transaction
+        no_transactions: No transactions for this account yet.
+        transaction: transaction
+        transactions: Transactions
+      selection_bar:
+        mark_transfers: Mark as transfers?
+        mark_transfers_confirm: Mark as transfers
+        mark_transfers_message: By marking transactions as transfers, they will no
+          longer be included in income or spending calculations.
+      show:
+        account_label: Account
+        account_placeholder: Select an account
+        additional: Additional
+        amount: Amount
+        category_label: Category
+        category_placeholder: Select a category
+        date_label: Date
+        delete: Delete
+        delete_subtitle: This permanently deletes the transaction, affects your historical
+          balances, and cannot be undone.
+        delete_title: Delete transaction
+        exclude_subtitle: This excludes the transaction from any in-app features or
+          analytics.
+        exclude_title: Exclude transaction
+        merchant_label: Merchant
+        merchant_placeholder: Select a merchant
+        name_label: Name
+        nature: Transaction type
+        note_label: Notes
+        note_placeholder: Enter a note
+        overview: Overview
+        settings: Settings
+        tags_label: Select one or more tags
+      transaction:
+        remove_transfer: Remove transfer
+        remove_transfer_body: This will remove the transfer from this transaction
+        remove_transfer_confirm: Confirm
+      update:
+        success: Transaction updated successfully.

config/locales/views/account/valuations/en.yml

@@ -0,0 +1,27 @@
+---
+en:
+  account:
+    valuations:
+      create:
+        success: Valuation created successfully.
+      form:
+        cancel: Cancel
+      index:
+        change: change
+        date: date
+        new_entry: New entry
+        no_valuations: No valuations for this account yet
+        valuations: Value history
+        value: value
+      valuation:
+        confirm_accept: Delete entry
+        confirm_body_html: "<p>Deleting this entry will remove it from the account’s
+          history which will impact different parts of your account. This includes
+          the net worth and account graphs.</p></br><p>The only way you’ll be able
+          to add this entry back is by re-entering it manually via a new entry</p>"
+        confirm_title: Delete Entry?
+        delete_entry: Delete entry
+        edit_entry: Edit entry
+        no_change: No change
+        start_balance: Starting balance
+        value_update: Value update

config/locales/views/accounts/en.yml

@@ -71,5 +71,10 @@ en:
       new: New account
     sync_all:
       success: Successfully queued accounts for syncing.
+    tooltip:
+      cash: Cash
+      holdings: Holdings
+      total_value_tooltip: The total value is the sum of cash balance and your holdings
+        value, minus margin loans.
     update:
       success: Account updated

config/routes.rb

@@ -81,13 +81,11 @@ Rails.application.routes.draw do
       resources :holdings, only: %i[ index new show ]
       resources :cashes, only: :index
 
-      resources :entries, except: :index do
-        collection do
-          get "transactions", as: :transaction
-          get "valuations", as: :valuation
-          get "trades", as: :trade
-        end
-      end
+      resources :transactions, only: %i[ index update ]
+      resources :valuations, only: %i[ index new create ]
+      resources :trades, only: %i[ index new create ]
+
+      resources :entries, only: %i[ edit update show destroy ]
     end
   end
 

db/migrate/20240807153618_add_currency_field_to_trade.rb

@@ -0,0 +1,5 @@
+class AddCurrencyFieldToTrade < ActiveRecord::Migration[7.2]
+  def change
+    add_column :account_trades, :currency, :string
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2024_07_31_191344) do
+ActiveRecord::Schema[7.2].define(version: 2024_08_07_153618) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -81,6 +81,7 @@ ActiveRecord::Schema[7.2].define(version: 2024_07_31_191344) do
     t.decimal "price", precision: 19, scale: 4
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.string "currency"
     t.index ["security_id"], name: "index_account_trades_on_security_id"
   end
 

test/application_system_test_case.rb

@@ -3,6 +3,9 @@ require "test_helper"
 class ApplicationSystemTestCase < ActionDispatch::SystemTestCase
   setup do
     Capybara.default_max_wait_time = 5
+
+    # Prevent "auto sync" from running when tests execute enqueued jobs
+    families(:dylan_family).update! last_synced_at: Time.now
   end
 
   driven_by :selenium, using: ENV["CI"].present? ? :headless_chrome : :chrome, screen_size: [ 1400, 1400 ]

test/controllers/account/entries_controller_test.rb

@@ -5,114 +5,15 @@ class Account::EntriesControllerTest < ActionDispatch::IntegrationTest
     sign_in @user = users(:family_admin)
     @transaction = account_entries :transaction
     @valuation = account_entries :valuation
+    @trade = account_entries :trade
   end
 
-  test "should edit valuation entry" do
-    get edit_account_entry_url(@valuation.account, @valuation)
-    assert_response :success
-  end
+  # =================
+  # Shared
+  # =================
 
-  test "should show transaction entry" do
-    get account_entry_url(@transaction.account, @transaction)
-    assert_response :success
-  end
-
-  test "should show valuation entry" do
-    get account_entry_url(@valuation.account, @valuation)
-    assert_response :success
-  end
-
-  test "should get list of transaction entries" do
-    get transaction_account_entries_url(@transaction.account)
-    assert_response :success
-  end
-
-  test "should get list of valuation entries" do
-    get valuation_account_entries_url(@valuation.account)
-    assert_response :success
-  end
-
-  test "gets new entry by type" do
-    get new_account_entry_url(@valuation.account, entryable_type: "Account::Valuation")
-    assert_response :success
-  end
-
-  test "should create valuation" do
-    assert_difference [ "Account::Entry.count", "Account::Valuation.count" ], 1 do
-      post account_entries_url(@valuation.account), params: {
-        account_entry: {
-          name: "Manual valuation",
-          amount: 19800,
-          date: Date.current,
-          currency: @valuation.account.currency,
-          entryable_type: "Account::Valuation",
-          entryable_attributes: {}
-        }
-      }
-    end
-
-    assert_equal "Valuation created", flash[:notice]
-    assert_enqueued_with job: AccountSyncJob
-    assert_redirected_to account_path(@valuation.account)
-  end
-
-  test "error when valuation already exists for date" do
-    assert_no_difference_in_entries do
-      post account_entries_url(@valuation.account), params: {
-        account_entry: {
-          amount: 19800,
-          date: @valuation.date,
-          currency: @valuation.currency,
-          entryable_type: "Account::Valuation",
-          entryable_attributes: {}
-        }
-      }
-    end
-
-    assert_equal "Date has already been taken", flash[:alert]
-    assert_redirected_to account_path(@valuation.account)
-  end
-
-  test "can update entry without entryable attributes" do
-    assert_no_difference_in_entries do
-      patch account_entry_url(@valuation.account, @valuation), params: {
-        account_entry: {
-          name: "Updated name"
-        }
-      }
-    end
-
-    assert_redirected_to account_entry_url(@valuation.account, @valuation)
-    assert_enqueued_with(job: AccountSyncJob)
-  end
-
-  test "should update transaction entry with entryable attributes" do
-    assert_no_difference_in_entries do
-      patch account_entry_url(@transaction.account, @transaction), params: {
-        account_entry: {
-          name: "Updated name",
-          date: Date.current,
-          currency: "USD",
-          amount: 20,
-          entryable_type: @transaction.entryable_type,
-          entryable_attributes: {
-            id: @transaction.entryable_id,
-            tag_ids: [ Tag.first.id, Tag.second.id ],
-            category_id: Category.first.id,
-            merchant_id: Merchant.first.id,
-            notes: "test notes",
-            excluded: false
-          }
-        }
-      }
-    end
-
-    assert_redirected_to account_entry_url(@transaction.account, @transaction)
-    assert_enqueued_with(job: AccountSyncJob)
-  end
-
-  test "should destroy transaction entry" do
-    [ @transaction, @valuation ].each do |entry|
+  test "should destroy entry" do
+    [ @transaction, @valuation, @trade ].each do |entry|
       assert_difference -> { Account::Entry.count } => -1, -> { entry.entryable_class.count } => -1 do
         delete account_entry_url(entry.account, entry)
       end
@@ -122,6 +23,38 @@ class Account::EntriesControllerTest < ActionDispatch::IntegrationTest
     end
   end
 
+  test "gets show" do
+    [ @transaction, @valuation, @trade ].each do |entry|
+      get account_entry_url(entry.account, entry)
+      assert_response :success
+    end
+  end
+
+  test "gets edit" do
+    [ @valuation ].each do |entry|
+      get edit_account_entry_url(entry.account, entry)
+      assert_response :success
+    end
+  end
+
+  test "can update generic entry" do
+    [ @transaction, @valuation, @trade ].each do |entry|
+      assert_no_difference_in_entries do
+        patch account_entry_url(entry.account, entry), params: {
+          account_entry: {
+            name: "Name",
+            date: Date.current,
+            currency: "USD",
+            amount: 100
+          }
+        }
+      end
+
+      assert_redirected_to account_entry_url(entry.account, entry)
+      assert_enqueued_with(job: AccountSyncJob)
+    end
+  end
+
   private
 
     # Simple guard to verify that nested attributes are passed the record ID to avoid new creation of record

test/controllers/account/trades_controller_test.rb

@@ -0,0 +1,63 @@
+require "test_helper"
+
+class Account::TradesControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @entry = account_entries :trade
+  end
+
+  test "should get index" do
+    get account_trades_url(@entry.account)
+    assert_response :success
+  end
+
+  test "should get new" do
+    get new_account_trade_url(@entry.account)
+    assert_response :success
+  end
+
+  test "creates trade buy entry" do
+    assert_difference [ "Account::Entry.count", "Account::Trade.count", "Security.count" ], 1 do
+      post account_trades_url(@entry.account), params: {
+        account_entry: {
+          type: "buy",
+          date: Date.current,
+          ticker: "NVDA",
+          qty: 10,
+          price: 10
+        }
+      }
+    end
+
+    created_entry = Account::Entry.order(created_at: :desc).first
+
+    assert created_entry.amount.positive?
+    assert created_entry.account_trade.qty.positive?
+    assert_equal "Transaction created successfully.", flash[:notice]
+    assert_enqueued_with job: AccountSyncJob
+    assert_redirected_to account_path(@entry.account)
+  end
+
+  test "creates trade sell entry" do
+    assert_difference [ "Account::Entry.count", "Account::Trade.count" ], 1 do
+      post account_trades_url(@entry.account), params: {
+        account_entry: {
+          type: "sell",
+          ticker: "AAPL",
+          date: Date.current,
+          currency: "USD",
+          qty: 10,
+          price: 10
+        }
+      }
+    end
+
+    created_entry = Account::Entry.order(created_at: :desc).first
+
+    assert created_entry.amount.negative?
+    assert created_entry.account_trade.qty.negative?
+    assert_equal "Transaction created successfully.", flash[:notice]
+    assert_enqueued_with job: AccountSyncJob
+    assert_redirected_to account_path(@entry.account)
+  end
+end

test/controllers/account/transactions_controller_test.rb

@@ -0,0 +1,40 @@
+require "test_helper"
+
+class Account::TransactionsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @entry = account_entries :transaction
+  end
+
+  test "should get index" do
+    get account_transactions_url(@entry.account)
+    assert_response :success
+  end
+
+  test "update" do
+    assert_no_difference [ "Account::Entry.count", "Account::Transaction.count" ] do
+      patch account_transaction_url(@entry.account, @entry), params: {
+        account_entry: {
+          name: "Name",
+          date: Date.current,
+          currency: "USD",
+          amount: 100,
+          nature: "income",
+          entryable_type: @entry.entryable_type,
+          entryable_attributes: {
+            id: @entry.entryable_id,
+            tag_ids: [ Tag.first.id, Tag.second.id ],
+            category_id: Category.first.id,
+            merchant_id: Merchant.first.id,
+            notes: "test notes",
+            excluded: false
+          }
+        }
+      }
+    end
+
+    assert_equal "Transaction updated successfully.", flash[:notice]
+    assert_redirected_to account_entry_url(@entry.account, @entry)
+    assert_enqueued_with(job: AccountSyncJob)
+  end
+end

test/controllers/account/valuations_controller_test.rb

@@ -0,0 +1,50 @@
+require "test_helper"
+
+class Account::ValuationsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @entry = account_entries :valuation
+  end
+
+  test "should get index" do
+    get account_valuations_url(@entry.account)
+    assert_response :success
+  end
+
+  test "should get new" do
+    get new_account_valuation_url(@entry.account)
+    assert_response :success
+  end
+
+  test "create" do
+    assert_difference [ "Account::Entry.count", "Account::Valuation.count" ], 1 do
+      post account_valuations_url(@entry.account), params: {
+        account_entry: {
+          name: "Manual valuation",
+          amount: 19800,
+          date: Date.current,
+          currency: "USD"
+        }
+      }
+    end
+
+    assert_equal "Valuation created successfully.", flash[:notice]
+    assert_enqueued_with job: AccountSyncJob
+    assert_redirected_to account_valuations_path(@entry.account)
+  end
+
+  test "error when valuation already exists for date" do
+    assert_no_difference [ "Account::Entry.count", "Account::Valuation.count" ] do
+      post account_valuations_url(@entry.account), params: {
+        account_entry: {
+          amount: 19800,
+          date: @entry.date,
+          currency: "USD"
+        }
+      }
+    end
+
+    assert_equal "Date has already been taken", flash[:alert]
+    assert_redirected_to account_path(@entry.account)
+  end
+end

test/fixtures/account/trades.yml

@@ -2,3 +2,4 @@ one:
   security: aapl
   qty: 10
   price: 214
+  currency: USD

test/models/account/holding/syncer_test.rb

@@ -103,8 +103,8 @@ class Account::Holding::SyncerTest < ActiveSupport::TestCase
 
         assert actual_holding, "expected #{ticker} holding on date: #{date}"
         assert_equal expected_holding[:qty], actual_holding.qty, "expected #{expected_qty} qty for holding #{ticker} on date: #{date}"
-        assert_equal expected_holding[:amount], actual_holding.amount, "expected #{expected_amount} amount for holding #{ticker} on date: #{date}"
-        assert_equal expected_holding[:price], actual_holding.price, "expected #{expected_price} price for holding #{ticker} on date: #{date}"
+        assert_equal expected_holding[:amount].to_d, actual_holding.amount.to_d, "expected #{expected_amount} amount for holding #{ticker} on date: #{date}"
+        assert_equal expected_holding[:price].to_d, actual_holding.price.to_d, "expected #{expected_price} price for holding #{ticker} on date: #{date}"
       end
     end
 

test/models/exchange_rate_test.rb

@@ -62,8 +62,16 @@ class ExchangeRateTest < ActiveSupport::TestCase
   end
 
   test "finds multiple rates from provider and caches to DB" do
-    @provider.expects(:fetch_exchange_rate).with(from: "EUR", to: "USD", date: 1.day.ago.to_date).returns(OpenStruct.new(success?: true, rate: 1.1)).once
-    @provider.expects(:fetch_exchange_rate).with(from: "EUR", to: "USD", date: Date.current).returns(OpenStruct.new(success?: true, rate: 1.2)).once
+    @provider.expects(:fetch_exchange_rates).with(from: "EUR", to: "USD", start_date: 1.day.ago.to_date, end_date: Date.current)
+      .returns(
+        OpenStruct.new(
+          rates: [
+            OpenStruct.new(date: 1.day.ago.to_date, rate: 1.1),
+            OpenStruct.new(date: Date.current, rate: 1.2)
+          ],
+          success?: true
+        )
+      ).once
 
     fetched_rates = ExchangeRate.find_rates(from: "EUR", to: "USD", start_date: 1.day.ago.to_date, cache: true)
     refetched_rates = ExchangeRate.find_rates(from: "EUR", to: "USD", start_date: 1.day.ago.to_date)
@@ -73,7 +81,15 @@ class ExchangeRateTest < ActiveSupport::TestCase
   end
 
   test "finds missing db rates from provider and appends to results" do
-    @provider.expects(:fetch_exchange_rate).with(from: "EUR", to: "GBP", date: 2.days.ago.to_date).returns(OpenStruct.new(success?: true, rate: 1.1)).once
+    @provider.expects(:fetch_exchange_rates).with(from: "EUR", to: "GBP", start_date: 2.days.ago.to_date, end_date: 2.days.ago.to_date)
+      .returns(
+        OpenStruct.new(
+          rates: [
+            OpenStruct.new(date: 2.day.ago.to_date, rate: 1.1)
+          ],
+          success?: true
+        )
+      ).once
 
     rate1 = exchange_rates(:one) # EUR -> GBP, today
     rate2 = exchange_rates(:two) # EUR -> GBP, yesterday

test/models/provider/synth_test.rb

@@ -16,19 +16,36 @@ class Provider::SynthTest < ActiveSupport::TestCase
     end
   end
 
-  test "retries then provides failed response" do
-    Faraday.expects(:get).returns(OpenStruct.new(success?: false)).times(3)
+  test "fetches paginated exchange_rate historical data" do
+    VCR.use_cassette("synth/exchange_rate_historical") do
+      response = @synth.fetch_exchange_rates(
+        from: "USD", to: "GBP", start_date: Date.parse("01.01.2024"), end_date: Date.parse("31.07.2024")
+      )
 
-    response = @synth.fetch_exchange_rate from: "USD", to: "MXN", date: Date.current
+      assert 213, response.rates.size # 213 days between 01.01.2024 and 31.07.2024
+      assert_equal [ :date, :rate ], response.rates.first.keys
+    end
+  end
+
+  test "retries then provides failed response" do
+    @client = mock
+    Faraday.stubs(:new).returns(@client)
+
+    @client.expects(:get).returns(OpenStruct.new(success?: false)).times(3)
+
+    response = @synth.fetch_exchange_rate from: "USD", to: "MXN", date: Date.iso8601("2024-08-01")
 
     assert_match "Failed to fetch data from Provider::Synth", response.error.message
   end
 
   test "retrying, then raising on network error" do
-    Faraday.expects(:get).raises(Faraday::TimeoutError).times(3)
+    @client = mock
+    Faraday.stubs(:new).returns(@client)
+
+    @client.expects(:get).raises(Faraday::TimeoutError).times(3)
 
     assert_raises Faraday::TimeoutError do
-      @synth.fetch_exchange_rate from: "USD", to: "MXN", date: Date.current
+      @synth.fetch_exchange_rate from: "USD", to: "MXN", date: Date.iso8601("2024-08-01")
     end
   end
 end

test/support/account/entries_test_helper.rb

@@ -34,7 +34,8 @@ module Account::EntriesTestHelper
     trade = Account::Trade.new \
       qty: qty,
       security: security,
-      price: trade_price
+      price:    trade_price,
+      currency: "USD"
 
     account.entries.create! \
       name: "Trade",

test/system/tooltips_test.rb

@@ -0,0 +1,26 @@
+require "application_system_test_case"
+
+class TooltipsTest < ApplicationSystemTestCase
+  include ActionView::Helpers::NumberHelper
+  include ApplicationHelper
+
+  setup do
+    sign_in @user = users(:family_admin)
+    @account = accounts(:investment)
+  end
+
+  test "can see account information tooltip" do
+    visit account_path(@account)
+    find('[data-controller="tooltip"]').hover
+    assert find("#tooltip", visible: true)
+    within "#tooltip" do
+      assert_text I18n.t("accounts.tooltip.total_value_tooltip")
+      assert_text I18n.t("accounts.tooltip.holdings")
+      assert_text format_money(@account.investment.holdings_value, precision: 0)
+      assert_text I18n.t("accounts.tooltip.cash")
+      assert_text format_money(@account.balance_money, precision: 0)
+    end
+    find("body").click
+    assert find("#tooltip", visible: false)
+  end
+end

test/system/trades_test.rb

@@ -0,0 +1,67 @@
+require "application_system_test_case"
+
+class TradesTest < ApplicationSystemTestCase
+  include ActiveJob::TestHelper
+
+  setup do
+    sign_in @user = users(:family_admin)
+
+    @account = accounts(:investment)
+
+    visit_account_trades
+  end
+
+  test "can create buy transaction" do
+    shares_qty = 25.0
+
+    open_new_trade_modal
+
+    fill_in "Ticker symbol", with: "NVDA"
+    fill_in "Date", with: Date.current
+    fill_in "Quantity", with: shares_qty
+    fill_in "account_entry[price]", with: 214.23
+
+    click_button "Add transaction"
+
+    visit_account_trades
+
+    within_trades do
+      assert_text "Purchase 10 shares of AAPL"
+      assert_text "Buy #{shares_qty} shares of NVDA"
+    end
+  end
+
+  test "can create sell transaction" do
+    aapl = @account.holdings.current.find { |h| h.security.ticker == "AAPL" }
+
+    open_new_trade_modal
+
+    select "Sell", from: "Type"
+    fill_in "Ticker symbol", with: aapl.ticker
+    fill_in "Date", with: Date.current
+    fill_in "Quantity", with: aapl.qty
+    fill_in "account_entry[price]", with: 215.33
+
+    click_button "Add transaction"
+
+    visit_account_trades
+
+    within_trades do
+      assert_text "Sell #{aapl.qty} shares of AAPL"
+    end
+  end
+
+  private
+
+    def open_new_trade_modal
+      click_link "new_trade_account_#{@account.id}"
+    end
+
+    def within_trades(&block)
+      within "#" + dom_id(@account, "trades"), &block
+    end
+
+    def visit_account_trades
+      visit account_url(@account, tab: "trades")
+    end
+end

vendor/javascript/@floating-ui--utils--dom.js

@@ -0,0 +1,2 @@
+function getNodeName(e){return isNode(e)?(e.nodeName||"").toLowerCase():"#document"}function getWindow(e){var t;return(e==null||(t=e.ownerDocument)==null?void 0:t.defaultView)||window}function getDocumentElement(e){var t;return(t=(isNode(e)?e.ownerDocument:e.document)||window.document)==null?void 0:t.documentElement}function isNode(e){return e instanceof Node||e instanceof getWindow(e).Node}function isElement(e){return e instanceof Element||e instanceof getWindow(e).Element}function isHTMLElement(e){return e instanceof HTMLElement||e instanceof getWindow(e).HTMLElement}function isShadowRoot(e){return typeof ShadowRoot!=="undefined"&&(e instanceof ShadowRoot||e instanceof getWindow(e).ShadowRoot)}function isOverflowElement(e){const{overflow:t,overflowX:n,overflowY:o,display:r}=getComputedStyle(e);return/auto|scroll|overlay|hidden|clip/.test(t+o+n)&&!["inline","contents"].includes(r)}function isTableElement(e){return["table","td","th"].includes(getNodeName(e))}function isTopLayer(e){return[":popover-open",":modal"].some((t=>{try{return e.matches(t)}catch(e){return false}}))}function isContainingBlock(e){const t=isWebKit();const n=isElement(e)?getComputedStyle(e):e;return n.transform!=="none"||n.perspective!=="none"||!!n.containerType&&n.containerType!=="normal"||!t&&!!n.backdropFilter&&n.backdropFilter!=="none"||!t&&!!n.filter&&n.filter!=="none"||["transform","perspective","filter"].some((e=>(n.willChange||"").includes(e)))||["paint","layout","strict","content"].some((e=>(n.contain||"").includes(e)))}function getContainingBlock(e){let t=getParentNode(e);while(isHTMLElement(t)&&!isLastTraversableNode(t)){if(isContainingBlock(t))return t;if(isTopLayer(t))return null;t=getParentNode(t)}return null}function isWebKit(){return!(typeof CSS==="undefined"||!CSS.supports)&&CSS.supports("-webkit-backdrop-filter","none")}function isLastTraversableNode(e){return["html","body","#document"].includes(getNodeName(e))}function getComputedStyle(e){return getWindow(e).getComputedStyle(e)}function getNodeScroll(e){return isElement(e)?{scrollLeft:e.scrollLeft,scrollTop:e.scrollTop}:{scrollLeft:e.scrollX,scrollTop:e.scrollY}}function getParentNode(e){if(getNodeName(e)==="html")return e;const t=e.assignedSlot||e.parentNode||isShadowRoot(e)&&e.host||getDocumentElement(e);return isShadowRoot(t)?t.host:t}function getNearestOverflowAncestor(e){const t=getParentNode(e);return isLastTraversableNode(t)?e.ownerDocument?e.ownerDocument.body:e.body:isHTMLElement(t)&&isOverflowElement(t)?t:getNearestOverflowAncestor(t)}function getOverflowAncestors(e,t,n){var o;t===void 0&&(t=[]);n===void 0&&(n=true);const r=getNearestOverflowAncestor(e);const i=r===((o=e.ownerDocument)==null?void 0:o.body);const l=getWindow(r);if(i){const e=getFrameElement(l);return t.concat(l,l.visualViewport||[],isOverflowElement(r)?r:[],e&&n?getOverflowAncestors(e):[])}return t.concat(r,getOverflowAncestors(r,[],n))}function getFrameElement(e){return Object.getPrototypeOf(e.parent)?e.frameElement:null}export{getComputedStyle,getContainingBlock,getDocumentElement,getFrameElement,getNearestOverflowAncestor,getNodeName,getNodeScroll,getOverflowAncestors,getParentNode,getWindow,isContainingBlock,isElement,isHTMLElement,isLastTraversableNode,isNode,isOverflowElement,isShadowRoot,isTableElement,isTopLayer,isWebKit};
+

vendor/javascript/@floating-ui--utils.js

@@ -0,0 +1,2 @@
+const t=["top","right","bottom","left"];const e=["start","end"];const n=t.reduce(((t,n)=>t.concat(n,n+"-"+e[0],n+"-"+e[1])),[]);const i=Math.min;const o=Math.max;const g=Math.round;const c=Math.floor;const createCoords=t=>({x:t,y:t});const s={left:"right",right:"left",bottom:"top",top:"bottom"};const r={start:"end",end:"start"};function clamp(t,e,n){return o(t,i(e,n))}function evaluate(t,e){return typeof t==="function"?t(e):t}function getSide(t){return t.split("-")[0]}function getAlignment(t){return t.split("-")[1]}function getOppositeAxis(t){return t==="x"?"y":"x"}function getAxisLength(t){return t==="y"?"height":"width"}function getSideAxis(t){return["top","bottom"].includes(getSide(t))?"y":"x"}function getAlignmentAxis(t){return getOppositeAxis(getSideAxis(t))}function getAlignmentSides(t,e,n){n===void 0&&(n=false);const i=getAlignment(t);const o=getAlignmentAxis(t);const g=getAxisLength(o);let c=o==="x"?i===(n?"end":"start")?"right":"left":i==="start"?"bottom":"top";e.reference[g]>e.floating[g]&&(c=getOppositePlacement(c));return[c,getOppositePlacement(c)]}function getExpandedPlacements(t){const e=getOppositePlacement(t);return[getOppositeAlignmentPlacement(t),e,getOppositeAlignmentPlacement(e)]}function getOppositeAlignmentPlacement(t){return t.replace(/start|end/g,(t=>r[t]))}function getSideList(t,e,n){const i=["left","right"];const o=["right","left"];const g=["top","bottom"];const c=["bottom","top"];switch(t){case"top":case"bottom":return n?e?o:i:e?i:o;case"left":case"right":return e?g:c;default:return[]}}function getOppositeAxisPlacements(t,e,n,i){const o=getAlignment(t);let g=getSideList(getSide(t),n==="start",i);if(o){g=g.map((t=>t+"-"+o));e&&(g=g.concat(g.map(getOppositeAlignmentPlacement)))}return g}function getOppositePlacement(t){return t.replace(/left|right|bottom|top/g,(t=>s[t]))}function expandPaddingObject(t){return{top:0,right:0,bottom:0,left:0,...t}}function getPaddingObject(t){return typeof t!=="number"?expandPaddingObject(t):{top:t,right:t,bottom:t,left:t}}function rectToClientRect(t){const{x:e,y:n,width:i,height:o}=t;return{width:i,height:o,top:n,left:e,right:e+i,bottom:n+o,x:e,y:n}}export{e as alignments,clamp,createCoords,evaluate,expandPaddingObject,c as floor,getAlignment,getAlignmentAxis,getAlignmentSides,getAxisLength,getExpandedPlacements,getOppositeAlignmentPlacement,getOppositeAxis,getOppositeAxisPlacements,getOppositePlacement,getPaddingObject,getSide,getSideAxis,o as max,i as min,n as placements,rectToClientRect,g as round,t as sides};
+