Release v0.1.0

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Allow cents in start balance for accounts
2024-10-11 13:15:46 -04:00 · 2024-10-11 12:43:50 -04:00 · 2024-10-11 11:49:53 -04:00 · 2024-10-11 11:37:33 -04:00 · 2024-10-11 11:34:51 -04:00 · 2024-10-10 21:23:56 -04:00
140 changed files with 1911 additions and 374 deletions
--- a/.env.example
+++ b/.env.example
@@ -1,6 +1,6 @@
 # Custom port config
 # For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
-PORT=
+PORT=3000

 # Exchange Rate API
 # This is used to convert between different currencies in the app. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
@@ -15,7 +15,7 @@ SMTP_USERNAME=
 SMTP_PASSWORD=
 SMTP_TLS_ENABLED=true

-# Email Configuration
+# Address that emails are sent from
 EMAIL_SENDER=

 # Database Configuration
@@ -36,8 +36,8 @@ SENTRY_DSN=
 # This is useful for controlling who can sign up for your Maybe instance.
 REQUIRE_INVITE_CODE=false

-# Enables self hosting features
-SELF_HOSTING_ENABLED=false
+# Enables self hosting features (should be set to true for most folks)
+SELF_HOSTED=true

 # The hosting platform used to deploy the app (e.g. "render")
 # `localhost` (or unset) is used for local development and testing
@@ -86,3 +86,19 @@ GITHUB_REPO_BRANCH=main
 # S3_SECRET_ACCESS_KEY=
 # S3_REGION= # defaults to `us-east-1` if not set
 # S3_BUCKET=
+#
+# Cloudflare R2
+# =============
+# ACTIVE_STORAGE_SERVICE=cloudflare
+# CLOUDFLARE_ACCOUNT_ID=
+# CLOUDFLARE_ACCESS_KEY_ID=
+# CLOUDFLARE_SECRET_ACCESS_KEY=
+# CLOUDFLARE_BUCKET=
+
+# ======================================================================================================
+# Billing Module - responsible for handling billing
+# ======================================================================================================
+#
+STRIPE_PUBLISHABLE_KEY=
+STRIPE_SECRET_KEY=
+STRIPE_WEBHOOK_SECRET=
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@@ -52,9 +52,6 @@ jobs:
      - name: Lint code for consistent style
        run: bin/rubocop -f github

-      - name: Lint templates for consistent style
-        run: ./bin/erblint ./app/**/*.erb
-
  test:
    runs-on: ubuntu-latest
    timeout-minutes: 10
--- a/4
+++ b/4
@@ -38,6 +38,7 @@ gem "image_processing", ">= 1.2"
 gem "bcrypt", "~> 3.1"
 gem "faraday"
 gem "faraday-retry"
+gem "faraday-multipart"
 gem "inline_svg"
 gem "octokit"
 gem "pagy"
@@ -45,6 +46,9 @@ gem "rails-settings-cached"
 gem "tzinfo-data", platforms: %i[windows jruby]
 gem "csv"
 gem "redcarpet"
+gem "stripe"
+gem "intercom-rails"
+gem "holidays"

 group :development, :test do
  gem "debug", platforms: %i[mri windows]
--- a/Gemfile.lock
+++ b/Gemfile.lock
@@ -1,6 +1,6 @@
 GIT
  remote: https://github.com/maybe-finance/lucide-rails.git
-  revision: 79d989593ee4ac6c50106ec5e4d2bd4ec8f5af87
+  revision: 272e5fb8418ea458da3995d6abe0ba0ceee9c9f0
  specs:
    lucide-rails (0.2.0)
      railties (>= 4.1.0)
@@ -78,11 +78,11 @@ GEM
      minitest (>= 5.1)
      securerandom (>= 0.3)
      tzinfo (~> 2.0, >= 2.0.5)
-    addressable (2.8.6)
-      public_suffix (>= 2.0.2, < 6.0)
+    addressable (2.8.7)
+      public_suffix (>= 2.0.2, < 7.0)
    ast (2.4.2)
    aws-eventstream (1.3.0)
-    aws-partitions (1.981.0)
+    aws-partitions (1.985.0)
    aws-sdk-core (3.209.1)
      aws-eventstream (~> 1, >= 1.3.0)
      aws-partitions (~> 1, >= 1.651.0)
@@ -91,7 +91,7 @@ GEM
    aws-sdk-kms (1.94.0)
      aws-sdk-core (~> 3, >= 3.207.0)
      aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.166.0)
+    aws-sdk-s3 (1.167.0)
      aws-sdk-core (~> 3, >= 3.207.0)
      aws-sdk-kms (~> 1)
      aws-sigv4 (~> 1.5)
@@ -157,6 +157,8 @@ GEM
      faraday-net_http (>= 2.0, < 3.4)
      json
      logger
+    faraday-multipart (1.0.4)
+      multipart-post (~> 2)
    faraday-net_http (3.3.0)
      net-http
    faraday-retry (2.2.1)
@@ -179,8 +181,9 @@ GEM
      fugit (>= 1.11.0)
      railties (>= 6.1.0)
      thor (>= 1.0.0)
-    hashdiff (1.1.0)
+    hashdiff (1.1.1)
    highline (3.0.1)
+    holidays (8.8.0)
    hotwire-livereload (1.4.1)
      actioncable (>= 6.0.0)
      listen (>= 3.0.0)
@@ -200,13 +203,15 @@ GEM
    image_processing (1.13.0)
      mini_magick (>= 4.9.5, < 5)
      ruby-vips (>= 2.0.17, < 3)
-    importmap-rails (2.0.1)
+    importmap-rails (2.0.2)
      actionpack (>= 6.0.0)
      activesupport (>= 6.0.0)
      railties (>= 6.0.0)
    inline_svg (1.10.0)
      activesupport (>= 3.0)
      nokogiri (>= 1.6)
+    intercom-rails (1.0.1)
+      activesupport (> 4.0)
    io-console (0.7.2)
    irb (1.14.1)
      rdoc (>= 4.0.0)
@@ -239,6 +244,7 @@ GEM
    mocha (2.4.5)
      ruby2_keywords (>= 0.0.5)
    msgpack (1.7.2)
+    multipart-post (2.4.1)
    net-http (0.4.1)
      uri
    net-imap (0.4.14)
@@ -266,21 +272,21 @@ GEM
    octokit (9.1.0)
      faraday (>= 1, < 3)
      sawyer (~> 0.9)
-    pagy (9.0.9)
+    pagy (9.1.0)
    parallel (1.25.1)
    parser (3.3.4.0)
      ast (~> 2.4.1)
      racc
    pg (1.5.8)
-    prism (1.0.0)
-    propshaft (1.0.1)
+    prism (1.1.0)
+    propshaft (1.1.0)
      actionpack (>= 7.0.0)
      activesupport (>= 7.0.0)
      rack
      railties (>= 7.0.0)
    psych (5.1.2)
      stringio
-    public_suffix (5.1.0)
+    public_suffix (6.0.1)
    puma (6.4.3)
      nio4r (~> 2.0)
    raabro (1.4.0)
@@ -333,7 +339,7 @@ GEM
    rb-fsevent (0.11.2)
    rb-inotify (0.11.1)
      ffi (~> 1.0)
-    rbs (3.5.3)
+    rbs (3.6.1)
      logger
    rdoc (6.7.0)
      psych (>= 4.0.0)
@@ -341,7 +347,7 @@ GEM
    regexp_parser (2.9.2)
    reline (0.5.10)
      io-console (~> 0.5)
-    rexml (3.3.7)
+    rexml (3.3.8)
    rubocop (1.65.1)
      json (~> 2.3)
      language_server-protocol (>= 3.17.0)
@@ -371,13 +377,13 @@ GEM
      rubocop-minitest
      rubocop-performance
      rubocop-rails
-    ruby-lsp (0.18.1)
+    ruby-lsp (0.19.1)
      language_server-protocol (~> 3.17.0)
-      prism (~> 1.0)
+      prism (>= 1.1, < 2.0)
      rbs (>= 3, < 4)
      sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.16)
-      ruby-lsp (>= 0.18.0, < 0.19.0)
+    ruby-lsp-rails (0.3.18)
+      ruby-lsp (>= 0.19.0, < 0.20.0)
    ruby-progressbar (1.13.0)
    ruby-vips (2.2.2)
      ffi (~> 1.12)
@@ -407,22 +413,23 @@ GEM
    simplecov-html (0.12.3)
    simplecov_json_formatter (0.1.4)
    smart_properties (1.17.0)
-    sorbet-runtime (0.5.11577)
+    sorbet-runtime (0.5.11597)
    stackprof (0.2.26)
    stimulus-rails (1.3.4)
      railties (>= 6.0.0)
    stringio (3.1.1)
-    tailwindcss-rails (2.7.6)
+    stripe (13.0.0)
+    tailwindcss-rails (2.7.7)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.6-aarch64-linux)
+    tailwindcss-rails (2.7.7-aarch64-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.6-arm-linux)
+    tailwindcss-rails (2.7.7-arm-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.6-arm64-darwin)
+    tailwindcss-rails (2.7.7-arm64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.6-x86_64-darwin)
+    tailwindcss-rails (2.7.7-x86_64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.6-x86_64-linux)
+    tailwindcss-rails (2.7.7-x86_64-linux)
      railties (>= 7.0.0)
    terminal-table (3.0.2)
      unicode-display_width (>= 1.1.1, < 3)
@@ -443,7 +450,7 @@ GEM
      activemodel (>= 6.0.0)
      bindex (>= 0.4.0)
      railties (>= 6.0.0)
-    webmock (3.23.1)
+    webmock (3.24.0)
      addressable (>= 2.8.0)
      crack (>= 0.3.2)
      hashdiff (>= 0.4.0, < 2.0.0)
@@ -477,13 +484,16 @@ DEPENDENCIES
  erb_lint
  faker
  faraday
+  faraday-multipart
  faraday-retry
  good_job
+  holidays
  hotwire-livereload
  i18n-tasks
  image_processing (>= 1.2)
  importmap-rails
  inline_svg
+  intercom-rails
  letter_opener
  lucide-rails!
  mocha
@@ -503,6 +513,7 @@ DEPENDENCIES
  simplecov
  stackprof
  stimulus-rails
+  stripe
  tailwindcss-rails
  turbo-rails
  tzinfo-data
--- a/app/assets/images/bg-grid.png
+++ b/app/assets/images/bg-grid.png
--- a/app/assets/images/discord-icon.png
+++ b/app/assets/images/discord-icon.png
--- a/app/assets/images/discord-icon.svg
+++ b/app/assets/images/discord-icon.svg
@@ -0,0 +1 @@
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--- a/app/assets/images/github-icon.png
+++ b/app/assets/images/github-icon.png
--- a/app/assets/images/github-icon.svg
+++ b/app/assets/images/github-icon.svg
@@ -0,0 +1 @@
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--- a/app/assets/images/logo-squircle.svg
+++ b/app/assets/images/logo-squircle.svg
@@ -0,0 +1,160 @@
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+<linearGradient id="paint8_linear_4725_68011" x1="20.7014" y1="35.7397" x2="20.3076" y2="41.3718" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint9_linear_4725_68011" x1="35.3373" y1="36.7452" x2="34.9435" y2="42.3773" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint10_linear_4725_68011" x1="26.6521" y1="27.7672" x2="26.2583" y2="33.3994" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint11_linear_4725_68011" x1="45.0885" y1="34.7142" x2="45.4823" y2="29.0821" gradientUnits="userSpaceOnUse">
+<stop stop-color="white" stop-opacity="0"/>
+<stop offset="1" stop-color="white"/>
+</linearGradient>
+<linearGradient id="paint12_linear_4725_68011" x1="45.8104" y1="20.962" x2="45.4166" y2="26.5941" gradientUnits="userSpaceOnUse">
+<stop stop-color="white" stop-opacity="0"/>
+<stop offset="1" stop-color="white"/>
+</linearGradient>
+<linearGradient id="paint13_linear_4725_68011" x1="27.0837" y1="19.6519" x2="26.6899" y2="25.284" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+</defs>
+</svg>
--- a/app/controllers/account/entries_controller.rb
+++ b/app/controllers/account/entries_controller.rb
@@ -25,7 +25,7 @@ class Account::EntriesController < ApplicationController
  def destroy
    @entry.destroy!
    @entry.sync_account_later
-    redirect_back_or_to account_url(@entry.account), notice: t(".success")
+    redirect_to account_url(@entry.account), notice: t(".success")
  end

  private
--- a/app/controllers/account/holdings_controller.rb
+++ b/app/controllers/account/holdings_controller.rb
@@ -2,7 +2,7 @@ class Account::HoldingsController < ApplicationController
  layout :with_sidebar

  before_action :set_account
-  before_action :set_holding, only: :show
+  before_action :set_holding, only: %i[show destroy]

  def index
    @holdings = @account.holdings.current
@@ -11,6 +11,11 @@ class Account::HoldingsController < ApplicationController
  def show
  end

+  def destroy
+    @holding.destroy_holding_and_entries!
+    redirect_back_or_to account_holdings_path(@account)
+  end
+
  private

    def set_account
--- a/app/controllers/account/trades_controller.rb
+++ b/app/controllers/account/trades_controller.rb
@@ -2,6 +2,7 @@ class Account::TradesController < ApplicationController
  layout :with_sidebar

  before_action :set_account
+  before_action :set_entry, only: :update

  def new
    @entry = @account.entries.account_trades.new(entryable_attributes: {})
@@ -23,15 +24,36 @@ class Account::TradesController < ApplicationController
    end
  end

+  def update
+    @entry.update!(entry_params)
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
  private

    def set_account
      @account = Current.family.accounts.find(params[:account_id])
    end

+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
    def entry_params
      params.require(:account_entry)
-            .permit(:type, :date, :qty, :ticker, :price, :amount, :currency, :transfer_account_id)
+            .permit(
+              :type, :date, :qty, :ticker, :price, :amount, :notes, :excluded, :currency, :transfer_account_id, :entryable_type,
+              entryable_attributes: [
+                :id,
+                :qty,
+                :ticker,
+                :price
+              ]
+            )
            .merge(account: @account)
    end
 end
--- a/app/controllers/account/transactions_controller.rb
+++ b/app/controllers/account/transactions_controller.rb
@@ -33,11 +33,9 @@ class Account::TransactionsController < ApplicationController
    def entry_params
      params.require(:account_entry)
            .permit(
-              :name, :date, :amount, :currency, :entryable_type, :nature,
+              :name, :date, :amount, :currency, :excluded, :notes, :entryable_type, :nature,
              entryable_attributes: [
                :id,
-                :notes,
-                :excluded,
                :category_id,
                :merchant_id,
                { tag_ids: [] }
--- a/app/controllers/accounts_controller.rb
+++ b/app/controllers/accounts_controller.rb
@@ -41,14 +41,11 @@ class AccountsController < ApplicationController
  end

  def edit
+    @account.accountable.build_address if @account.accountable.is_a?(Property) && @account.accountable.address.blank?
  end

  def update
-    Account.transaction do
-      @account.update! account_params.except(:accountable_type, :balance)
-      @account.update_balance!(account_params[:balance]) if account_params[:balance]
-    end
-    @account.sync_later
+    @account.update_with_sync!(account_params)
    redirect_back_or_to account_path(@account), notice: t(".success")
  end

--- a/app/controllers/application_controller.rb
+++ b/app/controllers/application_controller.rb
@@ -2,9 +2,6 @@ class ApplicationController < ActionController::Base
  include Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation
  include Pagy::Backend

-  # Only allow modern browsers supporting webp images, web push, badges, import maps, CSS nesting, and CSS :has.
-  allow_browser versions: :modern
-
  private

    def with_sidebar
--- a/app/controllers/credit_cards_controller.rb
+++ b/app/controllers/credit_cards_controller.rb
@@ -0,0 +1,41 @@
+class CreditCardsController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params)
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :available_credit,
+            :minimum_payment,
+            :apr,
+            :annual_fee,
+            :expiration_date
+          ]
+        )
+    end
+end
--- a/app/controllers/invite_codes_controller.rb
+++ b/app/controllers/invite_codes_controller.rb
@@ -1,4 +1,6 @@
 class InviteCodesController < ApplicationController
+  before_action :ensure_self_hosted
+
  def index
    @invite_codes = InviteCode.all
  end
@@ -7,4 +9,10 @@ class InviteCodesController < ApplicationController
    InviteCode.generate!
    redirect_back_or_to invite_codes_path, notice: "Code generated"
  end
+
+  private
+
+    def ensure_self_hosted
+      redirect_to root_path unless self_hosted?
+    end
 end
--- a/app/controllers/loans_controller.rb
+++ b/app/controllers/loans_controller.rb
@@ -0,0 +1,39 @@
+class LoansController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params)
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :rate_type,
+            :interest_rate,
+            :term_months
+          ]
+        )
+    end
+end
--- a/app/controllers/pages_controller.rb
+++ b/app/controllers/pages_controller.rb
@@ -1,5 +1,6 @@
 class PagesController < ApplicationController
-  layout :with_sidebar
+  skip_before_action :authenticate_user!, only: %i[early_access]
+  layout :with_sidebar, except: %i[early_access]

  include Filterable

@@ -25,7 +26,7 @@ class PagesController < ApplicationController

    # TODO: Placeholders for trendlines
    placeholder_series_data = 10.times.map do |i|
-      { date: Date.current - i.days, value: Money.new(0) }
+      { date: Date.current - i.days, value: Money.new(0, Current.family.currency) }
    end
    @investing_series = TimeSeries.new(placeholder_series_data)
  end
@@ -37,6 +38,11 @@ class PagesController < ApplicationController
  def feedback
  end

-  def invites
+  def early_access
+    redirect_to root_path if self_hosted?
+
+    @invite_codes_count = InviteCode.count
+    @invite_code = InviteCode.order("RANDOM()").limit(1).first
+    render layout: false
  end
 end
--- a/app/controllers/properties_controller.rb
+++ b/app/controllers/properties_controller.rb
@@ -14,8 +14,7 @@ class PropertiesController < ApplicationController
  end

  def update
-    @account.update!(account_params)
-    @account.sync_later
+    @account.update_with_sync!(account_params)
    redirect_to @account, notice: t(".success")
  end

@@ -28,7 +27,7 @@ class PropertiesController < ApplicationController
    def account_params
      params.require(:account)
        .permit(
-          :name, :balance, :start_date, :start_balance, :currency, :accountable_type,
+          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
          accountable_attributes: [
            :id,
            :year_built,
--- a/app/controllers/settings/billings_controller.rb
+++ b/app/controllers/settings/billings_controller.rb
@@ -0,0 +1,2 @@
+class Settings::BillingsController < SettingsController
+end
--- a/app/controllers/subscriptions_controller.rb
+++ b/app/controllers/subscriptions_controller.rb
@@ -0,0 +1,37 @@
+class SubscriptionsController < ApplicationController
+  def new
+    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+
+    if Current.family.stripe_customer_id.blank?
+      customer = client.v1.customers.create(
+        email: Current.family.primary_user.email,
+        metadata: { family_id: Current.family.id }
+      )
+      Current.family.update(stripe_customer_id: customer.id)
+    end
+
+    session = client.v1.checkout.sessions.create({
+      customer: Current.family.stripe_customer_id,
+      line_items: [ {
+        price: ENV["STRIPE_PLAN_ID"],
+        quantity: 1
+      } ],
+      mode: "subscription",
+      allow_promotion_codes: true,
+      success_url: settings_billing_url,
+      cancel_url: settings_billing_url
+    })
+
+    redirect_to session.url, allow_other_host: true, status: :see_other
+  end
+
+  def show
+    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+
+    portal_session = client.v1.billing_portal.sessions.create(
+      customer: Current.family.stripe_customer_id,
+      return_url: settings_billing_url
+    )
+    redirect_to portal_session.url, allow_other_host: true, status: :see_other
+  end
+end
--- a/app/controllers/vehicles_controller.rb
+++ b/app/controllers/vehicles_controller.rb
@@ -14,8 +14,7 @@ class VehiclesController < ApplicationController
  end

  def update
-    @account.update!(account_params)
-    @account.sync_later
+    @account.update_with_sync!(account_params)
    redirect_to @account, notice: t(".success")
  end

@@ -28,7 +27,7 @@ class VehiclesController < ApplicationController
    def account_params
      params.require(:account)
        .permit(
-          :name, :balance, :start_date, :start_balance, :currency, :accountable_type,
+          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
          accountable_attributes: [
            :id,
            :make,
--- a/app/controllers/webhooks_controller.rb
+++ b/app/controllers/webhooks_controller.rb
@@ -0,0 +1,61 @@
+class WebhooksController < ApplicationController
+  skip_before_action :verify_authenticity_token, only: [ :stripe ]
+  skip_authentication
+
+  def stripe
+    webhook_body = request.body.read
+    sig_header = request.env["HTTP_STRIPE_SIGNATURE"]
+    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+
+    begin
+      thin_event = client.parse_thin_event(webhook_body, sig_header, ENV["STRIPE_WEBHOOK_SECRET"])
+
+      event = client.v1.events.retrieve(thin_event.id)
+
+      case event.type
+      when /^customer\.subscription\./
+        handle_subscription_event(event)
+      when "customer.created", "customer.updated", "customer.deleted"
+        handle_customer_event(event)
+      else
+        Rails.logger.info "Unhandled event type: #{event.type}"
+      end
+
+    rescue JSON::ParserError
+      render json: { error: "Invalid payload" }, status: :bad_request
+      return
+    rescue Stripe::SignatureVerificationError
+      render json: { error: "Invalid signature" }, status: :bad_request
+      return
+    end
+
+    render json: { received: true }, status: :ok
+  end
+
+  private
+
+    def handle_subscription_event(event)
+      subscription = event.data.object
+      family = Family.find_by(stripe_customer_id: subscription.customer)
+
+      if family
+        family.update(
+          stripe_plan_id: subscription.plan.id,
+          stripe_subscription_status: subscription.status
+        )
+      else
+        Rails.logger.error "Family not found for Stripe customer ID: #{subscription.customer}"
+      end
+    end
+
+    def handle_customer_event(event)
+      customer = event.data.object
+      family = Family.find_by(stripe_customer_id: customer.id)
+
+      if family
+        family.update(stripe_customer_id: customer.id)
+      else
+        Rails.logger.error "Family not found for Stripe customer ID: #{customer.id}"
+      end
+    end
+end
--- a/app/helpers/accounts_helper.rb
+++ b/app/helpers/accounts_helper.rb
@@ -1,4 +1,9 @@
 module AccountsHelper
+  def summary_card(title:, &block)
+    content = capture(&block)
+    render "accounts/summary_card", title: title, content: content
+  end
+
  def to_accountable_title(accountable)
    accountable.model_name.human
  end
@@ -31,6 +36,10 @@ module AccountsHelper
      properties_path
    when "Vehicle"
      vehicles_path
+    when "Loan"
+      loans_path
+    when "CreditCard"
+      credit_cards_path
    else
      accounts_path
    end
@@ -42,6 +51,10 @@ module AccountsHelper
      property_path(account)
    when "Vehicle"
      vehicle_path(account)
+    when "Loan"
+      loan_path(account)
+    when "CreditCard"
+      credit_card_path(account)
    else
      account_path(account)
    end
@@ -55,8 +68,10 @@ module AccountsHelper
    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), route: account_transactions_path(account) }
    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), route: account_trades_path(account) }

+    return [ value_tab ] if account.other_asset? || account.other_liability?
    return [ overview_tab, value_tab ] if account.property? || account.vehicle?
-    return [ holdings_tab, cash_tab, trades_tab ] if account.investment?
+    return [ holdings_tab, cash_tab, trades_tab, value_tab ] if account.investment?
+    return [ overview_tab, value_tab, transactions_tab ] if account.loan? || account.credit_card?

    [ value_tab, transactions_tab ]
  end
--- a/app/helpers/application_helper.rb
+++ b/app/helpers/application_helper.rb
@@ -137,12 +137,16 @@ module ApplicationHelper
  end

  def format_money(number_or_money, options = {})
+    return nil unless number_or_money
+
    money = Money.new(number_or_money)
    options.reverse_merge!(money.format_options(I18n.locale))
    number_to_currency(money.amount, options)
  end

  def format_money_without_symbol(number_or_money, options = {})
+    return nil unless number_or_money
+
    money = Money.new(number_or_money)
    options.reverse_merge!(money.format_options(I18n.locale))
    ActiveSupport::NumberHelper.number_to_delimited(money.amount.round(options[:precision] || 0), { delimiter: options[:delimiter], separator: options[:separator] })
--- a/app/helpers/settings/billing_helper.rb
+++ b/app/helpers/settings/billing_helper.rb
@@ -0,0 +1,2 @@
+module Settings::BillingHelper
+end
--- a/app/helpers/settings_helper.rb
+++ b/app/helpers/settings_helper.rb
@@ -3,6 +3,7 @@ module SettingsHelper
    { name: I18n.t("settings.nav.profile_label"), path: :settings_profile_path },
    { name: I18n.t("settings.nav.preferences_label"), path: :settings_preferences_path },
    { name: I18n.t("settings.nav.self_hosting_label"), path: :settings_hosting_path, condition: :self_hosted? },
+    { name: I18n.t("settings.nav.billing_label"), path: :settings_billing_path },
    { name: I18n.t("settings.nav.accounts_label"), path: :accounts_path },
    { name: I18n.t("settings.nav.tags_label"), path: :tags_path },
    { name: I18n.t("settings.nav.categories_label"), path: :categories_path },
--- a/app/helpers/styled_form_builder.rb
+++ b/app/helpers/styled_form_builder.rb
@@ -39,11 +39,11 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
    build_styled_field(label, field, options, remove_padding_right: true)
  end

-  def money_field(amount_method, currency_method, options = {})
+  def money_field(amount_method, options = {})
    @template.render partial: "shared/money_field", locals: {
      form: self,
      amount_method:,
-      currency_method:,
+      currency_method: options[:currency_method] || :currency,
      **options
    }
  end
--- a/app/helpers/subscription_helper.rb
+++ b/app/helpers/subscription_helper.rb
@@ -0,0 +1,2 @@
+module SubscriptionHelper
+end
--- a/app/helpers/webhooks_helper.rb
+++ b/app/helpers/webhooks_helper.rb
@@ -0,0 +1,2 @@
+module WebhooksHelper
+end
--- a/app/javascript/controllers/bulk_select_controller.js
+++ b/app/javascript/controllers/bulk_select_controller.js
@@ -1,21 +1,21 @@
-import {Controller} from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus"

 // Connects to data-controller="bulk-select"
 export default class extends Controller {
  static targets = ["row", "group", "selectionBar", "selectionBarText", "bulkEditDrawerTitle"]
  static values = {
    resource: String,
-    selectedIds: {type: Array, default: []}
+    selectedIds: { type: Array, default: [] }
  }

  connect() {
-    document.addEventListener("turbo:load", this.#updateView)
+    document.addEventListener("turbo:load", this._updateView)

-    this.#updateView()
+    this._updateView()
  }

  disconnect() {
-    document.removeEventListener("turbo:load", this.#updateView)
+    document.removeEventListener("turbo:load", this._updateView)
  }

  bulkEditDrawerTitleTargetConnected(element) {
@@ -63,7 +63,7 @@ export default class extends Controller {
  }

  selectedIdsValueChanged() {
-    this.#updateView()
+    this._updateView()
  }

  #addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
@@ -101,7 +101,7 @@ export default class extends Controller {
    this.selectedIdsValue = this.rowTargets.map(t => t.dataset.id)
  }

-  #updateView = () => {
+  _updateView = () => {
    this.#updateSelectionBar()
    this.#updateGroups()
    this.#updateRows()
--- a/app/javascript/controllers/time_series_chart_controller.js
+++ b/app/javascript/controllers/time_series_chart_controller.js
@@ -11,12 +11,12 @@ export default class extends Controller {
    usePercentSign: Boolean
  }

-  #d3SvgMemo = null
-  #d3GroupMemo = null
-  #d3Tooltip = null
-  #d3InitialContainerWidth = 0
-  #d3InitialContainerHeight = 0
-  #normalDataPoints = []
+  #d3SvgMemo = null;
+  #d3GroupMemo = null;
+  #d3Tooltip = null;
+  #d3InitialContainerWidth = 0;
+  #d3InitialContainerHeight = 0;
+  #normalDataPoints = [];

  connect() {
    this.#install()
@@ -181,7 +181,7 @@ export default class extends Controller {
      .call(
        d3
          .axisBottom(this.#d3XScale)
-          .tickValues([ this.#normalDataPoints[0].date, this.#normalDataPoints[this.#normalDataPoints.length - 1].date ])
+          .tickValues([this.#normalDataPoints[0].date, this.#normalDataPoints[this.#normalDataPoints.length - 1].date])
          .tickSize(0)
          .tickFormat(d3.timeFormat("%d %b %Y"))
      )
@@ -247,7 +247,6 @@ export default class extends Controller {
      .style("fill", `url(#${this.element.id}-trendline-gradient)`)
  }

-
  #drawTooltip() {
    this.#d3Tooltip = d3
      .select(`#${this.element.id}`)
@@ -345,7 +344,7 @@ export default class extends Controller {
  }

  #tooltipTemplate(datum) {
-    return(`
+    return (`
      <div style="margin-bottom: 4px; color: ${tailwindColors.gray[500]};">
        ${d3.timeFormat("%b %d, %Y")(datum.date)}
      </div>
@@ -428,7 +427,7 @@ export default class extends Controller {
      .append("svg")
      .attr("width", this.#d3InitialContainerWidth)
      .attr("height", this.#d3InitialContainerHeight)
-      .attr("viewBox", [ 0, 0, this.#d3InitialContainerWidth, this.#d3InitialContainerHeight ])
+      .attr("viewBox", [0, 0, this.#d3InitialContainerWidth, this.#d3InitialContainerHeight])
  }

  #createMainGroup() {
@@ -502,7 +501,7 @@ export default class extends Controller {
  get #d3XScale() {
    return d3
      .scaleTime()
-      .rangeRound([ 0, this.#d3ContainerWidth ])
+      .rangeRound([0, this.#d3ContainerWidth])
      .domain(d3.extent(this.#normalDataPoints, d => d.date))
  }

@@ -514,7 +513,7 @@ export default class extends Controller {

    return d3
      .scaleLinear()
-      .rangeRound([ this.#d3ContainerHeight, 0 ])
-      .domain([ dataMin - padding, dataMax + padding ])
+      .rangeRound([this.#d3ContainerHeight, 0])
+      .domain([dataMin - padding, dataMax + padding])
  }
 }
--- a/app/mailers/application_mailer.rb
+++ b/app/mailers/application_mailer.rb
@@ -1,3 +1,4 @@
 class ApplicationMailer < ActionMailer::Base
+  default from: ENV["EMAIL_SENDER"] if ENV["EMAIL_SENDER"].present?
  layout "mailer"
 end
--- a/app/mailers/password_mailer.rb
+++ b/app/mailers/password_mailer.rb
@@ -1,5 +1,9 @@
 class PasswordMailer < ApplicationMailer
  def password_reset
-    mail to: params[:user].email
+    @user = params[:user]
+    @subject = t(".subject")
+    @cta = t(".cta")
+
+    mail to: @user.email, subject: @subject
  end
 end
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -39,13 +39,16 @@ class Account < ApplicationRecord

      Accountable.by_classification.each do |classification, types|
        types.each do |type|
-          group = grouped_accounts[classification.to_sym].add_child_group(type, currency)
-          self.where(accountable_type: type).each do |account|
-            group.add_value_node(
-              account,
-              account.balance_money.exchange_to(currency, fallback_rate: 0),
-              account.series(period: period, currency: currency)
-            )
+          accounts = self.where(accountable_type: type)
+          if accounts.any?
+            group = grouped_accounts[classification.to_sym].add_child_group(type, currency)
+            accounts.each do |account|
+              group.add_value_node(
+                account,
+                account.balance_money.exchange_to(currency, fallback_rate: 0),
+                account.series(period: period, currency: currency)
+              )
+            end
          end
        end
      end
@@ -79,6 +82,11 @@ class Account < ApplicationRecord
    end
  end

+  def original_balance
+    balance_amount = balances.chronological.first&.balance || balance
+    Money.new(balance_amount, currency)
+  end
+
  def owns_ticker?(ticker)
    security_id = Security.find_by(ticker: ticker)&.id
    entries.account_trades
@@ -90,6 +98,15 @@ class Account < ApplicationRecord
    classification == "asset" ? "up" : "down"
  end

+  def update_with_sync!(attributes)
+    transaction do
+      update!(attributes)
+      update_balance!(attributes[:balance]) if attributes[:balance]
+    end
+
+    sync_later
+  end
+
  def update_balance!(balance)
    valuation = entries.account_valuations.find_by(date: Date.current)

--- a/app/models/account/entry.rb
+++ b/app/models/account/entry.rb
@@ -109,8 +109,8 @@ class Account::Entry < ApplicationRecord
    def bulk_update!(bulk_update_params)
      bulk_attributes = {
        date: bulk_update_params[:date],
+        notes: bulk_update_params[:notes],
        entryable_attributes: {
-          notes: bulk_update_params[:notes],
          category_id: bulk_update_params[:category_id],
          merchant_id: bulk_update_params[:merchant_id]
        }.compact_blank
@@ -129,17 +129,21 @@ class Account::Entry < ApplicationRecord
    end

    def income_total(currency = "USD")
-      without_transfers.account_transactions.includes(:entryable)
+      total = without_transfers.account_transactions.includes(:entryable)
        .where("account_entries.amount <= 0")
                       .map { |e| e.amount_money.exchange_to(currency, date: e.date, fallback_rate: 0) }
                       .sum
+
+      Money.new(total, currency)
    end

    def expense_total(currency = "USD")
-      without_transfers.account_transactions.includes(:entryable)
+      total = without_transfers.account_transactions.includes(:entryable)
                       .where("account_entries.amount > 0")
                       .map { |e| e.amount_money.exchange_to(currency, date: e.date, fallback_rate: 0) }
                       .sum
+
+      Money.new(total, currency)
    end

    def search(params)
--- a/app/models/account/holding.rb
+++ b/app/models/account/holding.rb
@@ -37,6 +37,19 @@ class Account::Holding < ApplicationRecord
    @trend ||= calculate_trend
  end

+  def trades
+    account.entries.where(entryable: account.trades.where(security: security)).reverse_chronological
+  end
+
+  def destroy_holding_and_entries!
+    transaction do
+      account.entries.where(entryable: account.trades.where(security: security)).destroy_all
+      destroy
+    end
+
+    account.sync_later
+  end
+
  private

    def calculate_trend
--- a/app/models/account/trade.rb
+++ b/app/models/account/trade.rb
@@ -25,4 +25,15 @@ class Account::Trade < ApplicationRecord
  def buy?
    qty > 0
  end
+
+  def unrealized_gain_loss
+    return nil if sell?
+    current_price = security.current_price
+    return nil if current_price.nil?
+
+    current_value = current_price * qty.abs
+    cost_basis = price_money * qty.abs
+
+    TimeSeries::Trend.new(current: current_value, previous: cost_basis)
+  end
 end
--- a/app/models/address.rb
+++ b/app/models/address.rb
@@ -1,9 +1,6 @@
 class Address < ApplicationRecord
  belongs_to :addressable, polymorphic: true

-  validates :line1, :locality, presence: true
-  validates :postal_code, presence: true, if: :postal_code_required?
-
  def to_s
    I18n.t("address.format",
      line1: line1,
@@ -15,10 +12,4 @@ class Address < ApplicationRecord
      postal_code: postal_code
    )
  end
-
-    private
-
-      def postal_code_required?
-        country.in?(%w[US CA GB])
-      end
 end
--- a/app/models/concerns/accountable.rb
+++ b/app/models/concerns/accountable.rb
@@ -28,7 +28,7 @@ module Accountable
    if balance_series.empty? && period.date_range.end == Date.current
      TimeSeries.new([ { date: Date.current, value: account.balance_money.exchange_to(currency) } ])
    else
-      TimeSeries.from_collection(balance_series, :balance_money)
+      TimeSeries.from_collection(balance_series, :balance_money, favorable_direction: account.asset? ? "up" : "down")
    end
  rescue Money::ConversionError
    TimeSeries.new([])
--- a/app/models/credit_card.rb
+++ b/app/models/credit_card.rb
@@ -1,3 +1,15 @@
 class CreditCard < ApplicationRecord
  include Accountable
+
+  def available_credit_money
+    available_credit ? Money.new(available_credit, account.currency) : nil
+  end
+
+  def minimum_payment_money
+    minimum_payment ? Money.new(minimum_payment, account.currency) : nil
+  end
+
+  def annual_fee_money
+    annual_fee ? Money.new(annual_fee, account.currency) : nil
+  end
 end
--- a/app/models/family.rb
+++ b/app/models/family.rb
@@ -127,4 +127,12 @@ class Family < ApplicationRecord
  def synth_usage
    self.class.synth_provider&.usage
  end
+
+  def subscribed?
+    stripe_subscription_status.present? && stripe_subscription_status == "active"
+  end
+
+  def primary_user
+    users.order(:created_at).first
+  end
 end
--- a/app/models/gapfiller.rb
+++ b/app/models/gapfiller.rb
@@ -32,7 +32,11 @@ class Gapfiller
    attr_reader :date_range, :cache

    def should_gapfill?(date, record)
-      date.on_weekend? && record.nil?
+      (date.on_weekend? || holiday?(date)) && record.nil?
+    end
+
+    def holiday?(date)
+      Holidays.on(date, :federalreserve, :us, :observed, :informal).any?
    end

    def create_gapfilled_record(prev_record, date)
--- a/app/models/import.rb
+++ b/app/models/import.rb
@@ -71,10 +71,10 @@ class Import < ApplicationRecord
      {
        account: row[account_col_label].to_s,
        date: row[date_col_label].to_s,
-        qty: row[qty_col_label].to_s,
+        qty: sanitize_number(row[qty_col_label]).to_s,
        ticker: row[ticker_col_label].to_s,
-        price: row[price_col_label].to_s,
-        amount: row[amount_col_label].to_s,
+        price: sanitize_number(row[price_col_label]).to_s,
+        amount: sanitize_number(row[amount_col_label]).to_s,
        currency: (row[currency_col_label] || default_currency).to_s,
        name: (row[name_col_label] || default_row_name).to_s,
        category: row[category_col_label].to_s,
@@ -113,6 +113,14 @@ class Import < ApplicationRecord
    cleaned? && mappings.all?(&:valid?)
  end

+  def has_unassigned_account?
+    mappings.accounts.where(key: "").any?
+  end
+
+  def requires_account?
+    family.accounts.empty? && has_unassigned_account?
+  end
+
  private
    def import!
      # no-op, subclasses can implement for customization of algorithm
@@ -134,4 +142,9 @@ class Import < ApplicationRecord
        converters: [ ->(str) { str&.strip } ]
      )
    end
+
+    def sanitize_number(value)
+      return "" if value.nil?
+      value.gsub(/[^\d.\-]/, "")
+    end
 end
--- a/app/models/import/row.rb
+++ b/app/models/import/row.rb
@@ -4,7 +4,7 @@ class Import::Row < ApplicationRecord
  validates :amount, numericality: true, allow_blank: true
  validates :currency, presence: true

-  validate :date_matches_user_format
+  validate :date_valid
  validate :required_columns
  validate :currency_is_valid

@@ -54,13 +54,21 @@ class Import::Row < ApplicationRecord
      end
    end

-    def date_matches_user_format
+    def date_valid
      return if date.blank?

      parsed_date = Date.strptime(date, import.date_format) rescue nil

      if parsed_date.nil?
        errors.add(:date, "must exactly match the format: #{import.date_format}")
+        return
+      end
+
+      min_date = Account::Entry.min_supported_date
+      max_date = Date.current
+
+      if parsed_date < min_date || parsed_date > max_date
+        errors.add(:date, "must be between #{min_date} and #{max_date}")
      end
    end

--- a/app/models/investment.rb
+++ b/app/models/investment.rb
@@ -6,11 +6,13 @@ class Investment < ApplicationRecord
    [ "Pension", "pension" ],
    [ "Retirement", "retirement" ],
    [ "401(k)", "401k" ],
-    [ "529 plan", "529_plan" ],
+    [ "Traditional 401(k)", "traditional_401k" ],
+    [ "Roth 401(k)", "roth_401k" ],
+    [ "529 Plan", "529_plan" ],
    [ "Health Savings Account", "hsa" ],
    [ "Mutual Fund", "mutual_fund" ],
+    [ "Traditional IRA", "traditional_ira" ],
    [ "Roth IRA", "roth_ira" ],
-    [ "Roth 401k", "roth_401k" ],
    [ "Angel", "angel" ]
  ].freeze

--- a/app/models/loan.rb
+++ b/app/models/loan.rb
@@ -1,3 +1,19 @@
 class Loan < ApplicationRecord
  include Accountable
+
+  def monthly_payment
+    return nil if term_months.nil? || interest_rate.nil? || rate_type.nil? || rate_type != "fixed"
+    return Money.new(0, account.currency) if account.original_balance.amount.zero? || term_months.zero?
+
+    annual_rate = interest_rate / 100.0
+    monthly_rate = annual_rate / 12.0
+
+    if monthly_rate.zero?
+      payment = account.original_balance.amount / term_months
+    else
+      payment = (account.original_balance.amount * monthly_rate * (1 + monthly_rate)**term_months) / ((1 + monthly_rate)**term_months - 1)
+    end
+
+    Money.new(payment.round, account.currency)
+  end
 end
--- a/app/models/mint_import.rb
+++ b/app/models/mint_import.rb
@@ -34,7 +34,8 @@ class MintImport < Import
          amount: row.signed_amount,
          name: row.name,
          currency: row.currency,
-          entryable: Account::Transaction.new(category: category, tags: tags, notes: row.notes),
+          notes: row.notes,
+          entryable: Account::Transaction.new(category: category, tags: tags),
          import: self

        entry.save!
--- a/app/models/provider/github.rb
+++ b/app/models/provider/github.rb
@@ -47,6 +47,8 @@ class Provider::Github
        if release
          {
            avatar: release.author.avatar_url,
+            # this is the username, it would be nice to get the full name
+            username: release.author.login,
            name: release.name,
            published_at: release.published_at,
            body: Octokit.markdown(release.body, mode: "gfm", context: repo)
--- a/app/models/security.rb
+++ b/app/models/security.rb
@@ -5,6 +5,12 @@ class Security < ApplicationRecord

  validates :ticker, presence: true, uniqueness: { case_sensitive: false }

+  def current_price
+    @current_price ||= Security::Price.find_price(ticker:, date: Date.current)
+    return nil if @current_price.nil?
+    Money.new(@current_price.price, @current_price.currency)
+  end
+
  private

    def upcase_ticker
--- a/app/models/security/price/provided.rb
+++ b/app/models/security/price/provided.rb
@@ -38,13 +38,15 @@ module Security::Price::Provided

        if response.success?
          response.prices.map do |price|
-            new_price = Security::Price.new \
+            new_price = Security::Price.find_or_initialize_by(
              ticker: ticker,
-              date: price[:date],
-              price: price[:price],
-              currency: price[:currency]
+              date: price[:date]
+            ) do |p|
+              p.price = price[:price]
+              p.currency = price[:currency]
+            end

-            new_price.save! if cache
+            new_price.save! if cache && new_price.new_record?
            new_price
          end
        else
--- a/app/models/time_series.rb
+++ b/app/models/time_series.rb
@@ -3,14 +3,14 @@ class TimeSeries

  attr_reader :values, :favorable_direction

-  def self.from_collection(collection, value_method)
+  def self.from_collection(collection, value_method, favorable_direction: "up")
    collection.map do |obj|
      {
        date: obj.date,
        value: obj.public_send(value_method),
        original: obj
      }
-    end.then { |data| new(data) }
+    end.then { |data| new(data, favorable_direction: favorable_direction) }
  end

  def initialize(data, favorable_direction: "up")
--- a/app/models/transaction_import.rb
+++ b/app/models/transaction_import.rb
@@ -13,7 +13,8 @@ class TransactionImport < Import
          amount: row.signed_amount,
          name: row.name,
          currency: row.currency,
-          entryable: Account::Transaction.new(category: category, tags: tags, notes: row.notes),
+          notes: row.notes,
+          entryable: Account::Transaction.new(category: category, tags: tags),
          import: self

        entry.save!
--- a/app/models/user.rb
+++ b/app/models/user.rb
@@ -14,7 +14,7 @@ class User < ApplicationRecord
  enum :role, { member: "member", admin: "admin" }, validate: true

  has_one_attached :profile_image do |attachable|
-    attachable.variant :thumbnail, resize_to_limit: [ 150, 150 ], preprocessed: true
+    attachable.variant :thumbnail, resize_to_fill: [ 300, 300 ]
  end

  validate :profile_image_size
--- a/app/models/value_group.rb
+++ b/app/models/value_group.rb
@@ -30,9 +30,11 @@
        end
      end

+      first_child = children.first
+
      summed_series = summed_by_date.map { |date, value| { date: date, value: value } }

-      TimeSeries.new(summed_series)
+      TimeSeries.new(summed_series, favorable_direction: first_child&.series&.favorable_direction || "up")
    end

    def series=(series)
--- a/app/views/account/holdings/show.html.erb
+++ b/app/views/account/holdings/show.html.erb
@@ -9,36 +9,103 @@
      <%= render "shared/circle_logo", name: @holding.name %>
    </header>

-    <details class="group space-y-2">
+    <details class="group space-y-2" open>
      <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
        <h4><%= t(".overview") %></h4>
        <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
      </summary>

-      <div>
-        <p class="pl-4 text-gray-500">Coming soon...</p>
+      <div class="pb-4">
+        <dl class="space-y-3 px-3 py-2">
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".ticker_label") %></dt>
+            <dd class="text-gray-900"><%= @holding.ticker %></dd>
+          </div>
+
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".current_market_price_label") %></dt>
+            <dd class="text-gray-900"><%= @holding.security.current_price ? format_money(@holding.security.current_price) : t(".unknown") %></dd>
+          </div>
+
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".portfolio_weight_label") %></dt>
+            <dd class="text-gray-900"><%= @holding.weight ? number_to_percentage(@holding.weight, precision: 2) : t(".unknown") %></dd>
+          </div>
+
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".avg_cost_label") %></dt>
+            <dd class="text-gray-900"><%= @holding.avg_cost ? format_money(@holding.avg_cost) : t(".unknown") %></dd>
+          </div>
+
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".trend_label") %></dt>
+            <dd style="color: <%= @holding.trend&.color %>;">
+              <%= @holding.trend ? render("shared/trend_change", trend: @holding.trend) : t(".unknown") %>
+            </dd>
+          </div>
+        </dl>
      </div>
    </details>

-    <details class="group space-y-2">
+    <details class="group space-y-2" open>
      <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
        <h4><%= t(".history") %></h4>
        <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
      </summary>

-      <div>
-        <p class="pl-4 text-gray-500">Coming soon...</p>
+      <div class="space-y-2">
+        <div class="px-3 py-4">
+          <% if @holding.trades.any? %>
+            <ul class="space-y-2">
+              <% @holding.trades.each_with_index do |trade_entry, index| %>
+                <li class="flex gap-4 text-sm space-y-1">
+                  <div class="flex flex-col items-center gap-1.5 pt-2">
+                    <div class="rounded-full h-1.5 w-1.5 bg-gray-300"></div>
+                    <% unless index == @holding.trades.length - 1 %>
+                      <div class="h-12 w-px bg-alpha-black-200"></div>
+                    <% end %>
+                  </div>
+
+                  <div>
+                    <p class="text-gray-500 text-xs uppercase"><%= l(trade_entry.date, format: :long) %></p>
+
+                    <p><%= t(
+                      ".trade_history_entry",
+                      qty: trade_entry.account_trade.qty,
+                      security: trade_entry.account_trade.security.ticker,
+                      price: format_money(trade_entry.account_trade.price)
+                    ) %></p>
+                  </div>
+                </li>
+              <% end %>
+            </ul>
+
+          <% else %>
+            <p class="text-gray-500">No trade history available for this holding.</p>
+          <% end %>
+        </div>
      </div>
    </details>

-    <details class="group space-y-2">
+    <details class="group space-y-2" open>
      <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
        <h4><%= t(".settings") %></h4>
        <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
      </summary>

-      <div>
-        <p class="pl-4 text-gray-500">Coming soon...</p>
+      <div class="pb-4">
+        <div class="flex items-center justify-between gap-2 p-3">
+          <div class="text-sm space-y-1">
+            <h4 class="text-gray-900"><%= t(".delete_title") %></h4>
+            <p class="text-gray-500"><%= t(".delete_subtitle") %></p>
+          </div>
+
+          <%= button_to t(".delete"),
+                account_holding_path(@holding.account, @holding),
+                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" } %>
+        </div>
      </div>
    </details>
  </div>
--- a/app/views/account/trades/_form.html.erb
+++ b/app/views/account/trades/_form.html.erb
@@ -13,7 +13,7 @@
      <%= form.date_field :date, label: true %>

      <div data-trade-form-target="amountInput" hidden>
-        <%= form.money_field :amount, :currency, label: t(".amount"), disable_currency: true %>
+        <%= form.money_field :amount, label: t(".amount"), disable_currency: true %>
      </div>

      <div data-trade-form-target="transferAccountInput" hidden>
@@ -25,7 +25,7 @@
      </div>

      <div data-trade-form-target="priceInput">
-        <%= form.money_field :price, :currency, label: t(".price"), disable_currency: true %>
+        <%= form.money_field :price, label: t(".price"), disable_currency: true %>
      </div>
    </div>

--- a/app/views/account/trades/show.html.erb
+++ b/app/views/account/trades/show.html.erb
@@ -1,29 +1,146 @@
-<% entry = @entry %>
+<% entry, trade, account = @entry, @entry.account_trade, @entry.account %>

 <%= drawer do %>
-  <div>
-    <header class="mb-4 space-y-1">
-      <div class="flex items-center gap-4">
-        <h3 class="font-medium">
-          <span class="text-2xl"><%= format_money -entry.amount_money %></span>
-          <span class="text-lg text-gray-500"><%= entry.currency %></span>
-        </h3>
-      </div>
+  <header class="mb-4 space-y-1">
+    <div class="flex items-center gap-4">
+      <h3 class="font-medium">
+        <span class="text-2xl">
+          <%= format_money -entry.amount_money %>
+        </span>

-      <span class="text-sm text-gray-500"><%= entry.date.strftime("%A %d %B") %></span>
-    </header>
-
-    <div class="space-y-2">
-      <details class="group space-y-2" open>
-        <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
-          <h4><%= t(".overview") %></h4>
-          <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
-        </summary>
-
-        <div class="pb-6 pl-4 text-gray-500">
-          <p>Details coming soon...</p>
-        </div>
-      </details>
+        <span class="text-lg text-gray-500">
+          <%= entry.currency %>
+        </span>
+      </h3>
    </div>
+
+    <span class="text-sm text-gray-500">
+      <%= I18n.l(entry.date, format: :long) %>
+    </span>
+  </header>
+
+  <div class="space-y-2">
+    <!-- Overview Section -->
+    <%= disclosure t(".overview") do %>
+      <div class="pb-4">
+        <dl class="space-y-3 px-3 py-2">
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".symbol_label") %></dt>
+            <dd class="text-gray-900"><%= trade.security.ticker %></dd>
+          </div>
+
+          <% if trade.buy? %>
+            <div class="flex items-center justify-between text-sm">
+              <dt class="text-gray-500"><%= t(".purchase_qty_label") %></dt>
+              <dd class="text-gray-900"><%= trade.qty.abs %></dd>
+            </div>
+
+            <div class="flex items-center justify-between text-sm">
+              <dt class="text-gray-500"><%= t(".purchase_price_label") %></dt>
+              <dd class="text-gray-900"><%= format_money trade.price_money %></dd>
+            </div>
+          <% end %>
+
+          <div class="flex items-center justify-between text-sm">
+            <dt class="text-gray-500"><%= t(".current_market_price_label") %></dt>
+            <dd class="text-gray-900"><%= format_money trade.security.current_price %></dd>
+          </div>
+
+          <% if trade.buy? %>
+            <div class="flex items-center justify-between text-sm">
+              <dt class="text-gray-500"><%= t(".total_return_label") %></dt>
+              <dd style="color: <%= trade.unrealized_gain_loss.color %>;">
+                <%= render "shared/trend_change", trend: trade.unrealized_gain_loss %>
+              </dd>
+            </div>
+          <% end %>
+        </dl>
+      </div>
+    <% end %>
+
+    <!-- Details Section -->
+    <%= disclosure t(".details") do %>
+      <div class="pb-4">
+        <%= styled_form_with model: [account, entry],
+              url: account_trade_path(account, entry),
+              class: "space-y-2",
+              data: { controller: "auto-submit-form" } do |f| %>
+          <%= f.date_field :date,
+                label: t(".date_label"),
+                max: Date.current,
+                "data-auto-submit-form-target": "auto" %>
+
+          <%= f.fields_for :entryable do |ef| %>
+            <%= ef.number_field :qty,
+                  label: t(".quantity_label"),
+                  step: "any",
+                  "data-auto-submit-form-target": "auto" %>
+
+            <%= ef.money_field :price,
+                  label: t(".cost_per_share_label"),
+                  disable_currency: true,
+                  auto_submit: true,
+                  min: 0 %>
+          <% end %>
+        <% end %>
+      </div>
+    <% end %>
+
+    <!-- Additional Section -->
+    <%= disclosure t(".additional") do %>
+      <div class="pb-4">
+        <%= styled_form_with model: [account, entry],
+              url: account_trade_path(account, entry),
+              class: "space-y-2",
+              data: { controller: "auto-submit-form" } do |f| %>
+          <%= f.text_area :notes,
+                label: t(".note_label"),
+                placeholder: t(".note_placeholder"),
+                rows: 5,
+                "data-auto-submit-form-target": "auto" %>
+        <% end %>
+      </div>
+    <% end %>
+
+    <!-- Settings Section -->
+    <%= disclosure t(".settings") do %>
+      <div class="pb-4">
+        <!-- Exclude Trade Form -->
+        <%= styled_form_with model: [account, entry],
+              url: account_trade_path(account, entry),
+              class: "p-3",
+              data: { controller: "auto-submit-form" } do |f| %>
+          <div class="flex cursor-pointer items-center gap-2 justify-between">
+            <div class="text-sm space-y-1">
+              <h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
+              <p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
+            </div>
+
+            <div class="relative inline-block select-none">
+              <%= f.check_box :excluded,
+                      class: "sr-only peer",
+                      "data-auto-submit-form-target": "auto" %>
+              <label for="account_entry_excluded"
+                         class="maybe-switch"></label>
+            </div>
+          </div>
+        <% end %>
+
+        <!-- Delete Trade Form -->
+        <div class="flex items-center justify-between gap-2 p-3">
+          <div class="text-sm space-y-1">
+            <h4 class="text-gray-900"><%= t(".delete_title") %></h4>
+            <p class="text-gray-500"><%= t(".delete_subtitle") %></p>
+          </div>
+
+          <%= 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" } %>
+        </div>
+      </div>
+    <% end %>
  </div>
 <% end %>
--- a/app/views/account/transactions/show.html.erb
+++ b/app/views/account/transactions/show.html.erb
@@ -47,7 +47,7 @@
                    { container_class: "w-1/3", label: t(".nature"), selected: entry.amount.negative? ? "income" : "expense" },
                    { data: { "auto-submit-form-target": "auto" } } %>

-              <%= f.money_field :amount, :currency, label: t(".amount"),
+              <%= f.money_field :amount, label: t(".amount"),
                    container_class: "w-2/3",
                    auto_submit: true,
                    min: 0,
@@ -104,7 +104,13 @@
                  },
                  { "data-auto-submit-form-target": "auto" } %>

-            <%= ef.text_area :notes,
+          <% end %>
+
+          <%= 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_area :notes,
                  label: t(".note_label"),
                  placeholder: t(".note_placeholder"),
                  rows: 5,
@@ -122,22 +128,20 @@
              url: account_transaction_path(account, entry),
              class: "p-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">
-                <h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
-                <p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
-              </div>
+          <div class="flex cursor-pointer items-center gap-2 justify-between">
+            <div class="text-sm space-y-1">
+              <h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
+              <p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
+            </div>

-              <div class="relative inline-block select-none">
-                <%= ef.check_box :excluded,
+            <div class="relative inline-block select-none">
+              <%= f.check_box :excluded,
                      class: "sr-only peer",
                      "data-auto-submit-form-target": "auto" %>
-                <label for="account_entry_entryable_attributes_excluded"
+              <label for="account_entry_entryable_attributes_excluded"
                         class="maybe-switch"></label>
-              </div>
            </div>
-          <% end %>
+          </div>
        <% end %>

        <!-- Delete Transaction Form -->
--- a/app/views/account/transfers/_form.html.erb
+++ b/app/views/account/transfers/_form.html.erb
@@ -29,7 +29,7 @@
    <%= f.text_field :name, value: transfer.name, label: t(".description"), placeholder: t(".description_placeholder"), required: true %>
    <%= f.collection_select :from_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".from") }, required: true %>
    <%= f.collection_select :to_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".to") }, required: true %>
-    <%= f.money_field :amount, :currency, label: t(".amount"), required: true %>
+    <%= f.money_field :amount, label: t(".amount"), required: true, hide_currency: true %>
    <%= f.date_field :date, value: transfer.date, label: t(".date"), required: true, max: Date.current %>
  </section>

--- a/app/views/account/valuations/_form.html.erb
+++ b/app/views/account/valuations/_form.html.erb
@@ -9,7 +9,7 @@
        <%= lucide_icon("pencil-line", class: "w-4 h-4 text-gray-500") %>
      </div>
      <div class="w-full flex items-center justify-between gap-2">
-        <%= f.date_field :date, required: "required", 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.date_field :date, required: "required", min: Account::Entry.min_supported_date, max: Date.current, value: 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 %>
      </div>
--- a/app/views/accounts/_account_type.html.erb
+++ b/app/views/accounts/_account_type.html.erb
@@ -1,4 +1,9 @@
-<%= link_to new_account_path(step: "method", type: type.class.name.demodulize, institution_id: params[:institution_id]), class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-25 border border-transparent focus:border focus:border-gray-200 block px-2 hover:bg-gray-25 rounded-lg p-2" do %>
+<%= link_to new_account_path(
+              step: "method",
+              type: type.class.name.demodulize,
+              institution_id: params[:institution_id]
+            ),
+            class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-alpha-black-25 hover:bg-alpha-black-25 border border-transparent block px-2 rounded-lg p-2" do %>
  <span class="flex w-8 h-8 shrink-0 grow-0 items-center justify-center rounded-lg <%= bg_color %> border border-alpha-black-25">
    <%= lucide_icon(icon, class: "#{text_color} w-5 h-5") %>
  </span>
--- a/app/views/accounts/_form.html.erb
+++ b/app/views/accounts/_form.html.erb
@@ -4,13 +4,19 @@
  <div class="grow space-y-2">
    <%= f.hidden_field :accountable_type %>
    <%= f.text_field :name, placeholder: t(".name_placeholder"), required: "required", label: t(".name_label"), autofocus: true %>
-    <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
-    <%= f.money_field :balance, :currency, label: t(".balance"), required: true, default_currency: Current.family.currency %>
+
+    <% if account.new_record? %>
+      <%= f.hidden_field :institution_id %>
+    <% else %>
+      <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
+    <% end %>
+
+    <%= f.money_field :balance, label: t(".balance"), required: true, default_currency: Current.family.currency %>

    <% if account.new_record? %>
      <div class="flex items-center gap-2 mt-3 mb-6">
        <div class="w-1/2"><%= f.date_field :start_date, label: t(".start_date"), max: Date.yesterday, min: Account::Entry.min_supported_date %></div>
-        <div class="w-1/2"><%= f.number_field :start_balance, label: t(".start_balance"), placeholder: 90 %></div>
+        <div class="w-1/2"><%= f.money_field :start_balance, label: t(".start_balance"), placeholder: 90, hide_currency: true, default_currency: Current.family.currency %></div>
      </div>
    <% end %>

--- a/app/views/accounts/_header.html.erb
+++ b/app/views/accounts/_header.html.erb
@@ -13,8 +13,6 @@

    <% end %>

-    <%= render "sync_all_button" %>
-
    <%= link_to new_account_path, class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2", data: { turbo_frame: :modal } do %>
      <%= lucide_icon("plus", class: "w-5 h-5") %>
      <p class="text-sm font-medium"><%= t(".new") %></p>
--- a/app/views/accounts/_overview.html.erb
+++ b/app/views/accounts/_overview.html.erb
@@ -1,3 +1,3 @@
 <%# locals: (account:) %>

-<%= render partial: "accounts/accountables/#{account.accountable_type.downcase}/overview", locals: { account: account } %>
+<%= render partial: "accounts/accountables/#{account.accountable_type.underscore}/overview", locals: { account: account } %>
--- a/app/views/accounts/_summary_card.html.erb
+++ b/app/views/accounts/_summary_card.html.erb
@@ -0,0 +1,8 @@
+<%# locals: (title:, content:) %>
+
+<div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
+  <h4 class="text-gray-500 text-sm"><%= title %></h4>
+  <p class="text-xl font-medium text-gray-900">
+    <%= content %>
+  </p>
+</div>
--- a/app/views/accounts/accountables/_credit_card.html.erb
+++ b/app/views/accounts/accountables/_credit_card.html.erb
@@ -0,0 +1,21 @@
+<div>
+  <hr class="my-4">
+
+  <div class="space-y-2">
+    <%= f.fields_for :accountable do |credit_card_form| %>
+      <div class="flex items-center gap-2">
+        <%= credit_card_form.number_field :available_credit, label: t(".available_credit"), placeholder: t(".available_credit_placeholder"), min: 0 %>
+      </div>
+
+      <div class="flex items-center gap-2">
+        <%= credit_card_form.number_field :minimum_payment, label: t(".minimum_payment"), placeholder: t(".minimum_payment_placeholder"), min: 0 %>
+        <%= credit_card_form.number_field :apr, label: t(".apr"), placeholder: t(".apr_placeholder"), min: 0, step: 0.01 %>
+      </div>
+
+      <div class="flex items-center gap-2">
+        <%= credit_card_form.date_field :expiration_date, label: t(".expiration_date") %>
+        <%= credit_card_form.number_field :annual_fee, label: t(".annual_fee"), placeholder: t(".annual_fee_placeholder"), min: 0 %>
+      </div>
+    <% end %>
+  </div>
+</div>
--- a/app/views/accounts/accountables/_depository.html.erb
+++ b/app/views/accounts/accountables/_depository.html.erb
@@ -1 +1 @@
-<%= f.select :subtype, options_for_select([["Checking", "checking"], ["Savings", "savings"]], selected: ""), { label: "Type" } %>
+<%= f.select :subtype, [["Checking", "checking"], ["Savings", "savings"]], { label: true, prompt: t(".prompt"), include_blank: t(".none") } %>
--- a/app/views/accounts/accountables/_investment.html.erb
+++ b/app/views/accounts/accountables/_investment.html.erb
@@ -1 +1 @@
-<%= f.select :subtype, options_for_select(Investment::SUBTYPES, selected: ""), { label: true } %>
+<%= f.select :subtype, Investment::SUBTYPES, { label: true, prompt: t(".prompt"), include_blank: t(".none") } %>
--- a/app/views/accounts/accountables/_loan.html.erb
+++ b/app/views/accounts/accountables/_loan.html.erb
@@ -0,0 +1,16 @@
+<div>
+  <hr class="my-4">
+
+  <div class="space-y-2">
+    <%= f.fields_for :accountable do |loan_form| %>
+      <div class="flex items-center gap-2">
+        <%= loan_form.number_field :interest_rate, label: t(".interest_rate"), placeholder: t(".interest_rate_placeholder"), min: 0, step: 0.01 %>
+        <%= loan_form.select :rate_type, options_for_select([["Fixed", "fixed"], ["Variable", "variable"], ["Adjustable", "adjustable"]]), { label: t(".rate_type") } %>
+      </div>
+
+      <div class="flex items-center gap-2">
+        <%= loan_form.number_field :term_months, label: t(".term_months"), placeholder: t(".term_months_placeholder") %>
+      </div>
+    <% end %>
+  </div>
+</div>
--- a/app/views/accounts/accountables/_property.html.erb
+++ b/app/views/accounts/accountables/_property.html.erb
@@ -3,11 +3,13 @@
 <div>
  <hr class="my-4">

+  <h3 class="my-4 font-medium"><%= t(".additional_info") %> (<%= t(".optional") %>)</h3>
+
  <div class="space-y-2">
    <%= f.fields_for :accountable do |af| %>
      <div class="flex gap-2">
-        <%= af.number_field :year_built, label: t(".year_built"), placeholder: 2005 %>
-        <%= af.number_field :area_value, label: t(".area_value"), placeholder: 2000 %>
+        <%= af.number_field :year_built, label: t(".year_built"), placeholder: 2005, min: 1700, max: Time.current.year %>
+        <%= af.number_field :area_value, label: t(".area_value"), placeholder: 2000, min: 1 %>
        <%= af.select :area_unit,
                  [["Square feet", "sqft"], ["Square meters", "sqm"]],
                  { label: t(".area_unit") } %>
@@ -15,18 +17,18 @@

      <%= af.fields_for :address do |address_form| %>
        <div class="flex gap-2">
-          <%= address_form.text_field :line1, label: t(".line1"), placeholder: "123 Main St", required: true %>
+          <%= address_form.text_field :line1, label: t(".line1"), placeholder: "123 Main St" %>
          <%= address_form.text_field :line2, label: t(".line2"), placeholder: "Apt 1" %>
        </div>

        <div class="flex gap-2">
-          <%= address_form.text_field :locality, label: t(".city"), placeholder: "Sacramento", required: true %>
-          <%= address_form.text_field :region, label: t(".state"), placeholder: "CA", required: true %>
+          <%= address_form.text_field :locality, label: t(".city"), placeholder: "Sacramento" %>
+          <%= address_form.text_field :region, label: t(".state"), placeholder: "CA" %>
        </div>

        <div class="flex gap-2">
          <%= address_form.text_field :postal_code, label: t(".postal_code"), placeholder: "95814" %>
-          <%= address_form.text_field :country, label: t(".country"), placeholder: "USA", required: true %>
+          <%= address_form.text_field :country, label: t(".country"), placeholder: "USA" %>
        </div>
      <% end %>
    <% end %>
--- a/app/views/accounts/accountables/_vehicle.html.erb
+++ b/app/views/accounts/accountables/_vehicle.html.erb
@@ -12,8 +12,8 @@
      </div>

      <div class="flex items-center gap-2">
-        <%= vehicle_form.text_field :year, label: t(".year"), placeholder: t(".year_placeholder") %>
-        <%= vehicle_form.text_field :mileage_value, label: t(".mileage"), placeholder: t(".mileage_placeholder") %>
+        <%= vehicle_form.number_field :year, label: t(".year"), placeholder: t(".year_placeholder"), min: 1900, max: Time.current.year %>
+        <%= vehicle_form.number_field :mileage_value, label: t(".mileage"), placeholder: t(".mileage_placeholder"), min: 0 %>
        <%= vehicle_form.select :mileage_unit,
                  [["Miles", "mi"], ["Kilometers", "km"]],
                  { label: t(".mileage_unit") } %>
--- a/app/views/accounts/accountables/credit_card/_overview.html.erb
+++ b/app/views/accounts/accountables/credit_card/_overview.html.erb
@@ -0,0 +1,27 @@
+<%# locals: (account:) %>
+
+<div class="grid grid-cols-3 gap-2">
+  <%= summary_card title: t(".amount_owed") do %>
+    <%= format_money(account.balance_money) %>
+  <% end %>
+
+  <%= summary_card title: t(".available_credit") do %>
+    <%= format_money(account.credit_card.available_credit_money) || t(".unknown") %>
+  <% end %>
+
+  <%= summary_card title: t(".minimum_payment") do %>
+    <%= format_money(account.credit_card.minimum_payment_money || Money.new(0, account.currency)) %>
+  <% end %>
+
+  <%= summary_card title: t(".apr") do %>
+    <%= account.credit_card.apr ? number_to_percentage(account.credit_card.apr, precision: 2) : t(".unknown") %>
+  <% end %>
+
+  <%= summary_card title: t(".expiration_date") do %>
+    <%= account.credit_card.expiration_date ? l(account.credit_card.expiration_date, format: :long) : t(".unknown") %>
+  <% end %>
+
+  <%= summary_card title: t(".annual_fee") do %>
+    <%= format_money(account.credit_card.annual_fee_money || Money.new(0, account.currency)) %>
+  <% end %>
+</div>
--- a/app/views/accounts/accountables/loan/_overview.html.erb
+++ b/app/views/accounts/accountables/loan/_overview.html.erb
@@ -0,0 +1,45 @@
+<%# locals: (account:) %>
+
+<div class="grid grid-cols-3 gap-2">
+  <%= summary_card title: t(".original_principal") do %>
+    <%= format_money account.original_balance %>
+  <% end %>
+
+  <%= summary_card title: t(".remaining_principal") do %>
+    <%= format_money account.balance_money %>
+  <% end %>
+
+  <%= summary_card title: t(".interest_rate") do %>
+    <% if account.loan.interest_rate.present? %>
+      <%= number_to_percentage(account.loan.interest_rate, precision: 2) %>
+    <% else %>
+      <%= t(".unknown") %>
+    <% end %>
+  <% end %>
+
+  <%= summary_card title: t(".monthly_payment") do %>
+    <% if account.loan.rate_type.present? && account.loan.rate_type != 'fixed' %>
+      <%= t(".not_applicable") %>
+    <% elsif account.loan.rate_type == 'fixed' && account.loan.monthly_payment.present? %>
+      <%= format_money(account.loan.monthly_payment) %>
+    <% else %>
+      <%= t(".unknown") %>
+    <% end %>
+  <% end %>
+
+  <%= summary_card title: t(".term") do %>
+    <% if account.loan.term_months.present? %>
+      <% if account.loan.term_months < 12 %>
+        <%= pluralize(account.loan.term_months, "month") %>
+      <% else %>
+        <%= pluralize(account.loan.term_months / 12, "year") %>
+      <% end %>
+    <% else %>
+      <%= t(".unknown") %>
+    <% end %>
+  <% end %>
+
+  <%= summary_card title: t(".type") do %>
+    <%= account.loan.rate_type&.titleize || t(".unknown") %>
+  <% end %>
+</div>
--- a/app/views/accounts/accountables/property/_overview.html.erb
+++ b/app/views/accounts/accountables/property/_overview.html.erb
@@ -1,20 +1,15 @@
 <%# locals: (account:) %>

 <div class="grid grid-cols-3 gap-2">
-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".market_value") %></h4>
-    <p class="text-xl font-medium text-gray-900"><%= format_money(account.balance_money) %></p>
-  </div>
+  <%= summary_card title: t(".market_value") do %>
+    <%= format_money(account.balance_money) %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".purchase_price") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= account.property.purchase_price ? format_money(account.property.purchase_price) : t(".unknown") %>
-    </p>
-  </div>
+  <%= summary_card title: t(".purchase_price") do %>
+    <%= account.property.purchase_price ? format_money(account.property.purchase_price) : t(".unknown") %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm flex items-center gap-1"><%= t(".trend") %></h4>
+  <%= summary_card title: t(".trend") do %>
    <div class="flex items-center gap-1" style="color: <%= account.property.trend.color %>">
      <p class="text-xl font-medium">
        <%= account.property.trend.value %>
@@ -22,19 +17,13 @@

      <p>(<%= account.property.trend.percent %>%)</p>
    </div>
-  </div>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".year_built") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= account.property.year_built || t(".unknown") %>
-    </p>
-  </div>
+  <%= summary_card title: t(".year_built") do %>
+    <%= account.property.year_built || t(".unknown") %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".living_area") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= account.property.area || t(".unknown") %>
-    </p>
-  </div>
+  <%= summary_card title: t(".living_area") do %>
+    <%= account.property.area || t(".unknown") %>
+  <% end %>
 </div>
--- a/app/views/accounts/accountables/vehicle/_overview.html.erb
+++ b/app/views/accounts/accountables/vehicle/_overview.html.erb
@@ -1,43 +1,27 @@
 <%# locals: (account:) %>

 <div class="grid grid-cols-3 gap-2">
-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".make_model") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= [account.vehicle.make, account.vehicle.model].compact.join(" ").presence || t(".unknown") %>
-    </p>
-  </div>
+  <%= summary_card title: t(".make_model") do %>
+    <%= [account.vehicle.make, account.vehicle.model].compact.join(" ").presence || t(".unknown") %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".year") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= account.vehicle.year || t(".unknown") %>
-    </p>
-  </div>
+  <%= summary_card title: t(".year") do %>
+    <%= account.vehicle.year || t(".unknown") %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm flex items-center gap-1"><%= t(".mileage") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= account.vehicle.mileage || t(".unknown") %>
-    </p>
-  </div>
+  <%= summary_card title: t(".mileage") do %>
+    <%= account.vehicle.mileage || t(".unknown") %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".purchase_price") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= format_money account.vehicle.purchase_price %>
-    </p>
-  </div>
+  <%= summary_card title: t(".purchase_price") do %>
+    <%= format_money account.vehicle.purchase_price %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".current_price") %></h4>
-    <p class="text-xl font-medium text-gray-900">
-      <%= format_money account.balance_money %>
-    </p>
-  </div>
+  <%= summary_card title: t(".current_price") do %>
+    <%= format_money account.balance_money %>
+  <% end %>

-  <div class="rounded-xl bg-white shadow-xs border border-alpha-black-25 p-4">
-    <h4 class="text-gray-500 text-sm"><%= t(".trend") %></h4>
+  <%= summary_card title: t(".trend") do %>
    <div class="flex items-center gap-1" style="color: <%= account.vehicle.trend.color %>">
      <p class="text-xl font-medium">
        <%= account.vehicle.trend.value %>
@@ -45,5 +29,5 @@

      <p>(<%= account.vehicle.trend.percent %>%)</p>
    </div>
-  </div>
+  <% end %>
 </div>
--- a/app/views/accounts/new.html.erb
+++ b/app/views/accounts/new.html.erb
@@ -8,15 +8,15 @@
      <div class="flex flex-col p-2 text-sm grow">
        <button hidden data-controller="hotkey" data-hotkey="k,K,ArrowUp,ArrowLeft" data-action="list-keyboard-navigation#focusPrevious">Previous</button>
        <button hidden data-controller="hotkey" data-hotkey="j,J,ArrowDown,ArrowRight" data-action="list-keyboard-navigation#focusNext">Next</button>
-        <%= render "account_type", type: Depository.new, bg_color: "bg-blue-50", text_color: "text-blue-500", icon: "landmark" %>
-        <%= render "account_type", type: Investment.new, bg_color: "bg-green-50", text_color: "text-green-500", icon: "line-chart" %>
-        <%= render "account_type", type: Crypto.new, bg_color: "bg-green-50", text_color: "text-green-500", icon: "bitcoin" %>
-        <%= render "account_type", type: Property.new, bg_color: "bg-pink-50", text_color: "text-pink-500", icon: "home" %>
-        <%= render "account_type", type: Vehicle.new, bg_color: "bg-indigo-50", text_color: "text-indigo-500", icon: "car-front" %>
-        <%= render "account_type", type: CreditCard.new, bg_color: "bg-violet-50", text_color: "text-violet-500", icon: "credit-card" %>
-        <%= render "account_type", type: Loan.new, bg_color: "bg-yellow-50", text_color: "text-yellow-500", icon: "hand-coins" %>
-        <%= render "account_type", type: OtherAsset.new, bg_color: "bg-green-50", text_color: "text-green-500", icon: "plus" %>
-        <%= render "account_type", type: OtherLiability.new, bg_color: "bg-red-50", text_color: "text-red-500", icon: "minus" %>
+        <%= render "account_type", type: Depository.new, bg_color: "bg-blue-500/5", text_color: "text-blue-500", icon: "landmark" %>
+        <%= render "account_type", type: Investment.new, bg_color: "bg-green-500/5", text_color: "text-green-500", icon: "line-chart" %>
+        <%= render "account_type", type: Crypto.new, bg_color: "bg-orange-500/5", text_color: "text-orange-500", icon: "bitcoin" %>
+        <%= render "account_type", type: Property.new, bg_color: "bg-pink-500/5", text_color: "text-pink-500", icon: "home" %>
+        <%= render "account_type", type: Vehicle.new, bg_color: "bg-cyan-500/5", text_color: "text-cyan-500", icon: "car-front" %>
+        <%= render "account_type", type: CreditCard.new, bg_color: "bg-violet-500/5", text_color: "text-violet-500", icon: "credit-card" %>
+        <%= render "account_type", type: Loan.new, bg_color: "bg-yellow-500/5", text_color: "text-yellow-500", icon: "hand-coins" %>
+        <%= render "account_type", type: OtherAsset.new, bg_color: "bg-green-500/5", text_color: "text-green-500", icon: "plus" %>
+        <%= render "account_type", type: OtherLiability.new, bg_color: "bg-red-500/5", text_color: "text-red-500", icon: "minus" %>
      </div>
      <div class="border-t border-alpha-black-25 p-4 text-gray-500 text-sm flex justify-between">
        <div class="flex space-x-5">
@@ -46,8 +46,13 @@
        <button hidden data-controller="hotkey" data-hotkey="k,K,ArrowUp,ArrowLeft" data-action="list-keyboard-navigation#focusPrevious">Previous</button>
        <button hidden data-controller="hotkey" data-hotkey="j,J,ArrowDown,ArrowRight" data-action="list-keyboard-navigation#focusNext">Next</button>
        <%= render "entry_method", type: @account.accountable, text: "Enter account balance manually", icon: "keyboard" %>
+        <%= link_to new_import_path, class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2" do %>
+          <span class="flex w-8 h-8 shrink-0 grow-0 items-center justify-center rounded-lg bg-alpha-black-50 shadow-[inset_0_0_0_1px_rgba(0,0,0,0.02)]">
+            <%= lucide_icon("sheet", class: "text-gray-500 w-5 h-5") %>
+          </span>
+          Upload CSV
+        <% end %>
        <%= render "entry_method", type: @account.accountable, text: "Securely link bank account with data provider (coming soon)", icon: "link-2", disabled: true %>
-        <%= render "entry_method", type: @account.accountable, text: "Upload spreadsheet (coming soon)", icon: "sheet", disabled: true %>
      </div>
      <div class="border-t border-alpha-black-25 p-4 text-gray-500 text-sm flex justify-between">
        <div class="flex space-x-5">
--- a/app/views/accounts/show.html.erb
+++ b/app/views/accounts/show.html.erb
@@ -7,14 +7,14 @@
      <div>
        <h2 class="font-medium text-xl"><%= @account.name %></h2>

-        <% if @account.property? && @account.property.address %>
+        <% if @account.property? && @account.property.address&.line1.present? %>
          <p class="text-gray-500"><%= @account.property.address %></p>
        <% end %>
      </div>
    </div>
    <div class="flex items-center gap-3">
      <%= button_to sync_account_path(@account), method: :post, class: "flex items-center gap-2", title: "Sync Account" do %>
-        <%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-900 hover:text-gray-500" %>
+        <%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-500 hover:text-gray-400" %>
      <% end %>

      <%= contextual_menu do %>
@@ -27,7 +27,7 @@
            <span><%= t(".edit") %></span>
          <% end %>

-          <%= link_to new_import_path(account_id: @account.id),
+          <%= link_to new_import_path,
                      class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
            <%= lucide_icon "download", class: "w-5 h-5 text-gray-500" %>

@@ -60,11 +60,15 @@
      <div class="space-y-2">
        <div class="flex items-center gap-1">
          <div>
-            <%= tag.p t(".total_value"), class: "text-sm font-medium text-gray-500" %>
+            <% if @account.asset? %>
+              <%= tag.p t(".total_value"), class: "text-sm font-medium text-gray-500" %>
+            <% else %>
+              <%= tag.p t(".total_owed"), class: "text-sm font-medium text-gray-500" %>
+            <% end %>
          </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" %>
+        <%= tag.p format_money(@account.value), class: "text-gray-900 text-3xl font-medium" %>
        <div>
          <% if @series.trend.direction.flat? %>
            <%= tag.span t(".no_change"), class: "text-gray-500" %>
--- a/app/views/accounts/summary.html.erb
+++ b/app/views/accounts/summary.html.erb
@@ -2,75 +2,89 @@

  <%= render "header" %>

-  <% if @accounts.empty? %>
-    <%= render "shared/no_account_empty_state" %>
-  <% else %>
-    <div class="bg-white rounded-xl shadow-xs border border-alpha-black-100 flex divide-x divide-gray-200">
-      <div class="w-1/2 p-4 flex items-stretch justify-between">
-        <div class="space-y-2 grow">
-          <%= render partial: "shared/value_heading", locals: {
+  <div class="bg-white rounded-xl shadow-xs border border-alpha-black-100 flex divide-x divide-gray-200">
+    <div class="w-1/2 p-4 flex items-stretch justify-between">
+      <div class="space-y-2 grow">
+        <%= render partial: "shared/value_heading", locals: {
            label: "Assets",
            period: @period,
            value: Current.family.assets,
            trend: @asset_series.trend
          } %>
-        </div>
-        <div
+      </div>
+      <div
          id="assetsChart"
          class="h-full w-2/5"
          data-controller="time-series-chart"
          data-time-series-chart-data-value="<%= @asset_series.to_json %>"
          data-time-series-chart-use-labels-value="false"></div>
-      </div>
-      <div class="w-1/2 p-4 flex items-stretch justify-between">
-        <div class="space-y-2 grow">
-          <%= render partial: "shared/value_heading", locals: {
+    </div>
+    <div class="w-1/2 p-4 flex items-stretch justify-between">
+      <div class="space-y-2 grow">
+        <%= render partial: "shared/value_heading", locals: {
            label: "Liabilities",
            period: @period,
            size: "md",
            value: Current.family.liabilities,
            trend: @liability_series.trend
          } %>
-        </div>
-        <div
+      </div>
+      <div
          id="liabilitiesChart"
          class="h-full w-2/5"
          data-controller="time-series-chart"
          data-time-series-chart-data-value="<%= @liability_series.to_json %>"
          data-time-series-chart-use-labels-value="false"></div>
+    </div>
+  </div>
+  <div class="p-4 bg-white rounded-xl shadow-xs border border-alpha-black-25 space-y-4">
+    <div class="flex justify-between items-center mb-5">
+      <h2 class="text-lg font-medium text-gray-900">Assets</h2>
+      <div class="flex items-center gap-2">
+        <%= link_to new_account_path, class: "btn btn--secondary flex items-center gap-1", data: { turbo_frame: "modal" } do %>
+          <%= lucide_icon("plus", class: "w-5 h-5 text-gray-500") %>
+          <p><%= t(".new") %></p>
+        <% end %>
+        <%= form_with url: summary_accounts_path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
+          <%= period_select form: form, selected: @period.name %>
+        <% end %>
      </div>
    </div>
-    <div class="p-4 bg-white rounded-xl shadow-xs border border-alpha-black-25 space-y-4">
-      <div class="flex justify-between items-center mb-5">
-        <h2 class="text-lg font-medium text-gray-900">Assets</h2>
-        <div class="flex items-center gap-2">
-          <%= link_to new_account_path, class: "flex items-center gap-1 p-2 pr-3 text-gray-900 text-sm font-medium bg-gray-50 rounded-lg hover:bg-gray-100", data: { turbo_frame: "modal" } do %>
-            <%= lucide_icon("plus", class: "w-5 h-5 text-gray-500") %>
-            <p><%= t(".new") %></p>
-          <% end %>
-          <%= form_with url: summary_accounts_path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
-            <%= period_select form: form, selected: @period.name %>
-          <% end %>
-        </div>
-      </div>
+
+    <% if @account_groups[:assets].children.any? %>
      <%= render partial: "pages/account_percentages_bar", locals: { account_groups: @account_groups[:assets].children } %>
      <%= render partial: "pages/account_percentages_table", locals: { account_groups: @account_groups[:assets].children } %>
-    </div>
-    <div class="p-4 bg-white rounded-xl shadow-xs border border-alpha-black-25 space-y-4">
-      <div class="flex justify-between items-center mb-5">
-        <h2 class="text-lg font-medium text-gray-900">Liabilities</h2>
-        <div class="flex items-center gap-2">
-          <%= link_to new_account_path, class: "flex items-center gap-1 p-2 pr-3 text-gray-900 text-sm font-medium bg-gray-50 rounded-lg hover:bg-gray-100", data: { turbo_frame: "modal" } do %>
-            <%= lucide_icon("plus", class: "w-5 h-5 text-gray-500") %>
-            <p><%= t(".new") %></p>
-          <% end %>
-          <%= form_with url: summary_accounts_path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
-            <%= period_select form: form, selected: @period.name %>
-          <% end %>
-        </div>
+    <% else %>
+      <div class="py-20 flex flex-col items-center">
+        <%= lucide_icon "blocks", class: "w-6 h-6 shrink-0 text-gray-500" %>
+        <p class="text-gray-900 text-sm font-medium mb-1 mt-4"><%= t(".no_assets") %></p>
+        <p class="text-gray-500 text-sm max-w-xs text-center"><%= t(".no_assets_description") %></p>
      </div>
+    <% end %>
+  </div>
+  <div class="p-4 bg-white rounded-xl shadow-xs border border-alpha-black-25 space-y-4">
+    <div class="flex justify-between items-center mb-5">
+      <h2 class="text-lg font-medium text-gray-900">Liabilities</h2>
+      <div class="flex items-center gap-2">
+        <%= link_to new_account_path, class: "btn btn--secondary flex items-center gap-1", data: { turbo_frame: "modal" } do %>
+          <%= lucide_icon("plus", class: "w-5 h-5 text-gray-500") %>
+          <p><%= t(".new") %></p>
+        <% end %>
+        <%= form_with url: summary_accounts_path, method: :get, data: { controller: "auto-submit-form" } do |form| %>
+          <%= period_select form: form, selected: @period.name %>
+        <% end %>
+      </div>
+    </div>
+
+    <% if @account_groups[:liabilities].children.any? %>
      <%= render partial: "pages/account_percentages_bar", locals: { account_groups: @account_groups[:liabilities].children } %>
      <%= render partial: "pages/account_percentages_table", locals: { account_groups: @account_groups[:liabilities].children } %>
-    </div>
-  <% end %>
+    <% else %>
+      <div class="py-20 flex flex-col items-center">
+        <%= lucide_icon "scale", class: "w-6 h-6 shrink-0 text-gray-500" %>
+        <p class="text-gray-900 text-sm font-medium mb-1 mt-4"><%= t(".no_liabilities") %></p>
+        <p class="text-gray-500 text-sm max-w-xs text-center"><%= t(".no_liabilities_description") %></p>
+      </div>
+    <% end %>
+  </div>
 </div>
--- a/app/views/categories/_badge.html.erb
+++ b/app/views/categories/_badge.html.erb
@@ -2,9 +2,10 @@
 <% category ||= null_category %>

 <div>
-  <span class="flex items-center gap-1 text-sm font-medium rounded-full px-1.5 py-1 border border-alpha-black-25"
+  <span class="flex items-center gap-1 text-sm font-medium rounded-full px-1.5 py-1 border"
        style="
          background-color: color-mix(in srgb, <%= category.color %> 5%, white);
+          border-color: color-mix(in srgb, <%= category.color %> 30%, white);
          color: <%= category.color %>;">
    <%= category.name %>
  </span>
--- a/app/views/import/cleans/show.html.erb
+++ b/app/views/import/cleans/show.html.erb
@@ -23,7 +23,7 @@
    <div class="bg-white border border-alpha-black-100 rounded-lg p-3 flex items-center justify-between">
      <div class="flex items-center gap-2">
        <%= lucide_icon "alert-triangle", class: "w-4 h-4 text-red-500" %>
-        <p class="text-red-500">You have errors in your data</p>
+        <p class="text-red-500 text-sm"><%= t(".errors_notice") %></p>
      </div>

      <div class="flex justify-center">
--- a/app/views/import/confirms/_mappings.html.erb
+++ b/app/views/import/confirms/_mappings.html.erb
@@ -3,12 +3,28 @@
 <% mappings = mapping_class.for_import(import) %>
 <% is_last_step = step_idx == import.mapping_steps.count - 1 %>

+<% if mapping_class == Import::AccountMapping %>
+  <% if import.requires_account? %>
+    <div class="flex items-center justify-between p-4 mb-4 gap-4 text-gray-500 bg-red-100 border border-red-200 rounded-lg w-[650px]">
+      <%= tag.p t(".no_accounts"), class: "text-sm" %>
+
+      <%= link_to t(".create_account"), new_account_path, class: "btn btn--primary whitespace-nowrap", data: { turbo_frame: :modal } %>
+    </div>
+  <% elsif import.has_unassigned_account? %>
+    <div class="flex items-center justify-between p-4 mb-4 gap-4 text-gray-500 bg-yellow-100 border border-yellow-200 rounded-lg w-[650px]">
+      <%= tag.p t(".unassigned_account"), class: "text-sm" %>
+
+      <%= link_to t(".create_account"), new_account_path, class: "btn btn--primary whitespace-nowrap", data: { turbo_frame: :modal } %>
+    </div>
+  <% end %>
+<% end %>
+
 <div class="space-y-4">
  <div class="bg-gray-25 rounded-xl p-1 space-y-1 w-[650px]">
    <div class="grid grid-cols-3 gap-2 text-xs font-medium text-gray-500 uppercase px-5 py-3">
-      <p>CSV <%= mapping_label(mapping_class) %></p>
-      <p>Maybe <%= mapping_label(mapping_class) %></p>
-      <p class="justify-self-end">Rows</p>
+      <p><%= t(".csv_mapping_label", mapping: mapping_label(mapping_class)) %></p>
+      <p><%= t(".maybe_mapping_label", mapping: mapping_label(mapping_class)) %></p>
+      <p class="justify-self-end"><%= t(".rows_label") %></p>
    </div>

    <div class="border border-alpha-black-25 rounded-md shadow-xs divide-y divide-alpha-black-100 text-sm">
--- a/app/views/import/confirms/show.html.erb
+++ b/app/views/import/confirms/show.html.erb
@@ -28,6 +28,6 @@
  </div>
 </div>

-<div class="max-w-screen-md mx-auto flex justify-center">
+<div class="max-w-screen-md mx-auto flex flex-col items-center">
  <%= render partial: "import/confirms/mappings", locals: { import: @import, mapping_class: step_mapping_class, step_idx: step_idx } %>
 </div>
--- a/app/views/import/uploads/show.html.erb
+++ b/app/views/import/uploads/show.html.erb
@@ -61,6 +61,7 @@
        <li><%= t(".instructions_2") %></li>
        <li><%= t(".instructions_3") %></li>
        <li><%= t(".instructions_4") %></li>
+        <li><%= t(".instructions_5") %></li>
      </ul>
    </div>

--- a/app/views/imports/_empty.html.erb
+++ b/app/views/imports/_empty.html.erb
@@ -1,7 +1,7 @@
 <div class="flex justify-center items-center py-20">
  <div class="text-center flex flex-col items-center max-w-[300px] gap-4">
    <p class="text-gray-900 mb-1 font-medium text-sm"><%= t(".message") %></p>
-    <%= link_to new_import_path(enable_type_selector: true), class: "btn btn--primary flex items-center gap-2", data: { turbo_frame: "modal" } do %>
+    <%= link_to new_import_path, class: "btn btn--primary flex items-center gap-2", data: { turbo_frame: "modal" } do %>
      <%= lucide_icon("plus", class: "w-5 h-5") %>
      <span><%= t(".new") %></span>
    <% end %>
--- a/app/views/layouts/_sidebar.html.erb
+++ b/app/views/layouts/_sidebar.html.erb
@@ -13,7 +13,7 @@
        <div class="text-white w-9 h-9 bg-gray-400 rounded-full flex items-center justify-center text-lg uppercase"><%= Current.user.initial %></div>
      <% end %>
    </button>
-    <div data-menu-target="content" class="hidden absolute w-[240px] z-10 top-10 left-[255px] top-[72px] bg-white rounded-sm shadow-xs border border-alpha-black-25">
+    <div data-menu-target="content" class="hidden absolute w-[240px] z-10 left-[255px] top-[72px] bg-white rounded-sm shadow-xs border border-alpha-black-25">
      <div class="p-3 flex items-center gap-3">
        <% if profile_image_attached %>
          <div class="text-white shrink-0 w-9 h-9">
@@ -57,9 +57,16 @@
          <%= lucide_icon("megaphone", class: "w-5 h-5 text-gray-500 shrink-0") %>
          <span class="text-gray-900 text-sm">Feedback</span>
        <% end %>
-        <%= link_to "https://link.maybe.co/discord", class: "flex gap-2 items-center hover:bg-gray-50 rounded-lg px-3 py-2" do %>
-          <%= lucide_icon("message-square-more", class: "w-5 h-5 text-gray-500 shrink-0") %>
-          <span class="text-gray-900 text-sm">Contact</span>
+        <% if self_hosted? %>
+          <%= link_to "https://link.maybe.co/discord", class: "flex gap-2 items-center hover:bg-gray-50 rounded-lg px-3 py-2" do %>
+            <%= lucide_icon("message-square-more", class: "w-5 h-5 text-gray-500 shrink-0") %>
+            <span class="text-gray-900 text-sm">Contact</span>
+          <% end %>
+        <% else %>
+          <%= link_to "mailto:hello@maybe.co", class: "flex gap-2 items-center hover:bg-gray-50 rounded-lg px-3 py-2", onclick: "Intercom('showNewMessage'); return false;" do %>
+            <%= lucide_icon("message-square-more", class: "w-5 h-5 text-gray-500 shrink-0") %>
+            <span class="text-gray-900 text-sm">Contact</span>
+          <% end %>
        <% end %>
      </div>
      <div class="p-1">
--- a/app/views/layouts/application.html.erb
+++ b/app/views/layouts/application.html.erb
@@ -15,7 +15,7 @@

    <meta name="viewport"
          content="viewport-fit=cover, width=device-width, initial-scale=1.0, minimum-scale=1.0, maximum-scale=1.0, user-scalable=no">
-    <meta name="apple-mobile-web-app-capable" content="yes">
+    <meta name="mobile-web-app-capable" content="yes">
    <meta name="apple-mobile-web-app-status-bar-style" content="black-translucent">
    <meta name="apple-mobile-web-app-title" content="Maybe">
    <meta name="msapplication-TileColor" content="#ffffff">
--- a/app/views/pages/_account_percentages_bar.html.erb
+++ b/app/views/pages/_account_percentages_bar.html.erb
@@ -1,12 +1,12 @@
 <%# locals: (account_groups:) %>
 <div class="space-y-4">
  <div class="flex gap-1">
-    <% account_groups.each do |group| %>
+    <% account_groups.sort_by(&:percent_of_total).reverse.each do |group| %>
      <div class="h-1.5 rounded-sm w-12 <%= accountable_bg_class(group.name) %>" style="width: <%= group.percent_of_total %>%;"></div>
    <% end %>
  </div>
  <div class="flex gap-4">
-    <% account_groups.each do |group| %>
+    <% account_groups.sort_by(&:percent_of_total).reverse.each do |group| %>
      <div class="flex items-center gap-2 text-sm">
        <div class="h-2.5 w-2.5 rounded-full <%= accountable_bg_class(group.name) %>"></div>
        <p class="text-gray-500"><%= to_accountable_title(Accountable.from_type(group.name)) %></p>
--- a/app/views/pages/_account_percentages_table.html.erb
+++ b/app/views/pages/_account_percentages_table.html.erb
@@ -15,6 +15,6 @@
    </div>
  </div>
  <div class="bg-white border border-alpha-black-25 shadow-xs rounded-lg divide-y divide-alpha-black-50">
-    <%= render partial: "pages/account_group_disclosure", collection: account_groups, as: :accountable_group %>
+    <%= render partial: "pages/account_group_disclosure", collection: account_groups.sort_by(&:percent_of_total).reverse, as: :accountable_group %>
  </div>
 </div>
--- a/app/views/pages/changelog.html.erb
+++ b/app/views/pages/changelog.html.erb
@@ -12,7 +12,7 @@
            <%= image_tag @release_notes[:avatar], class: "rounded-full w-full h-full object-cover" %>
          </div>
          <div>
-            <div class="text-gray-900 font-medium text-sm"><%= @release_notes[:name] %></div>
+            <a class="text-gray-900 font-medium text-sm" href="https://github.com/<%= @release_notes[:username] %>"><%= "@#{@release_notes[:username]}" %></a>
            <div class="text-gray-500 text-sm"><%= @release_notes[:published_at].strftime("%B %d, %Y") %></div>
          </div>
        </div>
--- a/app/views/pages/dashboard.html.erb
+++ b/app/views/pages/dashboard.html.erb
@@ -2,7 +2,9 @@
  <header class="flex items-center justify-between">
    <div>
      <h1 class="sr-only"><%= t(".title") %></h1>
-      <p class="text-xl font-medium text-gray-900 mb-1"><%= t(".greeting", name: Current.user.first_name ) %></p>
+      <p class="text-xl font-medium text-gray-900 mb-1">
+        <%= Current.user.first_name.present? ? t(".greeting", name: Current.user.first_name ) : t(".fallback_greeting") %>
+      </p>
      <% unless @accounts.blank? %>
        <p class="text-gray-500 text-sm"><%= t(".subtitle") %></p>
      <% end %>
@@ -22,7 +24,9 @@
    </div>
  </header>

-  <% if @accounts.empty? %>
+  <% if !Current.family.subscribed? && !self_hosted? %>
+    <%= render "shared/subscribe_prompt" %>
+  <% elsif @accounts.empty? %>
    <%= render "shared/no_account_empty_state" %>
  <% else %>
    <section class="flex gap-4">
@@ -133,9 +137,11 @@
          </div>
          <div class="flex gap-1.5">
            <% @top_savers.first(3).each do |account| %>
-              <%= link_to account, class: "border border-alpha-black-25 rounded-full p-1 pr-2 flex items-center gap-1 text-xs text-gray-900 font-medium hover:bg-gray-25" do %>
-                <%= image_tag account_logo_url(account), class: "w-5 h-5" %>
-                <span><%= account.savings_rate > 0 ? "+" : "-" %><%= number_to_percentage(account.savings_rate.abs * 100, precision: 2) %></span>
+              <% unless account.savings_rate.infinite? %>
+                <%= link_to account, class: "border border-alpha-black-25 rounded-full p-1 pr-2 flex items-center gap-1 text-xs text-gray-900 font-medium hover:bg-gray-25" do %>
+                  <%= image_tag account_logo_url(account), class: "w-5 h-5" %>
+                  <span><%= account.savings_rate > 0 ? "+" : "-" %><%= number_to_percentage(account.savings_rate.abs * 100, precision: 2) %></span>
+                <% end %>
              <% end %>
            <% end %>
            <% if @top_savers.count > 3 %>
--- a/app/views/pages/early_access.html.erb
+++ b/app/views/pages/early_access.html.erb
@@ -0,0 +1,56 @@
+<!DOCTYPE html>
+<html class="h-full" lang="en">
+  <head>
+    <title><%= content_for(:title) || "🔒 Maybe Early Access" %></title>
+
+    <%= csrf_meta_tags %>
+    <%= csp_meta_tag %>
+
+    <%= stylesheet_link_tag "tailwind", "inter-font", "data-turbo-track": "reload" %>
+    <%= stylesheet_link_tag "application", "data-turbo-track": "reload" %>
+
+    <%= javascript_importmap_tags %>
+    <%= hotwire_livereload_tags if Rails.env.development? %>
+    <%= turbo_refreshes_with method: :morph, scroll: :preserve %>
+
+    <meta name="viewport" content="viewport-fit=cover, width=device-width, initial-scale=1.0, minimum-scale=1.0, maximum-scale=1.0, user-scalable=no">
+    <meta name="mobile-web-app-capable" content="yes">
+    <meta name="apple-mobile-web-app-status-bar-style" content="black-translucent">
+    <meta name="apple-mobile-web-app-title" content="Maybe">
+    <meta name="msapplication-TileColor" content="#ffffff">
+    <meta name="theme-color" content="#ffffff">
+
+    <%= yield :head %>
+  </head>
+
+  <body class="subpixel-antialiased h-full bg-black text-white flex flex-col bg-top bg-no-repeat bg-cover" style="background-image: url('<%= asset_path("bg-grid.png") %>');">
+    <div class="flex-grow flex items-center justify-center p-4 sm:p-6 md:p-8">
+      <div class="w-full max-w-sm mx-auto text-center rounded-lg p-6">
+        <%= image_tag "logo-squircle.svg", alt: "Maybe Logo", class: "w-16 h-16 sm:w-18 sm:h-18 mx-auto mb-6 sm:mb-8" %>
+        <h1 class="text-2xl font-normal my-4">Maybe Early Access</h1>
+        <% if @invite_codes_count > 0 %>
+          <p class="text-base text-gray-400">There <%= @invite_codes_count == 1 ? "is" : "are" %> <span class="text-white"><%= @invite_codes_count %> invite <%= "code".pluralize(@invite_codes_count) %></span> remaining.</p>
+          <div class="bg-gray-900 border border-gray-800 p-2 rounded-xl my-4">
+            <p class="text-sm text-gray-400 mt-1 mb-3 sm:mb-4">Your invite code is <span class="font-mono text-white"><%= @invite_code.token %></span></p>
+            <p><%= link_to "Sign up with this code", new_registration_path(invite: @invite_code.token), class: "block w-full bg-white text-black py-2 px-3 rounded-lg no-underline text-sm sm:text-base hover:bg-gray-200 transition duration-150" %></p>
+          </div>
+
+          <p class="text-sm text-gray-400">You may need to refresh the page to get a new invite code if someone else claimed it before you.</p>
+
+          <p class="mt-4 sm:mt-6">
+            <%= link_to early_access_path, class: "w-full block text-center justify-center inline-flex items-center text-white hover:bg-gray-800 p-2 rounded-md text-base transition duration-150", data: { turbo_method: :get } do %>
+              <%= lucide_icon "refresh-cw", class: "w-4 h-4 sm:w-5 sm:h-5 mr-2 text-gray-400" %>
+              <span>Refresh page</span>
+            <% end %>
+          </p>
+        <% else %>
+          <p class="text-base text-gray-400 mb-6 sm:mb-8">Sorry, there are <span class="text-white">no invite codes</span> remaining. Join our <%= link_to "Discord server", "https://link.maybe.co/discord", target: "_blank", class: "text-white hover:text-gray-300" %> to get notified when new invite codes are available.</p>
+          <p><%= link_to "Join Discord server", "https://link.maybe.co/discord", target: "_blank", class: "bg-white text-black px-3 py-2 rounded-md no-underline text-base hover:bg-gray-200 transition duration-150" %></p>
+        <% end %>
+      </div>
+    </div>
+    <footer class="pb-6 sm:pb-10 text-center text-gray-400 text-sm">
+      ©2024 Maybe Finance, Inc.
+    </footer>
+  </body>
+</html>
--- a/app/views/pages/feedback.html.erb
+++ b/app/views/pages/feedback.html.erb
@@ -9,17 +9,23 @@
    <p class="text-sm text-gray-500 mb-4">Let us know if you have any specific feedback. Feel free to include links to videos or screenshots.</p>
    <div class="flex gap-2">
      <%= link_to "https://github.com/maybe-finance/maybe/discussions/categories/feature-requests", target: "_blank", rel: "noopener noreferrer", class: "w-1/3 flex flex-col items-center p-4 border border-alpha-black-25 rounded-xl hover:bg-gray-50" do %>
-        <%= image_tag "github-icon.png", class: "w-8 h-8 mb-2" %>
+        <%= image_tag "github-icon.svg", class: "w-8 h-8 mb-2" %>
        <span class="text-sm font-medium text-gray-900">Write a feature request</span>
      <% end %>
-
-      <%= link_to "https://github.com/maybe-finance/maybe/issues/new?assignees=&labels=bug&template=bug_report.md&title=", target: "_blank", rel: "noopener noreferrer", class: "w-1/3 flex flex-col items-center p-4 border border-alpha-black-25 rounded-xl hover:bg-gray-50" do %>
-        <%= image_tag "github-icon.png", class: "w-8 h-8 mb-2" %>
-        <span class="text-sm font-medium text-gray-900">File a bug report</span>
+      <% if self_hosted? %>
+        <%= link_to "https://github.com/maybe-finance/maybe/issues/new?assignees=&labels=bug&template=bug_report.md&title=", target: "_blank", rel: "noopener noreferrer", class: "w-1/3 flex flex-col items-center p-4 border border-alpha-black-25 rounded-xl hover:bg-gray-50" do %>
+          <%= image_tag "github-icon.svg", class: "w-8 h-8 mb-2" %>
+          <span class="text-sm font-medium text-gray-900">File a bug report</span>
+        <% end %>
+      <% else %>
+        <%= link_to "mailto:hello@maybe.co", class: "w-1/3 flex flex-col items-center p-4 border border-alpha-black-25 rounded-xl hover:bg-gray-50", onclick: "Intercom('showNewMessage'); return false;" do %>
+          <%= lucide_icon "bug", class: "w-8 h-8 mb-2" %>
+          <span class="text-sm font-medium text-gray-900">File a bug report</span>
+        <% end %>
      <% end %>

      <%= link_to "https://link.maybe.co/discord", target: "_blank", rel: "noopener noreferrer", class: "w-1/3 flex flex-col items-center p-4 border border-alpha-black-25 rounded-xl hover:bg-gray-50" do %>
-        <%= image_tag "discord-icon.png", class: "w-8 h-8 mb-2" %>
+        <%= image_tag "discord-icon.svg", class: "w-8 h-8 mb-2" %>
        <span class="text-sm font-medium text-gray-900">Discuss Maybe with others</span>
      <% end %>
    </div>
--- a/app/views/password_mailer/password_reset.html.erb
+++ b/app/views/password_mailer/password_reset.html.erb
@@ -1 +1,5 @@
-<%= link_to t(".cta"), edit_password_reset_url(token: params[:token]) %>
+<p><%= t(".request_made") %></p>
+
+<p><%= link_to t(".cta"), edit_password_reset_url(token: params[:token]) %></p>
+
+<p><%= t(".ignore_if_not_requested") %></p>
--- a/app/views/registrations/new.html.erb
+++ b/app/views/registrations/new.html.erb
@@ -14,7 +14,7 @@
  <%= form.password_field :password, autocomplete: "new-password", required: "required", label: true %>
  <%= form.password_field :password_confirmation, autocomplete: "new-password", required: "required", label: true %>
  <% if invite_code_required? %>
-    <%= form.password_field :invite_code, required: "required", label: true %>
+    <%= form.text_field :invite_code, required: "required", label: true, value: params[:invite] %>
  <% end %>
  <%= form.submit %>
 <% end %>
--- a/app/views/settings/_nav.html.erb
+++ b/app/views/settings/_nav.html.erb
@@ -26,6 +26,9 @@
            <%= sidebar_link_to t(".self_hosting_label"), settings_hosting_path, icon: "database" %>
          </li>
        <% end %>
+        <li>
+          <%= sidebar_link_to t(".billing_label"), settings_billing_path, icon: "circle-dollar-sign" %>
+        </li>
        <li>
          <%= sidebar_link_to t(".accounts_label"), accounts_path, icon: "layers" %>
        </li>
--- a/app/views/settings/billings/show.html.erb
+++ b/app/views/settings/billings/show.html.erb
@@ -0,0 +1,16 @@
+<% content_for :sidebar do %>
+  <%= render "settings/nav" %>
+<% end %>
+
+<div class="space-y-4">
+  <h1 class="text-gray-900 text-xl font-medium mb-4"><%= t(".page_title") %></h1>
+  <%= settings_section title: t(".subscription_title"), subtitle: t(".subscription_subtitle") do %>
+    <% if Current.family.stripe_plan_id.blank? %>
+      <%= link_to t(".subscribe_button"), new_subscription_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2", data: { turbo: false } %>
+    <% else %>
+      <%= link_to t(".manage_subscription_button"), subscription_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2", data: { turbo: false } %>
+    <% end %>
+  <% end %>
+
+  <%= settings_nav_footer %>
+</div>
--- a/app/views/shared/_subscribe_prompt.html.erb
+++ b/app/views/shared/_subscribe_prompt.html.erb
@@ -0,0 +1,16 @@
+<div class="flex justify-center items-center h-[800px]">
+  <div class="text-center flex flex-col gap-4 items-center max-w-[300px]">
+    <%= lucide_icon "circle-fading-arrow-up", class: "w-8 h-8 text-green-500" %>
+
+    <div class="space-y-1 text-sm">
+      <p class="text-gray-900 font-medium"><%= t(".title") %></p>
+      <p class="text-gray-500"><%= t(".subtitle") %></p>
+      <p class="text-gray-400 text-xs"><%= t(".guarantee") %></p>
+    </div>
+
+    <%= link_to new_subscription_path, class: "btn btn--primary flex items-center gap-1" do %>
+      <%= lucide_icon("credit-card", class: "w-5 h-5") %>
+      <span><%= t(".subscribe") %></span>
+    <% end %>
+  </div>
+</div>
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Zach Gollwitzer	d9f11e002a	Release v0.1.0 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-10-11 13:15:46 -04:00
Zach Gollwitzer	c744237b55	Allow cents in start balance for accounts	2024-10-11 12:43:50 -04:00
Zach Gollwitzer	7dfd7408c7	Show correct precision on account page	2024-10-11 11:49:53 -04:00
Zach Gollwitzer	8f8988c03a	Fix minified JS in prod for chart controller	2024-10-11 11:37:33 -04:00
Zach Gollwitzer	a21061fb56	Private method syntax fix in prod	2024-10-11 11:34:51 -04:00
Alex Hatzenbuhler	c5bf1db230	Add additional subtypes, add None option, prefill edit with previously selected option. (#1286 ) * Add additional subtypes and allow for None * Add parens for consistency on 401 * Remove cryptocurrency investment subtype * Handle nil value * Use objects current subtype as the initial selection * Remove "None" option to default to helper prompt * Fix blank/none selection * Only include blank if subtype is present * Simplify investment subtype dropdown * Improve depository subtype	2024-10-10 21:23:56 -04:00
Zach Gollwitzer	3610c6cae7	Add observed holidays to sync exceptions	2024-10-10 19:29:20 -04:00
Zach Gollwitzer	79ca7e2039	Preserve negative sign on raw CSV values	2024-10-10 18:57:00 -04:00
Aaron Meese	34ebd96c4c	fix: default value if user's name isn't set (#1262 ) * fix: default value if user's name isn't set * chore: matched code style * fix: i18n key for fallback greeting --------- Co-authored-by: Zach Gollwitzer <zach@maybe.co>	2024-10-10 18:03:47 -04:00
Zach Gollwitzer	3399b74849	Handle market holidays during holding sync (#1292 ) * Handle market holidays during holding sync * Use informal holidays instead of custom override	2024-10-10 18:02:12 -04:00
Arsen Shkrumelyak	77fc5caecf	Minor improvements to categories & changelog pages (#1274 ) * ui: change category badge border color * ui/ux: use author's name in changelog * ui: badge border 25% -> 30%	2024-10-10 16:00:35 -04:00
Zach Gollwitzer	a20809eee3	When unassigned accounts in CSV import, always allow new account creation	2024-10-10 15:51:36 -04:00
Zach Gollwitzer	cd9f20747c	Allow inline account creation when importing CSV (#1291 ) * Allow inline account creation when importing CSV * Sanitize numeric inputs for CSV * CSV import date validation * Lint fix	2024-10-10 15:14:38 -04:00
Josh Pigford	1746533842	Default to "today" when entering a transactions and value entries	2024-10-10 12:24:20 -05:00
Josh Pigford	6b46831199	Intercom data update	2024-10-10 10:59:06 -05:00
Zach Gollwitzer	aa16807c6c	Allow institutions on edit account form	2024-10-10 11:43:28 -04:00
Zach Gollwitzer	dce9adb534	Add institution back as hidden field on account form	2024-10-10 11:39:50 -04:00
Zach Gollwitzer	26bd655e4c	Add value tab to investments	2024-10-10 11:35:10 -04:00
Zach Gollwitzer	5c7d2f2b01	Better import instructions, remove ambiguous field (#1284 ) * Remove ambiguous institution field * Add import instructions * Fix system test * Remove lint and i18n normalization checks in CI	2024-10-10 11:18:58 -04:00
Guillem Arias Fauste	90278630ed	fix: amend inputs on loan, c.c., vehicle, and property partials (#1281 ) * fix: use number inputs on partial loan and credit card form views * amend vehicle partial * amend property inputs * fix lint * Update app/views/accounts/accountables/_credit_card.html.erb Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Signed-off-by: Guillem Arias Fauste <gariasf@proton.me> * Update app/views/accounts/accountables/_loan.html.erb Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com> Signed-off-by: Guillem Arias Fauste <gariasf@proton.me> --------- Signed-off-by: Guillem Arias Fauste <gariasf@proton.me> Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>	2024-10-10 10:45:17 -04:00
Guillem Arias Fauste	977da34efc	fix: use correct delimiter on credit card zero values (#1280 )	2024-10-10 10:14:05 -04:00
Zach Gollwitzer	6288139a41	Fix loan term display	2024-10-09 18:34:20 -04:00
Zach Gollwitzer	ff5408c131	Fix group trend color (#1277 )	2024-10-09 18:20:45 -04:00
Zach Gollwitzer	0a303ccbd5	Fix currency formatting for 0 values (#1276 ) * Fix currency formatting for 0 values * Fix loan payment calculation for zero interest rate	2024-10-09 18:11:36 -04:00
Zach Gollwitzer	a2ab217925	Bug fixes for specialized account pages (#1275 ) * Default for credit card fields * Save institution on new account forms * Fix property, vehicle, loan, credit card pages	2024-10-09 17:20:38 -04:00
Zach Gollwitzer	b4d0fdbe0d	Link to CSV imports (#1273 ) * Link to CSV imports * Stale param	2024-10-09 15:22:08 -04:00
Zach Gollwitzer	4bfe47540d	Basic trade and holdings view (#1271 ) * Add trade view * Lint fix * Fix stale placeholder variable * Add holding view	2024-10-09 14:59:18 -04:00
Josh Pigford	f5cb13b42f	Padding tweak	2024-10-09 13:20:36 -05:00
Josh Pigford	3893060f8e	Early access (#1272 ) * Stubbing in early access * Styling * Title tweak * Early access tweaks Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point * Lint	2024-10-09 13:17:58 -05:00
Zach Gollwitzer	54596d51f7	Fix account pill on dashboard (#1270 )	2024-10-09 11:38:34 -04:00
Josh Pigford	7758f51be9	Support deprecated SELF_HOSTING_ENABLED variable for now	2024-10-09 09:56:22 -05:00
Josh Pigford	40c09279f3	i18n linter I really need to remember to run these things before pushing	2024-10-09 09:16:15 -05:00
Josh Pigford	ad52207a25	Lint	2024-10-09 09:12:07 -05:00
Josh Pigford	a33ba11ce9	Update password_reset.html.erb	2024-10-09 09:06:41 -05:00
Josh Pigford	47a43a888c	Make the password reset mailer a bit more...beefy	2024-10-09 09:03:21 -05:00
Josh Pigford	0afab5296c	Email sender	2024-10-09 08:37:45 -05:00
Alter Lagos	0d7164af9b	Set 3000 as the default web port (#1215 ) Having by default `PORT=` only assigns to that variable `0`, which is interpreted by puma to start the web app in a random port when `bin/dev` is called.	2024-10-09 08:21:15 -04:00
Josh Pigford	597079dc8d	Address faraday-multipart warning	2024-10-08 16:58:38 -05:00
Josh Pigford	fc91a34691	Change to mobile-web-app-capable meta tag	2024-10-08 16:56:30 -05:00
Zach Gollwitzer	fd941d714d	Add loan and credit card views (#1268 ) * Add loan and credit card views * Lint fix * Clean up overview card markup * Lint fix * Test fix	2024-10-08 17:16:37 -04:00
Josh Pigford	9263dd3bbe	Allow promo codes in checkout	2024-10-08 15:19:23 -05:00
Josh Pigford	31f3ff6a16	Billing (#1269 ) * Change env SELF_HOSTING_ENABLED to SELF_HOSTED * Initial Stripe implementation * Fix portal link * Use webhook signatures * Migrated to new Stripe gem conventions Also updated resource routing * Added faraday-multipart gem to resolve middleware notice * Merge fix * Merge fix * Temporary upgrade prompt for early access * Lint fix * i18n fixes * Remove catch-all rescue * Update .env.example	2024-10-08 14:37:47 -05:00
Josh Pigford	41dff228e8	Crop profile images	2024-10-08 14:25:34 -05:00
Josh Pigford	78b0674052	Support for Cloudflare R2	2024-10-08 13:05:45 -05:00
Josh Pigford	3461182725	Ensure self hosted for invite code listing	2024-10-08 12:36:06 -05:00
Josh Pigford	59e4eff24a	Lint	2024-10-08 12:30:28 -05:00
Josh Pigford	e70d3d1902	Generate multiple invites	2024-10-08 12:23:23 -05:00
Zach Gollwitzer	2f6479f058	Add empty states to account summary page (#1265 ) * Add empty states to account summary page * Liability icon fix * Normalize translations * Clean up modal styles * Account color updates * Lint fixes * Test fix	2024-10-08 13:00:35 -04:00
Josh Pigford	ffd54e4065	Intercom integration (#1267 ) * Intercom integration Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG. * Update app/views/layouts/_sidebar.html.erb Co-authored-by: Zach Gollwitzer <zach@maybe.co> Signed-off-by: Josh Pigford <josh@joshpigford.com> * Update app/views/pages/feedback.html.erb Co-authored-by: Zach Gollwitzer <zach@maybe.co> Signed-off-by: Josh Pigford <josh@joshpigford.com> * Family = Company in Intercom --------- Signed-off-by: Josh Pigford <josh@joshpigford.com> Co-authored-by: Zach Gollwitzer <zach@maybe.co>	2024-10-08 10:50:49 -05:00
Zach Gollwitzer	591d149da9	Finalize other assets and liabilities view (#1264 )	2024-10-07 20:23:33 -04:00
Zach Gollwitzer	c397f1bd2b	Hide infinity trend percentage changes (#1261 )	2024-10-07 16:20:36 -04:00
Zach Gollwitzer	d2a6ab1e45	Hide currency for transfers (#1260 )	2024-10-07 15:57:47 -04:00
dependabot[bot]	5e3a3b0b38	Bump webmock from 3.23.1 to 3.24.0 (#1252 ) Bumps [webmock](https://github.com/bblimke/webmock) from 3.23.1 to 3.24.0. - [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md) - [Commits](https://github.com/bblimke/webmock/compare/v3.23.1...v3.24.0) --- updated-dependencies: - dependency-name: webmock dependency-type: direct:development update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:30:22 -04:00
dependabot[bot]	563db0f8eb	Bump pagy from 9.0.9 to 9.1.0 (#1251 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 9.0.9 to 9.1.0. - [Release notes](https://github.com/ddnexus/pagy/releases) - [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md) - [Commits](https://github.com/ddnexus/pagy/compare/9.0.9...9.1.0) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:30:12 -04:00
dependabot[bot]	2dda598e8a	Bump importmap-rails from 2.0.1 to 2.0.2 (#1255 ) Bumps [importmap-rails](https://github.com/rails/importmap-rails) from 2.0.1 to 2.0.2. - [Release notes](https://github.com/rails/importmap-rails/releases) - [Commits](https://github.com/rails/importmap-rails/compare/v2.0.1...v2.0.2) --- updated-dependencies: - dependency-name: importmap-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:29:09 -04:00
dependabot[bot]	388f8e4197	Bump ruby-lsp-rails from 0.3.16 to 0.3.18 (#1258 ) Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.16 to 0.3.18. - [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases) - [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.16...v0.3.18) --- updated-dependencies: - dependency-name: ruby-lsp-rails dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:28:56 -04:00
dependabot[bot]	1d56c67b4f	Bump aws-sdk-s3 from 1.166.0 to 1.167.0 (#1253 ) Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.166.0 to 1.167.0. - [Release notes](https://github.com/aws/aws-sdk-ruby/releases) - [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md) - [Commits](https://github.com/aws/aws-sdk-ruby/commits) --- updated-dependencies: - dependency-name: aws-sdk-s3 dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:24:10 -04:00
dependabot[bot]	f6619aa4e5	Bump tailwindcss-rails from 2.7.6 to 2.7.7 (#1256 ) Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.7.6 to 2.7.7. - [Release notes](https://github.com/rails/tailwindcss-rails/releases) - [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md) - [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.7.6...v2.7.7) --- updated-dependencies: - dependency-name: tailwindcss-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:24:00 -04:00
dependabot[bot]	9453313f68	Bump propshaft from 1.0.1 to 1.1.0 (#1257 ) Bumps [propshaft](https://github.com/rails/propshaft) from 1.0.1 to 1.1.0. - [Release notes](https://github.com/rails/propshaft/releases) - [Commits](https://github.com/rails/propshaft/compare/v1.0.1...v1.1.0) --- updated-dependencies: - dependency-name: propshaft dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-10-07 10:23:50 -04:00
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