Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Changelog page that pulls from Github Release notes (#867 )
2024-06-14 16:50:08 -04:00 · 2024-06-14 16:40:50 -04:00 · 2024-06-13 17:03:38 -04:00 · 2024-06-13 16:19:05 -04:00 · 2024-06-13 14:37:27 -04:00 · 2024-06-13 09:16:00 -04:00
141 changed files with 2589 additions and 1282 deletions
--- a/.github/ISSUE_TEMPLATE/bug_report.md
+++ b/.github/ISSUE_TEMPLATE/bug_report.md
@@ -2,7 +2,7 @@
 name: Bug report
 about: Create a report to help us improve
 title: 'Bug: '
-labels: ":bug: Bug, :rocket: Feature"
+labels: ":bug: Bug"
 assignees: ''

 ---
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@@ -1,7 +1,7 @@
 name: CI

 on:
-  pull_request:
+  workflow_call:

 jobs:
  scan_ruby:
@@ -59,6 +59,10 @@ jobs:
    runs-on: ubuntu-latest
    timeout-minutes: 10

+    env:
+      DATABASE_URL: postgres://postgres:postgres@localhost:5432
+      RAILS_ENV: test
+
    services:
      postgres:
        image: postgres
@@ -82,16 +86,19 @@ jobs:
          ruby-version: .ruby-version
          bundler-cache: true

-      - name: Run tests and smoke test seed
-        env:
-          RAILS_ENV: test
-          DATABASE_URL: postgres://postgres:postgres@localhost:5432
+      - name: DB setup and smoke test
        run: |
          bin/rails db:create
          bin/rails db:schema:load
-          bin/rails test
          bin/rails db:seed

+      - name: Unit and integration tests
+        run: bin/rails test
+
+      - name: System tests
+        run: DISABLE_PARALLELIZATION=true bin/rails test:system
+        continue-on-error: true # TODO: Eventually we'll enforce for PRs
+
      - name: Keep screenshots from failed system tests
        uses: actions/upload-artifact@v4
        if: failure()
--- a/.github/workflows/pr.yml
+++ b/.github/workflows/pr.yml
@@ -0,0 +1,8 @@
+name: Pull Request
+
+on:
+  pull_request:
+
+jobs:
+  ci:
+    uses: ./.github/workflows/ci.yml
--- a/.github/workflows/publish.yml
+++ b/.github/workflows/publish.yml
@@ -15,56 +15,12 @@ permissions:
  contents: read

 jobs:
-
-  test:
-    name: Test
-    runs-on: ubuntu-latest
-    timeout-minutes: 10
-
-    services:
-      postgres:
-        image: postgres
-        env:
-          POSTGRES_USER: postgres
-          POSTGRES_PASSWORD: postgres
-        ports:
-          - 5432:5432
-        options: --health-cmd="pg_isready" --health-interval=10s --health-timeout=5s --health-retries=3
-
-    steps:
-      - name: Install packages
-        run: sudo apt-get update && sudo apt-get install --no-install-recommends -y google-chrome-stable curl libvips postgresql-client libpq-dev
-
-      - name: Checkout code
-        uses: actions/checkout@v4
-
-      - name: Set up Ruby
-        uses: ruby/setup-ruby@v1
-        with:
-          ruby-version: .ruby-version
-          bundler-cache: true
-
-      - name: Run tests and smoke test seed
-        env:
-          RAILS_ENV: test
-          DATABASE_URL: postgres://postgres:postgres@localhost:5432
-        run: |
-          bin/rails db:create
-          bin/rails db:schema:load
-          bin/rails test:all
-          bin/rails db:seed
-
-      - name: Keep screenshots from failed system tests
-        uses: actions/upload-artifact@v4
-        if: failure()
-        with:
-          name: screenshots
-          path: ${{ github.workspace }}/tmp/screenshots
-          if-no-files-found: ignore
+  ci:
+    uses: ./.github/workflows/ci.yml

  build:
    name: Build docker image
-    needs: [ test ]
+    needs: [ ci ]

    runs-on: ubuntu-latest

@@ -109,7 +65,7 @@ jobs:
          push: true
          tags: ${{ steps.meta.outputs.tags }}
          labels: ${{ steps.meta.outputs.labels }}
-          platforms: linux/amd64,linux/arm64/v8
+          platforms: linux/amd64,linux/arm64,linux/arm/v7
          cache-from: type=gha
          cache-to: type=gha,mode=max
          provenance: false
--- a/3
+++ b/3
@@ -25,9 +25,6 @@ gem "turbo-rails"
 # Background Jobs
 gem "good_job"

-# Search
-gem "ransack", github: "maybe-finance/ransack", branch: "main"
-
 # Error logging
 gem "stackprof"
 gem "sentry-ruby"
--- a/Gemfile.lock
+++ b/Gemfile.lock
@@ -1,48 +1,38 @@
 GIT
  remote: https://github.com/maybe-finance/lucide-rails.git
-  revision: 6170b3a0eceb43a8af6552638e9526673c356d0d
+  revision: 79d989593ee4ac6c50106ec5e4d2bd4ec8f5af87
  specs:
    lucide-rails (0.2.0)
      railties (>= 4.1.0)

-GIT
-  remote: https://github.com/maybe-finance/ransack.git
-  revision: dec20edc9ccccac77f5b4b8a1c1a9f20dc58fa04
-  branch: main
-  specs:
-    ransack (4.1.1)
-      activerecord (>= 6.1.5)
-      activesupport (>= 6.1.5)
-      i18n
-
 GIT
  remote: https://github.com/rails/rails.git
-  revision: ed50b93ebcf3c1a92ac3481297c07c33d9f7c161
+  revision: f9c847fac102039d9174106f44b59144da267751
  branch: 7-2-stable
  specs:
-    actioncable (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actioncable (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      nio4r (~> 2.0)
      websocket-driver (>= 0.6.1)
      zeitwerk (~> 2.6)
-    actionmailbox (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionmailbox (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activestorage (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      mail (>= 2.8.0)
-    actionmailer (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionmailer (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      actionview (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      mail (>= 2.8.0)
      rails-dom-testing (~> 2.2)
-    actionpack (7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionpack (7.2.0.beta2)
+      actionview (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      nokogiri (>= 1.8.5)
      racc
      rack (>= 2.2.4)
@@ -51,60 +41,61 @@ GIT
      rails-dom-testing (~> 2.2)
      rails-html-sanitizer (~> 1.6)
      useragent (~> 0.16)
-    actiontext (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actiontext (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activestorage (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      globalid (>= 0.6.0)
      nokogiri (>= 1.8.5)
-    actionview (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionview (7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      builder (~> 3.1)
      erubi (~> 1.11)
      rails-dom-testing (~> 2.2)
      rails-html-sanitizer (~> 1.6)
-    activejob (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activejob (7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      globalid (>= 0.3.6)
-    activemodel (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
-    activerecord (7.2.0.alpha)
-      activemodel (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activemodel (7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
+    activerecord (7.2.0.beta2)
+      activemodel (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      timeout (>= 0.4.0)
-    activestorage (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activestorage (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      marcel (~> 1.0)
-    activesupport (7.2.0.alpha)
+    activesupport (7.2.0.beta2)
      base64
      bigdecimal
-      concurrent-ruby (~> 1.0, >= 1.0.2)
+      concurrent-ruby (~> 1.0, >= 1.3.1)
      connection_pool (>= 2.2.5)
      drb
      i18n (>= 1.6, < 2)
+      logger
      minitest (>= 5.1)
      tzinfo (~> 2.0, >= 2.0.5)
-    rails (7.2.0.alpha)
-      actioncable (= 7.2.0.alpha)
-      actionmailbox (= 7.2.0.alpha)
-      actionmailer (= 7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      actiontext (= 7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activemodel (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    rails (7.2.0.beta2)
+      actioncable (= 7.2.0.beta2)
+      actionmailbox (= 7.2.0.beta2)
+      actionmailer (= 7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      actiontext (= 7.2.0.beta2)
+      actionview (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activemodel (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activestorage (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      bundler (>= 1.15.0)
-      railties (= 7.2.0.alpha)
-    railties (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+      railties (= 7.2.0.beta2)
+    railties (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      irb (~> 1.13)
      rackup (>= 1.0.0)
      rake (>= 12.2)
@@ -118,17 +109,17 @@ GEM
      public_suffix (>= 2.0.2, < 6.0)
    ast (2.4.2)
    aws-eventstream (1.3.0)
-    aws-partitions (1.930.0)
-    aws-sdk-core (3.196.1)
+    aws-partitions (1.941.0)
+    aws-sdk-core (3.197.0)
      aws-eventstream (~> 1, >= 1.3.0)
      aws-partitions (~> 1, >= 1.651.0)
      aws-sigv4 (~> 1.8)
      jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.81.0)
-      aws-sdk-core (~> 3, >= 3.193.0)
+    aws-sdk-kms (1.83.0)
+      aws-sdk-core (~> 3, >= 3.197.0)
      aws-sigv4 (~> 1.1)
-    aws-sdk-s3 (1.151.0)
-      aws-sdk-core (~> 3, >= 3.194.0)
+    aws-sdk-s3 (1.152.0)
+      aws-sdk-core (~> 3, >= 3.197.0)
      aws-sdk-kms (~> 1)
      aws-sigv4 (~> 1.8)
    aws-sigv4 (1.8.0)
@@ -148,7 +139,7 @@ GEM
      msgpack (~> 1.2)
    brakeman (6.1.2)
      racc
-    builder (3.2.4)
+    builder (3.3.0)
    capybara (3.40.0)
      addressable
      matrix
@@ -160,7 +151,7 @@ GEM
      xpath (~> 3.2)
    childprocess (5.0.0)
    climate_control (1.2.0)
-    concurrent-ruby (1.2.3)
+    concurrent-ruby (1.3.3)
    connection_pool (2.4.1)
    crack (1.0.0)
      bigdecimal
@@ -187,7 +178,7 @@ GEM
    erubi (1.12.0)
    et-orbi (1.2.11)
      tzinfo
-    faraday (2.9.0)
+    faraday (2.9.1)
      faraday-net_http (>= 2.0, < 3.2)
    faraday-net_http (3.1.0)
      net-http
@@ -199,7 +190,7 @@ GEM
      raabro (~> 1.4)
    globalid (1.2.1)
      activesupport (>= 6.1)
-    good_job (3.28.3)
+    good_job (3.29.3)
      activejob (>= 6.0.0)
      activerecord (>= 6.0.0)
      concurrent-ruby (>= 1.0.2)
@@ -249,6 +240,7 @@ GEM
    listen (3.9.0)
      rb-fsevent (~> 0.10, >= 0.10.3)
      rb-inotify (~> 0.9, >= 0.9.10)
+    logger (1.6.0)
    loofah (2.22.0)
      crass (~> 1.0.2)
      nokogiri (>= 1.12.0)
@@ -261,13 +253,13 @@ GEM
    matrix (0.4.2)
    mini_magick (4.12.0)
    mini_mime (1.1.5)
-    minitest (5.23.0)
+    minitest (5.23.1)
    mocha (2.3.0)
      ruby2_keywords (>= 0.0.5)
    msgpack (1.7.2)
    net-http (0.4.1)
      uri
-    net-imap (0.4.11)
+    net-imap (0.4.12)
      date
      net-protocol
    net-pop (0.1.2)
@@ -293,14 +285,14 @@ GEM
      base64
      faraday (>= 1, < 3)
      sawyer (~> 0.9)
-    pagy (8.4.0)
+    pagy (8.4.4)
    parallel (1.24.0)
    parser (3.3.1.0)
      ast (~> 2.4.1)
      racc
    pg (1.5.6)
-    prism (0.27.0)
-    propshaft (0.8.0)
+    prism (0.29.0)
+    propshaft (0.9.0)
      actionpack (>= 7.0.0)
      activesupport (>= 7.0.0)
      rack
@@ -338,10 +330,10 @@ GEM
    rb-fsevent (0.11.2)
    rb-inotify (0.10.1)
      ffi (~> 1.0)
-    rdoc (6.6.3.1)
+    rdoc (6.7.0)
      psych (>= 4.0.0)
    regexp_parser (2.9.2)
-    reline (0.5.7)
+    reline (0.5.8)
      io-console (~> 0.5)
    rexml (3.2.8)
      strscan (>= 3.0.9)
@@ -374,13 +366,12 @@ GEM
      rubocop-minitest
      rubocop-performance
      rubocop-rails
-    ruby-lsp (0.16.6)
+    ruby-lsp (0.17.1)
      language_server-protocol (~> 3.17.0)
-      prism (>= 0.23.0, < 0.28)
+      prism (>= 0.29.0, < 0.30)
      sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.6)
-      ruby-lsp (>= 0.16.5, < 0.17.0)
-      sorbet-runtime (>= 0.5.9897)
+    ruby-lsp-rails (0.3.7)
+      ruby-lsp (>= 0.17.0, < 0.18.0)
    ruby-progressbar (1.13.0)
    ruby-vips (2.2.1)
      ffi (~> 1.12)
@@ -407,23 +398,23 @@ GEM
    simplecov-html (0.12.3)
    simplecov_json_formatter (0.1.4)
    smart_properties (1.17.0)
-    sorbet-runtime (0.5.11383)
+    sorbet-runtime (0.5.11406)
    stackprof (0.2.26)
    stimulus-rails (1.3.3)
      railties (>= 6.0.0)
    stringio (3.1.0)
    strscan (3.1.0)
-    tailwindcss-rails (2.6.0)
+    tailwindcss-rails (2.6.1)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-aarch64-linux)
+    tailwindcss-rails (2.6.1-aarch64-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-arm-linux)
+    tailwindcss-rails (2.6.1-arm-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-arm64-darwin)
+    tailwindcss-rails (2.6.1-arm64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-x86_64-darwin)
+    tailwindcss-rails (2.6.1-x86_64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-x86_64-linux)
+    tailwindcss-rails (2.6.1-x86_64-linux)
      railties (>= 7.0.0)
    terminal-table (3.0.2)
      unicode-display_width (>= 1.1.1, < 3)
@@ -444,7 +435,7 @@ GEM
      activemodel (>= 6.0.0)
      bindex (>= 0.4.0)
      railties (>= 6.0.0)
-    webmock (3.23.0)
+    webmock (3.23.1)
      addressable (>= 2.8.0)
      crack (>= 0.3.2)
      hashdiff (>= 0.4.0, < 2.0.0)
@@ -455,7 +446,7 @@ GEM
    websocket-extensions (0.1.5)
    xpath (3.2.0)
      nokogiri (~> 1.8)
-    zeitwerk (2.6.14)
+    zeitwerk (2.6.15)

 PLATFORMS
  aarch64-linux
@@ -494,7 +485,6 @@ DEPENDENCIES
  puma (>= 5.0)
  rails!
  rails-settings-cached
-  ransack!
  rubocop-rails-omakase
  ruby-lsp-rails
  selenium-webdriver
--- a/README.md
+++ b/README.md
@@ -35,6 +35,11 @@ There are 3 primary ways to use the Maybe app:

 ## Local Development Setup

+**If you are trying to _self-host_ the Maybe app, stop here. You
+should [read this guide to get started](docs/hosting/docker.md).**
+
+The instructions below are for developers to get started with contributing to the app.
+
 ### Requirements

 - Ruby 3.3.1
--- a/app/assets/stylesheets/application.tailwind.css
+++ b/app/assets/stylesheets/application.tailwind.css
@@ -10,40 +10,18 @@
 }

@layer components {
-  .prose {
-    table {
-      @apply divide-y divide-gray-300;
-    }
-
-    tr {
-      @apply divide-x divide-gray-100;
-    }
-
-    th {
-      @apply whitespace-nowrap px-2 py-3.5 text-left text-sm font-semibold text-gray-900;
-    }
-
-    tbody {
-      @apply divide-y divide-gray-200;
-    }
-
-    td {
-      @apply px-2 py-2 text-sm text-gray-500 whitespace-nowrap;
-    }
-  }
-
  .form-field {
-    @apply relative border border-alpha-black-100 bg-white rounded-md shadow-xs;
-    @apply focus-within:shadow-none focus-within:border-gray-900 focus-within:ring-4 focus-within:ring-gray-100;
+    @apply relative rounded-md border bg-white border-alpha-black-100 shadow-xs;
+    @apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
  }

  .form-field__label {
-    @apply px-3 pt-2 pb-0 block text-xs text-gray-500;
+    @apply block px-3 pt-2 pb-0 text-xs text-gray-500;
  }

  .form-field__input {
-    @apply px-3 pb-2 pt-1 text-sm w-full bg-transparent border-none opacity-100;
-    @apply focus:outline-none focus:ring-0 focus:opacity-100;
+    @apply w-full border-none bg-transparent px-3 pt-1 pb-2 text-sm opacity-100;
+    @apply focus:opacity-100 focus:outline-none focus:ring-0;
    @apply placeholder-shown:opacity-50;
    @apply disabled:opacity-50;
  }
@@ -53,12 +31,48 @@
  }

  .form-field__submit {
-    @apply w-full p-3 text-center text-white bg-black rounded-lg cursor-pointer hover:bg-gray-700;
+    @apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
  }

  input:checked + label + .toggle-switch-dot {
    transform: translateX(100%);
  }
+
+  [type='checkbox'].maybe-checkbox {
+    @apply rounded-sm;
+  }
+
+  [type='checkbox'].maybe-checkbox--light {
+    @apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
+  }
+
+  [type='checkbox'].maybe-checkbox--dark {
+    @apply ring-gray-900 checked:text-white;
+  }
+
+  [type='checkbox'].maybe-checkbox--dark:checked {
+    background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
+  }
+
+  .maybe-switch {
+    @apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
+    @apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
+    @apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
+  }
+
+  .prose--github-release-notes {
+    .octicon {
+      @apply inline-block overflow-visible align-text-bottom fill-current;
+    }
+
+    .dropdown-caret {
+      @apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
+    }
+
+    .user-mention {
+      @apply font-bold;
+    }
+  }
 }

 /* Small, single purpose classes that should take precedence over other styles */
--- a/app/controllers/accounts_controller.rb
+++ b/app/controllers/accounts_controller.rb
@@ -2,10 +2,12 @@ class AccountsController < ApplicationController
  layout "with_sidebar"

  include Filterable
-  before_action :set_account, only: %i[ show update destroy sync ]
+  before_action :set_account, only: %i[ edit show destroy sync update ]
+  after_action :sync_account, only: :create

  def index
-    @accounts = Current.family.accounts
+    @institutions = Current.family.institutions
+    @accounts = Current.family.accounts.ungrouped.alphabetically
  end

  def summary
@@ -25,6 +27,10 @@ class AccountsController < ApplicationController
      balance: nil,
      accountable: Accountable.from_type(params[:type])&.new
    )
+
+    if params[:institution_id]
+      @account.institution = Current.family.institutions.find_by(id: params[:institution_id])
+    end
  end

  def show
@@ -36,36 +42,19 @@ class AccountsController < ApplicationController
  end

  def update
-    if @account.update(account_params.except(:accountable_type))
-
-      @account.sync_later if account_params[:is_active] == "1" && @account.can_sync?
-
-      respond_to do |format|
-        format.html { redirect_to accounts_path, notice: t(".success") }
-        format.turbo_stream do
-          render turbo_stream: [
-            turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: t(".success") } }),
-            turbo_stream.replace("account_#{@account.id}", partial: "accounts/account", locals: { account: @account })
-          ]
-        end
-      end
-    else
-      render "show", status: :unprocessable_entity
-    end
+    @account.update! account_params.except(:accountable_type)
+    redirect_back_or_to account_path(@account), notice: t(".success")
  end

  def create
-    @account = Current.family.accounts.build(account_params.except(:accountable_type, :start_date))
-    @account.accountable = Accountable.from_type(account_params[:accountable_type])&.new
+    @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]

-    if @account.save
-      @valuation = @account.valuations.new(date: account_params[:start_date] || Date.today, value: @account.balance, currency: @account.currency)
-      @valuation.save!
-
-      redirect_to accounts_path, notice: t(".success")
-    else
-      render "new", status: :unprocessable_entity
-    end
+    redirect_back_or_to account_path(@account), notice: t(".success")
  end

  def destroy
@@ -74,22 +63,11 @@ class AccountsController < ApplicationController
  end

  def sync
-    if @account.can_sync?
+    unless @account.syncing?
      @account.sync_later
-      respond_to do |format|
-        format.html { redirect_to account_path(@account), notice: t(".success") }
-        format.turbo_stream do
-          render turbo_stream: turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: t(".success") } })
-        end
-      end
-    else
-      respond_to do |format|
-        format.html { redirect_to account_path(@account), notice: t(".cannot_sync") }
-        format.turbo_stream do
-          render turbo_stream: turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "error", content: { body: t(".cannot_sync") } })
-        end
-      end
    end
+
+    redirect_to account_path(@account), notice: t(".success")
  end

  private
@@ -99,6 +77,10 @@ class AccountsController < ApplicationController
    end

    def account_params
-      params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :currency, :subtype, :is_active)
+      params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
+    end
+
+    def sync_account
+      @account.sync_later
    end
 end
--- a/app/controllers/application_controller.rb
+++ b/app/controllers/application_controller.rb
@@ -2,20 +2,8 @@ class ApplicationController < ActionController::Base
  include Authentication, Invitable, SelfHostable
  include Pagy::Backend

-  before_action :sync_accounts
-
  default_form_builder ApplicationFormBuilder

  # Only allow modern browsers supporting webp images, web push, badges, import maps, CSS nesting, and CSS :has.
  allow_browser versions: :modern
-
-  private
-
-  def sync_accounts
-    return if Current.user.blank?
-
-    if Current.user.last_login_at.nil? || Current.user.last_login_at.before?(Date.current.beginning_of_day)
-      Current.family.sync_accounts
-    end
-  end
 end
--- a/app/controllers/imports_controller.rb
+++ b/app/controllers/imports_controller.rb
@@ -9,7 +9,8 @@ class ImportsController < ApplicationController
  end

  def new
-    @import = Import.new
+    account = Current.family.accounts.find_by(id: params[:account_id])
+    @import = Import.new account: account
  end

  def edit
--- a/app/controllers/institutions_controller.rb
+++ b/app/controllers/institutions_controller.rb
@@ -0,0 +1,35 @@
+class InstitutionsController < ApplicationController
+  before_action :set_institution, except: %i[ new create ]
+
+  def new
+    @institution = Institution.new
+  end
+
+  def create
+    Current.family.institutions.create!(institution_params)
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  def edit
+  end
+
+  def update
+    @institution.update!(institution_params)
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  def destroy
+    @institution.destroy!
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  private
+
+    def institution_params
+      params.require(:institution).permit(:name, :logo)
+    end
+
+    def set_institution
+      @institution = Current.family.institutions.find(params[:id])
+    end
+end
--- a/app/controllers/pages_controller.rb
+++ b/app/controllers/pages_controller.rb
@@ -31,6 +31,7 @@ class PagesController < ApplicationController
  end

  def changelog
+    @releases_notes = Provider::Github.new.fetch_latest_releases_notes
  end

  def feedback
--- a/app/controllers/settings/hostings_controller.rb
+++ b/app/controllers/settings/hostings_controller.rb
@@ -47,7 +47,7 @@ class Settings::HostingsController < SettingsController
        end
      end

-      if hosting_params[:upgrades_mode] != "manual" && hosting_params[:render_deploy_hook].blank?
+      if hosting_params[:upgrades_mode] == "auto" && hosting_params[:render_deploy_hook].blank?
        @errors.add(:render_deploy_hook, t("settings.hostings.update.render_deploy_hook_error"))
      end

--- a/app/controllers/transactions/merchants_controller.rb
+++ b/app/controllers/transactions/merchants_controller.rb
@@ -4,7 +4,7 @@ class Transactions::MerchantsController < ApplicationController
  before_action :set_merchant, only: %i[ edit update destroy ]

  def index
-    @merchants = Current.family.transaction_merchants
+    @merchants = Current.family.transaction_merchants.alphabetically
  end

  def new
--- a/app/controllers/transactions/rows_controller.rb
+++ b/app/controllers/transactions/rows_controller.rb
@@ -0,0 +1,22 @@
+class Transactions::RowsController < ApplicationController
+  before_action :set_transaction, only: %i[ show update ]
+
+  def show
+  end
+
+  def update
+    @transaction.update! transaction_params
+
+    redirect_to transaction_row_path(@transaction)
+  end
+
+  private
+
+    def transaction_params
+      params.require(:transaction).permit(:category_id)
+    end
+
+    def set_transaction
+      @transaction = Current.family.transactions.find(params[:id])
+    end
+end
--- a/app/controllers/transactions_controller.rb
+++ b/app/controllers/transactions_controller.rb
@@ -4,56 +4,15 @@ class TransactionsController < ApplicationController
  before_action :set_transaction, only: %i[ show edit update destroy ]

  def index
-    search_params = session[ransack_session_key] || params[:q]
-    @q = Current.family.transactions.ransack(search_params)
-    result = @q.result.order(date: :desc)
-    @pagy, @transactions = pagy(result, items: 10)
+    @q = search_params
+    result = Current.family.transactions.search(@q).ordered
+    @pagy, @transactions = pagy(result, items: 50)
+
    @totals = {
      count: result.count,
      income: result.inflows.sum(&:amount_money).abs,
      expense: result.outflows.sum(&:amount_money).abs
    }
-    @filter_list = Transaction.build_filter_list(search_params, Current.family)
-
-    respond_to do |format|
-      format.html
-      format.turbo_stream
-    end
-  end
-
-  def search
-    if params[:clear]
-      session.delete(ransack_session_key)
-    elsif params[:remove_param]
-      current_params = session[ransack_session_key] || {}
-      if params[:remove_param] == "date_range"
-        updated_params = current_params.except("date_gteq", "date_lteq")
-      elsif params[:remove_param_value]
-        key_to_remove = params[:remove_param]
-        value_to_remove = params[:remove_param_value]
-        updated_params = current_params.deep_dup
-        updated_params[key_to_remove] = updated_params[key_to_remove] - [ value_to_remove ]
-      else
-        updated_params = current_params.except(params[:remove_param])
-      end
-      session[ransack_session_key] = updated_params
-    elsif params[:q]
-      session[ransack_session_key] = params[:q]
-    end
-
-    index
-
-    respond_to do |format|
-      format.html { render :index }
-      format.turbo_stream do
-        render turbo_stream: [
-          turbo_stream.replace("transactions_summary", partial: "transactions/summary", locals: { totals: @totals }),
-          turbo_stream.replace("transactions_search_form", partial: "transactions/search_form", locals: { q: @q }),
-          turbo_stream.replace("transactions_filters", partial: "transactions/filters", locals: { filters: @filter_list }),
-          turbo_stream.replace("transactions_list", partial: "transactions/list", locals: { transactions: @transactions, pagy: @pagy })
-        ]
-      end
-    end
  end

  def show
@@ -75,80 +34,46 @@ class TransactionsController < ApplicationController
                     .find(params[:transaction][:account_id])
                     .transactions.build(transaction_params.merge(amount: amount))

-    respond_to do |format|
-      if @transaction.save
-        @transaction.account.sync_later(@transaction.date)
-        format.html { redirect_to transactions_url, notice: t(".success") }
-      else
-        format.html { render :new, status: :unprocessable_entity }
-      end
-    end
+    @transaction.save!
+    @transaction.sync_account_later
+    redirect_to transactions_url, notice: t(".success")
  end

  def update
-    respond_to do |format|
-      sync_start_date = if transaction_params[:date]
-                          [ @transaction.date, Date.parse(transaction_params[:date]) ].compact.min
-      else
-        @transaction.date
-      end
+    @transaction.update! transaction_params
+    @transaction.sync_account_later

-      if params[:transaction][:tag_id].present?
-        tag = Current.family.tags.find(params[:transaction][:tag_id])
-        @transaction.tags << tag unless @transaction.tags.include?(tag)
-      end
-
-      if params[:transaction][:remove_tag_id].present?
-        @transaction.tags.delete(params[:transaction][:remove_tag_id])
-      end
-
-      if @transaction.update(transaction_params)
-        @transaction.account.sync_later(sync_start_date)
-
-        format.html { redirect_to transaction_url(@transaction), notice: t(".success") }
-        format.turbo_stream do
-          render turbo_stream: [
-            turbo_stream.append("notification-tray", partial: "shared/notification", locals: { type: "success", content: { body: t(".success") } }),
-            turbo_stream.replace("transaction_#{@transaction.id}", partial: "transactions/transaction", locals: { transaction: @transaction })
-          ]
-        end
-      else
-        format.html { render :edit, status: :unprocessable_entity }
-      end
-    end
+    redirect_to transaction_url(@transaction), notice: t(".success")
  end

  def destroy
-    @account = @transaction.account
-    sync_start_date = @account.transactions.where("date < ?", @transaction.date).order(date: :desc).first&.date
    @transaction.destroy!
-    @account.sync_later(sync_start_date)
+    @transaction.sync_account_later
+    redirect_to transactions_url, notice: t(".success")
+  end

-    respond_to do |format|
-      format.html { redirect_to transactions_url, notice: t(".success") }
+  def bulk_delete
+    destroyed = Current.family.transactions.destroy_by(id: bulk_delete_params[:transaction_ids])
+    redirect_to transactions_url, notice: t(".success", count: destroyed.count)
+  end
+
+  def bulk_edit
+  end
+
+  def bulk_update
+    transactions = Current.family.transactions.where(id: bulk_update_params[:transaction_ids])
+    if transactions.update_all(bulk_update_params.except(:transaction_ids).to_h.compact_blank!)
+      redirect_to transactions_url, notice: t(".success", count: transactions.count)
+    else
+      flash.now[:error] = t(".failure")
+      render :index, status: :unprocessable_entity
    end
  end

  private

-    def delete_search_param(params, key, value: nil)
-      if value
-        params[key]&.delete(value)
-        params.delete(key) if params[key].empty? # Remove key if it's empty after deleting value
-      else
-        params.delete(key)
-      end
-
-      params
-    end
-
-    def ransack_session_key
-      :ransack_transactions_q
-    end
-
-    # Use callbacks to share common setup or constraints between actions.
    def set_transaction
-      @transaction = Transaction.find(params[:id])
+      @transaction = Current.family.transactions.find(params[:id])
    end

    def amount
@@ -163,7 +88,19 @@ class TransactionsController < ApplicationController
      params[:transaction][:nature].to_s.inquiry
    end

+    def bulk_delete_params
+      params.require(:bulk_delete).permit(transaction_ids: [])
+    end
+
+    def bulk_update_params
+      params.require(:bulk_update).permit(:date, :notes, :excluded, :category_id, :merchant_id, transaction_ids: [])
+    end
+
+    def search_params
+      params.fetch(:q, {}).permit(:start_date, :end_date, :search, accounts: [], account_ids: [], categories: [], merchants: [])
+    end
+
    def transaction_params
-      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id, :tag_id, :remove_tag_id).except(:tag_id, :remove_tag_id)
+      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id, tag_ids: [])
    end
 end
--- a/app/helpers/application_form_builder.rb
+++ b/app/helpers/application_form_builder.rb
@@ -39,6 +39,8 @@ class ApplicationFormBuilder < ActionView::Helpers::FormBuilder
      value: money&.amount,
      "data-money-field-target" => "amount",
      placeholder: Money.new(0, currency).format,
+      min: -99999999999999,
+      max: 99999999999999,
      step: currency.step
    }

--- a/app/helpers/application_helper.rb
+++ b/app/helpers/application_helper.rb
@@ -20,23 +20,37 @@ module ApplicationHelper
    render partial: "shared/notification", locals: { type: options[:type], content: { body: content } }
  end

-  # Wrap view with <%= modal do %> ... <% end %> to have it open in a modal
-  # Make sure to add data-turbo-frame="modal" to the link/button that opens the modal
+  ##
+  # Helper to open a centered and overlayed modal with custom contents
+  #
+  # @example Basic usage
+  #   <%= modal classes: "custom-class" do %>
+  #     <div>Content here</div>
+  #   <% end %>
+  #
  def modal(options = {}, &block)
    content = capture &block
    render partial: "shared/modal", locals: { content:, classes: options[:classes] }
  end

+  ##
+  # Helper to open a drawer on the right side of the screen with custom contents
+  #
+  # @example Basic usage
+  #   <%= drawer do %>
+  #     <div>Content here</div>
+  #   <% end %>
+  #
+  def drawer(&block)
+    content = capture &block
+    render partial: "shared/drawer", locals: { content: content }
+  end
+
  def account_groups(period: nil)
    assets, liabilities = Current.family.accounts.by_group(currency: Current.family.currency, period: period || Period.last_30_days).values_at(:assets, :liabilities)
    [ assets.children, liabilities.children ].flatten
  end

-  def sidebar_modal(&block)
-    content = capture &block
-    render partial: "shared/sidebar_modal", locals: { content: content }
-  end
-
  def sidebar_link_to(name, path, options = {})
    is_current = current_page?(path) || (request.path.start_with?(path) && path != "/")

--- a/app/helpers/institutions_helper.rb
+++ b/app/helpers/institutions_helper.rb
@@ -0,0 +1,5 @@
+module InstitutionsHelper
+  def institution_logo(institution)
+    institution.logo.attached? ? institution.logo : institution.logo_url
+  end
+end
--- a/app/helpers/transactions/searches_helper.rb
+++ b/app/helpers/transactions/searches_helper.rb
@@ -0,0 +1,37 @@
+module Transactions::SearchesHelper
+  def transaction_search_filters
+    [
+      { key: "account_filter", name: "Account", icon: "layers" },
+      { key: "date_filter", name: "Date", icon: "calendar" },
+      { key: "type_filter", name: "Type", icon: "shapes" },
+      { key: "amount_filter", name: "Amount", icon: "hash" },
+      { key: "category_filter", name: "Category", icon: "tag" },
+      { key: "merchant_filter", name: "Merchant", icon: "store" }
+    ]
+  end
+
+  def get_transaction_search_filter_partial_path(filter)
+    "transactions/searches/filters/#{filter[:key]}"
+  end
+
+  def get_default_transaction_search_filter
+    transaction_search_filters[0]
+  end
+
+  def transactions_path_without_param(param_key, param_value)
+    updated_params = request.query_parameters.deep_dup
+
+    q_params = updated_params[:q] || {}
+
+    current_value = q_params[param_key]
+    if current_value.is_a?(Array)
+      q_params[param_key] = current_value - [ param_value ]
+    else
+      q_params.delete(param_key)
+    end
+
+    updated_params[:q] = q_params
+
+    transactions_path(updated_params)
+  end
+end
--- a/app/helpers/transactions_helper.rb
+++ b/app/helpers/transactions_helper.rb
@@ -1,24 +1,20 @@
 module TransactionsHelper
-  def transaction_filters
-    [
-      { name: "Account", partial: "account_filter", icon: "layers" },
-      { name: "Date", partial: "date_filter", icon: "calendar" },
-      { name: "Type", partial: "type_filter", icon: "shapes" },
-      { name: "Amount", partial: "amount_filter", icon: "hash" },
-      { name: "Category", partial: "category_filter", icon: "tag" },
-      { name: "Merchant", partial: "merchant_filter", icon: "store" }
-    ]
-  end
+  def transactions_group(date, transactions, transaction_partial_path = "transactions/transaction")
+    header_left = content_tag :span do
+      "#{date.strftime('%b %d, %Y')} · #{transactions.size}".html_safe
+    end

-  def transaction_filter_id(filter)
-    "txn-#{filter[:name].downcase}-filter"
-  end
+    header_right = content_tag :span do
+      format_money(-transactions.sum(&:amount_money))
+    end

-  def transaction_filter_by_name(name)
-    transaction_filters.find { |filter| filter[:name] == name }
-  end
+    header = header_left.concat(header_right)

-  def full_width_transaction_row?(route)
-    route != "/"
+    content = render partial: transaction_partial_path, collection: transactions
+
+    render partial: "shared/list_group", locals: {
+      header: header,
+      content: content
+    }
  end
 end
--- a/app/javascript/controllers/bulk_select_controller.js
+++ b/app/javascript/controllers/bulk_select_controller.js
@@ -0,0 +1,126 @@
+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: []}
+  }
+
+  connect() {
+    document.addEventListener("turbo:load", this.#updateView)
+
+    this.#updateView()
+  }
+
+  disconnect() {
+    document.removeEventListener("turbo:load", this.#updateView)
+  }
+
+  bulkEditDrawerTitleTargetConnected(element) {
+    element.innerText = `Edit ${this.selectedIdsValue.length} ${this.#pluralizedResourceName()}`
+  }
+
+  submitBulkRequest(e) {
+    const form = e.target.closest("form");
+    const scope = e.params.scope
+    this.#addHiddenFormInputsForSelectedIds(form, `${scope}[transaction_ids][]`, this.selectedIdsValue)
+    form.requestSubmit()
+  }
+
+  togglePageSelection(e) {
+    if (e.target.checked) {
+      this.#selectAll()
+    } else {
+      this.deselectAll()
+    }
+  }
+
+  toggleGroupSelection(e) {
+    const group = this.groupTargets.find(group => group.contains(e.target))
+
+    this.#rowsForGroup(group).forEach(row => {
+      if (e.target.checked) {
+        this.#addToSelection(row.dataset.id)
+      } else {
+        this.#removeFromSelection(row.dataset.id)
+      }
+    })
+  }
+
+  toggleRowSelection(e) {
+    if (e.target.checked) {
+      this.#addToSelection(e.target.dataset.id)
+    } else {
+      this.#removeFromSelection(e.target.dataset.id)
+    }
+  }
+
+  deselectAll() {
+    this.selectedIdsValue = []
+  }
+
+  selectedIdsValueChanged() {
+    this.#updateView()
+  }
+
+  #addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
+    transactionIds.forEach(id => {
+      const input = document.createElement("input");
+      input.type = 'hidden'
+      input.name = paramName
+      input.value = id
+      form.appendChild(input)
+    })
+  }
+
+  #rowsForGroup(group) {
+    return this.rowTargets.filter(row => group.contains(row))
+  }
+
+  #addToSelection(idToAdd) {
+    this.selectedIdsValue = Array.from(
+      new Set([...this.selectedIdsValue, idToAdd])
+    )
+  }
+
+  #removeFromSelection(idToRemove) {
+    this.selectedIdsValue = this.selectedIdsValue.filter(id => id !== idToRemove)
+  }
+
+  #selectAll() {
+    this.selectedIdsValue = this.rowTargets.map(t => t.dataset.id)
+  }
+
+  #updateView = () => {
+    this.#updateSelectionBar()
+    this.#updateGroups()
+    this.#updateRows()
+  }
+
+  #updateSelectionBar() {
+    const count = this.selectedIdsValue.length
+    this.selectionBarTextTarget.innerText = `${count} ${this.#pluralizedResourceName()} selected`
+    this.selectionBarTarget.hidden = count === 0
+    this.selectionBarTarget.querySelector("input[type='checkbox']").checked = count > 0
+  }
+
+  #pluralizedResourceName() {
+    return `${this.resourceValue}${this.selectedIdsValue.length === 1 ? "" : "s"}`
+  }
+
+  #updateGroups() {
+    this.groupTargets.forEach(group => {
+      const rows = this.rowTargets.filter(row => group.contains(row))
+      const groupSelected = rows.every(row => this.selectedIdsValue.includes(row.dataset.id))
+      group.querySelector("input[type='checkbox']").checked = groupSelected
+    })
+  }
+
+  #updateRows() {
+    this.rowTargets.forEach(row => {
+      row.checked = this.selectedIdsValue.includes(row.dataset.id)
+    })
+  }
+}
--- a/app/javascript/controllers/profile_image_preview_controller.js
+++ b/app/javascript/controllers/profile_image_preview_controller.js
@@ -8,7 +8,7 @@ export default class extends Controller {
    if (file) {
      const reader = new FileReader();
      reader.onload = (e) => {
-        this.imagePreviewTarget.innerHTML = `<img src="${e.target.result}" alt="Preview" class="w-24 h-24 rounded-full object-cover" />`;
+        this.imagePreviewTarget.innerHTML = `<img src="${e.target.result}" alt="Preview" class="w-full h-full rounded-full object-cover" />`;
        this.templateTarget.classList.add("hidden");
        this.clearBtnTarget.classList.remove("hidden");
      };
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -2,10 +2,12 @@ class Account < ApplicationRecord
  include Syncable
  include Monetizable

+  broadcasts_refreshes
+
  validates :family, presence: true

-  broadcasts_refreshes
  belongs_to :family
+  belongs_to :institution, optional: true
  has_many :balances, dependent: :destroy
  has_many :valuations, dependent: :destroy
  has_many :transactions, dependent: :destroy
@@ -19,13 +21,10 @@ class Account < ApplicationRecord
  scope :assets, -> { where(classification: "asset") }
  scope :liabilities, -> { where(classification: "liability") }
  scope :alphabetically, -> { order(:name) }
+  scope :ungrouped, -> { where(institution_id: nil) }

  delegated_type :accountable, types: Accountable::TYPES, dependent: :destroy

-  def self.ransackable_attributes(auth_object = nil)
-    %w[name id]
-  end
-
  def balance_on(date)
    balances.where("date <= ?", date).order(date: :desc).first&.balance
  end
@@ -84,4 +83,20 @@ class Account < ApplicationRecord

    grouped_accounts
  end
+
+  def self.create_with_optional_start_balance!(attributes:, start_date: nil, start_balance: nil)
+    account = self.new(attributes.except(:accountable_type))
+    account.accountable = Accountable.from_type(attributes[:accountable_type])&.new
+
+    # Always build the initial valuation
+    account.valuations.build(date: Date.current, value: attributes[:balance], currency: account.currency)
+
+    # Conditionally build the optional start valuation
+    if start_date.present? && start_balance.present?
+      account.valuations.build(date: start_date, value: start_balance, currency: account.currency)
+    end
+
+    account.save!
+    account
+  end
 end
--- a/app/models/account/balance/calculator.rb
+++ b/app/models/account/balance/calculator.rb
@@ -1,11 +1,10 @@
 class Account::Balance::Calculator
    attr_reader :daily_balances, :errors, :warnings

-    @daily_balances = []
-    @errors = []
-    @warnings = []
-
    def initialize(account, options = {})
+      @daily_balances = []
+      @errors = []
+      @warnings = []
      @account = account
      @calc_start_date = [ options[:calc_start_date], @account.effective_start_date ].compact.max
    end
@@ -43,34 +42,50 @@ class Account::Balance::Calculator

    private
      def convert_balances_to_family_currency
-        rates = ExchangeRate.get_rate_series(
+        rates = ExchangeRate.get_rates(
          @account.currency,
          @account.family.currency,
          @calc_start_date..Date.current
        ).to_a

-        @daily_balances.map do |balance|
-          rate = rates.find { |rate| rate.date == balance[:date] }
-          raise "Rate for #{@account.currency} to #{@account.family.currency} on #{balance[:date]} not found" if rate.nil?
-          converted_balance = balance[:balance] * rate.rate
+        # Abort conversion if some required rates are missing
+        if rates.length != @daily_balances.length
+          @errors << :sync_message_missing_rates
+          return []
+        end
+
+        @daily_balances.map.with_index do |balance, index|
+          converted_balance = balance[:balance] * rates[index].rate
          { date: balance[:date], balance: converted_balance, currency: @account.family.currency, updated_at: Time.current }
        end
      end

      # For calculation, all transactions and valuations need to be normalized to the same currency (the account's primary currency)
      def normalize_entries_to_account_currency(entries, value_key)
-        entries.map do |entry|
-          currency = entry.currency
-          date = entry.date
-          value = entry.send(value_key)
+        grouped_entries = entries.group_by(&:currency)
+        normalized_entries = []

+        grouped_entries.each do |currency, entries|
          if currency != @account.currency
-            value = ExchangeRate.convert(value:, from: currency, to: @account.currency, date:)
-            currency = @account.currency
+            dates = entries.map(&:date).uniq
+            rates = ExchangeRate.get_rates(currency, @account.currency, dates).to_a
+            if rates.length != dates.length
+              @errors << :sync_message_missing_rates
+            else
+              entries.each do |entry|
+                ## There can be several entries on the same date so we cannot rely on indeces
+                rate = rates.find { |rate| rate.date == entry.date }
+                value = entry.send(value_key)
+                value *= rate.rate
+                normalized_entries << entry.attributes.merge(value_key.to_s => value, "currency" => currency)
+              end
+            end
+          else
+            normalized_entries.concat(entries)
          end
-
-          entry.attributes.merge(value_key.to_s => value, "currency" => currency)
        end
+
+        normalized_entries
      end

      def normalized_valuations
@@ -92,8 +107,8 @@ class Account::Balance::Calculator
          return @account.balance_on(@calc_start_date)
        end

-        oldest_valuation_date = normalized_valuations.first&.dig("date")
-        oldest_transaction_date = normalized_transactions.first&.dig("date")
+        oldest_valuation_date = normalized_valuations.first&.date
+        oldest_transaction_date = normalized_transactions.first&.date
        oldest_entry_date = [ oldest_valuation_date, oldest_transaction_date ].compact.min

        if oldest_entry_date.present? && oldest_entry_date == oldest_valuation_date
--- a/app/models/account/syncable.rb
+++ b/app/models/account/syncable.rb
@@ -18,10 +18,10 @@ module Account::Syncable
    self.balances.where("date < ?", effective_start_date).delete_all
    new_balance = calculator.daily_balances.select { |b| b[:currency] == self.currency }.last[:balance]

-    update!(status: "ok", last_sync_date: Date.today, balance: new_balance)
+    update!(status: "ok", last_sync_date: Date.today, balance: new_balance, sync_errors: calculator.errors, sync_warnings: calculator.warnings)
  rescue => e
-    update!(status: "error")
-    Rails.logger.error("Failed to sync account #{id}: #{e.message}")
+    update!(status: "error", sync_errors: [ :sync_message_unknown_error ])
+    logger.error("Failed to sync account #{id}: #{e.message}")
  end

  def can_sync?
@@ -77,8 +77,7 @@ module Account::Syncable
      next if existing_rates_set.include?([ rc_from, rc_to, rc_date.to_s ])

      logger.info "Fetching exchange rate from provider for account #{self.name}: #{self.id} (#{rc_from} to #{rc_to} on #{rc_date})"
-      rate = ExchangeRate.find_rate_or_fetch from: rc_from, to: rc_to, date: rc_date
-      ExchangeRate.create! base_currency: rc_from, converted_currency: rc_to, date: rc_date, rate: rate if rate
+      ExchangeRate.find_rate_or_fetch from: rc_from, to: rc_to, date: rc_date
    end

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

    def find_rate_or_fetch(from:, to:, date:)
-      find_rate(from:, to:, date:) || fetch_rate_from_provider(from:, to:, date:).tap(&:save!)
+      find_rate(from:, to:, date:) || fetch_rate_from_provider(from:, to:, date:)&.tap(&:save!)
    end

-    def get_rate_series(from, to, date_range)
-      where(base_currency: from, converted_currency: to, date: date_range).order(:date)
+    def get_rates(from, to, dates)
+      where(base_currency: from, converted_currency: to, date: dates).order(:date)
    end

    def convert(value:, from:, to:, date:)
--- a/app/models/exchange_rate/provided.rb
+++ b/app/models/exchange_rate/provided.rb
@@ -5,6 +5,8 @@ module ExchangeRate::Provided
  class_methods do
    private
      def fetch_rate_from_provider(from:, to:, date:)
+        return nil unless exchange_rates_provider.configured?
+
        response = exchange_rates_provider.fetch_exchange_rate \
          from: Money::Currency.new(from).iso_code,
          to: Money::Currency.new(to).iso_code,
--- a/app/models/family.rb
+++ b/app/models/family.rb
@@ -2,6 +2,7 @@ class Family < ApplicationRecord
  has_many :users, dependent: :destroy
  has_many :tags, dependent: :destroy
  has_many :accounts, dependent: :destroy
+  has_many :institutions, dependent: :destroy
  has_many :transactions, through: :accounts
  has_many :imports, through: :accounts
  has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
--- a/app/models/import.rb
+++ b/app/models/import.rb
@@ -56,6 +56,8 @@ class Import < ApplicationRecord
      end
    end

+    self.account.sync
+
    update!(status: "complete")
  rescue => e
    update!(status: "failed")
@@ -146,15 +148,18 @@ class Import < ApplicationRecord

      name_field = Import::Field.new \
        key: "name",
-        label: "Name"
+        label: "Name",
+        is_optional: true

      category_field = Import::Field.new \
        key: "category",
-        label: "Category"
+        label: "Category",
+        is_optional: true

      tags_field = Import::Field.new \
        key: "tags",
-        label: "Tags"
+        label: "Tags",
+        is_optional: true

      amount_field = Import::Field.new \
        key: "amount",
--- a/app/models/import/field.rb
+++ b/app/models/import/field.rb
@@ -15,12 +15,17 @@ class Import::Field

  attr_reader :key, :label, :validator

-  def initialize(key:, label:, validator: nil)
+  def initialize(key:, label:, is_optional: false, validator: nil)
    @key = key.to_s
    @label = label
+    @is_optional = is_optional
    @validator = validator
  end

+  def optional?
+    @is_optional
+  end
+
  def define_validator(validator = nil, &block)
    @validator = validator || block
  end
--- a/app/models/institution.rb
+++ b/app/models/institution.rb
@@ -0,0 +1,7 @@
+class Institution < ApplicationRecord
+  belongs_to :family
+  has_many :accounts, dependent: :nullify
+  has_one_attached :logo
+
+  scope :alphabetically, -> { order(name: :asc) }
+end
--- a/app/models/provider/github.rb
+++ b/app/models/provider/github.rb
@@ -40,6 +40,26 @@ class Provider::Github
    end
  end

+  def fetch_latest_releases_notes
+    begin
+      Rails.cache.fetch("latest_github_releases_notes", expires_in: 2.hours) do
+        releases = Octokit.releases(repo)
+        releases.map do |release|
+          {
+            avatar: release.author.avatar_url,
+            name: release.name,
+            published_at: release.published_at,
+            body: Octokit.markdown(release.body, mode: "gfm", context: repo)
+          }
+        end
+      end
+
+    rescue => e
+      Rails.logger.error "Failed to fetch latest GitHub releases notes: #{e.message}"
+      []
+    end
+  end
+
  private
    def repo
      "#{owner}/#{name}"
--- a/app/models/provider/synth.rb
+++ b/app/models/provider/synth.rb
@@ -5,6 +5,10 @@ class Provider::Synth
    @api_key = api_key || ENV["SYNTH_API_KEY"]
  end

+  def configured?
+    @api_key.present?
+  end
+
  def fetch_exchange_rate(from:, to:, date:)
    retrying Provider::Base.known_transient_errors do |on_last_attempt|
      response = Faraday.get("#{base_url}/rates/historical") do |req|
--- a/app/models/transaction.rb
+++ b/app/models/transaction.rb
@@ -1,20 +1,28 @@
 class Transaction < ApplicationRecord
  include Monetizable

+  monetize :amount
+
  belongs_to :account
  belongs_to :category, optional: true
  belongs_to :merchant, optional: true
-
  has_many :taggings, as: :taggable, dependent: :destroy
  has_many :tags, through: :taggings
+  accepts_nested_attributes_for :taggings, allow_destroy: true

  validates :name, :date, :amount, :account, presence: true

-  monetize :amount
-
+  scope :ordered, -> { order(date: :desc) }
+  scope :active, -> { where(excluded: false) }
  scope :inflows, -> { where("amount <= 0") }
  scope :outflows, -> { where("amount > 0") }
-  scope :active, -> { where(excluded: false) }
+  scope :by_name, ->(name) { where("transactions.name ILIKE ?", "%#{name}%") }
+  scope :with_categories, ->(categories) { joins(:category).where(transaction_categories: { name: categories }) }
+  scope :with_accounts, ->(accounts) { joins(:account).where(accounts: { name: accounts }) }
+  scope :with_account_ids, ->(account_ids) { joins(:account).where(accounts: { id: account_ids }) }
+  scope :with_merchants, ->(merchants) { joins(:merchant).where(transaction_merchants: { name: merchants }) }
+  scope :on_or_after_date, ->(date) { where("transactions.date >= ?", date) }
+  scope :on_or_before_date, ->(date) { where("transactions.date <= ?", date) }
  scope :with_converted_amount, ->(currency = Current.family.currency) {
    # Join with exchange rates to convert the amount to the given currency
    # If no rate is available, exclude the transaction from the results
@@ -26,79 +34,74 @@ class Transaction < ApplicationRecord
      .where("er.rate IS NOT NULL OR transactions.currency = ?", currency)
  }

-  def self.daily_totals(transactions, period: Period.last_30_days, currency: Current.family.currency)
-    # Sum spending and income for each day in the period with the given currency
-    select(
-      "gs.date",
-      "COALESCE(SUM(converted_amount) FILTER (WHERE converted_amount > 0), 0) AS spending",
-      "COALESCE(SUM(-converted_amount) FILTER (WHERE converted_amount < 0), 0) AS income"
-    )
-      .from(transactions.with_converted_amount(currency), :t)
-      .joins(sanitize_sql([ "RIGHT JOIN generate_series(?, ?, interval '1 day') AS gs(date) ON t.date = gs.date", period.date_range.first, period.date_range.last ]))
-      .group("gs.date")
+  def inflow?
+    amount <= 0
  end

-  def self.daily_rolling_totals(transactions, period: Period.last_30_days, currency: Current.family.currency)
-    # Extend the period to include the rolling window
-    period_with_rolling = period.extend_backward(period.date_range.count.days)
-
-    # Aggregate the rolling sum of spending and income based on daily totals
-    rolling_totals = from(daily_totals(transactions, period: period_with_rolling, currency: currency))
-      .select(
-        "*",
-        sanitize_sql_array([ "SUM(spending) OVER (ORDER BY date RANGE BETWEEN INTERVAL ? PRECEDING AND CURRENT ROW) as rolling_spend", "#{period.date_range.count} days" ]),
-        sanitize_sql_array([ "SUM(income) OVER (ORDER BY date RANGE BETWEEN INTERVAL ? PRECEDING AND CURRENT ROW) as rolling_income", "#{period.date_range.count} days" ])
-      )
-      .order("date")
-
-    # Trim the results to the original period
-    select("*").from(rolling_totals).where("date >= ?", period.date_range.first)
+  def outflow?
+    amount > 0
  end

-  def self.ransackable_attributes(auth_object = nil)
-    %w[name amount date]
-  end
-
-  def self.ransackable_associations(auth_object = nil)
-    %w[category merchant account]
-  end
-
-  def self.build_filter_list(params, family)
-    filters = []
-
-    date_filters = { gteq: nil, lteq: nil }
-
-    if params
-      params.each do |key, value|
-        next if value.blank?
-
-        case key
-        when "account_id_in"
-          value.each do |account_id|
-            filters << { type: "account", value: family.accounts.find(account_id), original: { key: key, value: account_id } }
-          end
-        when "category_id_in"
-          value.each do |category_id|
-            filters << { type: "category", value: family.transaction_categories.find(category_id), original: { key: key, value: category_id } }
-          end
-        when "merchant_id_in"
-          value.each do |merchant_id|
-            filters << { type: "merchant", value: family.transaction_merchants.find(merchant_id), original: { key: key, value: merchant_id } }
-          end
-        when "category_name_or_merchant_name_or_account_name_or_name_cont"
-          filters << { type: "search", value: value, original: { key: key, value: nil } }
-        when "date_gteq"
-          date_filters[:gteq] = value
-        when "date_lteq"
-          date_filters[:lteq] = value
-        end
-      end
-
-      unless date_filters.values.compact.empty?
-        filters << { type: "date_range", value: date_filters, original: { key: "date_range", value: nil } }
-      end
+  def sync_account_later
+    if destroyed?
+      sync_start_date = previous_transaction_date
+    else
+      sync_start_date = [ date_previously_was, date ].compact.min
    end

-    filters
+    account.sync_later(sync_start_date)
  end
+
+  class << self
+    def daily_totals(transactions, period: Period.last_30_days, currency: Current.family.currency)
+      # Sum spending and income for each day in the period with the given currency
+      select(
+        "gs.date",
+        "COALESCE(SUM(converted_amount) FILTER (WHERE converted_amount > 0), 0) AS spending",
+        "COALESCE(SUM(-converted_amount) FILTER (WHERE converted_amount < 0), 0) AS income"
+      )
+        .from(transactions.with_converted_amount(currency), :t)
+        .joins(sanitize_sql([ "RIGHT JOIN generate_series(?, ?, interval '1 day') AS gs(date) ON t.date = gs.date", period.date_range.first, period.date_range.last ]))
+        .group("gs.date")
+    end
+
+    def daily_rolling_totals(transactions, period: Period.last_30_days, currency: Current.family.currency)
+      # Extend the period to include the rolling window
+      period_with_rolling = period.extend_backward(period.date_range.count.days)
+
+      # Aggregate the rolling sum of spending and income based on daily totals
+      rolling_totals = from(daily_totals(transactions, period: period_with_rolling, currency: currency))
+                         .select(
+                           "*",
+                           sanitize_sql_array([ "SUM(spending) OVER (ORDER BY date RANGE BETWEEN INTERVAL ? PRECEDING AND CURRENT ROW) as rolling_spend", "#{period.date_range.count} days" ]),
+                           sanitize_sql_array([ "SUM(income) OVER (ORDER BY date RANGE BETWEEN INTERVAL ? PRECEDING AND CURRENT ROW) as rolling_income", "#{period.date_range.count} days" ])
+                         )
+                         .order("date")
+
+      # Trim the results to the original period
+      select("*").from(rolling_totals).where("date >= ?", period.date_range.first)
+    end
+
+    def search(params)
+      query = all
+      query = query.by_name(params[:search]) if params[:search].present?
+      query = query.with_categories(params[:categories]) if params[:categories].present?
+      query = query.with_accounts(params[:accounts]) if params[:accounts].present?
+      query = query.with_account_ids(params[:account_ids]) if params[:account_ids].present?
+      query = query.with_merchants(params[:merchants]) if params[:merchants].present?
+      query = query.on_or_after_date(params[:start_date]) if params[:start_date].present?
+      query = query.on_or_before_date(params[:end_date]) if params[:end_date].present?
+      query
+    end
+  end
+
+  private
+
+    def previous_transaction_date
+      self.account
+          .transactions
+          .where("date < ?", date)
+          .order(date: :desc)
+          .first&.date
+    end
 end
--- a/app/models/transaction/category.rb
+++ b/app/models/transaction/category.rb
@@ -23,14 +23,6 @@ class Transaction::Category < ApplicationRecord
    { internal_category: "home_improvement", color: COLORS[7] }
  ]

-  def self.ransackable_attributes(auth_object = nil)
-    %w[name id]
-  end
-
-  def self.ransackable_associations(auth_object = nil)
-    %w[]
-  end
-
  def self.create_default_categories(family)
    if family.transaction_categories.size > 0
      raise ArgumentError, "Family already has some categories"
--- a/app/models/transaction/merchant.rb
+++ b/app/models/transaction/merchant.rb
@@ -7,12 +7,4 @@ class Transaction::Merchant < ApplicationRecord
  scope :alphabetically, -> { order(:name) }

  COLORS = %w[#e99537 #4da568 #6471eb #db5a54 #df4e92 #c44fe9 #eb5429 #61c9ea #805dee #6ad28a]
-
-  def self.ransackable_attributes(auth_object = nil)
-    %w[name id]
-  end
-
-  def self.ransackable_associations(auth_object = nil)
-    %w[]
-  end
 end
--- a/app/views/accounts/_account.html.erb
+++ b/app/views/accounts/_account.html.erb
@@ -1,21 +1,27 @@
 <%= turbo_frame_tag dom_id(account) do %>
-  <div class="p-4 flex items-center justify-between gap-3">
+  <div class="p-4 flex items-center justify-between gap-3 group/account">
    <div class="flex items-center gap-3">
      <div class="w-8 h-8 flex items-center justify-center rounded-full text-xs font-medium <%= account.is_active ? "bg-blue-500/10 text-blue-500" : "bg-gray-500/10 text-gray-500" %>">
        <%= account.name[0].upcase %>
      </div>
-      <p class="text-sm font-medium <%= account.is_active ? "text-gray-900" : "text-gray-400" %>">
-        <%= account.name %>
-      </p>
+      <%= link_to account.name, account, class: [(account.is_active ? "text-gray-900" : "text-gray-400"), "text-sm font-medium hover:underline"], data: { turbo_frame: "_top" } %>
+
+      <%= link_to edit_account_path(account), data: { turbo_frame: :modal }, class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center" do %>
+        <%= lucide_icon "pencil-line", class: "w-4 h-4 text-gray-500" %>
+      <% end %>
    </div>
    <div class="flex items-center gap-8">
      <p class="text-sm font-medium <%= account.is_active ? "text-gray-900" : "text-gray-400" %>">
        <%= format_money account.balance_money %>
      </p>
-      <%= form_with model: account, method: :patch, html: { class: "flex items-center", data: { turbo_frame: "_top" } } do |form| %>
+
+      <%= form_with model: account,
+                    namespace: account.id,
+                    builder: ActionView::Helpers::FormBuilder,
+                    data: { controller: "auto-submit-form", turbo_frame: "_top" } do |form| %>
        <div class="relative inline-block select-none">
-          <%= form.check_box :is_active, class: "sr-only peer", id: "is_active_#{account.id}", onchange: "this.form.requestSubmit();" %>
-          <label for="is_active_<%= account.id %>" class="block bg-gray-100 w-9 h-5 rounded-full cursor-pointer after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out peer-checked:bg-green-600 peer-checked:after:translate-x-4"></label>
+          <%= form.check_box :is_active, { class: "sr-only peer", data: { "auto-submit-form-target": "auto" } } %>
+          <%= form.label :is_active, "&nbsp;".html_safe, class: "maybe-switch" %>
        </div>
      <% end %>
    </div>
--- a/app/views/accounts/_account_list.html.erb
+++ b/app/views/accounts/_account_list.html.erb
@@ -27,7 +27,7 @@
          </div>
      </div>
    </summary>
-    <% group.children.each do |account_value_node| %>
+    <% group.children.sort_by(&:name).each do |account_value_node| %>
      <% account = account_value_node.original %>
      <%= link_to account_path(account), class: "flex items-center w-full gap-3 px-3 py-2 mb-1 hover:bg-gray-100 rounded-[10px]" do %>
        <%= image_tag account_logo_url(account), class: "w-6 h-6" %>
--- a/app/views/accounts/_account_type.html.erb
+++ b/app/views/accounts/_account_type.html.erb
@@ -1,4 +1,4 @@
-<%= link_to new_account_path(step: "method", type: type.class.name.demodulize), 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-gray-25 border border-transparent focus:border focus:border-gray-200 block px-2 hover:bg-gray-25 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/_accountable_group.html.erb
+++ b/app/views/accounts/_accountable_group.html.erb
@@ -0,0 +1,17 @@
+<%# locals: (accounts:) %>
+
+<% accounts.group_by(&:accountable_type).each do |group, accounts| %>
+  <div class="bg-gray-25 p-1 rounded-xl">
+    <div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
+      <p><%= to_accountable_title(Accountable.from_type(group)) %></p>
+      <span class="text-gray-400 mx-2">&middot;</span>
+      <p><%= accounts.count %></p>
+      <p class="ml-auto"><%= format_money accounts.sum(&:balance_money) %></p>
+    </div>
+    <div class="bg-white">
+      <% accounts.each do |account| %>
+        <%= render account %>
+      <% end %>
+    </div>
+  </div>
+<% end %>
--- a/app/views/accounts/_empty.html.erb
+++ b/app/views/accounts/_empty.html.erb
@@ -0,0 +1,11 @@
+<div class="flex justify-center items-center h-[800px] text-sm">
+  <div class="text-center flex flex-col items-center max-w-[300px]">
+    <%= tag.p t(".no_accounts"), class: "text-gray-900 mb-1 font-medium" %>
+    <%= tag.p t(".empty_message"), class: "text-gray-500 mb-4" %>
+
+    <%= link_to new_account_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
+      <%= lucide_icon("plus", class: "w-5 h-5") %>
+      <span><%= t(".new_account") %></span>
+    <% end %>
+  </div>
+</div>
--- a/app/views/accounts/_entry_method.html.erb
+++ b/app/views/accounts/_entry_method.html.erb
@@ -6,7 +6,7 @@
    <%= text %>
  </span>
 <% else %>
-  <%= link_to new_account_path(type: type.class.name.demodulize), 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 %>
+  <%= link_to new_account_path(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-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(icon, class: "text-gray-500 w-5 h-5") %>
    </span>
--- a/app/views/accounts/_header.html.erb
+++ b/app/views/accounts/_header.html.erb
@@ -0,0 +1,21 @@
+<header class="flex justify-between items-center text-gray-900 font-medium">
+  <h1 class="text-xl"><%= t(".accounts") %></h1>
+
+  <div class="flex items-center gap-2">
+    <%= contextual_menu do %>
+      <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+        <%= link_to accounts_path(return_to: summary_accounts_path),
+                    class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
+          <%= lucide_icon "settings", class: "w-5 h-5 text-gray-500" %>
+          <span class="text-black"><%= t(".manage") %></span>
+        <% end %>
+      </div>
+
+    <% end %>
+
+    <%= 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>
+    <% end %>
+  </div>
+</header>
--- a/app/views/accounts/_institution_accounts.html.erb
+++ b/app/views/accounts/_institution_accounts.html.erb
@@ -0,0 +1,69 @@
+<%# locals: (institution:) %>
+
+<details open class="group bg-white p-4 border border-alpha-black-25 shadow-xs rounded-xl">
+  <summary class="flex items-center gap-2 focus-visible:outline-none">
+    <%= lucide_icon "chevron-right", class: "group-open:transform group-open:rotate-90 text-gray-500 w-5" %>
+
+    <div class="flex items-center justify-center h-8 w-8 bg-blue-600/10 rounded-full bg-black/5">
+      <% if institution_logo(institution) %>
+        <%= image_tag institution_logo(institution), class: "rounded-full h-full w-full" %>
+      <% else %>
+        <div class="flex items-center justify-center">
+          <%= tag.p institution.name.first.upcase, class: "text-blue-600 text-xs font-medium" %>
+        </div>
+      <% end %>
+    </div>
+
+    <%= link_to institution.name, edit_institution_path(institution), data: { turbo_frame: :modal }, class: "text-sm font-medium text-gray-900 ml-1 mr-auto hover:underline" %>
+
+    <%= contextual_menu do %>
+      <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+        <%= link_to new_account_path(institution_id: institution.id),
+                    class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
+                    data: { turbo_frame: :modal } do %>
+          <%= lucide_icon "plus", class: "w-5 h-5 text-gray-500" %>
+
+          <span><%= t(".add_account_to_institution") %></span>
+        <% end %>
+
+        <%= link_to edit_institution_path(institution),
+                    class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
+                    data: { turbo_frame: :modal } do %>
+          <%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
+
+          <span><%= t(".edit") %></span>
+        <% end %>
+
+        <%= button_to institution_path(institution),
+                      method: :delete,
+                      class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
+                      data: {
+                        turbo_confirm: {
+                          title: t(".confirm_title"),
+                          body: t(".confirm_body"),
+                          accept: t(".confirm_accept")
+                        }
+                      } do %>
+          <%= lucide_icon "trash-2", class: "w-5 h-5" %>
+
+          <span><%= t(".delete") %></span>
+        <% end %>
+      </div>
+
+    <% end %>
+  </summary>
+
+  <div class="space-y-4 mt-4">
+    <% if institution.accounts.any? %>
+      <%= render "accountable_group", accounts: institution.accounts %>
+    <% else %>
+      <div class="p-4 flex flex-col gap-3 items-center justify-center">
+        <p class="text-gray-500 text-sm">There are no accounts in this financial institution</p>
+        <%= link_to new_account_path(institution_id: institution.id), class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-1.5 pr-2", data: { turbo_frame: "modal" } do %>
+          <%= lucide_icon("plus", class: "w-4 h-4") %>
+          <span><%= t(".new_account") %></span>
+        <% end %>
+      </div>
+    <% end %>
+  </div>
+</details>
--- a/app/views/accounts/_institutionless_accounts.html.erb
+++ b/app/views/accounts/_institutionless_accounts.html.erb
@@ -0,0 +1,17 @@
+<%# locals: (accounts:) %>
+
+<details open class="group bg-white p-4 border border-alpha-black-25 shadow-xs rounded-xl">
+  <summary class="flex items-center gap-2 focus-visible:outline-none">
+    <%= lucide_icon "chevron-right", class: "group-open:transform group-open:rotate-90 text-gray-500 w-5" %>
+
+    <div class="flex items-center justify-center h-8 w-8 rounded-full bg-black/5">
+      <%= lucide_icon("folder-pen", class: "w-5 h-5 text-gray-500") %>
+    </div>
+
+    <span class="mr-auto text-sm font-medium text-gray-900"><%= t(".other_accounts") %></span>
+  </summary>
+
+  <div class="space-y-4 mt-4">
+    <%= render "accountable_group", accounts: accounts %>
+  </div>
+</details>
--- a/app/views/accounts/_transactions.html.erb
+++ b/app/views/accounts/_transactions.html.erb
@@ -7,11 +7,14 @@
      <span class="text-sm">New transaction</span>
    <% end %>
  </div>
+
  <% if transactions.empty? %>
    <p class="text-gray-500 py-4">No transactions for this account yet.</p>
  <% else %>
    <div class="space-y-6">
-      <%= render partial: "transactions/transaction_group", collection: transactions.group_by(&:date), as: :transaction_group %>
+      <% transactions.group_by(&:date).each do |date, transactions| %>
+        <%= transactions_group(date, transactions, "accounts/transactions/transaction") %>
+      <% end %>
    </div>
  <% end %>
 </div>
--- a/app/views/accounts/edit.html.erb
+++ b/app/views/accounts/edit.html.erb
@@ -0,0 +1,21 @@
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".edit", account: @account.name) %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= form_with model: @account, data: { turbo_frame: "_top" } do |f| %>
+      <%= f.text_field :name, label: "Name" %>
+
+      <div class="relative">
+        <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
+        <%= link_to new_institution_path do %>
+          <%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
+        <% end %>
+      </div>
+
+      <%= f.submit %>
+    <% end %>
+  </article>
+<% end %>
--- a/app/views/accounts/index.html.erb
+++ b/app/views/accounts/index.html.erb
@@ -1,62 +1,45 @@
 <% content_for :sidebar do %>
  <%= render "settings/nav" %>
 <% end %>
+
 <div class="space-y-4">
-  <div class="flex items-center justify-between">
-    <h1 class="text-xl font-medium text-gray-900">Accounts</h1>
-    <%= link_to new_account_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
-      <%= lucide_icon("plus", class: "w-5 h-5") %>
-      <span><%= t(".new_account") %></span>
-    <% end %>
-  </div>
-  <% if @accounts.empty? %>
-    <div class="flex justify-center items-center h-[800px] text-sm">
-      <div class="text-center flex flex-col items-center max-w-[300px]">
-        <p class="text-gray-900 mb-1 font-medium">No accounts yet</p>
-        <p class="text-gray-500 mb-4">Add an account either via connection, importing or entering manually.</p>
-        <%= link_to new_account_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
+  <header class="flex justify-between items-center text-gray-900 font-medium">
+    <h1 class="text-xl"><%= t(".accounts") %></h1>
+    <div class="flex items-center gap-5">
+      <div class="flex items-center gap-2">
+        <%= contextual_menu do %>
+          <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+            <%= link_to new_institution_path,
+                        class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal",
+                        data: { turbo_frame: "modal" } do %>
+              <%= lucide_icon "building-2", class: "w-5 h-5 text-gray-500" %>
+              <span class="text-black"><%= t(".add_institution") %></span>
+            <% end %>
+          </div>
+        <% end %>
+
+        <%= link_to new_account_path,
+                    data: { turbo_frame: "modal" },
+                    class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2" do %>
          <%= lucide_icon("plus", class: "w-5 h-5") %>
-          <span><%= t(".new_account") %></span>
+          <p class="text-sm font-medium"><%= t(".new_account") %></p>
        <% end %>
      </div>
    </div>
+  </header>
+
+  <% if @accounts.empty? && @institutions.empty? %>
+    <%= render "empty" %>
  <% else %>
-    <div>
-      <% @accounts.by_provider.each do |item| %>
-        <details open class="bg-white group p-4 border border-alpha-black-25 shadow-xs rounded-xl">
-          <summary class="flex items-center gap-2">
-            <%= lucide_icon("chevron-down", class: "hidden group-open:block w-5 h-5 text-gray-500") %>
-            <%= lucide_icon("chevron-right", class: "group-open:hidden w-5 h-5 text-gray-500") %>
-            <% if item[:name] == "Manual accounts" %>
-              <div class="flex items-center justify-center h-8 w-8 rounded-full bg-black/5">
-                <%= lucide_icon("folder-pen", class: "w-5 h-5 text-gray-500") %>
-              </div>
-            <% end %>
-            <span class="text-sm font-medium text-gray-900">
-              <%= item[:name] %>
-            </span>
-          </summary>
-          <div class="space-y-4 mt-4">
-            <% item[:accounts].each do |group, accounts| %>
-              <div class="bg-gray-25 p-1 rounded-xl">
-                <div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
-                  <p><%= to_accountable_title(Accountable.from_type(group)) %></p>
-                  <span class="text-gray-400 mx-2">&middot;</span>
-                  <p><%= accounts.count %></p>
-                  <p class="ml-auto"><%= format_money accounts.sum(&:balance_money) %></p>
-                </div>
-                <div class="bg-white">
-                  <% accounts.each do |account| %>
-                    <%= render account %>
-                  <% end %>
-                </div>
-              </div>
-            <% end %>
-          </div>
-        </details>
+    <div class="space-y-2">
+      <% @institutions.each do |institution| %>
+        <%= render "institution_accounts", institution: %>
      <% end %>
+
+      <%= render "institutionless_accounts", accounts: @accounts %>
    </div>
  <% end %>
+
  <div class="flex justify-between gap-4">
    <% if self_hosted? %>
      <%= previous_setting("Self-Hosting", settings_hosting_path) %>
--- a/app/views/accounts/new.html.erb
+++ b/app/views/accounts/new.html.erb
@@ -20,14 +20,18 @@
      <div class="border-t border-alpha-black-25 p-4 text-gray-500 text-sm flex justify-between">
        <div class="flex space-x-5">
          <div class="flex items-center space-x-2">
-            <span>Select</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
+            <span>Select</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
          </div>
          <div class="flex items-center space-x-2">
-            <span>Navigate</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
+            <span>Navigate</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
          </div>
        </div>
        <div class="flex items-center space-x-2">
-          <button data-action="modal#close">Close</button> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
+          <button data-action="modal#close">Close</button>
+          <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
        </div>
      </div>
    <% elsif params[:step] == 'method' && @account.accountable.present? %>
@@ -47,14 +51,18 @@
      <div class="border-t border-alpha-black-25 p-4 text-gray-500 text-sm flex justify-between">
        <div class="flex space-x-5">
          <div class="flex items-center space-x-2">
-            <span>Select</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
+            <span>Select</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
          </div>
          <div class="flex items-center space-x-2">
-            <span>Navigate</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
+            <span>Navigate</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
          </div>
        </div>
        <div class="flex items-center space-x-2">
-          <button data-action="modal#close">Close</button> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
+          <button data-action="modal#close">Close</button>
+          <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
        </div>
      </div>
    <% else %>
@@ -68,9 +76,19 @@
        <div class="space-y-4 grow">
          <%= 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") } %>
          <%= render "accounts/#{permitted_accountable_partial(@account.accountable_type)}", f: f %>
-          <%= f.money_field :balance_money, label: t(".balance.label"), required: "required" %>
-          <%= f.date_field :start_date, label: t(".start_date.label"), required: true, max: Date.today, value: Date.today %>
+          <%= f.money_field :balance_money, label: t(".balance"), required: "required" %>
+
+          <div>
+            <%= check_box_tag :add_start_values, class: "maybe-checkbox maybe-checkbox--light peer mb-1" %>
+            <%= label_tag :add_start_values, t(".optional_start_balance_message"), class: "pl-1 text-sm text-gray-500" %>
+
+            <div class="hidden peer-checked:flex items-center gap-2 mt-3 mb-6">
+              <div class="w-1/2"><%= f.date_field :start_date, label: t(".start_date"), max: Date.current %></div>
+              <div class="w-1/2"><%= f.number_field :start_balance, label: t(".start_balance") %></div>
+            </div>
+          </div>
        </div>
        <%= f.submit "Add #{@account.accountable.model_name.human.downcase}" %>
      <% end %>
--- a/app/views/accounts/show.html.erb
+++ b/app/views/accounts/show.html.erb
@@ -9,38 +9,49 @@
      <%= 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" %>
      <% end %>
-      <div class="relative cursor-not-allowed">
-        <div class="flex items-center gap-2 px-3 py-2">
-          <span class="text-gray-900"><%= @account.balance_money.currency.iso_code %> <%= @account.balance_money.currency.symbol %></span>
-          <%= lucide_icon("chevron-down", class: "w-5 h-5 text-gray-500") %>
+
+      <%= contextual_menu do %>
+        <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+          <%= link_to edit_account_path(@account),
+                      data: { turbo_frame: :modal },
+                      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 "pencil-line", class: "w-5 h-5 text-gray-500" %>
+
+            <span><%= t(".edit") %></span>
+          <% end %>
+
+          <%= link_to new_import_path(account_id: @account.id),
+                      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" %>
+
+            <span><%= t(".import") %></span>
+          <% end %>
+
+          <%= button_to account_path(@account),
+                        method: :delete,
+                        class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
+                        data: {
+                          turbo_confirm: {
+                            title: t(".confirm_title"),
+                            body: t(".confirm_body_html"),
+                            accept: t(".confirm_accept", name: @account.name)
+                          }
+                        } do %>
+            <%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
+          <% end %>
        </div>
-      </div>
-      <div class="relative cursor-pointer" data-controller="menu">
-        <button data-menu-target="button" class="flex hover:bg-gray-100 p-2 rounded">
-          <%= lucide_icon("more-horizontal", class: "w-5 h-5 text-gray-500") %>
-        </button>
-        <div data-menu-target="content" class="absolute z-10 top-10 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs hidden">
-          <div class="w-48 px-3 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
-            <%= button_to account_path(@account),
-                method: :delete,
-                class: "block w-full py-2 text-red-600 hover:text-red-800 flex items-center",
-                data: {
-                  turbo_confirm: {
-                    title: t(".confirm_title"),
-                    body: t(".confirm_body_html"),
-                    accept: t(".confirm_accept", name: @account.name)
-                  }
-                } do %>
-              <%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
-            <% end %>
-          </div>
-        </div>
-      </div>
+      <% end %>
    </div>
  </div>
  <%= turbo_frame_tag "sync_message" do %>
    <%= render partial: "accounts/sync_message", locals: { is_syncing: @account.syncing? } %>
  <% end %>
+  <% @account.sync_errors.each do |message| %>
+    <%= render partial: "shared/alert", locals: { type: "error", content: t("." + message) } %>
+  <% end %>
+  <% @account.sync_warnings.each do |message| %>
+    <%= render partial: "shared/alert", locals: { type: "warning", content: t("." + message) } %>
+  <% end %>
  <div class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg">
    <div class="p-4 flex justify-between">
      <div class="space-y-2">
--- a/app/views/accounts/summary.html.erb
+++ b/app/views/accounts/summary.html.erb
@@ -1,11 +1,6 @@
 <div class="space-y-4">
-  <div class="flex items-center justify-between">
-    <h1 class="text-xl font-medium text-gray-900">Accounts</h1>
-    <%= link_to new_account_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
-      <%= lucide_icon("plus", class: "w-5 h-5") %>
-      <span><%= t(".new") %></span>
-    <% end %>
-  </div>
+
+  <%= render "header" %>

  <% if @accounts.empty? %>
    <%= render "shared/no_account_empty_state" %>
--- a/app/views/accounts/transactions/_transaction.html.erb
+++ b/app/views/accounts/transactions/_transaction.html.erb
@@ -0,0 +1,17 @@
+<%= turbo_frame_tag dom_id(transaction), class: "grid grid-cols-12 items-center text-gray-900 py-4 text-sm font-medium px-4" do %>
+  <div class="col-span-4">
+    <%= render "transactions/name", transaction: transaction %>
+  </div>
+
+  <div class="col-span-3">
+    <%= render "transactions/categories/badge", category: transaction.category %>
+  </div>
+
+  <%= link_to transaction.account.name,
+              account_path(transaction.account),
+              class: ["col-span-3 hover:underline"] %>
+
+  <div class="col-span-2 ml-auto">
+    <%= render "transactions/amount", transaction: transaction %>
+  </div>
+<% end %>
--- a/app/views/imports/_sample_table.html.erb
+++ b/app/views/imports/_sample_table.html.erb
@@ -1,22 +1,26 @@
 <!--TODO: Once we have more styled tables for reference, refactor and DRY this up -->
-<div class="grid grid-cols-4 border border-alpha-black-200 rounded-md shadow-xs text-sm bg-white">
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tl-md">Date</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">Name</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">Category</div>
-  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tr-md">Amount</div>
+<div class="grid grid-cols-5 border border-alpha-black-200 rounded-md shadow-xs text-sm bg-white">
+  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tl-md">date</div>
+  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">name</div>
+  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">category</div>
+  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium">tags</div>
+  <div class="bg-gray-25 px-3 py-2.5 border-b border-b-alpha-black-200 font-medium rounded-tr-md">amount</div>

  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">2024-01-01</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Amazon</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Shopping</div>
+  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Tag1|Tag2</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">-24.99</div>

  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">2024-03-01</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Spotify</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200"></div>
+  <div class="px-3 py-2.5 border-b border-b-alpha-black-200"></div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">-16.32</div>

  <div class="px-3 py-2.5 border-b border-b-alpha-black-200 rounded-bl-md">2023-01-06</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Acme</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Income</div>
+  <div class="px-3 py-2.5 border-b border-b-alpha-black-200">Tag3</div>
  <div class="px-3 py-2.5 border-b border-b-alpha-black-200 rounded-br-md">151.22</div>
 </div>
--- a/app/views/imports/configure.html.erb
+++ b/app/views/imports/configure.html.erb
@@ -14,7 +14,8 @@
        <% @import.expected_fields.each do |field| %>
          <%= mappings.select field.key,
                              options_for_select(@import.available_headers, @import.get_selected_header_for_field(field)),
-                              label: field.label %>
+                              label: field.label,
+                              include_blank: field.optional? ? t(".optional") : false %>
        <% end %>
      <% end %>
    </div>
--- a/app/views/imports/confirm.html.erb
+++ b/app/views/imports/confirm.html.erb
@@ -9,7 +9,9 @@
  </div>

  <div class="mb-8 space-y-4">
-    <%= render partial: "imports/transactions/transaction_group", collection: @import.dry_run.group_by(&:date) %>
+    <% @import.dry_run.group_by(&:date).each do |date, draft_transactions| %>
+      <%= transactions_group(date, draft_transactions, "imports/transactions/transaction") %>
+    <% end %>
  </div>

  <%= button_to "Import " + @import.csv.table.size.to_s + " transactions", confirm_import_path(@import), method: :patch, class: "px-4 py-2 block w-60 text-center mx-auto rounded-lg bg-gray-900 text-white text-sm font-medium", data: { turbo: false } %>
--- a/app/views/imports/load.html.erb
+++ b/app/views/imports/load.html.erb
@@ -1,6 +1,6 @@
 <%= content_for :return_to_path, return_to_path(params, imports_path) %>

-<div class="mx-auto max-w-[450px] w-full py-24 space-y-4">
+<div class="mx-auto max-w-[550px] w-full py-24 space-y-4">
  <h1 class="sr-only"><%= t(".load_title") %></h1>

  <div class="text-center space-y-2">
@@ -30,6 +30,7 @@
      <ul class="list-disc text-sm pl-10">
        <li><%= t(".requirement1") %></li>
        <li><%= t(".requirement2") %></li>
+        <li><%= t(".requirement3") %></li>
      </ul>
    </div>

--- a/app/views/imports/transactions/_transaction.html.erb
+++ b/app/views/imports/transactions/_transaction.html.erb
@@ -1,18 +1,20 @@
 <%# locals: (transaction:) %>
-<div class="text-gray-900 flex items-center gap-6 py-4 text-sm font-medium px-4">
-  <%= render partial: "transactions/transaction_name", locals: { name: transaction.name } %>
+<div class="text-gray-900 grid grid-cols-8 items-center py-4 text-sm font-medium px-4">
+  <div class="col-span-3">
+    <%= render "transactions/name", transaction: transaction %>
+  </div>

-  <div class="w-48">
+  <div class="col-span-2">
    <%= render partial: "transactions/categories/badge", locals: { category: transaction.category } %>
  </div>

-  <div class="w-48 flex gap-1">
+  <div class="col-span-2 flex items-center gap-1">
    <% transaction.tags.each do |tag| %>
      <%= render partial: "tags/badge", locals: { tag: tag } %>
    <% end %>
  </div>

-  <div class="ml-auto">
-    <%= content_tag :p, format_money(Money.new(-transaction.amount, @import.account.currency)), class: ["whitespace-nowrap", BigDecimal(transaction.amount).negative? ? "text-green-600" : "text-red-600"] %>
+  <div class="col-span-1 justify-self-end">
+    <%= render "transactions/amount", transaction: transaction %>
  </div>
 </div>
--- a/app/views/imports/transactions/_transaction_group.html.erb
+++ b/app/views/imports/transactions/_transaction_group.html.erb
@@ -1,13 +0,0 @@
-<%# locals: (transaction_group:) %>
-<% date = transaction_group[0] %>
-<% transactions = transaction_group[1] %>
-
-<div class="bg-gray-25 rounded-xl p-1 w-full">
-  <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
-    <h4><%= date.strftime("%b %d, %Y") %> &middot; <%= transactions.size %></h4>
-    <span><%= format_money Money.new(-transactions.sum { |t| t.amount }, @import.account.currency) %></span>
-  </div>
-  <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
-    <%= render partial: "imports/transactions/transaction", collection: transactions %>
-  </div>
-</div>
--- a/app/views/institutions/_form.html.erb
+++ b/app/views/institutions/_form.html.erb
@@ -0,0 +1,27 @@
+<%= form_with model: institution, data: { turbo_frame: "_top", controller: "profile-image-preview" } do |f| %>
+
+  <div class="flex justify-center items-center py-4">
+    <%= f.label :logo do %>
+      <div class="relative cursor-pointer hover:opacity-80 w-16 h-16 rounded-full bg-gray-50">
+        <% persisted_logo = institution_logo(institution) %>
+
+        <% if persisted_logo %>
+          <%= image_tag persisted_logo, class: "absolute inset-0 rounded-full w-full h-full object-cover" %>
+        <% end %>
+
+        <div data-profile-image-preview-target="imagePreview" class="absolute inset-0 h-full w-full flex items-center justify-center">
+          <% unless persisted_logo %>
+            <%= lucide_icon "image-plus", class: "w-5 h-5 text-gray-500 cursor-pointer", data: { profile_image_preview_target: "template" } %>
+          <% end %>
+        </div>
+      </div>
+    <% end %>
+  </div>
+
+  <%= f.file_field :logo,
+                   accept: "image/png, image/jpeg",
+                   class: "hidden",
+                   data: { profile_image_preview_target: "fileField", action: "profile-image-preview#preview" } %>
+  <%= f.text_field :name, label: t(".name") %>
+  <%= f.submit %>
+<% end %>
--- a/app/views/institutions/edit.html.erb
+++ b/app/views/institutions/edit.html.erb
@@ -0,0 +1,10 @@
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".edit", institution: @institution.name) %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= render "form", institution: @institution %>
+  </article>
+<% end %>
--- a/app/views/institutions/new.html.erb
+++ b/app/views/institutions/new.html.erb
@@ -0,0 +1,10 @@
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".new_institution") %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= render "form", institution: @institution %>
+  </article>
+<% end %>
--- a/app/views/layouts/application.html.erb
+++ b/app/views/layouts/application.html.erb
@@ -1,5 +1,5 @@
 <!DOCTYPE html>
-<html class="h-full">
+<html class="h-full" lang="en">
  <head>
    <title><%= content_for(:title) || "Maybe" %></title>

@@ -13,7 +13,8 @@
    <%= 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="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="apple-mobile-web-app-status-bar-style" content="black-translucent">
    <meta name="apple-mobile-web-app-title" content="Maybe">
@@ -30,10 +31,13 @@
    <%= content_for?(:content) ? yield(:content) : yield %>

    <%= turbo_frame_tag "modal" %>
+    <%= turbo_frame_tag "drawer" %>
+
    <%= render "shared/confirm_modal" %>

    <% if self_hosted? %>
    <%= render "shared/app_version" %>
    <% end %>
  </body>
+
 </html>
--- a/app/views/pages/changelog.html.erb
+++ b/app/views/pages/changelog.html.erb
@@ -2,11 +2,27 @@
  <%= render "settings/nav" %>
 <% end %>
 <div class="space-y-4">
-  <h1 class="text-gray-900 text-xl font-medium mb-4">What's New</h1>
+  <h1 class="text-gray-900 text-xl font-medium mb-4"><%= t(".title") %></h1>
  <div class="bg-white shadow-xs border border-alpha-black-25 rounded-xl p-4">
-    <div class="flex justify-center items-center py-20">
-      <p class="text-gray-500">Changelog coming soon...</p>
-    </div>
+    <% @releases_notes.each do |release_notes| %>
+      <div class="flex justify-between gap-4 mb-12 last:mb-0">
+        <div class="w-1/3">
+          <div class="px-3 flex items-center gap-3">
+            <div class="text-white shrink-0 w-9 h-9">
+              <%= 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>
+            <div class="text-gray-500 text-sm"><%= release_notes[:published_at].strftime("%B %d, %Y") %></div>
+          </div>
+        </div>
+        </div>
+        <div class="w-2/3 text-gray-500 text-sm prose prose--github-release-notes">
+          <h2 class="mb-5 text-xl text-gray-900"><%= release_notes[:name] %></h2>
+          <%= release_notes[:body].html_safe %>
+        </div>
+      </div>
+    <% end %>
  </div>
  <div class="flex justify-between gap-4">
    <%= previous_setting("Imports", imports_path) %>
--- a/app/views/pages/dashboard.html.erb
+++ b/app/views/pages/dashboard.html.erb
@@ -161,9 +161,12 @@
          <p><%= t(".no_transactions") %></p>
        </div>
      <% else %>
-        <div class="text-gray-500 flex items-center justify-center flex-col bg-gray-25 rounded-md">
-          <%= render partial: "transactions/transaction_group", collection: @transactions.group_by(&:date), as: :transaction_group %>
-          <p class="py-2 text-sm"><%= link_to t(".view_all"), transactions_path %></p>
+        <div class="text-gray-500 p-1 space-y-1 bg-gray-25 rounded-xl">
+          <% @transactions.group_by(&:date).each do |date, transactions| %>
+            <%= transactions_group(date, transactions, "pages/dashboard/transactions/transaction") %>
+          <% end %>
+
+          <p class="py-2 text-sm text-center"><%= link_to t(".view_all"), transactions_path %></p>
        </div>
      <% end %>
    </div>
--- a/app/views/pages/dashboard/transactions/_transaction.html.erb
+++ b/app/views/pages/dashboard/transactions/_transaction.html.erb
@@ -0,0 +1,9 @@
+<div class="text-gray-900 flex items-center py-4 text-sm font-medium px-4">
+  <div class="grow max-w-72">
+    <%= render "transactions/name", transaction: transaction %>
+  </div>
+
+  <div class="ml-auto">
+    <%= render "transactions/amount", transaction: transaction %>
+  </div>
+</div>
--- a/app/views/settings/_nav.html.erb
+++ b/app/views/settings/_nav.html.erb
@@ -1,5 +1,5 @@
 <div class="flex items-center gap-1 mb-6">
-  <%= link_to root_path, class: "flex items-center gap-1 text-gray-900 font-medium text-sm" do %>
+  <%= link_to return_to_path(params), class: "flex items-center gap-1 text-gray-900 font-medium text-sm" do %>
    <%= lucide_icon "chevron-left", class: "w-5 h-5 text-gray-500" %>
    <span>Back</span>
  <% end %>
--- a/app/views/settings/hostings/show.html.erb
+++ b/app/views/settings/hostings/show.html.erb
@@ -5,47 +5,52 @@
  <h1 class="text-gray-900 text-xl font-medium mb-4"><%= t(".page_title") %></h1>
  <%= settings_section title: t(".general_settings_title") do %>
    <%= form_with model: Setting.new, url: settings_hosting_path, method: :patch, local: true, html: { class: "space-y-6", data: { controller: "auto-submit-form", "auto-submit-form-trigger-event-value" => "blur" } } do |form| %>
-      <div>
-        <h2 class="font-medium mb-1"><%= t(".upgrades.title") %></h2>
-        <p class="text-gray-500 text-sm mb-4"><%= t(".upgrades.description") %></p>
-        <div class="space-y-4">
-          <div class="flex items-center gap-4">
-            <%= form.radio_button :upgrades_mode, "manual", checked: Setting.upgrades_mode == "manual", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
-            <%= form.label :upgrades_mode_manual, t(".upgrades.manual.title"), class: "text-gray-900 text-sm" do %>
-              <span class="font-medium"><%= t(".upgrades.manual.title") %></span>
-              <br>
-              <span class="text-gray-500">
+
+      <% if ENV["HOSTING_PLATFORM"] == "render" %>
+        <div>
+          <h2 class="font-medium mb-1"><%= t(".upgrades.title") %></h2>
+          <p class="text-gray-500 text-sm mb-4"><%= t(".upgrades.description") %></p>
+          <div class="space-y-4">
+            <div class="flex items-center gap-4">
+              <%= form.radio_button :upgrades_mode, "manual", checked: Setting.upgrades_mode == "manual", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
+              <%= form.label :upgrades_mode_manual, t(".upgrades.manual.title"), class: "text-gray-900 text-sm" do %>
+                <span class="font-medium"><%= t(".upgrades.manual.title") %></span>
+                <br>
+                <span class="text-gray-500">
                <%= t(".upgrades.manual.description") %>
              </span>
-            <% end %>
-          </div>
-          <div class="flex items-center gap-4">
-            <%= form.radio_button :upgrades_mode, "release", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "release", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
-            <%= form.label :upgrades_mode_release, t(".upgrades.latest_release.title"), class: "text-gray-900 text-sm" do %>
-              <span class="font-medium"><%= t(".upgrades.latest_release.title") %></span>
-              <br>
-              <span class="text-gray-500">
+              <% end %>
+            </div>
+            <div class="flex items-center gap-4">
+              <%= form.radio_button :upgrades_mode, "release", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "release", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
+              <%= form.label :upgrades_mode_release, t(".upgrades.latest_release.title"), class: "text-gray-900 text-sm" do %>
+                <span class="font-medium"><%= t(".upgrades.latest_release.title") %></span>
+                <br>
+                <span class="text-gray-500">
                <%= t(".upgrades.latest_release.description") %>
              </span>
-            <% end %>
-          </div>
-          <div class="flex items-center gap-4">
-            <%= form.radio_button :upgrades_mode, "commit", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "commit", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
-            <%= form.label :upgrades_mode_commit, t(".upgrades.latest_commit.title"), class: "text-gray-900 text-sm" do %>
-              <span class="font-medium"><%= t(".upgrades.latest_commit.title") %></span>
-              <br>
-              <span class="text-gray-500">
+              <% end %>
+            </div>
+            <div class="flex items-center gap-4">
+              <%= form.radio_button :upgrades_mode, "commit", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "commit", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
+              <%= form.label :upgrades_mode_commit, t(".upgrades.latest_commit.title"), class: "text-gray-900 text-sm" do %>
+                <span class="font-medium"><%= t(".upgrades.latest_commit.title") %></span>
+                <br>
+                <span class="text-gray-500">
                <%= t(".upgrades.latest_commit.description") %>
              </span>
-            <% end %>
+              <% end %>
+            </div>
          </div>
        </div>
-      </div>
-      <div>
-        <h2 class="font-medium mb-1"><%= t(".provider_settings.title") %></h2>
-        <p class="text-gray-500 text-sm mb-4"><%= t(".render_deploy_hook_description") %></p>
-        <%= form.url_field :render_deploy_hook, label: t(".render_deploy_hook_label"), placeholder: t(".render_deploy_hook_placeholder"), value: Setting.render_deploy_hook, data: { "auto-submit-form-target" => "auto" } %>
-      </div>
+
+        <div>
+          <h2 class="font-medium mb-1"><%= t(".provider_settings.title") %></h2>
+          <p class="text-gray-500 text-sm mb-4"><%= t(".render_deploy_hook_description") %></p>
+          <%= form.url_field :render_deploy_hook, label: t(".render_deploy_hook_label"), placeholder: t(".render_deploy_hook_placeholder"), value: Setting.render_deploy_hook, data: { "auto-submit-form-target" => "auto" } %>
+        </div>
+      <% end %>
+
      <div>
        <h2 class="font-medium mb-1"><%= t(".smtp_settings.title") %></h2>
        <p class="text-gray-500 text-sm mb-4"><%= t(".smtp_settings.description") %></p>
@@ -69,13 +74,14 @@
              </div>
            </div>
            <div>
-              <%= link_to t(".smtp_settings.send_test_email_button"), send_test_email_settings_hosting_path, data: { turbo_method: :post }, class:"bg-gray-50 text-gray-900 text-sm font-medium rounded-lg px-3 py-2" %>
+              <%= link_to t(".smtp_settings.send_test_email_button"), send_test_email_settings_hosting_path, data: { turbo_method: :post }, class: "bg-gray-50 text-gray-900 text-sm font-medium rounded-lg px-3 py-2" %>
            </div>
          </div>
        </div>
      </div>
    <% end %>
  <% end %>
+
  <div class="flex justify-between gap-4">
    <%= previous_setting("Billing", settings_billing_path) %>
    <%= next_setting("Accounts", accounts_path) %>
--- a/app/views/settings/profiles/show.html.erb
+++ b/app/views/settings/profiles/show.html.erb
@@ -8,7 +8,7 @@
      <%= form_with model: Current.user, url: settings_profile_path, html: {data: { controller: "profile-image-preview" }} do |form| %>
        <div class="flex items-center gap-4">
          <div class="relative flex justify-center items-center bg-gray-50 w-24 h-24 rounded-full border border-alpha-black-25">
-            <div data-profile-image-preview-target="imagePreview">
+            <div data-profile-image-preview-target="imagePreview" class="h-full w-full flex justify-center items-center">
              <% profile_image_attached = Current.user.profile_image.attached? %>
              <% if profile_image_attached %>
                <div class="h-24 w-24">
@@ -26,7 +26,7 @@
          <div class="space-y-3">
            <p><%= t(".profile_image_type") %></p>
            <%= form.label :profile_image, t(".profile_image_choose"), class: "inline-block cursor-pointer px-3 py-2 bg-gray-50 text-gray-900 rounded-md text-sm font-medium" %>
-            <%= form.file_field :profile_image, accept: "wimage/png, image/jpeg, image/gif", class: "hidden px-3 py-2 bg-gray-50 text-gray-900 rounded-md text-sm font-medium", data: {profile_image_preview_target: "fileField", action: "change->profile-image-preview#preview"} %>
+            <%= form.file_field :profile_image, accept: "image/png, image/jpeg, image/gif", class: "hidden px-3 py-2 bg-gray-50 text-gray-900 rounded-md text-sm font-medium", data: {profile_image_preview_target: "fileField", action: "change->profile-image-preview#preview"} %>
            <%= form.hidden_field :delete_profile_image, value: false, data: {profile_image_preview_target: "deleteField"} %>
          </div>
        </div>
--- a/app/views/shared/_alert.html.erb
+++ b/app/views/shared/_alert.html.erb
@@ -0,0 +1,11 @@
+<%# locals: (type: "error", content: "") -%>
+<%= content_tag :div,
+  class: "flex justify-between rounded-xl p-3 #{type == "error" ? "bg-red-50" : "bg-yellow-50"}",
+  data: {controller: "element-removal" },
+  role: type == "error" ? "alert" : "status" do %>
+  <div class="flex gap-3 items-center <%= type == "error" ? "text-red-500" : "text-yellow-500" %>">
+    <%= lucide_icon("info", class: "w-5 h-5 shrink-0") %>
+    <p class="text-sm"><%= content %></p>
+  </div>
+  <%= content_tag :a, lucide_icon("x", class: "w-5 h-5 shrink-0 #{type == "error" ? "text-red-500" : "text-yellow-500"}"), data: { action: "click->element-removal#remove" }, class:"flex gap-1 font-medium items-center text-gray-900 px-3 py-1.5 rounded-lg cursor-pointer" %>
+<% end %>
--- a/app/views/shared/_sidebar_modal.html.erb
+++ b/app/views/shared/_sidebar_modal.html.erb
@@ -1,4 +1,4 @@
-<%= turbo_frame_tag "modal" do %>
+<%= turbo_frame_tag "drawer" do %>
  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[calc(100vh-32px)] max-w-[480px] w-full shadow-xs h-full mt-4 mr-4" data-controller="modal" data-action="click->modal#clickOutside">
    <div class="flex flex-col h-full p-4">
      <div class="flex justify-end items-center h-9">
--- a/app/views/shared/_list_group.html.erb
+++ b/app/views/shared/_list_group.html.erb
@@ -0,0 +1,9 @@
+<%# locals: (header:, content:) %>
+<div class="bg-gray-25 rounded-xl p-1 w-full">
+  <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
+    <%= header %>
+  </div>
+  <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
+    <%= content %>
+  </div>
+</div>
--- a/app/views/shared/_modal.html.erb
+++ b/app/views/shared/_modal.html.erb
@@ -1,6 +1,6 @@
 <%# locals: (content:, classes:) -%>
 <%= turbo_frame_tag "modal" do %>
-  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[648px] max-w-[580px] w-min-content shadow-xs h-fit <%= classes %>" data-controller="modal" data-action="click->modal#clickOutside">
+  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-w-[580px] w-min-content shadow-xs h-fit <%= classes %>" data-controller="modal" data-action="click->modal#clickOutside">
    <div class="flex flex-col">
      <%= content %>
    </div>
--- a/app/views/transactions/_amount.html.erb
+++ b/app/views/transactions/_amount.html.erb
@@ -0,0 +1,3 @@
+<%= content_tag :p,
+                format_money(-transaction.amount_money),
+                class: ["text-green-600": transaction.inflow?] %>
--- a/app/views/transactions/_date_group.html.erb
+++ b/app/views/transactions/_date_group.html.erb
@@ -0,0 +1,17 @@
+<%# locals: (date:, transactions:) %>
+<div class="bg-gray-25 rounded-xl p-1 w-full" data-bulk-select-target="group">
+  <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
+    <div class="flex pl-0.5 items-center gap-4">
+      <%= check_box_tag "#{date}_transactions_selection",
+                        class: "maybe-checkbox maybe-checkbox--light",
+                        id: "selection_transaction_#{date}",
+                        data: { action: "bulk-select#toggleGroupSelection" } %>
+      <%= tag.span "#{date.strftime('%b %d, %Y')} · #{transactions.size}" %>
+    </div>
+
+    <%= tag.span format_money(-transactions.sum(&:amount_money)) %>
+  </div>
+  <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
+    <%= render transactions %>
+  </div>
+</div>
--- a/app/views/transactions/_empty.html.erb
+++ b/app/views/transactions/_empty.html.erb
@@ -0,0 +1,4 @@
+<div class="flex flex-col items-center justify-center py-40">
+  <p class="text-gray-500 mb-2"><%= t(".title") %></p>
+  <p class="text-gray-400 max-w-xs text-center"><%= t(".description") %></p>
+</div>
--- a/app/views/transactions/_filter.html.erb
+++ b/app/views/transactions/_filter.html.erb
@@ -1,48 +0,0 @@
-<%# locals: (filter:) %>
-<div class="flex items-center gap-1 text-sm border border-alpha-black-200 rounded-3xl p-1.5">
-  <% case filter[:type] %>
-  <% when "account" %>
-    <div class="flex items-center gap-2">
-      <div class="w-5 h-5 bg-blue-600/10 text-xs flex items-center justify-center rounded-full"><%= filter[:value].name[0].upcase %></div>
-      <p><%= filter[:value].name %></p>
-    </div>
-  <% when "category" %>
-    <div class="flex items-center gap-2">
-      <div class="w-2 h-4 text-xs flex items-center justify-center rounded-full" style="background-color: <%= filter[:value].color %>"></div>
-      <p><%= filter[:value].name %></p>
-    </div>
-  <% when "merchant" %>
-    <div class="flex items-center gap-2">
-      <div class="w-2 h-4 text-xs flex items-center justify-center rounded-full" style="background-color: <%= filter[:value].color %>"></div>
-      <p><%= filter[:value].name %></p>
-    </div>
-  <% when "search" %>
-    <div class="flex items-center gap-2">
-      <%= lucide_icon "text", class: "w-5 h-5 text-gray-500" %>
-      <p><%= "\"#{filter[:value]}\"".truncate(20) %></p>
-    </div>
-  <% when "date_range" %>
-    <div class="flex items-center gap-2">
-      <%= lucide_icon "calendar", class: "w-5 h-5 text-gray-500" %>
-      <p>
-        <% if filter[:value][:gteq] && filter[:value][:lteq] %>
-          <%= filter[:value][:gteq] %> &rarr; <%= filter[:value][:lteq] %>
-        <% elsif filter[:value][:gteq] %>
-          on or after <%= filter[:value][:gteq] %>
-        <% elsif filter[:value][:lteq] %>
-          on or before <%= filter[:value][:lteq] %>
-        <% end %>
-      </p>
-    </div>
-  <% end %>
-  <%= form_with url: search_transactions_path, html: { class: "flex items-center" } do |form| %>
-    <%= form.hidden_field :remove_param, value: filter[:original][:key] %>
-    <% if filter[:original][:value] %>
-      <%= form.hidden_field :remove_param_value, value: filter[:original][:value] %>
-    <% else %>
-    <% end %>
-    <%= form.button type: "submit", class: "hover:text-gray-900" do %>
-      <%= lucide_icon "x", class: "w-4 h-4 text-gray-500" %>
-    <% end %>
-  <% end %>
-</div>
--- a/app/views/transactions/_filters.html.erb
+++ b/app/views/transactions/_filters.html.erb
@@ -1,10 +0,0 @@
-<%# locals: (filters:) %>
-<div>
-  <%= turbo_frame_tag "transactions_filters" do %>
-    <div class="flex items-center flex-wrap gap-2">
-      <% filters.each do |filter| %>
-        <%= render partial: "transactions/filter", locals: { filter: filter } %>
-      <% end %>
-    </div>
-  <% end %>
-</div>
--- a/app/views/transactions/_header.html.erb
+++ b/app/views/transactions/_header.html.erb
@@ -0,0 +1,33 @@
+<header class="flex justify-between items-center text-gray-900 font-medium">
+  <h1 class="text-xl">Transactions</h1>
+  <div class="flex items-center gap-5">
+    <div class="flex items-center gap-2">
+      <%= contextual_menu do %>
+        <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+          <%= link_to transaction_categories_path,
+                      class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
+            <%= lucide_icon "tags", class: "w-5 h-5 text-gray-500" %>
+            <span class="text-black"><%= t(".edit_categories") %></span>
+          <% end %>
+
+          <%= link_to imports_path,
+                      class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
+            <%= lucide_icon "hard-drive-upload", class: "w-5 h-5 text-gray-500" %>
+            <span class="text-black"><%= t(".edit_imports") %></span>
+          <% end %>
+        </div>
+
+      <% end %>
+
+      <%= link_to new_import_path(enable_type_selector: true), class: "rounded-lg bg-gray-50 border border-gray-200 flex items-center gap-1 justify-center px-3 py-2", data: { turbo_frame: "modal" } do %>
+        <%= lucide_icon("download", class: "text-gray-500 w-4 h-4") %>
+        <p class="text-sm font-medium text-gray-900"><%= t(".import") %></p>
+      <% end %>
+
+      <%= link_to new_transaction_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">New transaction</p>
+      <% end %>
+    </div>
+  </div>
+</header>
--- a/app/views/transactions/_list.html.erb
+++ b/app/views/transactions/_list.html.erb
@@ -1,32 +0,0 @@
-<%# locals: (transactions:, pagy:) %>
-<div>
-  <%= turbo_frame_tag "transactions_list" do %>
-    <% if transactions.empty? %>
-      <div class="flex flex-col items-center justify-center py-40">
-        <p class="text-gray-500 mb-2">No transactions found</p>
-        <p class="text-gray-400 max-w-xs text-center">Try adding a transaction, editing filters or refining your search</p>
-      </div>
-    <% else %>
-      <div class="bg-gray-25 rounded-xl px-5 py-3 text-xs font-medium text-gray-500 flex items-center gap-6 mb-4">
-        <div class="w-96">
-          <p class="uppercase">transaction</p>
-        </div>
-        <div class="w-48">
-          <p class="uppercase">category</p>
-        </div>
-        <div class="grow uppercase flex justify-between items-center gap-5 text-xs font-medium text-gray-500">
-          <p>account</p>
-          <p>amount</p>
-        </div>
-      </div>
-      <div class="space-y-6">
-        <%= render partial: "transactions/transaction_group", collection: transactions.group_by(&:date), as: :transaction_group %>
-      </div>
-    <% end %>
-    <% if pagy.pages > 1 %>
-      <nav class="flex items-center justify-center px-4 mt-4 sm:px-0">
-        <%= render partial: "transactions/pagination", locals: { pagy: pagy } %>
-      </nav>
-    <% end %>
-  <% end %>
-</div>
--- a/app/views/transactions/_name.html.erb
+++ b/app/views/transactions/_name.html.erb
@@ -0,0 +1,16 @@
+<%= content_tag :div, class: ["flex items-center gap-2"] do %>
+  <div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
+    <%= transaction.name[0].upcase %>
+  </div>
+
+  <div class="truncate text-gray-900">
+    <% if transaction.new_record? %>
+      <%= content_tag :p, transaction.name %>
+    <% else %>
+      <%= link_to transaction.name,
+                  transaction_path(transaction),
+                  data: { turbo_frame: "drawer" },
+                  class: "hover:underline hover:text-gray-800" %>
+    <% end %>
+  </div>
+<% end %>
--- a/app/views/transactions/_pagination.html.erb
+++ b/app/views/transactions/_pagination.html.erb
@@ -1,24 +1,7 @@
-<!-- start mobile pagination -->
-  <div class="flex flex-1 justify-center md:hidden">
-    <% if pagy.prev %>
-      <%= link_to "Previous", pagy_url_for(pagy, pagy.prev), class: "relative inline-flex items-center rounded-md border border-gray-300 bg-white px-4 py-2 text-sm font-medium text-gray-500 hover:bg-gray-50" %>
-    <% else %>
-      <div class="relative inline-flex items-center rounded-md border border-gray-300 bg-white px-4 py-2 text-sm font-medium text-gray-200">Previous</div>
-    <% end %>
-
-    <% if pagy.next %>
-      <%= link_to "Next", pagy_url_for(pagy, pagy.next), class: "relative ml-3 inline-flex items-center rounded-md border border-gray-300 bg-white px-4 py-2 text-sm font-medium text-gray-500 hover:bg-gray-50" %>
-    <% else %>
-      <div class="relative ml-3  inline-flex items-center rounded-md border border-gray-300 bg-white px-4 py-2 text-sm font-medium text-gray-200">Next</div>
-    <% end %>
-  </div>
-<!-- end mobile pagination -->
-
-<!-- start desktop pagination -->
-<div class="hidden md:-mt-px md:flex">
+<nav class="flex items-center justify-center px-4 mt-4 sm:px-0">
  <div>
    <% if pagy.prev %>
-      <%= link_to pagy_url_for(pagy, pagy.prev), class: "inline-flex items-center  px-3 py-3 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700" do %>
+      <%= link_to pagy_url_for(pagy, pagy.prev), class: "inline-flex items-center px-3 py-3 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700" do %>
        <%= lucide_icon("chevron-left", class: "w-5 h-5 text-gray-500") %>
      <% end %>
    <% else %>
@@ -30,7 +13,7 @@
  <div class="bg-gray-25 rounded-xl">
    <% pagy.series.each do |series_item| %>
      <% if series_item.is_a?(Integer) %>
-        <%= link_to pagy_url_for(pagy, series_item), class: "inline-flex items-center  px-3 py-3 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700" do %>
+        <%= link_to pagy_url_for(pagy, series_item), class: "inline-flex items-center px-3 py-3 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700" do %>
          <%= series_item %>
        <% end %>
      <% elsif series_item.is_a?(String) %>
@@ -42,16 +25,15 @@
      <% end %>
    <% end %>
  </div>
-    <div>
-      <% if pagy.next %>
-        <%= link_to pagy_url_for(pagy, pagy.next), class: "inline-flex items-center  px-3 py-3 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700" do %>
-          <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
-        <% end %>
-      <% else %>
-        <div class="inline-flex items-center px-3 py-3 text-sm font-medium hover:border-gray-300">
-          <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-200") %>
-        </div>
+  <div>
+    <% if pagy.next %>
+      <%= link_to pagy_url_for(pagy, pagy.next), class: "inline-flex items-center px-3 py-3 text-sm font-medium text-gray-500 hover:border-gray-300 hover:text-gray-700" do %>
+        <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-500") %>
      <% end %>
-    </div>
-</div>
-<!-- end desktop pagination -->
+    <% else %>
+      <div class="inline-flex items-center px-3 py-3 text-sm font-medium hover:border-gray-300">
+        <%= lucide_icon("chevron-right", class: "w-5 h-5 text-gray-200") %>
+      </div>
+    <% end %>
+  </div>
+</nav>
--- a/app/views/transactions/_search_form.html.erb
+++ b/app/views/transactions/_search_form.html.erb
@@ -1,55 +0,0 @@
-<%# locals: (q:) %>
-<div>
-  <%= turbo_frame_tag "transactions_search_form" do %>
-    <%= search_form_for @q, url: search_transactions_path, html: { method: :post, data: { turbo_frame: "transactions_list" } } do |form| %>
-      <div class="flex gap-2 mb-4">
-        <div class="grow">
-          <%= render partial: "transactions/search_form/search_filter", locals: { form: form } %>
-        </div>
-        <div data-controller="menu" class="relative">
-          <button data-menu-target="button" type="button" class="border border-gray-200 block h-full rounded-lg flex items-center gap-2 px-4">
-            <%= lucide_icon("list-filter", class: "w-5 h-5 text-gray-500") %>
-            <p class="text-sm font-medium text-gray-900">Filter</p>
-          </button>
-          <div
-            data-menu-target="content"
-            data-controller="tabs"
-            data-tabs-active-class="bg-gray-25 text-gray-900"
-            data-tabs-default-tab-value="<%= transaction_filter_id(transaction_filter_by_name("Account")) %>"
-            class="hidden absolute flex z-10 h-80 w-[540px] top-12 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs">
-            <div class="flex w-44 flex-col items-start p-3 text-sm font-medium text-gray-500 border-r border-r-alpha-black-25">
-              <% transaction_filters.each do |filter| %>
-                <button
-                  class="flex text-gray-500 hover:bg-gray-25 items-center gap-2 px-3 rounded-md py-2 w-full"
-                  type="button"
-                  data-id="<%= transaction_filter_id(filter) %>"
-                  data-tabs-target="btn"
-                  data-action="tabs#select">
-                  <%= lucide_icon(filter[:icon], class: "w-5 h-5") %>
-                  <span class="text-sm font-medium"><%= filter[:name] %></span>
-                </button>
-              <% end %>
-            </div>
-            <div class="flex flex-col grow">
-              <div class="grow p-2 border-b border-b-alpha-black-25 overflow-y-auto">
-                <% transaction_filters.each do |filter| %>
-                  <div id="<%= transaction_filter_id(filter) %>" data-tabs-target="tab">
-                    <%= render partial: "transactions/search_form/#{filter[:partial]}", locals: { form: form } %>
-                  </div>
-                <% end %>
-              </div>
-              <div class="flex justify-end items-center gap-2 bg-white p-3">
-                <%= button_tag type: "reset", data: { action: "menu#close" }, class: "py-2 px-3 bg-gray-50 rounded-lg text-sm text-gray-900 font-medium" do %>
-                  Cancel
-                <% end %>
-                <%= button_tag type: "submit", class: "py-2 px-3 bg-gray-900 rounded-lg text-sm text-white font-medium" do %>
-                  Apply
-                <% end %>
-              </div>
-            </div>
-          </div>
-        </div>
-      </div>
-    <% end %>
-  <% end %>
-</div>
--- a/app/views/transactions/_selection_bar.html.erb
+++ b/app/views/transactions/_selection_bar.html.erb
@@ -0,0 +1,24 @@
+<div class="fixed bottom-6 z-10 flex items-center justify-between rounded-xl bg-gray-900 px-4 text-sm text-white w-[420px] py-1.5">
+  <div class="flex items-center gap-2">
+    <%= check_box_tag "transaction_selection", 1, true, class: "maybe-checkbox maybe-checkbox--dark", data: { action: "bulk-select#deselectAll" } %>
+
+    <p data-bulk-select-target="selectionBarText"></p>
+  </div>
+
+  <div class="flex items-center gap-1 text-gray-500">
+    <%= turbo_frame_tag "bulk_transaction_edit_drawer" %>
+
+    <%= link_to bulk_edit_transactions_path,
+                class: "p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md",
+                title: "Edit",
+                data: { turbo_frame: "bulk_transaction_edit_drawer" } do %>
+      <%= lucide_icon "pencil-line", class: "w-5 group-hover:text-white" %>
+    <% end %>
+
+    <%= form_with url: bulk_delete_transactions_path, builder: ActionView::Helpers::FormBuilder, data: { turbo_confirm: true } do %>
+      <button type="button" data-bulk-select-scope-param="bulk_delete" data-action="bulk-select#submitBulkRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Delete">
+        <%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
+      </button>
+    <% end %>
+  </div>
+</div>
--- a/app/views/transactions/_summary.html.erb
+++ b/app/views/transactions/_summary.html.erb
@@ -1,21 +1,19 @@
- <%# locals: (totals:) %>
-<%= turbo_frame_tag "transactions_summary" do %>
-  <div class="grid grid-cols-3 bg-white rounded-xl border border-alpha-black-25 shadow-xs px-4 divide-x divide-alpha-black-100">
-    <div class="p-4 space-y-2">
-      <p class="text-sm text-gray-500">Total transactions</p>
-      <p class="text-gray-900 font-medium text-xl"><%= totals[:count] %></p>
-    </div>
-    <div class="p-4 space-y-2">
-      <p class="text-sm text-gray-500">Income</p>
-      <p class="text-gray-900 font-medium text-xl">
-        <%= format_money totals[:income] %>
-      </p>
-    </div>
-    <div class="p-4 space-y-2">
-      <p class="text-sm text-gray-500">Expenses</p>
-      <p class="text-gray-900 font-medium text-xl">
-        <%= format_money totals[:expense] %>
-      </p>
-    </div>
+<%# locals: (totals:) %>
+<div class="grid grid-cols-3 bg-white rounded-xl border border-alpha-black-25 shadow-xs px-4 divide-x divide-alpha-black-100">
+  <div class="p-4 space-y-2">
+    <p class="text-sm text-gray-500">Total transactions</p>
+    <p class="text-gray-900 font-medium text-xl" id="total-transactions"><%= totals[:count] %></p>
  </div>
-<% end %>
+  <div class="p-4 space-y-2">
+    <p class="text-sm text-gray-500">Income</p>
+    <p class="text-gray-900 font-medium text-xl" id="total-income">
+      <%= format_money totals[:income] %>
+    </p>
+  </div>
+  <div class="p-4 space-y-2">
+    <p class="text-sm text-gray-500">Expenses</p>
+    <p class="text-gray-900 font-medium text-xl" id="total-expense">
+      <%= format_money totals[:expense] %>
+    </p>
+  </div>
+</div>
--- a/app/views/transactions/_transaction.html.erb
+++ b/app/views/transactions/_transaction.html.erb
@@ -1,22 +1,24 @@
-<%# locals: (transaction:) %>
-<%= turbo_frame_tag dom_id(transaction), class:"text-gray-900 flex items-center gap-6 py-4 text-sm font-medium px-4" do %>
-  <% if full_width_transaction_row?(request.path) %>
-    <%= link_to transaction_path(transaction), data: { turbo_frame: "modal" }, class: "group" do %>
-      <%= render partial: "transactions/transaction_name", locals: { name: transaction.name } %>
-    <% end %>
-    <div class="w-48">
-      <%= render partial: "transactions/categories/menu", locals: { transaction: } %>
+<%= turbo_frame_tag dom_id(transaction), class: "grid grid-cols-12 items-center text-gray-900 py-4 text-sm font-medium px-4" do %>
+  <div class="col-span-4 flex items-center gap-4">
+    <%= check_box_tag dom_id(transaction, "selection"),
+                      class: "maybe-checkbox maybe-checkbox--light",
+                      data: { id: transaction.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
+
+    <div class="max-w-full pr-10">
+      <%= render "transactions/name", transaction: transaction %>
    </div>
-    <div>
-      <p><%= transaction.account.name %></p>
-    </div>
-  <% else %>
-    <%= render partial: "transactions/transaction_name", locals: { name: transaction.name } %>
-    <div class="w-36">
-      <%= render partial: "transactions/categories/badge", locals: { category: transaction.category } %>
-    </div>
-  <% end %>
-  <div class="ml-auto">
-    <%= content_tag :p, format_money(-transaction.amount_money), class: ["whitespace-nowrap", { "text-green-600": transaction.amount.negative? }] %>
+  </div>
+
+  <div class="col-span-3">
+    <%= render "transactions/categories/menu", transaction: transaction %>
+  </div>
+
+  <%= link_to transaction.account.name,
+              account_path(transaction.account),
+              data: { turbo_frame: "_top" },
+              class: ["col-span-3 hover:underline"] %>
+
+  <div class="col-span-2 ml-auto">
+    <%= render "transactions/amount", transaction: transaction %>
  </div>
 <% end %>
--- a/app/views/transactions/_transaction_group.html.erb
+++ b/app/views/transactions/_transaction_group.html.erb
@@ -1,13 +0,0 @@
-<%# locals: (transaction_group:) %>
-<% date = transaction_group[0] %>
-<% transactions = transaction_group[1] %>
-
-<div class="bg-gray-25 rounded-xl p-1 w-full">
-  <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
-    <h4><%= date.strftime("%b %d, %Y") %> &middot; <%= transactions.size %></h4>
-    <span><%= format_money -transactions.sum(&:amount_money) %></span>
-  </div>
-  <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
-    <%= render partial: "transactions/transaction", collection: transactions %>
-  </div>
-</div>
--- a/app/views/transactions/_transaction_name.html.erb
+++ b/app/views/transactions/_transaction_name.html.erb
@@ -1,10 +0,0 @@
-<%# locals: (name:) %>
-
-<%= content_tag :div, class: ["flex items-center gap-2", { "w-40": !full_width_transaction_row?(request.path), "w-96": full_width_transaction_row?(request.path) }] do %>
-  <div class="w-8 h-8 flex items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
-    <%= name[0].upcase %>
-  </div>
-  <p class="text-gray-900 group-hover:underline group-hover:text-gray-800 truncate">
-    <%= name %>
-  </p>
-<% end %>
--- a/app/views/transactions/bulk_edit.html.erb
+++ b/app/views/transactions/bulk_edit.html.erb
@@ -0,0 +1,80 @@
+<%= turbo_frame_tag "bulk_transaction_edit_drawer" do %>
+  <dialog data-controller="modal"
+          data-action="click->modal#clickOutside"
+          class="bg-white border border-alpha-black-25 rounded-2xl max-h-[calc(100vh-32px)] max-w-[480px] w-full shadow-xs h-full mt-4 mr-4">
+    <%= form_with url: bulk_update_transactions_path, scope: "bulk_update", html: { class: "h-full" }, data: { turbo_frame: "_top" } do |form| %>
+      <div class="flex h-full flex-col justify-between p-4">
+        <div>
+          <div class="flex h-9 items-center justify-end">
+            <div data-action="click->modal#close" class="cursor-pointer">
+              <%= lucide_icon("x", class: "w-5 h-5 shrink-0") %>
+            </div>
+          </div>
+
+          <div class="flex flex-col overflow-scroll">
+            <div>
+              <header class="mb-4 space-y-1">
+                <h3 class="text-2xl font-medium" data-bulk-select-target="bulkEditDrawerTitle">
+                  Edit transactions
+                </h3>
+              </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 space-y-2">
+                    <%= form.date_field :date, label: t(".date"), max: Date.current %>
+                    <%= form.collection_select :category_id, Current.family.transaction_categories, :id, :name, { prompt: t(".select_category"), label: t(".category"), class: "text-gray-400" } %>
+                    <%= form.collection_select :merchant_id, Current.family.transaction_merchants, :id, :name, { prompt: t(".select_merchant"), label: t(".merchant"), class: "text-gray-400" } %>
+                  </div>
+                </details>
+
+                <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(".additional") %></h4>
+                    <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+                  </summary>
+
+                  <div>
+                    <%= form.text_area :notes, label: t(".note"), placeholder: t(".note_placeholder"), rows: 5 %>
+                  </div>
+                </details>
+
+                <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 class="flex cursor-pointer items-center justify-between gap-4 p-3 pb-6">
+                    <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">
+                      <%= form.check_box :excluded, class: "sr-only peer" %>
+                      <label for="bulk_update_excluded" class="maybe-switch"></label>
+                    </div>
+                  </div>
+                </details>
+              </div>
+            </div>
+          </div>
+        </div>
+        <div class="flex justify-end items-center gap-2">
+          <%= link_to t(".cancel"), transactions_path, class: "text-sm font-medium text-gray-900 px-3 py-2" %>
+
+          <%= tag.button t(".save"),
+                         type: "button",
+                         data: { "bulk-select-scope-param": "bulk_update", action: "bulk-select#submitBulkRequest" },
+                         class: "px-3 py-2 bg-gray-900 text-white text-sm font-medium rounded-lg" %>
+        </div>
+      </div>
+    <% end %>
+  </dialog>
+<% end %>
--- a/app/views/transactions/categories/dropdowns/_row.html.erb
+++ b/app/views/transactions/categories/dropdowns/_row.html.erb
@@ -2,7 +2,7 @@
 <% is_selected = category.id === @selected_category&.id %>

 <%= content_tag :div, class: ["filterable-item flex justify-between items-center border-none rounded-lg px-2 py-1 group w-full", { "bg-gray-25": is_selected }], data: { filter_name: category.name } do %>
-  <%= button_to transaction_path(@transaction, transaction: { category_id: category.id }), method: :patch, class: "flex w-full items-center gap-1.5 cursor-pointer" do %>
+  <%= button_to transaction_row_path(@transaction, transaction: { category_id: category.id }), method: :patch, data: { turbo_frame: dom_id(@transaction) }, class: "flex w-full items-center gap-1.5 cursor-pointer" do %>
    <span class="w-5 h-5">
      <%= lucide_icon("check", class: "w-5 h-5 text-gray-500") if is_selected %>
    </span>
--- a/app/views/transactions/categories/dropdowns/show.html.erb
+++ b/app/views/transactions/categories/dropdowns/show.html.erb
@@ -25,8 +25,9 @@
      <% end %>

      <% if @transaction.category %>
-        <%= button_to transaction_path(@transaction),
+        <%= button_to transaction_row_path(@transaction),
                      method: :patch,
+                      data: { turbo_frame: dom_id(@transaction) },
                      params: { transaction: { category_id: nil } },
                      class: "flex text-sm font-medium items-center gap-2 text-gray-500 w-full rounded-lg p-2 hover:bg-gray-100" do %>
          <%= lucide_icon "minus", class: "w-5 h-5" %>
--- a/app/views/transactions/edit.html.erb
+++ b/app/views/transactions/edit.html.erb
@@ -1,8 +0,0 @@
-<div class="mx-auto md:w-2/3 w-full">
-  <h1 class="font-bold text-4xl">Editing transaction</h1>
-
-  <%= render "form", transaction: @transaction %>
-
-  <%= link_to "Show this transaction", @transaction, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
-  <%= link_to "Back to transactions", transactions_path, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
-</div>
--- a/app/views/transactions/index.html.erb
+++ b/app/views/transactions/index.html.erb
@@ -1,43 +1,41 @@
 <div class="space-y-4">
-  <div class="flex justify-between items-center text-gray-900 font-medium">
-    <h1 class="text-xl">Transactions</h1>
-    <div class="flex items-center gap-5">
-      <div class="flex items-center gap-2">
-        <%= contextual_menu do %>
-          <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
-            <%= link_to transaction_categories_path,
-                        class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
-              <%= lucide_icon "tags", class: "w-5 h-5 text-gray-500" %>
-              <span class="text-black"><%= t(".edit_categories") %></span>
-            <% end %>
+  <%= render "header" %>

-            <%= link_to imports_path,
-                        class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
-              <%= lucide_icon "hard-drive-upload", class: "w-5 h-5 text-gray-500" %>
-              <span class="text-black"><%= t(".edit_imports") %></span>
-            <% end %>
-          </div>
+  <%= render partial: "transactions/summary", locals: { totals: @totals } %>

-        <% end %>
+  <div id="transactions" data-controller="bulk-select" data-bulk-select-resource-value="<%= t(".transaction") %>" class="bg-white rounded-xl border border-alpha-black-25 shadow-xs p-4 space-y-4">

-        <%= link_to new_import_path(enable_type_selector: true), class: "rounded-lg bg-gray-50 border border-gray-200 flex items-center gap-1 justify-center px-3 py-2", data: { turbo_frame: "modal" } do %>
-          <%= lucide_icon("download", class: "text-gray-500 w-4 h-4") %>
-          <p class="text-sm font-medium text-gray-900"><%= t(".import") %></p>
-        <% end %>
+    <%= render partial: "transactions/searches/search", locals: { transactions: @transactions } %>

-        <%= link_to new_transaction_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">New transaction</p>
+    <% if @transactions.present? %>
+      <div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
+        <%= render "selection_bar" %>
+      </div>
+
+      <div class="grid grid-cols-12 bg-gray-25 rounded-xl px-5 py-3 text-xs uppercase font-medium text-gray-500 items-center mb-4">
+        <div class="pl-0.5 col-span-4 flex items-center gap-4">
+          <%= check_box_tag "selection_transaction",
+                            class: "maybe-checkbox maybe-checkbox--light",
+                            data: { action: "bulk-select#togglePageSelection" } %>
+          <p class="col-span-4">transaction</p>
+        </div>
+
+        <p class="col-span-3 pl-4">category</p>
+        <p class="col-span-3">account</p>
+        <p class="col-span-2 justify-self-end">amount</p>
+      </div>
+      <div class="space-y-6">
+        <% @transactions.group_by(&:date).each do |date, transactions| %>
+          <%= render partial: "date_group", locals: { date:, transactions: } %>
        <% end %>
      </div>
-    </div>
-  </div>
-  <div>
-    <%= render partial: "transactions/summary", locals: { totals: @totals } %>
-  </div>
-  <div id="transactions" class="bg-white rounded-xl border border-alpha-black-25 shadow-xs p-4 space-y-4">
-    <%= render partial: "transactions/search_form", locals: { q: @q } %>
-    <%= render partial: "transactions/filters", locals: { filters: @filter_list } %>
-    <%= render partial: "transactions/list", locals: { transactions: @transactions, pagy: @pagy } %>
+    <% else %>
+      <%= render "empty" %>
+    <% end %>
+
+    <% if @pagy.pages > 1 %>
+      <%= render "pagination", pagy: @pagy %>
+    <% end %>
+
  </div>
 </div>
--- a/app/views/transactions/rows/show.html.erb
+++ b/app/views/transactions/rows/show.html.erb
@@ -0,0 +1 @@
+<%= render "transactions/transaction", transaction: @transaction %>
--- a/app/views/transactions/search_form/_date_filter.html.erb
+++ b/app/views/transactions/search_form/_date_filter.html.erb
@@ -1,5 +0,0 @@
-<%# locals: (form:) %>
-<div class="p-3">
-  <%= form.date_field :date_gteq, placeholder: "Start date", class: "block w-full border border-gray-200 rounded-md py-2 pl-3 pr-3 focus:border-gray-500 focus:ring-gray-500 sm:text-sm" %>
-  <%= form.date_field :date_lteq, placeholder: "End date", class: "block w-full border border-gray-200 rounded-md py-2 pl-3 pr-3 focus:border-gray-500 focus:ring-gray-500 sm:text-sm mt-2" %>
-</div>
--- a/app/views/transactions/search_form/_search_filter.html.erb
+++ b/app/views/transactions/search_form/_search_filter.html.erb
@@ -1,8 +0,0 @@
-<%# locals: (form:) %>
-<div class="relative flex items-center bg-white border border-gray-200 rounded-lg">
-  <%= form.search_field :category_name_or_merchant_name_or_account_name_or_name_cont,
-                                  placeholder: "Search transaction by name, merchant, category or amount",
-                                  class: "placeholder:text-sm placeholder:text-gray-500 relative pl-10 w-full border-none rounded-lg",
-                                  "data-auto-submit-form-target": "auto" %>
-  <%= lucide_icon("search", class: "w-5 h-5 text-gray-500 ml-2 absolute inset-0 transform top-1/2 -translate-y-1/2") %>
-</div>
--- a/app/views/transactions/searches/_form.html.erb
+++ b/app/views/transactions/searches/_form.html.erb
@@ -0,0 +1,27 @@
+<%# locals: (transactions:) %>
+<%= form_with url: transactions_path,
+              id: "transactions-search",
+              scope: :q,
+              method: :get,
+              data: { controller: "auto-submit-form" } do |form| %>
+  <div class="flex gap-2 mb-4">
+    <div class="grow">
+      <div class="relative flex items-center bg-white border border-gray-200 rounded-lg">
+        <%= form.text_field :search,
+                            placeholder: "Search transactions by name",
+                            value: @q[:search],
+                            class: "placeholder:text-sm placeholder:text-gray-500 relative pl-10 w-full border-none rounded-lg",
+                            "data-auto-submit-form-target": "auto" %>
+        <%= lucide_icon("search", class: "w-5 h-5 text-gray-500 ml-2 absolute inset-0 transform top-1/2 -translate-y-1/2") %>
+      </div>
+    </div>
+    <div data-controller="menu" class="relative">
+      <button id="transaction-filters-button" data-menu-target="button" type="button" class="border border-gray-200 block h-full rounded-lg flex items-center gap-2 px-4">
+        <%= lucide_icon("list-filter", class: "w-5 h-5 text-gray-500") %>
+        <p class="text-sm font-medium text-gray-900">Filter</p>
+      </button>
+
+      <%= render "transactions/searches/menu", form: form %>
+    </div>
+  </div>
+<% end %>
--- a/app/views/transactions/searches/_menu.html.erb
+++ b/app/views/transactions/searches/_menu.html.erb
@@ -0,0 +1,37 @@
+<div
+  id="transaction-filters-menu"
+  data-menu-target="content"
+  data-controller="tabs"
+  data-tabs-active-class="bg-gray-25 text-gray-900"
+  data-tabs-default-tab-value="<%= get_default_transaction_search_filter[:key] %>"
+  class="hidden absolute flex z-10 h-80 w-[540px] top-12 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs">
+  <div class="flex w-44 flex-col items-start p-3 text-sm font-medium text-gray-500 border-r border-r-alpha-black-25">
+    <% transaction_search_filters.each do |filter| %>
+      <button
+        class="flex text-gray-500 hover:bg-gray-25 items-center gap-2 px-3 rounded-md py-2 w-full"
+        type="button"
+        data-id="<%= filter[:key] %>"
+        data-tabs-target="btn"
+        data-action="tabs#select">
+        <%= lucide_icon(filter[:icon], class: "w-5 h-5") %>
+        <span class="text-sm font-medium"><%= filter[:name] %></span>
+      </button>
+    <% end %>
+  </div>
+
+  <div class="flex flex-col grow">
+    <div class="grow p-2 border-b border-b-alpha-black-25 overflow-y-auto">
+      <% transaction_search_filters.each do |filter| %>
+        <div id="<%= filter[:key] %>" data-tabs-target="tab">
+          <%= render partial: get_transaction_search_filter_partial_path(filter), locals: { form: form } %>
+        </div>
+      <% end %>
+    </div>
+    <div class="flex justify-end items-center gap-2 bg-white p-3">
+      <%= button_tag type: "reset", data: { action: "menu#close" }, class: "py-2 px-3 bg-gray-50 rounded-lg text-sm text-gray-900 font-medium" do %>
+        Cancel
+      <% end %>
+      <%= form.submit "Apply", name: nil, class: "py-2 px-3 bg-gray-900 rounded-lg text-sm text-white font-medium" %>
+    </div>
+  </div>
+</div>
--- a/app/views/transactions/searches/_search.html.erb
+++ b/app/views/transactions/searches/_search.html.erb
@@ -0,0 +1,11 @@
+<%= render partial: "transactions/searches/form", locals: { transactions: transactions } %>
+
+<ul id="transaction-search-filters" class="flex items-center flex-wrap gap-2">
+  <% @q.each do |param_key, param_value| %>
+    <% unless param_value.blank? %>
+      <% Array(param_value).each do |value| %>
+        <%= render partial: "transactions/searches/filters/badge", locals: { param_key: param_key, param_value: value } %>
+      <% end %>
+    <% end %>
+  <% end %>
+</ul>
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Zach Gollwitzer	773cd0da71	Bump to 0.1.0-alpha.6 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-06-14 16:50:08 -04:00
Mattia	5da34c4609	Changelog page that pulls from Github Release notes (#867 ) * Changelog page that pulls from Github Release notes * Review changelog page styles * Move changelog page title to i18n translations	2024-06-14 16:40:50 -04:00
Zach Gollwitzer	957584b69c	Clean up sync logic (#871 )	2024-06-13 17:03:38 -04:00
Zach Gollwitzer	d0a15b8a98	Improve self hosting docs and UI (#870 )	2024-06-13 16:19:05 -04:00
Zach Gollwitzer	9956a9540e	Add institution management and account editing controls (#868 ) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization	2024-06-13 14:37:27 -04:00
Zach Gollwitzer	8c1a7af37f	Allow for optional start date on account creation (#866 )	2024-06-13 09:16:00 -04:00
Zach Gollwitzer	c5704ffd45	Improve account internal linking and redirect behavior (#864 ) * Fix transaction row link and overflow * Allow user to access imports from account page * Clean up accounts controller, add link to account page from settings * Add link to accounts management from accounts summary page * Cleanup styles	2024-06-11 18:47:38 -04:00
Zach Gollwitzer	8372e26864	Allow optional import fields (#865 )	2024-06-11 18:46:44 -04:00
dependabot[bot]	6477c0f766	Bump aws-sdk-s3 from 1.151.0 to 1.152.0 (#854 ) Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.151.0 to 1.152.0. - [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>	2024-06-10 12:39:15 -04:00
dependabot[bot]	2a8bb57c9c	Bump pagy from 8.4.1 to 8.4.4 (#853 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.1 to 8.4.4. - [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/8.4.1...8.4.4) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:38:44 -04:00
dependabot[bot]	2f432ec0c3	Bump good_job from 3.29.2 to 3.29.3 (#851 ) Bumps [good_job](https://github.com/bensheldon/good_job) from 3.29.2 to 3.29.3. - [Release notes](https://github.com/bensheldon/good_job/releases) - [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md) - [Commits](https://github.com/bensheldon/good_job/compare/v3.29.2...v3.29.3) --- updated-dependencies: - dependency-name: good_job dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:38:25 -04:00
dependabot[bot]	e3269e8981	Bump faraday from 2.9.0 to 2.9.1 (#850 ) Bumps [faraday](https://github.com/lostisland/faraday) from 2.9.0 to 2.9.1. - [Release notes](https://github.com/lostisland/faraday/releases) - [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md) - [Commits](https://github.com/lostisland/faraday/compare/v2.9.0...v2.9.1) --- updated-dependencies: - dependency-name: faraday dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:37:59 -04:00
dependabot[bot]	8f891b8d8c	Bump tailwindcss-rails from 2.6.0 to 2.6.1 (#848 ) Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.0 to 2.6.1. - [Release notes](https://github.com/rails/tailwindcss-rails/releases) - [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md) - [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.0...v2.6.1) --- 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>	2024-06-10 12:37:04 -04:00
dependabot[bot]	775921092c	Bump rails from `8e7eb03` to `f9c847f` (#855 ) Bumps [rails](https://github.com/rails/rails) from `8e7eb03` to `f9c847f`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`8e7eb03d99...f9c847fac1`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:36:08 -04:00
dependabot[bot]	83e2bfceb8	Bump lucide-rails from `6170b3a` to `79d9895` (#849 ) Bumps [lucide-rails](https://github.com/maybe-finance/lucide-rails) from `6170b3a` to `79d9895`. - [Commits](`6170b3a0ec...79d989593e`) --- updated-dependencies: - dependency-name: lucide-rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:32:25 -04:00
Zach Gollwitzer	87a40aafeb	Bump to v0.1.0-alpha.5 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-06-07 19:29:01 -04:00
Zach Gollwitzer	a681e73fea	Enable bulk editing of transactions (#846 )	2024-06-07 18:59:46 -04:00
Zach Gollwitzer	d3f9be15f1	Bulk transaction deletion (#845 ) * Clean up transaction show view, add delete button * Clean up tailwind global styles, add switch * Bulk deletion controller and tests * Normalize translations * Add bulk deletion button and form	2024-06-07 16:56:30 -04:00
Zach Gollwitzer	115f792198	Add bulk selection UI controls (#840 ) * Add bulk selection UI * Handle bulk selection with Stimulus controller instead of session * Update tests * Remove stale routes * Remove old system test helper methods	2024-06-07 12:44:06 -04:00
dependabot[bot]	e4ac5c87e4	Bump rails from `c1f1b14` to `8e7eb03` (#828 ) Bumps [rails](https://github.com/rails/rails) from `c1f1b14` to `8e7eb03`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`c1f1b14adc...8e7eb03d99`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-03 08:41:06 -04:00
dependabot[bot]	a4fef176e8	Bump pagy from 8.4.0 to 8.4.1 (#825 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.0 to 8.4.1. - [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/8.4.0...8.4.1) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-03 08:33:46 -04:00
dependabot[bot]	ee5fc2be38	Bump ruby-lsp-rails from 0.3.6 to 0.3.7 (#826 ) Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.6 to 0.3.7. - [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases) - [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.6...v0.3.7) --- 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>	2024-06-03 08:33:35 -04:00
Zach Gollwitzer	28524b3f08	Bump to v0.1.0-alpha.4 (#822 )	2024-05-31 14:09:12 -04:00
Zach Gollwitzer	bcbb37a146	Client-side validation for Decimal precision of 19,4 (#821 )	2024-05-30 22:07:47 -04:00
Zach Gollwitzer	de53a50e45	Sync account after transaction import (#820 )	2024-05-30 22:06:32 -04:00
Zach Gollwitzer	32e647f0fb	Support 32 and 64 bit ARM architectures for Docker image Fixes #816 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-05-30 21:42:09 -04:00
Zach Gollwitzer	4ebc08e5a4	Transactions cleanup (#817 ) An overhaul and cleanup of the transactions feature including: - Simplification of transactions search and filtering - Consolidation of account sync logic after transaction change - Split sidebar modal and modal into "drawer" and "modal" concepts - Refactor of transaction partials and folder organization - Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates - Refactored and added several integration and systems tests	2024-05-30 20:55:18 -04:00
Zach Gollwitzer	ee162bbef7	Reuse ci workflow (#819 )	2024-05-30 15:44:16 -04:00
Zach Gollwitzer	df391e0a14	Update issue templates	2024-05-28 13:23:15 -04:00
Jakub Kottnauer	6182a62573	Sort accounts in the sidebar (#815 )	2024-05-28 13:22:04 -04:00
dependabot[bot]	981a1cb2ee	Bump rails from `ed50b93` to `c1f1b14` (#814 ) Bumps [rails](https://github.com/rails/rails) from `ed50b93` to `c1f1b14`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`ed50b93ebc...c1f1b14adc`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-05-27 12:11:53 -04:00
dependabot[bot]	e0d8499a8c	Bump propshaft from 0.8.0 to 0.9.0 (#812 ) Bumps [propshaft](https://github.com/rails/propshaft) from 0.8.0 to 0.9.0. - [Release notes](https://github.com/rails/propshaft/releases) - [Commits](https://github.com/rails/propshaft/compare/v0.8.0...v0.9.0) --- 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>	2024-05-27 12:10:42 -04:00
Jakub Kottnauer	483d67846c	Fix foreign account sync crash (#794 ) * Fix foreign account sync crash * Refactor synth provider and show UI error if not configured * Generate error message on missing exchange rates while converting balances * Ignore sync messaged in i18n-tasks unused * Generate missing exchange rate error during entry normalization * Update alert classes	2024-05-27 12:10:28 -04:00
dependabot[bot]	e9c8897eaf	Bump webmock from 3.23.0 to 3.23.1 (#813 ) Bumps [webmock](https://github.com/bblimke/webmock) from 3.23.0 to 3.23.1. - [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md) - [Commits](https://github.com/bblimke/webmock/compare/v3.23.0...v3.23.1) --- updated-dependencies: - dependency-name: webmock 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>	2024-05-27 11:28:46 -04:00
dependabot[bot]	9e09931c0e	Bump good_job from 3.28.3 to 3.29.2 (#811 ) Bumps [good_job](https://github.com/bensheldon/good_job) from 3.28.3 to 3.29.2. - [Release notes](https://github.com/bensheldon/good_job/releases) - [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md) - [Commits](https://github.com/bensheldon/good_job/compare/v3.28.3...v3.29.2) --- updated-dependencies: - dependency-name: good_job dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-05-27 10:32:54 -04:00
Jakub Kottnauer	98f3f172a9	Validate transaction filtering params (#810 )	2024-05-27 10:01:08 -04:00
pea-sys	0e15bda6eb	fix: png file can be selected as profile images (#809 ) Signed-off-by: pea-sys <49807271+pea-sys@users.noreply.github.com>	2024-05-26 08:55:31 -05:00
				`@@ -0,0 +1 @@`
				`<%= render "transactions/transaction", transaction: @transaction %>`