Bump to v0.2.0-alpha.1

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

.ai/cursorrules.md

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

.devcontainer/Dockerfile

@@ -1,4 +1,4 @@
-ARG RUBY_VERSION=3.3.1
+ARG RUBY_VERSION=3.3.4
 FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
@@ -17,4 +17,8 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
 RUN gem install bundler
 RUN gem install foreman
 
+# Install Node.js 20
+RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
+&& apt-get install -y nodejs
+
 WORKDIR /workspace

.devcontainer/devcontainer.json

@@ -10,5 +10,13 @@
   "remoteEnv": {
     "PATH": "/workspace/bin:${containerEnv:PATH}"
   },
-  "postCreateCommand": "bundle install"
+  "postCreateCommand": "bundle install && npm install",
+  "customizations": {
+    "vscode": {
+      "extensions": [
+        "biomejs.biome",
+        "EditorConfig.EditorConfig"
+      ]
+    }
+  }
 }

.editorconfig

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

.env.example

@@ -1,11 +1,24 @@
+# ================================ PLEASE READ ==========================================
+# This file outlines all the possible environment variables supported by the Maybe app.
+# 
+# This includes several features that are for our "hosted" version of Maybe, which most 
+# open-source contributors won't need.
+#
+# If you are developing locally, you should be referencing `.env.local.example` instead.
+# =======================================================================================
+
 # Custom port config
 # For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
-PORT=
+PORT=3000
 
-# Exchange Rate API
-# This is used to convert between different currencies in the app. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
+# Exchange Rate & US Stock Pricing API
+# This is used to convert between different currencies in the app. In addition, it fetches US stock prices. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
 SYNTH_API_KEY=
 
+# Non-US Stock Pricing API
+# This is used to fetch non-US stock prices. We use Marketstack.com for this and while they offer a free tier, it is quite limited. You'll almost certainly need their Basic plan, which is $9.99 per month.
+MARKETSTACK_API_KEY=
+
 # SMTP Configuration
 # This is only needed if you intend on sending emails from your Maybe instance (such as for password resets or email financial reports).
 # Resend.com is a good option that offers a free tier for sending emails.
@@ -15,7 +28,7 @@ SMTP_USERNAME=
 SMTP_PASSWORD=
 SMTP_TLS_ENABLED=true
 
-# Email Configuration
+# Address that emails are sent from
 EMAIL_SENDER=
 
 # Database Configuration
@@ -36,8 +49,8 @@ SENTRY_DSN=
 # This is useful for controlling who can sign up for your Maybe instance.
 REQUIRE_INVITE_CODE=false
 
-# Enables self hosting features
-SELF_HOSTING_ENABLED=false
+# Enables self hosting features (should be set to true for most folks)
+SELF_HOSTED=true
 
 # The hosting platform used to deploy the app (e.g. "render")
 # `localhost` (or unset) is used for local development and testing
@@ -86,3 +99,19 @@ GITHUB_REPO_BRANCH=main
 # S3_SECRET_ACCESS_KEY=
 # S3_REGION= # defaults to `us-east-1` if not set
 # S3_BUCKET=
+#
+# Cloudflare R2
+# =============
+# ACTIVE_STORAGE_SERVICE=cloudflare
+# CLOUDFLARE_ACCOUNT_ID=
+# CLOUDFLARE_ACCESS_KEY_ID=
+# CLOUDFLARE_SECRET_ACCESS_KEY=
+# CLOUDFLARE_BUCKET=
+
+# ======================================================================================================
+# Billing Module - responsible for handling billing
+# ======================================================================================================
+#
+STRIPE_PUBLISHABLE_KEY=
+STRIPE_SECRET_KEY=
+STRIPE_WEBHOOK_SECRET=

.env.local.example

@@ -0,0 +1,8 @@
+# To enable / disable self-hosting features.
+SELF_HOSTED=false
+
+# Enable Synth market data (careful, this will use your API credits)
+SYNTH_API_KEY=yourapikeyhere
+
+# Enable Marketstack market data (careful, this will use your API credits)
+MARKETSTACK_API_KEY=yourapikeyhere

.env.test

@@ -0,0 +1,8 @@
+SELF_HOSTED=false
+SYNTH_API_KEY=fookey
+
+# Set to true if you want SimpleCov reports generated
+COVERAGE=false
+
+# Set to true to run test suite serially
+DISABLE_PARALLELIZATION=false

.env.test.example

@@ -0,0 +1,17 @@
+# ================
+# Data Providers
+# ---------------------------------------------------------------------------------
+# Uncomment and fill in live keys when you need to generate a VCR cassette fixture
+# ================
+
+# SYNTH_API_KEY=<add live key here>
+
+# ================
+# Miscellaneous
+# ================
+
+# Set to true if you want SimpleCov reports generated
+COVERAGE=false
+
+# Set to true to run test suite serially
+DISABLE_PARALLELIZATION=false

.github/ISSUE_TEMPLATE/bug_report.md

@@ -2,16 +2,11 @@
 name: Bug report
 about: Create a report to help us improve
 title: 'Bug: '
-labels: ":bug: Bug, :rocket: Feature"
+labels: ":bug: Bug"
 assignees: ''
 
 ---
 
-**Where did this bug occur?**
-
-- [ ] Local development
-- [ ] Self hosted app (i.e. Docker)
-
 **Describe the bug**
 A clear and concise description of what the bug is.
 
@@ -25,6 +20,12 @@ Steps to reproduce the behavior:
 **Expected behavior**
 A clear and concise description of what you expected to happen.
 
+**What version of Maybe are you using?**
+This could be "Hosted" (i.e. app.maybe.co) or "Self-hosted". If "Self-hosted", please include the version you're currently on.
+
+**What operating system and browser are you using?**
+The more info the better.
+
 **Screenshots / Recordings**
 If applicable, add screenshots or short video recordings to help show the bug in more detail.
 

.github/workflows/ci.yml

@@ -1,7 +1,7 @@
 name: CI
 
 on:
-  pull_request:
+  workflow_call:
 
 jobs:
   scan_ruby:
@@ -52,13 +52,34 @@ jobs:
       - name: Lint code for consistent style
         run: bin/rubocop -f github
 
-      - name: Lint templates for consistent style
-        run: ./bin/erblint ./app/**/*.erb
+  lint_js:
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Setup Node.js environment
+        uses: actions/setup-node@v4
+        with:
+          node-version: "20"
+          cache: "npm"
+
+      - name: Install dependencies
+        run: npm install
+        shell: bash
+
+      - name: Lint/Format js code
+        run: npm run lint
 
   test:
     runs-on: ubuntu-latest
     timeout-minutes: 10
 
+    env:
+      DATABASE_URL: postgres://postgres:postgres@localhost:5432
+      RAILS_ENV: test
+
     services:
       postgres:
         image: postgres
@@ -82,16 +103,18 @@ 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
+
       - name: Keep screenshots from failed system tests
         uses: actions/upload-artifact@v4
         if: failure()

.github/workflows/pr.yml

@@ -0,0 +1,8 @@
+name: Pull Request
+
+on:
+  pull_request:
+
+jobs:
+  ci:
+    uses: ./.github/workflows/ci.yml

.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
 
@@ -102,14 +58,14 @@ jobs:
             type=raw,value=stable,enable=${{ startsWith(github.ref, 'refs/tags/v') }}
 
       - name: Build and push Docker image
-        uses: docker/build-push-action@v5
+        uses: docker/build-push-action@v6
         id: build
         with:
           context: .
           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

.gitignore

@@ -10,7 +10,8 @@
 # Ignore all environment files (except templates).
 /.env*
 !/.env*.erb
-!.env.example
+!.env.test
+!.env*.example
 
 # Ignore all logfiles and tempfiles.
 /log/*
@@ -42,7 +43,9 @@
 .idea
 
 # Ignore VS Code
-.vscode
+.vscode/*
+!.vscode/extensions.json
+!.vscode/*.code-snippets
 
 # Ignore macOS specific files
 */.DS_Store
@@ -51,7 +54,14 @@
 # Ignore .devcontainer files
 compose-dev.yaml
 
+# Ignore asdf ruby version file
+.tool-versions
+
 # Ignore GCP keyfile
 gcp-storage-keyfile.json
 
 coverage
+.cursorrules
+
+# Ignore node related files
+node_modules

.rubocop.yml

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

.ruby-version

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

Dockerfile

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

Gemfile

@@ -3,7 +3,7 @@ source "https://rubygems.org"
 ruby file: ".ruby-version"
 
 # Rails
-gem "rails", github: "rails/rails", branch: "7-2-stable"
+gem "rails", "~> 7.2.1"
 
 # Drivers
 gem "pg", "~> 1.5"
@@ -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"
@@ -41,27 +38,33 @@ gem "image_processing", ">= 1.2"
 gem "bcrypt", "~> 3.1"
 gem "faraday"
 gem "faraday-retry"
+gem "faraday-multipart"
 gem "inline_svg"
 gem "octokit"
 gem "pagy"
 gem "rails-settings-cached"
-gem "tzinfo-data", platforms: %i[ windows jruby ]
+gem "tzinfo-data", platforms: %i[windows jruby]
 gem "csv"
+gem "redcarpet"
+gem "stripe"
+gem "intercom-rails"
+gem "holidays"
 
 group :development, :test do
-  gem "debug", platforms: %i[ mri windows ]
+  gem "debug", platforms: %i[mri windows]
   gem "brakeman", require: false
   gem "rubocop-rails-omakase", require: false
   gem "i18n-tasks"
   gem "erb_lint"
+  gem "dotenv-rails"
 end
 
 group :development do
-  gem "dotenv-rails"
   gem "hotwire-livereload"
   gem "letter_opener"
   gem "ruby-lsp-rails"
   gem "web-console"
+  gem "faker"
 end
 
 group :test do

Gemfile.lock

@@ -1,137 +1,101 @@
 GIT
   remote: https://github.com/maybe-finance/lucide-rails.git
-  revision: 6170b3a0eceb43a8af6552638e9526673c356d0d
+  revision: 272e5fb8418ea458da3995d6abe0ba0ceee9c9f0
   specs:
     lucide-rails (0.2.0)
       railties (>= 4.1.0)
 
-GIT
-  remote: https://github.com/maybe-finance/ransack.git
-  revision: dec20edc9ccccac77f5b4b8a1c1a9f20dc58fa04
-  branch: main
+GEM
+  remote: https://rubygems.org/
   specs:
-    ransack (4.1.1)
-      activerecord (>= 6.1.5)
-      activesupport (>= 6.1.5)
-      i18n
-
-GIT
-  remote: https://github.com/rails/rails.git
-  revision: ed50b93ebcf3c1a92ac3481297c07c33d9f7c161
-  branch: 7-2-stable
-  specs:
-    actioncable (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actioncable (7.2.1.1)
+      actionpack (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       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 (7.2.1.1)
+      actionpack (= 7.2.1.1)
+      activejob (= 7.2.1.1)
+      activerecord (= 7.2.1.1)
+      activestorage (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       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 (7.2.1.1)
+      actionpack (= 7.2.1.1)
+      actionview (= 7.2.1.1)
+      activejob (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       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 (7.2.1.1)
+      actionview (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       nokogiri (>= 1.8.5)
       racc
-      rack (>= 2.2.4)
+      rack (>= 2.2.4, < 3.2)
       rack-session (>= 1.0.1)
       rack-test (>= 0.6.3)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
       useragent (~> 0.16)
-    actiontext (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actiontext (7.2.1.1)
+      actionpack (= 7.2.1.1)
+      activerecord (= 7.2.1.1)
+      activestorage (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionview (7.2.1.1)
+      activesupport (= 7.2.1.1)
       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 (7.2.1.1)
+      activesupport (= 7.2.1.1)
       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 (7.2.1.1)
+      activesupport (= 7.2.1.1)
+    activerecord (7.2.1.1)
+      activemodel (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       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 (7.2.1.1)
+      actionpack (= 7.2.1.1)
+      activejob (= 7.2.1.1)
+      activerecord (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
       marcel (~> 1.0)
-    activesupport (7.2.0.alpha)
+    activesupport (7.2.1.1)
       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 (>= 1.4.2)
       minitest (>= 5.1)
+      securerandom (>= 0.3)
       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)
-      bundler (>= 1.15.0)
-      railties (= 7.2.0.alpha)
-    railties (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
-      irb (~> 1.13)
-      rackup (>= 1.0.0)
-      rake (>= 12.2)
-      thor (~> 1.0, >= 1.2.2)
-      zeitwerk (~> 2.6)
-
-GEM
-  remote: https://rubygems.org/
-  specs:
-    addressable (2.8.6)
-      public_suffix (>= 2.0.2, < 6.0)
+    addressable (2.8.7)
+      public_suffix (>= 2.0.2, < 7.0)
     ast (2.4.2)
     aws-eventstream (1.3.0)
-    aws-partitions (1.930.0)
-    aws-sdk-core (3.196.1)
+    aws-partitions (1.992.0)
+    aws-sdk-core (3.210.0)
       aws-eventstream (~> 1, >= 1.3.0)
-      aws-partitions (~> 1, >= 1.651.0)
-      aws-sigv4 (~> 1.8)
+      aws-partitions (~> 1, >= 1.992.0)
+      aws-sigv4 (~> 1.9)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.81.0)
-      aws-sdk-core (~> 3, >= 3.193.0)
-      aws-sigv4 (~> 1.1)
-    aws-sdk-s3 (1.151.0)
-      aws-sdk-core (~> 3, >= 3.194.0)
+    aws-sdk-kms (1.95.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
+      aws-sigv4 (~> 1.5)
+    aws-sdk-s3 (1.169.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sdk-kms (~> 1)
-      aws-sigv4 (~> 1.8)
-    aws-sigv4 (1.8.0)
+      aws-sigv4 (~> 1.5)
+    aws-sigv4 (1.10.0)
       aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
@@ -144,11 +108,11 @@ GEM
       smart_properties
     bigdecimal (3.1.8)
     bindex (0.8.1)
-    bootsnap (1.18.3)
+    bootsnap (1.18.4)
       msgpack (~> 1.2)
-    brakeman (6.1.2)
+    brakeman (6.2.2)
       racc
-    builder (3.2.4)
+    builder (3.3.0)
     capybara (3.40.0)
       addressable
       matrix
@@ -160,7 +124,7 @@ GEM
       xpath (~> 3.2)
     childprocess (5.0.0)
     climate_control (1.2.0)
-    concurrent-ruby (1.2.3)
+    concurrent-ruby (1.3.4)
     connection_pool (2.4.1)
     crack (1.0.0)
       bigdecimal
@@ -172,47 +136,59 @@ GEM
       irb (~> 1.10)
       reline (>= 0.3.8)
     docile (1.4.0)
-    dotenv (3.1.2)
-    dotenv-rails (3.1.2)
-      dotenv (= 3.1.2)
+    dotenv (3.1.4)
+    dotenv-rails (3.1.4)
+      dotenv (= 3.1.4)
       railties (>= 6.1)
     drb (2.2.1)
-    erb_lint (0.5.0)
+    erb_lint (0.7.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
       rainbow
-      rubocop
+      rubocop (>= 1)
       smart_properties
-    erubi (1.12.0)
+    erubi (1.13.0)
     et-orbi (1.2.11)
       tzinfo
-    faraday (2.9.0)
-      faraday-net_http (>= 2.0, < 3.2)
-    faraday-net_http (3.1.0)
+    faker (3.5.1)
+      i18n (>= 1.8.11, < 2)
+    faraday (2.12.0)
+      faraday-net_http (>= 2.0, < 3.4)
+      json
+      logger
+    faraday-multipart (1.0.4)
+      multipart-post (~> 2)
+    faraday-net_http (3.3.0)
       net-http
     faraday-retry (2.2.1)
       faraday (~> 2.0)
-    ffi (1.16.3)
-    fugit (1.11.0)
+    ffi (1.17.0-aarch64-linux-gnu)
+    ffi (1.17.0-arm-linux-gnu)
+    ffi (1.17.0-arm64-darwin)
+    ffi (1.17.0-x86-linux-gnu)
+    ffi (1.17.0-x86_64-darwin)
+    ffi (1.17.0-x86_64-linux-gnu)
+    fugit (1.11.1)
       et-orbi (~> 1, >= 1.2.11)
       raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    good_job (3.28.3)
-      activejob (>= 6.0.0)
-      activerecord (>= 6.0.0)
-      concurrent-ruby (>= 1.0.2)
-      fugit (>= 1.1)
-      railties (>= 6.0.0)
-      thor (>= 0.14.1)
-    hashdiff (1.1.0)
+    good_job (4.4.2)
+      activejob (>= 6.1.0)
+      activerecord (>= 6.1.0)
+      concurrent-ruby (>= 1.3.1)
+      fugit (>= 1.11.0)
+      railties (>= 6.1.0)
+      thor (>= 1.0.0)
+    hashdiff (1.1.1)
     highline (3.0.1)
-    hotwire-livereload (1.4.0)
+    holidays (8.8.0)
+    hotwire-livereload (1.4.1)
       actioncable (>= 6.0.0)
       listen (>= 3.0.0)
       railties (>= 6.0.0)
-    i18n (1.14.5)
+    i18n (1.14.6)
       concurrent-ruby (~> 1.0)
     i18n-tasks (1.0.14)
       activesupport (>= 4.0.2)
@@ -224,18 +200,20 @@ GEM
       rails-i18n
       rainbow (>= 2.2.2, < 4.0)
       terminal-table (>= 1.5.1)
-    image_processing (1.12.2)
+    image_processing (1.13.0)
       mini_magick (>= 4.9.5, < 5)
       ruby-vips (>= 2.0.17, < 3)
-    importmap-rails (2.0.1)
+    importmap-rails (2.0.3)
       actionpack (>= 6.0.0)
       activesupport (>= 6.0.0)
       railties (>= 6.0.0)
-    inline_svg (1.9.0)
+    inline_svg (1.10.0)
       activesupport (>= 3.0)
       nokogiri (>= 1.6)
+    intercom-rails (1.0.1)
+      activesupport (> 4.0)
     io-console (0.7.2)
-    irb (1.13.1)
+    irb (1.14.1)
       rdoc (>= 4.0.0)
       reline (>= 0.4.2)
     jmespath (1.6.2)
@@ -249,6 +227,7 @@ GEM
     listen (3.9.0)
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
+    logger (1.6.1)
     loofah (2.22.0)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
@@ -259,15 +238,16 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
-    mini_magick (4.12.0)
+    mini_magick (4.13.2)
     mini_mime (1.1.5)
-    minitest (5.23.0)
-    mocha (2.3.0)
+    minitest (5.25.1)
+    mocha (2.4.5)
       ruby2_keywords (>= 0.0.5)
     msgpack (1.7.2)
+    multipart-post (2.4.1)
     net-http (0.4.1)
       uri
-    net-imap (0.4.11)
+    net-imap (0.5.0)
       date
       net-protocol
     net-pop (0.1.2)
@@ -277,42 +257,41 @@ GEM
     net-smtp (0.5.0)
       net-protocol
     nio4r (2.7.3)
-    nokogiri (1.16.5-aarch64-linux)
+    nokogiri (1.16.7-aarch64-linux)
       racc (~> 1.4)
-    nokogiri (1.16.5-arm-linux)
+    nokogiri (1.16.7-arm-linux)
       racc (~> 1.4)
-    nokogiri (1.16.5-arm64-darwin)
+    nokogiri (1.16.7-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.16.5-x86-linux)
+    nokogiri (1.16.7-x86-linux)
       racc (~> 1.4)
-    nokogiri (1.16.5-x86_64-darwin)
+    nokogiri (1.16.7-x86_64-darwin)
       racc (~> 1.4)
-    nokogiri (1.16.5-x86_64-linux)
+    nokogiri (1.16.7-x86_64-linux)
       racc (~> 1.4)
-    octokit (8.1.0)
-      base64
+    octokit (9.2.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (8.4.0)
-    parallel (1.24.0)
-    parser (3.3.1.0)
+    pagy (9.1.0)
+    parallel (1.26.3)
+    parser (3.3.5.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.6)
-    prism (0.27.0)
-    propshaft (0.8.0)
+    pg (1.5.8)
+    prism (1.2.0)
+    propshaft (1.1.0)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
       rack
       railties (>= 7.0.0)
     psych (5.1.2)
       stringio
-    public_suffix (5.0.5)
-    puma (6.4.2)
+    public_suffix (6.0.1)
+    puma (6.4.3)
       nio4r (~> 2.0)
     raabro (1.4.0)
-    racc (1.8.0)
-    rack (3.0.11)
+    racc (1.8.1)
+    rack (3.1.8)
     rack-session (2.0.0)
       rack (>= 3.0.0)
     rack-test (2.1.0)
@@ -320,6 +299,20 @@ GEM
     rackup (2.1.0)
       rack (>= 3)
       webrick (~> 1.8)
+    rails (7.2.1.1)
+      actioncable (= 7.2.1.1)
+      actionmailbox (= 7.2.1.1)
+      actionmailer (= 7.2.1.1)
+      actionpack (= 7.2.1.1)
+      actiontext (= 7.2.1.1)
+      actionview (= 7.2.1.1)
+      activejob (= 7.2.1.1)
+      activemodel (= 7.2.1.1)
+      activerecord (= 7.2.1.1)
+      activestorage (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
+      bundler (>= 1.15.0)
+      railties (= 7.2.1.1)
     rails-dom-testing (2.2.0)
       activesupport (>= 5.0.0)
       minitest
@@ -330,33 +323,42 @@ GEM
     rails-i18n (7.0.9)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
-    rails-settings-cached (2.9.4)
+    rails-settings-cached (2.9.5)
       activerecord (>= 5.0.0)
       railties (>= 5.0.0)
+    railties (7.2.1.1)
+      actionpack (= 7.2.1.1)
+      activesupport (= 7.2.1.1)
+      irb (~> 1.13)
+      rackup (>= 1.0.0)
+      rake (>= 12.2)
+      thor (~> 1.0, >= 1.2.2)
+      zeitwerk (~> 2.6)
     rainbow (3.1.1)
     rake (13.2.1)
     rb-fsevent (0.11.2)
-    rb-inotify (0.10.1)
+    rb-inotify (0.11.1)
       ffi (~> 1.0)
-    rdoc (6.6.3.1)
+    rbs (3.6.1)
+      logger
+    rdoc (6.7.0)
       psych (>= 4.0.0)
+    redcarpet (3.6.0)
     regexp_parser (2.9.2)
-    reline (0.5.7)
+    reline (0.5.10)
       io-console (~> 0.5)
-    rexml (3.2.8)
-      strscan (>= 3.0.9)
-    rubocop (1.63.5)
+    rexml (3.3.8)
+    rubocop (1.67.0)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 1.8, < 3.0)
-      rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
+      regexp_parser (>= 2.4, < 3.0)
+      rubocop-ast (>= 1.32.2, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
-    rubocop-ast (1.31.3)
+    rubocop-ast (1.32.3)
       parser (>= 3.3.1.0)
     rubocop-minitest (0.35.0)
       rubocop (>= 1.61, < 2.0)
@@ -374,30 +376,33 @@ GEM
       rubocop-minitest
       rubocop-performance
       rubocop-rails
-    ruby-lsp (0.16.6)
+    ruby-lsp (0.20.1)
       language_server-protocol (~> 3.17.0)
-      prism (>= 0.23.0, < 0.28)
+      prism (>= 1.2, < 2.0)
+      rbs (>= 3, < 4)
       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 (0.3.20)
+      ruby-lsp (>= 0.20.0, < 0.21.0)
     ruby-progressbar (1.13.0)
-    ruby-vips (2.2.1)
+    ruby-vips (2.2.2)
       ffi (~> 1.12)
+      logger
     ruby2_keywords (0.0.5)
     rubyzip (2.3.2)
     sawyer (0.9.2)
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
-    selenium-webdriver (4.21.1)
+    securerandom (0.3.1)
+    selenium-webdriver (4.25.0)
       base64 (~> 0.2)
+      logger (~> 1.4)
       rexml (~> 3.2, >= 3.2.5)
       rubyzip (>= 1.2.2, < 3.0)
       websocket (~> 1.0)
-    sentry-rails (5.17.3)
+    sentry-rails (5.21.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.17.3)
-    sentry-ruby (5.17.3)
+      sentry-ruby (~> 5.21.0)
+    sentry-ruby (5.21.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
     simplecov (0.22.0)
@@ -407,55 +412,52 @@ GEM
     simplecov-html (0.12.3)
     simplecov_json_formatter (0.1.4)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11383)
+    sorbet-runtime (0.5.11609)
     stackprof (0.2.26)
-    stimulus-rails (1.3.3)
+    stimulus-rails (1.3.4)
       railties (>= 6.0.0)
-    stringio (3.1.0)
-    strscan (3.1.0)
-    tailwindcss-rails (2.6.0)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-aarch64-linux)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-arm-linux)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-arm64-darwin)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-x86_64-darwin)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-x86_64-linux)
+    stringio (3.1.1)
+    stripe (13.0.1)
+    tailwindcss-rails (3.0.0)
       railties (>= 7.0.0)
+      tailwindcss-ruby
+    tailwindcss-ruby (3.4.14)
+    tailwindcss-ruby (3.4.14-aarch64-linux)
+    tailwindcss-ruby (3.4.14-arm-linux)
+    tailwindcss-ruby (3.4.14-arm64-darwin)
+    tailwindcss-ruby (3.4.14-x86_64-darwin)
+    tailwindcss-ruby (3.4.14-x86_64-linux)
     terminal-table (3.0.2)
       unicode-display_width (>= 1.1.1, < 3)
-    thor (1.3.1)
+    thor (1.3.2)
     timeout (0.4.1)
-    turbo-rails (2.0.5)
+    turbo-rails (2.0.11)
       actionpack (>= 6.0.0)
-      activejob (>= 6.0.0)
       railties (>= 6.0.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
-    unicode-display_width (2.5.0)
-    uri (0.13.0)
+    unicode-display_width (2.6.0)
+    uri (0.13.1)
     useragent (0.16.10)
-    vcr (6.2.0)
+    vcr (6.3.1)
+      base64
     web-console (4.2.1)
       actionview (>= 6.0.0)
       activemodel (>= 6.0.0)
       bindex (>= 0.4.0)
       railties (>= 6.0.0)
-    webmock (3.23.0)
+    webmock (3.24.0)
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    webrick (1.8.1)
-    websocket (1.2.10)
+    webrick (1.8.2)
+    websocket (1.2.11)
     websocket-driver (0.7.6)
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.14)
+    zeitwerk (2.7.1)
 
 PLATFORMS
   aarch64-linux
@@ -476,14 +478,18 @@ DEPENDENCIES
   debug
   dotenv-rails
   erb_lint
+  faker
   faraday
+  faraday-multipart
   faraday-retry
   good_job
+  holidays
   hotwire-livereload
   i18n-tasks
   image_processing (>= 1.2)
   importmap-rails
   inline_svg
+  intercom-rails
   letter_opener
   lucide-rails!
   mocha
@@ -492,9 +498,9 @@ DEPENDENCIES
   pg (~> 1.5)
   propshaft
   puma (>= 5.0)
-  rails!
+  rails (~> 7.2.1)
   rails-settings-cached
-  ransack!
+  redcarpet
   rubocop-rails-omakase
   ruby-lsp-rails
   selenium-webdriver
@@ -503,6 +509,7 @@ DEPENDENCIES
   simplecov
   stackprof
   stimulus-rails
+  stripe
   tailwindcss-rails
   turbo-rails
   tzinfo-data
@@ -511,7 +518,7 @@ DEPENDENCIES
   webmock
 
 RUBY VERSION
-   ruby 3.3.1p55
+   ruby 3.3.4p94
 
 BUNDLED WITH
    2.5.9

Procfile.dev

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

README.md

@@ -35,16 +35,21 @@ 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
+- Ruby 3.3.4
 - PostgreSQL >9.3 (ideally, latest stable version)
 
 After cloning the repo, the basic setup commands are:
 
 ```sh
 cd maybe
-cp .env.example .env
+cp .env.local.example .env.local
 bin/setup
 bin/dev
 

app/assets/images/discord-icon.svg

@@ -0,0 +1 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 127.14 96.36"><path fill="#5865f2" d="M107.7,8.07A105.15,105.15,0,0,0,81.47,0a72.06,72.06,0,0,0-3.36,6.83A97.68,97.68,0,0,0,49,6.83,72.37,72.37,0,0,0,45.64,0,105.89,105.89,0,0,0,19.39,8.09C2.79,32.65-1.71,56.6.54,80.21h0A105.73,105.73,0,0,0,32.71,96.36,77.7,77.7,0,0,0,39.6,85.25a68.42,68.42,0,0,1-10.85-5.18c.91-.66,1.8-1.34,2.66-2a75.57,75.57,0,0,0,64.32,0c.87.71,1.76,1.39,2.66,2a68.68,68.68,0,0,1-10.87,5.19,77,77,0,0,0,6.89,11.1A105.25,105.25,0,0,0,126.6,80.22h0C129.24,52.84,122.09,29.11,107.7,8.07ZM42.45,65.69C36.18,65.69,31,60,31,53s5-12.74,11.43-12.74S54,46,53.89,53,48.84,65.69,42.45,65.69Zm42.24,0C78.41,65.69,73.25,60,73.25,53s5-12.74,11.44-12.74S96.23,46,96.12,53,91.08,65.69,84.69,65.69Z"/></svg>

app/assets/images/github-icon.svg

@@ -0,0 +1 @@
+<svg width="98" height="96" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M48.854 0C21.839 0 0 22 0 49.217c0 21.756 13.993 40.172 33.405 46.69 2.427.49 3.316-1.059 3.316-2.362 0-1.141-.08-5.052-.08-9.127-13.59 2.934-16.42-5.867-16.42-5.867-2.184-5.704-5.42-7.17-5.42-7.17-4.448-3.015.324-3.015.324-3.015 4.934.326 7.523 5.052 7.523 5.052 4.367 7.496 11.404 5.378 14.235 4.074.404-3.178 1.699-5.378 3.074-6.6-10.839-1.141-22.243-5.378-22.243-24.283 0-5.378 1.94-9.778 5.014-13.2-.485-1.222-2.184-6.275.486-13.038 0 0 4.125-1.304 13.426 5.052a46.97 46.97 0 0 1 12.214-1.63c4.125 0 8.33.571 12.213 1.63 9.302-6.356 13.427-5.052 13.427-5.052 2.67 6.763.97 11.816.485 13.038 3.155 3.422 5.015 7.822 5.015 13.2 0 18.905-11.404 23.06-22.324 24.283 1.78 1.548 3.316 4.481 3.316 9.126 0 6.6-.08 11.897-.08 13.526 0 1.304.89 2.853 3.316 2.364 19.412-6.52 33.405-24.935 33.405-46.691C97.707 22 75.788 0 48.854 0z" fill="#24292f"/></svg>

app/assets/images/logo-squircle.svg

@@ -0,0 +1,160 @@
+<svg width="70" height="70" viewBox="0 0 70 70" fill="none" xmlns="http://www.w3.org/2000/svg">
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+<stop stop-color="white" stop-opacity="0"/>
+<stop offset="1" stop-color="white"/>
+</linearGradient>
+<linearGradient id="paint6_linear_4725_68011" x1="34.7726" y1="44.8492" x2="34.3788" y2="50.4814" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint7_linear_4725_68011" x1="49.5118" y1="43.415" x2="49.9057" y2="37.7829" gradientUnits="userSpaceOnUse">
+<stop stop-color="white" stop-opacity="0"/>
+<stop offset="1" stop-color="white"/>
+</linearGradient>
+<linearGradient id="paint8_linear_4725_68011" x1="20.7014" y1="35.7397" x2="20.3076" y2="41.3718" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint9_linear_4725_68011" x1="35.3373" y1="36.7452" x2="34.9435" y2="42.3773" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint10_linear_4725_68011" x1="26.6521" y1="27.7672" x2="26.2583" y2="33.3994" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+<linearGradient id="paint11_linear_4725_68011" x1="45.0885" y1="34.7142" x2="45.4823" y2="29.0821" gradientUnits="userSpaceOnUse">
+<stop stop-color="white" stop-opacity="0"/>
+<stop offset="1" stop-color="white"/>
+</linearGradient>
+<linearGradient id="paint12_linear_4725_68011" x1="45.8104" y1="20.962" x2="45.4166" y2="26.5941" gradientUnits="userSpaceOnUse">
+<stop stop-color="white" stop-opacity="0"/>
+<stop offset="1" stop-color="white"/>
+</linearGradient>
+<linearGradient id="paint13_linear_4725_68011" x1="27.0837" y1="19.6519" x2="26.6899" y2="25.284" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="white" stop-opacity="0"/>
+</linearGradient>
+</defs>
+</svg>

app/assets/images/stripe-logo.svg

@@ -0,0 +1,6 @@
+<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
+<g id="Frame 1321315963">
+<rect width="20" height="20" rx="10" fill="#635BFF"/>
+<path id="Vector" fill-rule="evenodd" clip-rule="evenodd" d="M9.35663 7.69056C9.35663 7.20077 9.75747 7.01238 10.4214 7.01238C11.3734 7.01238 12.5759 7.30124 13.5279 7.81615V4.86482C12.4882 4.45037 11.461 4.28711 10.4214 4.28711C7.87854 4.28711 6.1875 5.61835 6.1875 7.84127C6.1875 11.3075 10.9475 10.7549 10.9475 12.2494C10.9475 12.8271 10.4464 13.0155 9.74495 13.0155C8.70527 13.0155 7.37749 12.5885 6.32529 12.0108V14.9998C7.49023 15.5022 8.66769 15.7157 9.74495 15.7157C12.3504 15.7157 14.1416 14.4221 14.1416 12.1741C14.1291 8.43154 9.35663 9.09716 9.35663 7.69056Z" fill="white"/>
+</g>
+</svg>

app/assets/stylesheets/application.tailwind.css

@@ -4,48 +4,30 @@
 
 /* Reset rules, default styles applied to plain HTML */
 @layer base {
-  details > summary::-webkit-details-marker {
+  details>summary::-webkit-details-marker {
     @apply hidden;
   }
+
+  details>summary {
+    @apply list-none;
+  }
 }
 
 @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 flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-white border-alpha-black-100 shadow-xs w-full;
+    @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 text-xs text-gray-500 peer-disabled:text-gray-400;
   }
 
   .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 border-none bg-transparent text-sm opacity-100 w-full p-0;
+    @apply focus:opacity-100 focus:outline-none focus:ring-0;
     @apply placeholder-shown:opacity-50;
-    @apply disabled:opacity-50;
+    @apply disabled:text-gray-400;
   }
 
   .form-field__radio {
@@ -53,12 +35,89 @@
   }
 
   .form-field__submit {
-    @apply w-full p-3 text-center text-white bg-black rounded-lg cursor-pointer hover:bg-gray-700;
+    @apply cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
   }
 
-  input:checked + label + .toggle-switch-dot {
+  input:checked+label+.toggle-switch-dot {
     transform: translateX(100%);
   }
+
+  [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");
+  }
+
+  select[multiple="multiple"] {
+    @apply py-2 pr-2 space-y-0.5;
+  }
+
+  select[multiple="multiple"] option {
+    @apply py-2 rounded-md;
+  }
+
+  select[multiple="multiple"] option:checked {
+    @apply after:content-['\2713'] bg-white after:text-gray-500 after:ml-2;
+  }
+
+  select[multiple="multiple"] option:active,
+  select[multiple="multiple"] option:focus {
+    @apply bg-white;
+  }
+
+  .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;
+    }
+  }
+
+  .tooltip {
+    @apply hidden absolute;
+  }
+
+  .btn {
+    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer;
+  }
+
+  .btn--primary {
+    @apply bg-gray-900 text-white hover:bg-gray-700 disabled:bg-gray-50 disabled:hover:bg-gray-50 disabled:text-gray-400;
+  }
+
+  .btn--secondary {
+    @apply bg-gray-50 hover:bg-gray-100 text-gray-900;
+  }
+
+  .btn--outline {
+    @apply border border-alpha-black-200 text-gray-900 hover:bg-gray-50;
+  }
+
+  .btn--ghost {
+    @apply border border-transparent text-gray-900 hover:bg-gray-50;
+  }
 }
 
 /* Small, single purpose classes that should take precedence over other styles */
@@ -75,4 +134,4 @@
   .scrollbar::-webkit-scrollbar-thumb:hover {
     background: #a6a6a6;
   }
-}
+}

app/controllers/account/cashes_controller.rb

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

app/controllers/account/entries_controller.rb

@@ -0,0 +1,48 @@
+class Account::EntriesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: %i[edit update show destroy]
+
+  def edit
+    render entryable_view_path(:edit)
+  end
+
+  def update
+    @entry.update!(entry_params)
+    @entry.sync_account_later
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  def show
+    render entryable_view_path(:show)
+  end
+
+  def destroy
+    @entry.destroy!
+    @entry.sync_account_later
+    redirect_to account_url(@entry.account), notice: t(".success")
+  end
+
+  private
+
+    def entryable_view_path(action)
+      @entry.entryable_type.underscore.pluralize + "/" + action.to_s
+    end
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry).permit(:name, :date, :amount, :currency)
+    end
+end

app/controllers/account/holdings_controller.rb

@@ -0,0 +1,28 @@
+class Account::HoldingsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_holding, only: %i[show destroy]
+
+  def index
+    @holdings = @account.holdings.current
+  end
+
+  def show
+  end
+
+  def destroy
+    @holding.destroy_holding_and_entries!
+    redirect_back_or_to account_holdings_path(@account)
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_holding
+      @holding = @account.holdings.current.find(params[:id])
+    end
+end

app/controllers/account/trades_controller.rb

@@ -0,0 +1,59 @@
+class Account::TradesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: :update
+
+  def new
+    @entry = @account.entries.account_trades.new(entryable_attributes: {})
+  end
+
+  def index
+    @entries = @account.entries.reverse_chronological.where(entryable_type: %w[Account::Trade Account::Transaction])
+  end
+
+  def create
+    @builder = Account::EntryBuilder.new(entry_params)
+
+    if entry = @builder.save
+      entry.sync_account_later
+      redirect_to account_path(@account), notice: t(".success")
+    else
+      flash[:alert] = t(".failure")
+      redirect_back_or_to account_path(@account)
+    end
+  end
+
+  def update
+    @entry.update!(entry_params)
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry)
+            .permit(
+              :type, :date, :qty, :ticker, :price, :amount, :notes, :excluded, :currency, :transfer_account_id, :entryable_type,
+              entryable_attributes: [
+                :id,
+                :qty,
+                :ticker,
+                :price
+              ]
+            )
+            .merge(account: @account)
+    end
+end

app/controllers/account/transactions_controller.rb

@@ -0,0 +1,57 @@
+class Account::TransactionsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+  before_action :set_entry, only: :update
+
+  def index
+    @pagy, @entries = pagy(
+      @account.entries.account_transactions.reverse_chronological,
+      limit: params[:per_page] || "10"
+    )
+  end
+
+  def update
+    @entry.update!(entry_params)
+
+    respond_to do |format|
+      format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+    end
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def set_entry
+      @entry = @account.entries.find(params[:id])
+    end
+
+    def entry_params
+      params.require(:account_entry)
+            .permit(
+              :name, :date, :amount, :currency, :excluded, :notes, :entryable_type, :nature,
+              entryable_attributes: [
+                :id,
+                :category_id,
+                :merchant_id,
+                { tag_ids: [] }
+              ]
+            ).tap do |permitted_params|
+              nature = permitted_params.delete(:nature)
+
+              if permitted_params[:amount]
+                amount_value = permitted_params[:amount].to_d
+
+                if nature == "income"
+                  amount_value *= -1
+                end
+
+                permitted_params[:amount] = amount_value
+              end
+            end
+    end
+end

app/controllers/account/transfers_controller.rb

@@ -0,0 +1,45 @@
+class Account::TransfersController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_transfer, only: :destroy
+
+  def new
+    @transfer = Account::Transfer.new
+  end
+
+  def create
+    from_account = Current.family.accounts.find(transfer_params[:from_account_id])
+    to_account = Current.family.accounts.find(transfer_params[:to_account_id])
+
+    @transfer = Account::Transfer.build_from_accounts from_account, to_account, \
+                                             date: transfer_params[:date],
+                                             amount: transfer_params[:amount].to_d,
+                                             currency: transfer_params[:currency],
+                                             name: transfer_params[:name]
+
+    if @transfer.save
+      @transfer.entries.each(&:sync_account_later)
+      redirect_to transactions_path, notice: t(".success")
+    else
+      # TODO: this is not an ideal way to handle errors and should eventually be improved.
+      # See: https://github.com/hotwired/turbo-rails/pull/367
+      flash[:alert] = @transfer.errors.full_messages.to_sentence
+      redirect_to transactions_path
+    end
+  end
+
+  def destroy
+    @transfer.destroy_and_remove_marks!
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  private
+
+    def set_transfer
+      @transfer = Account::Transfer.find(params[:id])
+    end
+
+    def transfer_params
+      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :date, :name)
+    end
+end

app/controllers/account/valuations_controller.rb

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

app/controllers/accounts/logos_controller.rb

@@ -1,10 +0,0 @@
-class Accounts::LogosController < ApplicationController
-  def show
-    @account = Current.family.accounts.find(params[:account_id])
-    render_placeholder
-  end
-
-  def render_placeholder
-    render formats: :svg
-  end
-end

app/controllers/accounts_controller.rb

@@ -1,11 +1,12 @@
 class AccountsController < ApplicationController
-  layout "with_sidebar"
+  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]
 
   def index
-    @accounts = Current.family.accounts
+    @institutions = Current.family.institutions
+    @accounts = Current.family.accounts.ungrouped.alphabetically
   end
 
   def summary
@@ -18,54 +19,41 @@ class AccountsController < ApplicationController
   end
 
   def list
+    render layout: false
   end
 
   def new
-    @account = Account.new(
-      balance: nil,
-      accountable: Accountable.from_type(params[:type])&.new
-    )
+    @account = Account.new(currency: Current.family.currency)
+    @account.accountable = Accountable.from_type(params[:type])&.new if params[:type].present?
+    @account.accountable.address = Address.new if @account.accountable.is_a?(Property)
+
+    if params[:institution_id]
+      @account.institution = Current.family.institutions.find_by(id: params[:institution_id])
+    end
   end
 
   def show
-    @balance_series = @account.series(period: @period)
-    @valuation_series = @account.valuations.to_series
   end
 
   def edit
+    @account.accountable.build_address if @account.accountable.is_a?(Property) && @account.accountable.address.blank?
   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_with_sync!(account_params)
+    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]
+    @account.sync_later
 
-    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
@@ -74,24 +62,16 @@ 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
   end
 
+  def sync_all
+    Current.family.accounts.active.sync
+    redirect_back_or_to accounts_path, notice: t(".success")
+  end
+
   private
 
     def set_account
@@ -99,6 +79,6 @@ 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, :mode, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
     end
 end

app/controllers/application_controller.rb

@@ -1,21 +1,27 @@
 class ApplicationController < ActionController::Base
-  include Authentication, Invitable, SelfHostable
+  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable
   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
+  helper_method :require_upgrade?, :subscription_pending?
 
   private
+    def require_upgrade?
+      return false if self_hosted?
+      return false unless Current.session
+      return false if Current.family.subscribed?
+      return false if subscription_pending? || request.path == settings_billing_path
 
-  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
+      true
+    end
+
+    def subscription_pending?
+      subscribed_at = Current.session.subscribed_at
+      subscribed_at.present? && subscribed_at <= Time.current && subscribed_at > 1.hour.ago
+    end
+
+    def with_sidebar
+      return "turbo_rails/frame" if turbo_frame_request?
+
+      "with_sidebar"
     end
-  end
 end

app/controllers/categories_controller.rb

@@ -0,0 +1,55 @@
+class CategoriesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_category, only: %i[edit update destroy]
+  before_action :set_transaction, only: :create
+
+  def index
+    @categories = Current.family.categories.alphabetically
+  end
+
+  def new
+    @category = Current.family.categories.new color: Category::COLORS.sample
+  end
+
+  def create
+    @category = Current.family.categories.new(category_params)
+
+    if @category.save
+      @transaction.update(category_id: @category.id) if @transaction
+      redirect_back_or_to transactions_path, notice: t(".success")
+    else
+      redirect_back_or_to transactions_path, alert: t(".failure", error: @category.errors.full_messages.to_sentence)
+    end
+  end
+
+  def edit
+  end
+
+  def update
+    @category.update! category_params
+
+    redirect_back_or_to transactions_path, notice: t(".success")
+  end
+
+  def destroy
+    @category.destroy
+
+    redirect_back_or_to categories_path, notice: t(".success")
+  end
+
+  private
+    def set_category
+      @category = Current.family.categories.find(params[:id])
+    end
+
+    def set_transaction
+      if params[:transaction_id].present?
+        @transaction = Current.family.transactions.find(params[:transaction_id])
+      end
+    end
+
+    def category_params
+      params.require(:category).permit(:name, :color)
+    end
+end

app/controllers/category/deletions_controller.rb

@@ -1,5 +1,5 @@
-class Transactions::Categories::DeletionsController < ApplicationController
-  layout "with_sidebar"
+class Category::DeletionsController < ApplicationController
+  layout :with_sidebar
 
   before_action :set_category
   before_action :set_replacement_category, only: :create
@@ -15,12 +15,12 @@ class Transactions::Categories::DeletionsController < ApplicationController
 
   private
     def set_category
-      @category = Current.family.transaction_categories.find(params[:category_id])
+      @category = Current.family.categories.find(params[:category_id])
     end
 
     def set_replacement_category
       if params[:replacement_category_id].present?
-        @replacement_category = Current.family.transaction_categories.find(params[:replacement_category_id])
+        @replacement_category = Current.family.categories.find(params[:replacement_category_id])
       end
     end
 end

app/controllers/category/dropdowns_controller.rb

@@ -0,0 +1,22 @@
+class Category::DropdownsController < ApplicationController
+  before_action :set_from_params
+
+  def show
+    @categories = categories_scope.to_a.excluding(@selected_category).prepend(@selected_category).compact
+  end
+
+  private
+    def set_from_params
+      if params[:category_id]
+        @selected_category = categories_scope.find(params[:category_id])
+      end
+
+      if params[:transaction_id]
+        @transaction = Current.family.transactions.find(params[:transaction_id])
+      end
+    end
+
+    def categories_scope
+      Current.family.categories.alphabetically
+    end
+end

app/controllers/concerns/authentication.rb

@@ -2,39 +2,45 @@ module Authentication
   extend ActiveSupport::Concern
 
   included do
+    before_action :set_request_details
     before_action :authenticate_user!
-    after_action :set_last_login_at, if: -> { Current.user }
   end
 
   class_methods do
     def skip_authentication(**options)
       skip_before_action :authenticate_user!, **options
-      skip_after_action :set_last_login_at, **options
     end
   end
 
   private
-
-  def authenticate_user!
-    if user = User.find_by(id: session[:user_id])
-      Current.user = user
-    else
-      redirect_to new_session_url
+    def authenticate_user!
+      if session_record = find_session_by_cookie
+        Current.session = session_record
+      else
+        if self_hosted_first_login?
+          redirect_to new_registration_url
+        else
+          redirect_to new_session_url
+        end
+      end
     end
-  end
 
-  def login(user)
-    Current.user = user
-    reset_session
-    session[:user_id] = user.id
-  end
+    def find_session_by_cookie
+      Session.find_by(id: cookies.signed[:session_token])
+    end
 
-  def logout
-    Current.user = nil
-    reset_session
-  end
+    def create_session_for(user)
+      session = user.sessions.create!
+      cookies.signed.permanent[:session_token] = { value: session.id, httponly: true }
+      session
+    end
 
-  def set_last_login_at
-    Current.user.update(last_login_at: DateTime.now)
-  end
+    def self_hosted_first_login?
+      Rails.application.config.app_mode.self_hosted? && User.count.zero?
+    end
+
+    def set_request_details
+      Current.user_agent = request.user_agent
+      Current.ip_address = request.ip
+    end
 end

app/controllers/concerns/auto_sync.rb

@@ -0,0 +1,13 @@
+module AutoSync
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :sync_family, if: -> { Current.family.present? && Current.family.needs_sync? }
+  end
+
+  private
+
+    def sync_family
+      Current.family.sync
+    end
+end

app/controllers/concerns/filterable.rb

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

app/controllers/concerns/impersonatable.rb

@@ -0,0 +1,21 @@
+module Impersonatable
+  extend ActiveSupport::Concern
+
+  included do
+    after_action :create_impersonation_session_log
+  end
+
+  private
+    def create_impersonation_session_log
+      return unless Current.session&.active_impersonator_session.present?
+
+      Current.session.active_impersonator_session.logs.create!(
+        controller: controller_name,
+        action: action_name,
+        path: request.fullpath,
+        method: request.method,
+        ip_address: request.ip,
+        user_agent: request.user_agent
+      )
+    end
+end

app/controllers/concerns/invitable.rb

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

app/controllers/concerns/localize.rb

@@ -0,0 +1,13 @@
+module Localize
+  extend ActiveSupport::Concern
+
+  included do
+    around_action :switch_locale
+  end
+
+  private
+    def switch_locale(&action)
+      locale = Current.family.try(:locale) || I18n.default_locale
+      I18n.with_locale(locale, &action)
+    end
+end

app/controllers/concerns/onboardable.rb

@@ -0,0 +1,17 @@
+module Onboardable
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :redirect_to_onboarding, if: :needs_onboarding?
+  end
+
+  private
+    def redirect_to_onboarding
+      redirect_to onboarding_path
+    end
+
+    def needs_onboarding?
+      Current.user && Current.user.onboarded_at.blank? &&
+        !%w[/users /onboarding /sessions].any? { |path| request.path.start_with?(path) }
+    end
+end

app/controllers/concerns/self_hostable.rb

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

app/controllers/concerns/store_location.rb

@@ -0,0 +1,31 @@
+module StoreLocation
+  extend ActiveSupport::Concern
+
+  included do
+    helper_method :previous_path
+    before_action :store_return_to
+    after_action :clear_previous_path
+  end
+
+  def previous_path
+    session[:return_to] || fallback_path
+  end
+
+private
+
+  def store_return_to
+    if params[:return_to].present?
+      session[:return_to] = params[:return_to]
+    end
+  end
+
+  def clear_previous_path
+    if request.fullpath == session[:return_to]
+      session.delete(:return_to)
+    end
+  end
+
+  def fallback_path
+    root_path
+  end
+end

app/controllers/credit_cards_controller.rb

@@ -0,0 +1,41 @@
+class CreditCardsController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params)
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :institution_id, :mode, :start_date, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :available_credit,
+            :minimum_payment,
+            :apr,
+            :annual_fee,
+            :expiration_date
+          ]
+        )
+    end
+end

app/controllers/currencies_controller.rb

@@ -1,6 +1,6 @@
 class CurrenciesController < ApplicationController
   def show
-    @currency = Money::Currency.all_instances.find { |currency| currency.iso_code == params[:id] }
-    render json: { step: @currency.step, placeholder: Money.new(0, @currency).format }
+    currency = Money::Currency.all_instances.find { |currency| currency.iso_code == params[:id] }
+    render json: currency.as_json.merge({ step: currency.step })
   end
 end

app/controllers/help/articles_controller.rb

@@ -0,0 +1,11 @@
+class Help::ArticlesController < ApplicationController
+  layout :with_sidebar
+
+  def show
+    @article = Help::Article.find(params[:id])
+
+    unless @article
+      head :not_found
+    end
+  end
+end

app/controllers/impersonation_sessions_controller.rb

@@ -0,0 +1,58 @@
+class ImpersonationSessionsController < ApplicationController
+  before_action :require_super_admin!, only: [ :create, :join, :leave ]
+  before_action :set_impersonation_session, only: [ :approve, :reject, :complete ]
+
+  def create
+    Current.true_user.request_impersonation_for(session_params[:impersonated_id])
+    redirect_to root_path, notice: t(".success")
+  end
+
+  def join
+    @impersonation_session = Current.true_user.impersonator_support_sessions.find_by(id: params[:impersonation_session_id])
+    Current.session.update!(active_impersonator_session: @impersonation_session)
+    redirect_to root_path, notice: t(".success")
+  end
+
+  def leave
+    Current.session.update!(active_impersonator_session: nil)
+    redirect_to root_path, notice: t(".success")
+  end
+
+  def approve
+    raise_unauthorized! unless @impersonation_session.impersonated == Current.true_user
+
+    @impersonation_session.approve!
+    redirect_to root_path, notice: t(".success")
+  end
+
+  def reject
+    raise_unauthorized! unless @impersonation_session.impersonated == Current.true_user
+
+    @impersonation_session.reject!
+    redirect_to root_path, notice: t(".success")
+  end
+
+  def complete
+    @impersonation_session.complete!
+    redirect_to root_path, notice: t(".success")
+  end
+
+  private
+    def session_params
+      params.require(:impersonation_session).permit(:impersonated_id)
+    end
+
+    def set_impersonation_session
+      @impersonation_session =
+        Current.true_user.impersonated_support_sessions.find_by(id: params[:id]) ||
+        Current.true_user.impersonator_support_sessions.find_by(id: params[:id])
+    end
+
+    def require_super_admin!
+      raise_unauthorized! unless Current.true_user&.super_admin?
+    end
+
+    def raise_unauthorized!
+      raise ActionController::RoutingError.new("Not Found")
+    end
+end

app/controllers/import/cleans_controller.rb

@@ -0,0 +1,22 @@
+class Import::CleansController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+    redirect_to import_configuration_path(@import), alert: "Please configure your import before proceeding." unless @import.configured?
+
+    rows = @import.rows.ordered
+
+    if params[:view] == "errors"
+      rows = rows.reject { |row| row.valid? }
+    end
+
+    @pagy, @rows = pagy_array(rows, limit: params[:per_page] || "10")
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+end

app/controllers/import/configurations_controller.rb

@@ -0,0 +1,40 @@
+class Import::ConfigurationsController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+  end
+
+  def update
+    @import.update!(import_params)
+    @import.generate_rows_from_csv
+    @import.reload.sync_mappings
+
+    redirect_to import_clean_path(@import), notice: "Import configured successfully."
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+
+    def import_params
+      params.require(:import).permit(
+        :date_col_label,
+        :amount_col_label,
+        :name_col_label,
+        :category_col_label,
+        :tags_col_label,
+        :account_col_label,
+        :qty_col_label,
+        :ticker_col_label,
+        :price_col_label,
+        :entity_type_col_label,
+        :notes_col_label,
+        :currency_col_label,
+        :date_format,
+        :signage_convention
+      )
+    end
+end

app/controllers/import/confirms_controller.rb

@@ -0,0 +1,14 @@
+class Import::ConfirmsController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+    redirect_to import_clean_path(@import), alert: "You have invalid data, please edit until all errors are resolved" unless @import.cleaned?
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+end

app/controllers/import/mappings_controller.rb

@@ -0,0 +1,43 @@
+class Import::MappingsController < ApplicationController
+  before_action :set_import
+
+  def update
+    mapping = @import.mappings.find(params[:id])
+
+    mapping.update! \
+      create_when_empty: create_when_empty,
+      mappable: mappable,
+      value: mapping_params[:value]
+
+    redirect_back_or_to import_confirm_path(@import)
+  end
+
+  private
+    def mapping_params
+      params.require(:import_mapping).permit(:type, :key, :mappable_id, :mappable_type, :value)
+    end
+
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+
+    def mappable
+      return nil unless mappable_class.present?
+
+      @mappable ||= mappable_class.find_by(id: mapping_params[:mappable_id], family: Current.family)
+    end
+
+    def create_when_empty
+      return false unless mapping_class.present?
+
+      mapping_params[:mappable_id] == mapping_class::CREATE_NEW_KEY
+    end
+
+    def mappable_class
+      mapping_params[:mappable_type]&.constantize
+    end
+
+    def mapping_class
+      mapping_params[:type]&.constantize
+    end
+end

app/controllers/import/rows_controller.rb

@@ -0,0 +1,24 @@
+class Import::RowsController < ApplicationController
+  before_action :set_import_row
+
+  def update
+    @row.assign_attributes(row_params)
+    @row.save!(validate: false)
+    @row.sync_mappings
+
+    redirect_to import_row_path(@row.import, @row)
+  end
+
+  def show
+  end
+
+  private
+    def row_params
+      params.require(:import_row).permit(:type, :account, :date, :qty, :ticker, :price, :amount, :currency, :name, :category, :tags, :entity_type, :notes)
+    end
+
+    def set_import_row
+      @import = Current.family.imports.find(params[:import_id])
+      @row = @import.rows.find(params[:id])
+    end
+end

app/controllers/import/uploads_controller.rb

@@ -0,0 +1,47 @@
+class Import::UploadsController < ApplicationController
+  layout "imports"
+
+  before_action :set_import
+
+  def show
+  end
+
+  def update
+    if csv_valid?(csv_str)
+      @import.assign_attributes(raw_file_str: csv_str, col_sep: upload_params[:col_sep])
+      @import.save!(validate: false)
+
+      redirect_to import_configuration_path(@import), notice: "CSV uploaded successfully."
+    else
+      flash.now[:alert] = "Must be valid CSV with headers and at least one row of data"
+
+      render :show, status: :unprocessable_entity
+    end
+  end
+
+  private
+    def set_import
+      @import = Current.family.imports.find(params[:import_id])
+    end
+
+    def csv_str
+      @csv_str ||= upload_params[:csv_file]&.read || upload_params[:raw_file_str]
+    end
+
+    def csv_valid?(str)
+      require "csv"
+
+      begin
+        csv = CSV.parse(str || "", headers: true)
+        return false if csv.headers.empty?
+        return false if csv.count == 0
+        true
+      rescue CSV::MalformedCSVError
+        false
+      end
+    end
+
+    def upload_params
+      params.require(:import).permit(:raw_file_str, :csv_file, :col_sep)
+    end
+end

app/controllers/imports_controller.rb

@@ -1,102 +1,48 @@
-require "ostruct"
-
 class ImportsController < ApplicationController
-  before_action :set_import, except: %i[ index new create ]
+  before_action :set_import, only: %i[show publish destroy]
+
+  def publish
+    @import.publish_later
+
+    redirect_to import_path(@import), notice: "Your import has started in the background."
+  end
 
   def index
     @imports = Current.family.imports
-    render layout: "with_sidebar"
+
+    render layout: with_sidebar
   end
 
   def new
-    @import = Import.new
-  end
-
-  def edit
-  end
-
-  def update
-    account = Current.family.accounts.find(params[:import][:account_id])
-
-    @import.update! account: account
-    redirect_to load_import_path(@import), notice: t(".import_updated")
+    @pending_import = Current.family.imports.ordered.pending.first
   end
 
   def create
-    account = Current.family.accounts.find(params[:import][:account_id])
-    @import = Import.create!(account: account)
+    import = Current.family.imports.create! import_params
 
-    redirect_to load_import_path(@import), notice: t(".import_created")
+    redirect_to import_upload_path(import)
+  end
+
+  def show
+    if !@import.uploaded?
+      redirect_to import_upload_path(@import), alert: "Please finalize your file upload."
+    elsif !@import.publishable?
+      redirect_to import_confirm_path(@import), alert: "Please finalize your mappings before proceeding."
+    end
   end
 
   def destroy
-    @import.destroy!
-    redirect_to imports_url, notice: t(".import_destroyed"), status: :see_other
-  end
+    @import.destroy
 
-  def load
-  end
-
-  def load_csv
-    if @import.update(import_params)
-      redirect_to configure_import_path(@import), notice: t(".import_loaded")
-    else
-      flash.now[:error] = @import.errors.full_messages.to_sentence
-      render :load, status: :unprocessable_entity
-    end
-  end
-
-  def configure
-    unless @import.loaded?
-      redirect_to load_import_path(@import), alert: t(".invalid_csv")
-    end
-  end
-
-  def update_mappings
-    @import.update! import_params(@import.expected_fields.map(&:key))
-    redirect_to clean_import_path(@import), notice: t(".column_mappings_saved")
-  end
-
-  def clean
-    unless @import.loaded?
-      redirect_to load_import_path(@import), alert: t(".invalid_csv")
-    end
-  end
-
-  def update_csv
-    update_params = import_params[:csv_update]
-
-    @import.update_csv! \
-      row_idx: update_params[:row_idx],
-      col_idx: update_params[:col_idx],
-      value: update_params[:value]
-
-    render :clean
-  end
-
-  def confirm
-    unless @import.cleaned?
-      redirect_to clean_import_path(@import), alert: t(".invalid_data")
-    end
-  end
-
-  def publish
-    if @import.valid?
-      @import.publish_later
-      redirect_to imports_path, notice: t(".import_published")
-    else
-      flash.now[:error] = t(".invalid_data")
-      render :confirm, status: :unprocessable_entity
-    end
+    redirect_to imports_path, notice: "Your import has been deleted."
   end
 
   private
-
     def set_import
       @import = Current.family.imports.find(params[:id])
     end
 
-    def import_params(permitted_mappings = nil)
-      params.require(:import).permit(:raw_csv_str, column_mappings: permitted_mappings, csv_update: [ :row_idx, :col_idx, :value ])
+    def import_params
+      params.require(:import).permit(:type)
     end
 end

app/controllers/institutions_controller.rb

@@ -0,0 +1,40 @@
+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
+
+  def sync
+    @institution.sync
+    redirect_back_or_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

app/controllers/invite_codes_controller.rb

@@ -0,0 +1,18 @@
+class InviteCodesController < ApplicationController
+  before_action :ensure_self_hosted
+
+  def index
+    @invite_codes = InviteCode.all
+  end
+
+  def create
+    InviteCode.generate!
+    redirect_back_or_to invite_codes_path, notice: "Code generated"
+  end
+
+  private
+
+    def ensure_self_hosted
+      redirect_to root_path unless self_hosted?
+    end
+end

app/controllers/issue/exchange_rate_provider_missings_controller.rb

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

app/controllers/issues_controller.rb

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

app/controllers/loans_controller.rb

@@ -0,0 +1,39 @@
+class LoansController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params)
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :institution_id, :start_date, :mode, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :rate_type,
+            :interest_rate,
+            :term_months
+          ]
+        )
+    end
+end

app/controllers/merchants_controller.rb

@@ -0,0 +1,46 @@
+class MerchantsController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_merchant, only: %i[edit update destroy]
+
+  def index
+    @merchants = Current.family.merchants.alphabetically
+  end
+
+  def new
+    @merchant = Merchant.new
+  end
+
+  def create
+    @merchant = Current.family.merchants.new(merchant_params)
+
+    if @merchant.save
+      redirect_to merchants_path, notice: t(".success")
+    else
+      redirect_to merchants_path, alert: t(".error", error: @merchant.errors.full_messages.to_sentence)
+    end
+  end
+
+  def edit
+  end
+
+  def update
+    @merchant.update!(merchant_params)
+    redirect_to merchants_path, notice: t(".success")
+  end
+
+  def destroy
+    @merchant.destroy!
+    redirect_to merchants_path, notice: t(".success")
+  end
+
+  private
+
+    def set_merchant
+      @merchant = Current.family.merchants.find(params[:id])
+    end
+
+    def merchant_params
+      params.require(:merchant).permit(:name, :color)
+    end
+end

app/controllers/onboardings_controller.rb

@@ -0,0 +1,19 @@
+class OnboardingsController < ApplicationController
+  layout "application"
+
+  before_action :set_user
+
+  def show
+  end
+
+  def profile
+  end
+
+  def preferences
+  end
+
+  private
+    def set_user
+      @user = Current.user
+    end
+end

app/controllers/pages_controller.rb

@@ -1,5 +1,6 @@
 class PagesController < ApplicationController
-  layout "with_sidebar"
+  skip_before_action :authenticate_user!, only: %i[early_access]
+  layout :with_sidebar, except: %i[early_access]
 
   include Filterable
 
@@ -21,21 +22,27 @@ class PagesController < ApplicationController
 
     @accounts = Current.family.accounts
     @account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
-    @transactions = Current.family.transactions.limit(5).order(date: :desc)
+    @transaction_entries = Current.family.entries.account_transactions.limit(6).reverse_chronological
 
     # TODO: Placeholders for trendlines
     placeholder_series_data = 10.times.map do |i|
-      { date: Date.current - i.days, value: Money.new(0) }
+      { date: Date.current - i.days, value: Money.new(0, Current.family.currency) }
     end
     @investing_series = TimeSeries.new(placeholder_series_data)
   end
 
   def changelog
+    @release_notes = Provider::Github.new.fetch_latest_release_notes
   end
 
   def feedback
   end
 
-  def invites
+  def early_access
+    redirect_to root_path if self_hosted?
+
+    @invite_codes_count = InviteCode.count
+    @invite_code = InviteCode.order("RANDOM()").limit(1).first
+    render layout: false
   end
 end

app/controllers/password_resets_controller.rb

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

app/controllers/passwords_controller.rb

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

app/controllers/properties_controller.rb

@@ -0,0 +1,40 @@
+class PropertiesController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params)
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :institution_id, :start_date, :mode, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :year_built,
+            :area_unit,
+            :area_value,
+            address_attributes: [ :line1, :line2, :locality, :region, :country, :postal_code ]
+          ]
+        )
+    end
+end

app/controllers/registrations_controller.rb

@@ -16,8 +16,8 @@ class RegistrationsController < ApplicationController
     @user.role = :admin
 
     if @user.save
-      Transaction::Category.create_default_categories(@user.family)
-      login @user
+      Category.create_default_categories(@user.family)
+      @session = create_session_for(@user)
       flash[:notice] = t(".success")
       redirect_to root_path
     else
@@ -28,17 +28,17 @@ class RegistrationsController < ApplicationController
 
   private
 
-  def set_user
-    @user = User.new user_params.except(:invite_code)
-  end
-
-  def user_params
-    params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
-  end
-
-  def claim_invite_code
-    unless InviteCode.claim! params[:user][:invite_code]
-      redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
+    def set_user
+      @user = User.new user_params.except(:invite_code)
+    end
+
+    def user_params
+      params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
+    end
+
+    def claim_invite_code
+      unless InviteCode.claim! params[:user][:invite_code]
+        redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
+      end
     end
-  end
 end

app/controllers/securities_controller.rb

@@ -0,0 +1,5 @@
+class SecuritiesController < ApplicationController
+  def import
+    SecuritiesImportJob.perform_later(params[:exchange_mic])
+  end
+end

app/controllers/sessions_controller.rb

@@ -1,4 +1,5 @@
 class SessionsController < ApplicationController
+  before_action :set_session, only: :destroy
   skip_authentication only: %i[new create]
 
   layout "auth"
@@ -8,7 +9,7 @@ class SessionsController < ApplicationController
 
   def create
     if user = User.authenticate_by(email: params[:email], password: params[:password])
-      login user
+      @session = create_session_for(user)
       redirect_to root_path
     else
       flash.now[:alert] = t(".invalid_credentials")
@@ -17,7 +18,12 @@ class SessionsController < ApplicationController
   end
 
   def destroy
-    logout
-    redirect_to root_path, notice: t(".logout_successful")
+    @session.destroy
+    redirect_to new_session_path, notice: t(".logout_successful")
   end
+
+  private
+    def set_session
+      @session = Current.user.sessions.find(params[:id])
+    end
 end

app/controllers/settings/billings_controller.rb

@@ -1,7 +1,5 @@
 class Settings::BillingsController < SettingsController
-  def edit
-  end
-
-  def update
+  def show
+    @user = Current.user
   end
 end

app/controllers/settings/hostings_controller.rb

@@ -1,71 +1,43 @@
 class Settings::HostingsController < SettingsController
-  before_action :verify_hosting_mode
+  before_action :raise_if_not_self_hosted
 
   def show
+    @synth_usage = Current.family.synth_usage
   end
 
   def update
-    if all_updates_valid?
-      hosting_params.keys.each do |key|
-        Setting.send("#{key}=", hosting_params[key].strip)
-      end
+    if hosting_params[:upgrades_setting].present?
+      mode = hosting_params[:upgrades_setting] == "manual" ? "manual" : "auto"
+      target = hosting_params[:upgrades_setting] == "commit" ? "commit" : "release"
 
-      redirect_to settings_hosting_path, notice: t(".success")
-    else
-      flash.now[:error] = @errors.first.message
-      render :show, status: :unprocessable_entity
-    end
-  end
-
-  def send_test_email
-    unless Setting.smtp_settings_populated?
-      flash[:error] = t(".missing_smtp_setting_error")
-      render(:show, status: :unprocessable_entity)
-      return
+      Setting.upgrades_mode = mode
+      Setting.upgrades_target = target
     end
 
-    begin
-      NotificationMailer.with(user: Current.user).test_email.deliver_now
-    rescue => _e
-      flash[:error] = t(".error")
-      render :show, status: :unprocessable_entity
-      return
+    if hosting_params.key?(:render_deploy_hook)
+      Setting.render_deploy_hook = hosting_params[:render_deploy_hook]
+    end
+
+    if hosting_params.key?(:require_invite_for_signup)
+      Setting.require_invite_for_signup = hosting_params[:require_invite_for_signup]
+    end
+
+    if hosting_params.key?(:synth_api_key)
+      Setting.synth_api_key = hosting_params[:synth_api_key]
     end
 
     redirect_to settings_hosting_path, notice: t(".success")
+  rescue ActiveRecord::RecordInvalid => error
+    flash.now[:alert] = t(".failure")
+    render :show, status: :unprocessable_entity
   end
 
   private
-    def all_updates_valid?
-      @errors = ActiveModel::Errors.new(Setting)
-      hosting_params.keys.each do |key|
-        setting = Setting.new(var: key)
-        setting.value = hosting_params[key].strip
-
-        unless setting.valid?
-          @errors.merge!(setting.errors)
-        end
-      end
-
-      if hosting_params[:upgrades_mode] != "manual" && hosting_params[:render_deploy_hook].blank?
-        @errors.add(:render_deploy_hook, t("settings.hostings.update.render_deploy_hook_error"))
-      end
-
-      @errors.empty?
-    end
-
     def hosting_params
-      permitted_params = params.require(:setting).permit(:render_deploy_hook, :upgrades_mode, :email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password)
-
-      result = {}
-      result[:upgrades_mode] = permitted_params[:upgrades_mode] == "manual" ? "manual" : "auto" if permitted_params.key?(:upgrades_mode)
-      result[:render_deploy_hook] = permitted_params[:render_deploy_hook] if permitted_params.key?(:render_deploy_hook)
-      result[:upgrades_target] = permitted_params[:upgrades_mode] unless permitted_params[:upgrades_mode] == "manual" if permitted_params.key?(:upgrades_mode)
-      result.merge!(permitted_params.slice(:email_sender, :app_domain, :smtp_host, :smtp_port, :smtp_username, :smtp_password))
-      result
+      params.require(:setting).permit(:render_deploy_hook, :upgrades_setting, :require_invite_for_signup, :synth_api_key)
     end
 
-    def verify_hosting_mode
-      head :not_found unless self_hosted?
+    def raise_if_not_self_hosted
+      raise "Settings not available on non-self-hosted instance" unless self_hosted?
     end
 end

app/controllers/settings/notifications_controller.rb

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

app/controllers/settings/preferences_controller.rb

@@ -1,26 +1,5 @@
 class Settings::PreferencesController < SettingsController
-  def edit
+  def show
+    @user = Current.user
   end
-
-  def update
-    preference_params_with_family = preference_params
-
-    if Current.family && preference_params[:family_attributes]
-      family_attributes = preference_params[:family_attributes].merge({ id: Current.family.id })
-      preference_params_with_family[:family_attributes] = family_attributes
-    end
-
-    if Current.user.update(preference_params_with_family)
-      redirect_to settings_preferences_path, notice: t(".success")
-    else
-      redirect_to settings_preferences_path, notice: t(".success")
-      render :show, status: :unprocessable_entity
-    end
-  end
-
-  private
-
-    def preference_params
-      params.require(:user).permit(family_attributes: [ :id, :currency ])
-    end
 end

app/controllers/settings/profiles_controller.rb

@@ -1,39 +1,5 @@
 class Settings::ProfilesController < SettingsController
   def show
-  end
-
-  def update
-    user_params_with_family = user_params
-
-    if params[:user][:delete_profile_image] == "true"
-      Current.user.profile_image.purge
-    end
-
-    if Current.family && user_params_with_family[:family_attributes]
-      family_attributes = user_params_with_family[:family_attributes].merge({ id: Current.family.id })
-      user_params_with_family[:family_attributes] = family_attributes
-    end
-
-    if Current.user.update(user_params_with_family)
-      redirect_to settings_profile_path, notice: t(".success")
-    else
-      redirect_to settings_profile_path, alert: t(".file_size_error")
-    end
-  end
-
-  def destroy
-    if Current.user.deactivate
-      logout
-      redirect_to root_path, notice: t(".success")
-    else
-      redirect_to settings_profile_path, alert: Current.user.errors.full_messages.to_sentence
-    end
-  end
-
-  private
-
-  def user_params
-    params.require(:user).permit(:first_name, :last_name, :profile_image,
-                                 family_attributes: [ :name, :id ])
+    @user = Current.user
   end
 end

app/controllers/settings/securities_controller.rb

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

app/controllers/settings_controller.rb

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

app/controllers/subscriptions_controller.rb

@@ -0,0 +1,47 @@
+class SubscriptionsController < ApplicationController
+  def new
+    if Current.family.stripe_customer_id.blank?
+      customer = stripe_client.v1.customers.create(
+        email: Current.family.primary_user.email,
+        metadata: { family_id: Current.family.id }
+      )
+      Current.family.update(stripe_customer_id: customer.id)
+    end
+
+    session = stripe_client.v1.checkout.sessions.create({
+      customer: Current.family.stripe_customer_id,
+      line_items: [ {
+        price: ENV["STRIPE_PLAN_ID"],
+        quantity: 1
+      } ],
+      mode: "subscription",
+      allow_promotion_codes: true,
+      success_url: success_subscription_url + "?session_id={CHECKOUT_SESSION_ID}",
+      cancel_url: settings_billing_url
+    })
+
+    redirect_to session.url, allow_other_host: true, status: :see_other
+  end
+
+  def show
+    portal_session = stripe_client.v1.billing_portal.sessions.create(
+      customer: Current.family.stripe_customer_id,
+      return_url: settings_billing_url
+    )
+
+    redirect_to portal_session.url, allow_other_host: true, status: :see_other
+  end
+
+  def success
+    checkout_session = stripe_client.v1.checkout.sessions.retrieve(params[:session_id])
+    Current.session.update(subscribed_at: Time.at(checkout_session.created))
+    redirect_to root_path, notice: "You have successfully subscribed to Maybe+."
+  rescue Stripe::InvalidRequestError
+    redirect_to settings_billing_path, alert: "Something went wrong processing your subscription. Please contact us to get this fixed."
+  end
+
+  private
+    def stripe_client
+      @stripe_client ||= Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+    end
+end

app/controllers/tag/deletions_controller.rb

@@ -1,5 +1,5 @@
-class Tags::DeletionsController < ApplicationController
-  layout "with_sidebar"
+class Tag::DeletionsController < ApplicationController
+  layout :with_sidebar
 
   before_action :set_tag
   before_action :set_replacement_tag, only: :create

app/controllers/tags_controller.rb

@@ -1,7 +1,7 @@
 class TagsController < ApplicationController
-  layout "with_sidebar"
+  layout :with_sidebar
 
-  before_action :set_tag, only: %i[ edit update ]
+  before_action :set_tag, only: %i[edit update destroy]
 
   def index
     @tags = Current.family.tags.alphabetically
@@ -12,8 +12,13 @@ class TagsController < ApplicationController
   end
 
   def create
-    Current.family.tags.create!(tag_params)
-    redirect_to tags_path, notice: t(".created")
+    @tag = Current.family.tags.new(tag_params)
+
+    if @tag.save
+      redirect_to tags_path, notice: t(".created")
+    else
+      redirect_to tags_path, alert: t(".error", error: @tag.errors.full_messages.to_sentence)
+    end
   end
 
   def edit
@@ -24,6 +29,11 @@ class TagsController < ApplicationController
     redirect_to tags_path, notice: t(".updated")
   end
 
+  def destroy
+    @tag.destroy!
+    redirect_to tags_path, notice: t(".deleted")
+  end
+
   private
 
     def set_tag

app/controllers/transactions/categories/dropdowns_controller.rb

@@ -1,22 +0,0 @@
-class Transactions::Categories::DropdownsController < ApplicationController
-  before_action :set_from_params
-
-  def show
-    @categories = categories_scope.to_a.excluding(@selected_category).prepend(@selected_category).compact
-  end
-
-  private
-  def set_from_params
-    if params[:category_id]
-      @selected_category = categories_scope.find(params[:category_id])
-    end
-
-    if params[:transaction_id]
-      @transaction = Current.family.transactions.find(params[:transaction_id])
-    end
-  end
-
-  def categories_scope
-    Current.family.transaction_categories.alphabetically
-  end
-end

app/controllers/transactions/categories_controller.rb

@@ -1,47 +0,0 @@
-class Transactions::CategoriesController < ApplicationController
-  layout "with_sidebar"
-
-  before_action :set_category, only: %i[ edit update ]
-  before_action :set_transaction, only: :create
-
-  def index
-    @categories = Current.family.transaction_categories.alphabetically
-  end
-
-  def new
-    @category = Current.family.transaction_categories.new color: Transaction::Category::COLORS.sample
-  end
-
-  def create
-    Transaction::Category.transaction do
-      category = Current.family.transaction_categories.create!(category_params)
-      @transaction.update!(category_id: category.id) if @transaction
-    end
-
-    redirect_back_or_to transactions_path, notice: t(".success")
-  end
-
-  def edit
-  end
-
-  def update
-    @category.update! category_params
-
-    redirect_back_or_to transactions_path, notice: t(".success")
-  end
-
-  private
-    def set_category
-      @category = Current.family.transaction_categories.find(params[:id])
-    end
-
-    def set_transaction
-      if params[:transaction_id].present?
-        @transaction = Current.family.transactions.find(params[:transaction_id])
-      end
-    end
-
-    def category_params
-      params.require(:transaction_category).permit(:name, :color)
-    end
-end

app/controllers/transactions/merchants_controller.rb

@@ -1,41 +0,0 @@
-class Transactions::MerchantsController < ApplicationController
-  layout "with_sidebar"
-
-  before_action :set_merchant, only: %i[ edit update destroy ]
-
-  def index
-    @merchants = Current.family.transaction_merchants
-  end
-
-  def new
-    @merchant = Transaction::Merchant.new
-  end
-
-  def create
-    Current.family.transaction_merchants.create!(merchant_params)
-    redirect_to transaction_merchants_path, notice: t(".success")
-  end
-
-  def edit
-  end
-
-  def update
-    @merchant.update!(merchant_params)
-    redirect_to transaction_merchants_path, notice: t(".success")
-  end
-
-  def destroy
-    @merchant.destroy!
-    redirect_to transaction_merchants_path, notice: t(".success")
-  end
-
-  private
-
-  def set_merchant
-    @merchant = Current.family.transaction_merchants.find(params[:id])
-  end
-
-  def merchant_params
-    params.require(:transaction_merchant).permit(:name, :color)
-  end
-end

app/controllers/transactions/rules_controller.rb

@@ -1,6 +0,0 @@
-class Transactions::RulesController < ApplicationController
-  layout "with_sidebar"
-
-  def index
-  end
-end

app/controllers/transactions_controller.rb

@@ -1,169 +1,105 @@
 class TransactionsController < ApplicationController
-  layout "with_sidebar"
-
-  before_action :set_transaction, only: %i[ show edit update destroy ]
+  layout :with_sidebar
 
   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.entries.account_transactions.search(@q).reverse_chronological
+    @pagy, @transaction_entries = pagy(result, limit: params[:per_page] || "50")
+
     @totals = {
-      count: result.count,
-      income: result.inflows.sum(&:amount_money).abs,
-      expense: result.outflows.sum(&:amount_money).abs
+      count: result.select { |t| t.currency == Current.family.currency }.count,
+      income: result.income_total(Current.family.currency).abs,
+      expense: result.expense_total(Current.family.currency)
     }
-    @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
   end
 
   def new
-    @transaction = Transaction.new.tap do |txn|
+    @entry = Current.family.entries.new(entryable: Account::Transaction.new).tap do |e|
       if params[:account_id]
-        txn.account = Current.family.accounts.find(params[:account_id])
+        e.account = Current.family.accounts.find(params[:account_id])
+        e.currency = e.account.currency
+      else
+        e.currency = Current.family.currency
       end
     end
   end
 
-  def edit
-  end
-
   def create
-    @transaction = Current.family.accounts
-                     .find(params[:transaction][:account_id])
-                     .transactions.build(transaction_params.merge(amount: amount))
+    @entry = Current.family
+                    .accounts
+                    .find(params[:account_entry][:account_id])
+                    .entries
+                    .create!(transaction_entry_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
+    @entry.sync_account_later
+    redirect_back_or_to account_path(@entry.account), 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
-
-      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
+  def bulk_delete
+    destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
+    redirect_back_or_to transactions_url, notice: t(".success", count: destroyed.count)
   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)
+  def bulk_edit
+  end
 
-    respond_to do |format|
-      format.html { redirect_to transactions_url, notice: t(".success") }
-    end
+  def bulk_update
+    updated = Current.family
+                     .entries
+                     .where(id: bulk_update_params[:entry_ids])
+                     .bulk_update!(bulk_update_params)
+
+    redirect_back_or_to transactions_url, notice: t(".success", count: updated)
+  end
+
+  def mark_transfers
+    Current.family
+      .entries
+      .where(id: bulk_update_params[:entry_ids])
+           .mark_transfers!
+
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  def unmark_transfers
+    Current.family
+      .entries
+      .where(id: bulk_update_params[:entry_ids])
+           .update_all marked_as_transfer: false
+
+    redirect_back_or_to transactions_url, notice: t(".success")
   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])
-    end
-
     def amount
       if nature.income?
-        transaction_params[:amount].to_d * -1
+        transaction_entry_params[:amount].to_d * -1
       else
-        transaction_params[:amount].to_d
+        transaction_entry_params[:amount].to_d
       end
     end
 
     def nature
-      params[:transaction][:nature].to_s.inquiry
+      params[:account_entry][:nature].to_s.inquiry
     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)
+    def bulk_delete_params
+      params.require(:bulk_delete).permit(entry_ids: [])
+    end
+
+    def bulk_update_params
+      params.require(:bulk_update).permit(:date, :notes, :category_id, :merchant_id, entry_ids: [])
+    end
+
+    def search_params
+      params.fetch(:q, {})
+            .permit(:start_date, :end_date, :search, :amount, :amount_operator, accounts: [], account_ids: [], categories: [], merchants: [], types: [], tags: [])
+    end
+
+    def transaction_entry_params
+      params.require(:account_entry)
+            .permit(:name, :date, :amount, :currency, :entryable_type, entryable_attributes: [ :category_id ])
+            .with_defaults(entryable_type: "Account::Transaction", entryable_attributes: {})
     end
 end

app/controllers/users_controller.rb

@@ -0,0 +1,51 @@
+class UsersController < ApplicationController
+  before_action :set_user
+
+  def update
+    @user = Current.user
+
+    @user.update!(user_params.except(:redirect_to, :delete_profile_image))
+    @user.profile_image.purge if should_purge_profile_image?
+
+    handle_redirect(t(".success"))
+  end
+
+  def destroy
+    if @user.deactivate
+      Current.session.destroy
+      redirect_to root_path, notice: t(".success")
+    else
+      redirect_to settings_profile_path, alert: @user.errors.full_messages.to_sentence
+    end
+  end
+
+  private
+    def handle_redirect(notice)
+      case user_params[:redirect_to]
+      when "onboarding_preferences"
+        redirect_to preferences_onboarding_path
+      when "home"
+        redirect_to root_path
+      when "preferences"
+        redirect_to settings_preferences_path, notice: notice
+      else
+        redirect_to settings_profile_path, notice: notice
+      end
+    end
+
+    def should_purge_profile_image?
+      user_params[:delete_profile_image] == "1" &&
+        user_params[:profile_image].blank?
+    end
+
+    def user_params
+      params.require(:user).permit(
+        :first_name, :last_name, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at,
+        family_attributes: [ :name, :currency, :country, :locale, :date_format, :id ]
+      )
+    end
+
+    def set_user
+      @user = Current.user
+    end
+end

app/controllers/valuations_controller.rb

@@ -1,70 +0,0 @@
-class ValuationsController < ApplicationController
-  before_action :set_valuation, only: %i[ edit update destroy ]
-  def create
-    @account = Current.family.accounts.find(params[:account_id])
-
-    # TODO: placeholder logic until we have a better abstraction for trends
-    @valuation = @account.valuations.new(valuation_params.merge(currency: @account.currency))
-    if @valuation.save
-      @valuation.account.sync_later(@valuation.date)
-
-      respond_to do |format|
-        format.html { redirect_to account_path(@account), notice: "Valuation created" }
-        format.turbo_stream
-      end
-    else
-      render :new, status: :unprocessable_entity
-    end
-  rescue ActiveRecord::RecordNotUnique
-    flash.now[:error] = "Valuation already exists for this date"
-    render :new, status: :unprocessable_entity
-  end
-
-  def show
-    @valuation = Current.family.accounts.find(params[:account_id]).valuations.find(params[:id])
-  end
-
-  def edit
-  end
-
-  def update
-    sync_start_date = [ @valuation.date, Date.parse(valuation_params[:date]) ].compact.min
-    if @valuation.update(valuation_params)
-      @valuation.account.sync_later(sync_start_date)
-
-      redirect_to account_path(@valuation.account), notice: "Valuation updated"
-    else
-      render :edit, status: :unprocessable_entity
-    end
-  rescue ActiveRecord::RecordNotUnique
-    flash.now[:error] = "Valuation already exists for this date"
-    render :edit, status: :unprocessable_entity
-  end
-
-  def destroy
-    @account = @valuation.account
-    sync_start_date = @account.valuations.where("date < ?", @valuation.date).order(date: :desc).first&.date
-    @valuation.destroy!
-    @account.sync_later(sync_start_date)
-
-    respond_to do |format|
-      format.html { redirect_to account_path(@account), notice: "Valuation deleted" }
-      format.turbo_stream
-    end
-  end
-
-  def new
-    @account = Current.family.accounts.find(params[:account_id])
-    @valuation = @account.valuations.new
-  end
-
-  private
-    # Use callbacks to share common setup or constraints between actions.
-    def set_valuation
-      @valuation = Valuation.find(params[:id])
-    end
-
-    def valuation_params
-      params.require(:valuation).permit(:date, :value)
-    end
-end

app/controllers/vehicles_controller.rb

@@ -0,0 +1,41 @@
+class VehiclesController < ApplicationController
+  before_action :set_account, only: :update
+
+  def create
+    account = Current.family
+                     .accounts
+                     .create_with_optional_start_balance! \
+                       attributes: account_params.except(:start_date, :start_balance),
+                       start_date: account_params[:start_date],
+                       start_balance: account_params[:start_balance]
+
+    account.sync_later
+    redirect_to account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params)
+    redirect_to @account, notice: t(".success")
+  end
+
+  private
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account)
+        .permit(
+          :name, :balance, :institution_id, :start_date, :mode, :start_balance, :currency, :accountable_type,
+          accountable_attributes: [
+            :id,
+            :make,
+            :model,
+            :year,
+            :mileage_value,
+            :mileage_unit
+          ]
+        )
+    end
+end

app/controllers/webhooks_controller.rb

@@ -0,0 +1,61 @@
+class WebhooksController < ApplicationController
+  skip_before_action :verify_authenticity_token, only: [ :stripe ]
+  skip_authentication
+
+  def stripe
+    webhook_body = request.body.read
+    sig_header = request.env["HTTP_STRIPE_SIGNATURE"]
+    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+
+    begin
+      thin_event = client.parse_thin_event(webhook_body, sig_header, ENV["STRIPE_WEBHOOK_SECRET"])
+
+      event = client.v1.events.retrieve(thin_event.id)
+
+      case event.type
+      when /^customer\.subscription\./
+        handle_subscription_event(event)
+      when "customer.created", "customer.updated", "customer.deleted"
+        handle_customer_event(event)
+      else
+        Rails.logger.info "Unhandled event type: #{event.type}"
+      end
+
+    rescue JSON::ParserError
+      render json: { error: "Invalid payload" }, status: :bad_request
+      return
+    rescue Stripe::SignatureVerificationError
+      render json: { error: "Invalid signature" }, status: :bad_request
+      return
+    end
+
+    render json: { received: true }, status: :ok
+  end
+
+  private
+
+    def handle_subscription_event(event)
+      subscription = event.data.object
+      family = Family.find_by(stripe_customer_id: subscription.customer)
+
+      if family
+        family.update(
+          stripe_plan_id: subscription.plan.id,
+          stripe_subscription_status: subscription.status
+        )
+      else
+        Rails.logger.error "Family not found for Stripe customer ID: #{subscription.customer}"
+      end
+    end
+
+    def handle_customer_event(event)
+      customer = event.data.object
+      family = Family.find_by(stripe_customer_id: customer.id)
+
+      if family
+        family.update(stripe_customer_id: customer.id)
+      else
+        Rails.logger.error "Family not found for Stripe customer ID: #{customer.id}"
+      end
+    end
+end

app/helpers/account/cashes_helper.rb

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

app/helpers/account/entries_helper.rb

@@ -0,0 +1,61 @@
+module Account::EntriesHelper
+  def permitted_entryable_partial_path(entry, relative_partial_path)
+    "account/entries/entryables/#{permitted_entryable_key(entry)}/#{relative_partial_path}"
+  end
+
+  def unconfirmed_transfer?(entry)
+    entry.marked_as_transfer? && entry.transfer.nil?
+  end
+
+  def transfer_entries(entries)
+    transfers = entries.select { |e| e.transfer_id.present? }
+    transfers.map(&:transfer).uniq
+  end
+
+  def entry_icon(entry, is_oldest: false)
+    if is_oldest
+      "keyboard"
+    elsif entry.trend.direction.up?
+      "arrow-up"
+    elsif entry.trend.direction.down?
+      "arrow-down"
+    else
+      "minus"
+    end
+  end
+
+  def entry_style(entry, is_oldest: false)
+    color = is_oldest ? "#D444F1" : entry.trend.color
+
+    mixed_hex_styles(color)
+  end
+
+  def entry_name(entry)
+    if entry.account_trade?
+      trade     = entry.account_trade
+      prefix    = trade.sell? ? "Sell " : "Buy "
+      generated = prefix + "#{trade.qty.abs} shares of #{trade.security.ticker}"
+      name      = entry.name || generated
+      name
+    else
+      entry.name || "Transaction"
+    end
+  end
+
+  def entries_by_date(entries, selectable: true)
+    entries.group_by(&:date).map do |date, grouped_entries|
+      content = capture do
+        yield grouped_entries
+      end
+
+      render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable: }
+    end.join.html_safe
+  end
+
+  private
+
+    def permitted_entryable_key(entry)
+      permitted_entryable_paths = %w[transaction valuation trade]
+      entry.entryable_name_short.presence_in(permitted_entryable_paths)
+    end
+end

app/helpers/account/transfers_helper.rb

@@ -0,0 +1,2 @@
+module Account::TransfersHelper
+end

app/helpers/accounts_helper.rb

@@ -1,4 +1,19 @@
 module AccountsHelper
+  def permitted_accountable_partial(account, name = nil)
+    permitted_names = %w[tooltip header tabs form]
+    folder = account.accountable_type.underscore
+    name ||= account.accountable_type.underscore
+
+    raise "Unpermitted accountable partial: #{name}" unless permitted_names.include?(name)
+
+    "accounts/accountables/#{folder}/#{name}"
+  end
+
+  def summary_card(title:, &block)
+    content = capture(&block)
+    render "accounts/summary_card", title: title, content: content
+  end
+
   def to_accountable_title(accountable)
     accountable.model_name.human
   end
@@ -23,18 +38,79 @@ module AccountsHelper
     class_mapping(accountable_type)[:hex]
   end
 
+  # Eventually, we'll have an accountable form for each type of accountable, so
+  # this helper is a convenience for now to reuse common logic in the accounts controller
+  def new_account_form_url(account)
+    case account.accountable_type
+    when "Property"
+      properties_path
+    when "Vehicle"
+      vehicles_path
+    when "Loan"
+      loans_path
+    when "CreditCard"
+      credit_cards_path
+    else
+      accounts_path
+    end
+  end
+
+  def edit_account_form_url(account)
+    case account.accountable_type
+    when "Property"
+      property_path(account)
+    when "Vehicle"
+      vehicle_path(account)
+    when "Loan"
+      loan_path(account)
+    when "CreditCard"
+      credit_card_path(account)
+    else
+      account_path(account)
+    end
+  end
+
+  def account_tabs(account)
+    overview_tab = { key: "overview", label: t("accounts.show.overview"), path: account_path(account, tab: "overview"), partial_path: "accounts/overview" }
+    holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), route: account_holdings_path(account) }
+    cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), route: account_cashes_path(account) }
+    value_tab        = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), route: account_valuations_path(account) }
+    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), route: account_transactions_path(account) }
+    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), route: account_trades_path(account) }
+
+    return [ value_tab ] if account.other_asset? || account.other_liability?
+    return [ overview_tab, value_tab ] if account.property? || account.vehicle?
+    return [ holdings_tab, cash_tab, trades_tab, value_tab ] if account.investment?
+    return [ overview_tab, value_tab, transactions_tab ] if account.loan? || account.credit_card?
+
+    [ value_tab, transactions_tab ]
+  end
+
+  def selected_account_tab(account)
+    available_tabs = account_tabs(account)
+
+    tab = available_tabs.find { |tab| tab[:key] == params[:tab] }
+
+    tab || available_tabs.first
+  end
+
+  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.sort_by(&:name), liabilities.children.sort_by(&:name) ].flatten
+  end
+
   private
 
-  def class_mapping(accountable_type)
-    {
-      "Account::Credit" => { text: "text-red-500", bg: "bg-red-500", bg_transparent: "bg-red-500/10", fill: "fill-red-500", hex: "#F13636" },
-      "Account::Loan" => { text: "text-fuchsia-500", bg: "bg-fuchsia-500", bg_transparent: "bg-fuchsia-500/10", fill: "fill-fuchsia-500", hex: "#D444F1" },
-      "Account::OtherLiability" => { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" },
-      "Account::Depository" => { text: "text-violet-500", bg: "bg-violet-500", bg_transparent: "bg-violet-500/10", fill: "fill-violet-500", hex: "#875BF7" },
-      "Account::Investment" => { text: "text-blue-600", bg: "bg-blue-600", bg_transparent: "bg-blue-600/10", fill: "fill-blue-600", hex: "#1570EF" },
-      "Account::OtherAsset" => { text: "text-green-500", bg: "bg-green-500", bg_transparent: "bg-green-500/10", fill: "fill-green-500", hex: "#12B76A" },
-      "Account::Property" => { text: "text-cyan-500", bg: "bg-cyan-500", bg_transparent: "bg-cyan-500/10", fill: "fill-cyan-500", hex: "#06AED4" },
-      "Account::Vehicle" => { text: "text-pink-500", bg: "bg-pink-500", bg_transparent: "bg-pink-500/10", fill: "fill-pink-500", hex: "#F23E94" }
-    }.fetch(accountable_type, { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" })
-  end
+    def class_mapping(accountable_type)
+      {
+        "CreditCard" => { text: "text-red-500", bg: "bg-red-500", bg_transparent: "bg-red-500/10", fill: "fill-red-500", hex: "#F13636" },
+        "Loan" => { text: "text-fuchsia-500", bg: "bg-fuchsia-500", bg_transparent: "bg-fuchsia-500/10", fill: "fill-fuchsia-500", hex: "#D444F1" },
+        "OtherLiability" => { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" },
+        "Depository" => { text: "text-violet-500", bg: "bg-violet-500", bg_transparent: "bg-violet-500/10", fill: "fill-violet-500", hex: "#875BF7" },
+        "Investment" => { text: "text-blue-600", bg: "bg-blue-600", bg_transparent: "bg-blue-600/10", fill: "fill-blue-600", hex: "#1570EF" },
+        "OtherAsset" => { text: "text-green-500", bg: "bg-green-500", bg_transparent: "bg-green-500/10", fill: "fill-green-500", hex: "#12B76A" },
+        "Property" => { text: "text-cyan-500", bg: "bg-cyan-500", bg_transparent: "bg-cyan-500/10", fill: "fill-cyan-500", hex: "#06AED4" },
+        "Vehicle" => { text: "text-pink-500", bg: "bg-pink-500", bg_transparent: "bg-pink-500/10", fill: "fill-pink-500", hex: "#F23E94" }
+      }.fetch(accountable_type, { text: "text-gray-500", bg: "bg-gray-500", bg_transparent: "bg-gray-500/10", fill: "fill-gray-500", hex: "#737373" })
+    end
 end