Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Changelog page that pulls from Github Release notes (#867 )
2024-06-14 16:50:08 -04:00 · 2024-06-14 16:40:50 -04:00 · 2024-06-13 17:03:38 -04:00 · 2024-06-13 16:19:05 -04:00 · 2024-06-13 14:37:27 -04:00 · 2024-06-13 09:16:00 -04:00
73 changed files with 1641 additions and 493 deletions
--- a/Gemfile.lock
+++ b/Gemfile.lock
@@ -1,38 +1,38 @@
 GIT
  remote: https://github.com/maybe-finance/lucide-rails.git
-  revision: 6170b3a0eceb43a8af6552638e9526673c356d0d
+  revision: 79d989593ee4ac6c50106ec5e4d2bd4ec8f5af87
  specs:
    lucide-rails (0.2.0)
      railties (>= 4.1.0)

 GIT
  remote: https://github.com/rails/rails.git
-  revision: c1f1b14adce5cd373ed63611486eb7a7db73c78c
+  revision: f9c847fac102039d9174106f44b59144da267751
  branch: 7-2-stable
  specs:
-    actioncable (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actioncable (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      nio4r (~> 2.0)
      websocket-driver (>= 0.6.1)
      zeitwerk (~> 2.6)
-    actionmailbox (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionmailbox (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activestorage (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      mail (>= 2.8.0)
-    actionmailer (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionmailer (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      actionview (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      mail (>= 2.8.0)
      rails-dom-testing (~> 2.2)
-    actionpack (7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionpack (7.2.0.beta2)
+      actionview (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      nokogiri (>= 1.8.5)
      racc
      rack (>= 2.2.4)
@@ -41,60 +41,61 @@ GIT
      rails-dom-testing (~> 2.2)
      rails-html-sanitizer (~> 1.6)
      useragent (~> 0.16)
-    actiontext (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actiontext (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activestorage (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      globalid (>= 0.6.0)
      nokogiri (>= 1.8.5)
-    actionview (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    actionview (7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      builder (~> 3.1)
      erubi (~> 1.11)
      rails-dom-testing (~> 2.2)
      rails-html-sanitizer (~> 1.6)
-    activejob (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activejob (7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      globalid (>= 0.3.6)
-    activemodel (7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
-    activerecord (7.2.0.alpha)
-      activemodel (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activemodel (7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
+    activerecord (7.2.0.beta2)
+      activemodel (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      timeout (>= 0.4.0)
-    activestorage (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    activestorage (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      marcel (~> 1.0)
-    activesupport (7.2.0.alpha)
+    activesupport (7.2.0.beta2)
      base64
      bigdecimal
-      concurrent-ruby (~> 1.0, >= 1.0.2)
+      concurrent-ruby (~> 1.0, >= 1.3.1)
      connection_pool (>= 2.2.5)
      drb
      i18n (>= 1.6, < 2)
+      logger
      minitest (>= 5.1)
      tzinfo (~> 2.0, >= 2.0.5)
-    rails (7.2.0.alpha)
-      actioncable (= 7.2.0.alpha)
-      actionmailbox (= 7.2.0.alpha)
-      actionmailer (= 7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      actiontext (= 7.2.0.alpha)
-      actionview (= 7.2.0.alpha)
-      activejob (= 7.2.0.alpha)
-      activemodel (= 7.2.0.alpha)
-      activerecord (= 7.2.0.alpha)
-      activestorage (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+    rails (7.2.0.beta2)
+      actioncable (= 7.2.0.beta2)
+      actionmailbox (= 7.2.0.beta2)
+      actionmailer (= 7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      actiontext (= 7.2.0.beta2)
+      actionview (= 7.2.0.beta2)
+      activejob (= 7.2.0.beta2)
+      activemodel (= 7.2.0.beta2)
+      activerecord (= 7.2.0.beta2)
+      activestorage (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      bundler (>= 1.15.0)
-      railties (= 7.2.0.alpha)
-    railties (7.2.0.alpha)
-      actionpack (= 7.2.0.alpha)
-      activesupport (= 7.2.0.alpha)
+      railties (= 7.2.0.beta2)
+    railties (7.2.0.beta2)
+      actionpack (= 7.2.0.beta2)
+      activesupport (= 7.2.0.beta2)
      irb (~> 1.13)
      rackup (>= 1.0.0)
      rake (>= 12.2)
@@ -108,17 +109,17 @@ GEM
      public_suffix (>= 2.0.2, < 6.0)
    ast (2.4.2)
    aws-eventstream (1.3.0)
-    aws-partitions (1.930.0)
-    aws-sdk-core (3.196.1)
+    aws-partitions (1.941.0)
+    aws-sdk-core (3.197.0)
      aws-eventstream (~> 1, >= 1.3.0)
      aws-partitions (~> 1, >= 1.651.0)
      aws-sigv4 (~> 1.8)
      jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.81.0)
-      aws-sdk-core (~> 3, >= 3.193.0)
+    aws-sdk-kms (1.83.0)
+      aws-sdk-core (~> 3, >= 3.197.0)
      aws-sigv4 (~> 1.1)
-    aws-sdk-s3 (1.151.0)
-      aws-sdk-core (~> 3, >= 3.194.0)
+    aws-sdk-s3 (1.152.0)
+      aws-sdk-core (~> 3, >= 3.197.0)
      aws-sdk-kms (~> 1)
      aws-sigv4 (~> 1.8)
    aws-sigv4 (1.8.0)
@@ -138,7 +139,7 @@ GEM
      msgpack (~> 1.2)
    brakeman (6.1.2)
      racc
-    builder (3.2.4)
+    builder (3.3.0)
    capybara (3.40.0)
      addressable
      matrix
@@ -150,7 +151,7 @@ GEM
      xpath (~> 3.2)
    childprocess (5.0.0)
    climate_control (1.2.0)
-    concurrent-ruby (1.2.3)
+    concurrent-ruby (1.3.3)
    connection_pool (2.4.1)
    crack (1.0.0)
      bigdecimal
@@ -177,7 +178,7 @@ GEM
    erubi (1.12.0)
    et-orbi (1.2.11)
      tzinfo
-    faraday (2.9.0)
+    faraday (2.9.1)
      faraday-net_http (>= 2.0, < 3.2)
    faraday-net_http (3.1.0)
      net-http
@@ -189,7 +190,7 @@ GEM
      raabro (~> 1.4)
    globalid (1.2.1)
      activesupport (>= 6.1)
-    good_job (3.29.2)
+    good_job (3.29.3)
      activejob (>= 6.0.0)
      activerecord (>= 6.0.0)
      concurrent-ruby (>= 1.0.2)
@@ -239,6 +240,7 @@ GEM
    listen (3.9.0)
      rb-fsevent (~> 0.10, >= 0.10.3)
      rb-inotify (~> 0.9, >= 0.9.10)
+    logger (1.6.0)
    loofah (2.22.0)
      crass (~> 1.0.2)
      nokogiri (>= 1.12.0)
@@ -257,7 +259,7 @@ GEM
    msgpack (1.7.2)
    net-http (0.4.1)
      uri
-    net-imap (0.4.11)
+    net-imap (0.4.12)
      date
      net-protocol
    net-pop (0.1.2)
@@ -283,13 +285,13 @@ GEM
      base64
      faraday (>= 1, < 3)
      sawyer (~> 0.9)
-    pagy (8.4.0)
+    pagy (8.4.4)
    parallel (1.24.0)
    parser (3.3.1.0)
      ast (~> 2.4.1)
      racc
    pg (1.5.6)
-    prism (0.27.0)
+    prism (0.29.0)
    propshaft (0.9.0)
      actionpack (>= 7.0.0)
      activesupport (>= 7.0.0)
@@ -331,7 +333,7 @@ GEM
    rdoc (6.7.0)
      psych (>= 4.0.0)
    regexp_parser (2.9.2)
-    reline (0.5.7)
+    reline (0.5.8)
      io-console (~> 0.5)
    rexml (3.2.8)
      strscan (>= 3.0.9)
@@ -364,13 +366,12 @@ GEM
      rubocop-minitest
      rubocop-performance
      rubocop-rails
-    ruby-lsp (0.16.6)
+    ruby-lsp (0.17.1)
      language_server-protocol (~> 3.17.0)
-      prism (>= 0.23.0, < 0.28)
+      prism (>= 0.29.0, < 0.30)
      sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.6)
-      ruby-lsp (>= 0.16.5, < 0.17.0)
-      sorbet-runtime (>= 0.5.9897)
+    ruby-lsp-rails (0.3.7)
+      ruby-lsp (>= 0.17.0, < 0.18.0)
    ruby-progressbar (1.13.0)
    ruby-vips (2.2.1)
      ffi (~> 1.12)
@@ -397,23 +398,23 @@ GEM
    simplecov-html (0.12.3)
    simplecov_json_formatter (0.1.4)
    smart_properties (1.17.0)
-    sorbet-runtime (0.5.11383)
+    sorbet-runtime (0.5.11406)
    stackprof (0.2.26)
    stimulus-rails (1.3.3)
      railties (>= 6.0.0)
    stringio (3.1.0)
    strscan (3.1.0)
-    tailwindcss-rails (2.6.0)
+    tailwindcss-rails (2.6.1)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-aarch64-linux)
+    tailwindcss-rails (2.6.1-aarch64-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-arm-linux)
+    tailwindcss-rails (2.6.1-arm-linux)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-arm64-darwin)
+    tailwindcss-rails (2.6.1-arm64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-x86_64-darwin)
+    tailwindcss-rails (2.6.1-x86_64-darwin)
      railties (>= 7.0.0)
-    tailwindcss-rails (2.6.0-x86_64-linux)
+    tailwindcss-rails (2.6.1-x86_64-linux)
      railties (>= 7.0.0)
    terminal-table (3.0.2)
      unicode-display_width (>= 1.1.1, < 3)
--- a/README.md
+++ b/README.md
@@ -35,6 +35,11 @@ There are 3 primary ways to use the Maybe app:

 ## Local Development Setup

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

-  before_action :sync_accounts
-
  default_form_builder ApplicationFormBuilder

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

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

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

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

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

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

--- a/app/controllers/transactions_controller.rb
+++ b/app/controllers/transactions_controller.rb
@@ -52,6 +52,24 @@ class TransactionsController < ApplicationController
    redirect_to transactions_url, notice: t(".success")
  end

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

    def set_transaction
@@ -70,11 +88,19 @@ class TransactionsController < ApplicationController
      params[:transaction][:nature].to_s.inquiry
    end

+    def bulk_delete_params
+      params.require(:bulk_delete).permit(transaction_ids: [])
+    end
+
+    def bulk_update_params
+      params.require(:bulk_update).permit(:date, :notes, :excluded, :category_id, :merchant_id, transaction_ids: [])
+    end
+
    def search_params
      params.fetch(:q, {}).permit(:start_date, :end_date, :search, accounts: [], account_ids: [], categories: [], merchants: [])
    end

    def transaction_params
-      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id, tag_ids: [], taggings_attributes: [ :id, :tag_id, :_destroy ])
+      params.require(:transaction).permit(:name, :date, :amount, :currency, :notes, :excluded, :category_id, :merchant_id, tag_ids: [])
    end
 end
--- a/app/helpers/institutions_helper.rb
+++ b/app/helpers/institutions_helper.rb
@@ -0,0 +1,5 @@
+module InstitutionsHelper
+  def institution_logo(institution)
+    institution.logo.attached? ? institution.logo : institution.logo_url
+  end
+end
--- a/app/javascript/controllers/bulk_select_controller.js
+++ b/app/javascript/controllers/bulk_select_controller.js
@@ -0,0 +1,126 @@
+import {Controller} from "@hotwired/stimulus"
+
+// Connects to data-controller="bulk-select"
+export default class extends Controller {
+  static targets = ["row", "group", "selectionBar", "selectionBarText", "bulkEditDrawerTitle"]
+  static values = {
+    resource: String,
+    selectedIds: {type: Array, default: []}
+  }
+
+  connect() {
+    document.addEventListener("turbo:load", this.#updateView)
+
+    this.#updateView()
+  }
+
+  disconnect() {
+    document.removeEventListener("turbo:load", this.#updateView)
+  }
+
+  bulkEditDrawerTitleTargetConnected(element) {
+    element.innerText = `Edit ${this.selectedIdsValue.length} ${this.#pluralizedResourceName()}`
+  }
+
+  submitBulkRequest(e) {
+    const form = e.target.closest("form");
+    const scope = e.params.scope
+    this.#addHiddenFormInputsForSelectedIds(form, `${scope}[transaction_ids][]`, this.selectedIdsValue)
+    form.requestSubmit()
+  }
+
+  togglePageSelection(e) {
+    if (e.target.checked) {
+      this.#selectAll()
+    } else {
+      this.deselectAll()
+    }
+  }
+
+  toggleGroupSelection(e) {
+    const group = this.groupTargets.find(group => group.contains(e.target))
+
+    this.#rowsForGroup(group).forEach(row => {
+      if (e.target.checked) {
+        this.#addToSelection(row.dataset.id)
+      } else {
+        this.#removeFromSelection(row.dataset.id)
+      }
+    })
+  }
+
+  toggleRowSelection(e) {
+    if (e.target.checked) {
+      this.#addToSelection(e.target.dataset.id)
+    } else {
+      this.#removeFromSelection(e.target.dataset.id)
+    }
+  }
+
+  deselectAll() {
+    this.selectedIdsValue = []
+  }
+
+  selectedIdsValueChanged() {
+    this.#updateView()
+  }
+
+  #addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
+    transactionIds.forEach(id => {
+      const input = document.createElement("input");
+      input.type = 'hidden'
+      input.name = paramName
+      input.value = id
+      form.appendChild(input)
+    })
+  }
+
+  #rowsForGroup(group) {
+    return this.rowTargets.filter(row => group.contains(row))
+  }
+
+  #addToSelection(idToAdd) {
+    this.selectedIdsValue = Array.from(
+      new Set([...this.selectedIdsValue, idToAdd])
+    )
+  }
+
+  #removeFromSelection(idToRemove) {
+    this.selectedIdsValue = this.selectedIdsValue.filter(id => id !== idToRemove)
+  }
+
+  #selectAll() {
+    this.selectedIdsValue = this.rowTargets.map(t => t.dataset.id)
+  }
+
+  #updateView = () => {
+    this.#updateSelectionBar()
+    this.#updateGroups()
+    this.#updateRows()
+  }
+
+  #updateSelectionBar() {
+    const count = this.selectedIdsValue.length
+    this.selectionBarTextTarget.innerText = `${count} ${this.#pluralizedResourceName()} selected`
+    this.selectionBarTarget.hidden = count === 0
+    this.selectionBarTarget.querySelector("input[type='checkbox']").checked = count > 0
+  }
+
+  #pluralizedResourceName() {
+    return `${this.resourceValue}${this.selectedIdsValue.length === 1 ? "" : "s"}`
+  }
+
+  #updateGroups() {
+    this.groupTargets.forEach(group => {
+      const rows = this.rowTargets.filter(row => group.contains(row))
+      const groupSelected = rows.every(row => this.selectedIdsValue.includes(row.dataset.id))
+      group.querySelector("input[type='checkbox']").checked = groupSelected
+    })
+  }
+
+  #updateRows() {
+    this.rowTargets.forEach(row => {
+      row.checked = this.selectedIdsValue.includes(row.dataset.id)
+    })
+  }
+}
--- a/app/javascript/controllers/profile_image_preview_controller.js
+++ b/app/javascript/controllers/profile_image_preview_controller.js
@@ -8,7 +8,7 @@ export default class extends Controller {
    if (file) {
      const reader = new FileReader();
      reader.onload = (e) => {
-        this.imagePreviewTarget.innerHTML = `<img src="${e.target.result}" alt="Preview" class="w-24 h-24 rounded-full object-cover" />`;
+        this.imagePreviewTarget.innerHTML = `<img src="${e.target.result}" alt="Preview" class="w-full h-full rounded-full object-cover" />`;
        this.templateTarget.classList.add("hidden");
        this.clearBtnTarget.classList.remove("hidden");
      };
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -2,10 +2,12 @@ class Account < ApplicationRecord
  include Syncable
  include Monetizable

+  broadcasts_refreshes
+
  validates :family, presence: true

-  broadcasts_refreshes
  belongs_to :family
+  belongs_to :institution, optional: true
  has_many :balances, dependent: :destroy
  has_many :valuations, dependent: :destroy
  has_many :transactions, dependent: :destroy
@@ -19,6 +21,7 @@ class Account < ApplicationRecord
  scope :assets, -> { where(classification: "asset") }
  scope :liabilities, -> { where(classification: "liability") }
  scope :alphabetically, -> { order(:name) }
+  scope :ungrouped, -> { where(institution_id: nil) }

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

@@ -80,4 +83,20 @@ class Account < ApplicationRecord

    grouped_accounts
  end
+
+  def self.create_with_optional_start_balance!(attributes:, start_date: nil, start_balance: nil)
+    account = self.new(attributes.except(:accountable_type))
+    account.accountable = Accountable.from_type(attributes[:accountable_type])&.new
+
+    # Always build the initial valuation
+    account.valuations.build(date: Date.current, value: attributes[:balance], currency: account.currency)
+
+    # Conditionally build the optional start valuation
+    if start_date.present? && start_balance.present?
+      account.valuations.build(date: start_date, value: start_balance, currency: account.currency)
+    end
+
+    account.save!
+    account
+  end
 end
--- a/app/models/family.rb
+++ b/app/models/family.rb
@@ -2,6 +2,7 @@ class Family < ApplicationRecord
  has_many :users, dependent: :destroy
  has_many :tags, dependent: :destroy
  has_many :accounts, dependent: :destroy
+  has_many :institutions, dependent: :destroy
  has_many :transactions, through: :accounts
  has_many :imports, through: :accounts
  has_many :transaction_categories, dependent: :destroy, class_name: "Transaction::Category"
--- a/app/models/import.rb
+++ b/app/models/import.rb
@@ -148,15 +148,18 @@ class Import < ApplicationRecord

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

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

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

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

  attr_reader :key, :label, :validator

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

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

+  def fetch_latest_releases_notes
+    begin
+      Rails.cache.fetch("latest_github_releases_notes", expires_in: 2.hours) do
+        releases = Octokit.releases(repo)
+        releases.map do |release|
+          {
+            avatar: release.author.avatar_url,
+            name: release.name,
+            published_at: release.published_at,
+            body: Octokit.markdown(release.body, mode: "gfm", context: repo)
+          }
+        end
+      end
+
+    rescue => e
+      Rails.logger.error "Failed to fetch latest GitHub releases notes: #{e.message}"
+      []
+    end
+  end
+
  private
    def repo
      "#{owner}/#{name}"
--- a/app/views/accounts/_account.html.erb
+++ b/app/views/accounts/_account.html.erb
@@ -1,21 +1,27 @@
 <%= turbo_frame_tag dom_id(account) do %>
-  <div class="p-4 flex items-center justify-between gap-3">
+  <div class="p-4 flex items-center justify-between gap-3 group/account">
    <div class="flex items-center gap-3">
      <div class="w-8 h-8 flex items-center justify-center rounded-full text-xs font-medium <%= account.is_active ? "bg-blue-500/10 text-blue-500" : "bg-gray-500/10 text-gray-500" %>">
        <%= account.name[0].upcase %>
      </div>
-      <p class="text-sm font-medium <%= account.is_active ? "text-gray-900" : "text-gray-400" %>">
-        <%= account.name %>
-      </p>
+      <%= link_to account.name, account, class: [(account.is_active ? "text-gray-900" : "text-gray-400"), "text-sm font-medium hover:underline"], data: { turbo_frame: "_top" } %>
+
+      <%= link_to edit_account_path(account), data: { turbo_frame: :modal }, class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center" do %>
+        <%= lucide_icon "pencil-line", class: "w-4 h-4 text-gray-500" %>
+      <% end %>
    </div>
    <div class="flex items-center gap-8">
      <p class="text-sm font-medium <%= account.is_active ? "text-gray-900" : "text-gray-400" %>">
        <%= format_money account.balance_money %>
      </p>
-      <%= form_with model: account, method: :patch, html: { class: "flex items-center", data: { turbo_frame: "_top" } } do |form| %>
+
+      <%= form_with model: account,
+                    namespace: account.id,
+                    builder: ActionView::Helpers::FormBuilder,
+                    data: { controller: "auto-submit-form", turbo_frame: "_top" } do |form| %>
        <div class="relative inline-block select-none">
-          <%= form.check_box :is_active, class: "sr-only peer", id: "is_active_#{account.id}", onchange: "this.form.requestSubmit();" %>
-          <label for="is_active_<%= account.id %>" class="block bg-gray-100 w-9 h-5 rounded-full cursor-pointer after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out peer-checked:bg-green-600 peer-checked:after:translate-x-4"></label>
+          <%= form.check_box :is_active, { class: "sr-only peer", data: { "auto-submit-form-target": "auto" } } %>
+          <%= form.label :is_active, "&nbsp;".html_safe, class: "maybe-switch" %>
        </div>
      <% end %>
    </div>
--- a/app/views/accounts/_account_type.html.erb
+++ b/app/views/accounts/_account_type.html.erb
@@ -1,4 +1,4 @@
-<%= link_to new_account_path(step: "method", type: type.class.name.demodulize), class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-25 border border-transparent focus:border focus:border-gray-200 block px-2 hover:bg-gray-25 rounded-lg p-2" do %>
+<%= link_to new_account_path(step: "method", type: type.class.name.demodulize, institution_id: params[:institution_id]), class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-25 border border-transparent focus:border focus:border-gray-200 block px-2 hover:bg-gray-25 rounded-lg p-2" do %>
  <span class="flex w-8 h-8 shrink-0 grow-0 items-center justify-center rounded-lg <%= bg_color %> border border-alpha-black-25">
    <%= lucide_icon(icon, class: "#{text_color} w-5 h-5") %>
  </span>
--- a/app/views/accounts/_accountable_group.html.erb
+++ b/app/views/accounts/_accountable_group.html.erb
@@ -0,0 +1,17 @@
+<%# locals: (accounts:) %>
+
+<% accounts.group_by(&:accountable_type).each do |group, accounts| %>
+  <div class="bg-gray-25 p-1 rounded-xl">
+    <div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
+      <p><%= to_accountable_title(Accountable.from_type(group)) %></p>
+      <span class="text-gray-400 mx-2">&middot;</span>
+      <p><%= accounts.count %></p>
+      <p class="ml-auto"><%= format_money accounts.sum(&:balance_money) %></p>
+    </div>
+    <div class="bg-white">
+      <% accounts.each do |account| %>
+        <%= render account %>
+      <% end %>
+    </div>
+  </div>
+<% end %>
--- a/app/views/accounts/_empty.html.erb
+++ b/app/views/accounts/_empty.html.erb
@@ -0,0 +1,11 @@
+<div class="flex justify-center items-center h-[800px] text-sm">
+  <div class="text-center flex flex-col items-center max-w-[300px]">
+    <%= tag.p t(".no_accounts"), class: "text-gray-900 mb-1 font-medium" %>
+    <%= tag.p t(".empty_message"), class: "text-gray-500 mb-4" %>
+
+    <%= link_to new_account_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
+      <%= lucide_icon("plus", class: "w-5 h-5") %>
+      <span><%= t(".new_account") %></span>
+    <% end %>
+  </div>
+</div>
--- a/app/views/accounts/_entry_method.html.erb
+++ b/app/views/accounts/_entry_method.html.erb
@@ -6,7 +6,7 @@
    <%= text %>
  </span>
 <% else %>
-  <%= link_to new_account_path(type: type.class.name.demodulize), class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2" do %>
+  <%= link_to new_account_path(type: type.class.name.demodulize, institution_id: params[:institution_id]), class: "flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2" do %>
    <span class="flex w-8 h-8 shrink-0 grow-0 items-center justify-center rounded-lg bg-alpha-black-50 shadow-[inset_0_0_0_1px_rgba(0,0,0,0.02)]">
      <%= lucide_icon(icon, class: "text-gray-500 w-5 h-5") %>
    </span>
--- a/app/views/accounts/_header.html.erb
+++ b/app/views/accounts/_header.html.erb
@@ -0,0 +1,21 @@
+<header class="flex justify-between items-center text-gray-900 font-medium">
+  <h1 class="text-xl"><%= t(".accounts") %></h1>
+
+  <div class="flex items-center gap-2">
+    <%= contextual_menu do %>
+      <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+        <%= link_to accounts_path(return_to: summary_accounts_path),
+                    class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal" do %>
+          <%= lucide_icon "settings", class: "w-5 h-5 text-gray-500" %>
+          <span class="text-black"><%= t(".manage") %></span>
+        <% end %>
+      </div>
+
+    <% end %>
+
+    <%= link_to new_account_path, class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2", data: { turbo_frame: :modal } do %>
+      <%= lucide_icon("plus", class: "w-5 h-5") %>
+      <p class="text-sm font-medium"><%= t(".new") %></p>
+    <% end %>
+  </div>
+</header>
--- a/app/views/accounts/_institution_accounts.html.erb
+++ b/app/views/accounts/_institution_accounts.html.erb
@@ -0,0 +1,69 @@
+<%# locals: (institution:) %>
+
+<details open class="group bg-white p-4 border border-alpha-black-25 shadow-xs rounded-xl">
+  <summary class="flex items-center gap-2 focus-visible:outline-none">
+    <%= lucide_icon "chevron-right", class: "group-open:transform group-open:rotate-90 text-gray-500 w-5" %>
+
+    <div class="flex items-center justify-center h-8 w-8 bg-blue-600/10 rounded-full bg-black/5">
+      <% if institution_logo(institution) %>
+        <%= image_tag institution_logo(institution), class: "rounded-full h-full w-full" %>
+      <% else %>
+        <div class="flex items-center justify-center">
+          <%= tag.p institution.name.first.upcase, class: "text-blue-600 text-xs font-medium" %>
+        </div>
+      <% end %>
+    </div>
+
+    <%= link_to institution.name, edit_institution_path(institution), data: { turbo_frame: :modal }, class: "text-sm font-medium text-gray-900 ml-1 mr-auto hover:underline" %>
+
+    <%= contextual_menu do %>
+      <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+        <%= link_to new_account_path(institution_id: institution.id),
+                    class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
+                    data: { turbo_frame: :modal } do %>
+          <%= lucide_icon "plus", class: "w-5 h-5 text-gray-500" %>
+
+          <span><%= t(".add_account_to_institution") %></span>
+        <% end %>
+
+        <%= link_to edit_institution_path(institution),
+                    class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
+                    data: { turbo_frame: :modal } do %>
+          <%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
+
+          <span><%= t(".edit") %></span>
+        <% end %>
+
+        <%= button_to institution_path(institution),
+                      method: :delete,
+                      class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
+                      data: {
+                        turbo_confirm: {
+                          title: t(".confirm_title"),
+                          body: t(".confirm_body"),
+                          accept: t(".confirm_accept")
+                        }
+                      } do %>
+          <%= lucide_icon "trash-2", class: "w-5 h-5" %>
+
+          <span><%= t(".delete") %></span>
+        <% end %>
+      </div>
+
+    <% end %>
+  </summary>
+
+  <div class="space-y-4 mt-4">
+    <% if institution.accounts.any? %>
+      <%= render "accountable_group", accounts: institution.accounts %>
+    <% else %>
+      <div class="p-4 flex flex-col gap-3 items-center justify-center">
+        <p class="text-gray-500 text-sm">There are no accounts in this financial institution</p>
+        <%= link_to new_account_path(institution_id: institution.id), class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-1.5 pr-2", data: { turbo_frame: "modal" } do %>
+          <%= lucide_icon("plus", class: "w-4 h-4") %>
+          <span><%= t(".new_account") %></span>
+        <% end %>
+      </div>
+    <% end %>
+  </div>
+</details>
--- a/app/views/accounts/_institutionless_accounts.html.erb
+++ b/app/views/accounts/_institutionless_accounts.html.erb
@@ -0,0 +1,17 @@
+<%# locals: (accounts:) %>
+
+<details open class="group bg-white p-4 border border-alpha-black-25 shadow-xs rounded-xl">
+  <summary class="flex items-center gap-2 focus-visible:outline-none">
+    <%= lucide_icon "chevron-right", class: "group-open:transform group-open:rotate-90 text-gray-500 w-5" %>
+
+    <div class="flex items-center justify-center h-8 w-8 rounded-full bg-black/5">
+      <%= lucide_icon("folder-pen", class: "w-5 h-5 text-gray-500") %>
+    </div>
+
+    <span class="mr-auto text-sm font-medium text-gray-900"><%= t(".other_accounts") %></span>
+  </summary>
+
+  <div class="space-y-4 mt-4">
+    <%= render "accountable_group", accounts: accounts %>
+  </div>
+</details>
--- a/app/views/accounts/_transactions.html.erb
+++ b/app/views/accounts/_transactions.html.erb
@@ -13,7 +13,7 @@
  <% else %>
    <div class="space-y-6">
      <% transactions.group_by(&:date).each do |date, transactions| %>
-        <%= transactions_group(date, transactions) %>
+        <%= transactions_group(date, transactions, "accounts/transactions/transaction") %>
      <% end %>
    </div>
  <% end %>
--- a/app/views/accounts/edit.html.erb
+++ b/app/views/accounts/edit.html.erb
@@ -0,0 +1,21 @@
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".edit", account: @account.name) %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= form_with model: @account, data: { turbo_frame: "_top" } do |f| %>
+      <%= f.text_field :name, label: "Name" %>
+
+      <div class="relative">
+        <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
+        <%= link_to new_institution_path do %>
+          <%= lucide_icon "plus", class: "text-gray-700 hover:text-gray-500 w-4 h-4 absolute right-3 top-2" %>
+        <% end %>
+      </div>
+
+      <%= f.submit %>
+    <% end %>
+  </article>
+<% end %>
--- a/app/views/accounts/index.html.erb
+++ b/app/views/accounts/index.html.erb
@@ -1,62 +1,45 @@
 <% content_for :sidebar do %>
  <%= render "settings/nav" %>
 <% end %>
+
 <div class="space-y-4">
-  <div class="flex items-center justify-between">
-    <h1 class="text-xl font-medium text-gray-900">Accounts</h1>
-    <%= link_to new_account_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
-      <%= lucide_icon("plus", class: "w-5 h-5") %>
-      <span><%= t(".new_account") %></span>
-    <% end %>
-  </div>
-  <% if @accounts.empty? %>
-    <div class="flex justify-center items-center h-[800px] text-sm">
-      <div class="text-center flex flex-col items-center max-w-[300px]">
-        <p class="text-gray-900 mb-1 font-medium">No accounts yet</p>
-        <p class="text-gray-500 mb-4">Add an account either via connection, importing or entering manually.</p>
-        <%= link_to new_account_path, class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
+  <header class="flex justify-between items-center text-gray-900 font-medium">
+    <h1 class="text-xl"><%= t(".accounts") %></h1>
+    <div class="flex items-center gap-5">
+      <div class="flex items-center gap-2">
+        <%= contextual_menu do %>
+          <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+            <%= link_to new_institution_path,
+                        class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal",
+                        data: { turbo_frame: "modal" } do %>
+              <%= lucide_icon "building-2", class: "w-5 h-5 text-gray-500" %>
+              <span class="text-black"><%= t(".add_institution") %></span>
+            <% end %>
+          </div>
+        <% end %>
+
+        <%= link_to new_account_path,
+                    data: { turbo_frame: "modal" },
+                    class: "rounded-lg bg-gray-900 text-white flex items-center gap-1 justify-center hover:bg-gray-700 px-3 py-2" do %>
          <%= lucide_icon("plus", class: "w-5 h-5") %>
-          <span><%= t(".new_account") %></span>
+          <p class="text-sm font-medium"><%= t(".new_account") %></p>
        <% end %>
      </div>
    </div>
+  </header>
+
+  <% if @accounts.empty? && @institutions.empty? %>
+    <%= render "empty" %>
  <% else %>
-    <div>
-      <% @accounts.by_provider.each do |item| %>
-        <details open class="bg-white group p-4 border border-alpha-black-25 shadow-xs rounded-xl">
-          <summary class="flex items-center gap-2">
-            <%= lucide_icon("chevron-down", class: "hidden group-open:block w-5 h-5 text-gray-500") %>
-            <%= lucide_icon("chevron-right", class: "group-open:hidden w-5 h-5 text-gray-500") %>
-            <% if item[:name] == "Manual accounts" %>
-              <div class="flex items-center justify-center h-8 w-8 rounded-full bg-black/5">
-                <%= lucide_icon("folder-pen", class: "w-5 h-5 text-gray-500") %>
-              </div>
-            <% end %>
-            <span class="text-sm font-medium text-gray-900">
-              <%= item[:name] %>
-            </span>
-          </summary>
-          <div class="space-y-4 mt-4">
-            <% item[:accounts].each do |group, accounts| %>
-              <div class="bg-gray-25 p-1 rounded-xl">
-                <div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
-                  <p><%= to_accountable_title(Accountable.from_type(group)) %></p>
-                  <span class="text-gray-400 mx-2">&middot;</span>
-                  <p><%= accounts.count %></p>
-                  <p class="ml-auto"><%= format_money accounts.sum(&:balance_money) %></p>
-                </div>
-                <div class="bg-white">
-                  <% accounts.each do |account| %>
-                    <%= render account %>
-                  <% end %>
-                </div>
-              </div>
-            <% end %>
-          </div>
-        </details>
+    <div class="space-y-2">
+      <% @institutions.each do |institution| %>
+        <%= render "institution_accounts", institution: %>
      <% end %>
+
+      <%= render "institutionless_accounts", accounts: @accounts %>
    </div>
  <% end %>
+
  <div class="flex justify-between gap-4">
    <% if self_hosted? %>
      <%= previous_setting("Self-Hosting", settings_hosting_path) %>
--- a/app/views/accounts/new.html.erb
+++ b/app/views/accounts/new.html.erb
@@ -20,14 +20,18 @@
      <div class="border-t border-alpha-black-25 p-4 text-gray-500 text-sm flex justify-between">
        <div class="flex space-x-5">
          <div class="flex items-center space-x-2">
-            <span>Select</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
+            <span>Select</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
          </div>
          <div class="flex items-center space-x-2">
-            <span>Navigate</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
+            <span>Navigate</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
          </div>
        </div>
        <div class="flex items-center space-x-2">
-          <button data-action="modal#close">Close</button> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
+          <button data-action="modal#close">Close</button>
+          <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
        </div>
      </div>
    <% elsif params[:step] == 'method' && @account.accountable.present? %>
@@ -47,14 +51,18 @@
      <div class="border-t border-alpha-black-25 p-4 text-gray-500 text-sm flex justify-between">
        <div class="flex space-x-5">
          <div class="flex items-center space-x-2">
-            <span>Select</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
+            <span>Select</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("corner-down-left", class: "inline w-3 h-3") %></kbd>
          </div>
          <div class="flex items-center space-x-2">
-            <span>Navigate</span> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
+            <span>Navigate</span>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-up", class: "inline w-3 h-3") %></kbd>
+            <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-5 h-5 shrink-0 grow-0 items-center justify-center"><%= lucide_icon("arrow-down", class: "inline w-3 h-3") %></kbd>
          </div>
        </div>
        <div class="flex items-center space-x-2">
-          <button data-action="modal#close">Close</button> <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
+          <button data-action="modal#close">Close</button>
+          <kbd class="bg-alpha-black-50 shadow-[inset_0_-1px_0_0_rgba(0,0,0,0.1)] p-1 rounded-md flex w-8 h-5 shrink-0 grow-0 items-center justify-center text-xs">ESC</kbd>
        </div>
      </div>
    <% else %>
@@ -68,9 +76,19 @@
        <div class="space-y-4 grow">
          <%= f.hidden_field :accountable_type %>
          <%= f.text_field :name, placeholder: t(".name.placeholder"), required: "required", label: t(".name.label"), autofocus: true %>
+          <%= f.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
          <%= render "accounts/#{permitted_accountable_partial(@account.accountable_type)}", f: f %>
-          <%= f.money_field :balance_money, label: t(".balance.label"), required: "required" %>
-          <%= f.date_field :start_date, label: t(".start_date.label"), required: true, max: Date.today, value: Date.today %>
+          <%= f.money_field :balance_money, label: t(".balance"), required: "required" %>
+
+          <div>
+            <%= check_box_tag :add_start_values, class: "maybe-checkbox maybe-checkbox--light peer mb-1" %>
+            <%= label_tag :add_start_values, t(".optional_start_balance_message"), class: "pl-1 text-sm text-gray-500" %>
+
+            <div class="hidden peer-checked:flex items-center gap-2 mt-3 mb-6">
+              <div class="w-1/2"><%= f.date_field :start_date, label: t(".start_date"), max: Date.current %></div>
+              <div class="w-1/2"><%= f.number_field :start_balance, label: t(".start_balance") %></div>
+            </div>
+          </div>
        </div>
        <%= f.submit "Add #{@account.accountable.model_name.human.downcase}" %>
      <% end %>
--- a/app/views/accounts/show.html.erb
+++ b/app/views/accounts/show.html.erb
@@ -9,33 +9,38 @@
      <%= button_to sync_account_path(@account), method: :post, class: "flex items-center gap-2", title: "Sync Account" do %>
        <%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-900 hover:text-gray-500" %>
      <% end %>
-      <div class="relative cursor-not-allowed">
-        <div class="flex items-center gap-2 px-3 py-2">
-          <span class="text-gray-900"><%= @account.balance_money.currency.iso_code %> <%= @account.balance_money.currency.symbol %></span>
-          <%= lucide_icon("chevron-down", class: "w-5 h-5 text-gray-500") %>
+
+      <%= contextual_menu do %>
+        <div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
+          <%= link_to edit_account_path(@account),
+                      data: { turbo_frame: :modal },
+                      class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
+            <%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
+
+            <span><%= t(".edit") %></span>
+          <% end %>
+
+          <%= link_to new_import_path(account_id: @account.id),
+                      class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
+            <%= lucide_icon "download", class: "w-5 h-5 text-gray-500" %>
+
+            <span><%= t(".import") %></span>
+          <% end %>
+
+          <%= button_to account_path(@account),
+                        method: :delete,
+                        class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
+                        data: {
+                          turbo_confirm: {
+                            title: t(".confirm_title"),
+                            body: t(".confirm_body_html"),
+                            accept: t(".confirm_accept", name: @account.name)
+                          }
+                        } do %>
+            <%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
+          <% end %>
        </div>
-      </div>
-      <div class="relative cursor-pointer" data-controller="menu">
-        <button data-menu-target="button" class="flex hover:bg-gray-100 p-2 rounded">
-          <%= lucide_icon("more-horizontal", class: "w-5 h-5 text-gray-500") %>
-        </button>
-        <div data-menu-target="content" class="absolute z-10 top-10 right-0 border border-alpha-black-25 bg-white rounded-lg shadow-xs hidden">
-          <div class="w-48 px-3 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
-            <%= button_to account_path(@account),
-                method: :delete,
-                class: "block w-full py-2 text-red-600 hover:text-red-800 flex items-center",
-                data: {
-                  turbo_confirm: {
-                    title: t(".confirm_title"),
-                    body: t(".confirm_body_html"),
-                    accept: t(".confirm_accept", name: @account.name)
-                  }
-                } do %>
-              <%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
-            <% end %>
-          </div>
-        </div>
-      </div>
+      <% end %>
    </div>
  </div>
  <%= turbo_frame_tag "sync_message" do %>
--- a/app/views/accounts/summary.html.erb
+++ b/app/views/accounts/summary.html.erb
@@ -1,11 +1,6 @@
 <div class="space-y-4">
-  <div class="flex items-center justify-between">
-    <h1 class="text-xl font-medium text-gray-900">Accounts</h1>
-    <%= link_to new_account_path, class: "flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-2 pr-3", data: { turbo_frame: "modal" } do %>
-      <%= lucide_icon("plus", class: "w-5 h-5") %>
-      <span><%= t(".new") %></span>
-    <% end %>
-  </div>
+
+  <%= render "header" %>

  <% if @accounts.empty? %>
    <%= render "shared/no_account_empty_state" %>
--- a/app/views/accounts/transactions/_transaction.html.erb
+++ b/app/views/accounts/transactions/_transaction.html.erb
@@ -0,0 +1,17 @@
+<%= turbo_frame_tag dom_id(transaction), class: "grid grid-cols-12 items-center text-gray-900 py-4 text-sm font-medium px-4" do %>
+  <div class="col-span-4">
+    <%= render "transactions/name", transaction: transaction %>
+  </div>
+
+  <div class="col-span-3">
+    <%= render "transactions/categories/badge", category: transaction.category %>
+  </div>
+
+  <%= link_to transaction.account.name,
+              account_path(transaction.account),
+              class: ["col-span-3 hover:underline"] %>
+
+  <div class="col-span-2 ml-auto">
+    <%= render "transactions/amount", transaction: transaction %>
+  </div>
+<% end %>
--- a/app/views/imports/configure.html.erb
+++ b/app/views/imports/configure.html.erb
@@ -14,7 +14,8 @@
        <% @import.expected_fields.each do |field| %>
          <%= mappings.select field.key,
                              options_for_select(@import.available_headers, @import.get_selected_header_for_field(field)),
-                              label: field.label %>
+                              label: field.label,
+                              include_blank: field.optional? ? t(".optional") : false %>
        <% end %>
      <% end %>
    </div>
--- a/app/views/institutions/_form.html.erb
+++ b/app/views/institutions/_form.html.erb
@@ -0,0 +1,27 @@
+<%= form_with model: institution, data: { turbo_frame: "_top", controller: "profile-image-preview" } do |f| %>
+
+  <div class="flex justify-center items-center py-4">
+    <%= f.label :logo do %>
+      <div class="relative cursor-pointer hover:opacity-80 w-16 h-16 rounded-full bg-gray-50">
+        <% persisted_logo = institution_logo(institution) %>
+
+        <% if persisted_logo %>
+          <%= image_tag persisted_logo, class: "absolute inset-0 rounded-full w-full h-full object-cover" %>
+        <% end %>
+
+        <div data-profile-image-preview-target="imagePreview" class="absolute inset-0 h-full w-full flex items-center justify-center">
+          <% unless persisted_logo %>
+            <%= lucide_icon "image-plus", class: "w-5 h-5 text-gray-500 cursor-pointer", data: { profile_image_preview_target: "template" } %>
+          <% end %>
+        </div>
+      </div>
+    <% end %>
+  </div>
+
+  <%= f.file_field :logo,
+                   accept: "image/png, image/jpeg",
+                   class: "hidden",
+                   data: { profile_image_preview_target: "fileField", action: "profile-image-preview#preview" } %>
+  <%= f.text_field :name, label: t(".name") %>
+  <%= f.submit %>
+<% end %>
--- a/app/views/institutions/edit.html.erb
+++ b/app/views/institutions/edit.html.erb
@@ -0,0 +1,10 @@
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".edit", institution: @institution.name) %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= render "form", institution: @institution %>
+  </article>
+<% end %>
--- a/app/views/institutions/new.html.erb
+++ b/app/views/institutions/new.html.erb
@@ -0,0 +1,10 @@
+<%= modal do %>
+  <article class="mx-auto w-full p-4 space-y-4 min-w-[350px]">
+    <header class="flex justify-between">
+      <h2 class="font-medium text-xl"><%= t(".new_institution") %></h2>
+      <%= lucide_icon "x", class: "w-5 h-5 text-gray-500", data: { action: "click->modal#close" } %>
+    </header>
+
+    <%= render "form", institution: @institution %>
+  </article>
+<% end %>
--- a/app/views/pages/changelog.html.erb
+++ b/app/views/pages/changelog.html.erb
@@ -2,11 +2,27 @@
  <%= render "settings/nav" %>
 <% end %>
 <div class="space-y-4">
-  <h1 class="text-gray-900 text-xl font-medium mb-4">What's New</h1>
+  <h1 class="text-gray-900 text-xl font-medium mb-4"><%= t(".title") %></h1>
  <div class="bg-white shadow-xs border border-alpha-black-25 rounded-xl p-4">
-    <div class="flex justify-center items-center py-20">
-      <p class="text-gray-500">Changelog coming soon...</p>
-    </div>
+    <% @releases_notes.each do |release_notes| %>
+      <div class="flex justify-between gap-4 mb-12 last:mb-0">
+        <div class="w-1/3">
+          <div class="px-3 flex items-center gap-3">
+            <div class="text-white shrink-0 w-9 h-9">
+              <%= image_tag release_notes[:avatar], class: "rounded-full w-full h-full object-cover" %>
+            </div>
+          <div>
+            <div class="text-gray-900 font-medium text-sm"><%= release_notes[:name] %></div>
+            <div class="text-gray-500 text-sm"><%= release_notes[:published_at].strftime("%B %d, %Y") %></div>
+          </div>
+        </div>
+        </div>
+        <div class="w-2/3 text-gray-500 text-sm prose prose--github-release-notes">
+          <h2 class="mb-5 text-xl text-gray-900"><%= release_notes[:name] %></h2>
+          <%= release_notes[:body].html_safe %>
+        </div>
+      </div>
+    <% end %>
  </div>
  <div class="flex justify-between gap-4">
    <%= previous_setting("Imports", imports_path) %>
--- a/app/views/pages/dashboard/transactions/_transaction.html.erb
+++ b/app/views/pages/dashboard/transactions/_transaction.html.erb
@@ -1,5 +1,5 @@
 <div class="text-gray-900 flex items-center py-4 text-sm font-medium px-4">
-  <div class="grow">
+  <div class="grow max-w-72">
    <%= render "transactions/name", transaction: transaction %>
  </div>

--- a/app/views/settings/_nav.html.erb
+++ b/app/views/settings/_nav.html.erb
@@ -1,5 +1,5 @@
 <div class="flex items-center gap-1 mb-6">
-  <%= link_to root_path, class: "flex items-center gap-1 text-gray-900 font-medium text-sm" do %>
+  <%= link_to return_to_path(params), class: "flex items-center gap-1 text-gray-900 font-medium text-sm" do %>
    <%= lucide_icon "chevron-left", class: "w-5 h-5 text-gray-500" %>
    <span>Back</span>
  <% end %>
--- a/app/views/settings/hostings/show.html.erb
+++ b/app/views/settings/hostings/show.html.erb
@@ -5,47 +5,52 @@
  <h1 class="text-gray-900 text-xl font-medium mb-4"><%= t(".page_title") %></h1>
  <%= settings_section title: t(".general_settings_title") do %>
    <%= form_with model: Setting.new, url: settings_hosting_path, method: :patch, local: true, html: { class: "space-y-6", data: { controller: "auto-submit-form", "auto-submit-form-trigger-event-value" => "blur" } } do |form| %>
-      <div>
-        <h2 class="font-medium mb-1"><%= t(".upgrades.title") %></h2>
-        <p class="text-gray-500 text-sm mb-4"><%= t(".upgrades.description") %></p>
-        <div class="space-y-4">
-          <div class="flex items-center gap-4">
-            <%= form.radio_button :upgrades_mode, "manual", checked: Setting.upgrades_mode == "manual", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
-            <%= form.label :upgrades_mode_manual, t(".upgrades.manual.title"), class: "text-gray-900 text-sm" do %>
-              <span class="font-medium"><%= t(".upgrades.manual.title") %></span>
-              <br>
-              <span class="text-gray-500">
+
+      <% if ENV["HOSTING_PLATFORM"] == "render" %>
+        <div>
+          <h2 class="font-medium mb-1"><%= t(".upgrades.title") %></h2>
+          <p class="text-gray-500 text-sm mb-4"><%= t(".upgrades.description") %></p>
+          <div class="space-y-4">
+            <div class="flex items-center gap-4">
+              <%= form.radio_button :upgrades_mode, "manual", checked: Setting.upgrades_mode == "manual", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
+              <%= form.label :upgrades_mode_manual, t(".upgrades.manual.title"), class: "text-gray-900 text-sm" do %>
+                <span class="font-medium"><%= t(".upgrades.manual.title") %></span>
+                <br>
+                <span class="text-gray-500">
                <%= t(".upgrades.manual.description") %>
              </span>
-            <% end %>
-          </div>
-          <div class="flex items-center gap-4">
-            <%= form.radio_button :upgrades_mode, "release", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "release", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
-            <%= form.label :upgrades_mode_release, t(".upgrades.latest_release.title"), class: "text-gray-900 text-sm" do %>
-              <span class="font-medium"><%= t(".upgrades.latest_release.title") %></span>
-              <br>
-              <span class="text-gray-500">
+              <% end %>
+            </div>
+            <div class="flex items-center gap-4">
+              <%= form.radio_button :upgrades_mode, "release", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "release", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
+              <%= form.label :upgrades_mode_release, t(".upgrades.latest_release.title"), class: "text-gray-900 text-sm" do %>
+                <span class="font-medium"><%= t(".upgrades.latest_release.title") %></span>
+                <br>
+                <span class="text-gray-500">
                <%= t(".upgrades.latest_release.description") %>
              </span>
-            <% end %>
-          </div>
-          <div class="flex items-center gap-4">
-            <%= form.radio_button :upgrades_mode, "commit", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "commit", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
-            <%= form.label :upgrades_mode_commit, t(".upgrades.latest_commit.title"), class: "text-gray-900 text-sm" do %>
-              <span class="font-medium"><%= t(".upgrades.latest_commit.title") %></span>
-              <br>
-              <span class="text-gray-500">
+              <% end %>
+            </div>
+            <div class="flex items-center gap-4">
+              <%= form.radio_button :upgrades_mode, "commit", checked: Setting.upgrades_mode == "auto" && Setting.upgrades_target == "commit", data: { "auto-submit-form-target" => "auto", "autosubmit-trigger-event": "input" } %>
+              <%= form.label :upgrades_mode_commit, t(".upgrades.latest_commit.title"), class: "text-gray-900 text-sm" do %>
+                <span class="font-medium"><%= t(".upgrades.latest_commit.title") %></span>
+                <br>
+                <span class="text-gray-500">
                <%= t(".upgrades.latest_commit.description") %>
              </span>
-            <% end %>
+              <% end %>
+            </div>
          </div>
        </div>
-      </div>
-      <div>
-        <h2 class="font-medium mb-1"><%= t(".provider_settings.title") %></h2>
-        <p class="text-gray-500 text-sm mb-4"><%= t(".render_deploy_hook_description") %></p>
-        <%= form.url_field :render_deploy_hook, label: t(".render_deploy_hook_label"), placeholder: t(".render_deploy_hook_placeholder"), value: Setting.render_deploy_hook, data: { "auto-submit-form-target" => "auto" } %>
-      </div>
+
+        <div>
+          <h2 class="font-medium mb-1"><%= t(".provider_settings.title") %></h2>
+          <p class="text-gray-500 text-sm mb-4"><%= t(".render_deploy_hook_description") %></p>
+          <%= form.url_field :render_deploy_hook, label: t(".render_deploy_hook_label"), placeholder: t(".render_deploy_hook_placeholder"), value: Setting.render_deploy_hook, data: { "auto-submit-form-target" => "auto" } %>
+        </div>
+      <% end %>
+
      <div>
        <h2 class="font-medium mb-1"><%= t(".smtp_settings.title") %></h2>
        <p class="text-gray-500 text-sm mb-4"><%= t(".smtp_settings.description") %></p>
@@ -69,13 +74,14 @@
              </div>
            </div>
            <div>
-              <%= link_to t(".smtp_settings.send_test_email_button"), send_test_email_settings_hosting_path, data: { turbo_method: :post }, class:"bg-gray-50 text-gray-900 text-sm font-medium rounded-lg px-3 py-2" %>
+              <%= link_to t(".smtp_settings.send_test_email_button"), send_test_email_settings_hosting_path, data: { turbo_method: :post }, class: "bg-gray-50 text-gray-900 text-sm font-medium rounded-lg px-3 py-2" %>
            </div>
          </div>
        </div>
      </div>
    <% end %>
  <% end %>
+
  <div class="flex justify-between gap-4">
    <%= previous_setting("Billing", settings_billing_path) %>
    <%= next_setting("Accounts", accounts_path) %>
--- a/app/views/settings/profiles/show.html.erb
+++ b/app/views/settings/profiles/show.html.erb
@@ -8,7 +8,7 @@
      <%= form_with model: Current.user, url: settings_profile_path, html: {data: { controller: "profile-image-preview" }} do |form| %>
        <div class="flex items-center gap-4">
          <div class="relative flex justify-center items-center bg-gray-50 w-24 h-24 rounded-full border border-alpha-black-25">
-            <div data-profile-image-preview-target="imagePreview">
+            <div data-profile-image-preview-target="imagePreview" class="h-full w-full flex justify-center items-center">
              <% profile_image_attached = Current.user.profile_image.attached? %>
              <% if profile_image_attached %>
                <div class="h-24 w-24">
--- a/app/views/shared/_modal.html.erb
+++ b/app/views/shared/_modal.html.erb
@@ -1,6 +1,6 @@
 <%# locals: (content:, classes:) -%>
 <%= turbo_frame_tag "modal" do %>
-  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-h-[648px] max-w-[580px] w-min-content shadow-xs h-fit <%= classes %>" data-controller="modal" data-action="click->modal#clickOutside">
+  <dialog class="bg-white border border-alpha-black-25 rounded-2xl max-w-[580px] w-min-content shadow-xs h-fit <%= classes %>" data-controller="modal" data-action="click->modal#clickOutside">
    <div class="flex flex-col">
      <%= content %>
    </div>
--- a/app/views/transactions/_date_group.html.erb
+++ b/app/views/transactions/_date_group.html.erb
@@ -0,0 +1,17 @@
+<%# locals: (date:, transactions:) %>
+<div class="bg-gray-25 rounded-xl p-1 w-full" data-bulk-select-target="group">
+  <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-gray-500">
+    <div class="flex pl-0.5 items-center gap-4">
+      <%= check_box_tag "#{date}_transactions_selection",
+                        class: "maybe-checkbox maybe-checkbox--light",
+                        id: "selection_transaction_#{date}",
+                        data: { action: "bulk-select#toggleGroupSelection" } %>
+      <%= tag.span "#{date.strftime('%b %d, %Y')} · #{transactions.size}" %>
+    </div>
+
+    <%= tag.span format_money(-transactions.sum(&:amount_money)) %>
+  </div>
+  <div class="bg-white shadow-xs rounded-md border border-alpha-black-25 divide-y divide-alpha-black-50">
+    <%= render transactions %>
+  </div>
+</div>
--- a/app/views/transactions/_name.html.erb
+++ b/app/views/transactions/_name.html.erb
@@ -1,9 +1,9 @@
 <%= content_tag :div, class: ["flex items-center gap-2"] do %>
-  <div class="w-8 h-8 flex items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
+  <div class="flex h-8 w-8 shrink-0 items-center justify-center rounded-full bg-gray-600/5 text-gray-600">
    <%= transaction.name[0].upcase %>
  </div>

-  <div class="text-gray-900 truncate">
+  <div class="truncate text-gray-900">
    <% if transaction.new_record? %>
      <%= content_tag :p, transaction.name %>
    <% else %>
--- a/app/views/transactions/_selection_bar.html.erb
+++ b/app/views/transactions/_selection_bar.html.erb
@@ -0,0 +1,24 @@
+<div class="fixed bottom-6 z-10 flex items-center justify-between rounded-xl bg-gray-900 px-4 text-sm text-white w-[420px] py-1.5">
+  <div class="flex items-center gap-2">
+    <%= check_box_tag "transaction_selection", 1, true, class: "maybe-checkbox maybe-checkbox--dark", data: { action: "bulk-select#deselectAll" } %>
+
+    <p data-bulk-select-target="selectionBarText"></p>
+  </div>
+
+  <div class="flex items-center gap-1 text-gray-500">
+    <%= turbo_frame_tag "bulk_transaction_edit_drawer" %>
+
+    <%= link_to bulk_edit_transactions_path,
+                class: "p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md",
+                title: "Edit",
+                data: { turbo_frame: "bulk_transaction_edit_drawer" } do %>
+      <%= lucide_icon "pencil-line", class: "w-5 group-hover:text-white" %>
+    <% end %>
+
+    <%= form_with url: bulk_delete_transactions_path, builder: ActionView::Helpers::FormBuilder, data: { turbo_confirm: true } do %>
+      <button type="button" data-bulk-select-scope-param="bulk_delete" data-action="bulk-select#submitBulkRequest" class="p-1.5 group hover:bg-gray-700 flex items-center justify-center rounded-md" title="Delete">
+        <%= lucide_icon "trash-2", class: "w-5 group-hover:text-white" %>
+      </button>
+    <% end %>
+  </div>
+</div>
--- a/app/views/transactions/_transaction.html.erb
+++ b/app/views/transactions/_transaction.html.erb
@@ -1,6 +1,12 @@
 <%= turbo_frame_tag dom_id(transaction), class: "grid grid-cols-12 items-center text-gray-900 py-4 text-sm font-medium px-4" do %>
-  <div class="col-span-4">
-    <%= render "transactions/name", transaction: transaction %>
+  <div class="col-span-4 flex items-center gap-4">
+    <%= check_box_tag dom_id(transaction, "selection"),
+                      class: "maybe-checkbox maybe-checkbox--light",
+                      data: { id: transaction.id, "bulk-select-target": "row", action: "bulk-select#toggleRowSelection" } %>
+
+    <div class="max-w-full pr-10">
+      <%= render "transactions/name", transaction: transaction %>
+    </div>
  </div>

  <div class="col-span-3">
@@ -9,6 +15,7 @@

  <%= link_to transaction.account.name,
              account_path(transaction.account),
+              data: { turbo_frame: "_top" },
              class: ["col-span-3 hover:underline"] %>

  <div class="col-span-2 ml-auto">
--- a/app/views/transactions/bulk_edit.html.erb
+++ b/app/views/transactions/bulk_edit.html.erb
@@ -0,0 +1,80 @@
+<%= turbo_frame_tag "bulk_transaction_edit_drawer" do %>
+  <dialog data-controller="modal"
+          data-action="click->modal#clickOutside"
+          class="bg-white border border-alpha-black-25 rounded-2xl max-h-[calc(100vh-32px)] max-w-[480px] w-full shadow-xs h-full mt-4 mr-4">
+    <%= form_with url: bulk_update_transactions_path, scope: "bulk_update", html: { class: "h-full" }, data: { turbo_frame: "_top" } do |form| %>
+      <div class="flex h-full flex-col justify-between p-4">
+        <div>
+          <div class="flex h-9 items-center justify-end">
+            <div data-action="click->modal#close" class="cursor-pointer">
+              <%= lucide_icon("x", class: "w-5 h-5 shrink-0") %>
+            </div>
+          </div>
+
+          <div class="flex flex-col overflow-scroll">
+            <div>
+              <header class="mb-4 space-y-1">
+                <h3 class="text-2xl font-medium" data-bulk-select-target="bulkEditDrawerTitle">
+                  Edit transactions
+                </h3>
+              </header>
+
+              <div class="space-y-2">
+                <details class="group space-y-2" open>
+                  <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+                    <h4><%= t(".overview") %></h4>
+                    <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+                  </summary>
+
+                  <div class="pb-6 space-y-2">
+                    <%= form.date_field :date, label: t(".date"), max: Date.current %>
+                    <%= form.collection_select :category_id, Current.family.transaction_categories, :id, :name, { prompt: t(".select_category"), label: t(".category"), class: "text-gray-400" } %>
+                    <%= form.collection_select :merchant_id, Current.family.transaction_merchants, :id, :name, { prompt: t(".select_merchant"), label: t(".merchant"), class: "text-gray-400" } %>
+                  </div>
+                </details>
+
+                <details class="group space-y-2" open>
+                  <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+                    <h4><%= t(".additional") %></h4>
+                    <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+                  </summary>
+
+                  <div>
+                    <%= form.text_area :notes, label: t(".note"), placeholder: t(".note_placeholder"), rows: 5 %>
+                  </div>
+                </details>
+
+                <details class="group space-y-2" open>
+                  <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+                    <h4><%= t(".settings") %></h4>
+                    <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+                  </summary>
+
+                  <div class="flex cursor-pointer items-center justify-between gap-4 p-3 pb-6">
+                    <div class="text-sm space-y-1">
+                      <h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
+                      <p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
+                    </div>
+
+                    <div class="relative inline-block select-none">
+                      <%= form.check_box :excluded, class: "sr-only peer" %>
+                      <label for="bulk_update_excluded" class="maybe-switch"></label>
+                    </div>
+                  </div>
+                </details>
+              </div>
+            </div>
+          </div>
+        </div>
+        <div class="flex justify-end items-center gap-2">
+          <%= link_to t(".cancel"), transactions_path, class: "text-sm font-medium text-gray-900 px-3 py-2" %>
+
+          <%= tag.button t(".save"),
+                         type: "button",
+                         data: { "bulk-select-scope-param": "bulk_update", action: "bulk-select#submitBulkRequest" },
+                         class: "px-3 py-2 bg-gray-900 text-white text-sm font-medium rounded-lg" %>
+        </div>
+      </div>
+    <% end %>
+  </dialog>
+<% end %>
--- a/app/views/transactions/index.html.erb
+++ b/app/views/transactions/index.html.erb
@@ -1,23 +1,32 @@
 <div class="space-y-4">
-
  <%= render "header" %>

  <%= render partial: "transactions/summary", locals: { totals: @totals } %>

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

    <%= render partial: "transactions/searches/search", locals: { transactions: @transactions } %>

    <% if @transactions.present? %>
+      <div hidden id="transaction-selection-bar" data-bulk-select-target="selectionBar">
+        <%= render "selection_bar" %>
+      </div>
+
      <div class="grid grid-cols-12 bg-gray-25 rounded-xl px-5 py-3 text-xs uppercase font-medium text-gray-500 items-center mb-4">
-        <p class="col-span-4">transaction</p>
+        <div class="pl-0.5 col-span-4 flex items-center gap-4">
+          <%= check_box_tag "selection_transaction",
+                            class: "maybe-checkbox maybe-checkbox--light",
+                            data: { action: "bulk-select#togglePageSelection" } %>
+          <p class="col-span-4">transaction</p>
+        </div>
+
        <p class="col-span-3 pl-4">category</p>
        <p class="col-span-3">account</p>
        <p class="col-span-2 justify-self-end">amount</p>
      </div>
      <div class="space-y-6">
        <% @transactions.group_by(&:date).each do |date, transactions| %>
-          <%= transactions_group(date, transactions) %>
+          <%= render partial: "date_group", locals: { date:, transactions: } %>
        <% end %>
      </div>
    <% else %>
--- a/app/views/transactions/show.html.erb
+++ b/app/views/transactions/show.html.erb
@@ -1,81 +1,105 @@
 <%= drawer do %>
-  <h3 class="font-medium mb-1">
-    <span class="text-2xl"><%= format_money @transaction.amount_money %></span>
-    <span class="text-lg text-gray-500"><%= @transaction.currency %></span>
-  </h3>
-  <span class="text-sm text-gray-500"><%= @transaction.date.strftime("%A %d %B") %></span>
+  <div>
+    <header class="mb-4 space-y-1">
+      <h3 class="font-medium">
+        <span class="text-2xl"><%= format_money @transaction.amount_money %></span>
+        <span class="text-lg text-gray-500"><%= @transaction.currency %></span>
+      </h3>

-  <details class="group" open>
-    <summary class="list-none bg-gray-25 rounded-xl py-1 mt-4 group-open:mb-2">
-      <div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
-        Overview
-        <%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
-        <%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
-      </div>
-    </summary>
-    <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
-      <div class="space-y-2">
-        <%= f.date_field :date, label: "Date", max: Date.today, "data-auto-submit-form-target": "auto" %>
-        <%= f.collection_select :category_id, Current.family.transaction_categories, :id, :name, { prompt: "Select a category", label: "Category", class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
-        <%= f.collection_select :account_id, Current.family.accounts, :id, :name, { prompt: "Select an Account", label: "Account", class: "text-gray-500" }, { class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled" } %>
-      </div>
-    <% end %>
-  </details>
-  <details class="group" open>
-    <summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 group-open:mb-2">
-      <div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
-        Description
-        <%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
-        <%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
-      </div>
-    </summary>
-    <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
-      <%= f.text_field :name, label: "Name", "data-auto-submit-form-target": "auto" %>
-    <% end %>
-  </details>
-  <details class="group" open>
-    <summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 group-open:mb-2">
-      <div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
-        <span>Settings</span>
-        <%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
-        <%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
-      </div>
-    </summary>
-    <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
-      <label class="flex items-center cursor-pointer justify-between mx-3">
-        <%= f.check_box :excluded, class: "sr-only peer", "data-auto-submit-form-target": "auto" %>
-        <div class="flex flex-col justify-center text-sm w-[340px] py-3">
-          <span class="text-gray-900 mb-1">Exclude from analytics</span>
-          <span class="text-gray-500">This excludes the transaction from any in-app features or analytics.</span>
+      <span class="text-sm text-gray-500"><%= @transaction.date.strftime("%A %d %B") %></span>
+    </header>
+
+    <div class="space-y-2">
+      <details class="group space-y-2" open>
+        <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+          <h4><%= t(".overview") %></h4>
+          <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+        </summary>
+
+        <div class="pb-6">
+          <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+            <div class="space-y-2">
+              <%= f.date_field :date, label: "Date", max: Date.today, "data-auto-submit-form-target": "auto" %>
+              <%= f.collection_select :category_id, Current.family.transaction_categories, :id, :name, { prompt: "Select a category", label: "Category", class: "text-gray-400" }, "data-auto-submit-form-target": "auto" %>
+              <%= f.collection_select :account_id, Current.family.accounts, :id, :name, { prompt: "Select an Account", label: "Account", class: "text-gray-500" }, { class: "form-field__input cursor-not-allowed text-gray-400", disabled: "disabled" } %>
+            </div>
+          <% end %>
        </div>
-        <div class="relative w-9 h-5 bg-gray-200 peer-focus:outline-none peer-focus:ring-4 peer-focus:ring-blue-300 dark:peer-focus:ring-blue-800 rounded-full peer dark:bg-gray-100 peer-checked:after:translate-x-full rtl:peer-checked:after:-translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-[2px] after:start-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-4 after:w-4 after:transition-all dark:border-gray-600 peer-checked:bg-blue-600"></div>
-      </label>
-    <% end %>
-  </details>
-  <details class="group" open>
-    <summary class="list-none bg-gray-25 rounded-xl py-1 mt-6 mb-2">
-      <div class="py-2 px-[11px] flex items-center justify-between font-medium text-xs text-gray-500">
-        <span>Additional</span>
-        <%= lucide_icon("chevron-down", class: "hidden group-open:block text-gray-500 w-5 h-5") %>
-        <%= lucide_icon("chevron-right", class: "group-open:hidden text-gray-500 w-5 h-5") %>
-      </div>
-    </summary>
+      </details>

-    <div class="mb-2">
-      <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
-        <%= f.select :tag_ids,
-                     options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
-                     {
-                       multiple: true,
-                       label: t(".select_tags"),
-                       class: "placeholder:text-gray-500"
-                     },
-                     "data-auto-submit-form-target": "auto" %>
-      <% end %>
+      <details class="group space-y-2" open>
+        <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+          <h4><%= t(".description") %></h4>
+          <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+        </summary>
+
+        <div class="pb-6">
+          <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+            <%= f.text_field :name, label: "Name", "data-auto-submit-form-target": "auto" %>
+          <% end %>
+        </div>
+      </details>
+
+      <details class="group space-y-2" open>
+        <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+          <h4><%= t(".additional") %></h4>
+          <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+        </summary>
+
+        <div class="pb-6 space-y-2">
+          <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+            <%= f.select :tag_ids,
+                         options_for_select(Current.family.tags.alphabetically.pluck(:name, :id), @transaction.tag_ids),
+                         {
+                           multiple: true,
+                           label: t(".select_tags"),
+                           class: "placeholder:text-gray-500"
+                         },
+                         "data-auto-submit-form-target": "auto" %>
+          <% end %>
+
+          <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
+            <%= f.text_area :notes, label: "Notes", placeholder: "Enter a note", "data-auto-submit-form-target": "auto" %>
+          <% end %>
+        </div>
+      </details>
+
+      <details class="group space-y-2" open>
+        <summary class="flex list-none items-center justify-between rounded-xl px-3 py-2 text-xs font-medium uppercase text-gray-500 bg-gray-25 focus-visible:outline-none">
+          <h4><%= t(".settings") %></h4>
+          <%= lucide_icon "chevron-down", class: "group-open:transform group-open:rotate-180 text-gray-500 w-5" %>
+        </summary>
+
+        <div class="pb-6">
+
+          <%= form_with model: @transaction, html: { class: "p-3", data: { controller: "auto-submit-form" } } do |f| %>
+            <div class="flex cursor-pointer items-center justify-between">
+              <div class="text-sm space-y-1">
+                <h4 class="text-gray-900"><%= t(".exclude_title") %></h4>
+                <p class="text-gray-500"><%= t(".exclude_subtitle") %></p>
+              </div>
+
+              <div class="relative inline-block select-none">
+                <%= f.check_box :excluded, class: "sr-only peer", "data-auto-submit-form-target": "auto" %>
+                <label for="transaction_excluded" class="maybe-switch"></label>
+              </div>
+            </div>
+          <% end %>
+
+          <div class="flex items-center justify-between gap-2 p-3">
+            <div class="text-sm space-y-1">
+              <h4 class="text-gray-900"><%= t(".delete_title") %></h4>
+              <p class="text-gray-500"><%= t(".delete_subtitle") %></p>
+            </div>
+
+            <%= button_to t(".delete"),
+                          transaction_path(@transaction),
+                          method: :delete,
+                          class: "rounded-lg px-3 py-2 text-red-500 text-sm font-medium border border-alpha-black-200",
+                          data: { turbo_confirm: true, turbo_frame: "_top" } %>
+          </div>
+        </div>
+      </details>
    </div>
-
-    <%= form_with model: @transaction, html: { data: { controller: "auto-submit-form" } } do |f| %>
-      <%= f.text_area :notes, label: "Notes", placeholder: "Enter a note", "data-auto-submit-form-target": "auto" %>
-    <% end %>
-  </details>
+  </div>
 <% end %>
--- a/config/initializers/version.rb
+++ b/config/initializers/version.rb
@@ -10,7 +10,7 @@ module Maybe

    private
      def semver
-        "0.1.0-alpha.4"
+        "0.1.0-alpha.6"
      end
  end
 end
--- a/config/locales/views/accounts/en.yml
+++ b/config/locales/views/accounts/en.yml
@@ -12,21 +12,49 @@ en:
      success: New account created successfully
    destroy:
      success: Account deleted successfully
-    index:
+    edit:
+      edit: Edit %{account}
+      institution: Financial institution
+      ungrouped: "(none)"
+    empty:
+      empty_message: Add an account either via connection, importing or entering manually.
      new_account: New account
+      no_accounts: No accounts yet
+    header:
+      accounts: Accounts
+      manage: Manage accounts
+      new: New account
+    index:
+      accounts: Accounts
+      add_institution: Add institution
+      new_account: New account
+    institution_accounts:
+      add_account_to_institution: Add new account
+      confirm_accept: Delete institution
+      confirm_body: Don't worry, none of the accounts within this institution will
+        be affected by this deletion. Accounts will be ungrouped and all historical
+        data will remain intact.
+      confirm_title: Delete financial institution?
+      delete: Delete institution
+      edit: Edit institution
+      new_account: Add account
+    institutionless_accounts:
+      other_accounts: Other accounts
    new:
-      balance:
-        label: Balance
+      balance: Current balance
      currency:
        all_others: All Others
        popular: Popular
+      institution: Financial institution
      name:
        label: Account name
        placeholder: Example account name
+      optional_start_balance_message: Add a start balance for this account
      select_accountable_type: What would you like to add?
-      start_date:
-        label: Start date
+      start_balance: Start balance (optional)
+      start_date: Start date (optional)
      title: Add an account
+      ungrouped: "(none)"
    show:
      confirm_accept: Delete "%{name}"
      confirm_body_html: "<p>By deleting this account, you will erase its value history,
@@ -35,13 +63,14 @@ en:
        /> <p>After deletion, there is no way you'll be able to restore the account
        information because you'll need to add it as a new account.</p>"
      confirm_title: Delete account?
+      edit: Edit
+      import: Import transactions
      sync_message_missing_rates: Since exchange rates haven't been synced, balance
        graphs may not reflect accurate values.
      sync_message_unknown_error: An error has occurred during the sync.
    summary:
      new: New account
    sync:
-      cannot_sync: Account cannot be synced at the moment
      success: Account sync started
    update:
-      success: Account updated successfully
+      success: Account updated
--- a/config/locales/views/imports/en.yml
+++ b/config/locales/views/imports/en.yml
@@ -18,6 +18,7 @@ en:
      confirm_title: Are you sure?
      invalid_csv: Please load a CSV first
      next: Next
+      optional: "(optional) No column selected"
    confirm:
      confirm_description: Preview your transactions below and check to see if there
        are any changes that are required.
--- a/config/locales/views/institutions/en.yml
+++ b/config/locales/views/institutions/en.yml
@@ -0,0 +1,15 @@
+---
+en:
+  institutions:
+    create:
+      success: Institution created
+    destroy:
+      success: Institution deleted
+    edit:
+      edit: Edit %{institution}
+    form:
+      name: Financial institution name
+    new:
+      new_institution: New financial institution
+    update:
+      success: Institution updated
--- a/config/locales/views/pages/en.yml
+++ b/config/locales/views/pages/en.yml
@@ -1,6 +1,8 @@
 ---
 en:
  pages:
+    changelog:
+      title: What's new
    dashboard:
      allocation_chart:
        assets: Assets
--- a/config/locales/views/transactions/en.yml
+++ b/config/locales/views/transactions/en.yml
@@ -1,6 +1,27 @@
 ---
 en:
  transactions:
+    bulk_delete:
+      success: "%{count} transactions deleted"
+    bulk_edit:
+      additional: Additional
+      cancel: Cancel
+      category: Category
+      date: Date
+      exclude_subtitle: This excludes the transaction from any in-app features or
+        analytics.
+      exclude_title: Exclude transaction
+      merchant: Merchant
+      note: Notes
+      note_placeholder: Enter a note that will be applied to selected transactions
+      overview: Overview
+      save: Save
+      select_category: Select a category
+      select_merchant: Select a merchant
+      settings: Settings
+    bulk_update:
+      failure: Could not update transactions
+      success: "%{count} transactions updated"
    categories:
      create:
        success: New transaction category created successfully
@@ -66,6 +87,8 @@ en:
      edit_categories: Edit categories
      edit_imports: Edit imports
      import: Import
+    index:
+      transaction: transaction
    merchants:
      create:
        success: New merchant created successfully
@@ -94,6 +117,17 @@ en:
      update:
        success: Merchant updated successfully
    show:
+      additional: Additional
+      delete: Delete
+      delete_subtitle: This permanently deletes the transaction, affects your historical
+        balances, and cannot be undone.
+      delete_title: Delete transaction
+      description: Description
+      exclude_subtitle: This excludes the transaction from any in-app features or
+        analytics.
+      exclude_title: Exclude transaction
+      overview: Overview
      select_tags: Select one or more tags
+      settings: Settings
    update:
      success: Transaction updated successfully
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -43,7 +43,9 @@ Rails.application.routes.draw do

  resources :transactions do
    collection do
-      match "search" => "transactions#search", via: %i[ get post ]
+      post "bulk_delete"
+      get "bulk_edit"
+      post "bulk_update"

      scope module: :transactions, as: :transaction do
        resources :rows, only: %i[ show update ]
@@ -69,6 +71,8 @@ Rails.application.routes.draw do
    resources :valuations
  end

+  resources :institutions, except: %i[ index show ]
+
  # For managing self-hosted upgrades and release notifications
  resources :upgrades, only: [] do
    member do
--- a/config/tailwind.config.js
+++ b/config/tailwind.config.js
@@ -52,6 +52,49 @@ module.exports = {
          to: { "stroke-dashoffset": 0 },
        },
      },
+      typography: {
+        DEFAULT: {
+          css: {
+            maxWidth: "none",
+            a: {
+              color: "inherit",
+              textDecoration: "underline",
+            },
+            h2: {
+              fontSize: "1.125rem",
+              fontWeight: "inherit",
+              lineHeight: "1.75rem",
+              marginBottom: "0.625rem",
+              marginTop: "0.875rem",
+            },
+            p: {
+              marginBottom: "0.625rem",
+              marginTop: "0.875rem",
+            },
+            strong: {
+              color: "inherit",
+            },
+            li: {
+              margin: 0,
+            },
+            details: {
+              borderRadius: "12px",
+              marginBottom: "0.875rem",
+              marginTop: "0.875rem",
+            },
+            summary: {
+              display: "flex",
+              alignItems: "center",
+              columnGap: "0.25rem",
+            },
+            video: {
+              margin: 0,
+              borderBottomLeftRadius: "12px",
+              borderBottomRightRadius: "12px",
+            },
+          },
+        },
+      },
    },
  },
  plugins: [
--- a/db/migrate/20240612164751_create_institutions.rb
+++ b/db/migrate/20240612164751_create_institutions.rb
@@ -0,0 +1,11 @@
+class CreateInstitutions < ActiveRecord::Migration[7.2]
+  def change
+    create_table :institutions, id: :uuid do |t|
+      t.string :name, null: false
+      t.string :logo_url
+      t.references :family, null: false, foreign_key: true, type: :uuid
+
+      t.timestamps
+    end
+  end
+end
--- a/db/migrate/20240612164944_add_institution_to_accounts.rb
+++ b/db/migrate/20240612164944_add_institution_to_accounts.rb
@@ -0,0 +1,5 @@
+class AddInstitutionToAccounts < ActiveRecord::Migration[7.2]
+  def change
+    add_reference :accounts, :institution, foreign_key: true, type: :uuid
+  end
+end
--- a/db/schema.rb
+++ b/db/schema.rb
@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.

-ActiveRecord::Schema[7.2].define(version: 2024_05_24_203959) do
+ActiveRecord::Schema[7.2].define(version: 2024_06_12_164944) do
  # These are extensions that must be enabled in order to support this database
  enable_extension "pgcrypto"
  enable_extension "plpgsql"
@@ -93,8 +93,10 @@ ActiveRecord::Schema[7.2].define(version: 2024_05_24_203959) do
    t.jsonb "sync_warnings", default: [], null: false
    t.jsonb "sync_errors", default: [], null: false
    t.date "last_sync_date"
+    t.uuid "institution_id"
    t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
    t.index ["family_id"], name: "index_accounts_on_family_id"
+    t.index ["institution_id"], name: "index_accounts_on_institution_id"
  end

  create_table "active_storage_attachments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -234,6 +236,15 @@ ActiveRecord::Schema[7.2].define(version: 2024_05_24_203959) do
    t.index ["account_id"], name: "index_imports_on_account_id"
  end

+  create_table "institutions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.string "name", null: false
+    t.string "logo_url"
+    t.uuid "family_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["family_id"], name: "index_institutions_on_family_id"
+  end
+
  create_table "invite_codes", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
    t.string "token", null: false
    t.datetime "created_at", null: false
@@ -334,9 +345,11 @@ ActiveRecord::Schema[7.2].define(version: 2024_05_24_203959) do

  add_foreign_key "account_balances", "accounts", on_delete: :cascade
  add_foreign_key "accounts", "families"
+  add_foreign_key "accounts", "institutions"
  add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
  add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
  add_foreign_key "imports", "accounts"
+  add_foreign_key "institutions", "families"
  add_foreign_key "taggings", "tags"
  add_foreign_key "tags", "families"
  add_foreign_key "transaction_categories", "families"
--- a/docker-compose.example.yml
+++ b/docker-compose.example.yml
@@ -1,21 +1,55 @@
+# ===========================================================================
+# Example Docker Compose file
+# ===========================================================================
+#
+# Purpose:
+# --------
+#
+# This file is an example Docker Compose configuration for self hosting
+# Maybe on your local machine or on a cloud VPS.
+#
+# The configuration below is a "standard" setup, but may require modification
+# for your specific environment.
+#
+# Setup:
+# ------
+#
+# To run this, you should read the setup guide:
+#
+# https://github.com/maybe-finance/maybe/blob/main/docs/hosting/docker.md
+#
+# Troubleshooting:
+# ----------------
+#
+# If you run into problems, you should open a Discussion here:
+#
+# https://github.com/maybe-finance/maybe/discussions/categories/general
+#
+
 services:

  app:
    image: ghcr.io/maybe-finance/maybe:latest
+
    volumes:
      - ./storage:/rails/storage
+
    ports:
-      - 127.0.0.1:3000:3000
+      - 3000:3000
+
    restart: unless-stopped
-    env_file:
-      - .env
+
    environment:
-      SELF_HOSTING_ENABLED: true
-      DB_HOST: postgres
-      RAILS_FORCE_SSL: false
-      RAILS_ASSUME_SSL: false
-      POSTGRES_USER: postgres
+      SELF_HOSTING_ENABLED: "true"
+      RAILS_FORCE_SSL: "false"
+      RAILS_ASSUME_SSL: "false"
      GOOD_JOB_EXECUTION_MODE: async
+      SECRET_KEY_BASE: ${SECRET_KEY_BASE:?}
+      DB_HOST: postgres
+      POSTGRES_DB: ${POSTGRES_DB:-maybe_production}
+      POSTGRES_USER: ${POSTGRES_USER:-maybe_user}
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:?}
+
    depends_on:
      postgres:
        condition: service_healthy
@@ -26,11 +60,11 @@ services:
    volumes:
      - postgres-data:/var/lib/postgresql/data
    environment:
-      POSTGRES_USER: ${POSTGRES_USER:-postgres}
+      POSTGRES_USER: ${POSTGRES_USER:-maybe_user}
      POSTGRES_DB: ${POSTGRES_DB:-maybe_production}
      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:?}
    healthcheck:
-      test: [ "CMD-SHELL", "pg_isready -U $$POSTGRES_USER" ]
+      test: [ "CMD-SHELL", "pg_isready -U $$POSTGRES_USER -d $$POSTGRES_DB" ]
      interval: 5s
      timeout: 5s
      retries: 5
--- a/docs/hosting/docker.md
+++ b/docs/hosting/docker.md
@@ -1,102 +1,177 @@
 # Self Hosting Maybe with Docker

-## Quick Start
+This guide will help you setup, update, and maintain your self-hosted Maybe application with Docker Compose. Docker Compose is the most popular and recommended way to self-host the Maybe app.

-_The below quickstart assumes you're running on Mac or Linux. Windows will
-be different._
+If you want a _less
+technical_ way to host the Maybe app, you can [host on Render](/docs/hosting/one-click-deploy.md) as an
+_**alternative** to Docker Compose_.

-Make sure [Docker is installed](https://docs.docker.com/engine/install/) and
-setup your local environment:
+## Setup Guide
+
+Follow the guide below to get your app running.
+
+### Step 1: Install Docker
+
+Complete the following steps:
+
+1. Install Docker Engine by following [the official guide](https://docs.docker.com/engine/install/)
+2. Start the Docker service on your machine
+3. Verify that Docker is installed correctly and is running by opening up a terminal and running the following command:
+
+```bash
+# If Docker is setup correctly, this command will succeed
+docker run hello-world
+```
+
+### Step 2: Configure your Docker Compose file and environnment
+
+#### Create a directory for your app to run
+
+Open your terminal and create a directory where your app will run. Below is an example command with a recommended directory:

 ```bash
 # Create a directory on your computer for Docker files
 mkdir -p ~/docker-apps/maybe
+
+# Once created, navigate your current working directory to the new folder
 cd ~/docker-apps/maybe
-
-# Download the sample docker-compose.yml file from the Maybe Github repository
-curl -o docker-compose.yml https://raw.githubusercontent.com/maybe-finance/maybe/main/docker-compose.example.yml
-
-# Create an .env file (make sure to fill in empty variables manually)
-cat << EOF > .env
-# Use "openssl rand -hex 64" to generate this
-SECRET_KEY_BASE=
-
-# Can be any value, set to what you'd like
-POSTGRES_PASSWORD=
-EOF
 ```

-Make sure to generate your `SECRET_KEY_BASE` value and save the `.env` file.
-Then you're ready to run the app, which will be available at
-`http://localhost:3000` in your browser:
+#### Copy our sample Docker Compose file
+
+Make sure you are in the directory you just created and run the following command:

 ```bash
-docker-compose up -d
+# Download the sample docker-compose.yml file from the Maybe Github repository
+curl -o compose.yml https://raw.githubusercontent.com/maybe-finance/maybe/main/docker-compose.example.yml
 ```

-Lastly, go to `http://localhost:3000` in your browser, **create a new
-account**, and you're ready to start tracking your finances!
+This command will do the following:

-## Detailed Setup Guide
+1. Fetch the sample docker compose file from our public Github repository
+2. Creates a file in your current directory called `compose.yml` with the contents of the example file

-### Prerequisites
+At this point, the only file in your current working directory should be `compose.yml`.

- Install Docker Engine by
-  following [the official guide](https://docs.docker.com/engine/install/)
- Start the Docker service on your machine
+#### Create your environment file

-### App Setup
+In order to configure the app, you will need to create a file called `.env`, which is where Docker will read environment variables from.

-1. Create a new directory on your machine (we suggest something like
-   `$HOME/docker-apps/maybe`)
-2. Create a `docker-compose.yml` file (we suggest
-   using [our example](/docker-compose.example.yml)
-   if
-   you're new to self-hosting and Docker)
-3. Create a `.env` file and add the required variables. Currently,
-   `SECRET_KEY_BASE` is the only required variable, but you can take a look
-   at our [.env.example](/.env.example) file to see all available options.
+To do this, run the following command:

-### Run app with Docker Compose
+```bash
+touch .env
+```

-1. Run `docker-compose up -d` to start the maybe app in detached mode.
-2. Access the Maybe app by navigating to http://localhost:3000 in your web
-   browser.
+#### Generate the app secret key

-### Updating the App
+The app requires an environment variable called `SECRET_KEY_BASE` to run.

-The mechanism that updates your self-hosted Maybe app is the GHCR (Github
-Container Registry) Docker image that you see in the `docker-compose.yml` file:
+We will first need to generate this in the terminal. If you have `openssl` installed on your computer, you can generate it with the following command:
+
+```bash
+openssl rand -hex 64
+```
+
+_Alternatively_, you can generate a key without openssl or any external dependencies by pasting the following bash command in your terminal and running it:
+
+```bash
+head -c 64 /dev/urandom | od -An -tx1 | tr -d ' \n' && echo
+```
+
+Once you have generated a key, save it and move on to the next step.
+
+#### Fill in your environment file
+
+Open the file named `.env` that we created in a prior step using your favorite text editor.
+
+Fill in this file with the following variables:
+
+```txt
+SECRET_KEY_BASE="replacemewiththegeneratedstringfromthepriorstep"
+POSTGRES_PASSWORD="replacemewithyourdesireddatabasepassword"
+```
+
+### Step 3: Test your app
+
+You are now ready to run the app. Start with the following command to make sure everything is working:
+
+```bash
+docker compose up
+```
+
+This will pull our official Docker image and start the app. You will see logs in your terminal.
+
+Open your browser, and navigate to `http://localhost:3000`.
+
+If everything is working, you will see the Maybe login screen.
+
+### Step 4: Create your account
+
+The first time you run the app, you will need to register a new account by hitting "register" on the login page.
+
+1. Enter your email
+2. Enter a password
+
+### Step 5: Run the app in the background
+
+Most self-hosting users will want the Maybe app to run in the background on their computer so they can access it at all times. To do this, hit `Ctrl+C` to stop the running process, and then run the following command:
+
+```bash
+docker compose up -d
+```
+
+The `-d` flag will run Docker Compose in "detached" mode. To verify it is running, you can run the following command:
+
+```
+docker compose ls
+```
+
+### Step 6: Enjoy!
+
+Your app is now set up. You can visit it at `http://localhost:3000` in your browser.
+
+If you find bugs or have a feature request, be sure to read through our [contributing guide here](https://github.com/maybe-finance/maybe/wiki/How-to-Contribute-Effectively-to-this-Project).
+
+## How to update your app
+
+The mechanism that updates your self-hosted Maybe app is the GHCR (Github Container Registry) Docker image that you see in the `docker-compose.yml` file:

 ```yml
 image: ghcr.io/maybe-finance/maybe:latest
 ```

-We recommend using one of the following images, but you can pin your app to
-whatever version you'd like (
-see [packages](https://github.com/maybe-finance/maybe/pkgs/container/maybe)):
+We recommend using one of the following images, but you can pin your app to whatever version you'd like (see [packages](https://github.com/maybe-finance/maybe/pkgs/container/maybe)):

 - `ghcr.io/maybe-finance/maybe:latest` (latest commit)
 - `ghcr.io/maybe-finance/maybe:stable` (latest release)

-By default, your app _will NOT_ automatically update. To update your
-self-hosted app, you must run the following commands:
+By default, your app _will
+NOT_ automatically update. To update your self-hosted app, run the following commands in your terminal:

 ```bash
-docker-compose pull # This pulls the "latest" published image from GHCR
-
-docker-compose up -d # Restarts the app
+cd ~/docker-apps/maybe # Navigate to whatever directory you configured the app in
+docker compose pull # This pulls the "latest" published image from GHCR
+docker compose build app # This rebuilds the app with updates
+docker compose up --no-deps -d app # This restarts the app using the newest version
 ```

-#### Changing the image
+## How to change which updates your app receives

-If you'd like to pin the app to a specific version or tag, all you need to do is
-edit the `docker-compose.yml` file:
+If you'd like to pin the app to a specific version or tag, all you need to do is edit the `docker-compose.yml` file:

 ```yml
 image: ghcr.io/maybe-finance/maybe:stable
 ```

+After doing this, make sure and restart the app:
+
+```bash
+docker compose pull # This pulls the "latest" published image from GHCR
+docker compose build app # This rebuilds the app with updates
+docker compose up --no-deps -d app # This restarts the app using the newest version
+```
+
 ## Troubleshooting

 This section will provide troubleshooting tips and solutions for common issues
--- a/test/controllers/accounts_controller_test.rb
+++ b/test/controllers/accounts_controller_test.rb
@@ -6,6 +6,15 @@ class AccountsControllerTest < ActionDispatch::IntegrationTest
    @account = accounts(:checking)
  end

+  test "gets accounts list" do
+    get accounts_url
+    assert_response :success
+
+    @user.family.accounts.each do |account|
+      assert_dom "#" + dom_id(account), count: 1
+    end
+  end
+
  test "new" do
    get new_account_path
    assert_response :ok
@@ -16,20 +25,55 @@ class AccountsControllerTest < ActionDispatch::IntegrationTest
    assert_response :ok
  end

-  test "should create account" do
-    assert_difference -> { Account.count }, +1 do
-      post accounts_path, params: { account: { accountable_type: "Account::Credit" } }
-      assert_redirected_to accounts_url
+  test "can sync an account" do
+    post sync_account_path(@account)
+    assert_redirected_to account_url(@account)
+  end
+
+  test "should update account" do
+    patch account_url(@account), params: {
+      account: {
+        name: "Updated name",
+        is_active: "0",
+        institution_id: institutions(:chase).id
+      }
+    }
+
+    assert_redirected_to account_url(@account)
+    assert_equal "Account updated", flash[:notice]
+  end
+
+  test "should create an account" do
+    assert_difference [ "Account.count", "Valuation.count" ], 1 do
+      post accounts_path, params: {
+        account: {
+          accountable_type: "Account::Depository",
+          balance: 200,
+          subtype: "checking",
+          institution_id: institutions(:chase).id
+        }
+      }
+
+      assert_equal "New account created successfully", flash[:notice]
+      assert_redirected_to account_url(Account.order(:created_at).last)
    end
  end

-  test "should create a valuation together with account" do
-    balance = 700
-    start_date = 3.days.ago.to_date
-    post accounts_path, params: { account: { accountable_type: "Account::Credit", balance:, start_date: } }
+  test "can add optional start date and balance to an account on create" do
+    assert_difference -> { Account.count } => 1, -> { Valuation.count } => 2 do
+      post accounts_path, params: {
+        account: {
+          accountable_type: "Account::Depository",
+          balance: 200,
+          subtype: "checking",
+          institution_id: institutions(:chase).id,
+          start_balance: 100,
+          start_date: 10.days.ago
+        }
+      }

-    new_valuation = Valuation.order(:created_at).last
-    assert new_valuation.value == balance
-    assert new_valuation.date == start_date
+      assert_equal "New account created successfully", flash[:notice]
+      assert_redirected_to account_url(Account.order(:created_at).last)
+    end
  end
 end
--- a/test/controllers/institutions_controller_test.rb
+++ b/test/controllers/institutions_controller_test.rb
@@ -0,0 +1,55 @@
+require "test_helper"
+
+class InstitutionsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in users(:family_admin)
+    @institution = institutions(:chase)
+  end
+
+  test "should get new" do
+    get new_institution_url
+    assert_response :success
+  end
+
+  test "can create institution" do
+    assert_difference("Institution.count", 1) do
+      post institutions_url, params: {
+        institution: {
+          name: "New institution"
+        }
+      }
+    end
+
+    assert_redirected_to accounts_url
+    assert_equal "Institution created", flash[:notice]
+  end
+
+  test "should get edit" do
+    get edit_institution_url(@institution)
+
+    assert_response :success
+  end
+
+  test "should update institution" do
+    patch institution_url(@institution), params: {
+      institution: {
+        name: "New Institution Name",
+        logo: file_fixture_upload("square-placeholder.png", "image/png", :binary)
+      }
+    }
+
+    assert_redirected_to accounts_url
+    assert_equal "Institution updated", flash[:notice]
+  end
+
+  test "can destroy institution without destroying accounts" do
+    assert @institution.accounts.count > 0
+
+    assert_difference -> { Institution.count } => -1, -> { Account.count } => 0 do
+      delete institution_url(@institution)
+    end
+
+    assert_redirected_to accounts_url
+    assert_equal "Institution deleted", flash[:notice]
+  end
+end
--- a/test/controllers/transactions_controller_test.rb
+++ b/test/controllers/transactions_controller_test.rb
@@ -97,13 +97,16 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest

  test "incomes are negative" do
    assert_difference("Transaction.count") do
-      post transactions_url, params: { transaction: {
-        nature: "income",
-        account_id: @transaction.account_id,
-        amount: @transaction.amount,
-        currency: @transaction.currency,
-        date: @transaction.date,
-        name: @transaction.name } }
+      post transactions_url, params: {
+        transaction: {
+          nature: "income",
+          account_id: @transaction.account_id,
+          amount: @transaction.amount,
+          currency: @transaction.currency,
+          date: @transaction.date,
+          name: @transaction.name
+        }
+      }
    end

    assert_redirected_to transactions_url
@@ -122,7 +125,8 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
        amount: @transaction.amount,
        currency: @transaction.currency,
        date: @transaction.date,
-        name: @transaction.name
+        name: @transaction.name,
+        tag_ids: [ Tag.first.id, Tag.second.id ]
      }
    }

@@ -138,4 +142,48 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
    assert_redirected_to transactions_url
    assert_enqueued_with(job: AccountSyncJob)
  end
+
+  test "can destroy many transactions at once" do
+    delete_count = 10
+    assert_difference("Transaction.count", -delete_count) do
+      post bulk_delete_transactions_url, params: { bulk_delete: { transaction_ids: @recent_transactions.first(delete_count).pluck(:id) } }
+    end
+
+    assert_redirected_to transactions_url
+    assert_equal "10 transactions deleted", flash[:notice]
+  end
+
+  test "can update many transactions at once" do
+    transactions = @user.family.transactions.ordered.limit(20)
+
+    transactions.each do |transaction|
+      transaction.update! \
+        excluded: false,
+        category_id: Transaction::Category.first.id,
+        merchant_id: Transaction::Merchant.first.id,
+        notes: "Starting note"
+    end
+
+    post bulk_update_transactions_url, params: {
+      bulk_update: {
+        date: Date.current,
+        transaction_ids: transactions.map(&:id),
+        excluded: true,
+        category_id: Transaction::Category.second.id,
+        merchant_id: Transaction::Merchant.second.id,
+        notes: "Updated note"
+      }
+    }
+
+    assert_redirected_to transactions_url
+    assert_equal "#{transactions.count} transactions updated", flash[:notice]
+
+    transactions.reload.each do |transaction|
+      assert_equal Date.current, transaction.date
+      assert transaction.excluded
+      assert_equal Transaction::Category.second, transaction.category
+      assert_equal Transaction::Merchant.second, transaction.merchant
+      assert_equal "Updated note", transaction.notes
+    end
+  end
 end
--- a/test/fixtures/accounts.yml
+++ b/test/fixtures/accounts.yml
@@ -13,6 +13,7 @@ checking:
  balance: 5000
  accountable_type: Account::Depository
  accountable_id: "123e4567-e89b-12d3-a456-426614174000"
+  institution: chase

 # Account with both transactions and valuations
 savings_with_valuation_overrides:
@@ -21,6 +22,7 @@ savings_with_valuation_overrides:
  balance: 20000
  accountable_type: Account::Depository
  accountable_id: "123e4567-e89b-12d3-a456-426614174001"
+  institution: chase

 # Liability account
 credit_card:
@@ -29,6 +31,7 @@ credit_card:
  balance: 1000
  accountable_type: Account::Credit
  accountable_id: "123e4567-e89b-12d3-a456-426614174003"
+  institution: chase

 eur_checking:
  family: dylan_family
@@ -37,6 +40,7 @@ eur_checking:
  balance: 12000
  accountable_type: Account::Depository
  accountable_id: "123e4567-e89b-12d3-a456-426614174004"
+  institution: revolut

 # Multi-currency account (e.g. Wise, Revolut, etc.)
 multi_currency:
@@ -46,3 +50,4 @@ multi_currency:
  balance: 10000
  accountable_type: Account::Depository
  accountable_id: "123e4567-e89b-12d3-a456-426614174005"
+  institution: revolut
--- a/test/fixtures/active_storage/attachments.yml
+++ b/test/fixtures/active_storage/attachments.yml
@@ -0,0 +1,4 @@
+chase_logo_attachment:
+  name: logo
+  record: chase (Institution)
+  blob: square_placeholder_blob
--- a/test/fixtures/active_storage/blobs.yml
+++ b/test/fixtures/active_storage/blobs.yml
@@ -0,0 +1 @@
+square_placeholder_blob: <%= ActiveStorage::FixtureSet.blob filename: "square-placeholder.png" %>
--- a/test/fixtures/files/square-placeholder.png
+++ b/test/fixtures/files/square-placeholder.png
--- a/test/fixtures/institutions.yml
+++ b/test/fixtures/institutions.yml
@@ -0,0 +1,8 @@
+chase:
+  name: Chase
+  family: dylan_family
+
+revolut:
+  name: Revolut
+  family: dylan_family
+  logo_url: <%= "file://" + Rails.root.join('test/fixtures/files/square-placeholder.png').to_s %>
--- a/test/system/transactions_test.rb
+++ b/test/system/transactions_test.rb
@@ -4,6 +4,7 @@ class TransactionsTest < ApplicationSystemTestCase
  setup do
    sign_in @user = users(:family_admin)

+    @latest_transactions = @user.family.transactions.ordered.limit(20).to_a
    @test_category = @user.family.transaction_categories.create! name: "System Test Category"
    @test_merchant = @user.family.transaction_merchants.create! name: "System Test Merchant"
    @target_txn = @user.family.accounts.first.transactions.create! \
@@ -91,4 +92,70 @@ class TransactionsTest < ApplicationSystemTestCase

    assert_selector "#" + dom_id(@user.family.transactions.ordered.first), count: 1
  end
+
+  test "can select and deselect entire page of transactions" do
+    all_transactions_checkbox.check
+    assert_selection_count(number_of_transactions_on_page)
+    all_transactions_checkbox.uncheck
+    assert_selection_count(0)
+  end
+
+  test "can select and deselect groups of transactions" do
+    date_transactions_checkbox(12.days.ago.to_date).check
+    assert_selection_count(3)
+    date_transactions_checkbox(12.days.ago.to_date).uncheck
+    assert_selection_count(0)
+  end
+
+  test "can select and deselect individual transactions" do
+    transaction_checkbox(@latest_transactions.first).check
+    assert_selection_count(1)
+    transaction_checkbox(@latest_transactions.second).check
+    assert_selection_count(2)
+    transaction_checkbox(@latest_transactions.second).uncheck
+    assert_selection_count(1)
+  end
+
+  test "outermost group always overrides inner selections" do
+    transaction_checkbox(@latest_transactions.first).check
+    assert_selection_count(1)
+    all_transactions_checkbox.check
+    assert_selection_count(number_of_transactions_on_page)
+    transaction_checkbox(@latest_transactions.first).uncheck
+    assert_selection_count(number_of_transactions_on_page - 1)
+    date_transactions_checkbox(12.days.ago.to_date).uncheck
+    assert_selection_count(number_of_transactions_on_page - 4)
+    all_transactions_checkbox.uncheck
+    assert_selection_count(0)
+  end
+
+  private
+
+    def number_of_transactions_on_page
+      page_size = 50
+
+      [ @user.family.transactions.count, page_size ].min
+    end
+
+    def all_transactions_checkbox
+      find("#selection_transaction")
+    end
+
+    def date_transactions_checkbox(date)
+      find("#selection_transaction_#{date}")
+    end
+
+    def transaction_checkbox(transaction)
+      find("#" + dom_id(transaction, "selection"))
+    end
+
+    def assert_selection_count(count)
+      if count == 0
+        assert_no_selector("#transaction-selection-bar")
+      else
+        within "#transaction-selection-bar" do
+          assert_text "#{count} transaction#{count == 1 ? "" : "s"} selected"
+        end
+      end
+    end
 end
Author	SHA1	Message	Date
Zach Gollwitzer	773cd0da71	Bump to 0.1.0-alpha.6 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-06-14 16:50:08 -04:00
Mattia	5da34c4609	Changelog page that pulls from Github Release notes (#867 ) * Changelog page that pulls from Github Release notes * Review changelog page styles * Move changelog page title to i18n translations	2024-06-14 16:40:50 -04:00
Zach Gollwitzer	957584b69c	Clean up sync logic (#871 )	2024-06-13 17:03:38 -04:00
Zach Gollwitzer	d0a15b8a98	Improve self hosting docs and UI (#870 )	2024-06-13 16:19:05 -04:00
Zach Gollwitzer	9956a9540e	Add institution management and account editing controls (#868 ) * Add institution management * Allow user to select institution on create or edit * Improve redirect behavior * Final cleanup * i18n normalization	2024-06-13 14:37:27 -04:00
Zach Gollwitzer	8c1a7af37f	Allow for optional start date on account creation (#866 )	2024-06-13 09:16:00 -04:00
Zach Gollwitzer	c5704ffd45	Improve account internal linking and redirect behavior (#864 ) * Fix transaction row link and overflow * Allow user to access imports from account page * Clean up accounts controller, add link to account page from settings * Add link to accounts management from accounts summary page * Cleanup styles	2024-06-11 18:47:38 -04:00
Zach Gollwitzer	8372e26864	Allow optional import fields (#865 )	2024-06-11 18:46:44 -04:00
dependabot[bot]	6477c0f766	Bump aws-sdk-s3 from 1.151.0 to 1.152.0 (#854 ) Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.151.0 to 1.152.0. - [Release notes](https://github.com/aws/aws-sdk-ruby/releases) - [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md) - [Commits](https://github.com/aws/aws-sdk-ruby/commits) --- updated-dependencies: - dependency-name: aws-sdk-s3 dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:39:15 -04:00
dependabot[bot]	2a8bb57c9c	Bump pagy from 8.4.1 to 8.4.4 (#853 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.1 to 8.4.4. - [Release notes](https://github.com/ddnexus/pagy/releases) - [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md) - [Commits](https://github.com/ddnexus/pagy/compare/8.4.1...8.4.4) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:38:44 -04:00
dependabot[bot]	2f432ec0c3	Bump good_job from 3.29.2 to 3.29.3 (#851 ) Bumps [good_job](https://github.com/bensheldon/good_job) from 3.29.2 to 3.29.3. - [Release notes](https://github.com/bensheldon/good_job/releases) - [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md) - [Commits](https://github.com/bensheldon/good_job/compare/v3.29.2...v3.29.3) --- updated-dependencies: - dependency-name: good_job dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:38:25 -04:00
dependabot[bot]	e3269e8981	Bump faraday from 2.9.0 to 2.9.1 (#850 ) Bumps [faraday](https://github.com/lostisland/faraday) from 2.9.0 to 2.9.1. - [Release notes](https://github.com/lostisland/faraday/releases) - [Changelog](https://github.com/lostisland/faraday/blob/main/CHANGELOG.md) - [Commits](https://github.com/lostisland/faraday/compare/v2.9.0...v2.9.1) --- updated-dependencies: - dependency-name: faraday dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:37:59 -04:00
dependabot[bot]	8f891b8d8c	Bump tailwindcss-rails from 2.6.0 to 2.6.1 (#848 ) Bumps [tailwindcss-rails](https://github.com/rails/tailwindcss-rails) from 2.6.0 to 2.6.1. - [Release notes](https://github.com/rails/tailwindcss-rails/releases) - [Changelog](https://github.com/rails/tailwindcss-rails/blob/main/CHANGELOG.md) - [Commits](https://github.com/rails/tailwindcss-rails/compare/v2.6.0...v2.6.1) --- updated-dependencies: - dependency-name: tailwindcss-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:37:04 -04:00
dependabot[bot]	775921092c	Bump rails from `8e7eb03` to `f9c847f` (#855 ) Bumps [rails](https://github.com/rails/rails) from `8e7eb03` to `f9c847f`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`8e7eb03d99...f9c847fac1`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:36:08 -04:00
dependabot[bot]	83e2bfceb8	Bump lucide-rails from `6170b3a` to `79d9895` (#849 ) Bumps [lucide-rails](https://github.com/maybe-finance/lucide-rails) from `6170b3a` to `79d9895`. - [Commits](`6170b3a0ec...79d989593e`) --- updated-dependencies: - dependency-name: lucide-rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-10 12:32:25 -04:00
Zach Gollwitzer	87a40aafeb	Bump to v0.1.0-alpha.5 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2024-06-07 19:29:01 -04:00
Zach Gollwitzer	a681e73fea	Enable bulk editing of transactions (#846 )	2024-06-07 18:59:46 -04:00
Zach Gollwitzer	d3f9be15f1	Bulk transaction deletion (#845 ) * Clean up transaction show view, add delete button * Clean up tailwind global styles, add switch * Bulk deletion controller and tests * Normalize translations * Add bulk deletion button and form	2024-06-07 16:56:30 -04:00
Zach Gollwitzer	115f792198	Add bulk selection UI controls (#840 ) * Add bulk selection UI * Handle bulk selection with Stimulus controller instead of session * Update tests * Remove stale routes * Remove old system test helper methods	2024-06-07 12:44:06 -04:00
dependabot[bot]	e4ac5c87e4	Bump rails from `c1f1b14` to `8e7eb03` (#828 ) Bumps [rails](https://github.com/rails/rails) from `c1f1b14` to `8e7eb03`. - [Release notes](https://github.com/rails/rails/releases) - [Commits](`c1f1b14adc...8e7eb03d99`) --- updated-dependencies: - dependency-name: rails dependency-type: direct:production ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-03 08:41:06 -04:00
dependabot[bot]	a4fef176e8	Bump pagy from 8.4.0 to 8.4.1 (#825 ) Bumps [pagy](https://github.com/ddnexus/pagy) from 8.4.0 to 8.4.1. - [Release notes](https://github.com/ddnexus/pagy/releases) - [Changelog](https://github.com/ddnexus/pagy/blob/master/CHANGELOG.md) - [Commits](https://github.com/ddnexus/pagy/compare/8.4.0...8.4.1) --- updated-dependencies: - dependency-name: pagy dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-03 08:33:46 -04:00
dependabot[bot]	ee5fc2be38	Bump ruby-lsp-rails from 0.3.6 to 0.3.7 (#826 ) Bumps [ruby-lsp-rails](https://github.com/Shopify/ruby-lsp-rails) from 0.3.6 to 0.3.7. - [Release notes](https://github.com/Shopify/ruby-lsp-rails/releases) - [Commits](https://github.com/Shopify/ruby-lsp-rails/compare/v0.3.6...v0.3.7) --- updated-dependencies: - dependency-name: ruby-lsp-rails dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2024-06-03 08:33:35 -04:00
				`@@ -0,0 +1 @@`
				`square_placeholder_blob: <%= ActiveStorage::FixtureSet.blob filename: "square-placeholder.png" %>`