Bump to v0.2.0-alpha.2

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

.devcontainer/Dockerfile

@@ -1,4 +1,4 @@
-ARG RUBY_VERSION=3.3.4
+ARG RUBY_VERSION=3.3.5
 FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
@@ -17,4 +17,8 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
 RUN gem install bundler
 RUN gem install foreman
 
+# Install Node.js 20
+RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
+&& apt-get install -y nodejs
+
 WORKDIR /workspace

.devcontainer/devcontainer.json

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

.env.example

@@ -1,9 +1,18 @@
+# ================================ PLEASE READ ==========================================
+# This file outlines all the possible environment variables supported by the Maybe app.
+# 
+# This includes several features that are for our "hosted" version of Maybe, which most 
+# open-source contributors won't need.
+#
+# If you are developing locally, you should be referencing `.env.local.example` instead.
+# =======================================================================================
+
 # Custom port config
 # For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
 PORT=3000
 
-# Exchange Rate API
-# This is used to convert between different currencies in the app. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
+# Exchange Rate & Stock Pricing API
+# This is used to convert between different currencies in the app. In addition, it fetches global stock prices. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
 SYNTH_API_KEY=
 
 # SMTP Configuration

.env.local.example

@@ -0,0 +1,5 @@
+# To enable / disable self-hosting features.
+SELF_HOSTED=false
+
+# Enable Synth market data (careful, this will use your API credits)
+SYNTH_API_KEY=yourapikeyhere

.env.test

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

.github/ISSUE_TEMPLATE/bug_report.md

@@ -20,6 +20,12 @@ Steps to reproduce the behavior:
 **Expected behavior**
 A clear and concise description of what you expected to happen.
 
+**What version of Maybe are you using?**
+This could be "Hosted" (i.e. app.maybe.co) or "Self-hosted". If "Self-hosted", please include the version you're currently on.
+
+**What operating system and browser are you using?**
+The more info the better.
+
 **Screenshots / Recordings**
 If applicable, add screenshots or short video recordings to help show the bug in more detail.
 

.github/workflows/ci.yml

@@ -52,6 +52,26 @@ jobs:
       - name: Lint code for consistent style
         run: bin/rubocop -f github
 
+  lint_js:
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+
+      - name: Setup Node.js environment
+        uses: actions/setup-node@v4
+        with:
+          node-version: "20"
+          cache: "npm"
+
+      - name: Install dependencies
+        run: npm install
+        shell: bash
+
+      - name: Lint/Format js code
+        run: npm run lint
+
   test:
     runs-on: ubuntu-latest
     timeout-minutes: 10

.gitignore

@@ -10,8 +10,8 @@
 # Ignore all environment files (except templates).
 /.env*
 !/.env*.erb
-!.env.example
-!.env.test.example
+!.env.test
+!.env*.example
 
 # Ignore all logfiles and tempfiles.
 /log/*
@@ -43,7 +43,9 @@
 .idea
 
 # Ignore VS Code
-.vscode
+.vscode/*
+!.vscode/extensions.json
+!.vscode/*.code-snippets
 
 # Ignore macOS specific files
 */.DS_Store
@@ -59,4 +61,7 @@ compose-dev.yaml
 gcp-storage-keyfile.json
 
 coverage
-.cursorrules
+.cursorrules
+
+# Ignore node related files
+node_modules

.ruby-version

@@ -1 +1 @@
-3.3.4
+3.3.5

Dockerfile

@@ -1,7 +1,7 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.3.4
+ARG RUBY_VERSION=3.3.5
 FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
 
 # Rails app lives here

Gemfile

@@ -3,7 +3,7 @@ source "https://rubygems.org"
 ruby file: ".ruby-version"
 
 # Rails
-gem "rails", "~> 7.2.1"
+gem "rails", "~> 7.2.2"
 
 # Drivers
 gem "pg", "~> 1.5"
@@ -21,6 +21,7 @@ gem "lucide-rails", github: "maybe-finance/lucide-rails"
 # Hotwire
 gem "stimulus-rails"
 gem "turbo-rails"
+gem "hotwire_combobox"
 
 # Background Jobs
 gem "good_job"

Gemfile.lock

@@ -8,29 +8,29 @@ GIT
 GEM
   remote: https://rubygems.org/
   specs:
-    actioncable (7.2.1)
-      actionpack (= 7.2.1)
-      activesupport (= 7.2.1)
+    actioncable (7.2.2)
+      actionpack (= 7.2.2)
+      activesupport (= 7.2.2)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
       zeitwerk (~> 2.6)
-    actionmailbox (7.2.1)
-      actionpack (= 7.2.1)
-      activejob (= 7.2.1)
-      activerecord (= 7.2.1)
-      activestorage (= 7.2.1)
-      activesupport (= 7.2.1)
+    actionmailbox (7.2.2)
+      actionpack (= 7.2.2)
+      activejob (= 7.2.2)
+      activerecord (= 7.2.2)
+      activestorage (= 7.2.2)
+      activesupport (= 7.2.2)
       mail (>= 2.8.0)
-    actionmailer (7.2.1)
-      actionpack (= 7.2.1)
-      actionview (= 7.2.1)
-      activejob (= 7.2.1)
-      activesupport (= 7.2.1)
+    actionmailer (7.2.2)
+      actionpack (= 7.2.2)
+      actionview (= 7.2.2)
+      activejob (= 7.2.2)
+      activesupport (= 7.2.2)
       mail (>= 2.8.0)
       rails-dom-testing (~> 2.2)
-    actionpack (7.2.1)
-      actionview (= 7.2.1)
-      activesupport (= 7.2.1)
+    actionpack (7.2.2)
+      actionview (= 7.2.2)
+      activesupport (= 7.2.2)
       nokogiri (>= 1.8.5)
       racc
       rack (>= 2.2.4, < 3.2)
@@ -39,36 +39,37 @@ GEM
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
       useragent (~> 0.16)
-    actiontext (7.2.1)
-      actionpack (= 7.2.1)
-      activerecord (= 7.2.1)
-      activestorage (= 7.2.1)
-      activesupport (= 7.2.1)
+    actiontext (7.2.2)
+      actionpack (= 7.2.2)
+      activerecord (= 7.2.2)
+      activestorage (= 7.2.2)
+      activesupport (= 7.2.2)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.1)
-      activesupport (= 7.2.1)
+    actionview (7.2.2)
+      activesupport (= 7.2.2)
       builder (~> 3.1)
       erubi (~> 1.11)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
-    activejob (7.2.1)
-      activesupport (= 7.2.1)
+    activejob (7.2.2)
+      activesupport (= 7.2.2)
       globalid (>= 0.3.6)
-    activemodel (7.2.1)
-      activesupport (= 7.2.1)
-    activerecord (7.2.1)
-      activemodel (= 7.2.1)
-      activesupport (= 7.2.1)
+    activemodel (7.2.2)
+      activesupport (= 7.2.2)
+    activerecord (7.2.2)
+      activemodel (= 7.2.2)
+      activesupport (= 7.2.2)
       timeout (>= 0.4.0)
-    activestorage (7.2.1)
-      actionpack (= 7.2.1)
-      activejob (= 7.2.1)
-      activerecord (= 7.2.1)
-      activesupport (= 7.2.1)
+    activestorage (7.2.2)
+      actionpack (= 7.2.2)
+      activejob (= 7.2.2)
+      activerecord (= 7.2.2)
+      activesupport (= 7.2.2)
       marcel (~> 1.0)
-    activesupport (7.2.1)
+    activesupport (7.2.2)
       base64
+      benchmark (>= 0.3)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.3.1)
       connection_pool (>= 2.2.5)
@@ -82,23 +83,24 @@ GEM
       public_suffix (>= 2.0.2, < 7.0)
     ast (2.4.2)
     aws-eventstream (1.3.0)
-    aws-partitions (1.985.0)
-    aws-sdk-core (3.209.1)
+    aws-partitions (1.992.0)
+    aws-sdk-core (3.210.0)
       aws-eventstream (~> 1, >= 1.3.0)
-      aws-partitions (~> 1, >= 1.651.0)
+      aws-partitions (~> 1, >= 1.992.0)
       aws-sigv4 (~> 1.9)
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.94.0)
-      aws-sdk-core (~> 3, >= 3.207.0)
+    aws-sdk-kms (1.95.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.167.0)
-      aws-sdk-core (~> 3, >= 3.207.0)
+    aws-sdk-s3 (1.169.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sdk-kms (~> 1)
       aws-sigv4 (~> 1.5)
     aws-sigv4 (1.10.0)
       aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
+    benchmark (0.3.0)
     better_html (2.1.1)
       actionview (>= 6.0)
       activesupport (>= 6.0)
@@ -110,7 +112,7 @@ GEM
     bindex (0.8.1)
     bootsnap (1.18.4)
       msgpack (~> 1.2)
-    brakeman (6.2.1)
+    brakeman (6.2.2)
       racc
     builder (3.3.0)
     capybara (3.40.0)
@@ -131,7 +133,7 @@ GEM
       rexml
     crass (1.0.6)
     csv (3.3.0)
-    date (3.3.4)
+    date (3.4.0)
     debug (1.9.2)
       irb (~> 1.10)
       reline (>= 0.3.8)
@@ -141,7 +143,7 @@ GEM
       dotenv (= 3.1.4)
       railties (>= 6.1)
     drb (2.2.1)
-    erb_lint (0.6.0)
+    erb_lint (0.7.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
@@ -151,7 +153,7 @@ GEM
     erubi (1.13.0)
     et-orbi (1.2.11)
       tzinfo
-    faker (3.4.2)
+    faker (3.5.1)
       i18n (>= 1.8.11, < 2)
     faraday (2.12.0)
       faraday-net_http (>= 2.0, < 3.4)
@@ -174,7 +176,7 @@ GEM
       raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    good_job (4.3.0)
+    good_job (4.4.2)
       activejob (>= 6.1.0)
       activerecord (>= 6.1.0)
       concurrent-ruby (>= 1.3.1)
@@ -188,6 +190,10 @@ GEM
       actioncable (>= 6.0.0)
       listen (>= 3.0.0)
       railties (>= 6.0.0)
+    hotwire_combobox (0.3.2)
+      rails (>= 7.0.7.2)
+      stimulus-rails (>= 1.2)
+      turbo-rails (>= 1.2)
     i18n (1.14.6)
       concurrent-ruby (~> 1.0)
     i18n-tasks (1.0.14)
@@ -203,7 +209,7 @@ GEM
     image_processing (1.13.0)
       mini_magick (>= 4.9.5, < 5)
       ruby-vips (>= 2.0.17, < 3)
-    importmap-rails (2.0.2)
+    importmap-rails (2.0.3)
       actionpack (>= 6.0.0)
       activesupport (>= 6.0.0)
       railties (>= 6.0.0)
@@ -228,7 +234,7 @@ GEM
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
     logger (1.6.1)
-    loofah (2.22.0)
+    loofah (2.23.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
     mail (2.8.1)
@@ -241,13 +247,13 @@ GEM
     mini_magick (4.13.2)
     mini_mime (1.1.5)
     minitest (5.25.1)
-    mocha (2.4.5)
+    mocha (2.5.0)
       ruby2_keywords (>= 0.0.5)
     msgpack (1.7.2)
     multipart-post (2.4.1)
     net-http (0.4.1)
       uri
-    net-imap (0.4.14)
+    net-imap (0.5.0)
       date
       net-protocol
     net-pop (0.1.2)
@@ -256,7 +262,7 @@ GEM
       timeout
     net-smtp (0.5.0)
       net-protocol
-    nio4r (2.7.3)
+    nio4r (2.7.4)
     nokogiri (1.16.7-aarch64-linux)
       racc (~> 1.4)
     nokogiri (1.16.7-arm-linux)
@@ -269,16 +275,16 @@ GEM
       racc (~> 1.4)
     nokogiri (1.16.7-x86_64-linux)
       racc (~> 1.4)
-    octokit (9.1.0)
+    octokit (9.2.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (9.1.0)
-    parallel (1.25.1)
-    parser (3.3.4.0)
+    pagy (9.1.1)
+    parallel (1.26.3)
+    parser (3.3.5.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.8)
-    prism (1.1.0)
+    pg (1.5.9)
+    prism (1.2.0)
     propshaft (1.1.0)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
@@ -291,28 +297,27 @@ GEM
       nio4r (~> 2.0)
     raabro (1.4.0)
     racc (1.8.1)
-    rack (3.1.7)
+    rack (3.1.8)
     rack-session (2.0.0)
       rack (>= 3.0.0)
     rack-test (2.1.0)
       rack (>= 1.3)
-    rackup (2.1.0)
+    rackup (2.2.0)
       rack (>= 3)
-      webrick (~> 1.8)
-    rails (7.2.1)
-      actioncable (= 7.2.1)
-      actionmailbox (= 7.2.1)
-      actionmailer (= 7.2.1)
-      actionpack (= 7.2.1)
-      actiontext (= 7.2.1)
-      actionview (= 7.2.1)
-      activejob (= 7.2.1)
-      activemodel (= 7.2.1)
-      activerecord (= 7.2.1)
-      activestorage (= 7.2.1)
-      activesupport (= 7.2.1)
+    rails (7.2.2)
+      actioncable (= 7.2.2)
+      actionmailbox (= 7.2.2)
+      actionmailer (= 7.2.2)
+      actionpack (= 7.2.2)
+      actiontext (= 7.2.2)
+      actionview (= 7.2.2)
+      activejob (= 7.2.2)
+      activemodel (= 7.2.2)
+      activerecord (= 7.2.2)
+      activestorage (= 7.2.2)
+      activesupport (= 7.2.2)
       bundler (>= 1.15.0)
-      railties (= 7.2.1)
+      railties (= 7.2.2)
     rails-dom-testing (2.2.0)
       activesupport (>= 5.0.0)
       minitest
@@ -323,12 +328,12 @@ GEM
     rails-i18n (7.0.9)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
-    rails-settings-cached (2.9.4)
+    rails-settings-cached (2.9.5)
       activerecord (>= 5.0.0)
       railties (>= 5.0.0)
-    railties (7.2.1)
-      actionpack (= 7.2.1)
-      activesupport (= 7.2.1)
+    railties (7.2.2)
+      actionpack (= 7.2.2)
+      activesupport (= 7.2.2)
       irb (~> 1.13)
       rackup (>= 1.0.0)
       rake (>= 12.2)
@@ -347,19 +352,18 @@ GEM
     regexp_parser (2.9.2)
     reline (0.5.10)
       io-console (~> 0.5)
-    rexml (3.3.8)
-    rubocop (1.65.1)
+    rexml (3.3.9)
+    rubocop (1.67.0)
       json (~> 2.3)
       language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
       regexp_parser (>= 2.4, < 3.0)
-      rexml (>= 3.2.5, < 4.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
+      rubocop-ast (>= 1.32.2, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 3.0)
-    rubocop-ast (1.31.3)
+    rubocop-ast (1.32.3)
       parser (>= 3.3.1.0)
     rubocop-minitest (0.35.0)
       rubocop (>= 1.61, < 2.0)
@@ -377,13 +381,13 @@ GEM
       rubocop-minitest
       rubocop-performance
       rubocop-rails
-    ruby-lsp (0.19.1)
+    ruby-lsp (0.20.1)
       language_server-protocol (~> 3.17.0)
-      prism (>= 1.1, < 2.0)
+      prism (>= 1.2, < 2.0)
       rbs (>= 3, < 4)
       sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.18)
-      ruby-lsp (>= 0.19.0, < 0.20.0)
+    ruby-lsp-rails (0.3.21)
+      ruby-lsp (>= 0.20.0, < 0.21.0)
     ruby-progressbar (1.13.0)
     ruby-vips (2.2.2)
       ffi (~> 1.12)
@@ -394,16 +398,16 @@ GEM
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
     securerandom (0.3.1)
-    selenium-webdriver (4.25.0)
+    selenium-webdriver (4.26.0)
       base64 (~> 0.2)
       logger (~> 1.4)
       rexml (~> 3.2, >= 3.2.5)
       rubyzip (>= 1.2.2, < 3.0)
       websocket (~> 1.0)
-    sentry-rails (5.20.1)
+    sentry-rails (5.21.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.20.1)
-    sentry-ruby (5.20.1)
+      sentry-ruby (~> 5.21.0)
+    sentry-ruby (5.21.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
     simplecov (0.22.0)
@@ -413,34 +417,31 @@ GEM
     simplecov-html (0.12.3)
     simplecov_json_formatter (0.1.4)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11597)
+    sorbet-runtime (0.5.11618)
     stackprof (0.2.26)
     stimulus-rails (1.3.4)
       railties (>= 6.0.0)
     stringio (3.1.1)
-    stripe (13.0.0)
-    tailwindcss-rails (2.7.7)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.7-aarch64-linux)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.7-arm-linux)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.7-arm64-darwin)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.7-x86_64-darwin)
-      railties (>= 7.0.0)
-    tailwindcss-rails (2.7.7-x86_64-linux)
+    stripe (13.1.0)
+    tailwindcss-rails (3.0.0)
       railties (>= 7.0.0)
+      tailwindcss-ruby
+    tailwindcss-ruby (3.4.14)
+    tailwindcss-ruby (3.4.14-aarch64-linux)
+    tailwindcss-ruby (3.4.14-arm-linux)
+    tailwindcss-ruby (3.4.14-arm64-darwin)
+    tailwindcss-ruby (3.4.14-x86_64-darwin)
+    tailwindcss-ruby (3.4.14-x86_64-linux)
     terminal-table (3.0.2)
       unicode-display_width (>= 1.1.1, < 3)
     thor (1.3.2)
     timeout (0.4.1)
-    turbo-rails (2.0.10)
+    turbo-rails (2.0.11)
       actionpack (>= 6.0.0)
       railties (>= 6.0.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
-    unicode-display_width (2.5.0)
+    unicode-display_width (2.6.0)
     uri (0.13.1)
     useragent (0.16.10)
     vcr (6.3.1)
@@ -454,14 +455,13 @@ GEM
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    webrick (1.8.2)
     websocket (1.2.11)
     websocket-driver (0.7.6)
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.6.18)
+    zeitwerk (2.7.1)
 
 PLATFORMS
   aarch64-linux
@@ -489,6 +489,7 @@ DEPENDENCIES
   good_job
   holidays
   hotwire-livereload
+  hotwire_combobox
   i18n-tasks
   image_processing (>= 1.2)
   importmap-rails
@@ -502,7 +503,7 @@ DEPENDENCIES
   pg (~> 1.5)
   propshaft
   puma (>= 5.0)
-  rails (~> 7.2.1)
+  rails (~> 7.2.2)
   rails-settings-cached
   redcarpet
   rubocop-rails-omakase
@@ -522,7 +523,7 @@ DEPENDENCIES
   webmock
 
 RUBY VERSION
-   ruby 3.3.4p94
+   ruby 3.3.5p100
 
 BUNDLED WITH
-   2.5.9
+   2.5.22

README.md

@@ -42,14 +42,14 @@ The instructions below are for developers to get started with contributing to th
 
 ### Requirements
 
-- Ruby 3.3.4
+- See `.ruby-version` file for required Ruby version
 - PostgreSQL >9.3 (ideally, latest stable version)
 
 After cloning the repo, the basic setup commands are:
 
 ```sh
 cd maybe
-cp .env.example .env
+cp .env.local.example .env.local
 bin/setup
 bin/dev
 

app/assets/images/stripe-logo.svg

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

app/assets/stylesheets/application.tailwind.css

@@ -19,7 +19,8 @@
     @apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
   }
 
-  .form-field__label {
+
+  .form-field__label, .hw-combobox__label {
     @apply block text-xs text-gray-500 peer-disabled:text-gray-400;
   }
 
@@ -100,7 +101,7 @@
   }
 
   .btn {
-    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer;
+    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer focus:outline-gray-500;
   }
 
   .btn--primary {
@@ -120,6 +121,33 @@
   }
 }
 
+.combobox {
+  .hw-combobox__main__wrapper, .hw-combobox__input {
+    @apply w-full;
+  }
+
+  .hw-combobox__main__wrapper {
+    @apply border-0 p-0 focus:border-0 ring-0 focus:ring-0 shadow-none focus:shadow-none focus-within:shadow-none;
+  }
+
+  .hw-combobox__listbox {
+    @apply absolute top-[160%] right-0 w-full bg-transparent rounded z-30;
+  }
+
+  .hw_combobox__pagination__wrapper {
+    @apply h-px;
+
+    &:only-child {
+      @apply bg-transparent;
+    }
+  }
+
+  --hw-border-color: rgba(0, 0, 0, 0.2);
+  --hw-handle-width: 20px;
+  --hw-handle-height: 20px;
+  --hw-handle-offset-right: 0px;
+}
+
 /* Small, single purpose classes that should take precedence over other styles */
 @layer utilities {
   .scrollbar::-webkit-scrollbar {

app/controllers/account/entries_controller.rb

@@ -4,13 +4,21 @@ class Account::EntriesController < ApplicationController
   before_action :set_account
   before_action :set_entry, only: %i[edit update show destroy]
 
+  def index
+    @q = search_params
+    @pagy, @entries = pagy(@account.entries.search(@q).reverse_chronological, limit: params[:per_page] || "10")
+  end
+
   def edit
     render entryable_view_path(:edit)
   end
 
   def update
+    prev_amount = @entry.amount
+    prev_date = @entry.date
+
     @entry.update!(entry_params)
-    @entry.sync_account_later
+    @entry.sync_account_later if prev_amount != @entry.amount || prev_date != @entry.date
 
     respond_to do |format|
       format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
@@ -43,6 +51,11 @@ class Account::EntriesController < ApplicationController
     end
 
     def entry_params
-      params.require(:account_entry).permit(:name, :date, :amount, :currency)
+      params.require(:account_entry).permit(:name, :date, :amount, :currency, :notes)
+    end
+
+    def search_params
+      params.fetch(:q, {})
+            .permit(:search)
     end
 end

app/controllers/account/logos_controller.rb

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

app/controllers/account/trades_controller.rb

@@ -17,10 +17,10 @@ class Account::TradesController < ApplicationController
 
     if entry = @builder.save
       entry.sync_account_later
-      redirect_to account_path(@account), notice: t(".success")
+      redirect_to @account, notice: t(".success")
     else
       flash[:alert] = t(".failure")
-      redirect_back_or_to account_path(@account)
+      redirect_back_or_to @account
     end
   end
 
@@ -33,6 +33,13 @@ class Account::TradesController < ApplicationController
     end
   end
 
+  def securities
+    query = params[:q]
+    return render json: [] if query.blank? || query.length < 2 || query.length > 100
+
+    @securities = Security::SynthComboboxOption.find_in_synth(query)
+  end
+
   private
 
     def set_account

app/controllers/account/transactions_controller.rb

@@ -12,16 +12,25 @@ class Account::TransactionsController < ApplicationController
   end
 
   def update
-    @entry.update!(entry_params)
+    prev_amount = @entry.amount
+    prev_date = @entry.date
+
+    @entry.update!(entry_params.except(:origin))
+    @entry.sync_account_later if prev_amount != @entry.amount || prev_date != @entry.date
 
     respond_to do |format|
       format.html { redirect_to account_entry_path(@account, @entry), notice: t(".success") }
-      format.turbo_stream { render turbo_stream: turbo_stream.replace(@entry) }
+      format.turbo_stream do
+        render turbo_stream: turbo_stream.replace(
+          @entry,
+          partial: "account/entries/entry",
+          locals: entry_locals.merge(entry: @entry)
+        )
+      end
     end
   end
 
   private
-
     def set_account
       @account = Current.family.accounts.find(params[:account_id])
     end
@@ -30,10 +39,18 @@ class Account::TransactionsController < ApplicationController
       @entry = @account.entries.find(params[:id])
     end
 
+    def entry_locals
+      {
+        selectable: entry_params[:origin].present?,
+        show_balance: entry_params[:origin] == "account",
+        origin: entry_params[:origin]
+      }
+    end
+
     def entry_params
       params.require(:account_entry)
             .permit(
-              :name, :date, :amount, :currency, :excluded, :notes, :entryable_type, :nature,
+              :name, :date, :amount, :currency, :excluded, :notes, :entryable_type, :nature, :origin,
               entryable_attributes: [
                 :id,
                 :category_id,

app/controllers/account/transfers_controller.rb

@@ -1,12 +1,15 @@
 class Account::TransfersController < ApplicationController
   layout :with_sidebar
 
-  before_action :set_transfer, only: :destroy
+  before_action :set_transfer, only: %i[destroy show update]
 
   def new
     @transfer = Account::Transfer.new
   end
 
+  def show
+  end
+
   def create
     from_account = Current.family.accounts.find(transfer_params[:from_account_id])
     to_account = Current.family.accounts.find(transfer_params[:to_account_id])
@@ -14,8 +17,7 @@ class Account::TransfersController < ApplicationController
     @transfer = Account::Transfer.build_from_accounts from_account, to_account, \
                                              date: transfer_params[:date],
                                              amount: transfer_params[:amount].to_d,
-                                             currency: transfer_params[:currency],
-                                             name: transfer_params[:name]
+                                             currency: transfer_params[:currency]
 
     if @transfer.save
       @transfer.entries.each(&:sync_account_later)
@@ -28,18 +30,33 @@ class Account::TransfersController < ApplicationController
     end
   end
 
+  def update
+    @transfer.update_entries!(transfer_update_params)
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
   def destroy
-    @transfer.destroy_and_remove_marks!
+    @transfer.destroy!
     redirect_back_or_to transactions_url, notice: t(".success")
   end
 
   private
 
     def set_transfer
-      @transfer = Account::Transfer.find(params[:id])
+      record = Account::Transfer.find(params[:id])
+
+      unless record.entries.all? { |entry| Current.family.accounts.include?(entry.account) }
+        raise ActiveRecord::RecordNotFound
+      end
+
+      @transfer = record
     end
 
     def transfer_params
-      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :date, :name)
+      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :date, :name, :excluded)
+    end
+
+    def transfer_update_params
+      params.require(:account_transfer).permit(:excluded, :notes)
     end
 end

app/controllers/account/valuations_controller.rb

@@ -15,7 +15,7 @@ class Account::ValuationsController < ApplicationController
       redirect_back_or_to account_valuations_path(@account), notice: t(".success")
     else
       flash[:alert] = @entry.errors.full_messages.to_sentence
-      redirect_to account_path(@account)
+      redirect_to @account
     end
   end
 

app/controllers/accounts_controller.rb

@@ -1,8 +1,7 @@
 class AccountsController < ApplicationController
   layout :with_sidebar
 
-  include Filterable
-  before_action :set_account, only: %i[edit show destroy sync update]
+  before_action :set_account, only: %i[sync]
 
   def index
     @institutions = Current.family.institutions
@@ -10,6 +9,7 @@ class AccountsController < ApplicationController
   end
 
   def summary
+    @period = Period.from_param(params[:period])
     snapshot = Current.family.snapshot(@period)
     @net_worth_series = snapshot[:net_worth_series]
     @asset_series = snapshot[:asset_series]
@@ -19,52 +19,10 @@ class AccountsController < ApplicationController
   end
 
   def list
+    @period = Period.from_param(params[:period])
     render layout: false
   end
 
-  def new
-    @account = Account.new(
-      accountable: Accountable.from_type(params[:type])&.new,
-      currency: Current.family.currency
-    )
-
-    @account.accountable.address = Address.new if @account.accountable.is_a?(Property)
-
-    if params[:institution_id]
-      @account.institution = Current.family.institutions.find_by(id: params[:institution_id])
-    end
-  end
-
-  def show
-    @series = @account.series(period: @period)
-    @trend = @series.trend
-  end
-
-  def edit
-    @account.accountable.build_address if @account.accountable.is_a?(Property) && @account.accountable.address.blank?
-  end
-
-  def update
-    @account.update_with_sync!(account_params)
-    redirect_back_or_to account_path(@account), notice: t(".success")
-  end
-
-  def create
-    @account = Current.family
-                      .accounts
-                      .create_with_optional_start_balance! \
-                        attributes: account_params.except(:start_date, :start_balance),
-                        start_date: account_params[:start_date],
-                        start_balance: account_params[:start_balance]
-    @account.sync_later
-    redirect_back_or_to account_path(@account), notice: t(".success")
-  end
-
-  def destroy
-    @account.destroy!
-    redirect_to accounts_path, notice: t(".success")
-  end
-
   def sync
     unless @account.syncing?
       @account.sync_later
@@ -77,12 +35,7 @@ class AccountsController < ApplicationController
   end
 
   private
-
     def set_account
       @account = Current.family.accounts.find(params[:id])
     end
-
-    def account_params
-      params.require(:account).permit(:name, :accountable_type, :balance, :start_date, :start_balance, :currency, :subtype, :is_active, :institution_id)
-    end
 end

app/controllers/application_controller.rb

@@ -1,8 +1,23 @@
 class ApplicationController < ActionController::Base
-  include Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation
+  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable
   include Pagy::Backend
 
+  helper_method :require_upgrade?, :subscription_pending?
+
   private
+    def require_upgrade?
+      return false if self_hosted?
+      return false unless Current.session
+      return false if Current.family.subscribed?
+      return false if subscription_pending? || request.path == settings_billing_path
+
+      true
+    end
+
+    def subscription_pending?
+      subscribed_at = Current.session.subscribed_at
+      subscribed_at.present? && subscribed_at <= Time.current && subscribed_at > 1.hour.ago
+    end
 
     def with_sidebar
       return "turbo_rails/frame" if turbo_frame_request?

app/controllers/categories_controller.rb

@@ -1,7 +1,7 @@
 class CategoriesController < ApplicationController
   layout :with_sidebar
 
-  before_action :set_category, only: %i[edit update]
+  before_action :set_category, only: %i[edit update destroy]
   before_action :set_transaction, only: :create
 
   def index
@@ -13,12 +13,14 @@ class CategoriesController < ApplicationController
   end
 
   def create
-    Category.transaction do
-      category = Current.family.categories.create!(category_params)
-      @transaction.update!(category_id: category.id) if @transaction
-    end
+    @category = Current.family.categories.new(category_params)
 
-    redirect_back_or_to transactions_path, notice: t(".success")
+    if @category.save
+      @transaction.update(category_id: @category.id) if @transaction
+      redirect_back_or_to transactions_path, notice: t(".success")
+    else
+      redirect_back_or_to transactions_path, alert: t(".failure", error: @category.errors.full_messages.to_sentence)
+    end
   end
 
   def edit
@@ -30,6 +32,12 @@ class CategoriesController < ApplicationController
     redirect_back_or_to transactions_path, notice: t(".success")
   end
 
+  def destroy
+    @category.destroy
+
+    redirect_back_or_to categories_path, notice: t(".success")
+  end
+
   private
     def set_category
       @category = Current.family.categories.find(params[:id])

app/controllers/concerns/accountable_resource.rb

@@ -0,0 +1,60 @@
+module AccountableResource
+  extend ActiveSupport::Concern
+
+  included do
+    layout :with_sidebar
+    before_action :set_account, only: [ :show, :edit, :update, :destroy ]
+  end
+
+  class_methods do
+    def permitted_accountable_attributes(*attrs)
+      @permitted_accountable_attributes = attrs if attrs.any?
+      @permitted_accountable_attributes ||= [ :id ]
+    end
+  end
+
+  def new
+    @account = Current.family.accounts.build(
+      currency: Current.family.currency,
+      accountable: accountable_type.new,
+      institution_id: params[:institution_id]
+    )
+  end
+
+  def show
+  end
+
+  def edit
+  end
+
+  def create
+    @account = Current.family.accounts.create_and_sync(account_params.except(:return_to))
+    redirect_to account_params[:return_to].presence || @account, notice: t(".success")
+  end
+
+  def update
+    @account.update_with_sync!(account_params.except(:return_to))
+    redirect_back_or_to @account, notice: t(".success")
+  end
+
+  def destroy
+    @account.destroy!
+    redirect_to accounts_path, notice: t(".success")
+  end
+
+  private
+    def accountable_type
+      controller_name.classify.constantize
+    end
+
+    def set_account
+      @account = Current.family.accounts.find(params[:id])
+    end
+
+    def account_params
+      params.require(:account).permit(
+        :name, :is_active, :balance, :subtype, :currency, :institution_id, :accountable_type, :return_to,
+        accountable_attributes: self.class.permitted_accountable_attributes
+      )
+    end
+end

app/controllers/concerns/authentication.rb

@@ -14,7 +14,7 @@ module Authentication
 
   private
     def authenticate_user!
-      if session_record = Session.find_by_id(cookies.signed[:session_token])
+      if session_record = find_session_by_cookie
         Current.session = session_record
       else
         if self_hosted_first_login?
@@ -25,6 +25,10 @@ module Authentication
       end
     end
 
+    def find_session_by_cookie
+      Session.find_by(id: cookies.signed[:session_token])
+    end
+
     def create_session_for(user)
       session = user.sessions.create!
       cookies.signed.permanent[:session_token] = { value: session.id, httponly: true }

app/controllers/concerns/filterable.rb

@@ -1,23 +0,0 @@
-module Filterable
-  extend ActiveSupport::Concern
-
-  included do
-    before_action :set_period
-  end
-
-    private
-
-      def set_period
-        @period = Period.find_by_name(params[:period])
-        if @period.nil?
-          start_date = params[:start_date].presence&.to_date
-          end_date = params[:end_date].presence&.to_date
-          if start_date.is_a?(Date) && end_date.is_a?(Date) && start_date <= end_date
-            @period = Period.new(name: "custom", date_range: start_date..end_date)
-          else
-            params[:period] = "last_30_days"
-            @period = Period.find_by_name(params[:period])
-          end
-        end
-      end
-end

app/controllers/concerns/impersonatable.rb

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

app/controllers/concerns/invitable.rb

@@ -7,6 +7,7 @@ module Invitable
 
   private
     def invite_code_required?
+      return false if @invitation.present?
       self_hosted? ? Setting.require_invite_for_signup : ENV["REQUIRE_INVITE_CODE"] == "true"
     end
 

app/controllers/concerns/onboardable.rb

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

app/controllers/credit_cards_controller.rb

@@ -1,41 +1,12 @@
 class CreditCardsController < ApplicationController
-  before_action :set_account, only: :update
+  include AccountableResource
 
-  def create
-    account = Current.family
-                     .accounts
-                     .create_with_optional_start_balance! \
-                       attributes: account_params.except(:start_date, :start_balance),
-                       start_date: account_params[:start_date],
-                       start_balance: account_params[:start_balance]
-
-    account.sync_later
-    redirect_to account, notice: t(".success")
-  end
-
-  def update
-    @account.update_with_sync!(account_params)
-    redirect_to @account, notice: t(".success")
-  end
-
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:id])
-    end
-
-    def account_params
-      params.require(:account)
-        .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
-          accountable_attributes: [
-            :id,
-            :available_credit,
-            :minimum_payment,
-            :apr,
-            :annual_fee,
-            :expiration_date
-          ]
-        )
-    end
+  permitted_accountable_attributes(
+    :id,
+    :available_credit,
+    :minimum_payment,
+    :apr,
+    :annual_fee,
+    :expiration_date
+  )
 end

app/controllers/cryptos_controller.rb

@@ -0,0 +1,3 @@
+class CryptosController < ApplicationController
+  include AccountableResource
+end

app/controllers/depositories_controller.rb

@@ -0,0 +1,3 @@
+class DepositoriesController <  ApplicationController
+  include AccountableResource
+end

app/controllers/impersonation_sessions_controller.rb

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

app/controllers/import/configurations_controller.rb

@@ -20,6 +20,21 @@ class Import::ConfigurationsController < ApplicationController
     end
 
     def import_params
-      params.require(:import).permit(:date_col_label, :date_format, :name_col_label, :category_col_label, :tags_col_label, :amount_col_label, :signage_convention, :account_col_label, :notes_col_label, :entity_type_col_label)
+      params.require(:import).permit(
+        :date_col_label,
+        :amount_col_label,
+        :name_col_label,
+        :category_col_label,
+        :tags_col_label,
+        :account_col_label,
+        :qty_col_label,
+        :ticker_col_label,
+        :price_col_label,
+        :entity_type_col_label,
+        :notes_col_label,
+        :currency_col_label,
+        :date_format,
+        :signage_convention
+      )
     end
 end

app/controllers/imports_controller.rb

@@ -24,7 +24,11 @@ class ImportsController < ApplicationController
   end
 
   def show
-    redirect_to import_confirm_path(@import), alert: "Please finalize your mappings before proceeding." unless @import.publishable?
+    if !@import.uploaded?
+      redirect_to import_upload_path(@import), alert: "Please finalize your file upload."
+    elsif !@import.publishable?
+      redirect_to import_confirm_path(@import), alert: "Please finalize your mappings before proceeding."
+    end
   end
 
   def destroy

app/controllers/investments_controller.rb

@@ -0,0 +1,3 @@
+class InvestmentsController < ApplicationController
+  include AccountableResource
+end

app/controllers/invitations_controller.rb

@@ -0,0 +1,42 @@
+class InvitationsController < ApplicationController
+  skip_authentication only: :accept
+  def new
+    @invitation = Invitation.new
+  end
+
+  def create
+    unless Current.user.admin?
+      flash[:alert] = t(".failure")
+      redirect_to settings_profile_path
+      return
+    end
+
+    @invitation = Current.family.invitations.build(invitation_params)
+    @invitation.inviter = Current.user
+
+    if @invitation.save
+      InvitationMailer.invite_email(@invitation).deliver_later unless self_hosted?
+      flash[:notice] = t(".success")
+    else
+      flash[:alert] = t(".failure")
+    end
+
+    redirect_to settings_profile_path
+  end
+
+  def accept
+    @invitation = Invitation.find_by!(token: params[:id])
+
+    if @invitation.pending?
+      redirect_to new_registration_path(invitation: @invitation.token)
+    else
+      raise ActiveRecord::RecordNotFound
+    end
+  end
+
+  private
+
+    def invitation_params
+      params.require(:invitation).permit(:email, :role)
+    end
+end

app/controllers/issue/exchange_rate_provider_missings_controller.rb

@@ -3,8 +3,9 @@ class Issue::ExchangeRateProviderMissingsController < ApplicationController
 
   def update
     Setting.synth_api_key = exchange_rate_params[:synth_api_key]
-    @issue.issuable.sync_later
-    redirect_back_or_to account_path(@issue.issuable)
+    account = @issue.issuable
+    account.sync_later
+    redirect_back_or_to account
   end
 
   private

app/controllers/loans_controller.rb

@@ -1,39 +1,7 @@
 class LoansController < ApplicationController
-  before_action :set_account, only: :update
+  include AccountableResource
 
-  def create
-    account = Current.family
-                     .accounts
-                     .create_with_optional_start_balance! \
-                       attributes: account_params.except(:start_date, :start_balance),
-                       start_date: account_params[:start_date],
-                       start_balance: account_params[:start_balance]
-
-    account.sync_later
-    redirect_to account, notice: t(".success")
-  end
-
-  def update
-    @account.update_with_sync!(account_params)
-    redirect_to @account, notice: t(".success")
-  end
-
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:id])
-    end
-
-    def account_params
-      params.require(:account)
-        .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
-          accountable_attributes: [
-            :id,
-            :rate_type,
-            :interest_rate,
-            :term_months
-          ]
-        )
-    end
+  permitted_accountable_attributes(
+    :id, :rate_type, :interest_rate, :term_months
+  )
 end

app/controllers/merchants_controller.rb

@@ -12,8 +12,13 @@ class MerchantsController < ApplicationController
   end
 
   def create
-    Current.family.merchants.create!(merchant_params)
-    redirect_to merchants_path, notice: t(".success")
+    @merchant = Current.family.merchants.new(merchant_params)
+
+    if @merchant.save
+      redirect_to merchants_path, notice: t(".success")
+    else
+      redirect_to merchants_path, alert: t(".error", error: @merchant.errors.full_messages.to_sentence)
+    end
   end
 
   def edit

app/controllers/onboardings_controller.rb

@@ -0,0 +1,24 @@
+class OnboardingsController < ApplicationController
+  layout "application"
+  before_action :set_user
+  before_action :load_invitation
+
+  def show
+  end
+
+  def profile
+  end
+
+  def preferences
+  end
+
+  private
+
+    def set_user
+      @user = Current.user
+    end
+
+    def load_invitation
+      @invitation = Current.family.invitations.accepted.find_by(email: Current.user.email)
+    end
+end

app/controllers/other_assets_controller.rb

@@ -0,0 +1,3 @@
+class OtherAssetsController < ApplicationController
+  include AccountableResource
+end

app/controllers/other_liabilities_controller.rb

@@ -0,0 +1,3 @@
+class OtherLiabilitiesController < ApplicationController
+  include AccountableResource
+end

app/controllers/pages_controller.rb

@@ -2,9 +2,8 @@ class PagesController < ApplicationController
   skip_before_action :authenticate_user!, only: %i[early_access]
   layout :with_sidebar, except: %i[early_access]
 
-  include Filterable
-
   def dashboard
+    @period = Period.from_param(params[:period])
     snapshot = Current.family.snapshot(@period)
     @net_worth_series = snapshot[:net_worth_series]
     @asset_series = snapshot[:asset_series]
@@ -20,7 +19,7 @@ class PagesController < ApplicationController
     @top_earners = snapshot_account_transactions[:top_earners]
     @top_savers = snapshot_account_transactions[:top_savers]
 
-    @accounts = Current.family.accounts
+    @accounts = Current.family.accounts.active
     @account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
     @transaction_entries = Current.family.entries.account_transactions.limit(6).reverse_chronological
 

app/controllers/password_resets_controller.rb

@@ -16,7 +16,7 @@ class PasswordResetsController < ApplicationController
       ).password_reset.deliver_later
     end
 
-    redirect_to root_path, notice: t(".requested")
+    redirect_to new_password_reset_path(step: "pending")
   end
 
   def edit

app/controllers/properties_controller.rb

@@ -1,40 +1,22 @@
 class PropertiesController < ApplicationController
-  before_action :set_account, only: :update
+  include AccountableResource
 
-  def create
-    account = Current.family
-                     .accounts
-                     .create_with_optional_start_balance! \
-                       attributes: account_params.except(:start_date, :start_balance),
-                       start_date: account_params[:start_date],
-                       start_balance: account_params[:start_balance]
+  permitted_accountable_attributes(
+    :id, :year_built, :area_unit, :area_value,
+    address_attributes: [ :line1, :line2, :locality, :region, :country, :postal_code ]
+  )
 
-    account.sync_later
-    redirect_to account, notice: t(".success")
+  def new
+    @account = Current.family.accounts.build(
+      currency: Current.family.currency,
+      accountable: Property.new(
+        address: Address.new
+      ),
+      institution_id: params[:institution_id]
+    )
   end
 
-  def update
-    @account.update_with_sync!(account_params)
-    redirect_to @account, notice: t(".success")
+  def edit
+    @account.accountable.address ||= Address.new
   end
-
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:id])
-    end
-
-    def account_params
-      params.require(:account)
-        .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
-          accountable_attributes: [
-            :id,
-            :year_built,
-            :area_unit,
-            :area_value,
-            address_attributes: [ :line1, :line2, :locality, :region, :country, :postal_code ]
-          ]
-        )
-    end
 end

app/controllers/registrations_controller.rb

@@ -4,36 +4,49 @@ class RegistrationsController < ApplicationController
   layout "auth"
 
   before_action :set_user, only: :create
+  before_action :set_invitation
   before_action :claim_invite_code, only: :create, if: :invite_code_required?
 
   def new
-    @user = User.new
+    @user = User.new(email: @invitation&.email)
   end
 
   def create
-    family = Family.new
-    @user.family = family
-    @user.role = :admin
+    if @invitation
+      @user.family = @invitation.family
+      @user.role = @invitation.role
+      @user.email = @invitation.email
+    else
+      family = Family.new
+      @user.family = family
+      @user.role = :admin
+    end
 
     if @user.save
-      Category.create_default_categories(@user.family)
+      @invitation&.update!(accepted_at: Time.current)
+      Category.create_default_categories(@user.family) unless @invitation
       @session = create_session_for(@user)
-      flash[:notice] = t(".success")
-      redirect_to root_path
+      redirect_to root_path, notice: t(".success")
     else
-      flash[:alert] = t(".failure")
       render :new, status: :unprocessable_entity
     end
   end
 
   private
 
-    def set_user
-      @user = User.new user_params.except(:invite_code)
+    def set_invitation
+      token = params[:invitation]
+      token ||= params[:user][:invitation] if params[:user].present?
+      @invitation = Invitation.pending.find_by(token: token)
     end
 
-    def user_params
-      params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code)
+    def set_user
+      @user = User.new user_params.except(:invite_code, :invitation)
+    end
+
+    def user_params(specific_param = nil)
+      params = self.params.require(:user).permit(:name, :email, :password, :password_confirmation, :invite_code, :invitation)
+      specific_param ? params[specific_param] : params
     end
 
     def claim_invite_code

app/controllers/securities_controller.rb

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

app/controllers/sessions_controller.rb

@@ -19,7 +19,7 @@ class SessionsController < ApplicationController
 
   def destroy
     @session.destroy
-    redirect_to root_path, notice: t(".logout_successful")
+    redirect_to new_session_path, notice: t(".logout_successful")
   end
 
   private

app/controllers/settings/billings_controller.rb

@@ -1,2 +1,5 @@
 class Settings::BillingsController < SettingsController
+  def show
+    @user = Current.user
+  end
 end

app/controllers/settings/preferences_controller.rb

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

app/controllers/settings/profiles_controller.rb

@@ -1,38 +1,7 @@
 class Settings::ProfilesController < SettingsController
   def show
+    @user = Current.user
+    @users = Current.family.users.order(:created_at)
+    @pending_invitations = Current.family.invitations.pending
   end
-
-  def update
-    user_params_with_family = user_params
-
-    if params[:user][:delete_profile_image] == "true"
-      Current.user.profile_image.purge
-    end
-
-    if Current.family && user_params_with_family[:family_attributes]
-      family_attributes = user_params_with_family[:family_attributes].merge({ id: Current.family.id })
-      user_params_with_family[:family_attributes] = family_attributes
-    end
-
-    if Current.user.update(user_params_with_family)
-      redirect_to settings_profile_path, notice: t(".success")
-    else
-      redirect_to settings_profile_path, alert: Current.user.errors.full_messages.to_sentence
-    end
-  end
-
-  def destroy
-    if Current.user.deactivate
-      Current.session.destroy
-      redirect_to root_path, notice: t(".success")
-    else
-      redirect_to settings_profile_path, alert: Current.user.errors.full_messages.to_sentence
-    end
-  end
-
-  private
-    def user_params
-      params.require(:user).permit(:first_name, :last_name, :profile_image,
-                                   family_attributes: [ :name, :id ])
-    end
 end

app/controllers/subscriptions_controller.rb

@@ -1,16 +1,14 @@
 class SubscriptionsController < ApplicationController
   def new
-    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
-
     if Current.family.stripe_customer_id.blank?
-      customer = client.v1.customers.create(
+      customer = stripe_client.v1.customers.create(
         email: Current.family.primary_user.email,
         metadata: { family_id: Current.family.id }
       )
       Current.family.update(stripe_customer_id: customer.id)
     end
 
-    session = client.v1.checkout.sessions.create({
+    session = stripe_client.v1.checkout.sessions.create({
       customer: Current.family.stripe_customer_id,
       line_items: [ {
         price: ENV["STRIPE_PLAN_ID"],
@@ -18,7 +16,7 @@ class SubscriptionsController < ApplicationController
       } ],
       mode: "subscription",
       allow_promotion_codes: true,
-      success_url: settings_billing_url,
+      success_url: success_subscription_url + "?session_id={CHECKOUT_SESSION_ID}",
       cancel_url: settings_billing_url
     })
 
@@ -26,12 +24,24 @@ class SubscriptionsController < ApplicationController
   end
 
   def show
-    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
-
-    portal_session = client.v1.billing_portal.sessions.create(
+    portal_session = stripe_client.v1.billing_portal.sessions.create(
       customer: Current.family.stripe_customer_id,
       return_url: settings_billing_url
     )
+
     redirect_to portal_session.url, allow_other_host: true, status: :see_other
   end
+
+  def success
+    checkout_session = stripe_client.v1.checkout.sessions.retrieve(params[:session_id])
+    Current.session.update(subscribed_at: Time.at(checkout_session.created))
+    redirect_to root_path, notice: "You have successfully subscribed to Maybe+."
+  rescue Stripe::InvalidRequestError
+    redirect_to settings_billing_path, alert: "Something went wrong processing your subscription. Please contact us to get this fixed."
+  end
+
+  private
+    def stripe_client
+      @stripe_client ||= Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+    end
 end

app/controllers/tags_controller.rb

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

app/controllers/transactions_controller.rb

@@ -32,11 +32,12 @@ class TransactionsController < ApplicationController
                     .create!(transaction_entry_params.merge(amount: amount))
 
     @entry.sync_account_later
-    redirect_back_or_to account_path(@entry.account), notice: t(".success")
+    redirect_back_or_to @entry.account, notice: t(".success")
   end
 
   def bulk_delete
     destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
+    destroyed.map(&:account).uniq.each(&:sync_later)
     redirect_back_or_to transactions_url, notice: t(".success", count: destroyed.count)
   end
 

app/controllers/users_controller.rb

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

app/controllers/vehicles_controller.rb

@@ -1,41 +1,7 @@
 class VehiclesController < ApplicationController
-  before_action :set_account, only: :update
+  include AccountableResource
 
-  def create
-    account = Current.family
-                     .accounts
-                     .create_with_optional_start_balance! \
-                       attributes: account_params.except(:start_date, :start_balance),
-                       start_date: account_params[:start_date],
-                       start_balance: account_params[:start_balance]
-
-    account.sync_later
-    redirect_to account, notice: t(".success")
-  end
-
-  def update
-    @account.update_with_sync!(account_params)
-    redirect_to @account, notice: t(".success")
-  end
-
-  private
-
-    def set_account
-      @account = Current.family.accounts.find(params[:id])
-    end
-
-    def account_params
-      params.require(:account)
-        .permit(
-          :name, :balance, :institution_id, :start_date, :start_balance, :currency, :accountable_type,
-          accountable_attributes: [
-            :id,
-            :make,
-            :model,
-            :year,
-            :mileage_value,
-            :mileage_unit
-          ]
-        )
-    end
+  permitted_accountable_attributes(
+    :id, :make, :model, :year, :mileage_value, :mileage_unit
+  )
 end

app/helpers/account/entries_helper.rb

@@ -12,43 +12,18 @@ module Account::EntriesHelper
     transfers.map(&:transfer).uniq
   end
 
-  def entry_icon(entry, is_oldest: false)
-    if is_oldest
-      "keyboard"
-    elsif entry.trend.direction.up?
-      "arrow-up"
-    elsif entry.trend.direction.down?
-      "arrow-down"
-    else
-      "minus"
-    end
-  end
-
-  def entry_style(entry, is_oldest: false)
-    color = is_oldest ? "#D444F1" : entry.trend.color
-
-    mixed_hex_styles(color)
-  end
-
-  def entry_name(entry)
-    if entry.account_trade?
-      trade     = entry.account_trade
-      prefix    = trade.sell? ? "Sell " : "Buy "
-      generated = prefix + "#{trade.qty.abs} shares of #{trade.security.ticker}"
-      name      = entry.name || generated
-      name
-    else
-      entry.name || "Transaction"
-    end
-  end
-
-  def entries_by_date(entries, selectable: true)
+  def entries_by_date(entries, selectable: true, totals: false)
     entries.group_by(&:date).map do |date, grouped_entries|
-      content = capture do
-        yield grouped_entries
+      # Valuations always go first, then sort by created_at desc
+      sorted_entries = grouped_entries.sort_by do |entry|
+        [ entry.account_valuation? ? 0 : 1, -entry.created_at.to_i ]
       end
 
-      render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, selectable: }
+      content = capture do
+        yield sorted_entries
+      end
+
+      render partial: "account/entries/entry_group", locals: { date:, entries: sorted_entries, content:, selectable:, totals: }
     end.join.html_safe
   end
 

app/helpers/accounts_helper.rb

@@ -1,4 +1,27 @@
 module AccountsHelper
+  def period_label(period)
+    return "since account creation" if period.date_range.begin.nil?
+    start_date, end_date = period.date_range.first, period.date_range.last
+
+    return "Starting from #{start_date.strftime('%b %d, %Y')}" if end_date.nil?
+    return "Ending at #{end_date.strftime('%b %d, %Y')}" if start_date.nil?
+
+    days_apart = (end_date - start_date).to_i
+
+    case days_apart
+    when 1
+      "vs. yesterday"
+    when 7
+      "vs. last week"
+    when 30, 31
+      "vs. last month"
+    when 365, 366
+      "vs. last year"
+    else
+      "from #{start_date.strftime('%b %d, %Y')} to #{end_date.strftime('%b %d, %Y')}"
+    end
+  end
+
   def summary_card(title:, &block)
     content = capture(&block)
     render "accounts/summary_card", title: title, content: content
@@ -28,65 +51,9 @@ module AccountsHelper
     class_mapping(accountable_type)[:hex]
   end
 
-  # Eventually, we'll have an accountable form for each type of accountable, so
-  # this helper is a convenience for now to reuse common logic in the accounts controller
-  def new_account_form_url(account)
-    case account.accountable_type
-    when "Property"
-      properties_path
-    when "Vehicle"
-      vehicles_path
-    when "Loan"
-      loans_path
-    when "CreditCard"
-      credit_cards_path
-    else
-      accounts_path
-    end
-  end
-
-  def edit_account_form_url(account)
-    case account.accountable_type
-    when "Property"
-      property_path(account)
-    when "Vehicle"
-      vehicle_path(account)
-    when "Loan"
-      loan_path(account)
-    when "CreditCard"
-      credit_card_path(account)
-    else
-      account_path(account)
-    end
-  end
-
-  def account_tabs(account)
-    overview_tab = { key: "overview", label: t("accounts.show.overview"), path: account_path(account, tab: "overview"), partial_path: "accounts/overview" }
-    holdings_tab = { key: "holdings", label: t("accounts.show.holdings"), path: account_path(account, tab: "holdings"), route: account_holdings_path(account) }
-    cash_tab = { key: "cash", label: t("accounts.show.cash"), path: account_path(account, tab: "cash"), route: account_cashes_path(account) }
-    value_tab        = { key: "valuations", label: t("accounts.show.value"), path: account_path(account, tab: "valuations"), route: account_valuations_path(account) }
-    transactions_tab = { key: "transactions", label: t("accounts.show.transactions"), path: account_path(account, tab: "transactions"), route: account_transactions_path(account) }
-    trades_tab       = { key: "trades", label: t("accounts.show.trades"), path: account_path(account, tab: "trades"), route: account_trades_path(account) }
-
-    return [ value_tab ] if account.other_asset? || account.other_liability?
-    return [ overview_tab, value_tab ] if account.property? || account.vehicle?
-    return [ holdings_tab, cash_tab, trades_tab, value_tab ] if account.investment?
-    return [ overview_tab, value_tab, transactions_tab ] if account.loan? || account.credit_card?
-
-    [ value_tab, transactions_tab ]
-  end
-
-  def selected_account_tab(account)
-    available_tabs = account_tabs(account)
-
-    tab = available_tabs.find { |tab| tab[:key] == params[:tab] }
-
-    tab || available_tabs.first
-  end
-
   def account_groups(period: nil)
-    assets, liabilities = Current.family.accounts.by_group(currency: Current.family.currency, period: period || Period.last_30_days).values_at(:assets, :liabilities)
-    [ assets.children, liabilities.children ].flatten
+    assets, liabilities = Current.family.accounts.active.by_group(currency: Current.family.currency, period: period || Period.last_30_days).values_at(:assets, :liabilities)
+    [ assets.children.sort_by(&:name), liabilities.children.sort_by(&:name) ].flatten
   end
 
   private

app/helpers/application_helper.rb

@@ -1,6 +1,19 @@
 module ApplicationHelper
   include Pagy::Frontend
 
+  def date_format_options
+    [
+      [ "DD-MM-YYYY", "%d-%m-%Y" ],
+      [ "MM-DD-YYYY", "%m-%d-%Y" ],
+      [ "YYYY-MM-DD", "%Y-%m-%d" ],
+      [ "DD/MM/YYYY", "%d/%m/%Y" ],
+      [ "YYYY/MM/DD", "%Y/%m/%d" ],
+      [ "MM/DD/YYYY", "%m/%d/%Y" ],
+      [ "D/MM/YYYY", "%e/%m/%Y" ],
+      [ "YYYY.MM.DD", "%Y.%m.%d" ]
+    ]
+  end
+
   def title(page_title)
     content_for(:title) { page_title }
   end
@@ -9,10 +22,6 @@ module ApplicationHelper
     content_for(:header_title) { page_title }
   end
 
-  def permitted_accountable_partial(name)
-    name.underscore
-  end
-
   def family_notifications_stream
     turbo_stream_from [ Current.family, :notifications ] if Current.family
   end
@@ -80,8 +89,8 @@ module ApplicationHelper
     color = hex || "#1570EF" # blue-600
 
     <<-STYLE.strip
-      background-color: color-mix(in srgb, #{color} 5%, white);
-      border-color: color-mix(in srgb, #{color} 10%, white);
+      background-color: color-mix(in srgb, #{color} 10%, white);
+      border-color: color-mix(in srgb, #{color} 30%, white);
       color: #{color};
     STYLE
   end
@@ -113,26 +122,16 @@ module ApplicationHelper
     { bg_class: bg_class, text_class: text_class, symbol: symbol, icon: icon }
   end
 
-  def period_label(period)
-    return "since account creation" if period.date_range.begin.nil?
-    start_date, end_date = period.date_range.first, period.date_range.last
+  # Wrapper around I18n.l to support custom date formats
+  def format_date(object, format = :default, options = {})
+    date = object.to_date
 
-    return "Starting from #{start_date.strftime('%b %d, %Y')}" if end_date.nil?
-    return "Ending at #{end_date.strftime('%b %d, %Y')}" if start_date.nil?
+    format_code = options[:format_code] || Current.family&.date_format
 
-    days_apart = (end_date - start_date).to_i
-
-    case days_apart
-    when 1
-      "vs. yesterday"
-    when 7
-      "vs. last week"
-    when 30, 31
-      "vs. last month"
-    when 365, 366
-      "vs. last year"
+    if format_code.present?
+      date.strftime(format_code)
     else
-      "from #{start_date.strftime('%b %d, %Y')} to #{end_date.strftime('%b %d, %Y')}"
+      I18n.l(date, format: format, **options)
     end
   end
 

app/helpers/categories_helper.rb

@@ -4,4 +4,8 @@ module CategoriesHelper
       name: "Uncategorized",
       color: Category::UNCATEGORIZED_COLOR
   end
+
+  def family_categories
+    [ null_category ].concat(Current.family.categories.alphabetically)
+  end
 end

app/helpers/impersonation_sessions_helper.rb

@@ -0,0 +1,2 @@
+module ImpersonationSessionsHelper
+end

app/helpers/invitations_helper.rb

@@ -0,0 +1,2 @@
+module InvitationsHelper
+end

app/helpers/languages_helper.rb

@@ -0,0 +1,366 @@
+module LanguagesHelper
+  LANGUAGE_MAPPING = {
+    en: "English",
+    ru: "Russian",
+    ar: "Arabic",
+    bg: "Bulgarian",
+    'ca-CAT': "Catalan (Catalonia)",
+    ca: "Catalan",
+    'da-DK': "Danish (Denmark)",
+    'de-AT': "German (Austria)",
+    'de-CH': "German (Switzerland)",
+    de: "German",
+    ee: "Ewe",
+    'en-AU': "English (Australia)",
+    'en-BORK': "English (Bork)",
+    'en-CA': "English (Canada)",
+    'en-GB': "English (United Kingdom)",
+    'en-IND': "English (India)",
+    'en-KE': "English (Kenya)",
+    'en-MS': "English (Malaysia)",
+    'en-NEP': "English (Nepal)",
+    'en-NG': "English (Nigeria)",
+    'en-NZ': "English (New Zealand)",
+    'en-PAK': "English (Pakistan)",
+    'en-SG': "English (Singapore)",
+    'en-TH': "English (Thailand)",
+    'en-UG': "English (Uganda)",
+    'en-US': "English (United States)",
+    'en-ZA': "English (South Africa)",
+    'en-au-ocker': "English (Australian Ocker)",
+    'es-AR': "Spanish (Argentina)",
+    'es-MX': "Spanish (Mexico)",
+    es: "Spanish",
+    fa: "Persian",
+    'fi-FI': "Finnish (Finland)",
+    fr: "French",
+    'fr-CA': "French (Canada)",
+    'fr-CH': "French (Switzerland)",
+    he: "Hebrew",
+    hy: "Armenian",
+    id: "Indonesian",
+    it: "Italian",
+    ja: "Japanese",
+    ko: "Korean",
+    lt: "Lithuanian",
+    lv: "Latvian",
+    'mi-NZ': "Maori (New Zealand)",
+    'nb-NO': "Norwegian Bokmål (Norway)",
+    nl: "Dutch",
+    'no-NO': "Norwegian (Norway)",
+    pl: "Polish",
+    'pt-BR': "Portuguese (Brazil)",
+    pt: "Portuguese",
+    sk: "Slovak",
+    sv: "Swedish",
+    th: "Thai",
+    tr: "Turkish",
+    uk: "Ukrainian",
+    vi: "Vietnamese",
+    'zh-CN': "Chinese (Simplified)",
+    'zh-TW': "Chinese (Traditional)",
+    af: "Afrikaans",
+    az: "Azerbaijani",
+    be: "Belarusian",
+    bn: "Bengali",
+    bs: "Bosnian",
+    cs: "Czech",
+    cy: "Welsh",
+    da: "Danish",
+    'de-DE': "German (Germany)",
+    dz: "Dzongkha",
+    'el-CY': "Greek (Cyprus)",
+    el: "Greek",
+    'en-CY': "English (Cyprus)",
+    'en-IE': "English (Ireland)",
+    'en-IN': "English (India)",
+    'en-TT': "English (Trinidad and Tobago)",
+    eo: "Esperanto",
+    'es-419': "Spanish (Latin America)",
+    'es-CL': "Spanish (Chile)",
+    'es-CO': "Spanish (Colombia)",
+    'es-CR': "Spanish (Costa Rica)",
+    'es-EC': "Spanish (Ecuador)",
+    'es-ES': "Spanish (Spain)",
+    'es-NI': "Spanish (Nicaragua)",
+    'es-PA': "Spanish (Panama)",
+    'es-PE': "Spanish (Peru)",
+    'es-US': "Spanish (United States)",
+    'es-VE': "Spanish (Venezuela)",
+    et: "Estonian",
+    eu: "Basque",
+    fi: "Finnish",
+    'fr-FR': "French (France)",
+    fy: "Western Frisian",
+    gd: "Scottish Gaelic",
+    gl: "Galician",
+    'hi-IN': "Hindi (India)",
+    hi: "Hindi",
+    hr: "Croatian",
+    hu: "Hungarian",
+    is: "Icelandic",
+    'it-CH': "Italian (Switzerland)",
+    ka: "Georgian",
+    kk: "Kazakh",
+    km: "Khmer",
+    kn: "Kannada",
+    lb: "Luxembourgish",
+    lo: "Lao",
+    mg: "Malagasy",
+    mk: "Macedonian",
+    ml: "Malayalam",
+    mn: "Mongolian",
+    'mr-IN': "Marathi (India)",
+    ms: "Malay",
+    nb: "Norwegian Bokmål",
+    ne: "Nepali",
+    nn: "Norwegian Nynorsk",
+    oc: "Occitan",
+    or: "Odia",
+    pa: "Punjabi",
+    rm: "Romansh",
+    ro: "Romanian",
+    sc: "Sardinian",
+    sl: "Slovenian",
+    sq: "Albanian",
+    sr: "Serbian",
+    st: "Southern Sotho",
+    'sv-FI': "Swedish (Finland)",
+    'sv-SE': "Swedish (Sweden)",
+    sw: "Swahili",
+    ta: "Tamil",
+    te: "Telugu",
+    tl: "Tagalog",
+    tt: "Tatar",
+    ug: "Uyghur",
+    ur: "Urdu",
+    uz: "Uzbek",
+    wo: "Wolof"
+  }.freeze
+
+  EXCLUDED_LOCALES = [
+    # Test locales
+    "en-BORK",
+    "en-au-ocker",
+    # Duplicate locales
+    "fr-FR",
+    "de-DE",
+    "hi-IN",
+    "sv-SE",
+    "ca-CAT",
+    "en-US",
+    "fi-FI",
+    "en-IND"
+  ].freeze
+
+  COUNTRY_MAPPING = {
+    AF: "Afghanistan",
+    AL: "Albania",
+    DZ: "Algeria",
+    AD: "Andorra",
+    AO: "Angola",
+    AG: "Antigua and Barbuda",
+    AR: "Argentina",
+    AM: "Armenia",
+    AU: "Australia",
+    AT: "Austria",
+    AZ: "Azerbaijan",
+    BS: "Bahamas",
+    BH: "Bahrain",
+    BD: "Bangladesh",
+    BB: "Barbados",
+    BY: "Belarus",
+    BE: "Belgium",
+    BZ: "Belize",
+    BJ: "Benin",
+    BT: "Bhutan",
+    BO: "Bolivia",
+    BA: "Bosnia and Herzegovina",
+    BW: "Botswana",
+    BR: "Brazil",
+    BN: "Brunei",
+    BG: "Bulgaria",
+    BF: "Burkina Faso",
+    BI: "Burundi",
+    KH: "Cambodia",
+    CM: "Cameroon",
+    CA: "Canada",
+    CV: "Cape Verde",
+    CF: "Central African Republic",
+    TD: "Chad",
+    CL: "Chile",
+    CN: "China",
+    CO: "Colombia",
+    KM: "Comoros",
+    CG: "Congo",
+    CD: "Congo, Democratic Republic of the",
+    CR: "Costa Rica",
+    CI: "Côte d'Ivoire",
+    HR: "Croatia",
+    CU: "Cuba",
+    CY: "Cyprus",
+    CZ: "Czech Republic",
+    DK: "Denmark",
+    DJ: "Djibouti",
+    DM: "Dominica",
+    DO: "Dominican Republic",
+    EC: "Ecuador",
+    EG: "Egypt",
+    SV: "El Salvador",
+    GQ: "Equatorial Guinea",
+    ER: "Eritrea",
+    EE: "Estonia",
+    ET: "Ethiopia",
+    FJ: "Fiji",
+    FI: "Finland",
+    FR: "France",
+    GA: "Gabon",
+    GM: "Gambia",
+    GE: "Georgia",
+    DE: "Germany",
+    GH: "Ghana",
+    GR: "Greece",
+    GD: "Grenada",
+    GT: "Guatemala",
+    GN: "Guinea",
+    GW: "Guinea-Bissau",
+    GY: "Guyana",
+    HT: "Haiti",
+    HN: "Honduras",
+    HU: "Hungary",
+    IS: "Iceland",
+    IN: "India",
+    ID: "Indonesia",
+    IR: "Iran",
+    IQ: "Iraq",
+    IE: "Ireland",
+    IL: "Israel",
+    IT: "Italy",
+    JM: "Jamaica",
+    JP: "Japan",
+    JO: "Jordan",
+    KZ: "Kazakhstan",
+    KE: "Kenya",
+    KI: "Kiribati",
+    KP: "North Korea",
+    KR: "South Korea",
+    KW: "Kuwait",
+    KG: "Kyrgyzstan",
+    LA: "Laos",
+    LV: "Latvia",
+    LB: "Lebanon",
+    LS: "Lesotho",
+    LR: "Liberia",
+    LY: "Libya",
+    LI: "Liechtenstein",
+    LT: "Lithuania",
+    LU: "Luxembourg",
+    MK: "North Macedonia",
+    MG: "Madagascar",
+    MW: "Malawi",
+    MY: "Malaysia",
+    MV: "Maldives",
+    ML: "Mali",
+    MT: "Malta",
+    MH: "Marshall Islands",
+    MR: "Mauritania",
+    MU: "Mauritius",
+    MX: "Mexico",
+    FM: "Micronesia",
+    MD: "Moldova",
+    MC: "Monaco",
+    MN: "Mongolia",
+    ME: "Montenegro",
+    MA: "Morocco",
+    MZ: "Mozambique",
+    MM: "Myanmar",
+    NA: "Namibia",
+    NR: "Nauru",
+    NP: "Nepal",
+    NL: "Netherlands",
+    NZ: "New Zealand",
+    NI: "Nicaragua",
+    NE: "Niger",
+    NG: "Nigeria",
+    NO: "Norway",
+    OM: "Oman",
+    PK: "Pakistan",
+    PW: "Palau",
+    PA: "Panama",
+    PG: "Papua New Guinea",
+    PY: "Paraguay",
+    PE: "Peru",
+    PH: "Philippines",
+    PL: "Poland",
+    PT: "Portugal",
+    QA: "Qatar",
+    RO: "Romania",
+    RU: "Russia",
+    RW: "Rwanda",
+    KN: "Saint Kitts and Nevis",
+    LC: "Saint Lucia",
+    VC: "Saint Vincent and the Grenadines",
+    WS: "Samoa",
+    SM: "San Marino",
+    ST: "Sao Tome and Principe",
+    SA: "Saudi Arabia",
+    SN: "Senegal",
+    RS: "Serbia",
+    SC: "Seychelles",
+    SL: "Sierra Leone",
+    SG: "Singapore",
+    SK: "Slovakia",
+    SI: "Slovenia",
+    SB: "Solomon Islands",
+    SO: "Somalia",
+    ZA: "South Africa",
+    SS: "South Sudan",
+    ES: "Spain",
+    LK: "Sri Lanka",
+    SD: "Sudan",
+    SR: "Suriname",
+    SE: "Sweden",
+    CH: "Switzerland",
+    SY: "Syria",
+    TW: "Taiwan",
+    TJ: "Tajikistan",
+    TZ: "Tanzania",
+    TH: "Thailand",
+    TL: "Timor-Leste",
+    TG: "Togo",
+    TO: "Tonga",
+    TT: "Trinidad and Tobago",
+    TN: "Tunisia",
+    TR: "Turkey",
+    TM: "Turkmenistan",
+    TV: "Tuvalu",
+    UG: "Uganda",
+    UA: "Ukraine",
+    AE: "United Arab Emirates",
+    GB: "United Kingdom",
+    US: "United States",
+    UY: "Uruguay",
+    UZ: "Uzbekistan",
+    VU: "Vanuatu",
+    VA: "Vatican City",
+    VE: "Venezuela",
+    VN: "Vietnam",
+    YE: "Yemen",
+    ZM: "Zambia",
+    ZW: "Zimbabwe"
+  }.freeze
+
+  def country_options
+    COUNTRY_MAPPING.keys.map { |key| [ COUNTRY_MAPPING[key], key ] }
+  end
+
+  def language_options
+    I18n.available_locales
+      .reject { |locale| EXCLUDED_LOCALES.include?(locale.to_s) }
+      .map do |locale|
+        label = LANGUAGE_MAPPING[locale.to_sym] || locale.to_s.humanize
+        [ "#{label} (#{locale})", locale ]
+      end
+      .sort_by { |label, locale| label }
+  end
+end

app/helpers/securities_helper.rb

@@ -0,0 +1,2 @@
+module SecuritiesHelper
+end

app/helpers/settings_helper.rb

@@ -5,10 +5,10 @@ module SettingsHelper
     { name: I18n.t("settings.nav.self_hosting_label"), path: :settings_hosting_path, condition: :self_hosted? },
     { name: I18n.t("settings.nav.billing_label"), path: :settings_billing_path },
     { name: I18n.t("settings.nav.accounts_label"), path: :accounts_path },
+    { name: I18n.t("settings.nav.imports_label"), path: :imports_path },
     { name: I18n.t("settings.nav.tags_label"), path: :tags_path },
     { name: I18n.t("settings.nav.categories_label"), path: :categories_path },
     { name: I18n.t("settings.nav.merchants_label"), path: :merchants_path },
-    { name: I18n.t("settings.nav.imports_label"), path: :imports_path },
     { name: I18n.t("settings.nav.whats_new_label"), path: :changelog_path },
     { name: I18n.t("settings.nav.feedback_label"), path: :feedback_path }
   ]

app/helpers/styled_form_builder.rb

@@ -24,7 +24,7 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
   def select(method, choices, options = {}, html_options = {})
     merged_html_options = { class: "form-field__input" }.merge(html_options)
 
-    label = build_label(method, options)
+    label = build_label(method, options.merge(required: merged_html_options[:required]))
     field = super(method, choices, options, merged_html_options)
 
     build_styled_field(label, field, options, remove_padding_right: true)
@@ -33,7 +33,7 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
   def collection_select(method, collection, value_method, text_method, options = {}, html_options = {})
     merged_html_options = { class: "form-field__input" }.merge(html_options)
 
-    label = build_label(method, options)
+    label = build_label(method, options.merge(required: merged_html_options[:required]))
     field = super(method, collection, value_method, text_method, options, merged_html_options)
 
     build_styled_field(label, field, options, remove_padding_right: true)
@@ -49,7 +49,12 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
   end
 
   def submit(value = nil, options = {})
-    merged_options = { class: "btn btn--primary w-full" }.merge(options)
+    default_options = {
+      data: { turbo_submits_with: "Submitting..." },
+      class: "btn btn--primary w-full"
+    }
+
+    merged_options = default_options.merge(options)
     value, options = nil, value if value.is_a?(Hash)
     super(value, merged_options)
   end
@@ -68,7 +73,17 @@ class StyledFormBuilder < ActionView::Helpers::FormBuilder
 
     def build_label(method, options)
       return "".html_safe unless options[:label]
-      return label(method, class: "form-field__label") if options[:label] == true
-      label(method, options[:label], class: "form-field__label")
+
+      label_text = options[:label]
+
+      if options[:required]
+        label_text = @template.safe_join([
+          label_text == true ? method.to_s.humanize : label_text,
+          @template.tag.span("*", class: "text-red-500 ml-0.5")
+        ])
+      end
+
+      return label(method, class: "form-field__label") if label_text == true
+      label(method, label_text, class: "form-field__label")
     end
 end

app/javascript/application.js

@@ -1,3 +1,3 @@
 // Configure your import map in config/importmap.rb. Read more: https://github.com/rails/importmap-rails
-import "@hotwired/turbo-rails"
-import "controllers"
+import "@hotwired/turbo-rails";
+import "controllers";

app/javascript/controllers/account_collapse_controller.js

@@ -1,51 +1,51 @@
-import { Controller } from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus";
 
 // Connects to data-controller="account-collapse"
 export default class extends Controller {
-  static values = { type: String }
-  initialToggle = false
-  STORAGE_NAME = "accountCollapseStates"
+  static values = { type: String };
+  initialToggle = false;
+  STORAGE_NAME = "accountCollapseStates";
 
   connect() {
-    this.element.addEventListener("toggle", this.onToggle)
-    this.updateFromLocalStorage()
+    this.element.addEventListener("toggle", this.onToggle);
+    this.updateFromLocalStorage();
   }
 
   disconnect() {
-    this.element.removeEventListener("toggle", this.onToggle)
+    this.element.removeEventListener("toggle", this.onToggle);
   }
 
   onToggle = () => {
     if (this.initialToggle) {
-      this.initialToggle = false
-      return
+      this.initialToggle = false;
+      return;
     }
 
-    const items = this.getItemsFromLocalStorage()
+    const items = this.getItemsFromLocalStorage();
     if (items.has(this.typeValue)) {
-      items.delete(this.typeValue)
+      items.delete(this.typeValue);
     } else {
-      items.add(this.typeValue)
+      items.add(this.typeValue);
     }
-    localStorage.setItem(this.STORAGE_NAME, JSON.stringify([...items]))
-  }
+    localStorage.setItem(this.STORAGE_NAME, JSON.stringify([...items]));
+  };
 
   updateFromLocalStorage() {
-    const items = this.getItemsFromLocalStorage()
+    const items = this.getItemsFromLocalStorage();
 
     if (items.has(this.typeValue)) {
-      this.initialToggle = true
-      this.element.setAttribute("open", "")
+      this.initialToggle = true;
+      this.element.setAttribute("open", "");
     }
   }
 
   getItemsFromLocalStorage() {
     try {
-      const items = localStorage.getItem(this.STORAGE_NAME)
-      return new Set(items ? JSON.parse(items) : [])
+      const items = localStorage.getItem(this.STORAGE_NAME);
+      return new Set(items ? JSON.parse(items) : []);
     } catch (error) {
-      console.error("Error parsing items from localStorage:", error)
-      return new Set()
+      console.error("Error parsing items from localStorage:", error);
+      return new Set();
     }
   }
 }

app/javascript/controllers/application.js

@@ -1,10 +1,10 @@
-import { Application } from "@hotwired/stimulus"
+import { Application } from "@hotwired/stimulus";
 
-const application = Application.start()
+const application = Application.start();
 
 // Configure Stimulus development experience
-application.debug = false
-window.Stimulus   = application
+application.debug = false;
+window.Stimulus = application;
 
 Turbo.setConfirmMethod((message) => {
   const dialog = document.getElementById("turbo-confirm");
@@ -34,10 +34,14 @@ Turbo.setConfirmMethod((message) => {
   dialog.showModal();
 
   return new Promise((resolve) => {
-    dialog.addEventListener("close", () => {
-        resolve(dialog.returnValue == "confirm")
-    }, { once: true })
-  })
-})
+    dialog.addEventListener(
+      "close",
+      () => {
+        resolve(dialog.returnValue === "confirm");
+      },
+      { once: true },
+    );
+  });
+});
 
-export { application }
+export { application };

app/javascript/controllers/auto_submit_form_controller.js

@@ -24,10 +24,31 @@ export default class extends Controller {
     });
   }
 
-  handleInput = () => {
+  handleInput = (event) => {
+    const target = event.target
+
     clearTimeout(this.timeout);
     this.timeout = setTimeout(() => {
       this.element.requestSubmit();
-    }, 500);
+    }, this.#debounceTimeout(target));
   };
+
+  #debounceTimeout(element) {
+    if(element.dataset.autosubmitDebounceTimeout) {
+      return Number.parseInt(element.dataset.autosubmitDebounceTimeout);
+    }
+
+    const type = element.type || element.tagName;
+
+    switch (type.toLowerCase()) {
+      case 'input':
+      case 'textarea':
+        return 500;
+      case 'select-one':
+      case 'select-multiple':
+        return 0;
+      default:
+        return 500;
+    }
+  }
 }

app/javascript/controllers/bulk_select_controller.js

@@ -1,134 +1,158 @@
-import { Controller } from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus";
 
 // Connects to data-controller="bulk-select"
 export default class extends Controller {
-  static targets = ["row", "group", "selectionBar", "selectionBarText", "bulkEditDrawerTitle"]
+  static targets = [
+    "row",
+    "group",
+    "selectionBar",
+    "selectionBarText",
+    "bulkEditDrawerTitle",
+  ];
   static values = {
-    resource: String,
-    selectedIds: { type: Array, default: [] }
-  }
+    singularLabel: String,
+    pluralLabel: String,
+    selectedIds: { type: Array, default: [] },
+  };
 
   connect() {
-    document.addEventListener("turbo:load", this._updateView)
+    document.addEventListener("turbo:load", this._updateView);
 
-    this._updateView()
+    this._updateView();
   }
 
   disconnect() {
-    document.removeEventListener("turbo:load", this._updateView)
+    document.removeEventListener("turbo:load", this._updateView);
   }
 
   bulkEditDrawerTitleTargetConnected(element) {
-    element.innerText = `Edit ${this.selectedIdsValue.length} ${this.#pluralizedResourceName()}`
+    element.innerText = `Edit ${
+      this.selectedIdsValue.length
+    } ${this._pluralizedResourceName()}`;
   }
 
   submitBulkRequest(e) {
     const form = e.target.closest("form");
-    const scope = e.params.scope
-    this.#addHiddenFormInputsForSelectedIds(form, `${scope}[entry_ids][]`, this.selectedIdsValue)
-    form.requestSubmit()
+    const scope = e.params.scope;
+    this._addHiddenFormInputsForSelectedIds(
+      form,
+      `${scope}[entry_ids][]`,
+      this.selectedIdsValue,
+    );
+    form.requestSubmit();
   }
 
   togglePageSelection(e) {
     if (e.target.checked) {
-      this.#selectAll()
+      this._selectAll();
     } else {
-      this.deselectAll()
+      this.deselectAll();
     }
   }
 
   toggleGroupSelection(e) {
-    const group = this.groupTargets.find(group => group.contains(e.target))
+    const group = this.groupTargets.find((group) => group.contains(e.target));
 
-    this.#rowsForGroup(group).forEach(row => {
+    this._rowsForGroup(group).forEach((row) => {
       if (e.target.checked) {
-        this.#addToSelection(row.dataset.id)
+        this._addToSelection(row.dataset.id);
       } else {
-        this.#removeFromSelection(row.dataset.id)
+        this._removeFromSelection(row.dataset.id);
       }
-    })
+    });
   }
 
   toggleRowSelection(e) {
     if (e.target.checked) {
-      this.#addToSelection(e.target.dataset.id)
+      this._addToSelection(e.target.dataset.id);
     } else {
-      this.#removeFromSelection(e.target.dataset.id)
+      this._removeFromSelection(e.target.dataset.id);
     }
   }
 
   deselectAll() {
-    this.selectedIdsValue = []
-    this.element.querySelectorAll('input[type="checkbox"]').forEach(el => el.checked = false)
+    this.selectedIdsValue = [];
+    this.element.querySelectorAll('input[type="checkbox"]').forEach((el) => {
+      el.checked = false;
+    });
   }
 
   selectedIdsValueChanged() {
-    this._updateView()
+    this._updateView();
   }
 
-  #addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
-    this.#resetFormInputs(form, paramName);
+  _addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
+    this._resetFormInputs(form, paramName);
 
-    transactionIds.forEach(id => {
+    transactionIds.forEach((id) => {
       const input = document.createElement("input");
-      input.type = 'hidden'
-      input.name = paramName
-      input.value = id
-      form.appendChild(input)
-    })
+      input.type = "hidden";
+      input.name = paramName;
+      input.value = id;
+      form.appendChild(input);
+    });
   }
 
-  #resetFormInputs(form, paramName) {
+  _resetFormInputs(form, paramName) {
     const existingInputs = form.querySelectorAll(`input[name='${paramName}']`);
     existingInputs.forEach((input) => input.remove());
   }
 
-  #rowsForGroup(group) {
-    return this.rowTargets.filter(row => group.contains(row))
+  _rowsForGroup(group) {
+    return this.rowTargets.filter((row) => group.contains(row));
   }
 
-  #addToSelection(idToAdd) {
+  _addToSelection(idToAdd) {
     this.selectedIdsValue = Array.from(
-      new Set([...this.selectedIdsValue, idToAdd])
-    )
+      new Set([...this.selectedIdsValue, idToAdd]),
+    );
   }
 
-  #removeFromSelection(idToRemove) {
-    this.selectedIdsValue = this.selectedIdsValue.filter(id => id !== idToRemove)
+  _removeFromSelection(idToRemove) {
+    this.selectedIdsValue = this.selectedIdsValue.filter(
+      (id) => id !== idToRemove,
+    );
   }
 
-  #selectAll() {
-    this.selectedIdsValue = this.rowTargets.map(t => t.dataset.id)
+  _selectAll() {
+    this.selectedIdsValue = this.rowTargets.map((t) => t.dataset.id);
   }
 
   _updateView = () => {
-    this.#updateSelectionBar()
-    this.#updateGroups()
-    this.#updateRows()
+    this._updateSelectionBar();
+    this._updateGroups();
+    this._updateRows();
+  };
+
+  _updateSelectionBar() {
+    const count = this.selectedIdsValue.length;
+    this.selectionBarTextTarget.innerText = `${count} ${this._pluralizedResourceName()} selected`;
+    this.selectionBarTarget.classList.toggle("hidden", count === 0);
+    this.selectionBarTarget.querySelector("input[type='checkbox']").checked =
+      count > 0;
   }
 
-  #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() {
+    if (this.selectedIdsValue.length === 1) {
+      return this.singularLabelValue;
+    }
+
+    return this.pluralLabelValue;
   }
 
-  #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.length > 0 &&
+        rows.every((row) => this.selectedIdsValue.includes(row.dataset.id));
+      group.querySelector("input[type='checkbox']").checked = groupSelected;
+    });
   }
 
-  #updateGroups() {
-    this.groupTargets.forEach(group => {
-      const rows = this.rowTargets.filter(row => group.contains(row))
-      const groupSelected = rows.length > 0 && 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)
-    })
+  _updateRows() {
+    this.rowTargets.forEach((row) => {
+      row.checked = this.selectedIdsValue.includes(row.dataset.id);
+    });
   }
 }

app/javascript/controllers/clipboard_controller.js

@@ -1,28 +1,28 @@
-import { Controller } from "@hotwired/stimulus"
-
+import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
-  static targets = ["source", "iconDefault", "iconSuccess"]
+  static targets = ["source", "iconDefault", "iconSuccess"];
 
   copy(event) {
     event.preventDefault();
-    if (this.sourceTarget && this.sourceTarget.textContent) {
-      navigator.clipboard.writeText(this.sourceTarget.textContent)
+    if (this.sourceTarget?.textContent) {
+      navigator.clipboard
+        .writeText(this.sourceTarget.textContent)
         .then(() => {
           this.showSuccess();
         })
         .catch((error) => {
-          console.error('Failed to copy text: ', error);
+          console.error("Failed to copy text: ", error);
         });
     }
   }
 
   showSuccess() {
-    this.iconDefaultTarget.classList.add('hidden');
-    this.iconSuccessTarget.classList.remove('hidden');
+    this.iconDefaultTarget.classList.add("hidden");
+    this.iconSuccessTarget.classList.remove("hidden");
     setTimeout(() => {
-      this.iconDefaultTarget.classList.remove('hidden');
-      this.iconSuccessTarget.classList.add('hidden');
+      this.iconDefaultTarget.classList.remove("hidden");
+      this.iconSuccessTarget.classList.add("hidden");
     }, 3000);
   }
 }

app/javascript/controllers/color_avatar_controller.js

@@ -3,10 +3,7 @@ import { Controller } from "@hotwired/stimulus";
 // Connects to data-controller="color-avatar"
 // Used by the transaction merchant form to show a preview of what the avatar will look like
 export default class extends Controller {
-  static targets = [
-    "name",
-    "avatar"
-  ];
+  static targets = ["name", "avatar"];
 
   connect() {
     this.nameTarget.addEventListener("input", this.handleNameChange);
@@ -17,8 +14,10 @@ export default class extends Controller {
   }
 
   handleNameChange = (e) => {
-    this.avatarTarget.textContent = (e.currentTarget.value?.[0] || "?").toUpperCase();
-  }
+    this.avatarTarget.textContent = (
+      e.currentTarget.value?.[0] || "?"
+    ).toUpperCase();
+  };
 
   handleColorChange(e) {
     const color = e.currentTarget.value;
@@ -26,4 +25,4 @@ export default class extends Controller {
     this.avatarTarget.style.borderColor = `color-mix(in srgb, ${color} 10%, white)`;
     this.avatarTarget.style.color = color;
   }
-}
+}

app/javascript/controllers/color_select_controller.js

@@ -1,59 +1,65 @@
 import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
-  static targets = [ "input", "decoration" ]
-  static values = { selection: String }
+  static targets = ["input", "decoration"];
+  static values = { selection: String };
 
   connect() {
-    this.#renderOptions()
+    this.#renderOptions();
   }
 
   select({ target }) {
-    this.selectionValue = target.dataset.value
+    this.selectionValue = target.dataset.value;
   }
 
   selectionValueChanged() {
-    this.#options.forEach(option => {
+    this.#options.forEach((option) => {
       if (option.dataset.value === this.selectionValue) {
-        this.#check(option)
-        this.inputTarget.value = this.selectionValue
+        this.#check(option);
+        this.inputTarget.value = this.selectionValue;
       } else {
-        this.#uncheck(option)
+        this.#uncheck(option);
       }
-    })
+    });
   }
 
   #renderOptions() {
-    this.#options.forEach(option => option.style.backgroundColor = option.dataset.value)
+    this.#options.forEach((option) => {
+      option.style.backgroundColor = option.dataset.value;
+    });
   }
 
   #check(option) {
-    option.setAttribute("aria-checked", "true")
-    option.style.boxShadow = `0px 0px 0px 4px ${hexToRGBA(option.dataset.value, 0.2)}`
-    this.decorationTarget.style.backgroundColor = option.dataset.value
+    option.setAttribute("aria-checked", "true");
+    option.style.boxShadow = `0px 0px 0px 4px ${hexToRGBA(
+      option.dataset.value,
+      0.2,
+    )}`;
+    this.decorationTarget.style.backgroundColor = option.dataset.value;
   }
 
   #uncheck(option) {
-    option.setAttribute("aria-checked", "false")
-    option.style.boxShadow = "none"
+    option.setAttribute("aria-checked", "false");
+    option.style.boxShadow = "none";
   }
 
   get #options() {
-    return Array.from(this.element.querySelectorAll("[role='radio']"))
+    return Array.from(this.element.querySelectorAll("[role='radio']"));
   }
 }
 
 function hexToRGBA(hex, alpha = 1) {
-  hex = hex.replace(/^#/, '');
+  let hexCode = hex.replace(/^#/, "");
+  let calculatedAlpha = alpha;
 
-  if (hex.length === 8) {
-    alpha = parseInt(hex.slice(6, 8), 16) / 255;
-    hex = hex.slice(0, 6);
+  if (hexCode.length === 8) {
+    calculatedAlpha = Number.parseInt(hexCode.slice(6, 8), 16) / 255;
+    hexCode = hexCode.slice(0, 6);
   }
 
-  let r = parseInt(hex.slice(0, 2), 16);
-  let g = parseInt(hex.slice(2, 4), 16);
-  let b = parseInt(hex.slice(4, 6), 16);
+  const r = Number.parseInt(hexCode.slice(0, 2), 16);
+  const g = Number.parseInt(hexCode.slice(2, 4), 16);
+  const b = Number.parseInt(hexCode.slice(4, 6), 16);
 
-  return `rgba(${r}, ${g}, ${b}, ${alpha})`;
+  return `rgba(${r}, ${g}, ${b}, ${calculatedAlpha})`;
 }

app/javascript/controllers/deletion_controller.js

@@ -1,30 +1,30 @@
 import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
-  static targets = ["replacementField", "submitButton"]
-  static classes = [ "dangerousAction", "safeAction" ]
+  static targets = ["replacementField", "submitButton"];
+  static classes = ["dangerousAction", "safeAction"];
   static values = {
     submitTextWhenReplacing: String,
-    submitTextWhenNotReplacing: String
-  }
+    submitTextWhenNotReplacing: String,
+  };
 
   updateSubmitButton() {
     if (this.replacementFieldTarget.value) {
-      this.submitButtonTarget.value = this.submitTextWhenReplacingValue
-      this.#markSafe()
+      this.submitButtonTarget.value = this.submitTextWhenReplacingValue;
+      this.#markSafe();
     } else {
-      this.submitButtonTarget.value = this.submitTextWhenNotReplacingValue
-      this.#markDangerous()
+      this.submitButtonTarget.value = this.submitTextWhenNotReplacingValue;
+      this.#markDangerous();
     }
   }
 
   #markSafe() {
-    this.submitButtonTarget.classList.remove(...this.dangerousActionClasses)
-    this.submitButtonTarget.classList.add(...this.safeActionClasses)
+    this.submitButtonTarget.classList.remove(...this.dangerousActionClasses);
+    this.submitButtonTarget.classList.add(...this.safeActionClasses);
   }
 
   #markDangerous() {
-    this.submitButtonTarget.classList.remove(...this.safeActionClasses)
-    this.submitButtonTarget.classList.add(...this.dangerousActionClasses)
+    this.submitButtonTarget.classList.remove(...this.safeActionClasses);
+    this.submitButtonTarget.classList.add(...this.dangerousActionClasses);
   }
 }

app/javascript/controllers/element_removal_controller.js

@@ -1,9 +1,8 @@
-import { Controller } from '@hotwired/stimulus'
+import { Controller } from "@hotwired/stimulus";
 
 // Connects to data-controller="element-removal"
 export default class extends Controller {
   remove() {
-    this.element.remove()
+    this.element.remove();
   }
 }
-

app/javascript/controllers/hotkey_controller.js

@@ -1,5 +1,5 @@
-import { Controller } from "@hotwired/stimulus";
 import { install, uninstall } from "@github/hotkey";
+import { Controller } from "@hotwired/stimulus";
 
 // Connects to data-controller="hotkey"
 export default class extends Controller {

app/javascript/controllers/index.js

@@ -1,10 +1,10 @@
 // Import and register all your controllers from the importmap under controllers/*
 
-import { application } from "controllers/application"
+import { application } from "controllers/application";
 
 // Eager load all controllers defined in the import map under controllers/**/*_controller
-import { eagerLoadControllersFrom } from "@hotwired/stimulus-loading"
-eagerLoadControllersFrom("controllers", application)
+import { eagerLoadControllersFrom } from "@hotwired/stimulus-loading";
+eagerLoadControllersFrom("controllers", application);
 
 // Lazy load controllers as they appear in the DOM (remember not to preload controllers in import map!)
 // import { lazyLoadControllersFrom } from "@hotwired/stimulus-loading"

app/javascript/controllers/list_keyboard_navigation_controller.js

@@ -1,39 +1,40 @@
-import { Controller } from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus";
 
 // Connects to data-controller="list-keyboard-navigation"
 export default class extends Controller {
   focusPrevious() {
-    this.focusLinkTargetInDirection(-1)
+    this.focusLinkTargetInDirection(-1);
   }
 
   focusNext() {
-    this.focusLinkTargetInDirection(1)
+    this.focusLinkTargetInDirection(1);
   }
 
   focusLinkTargetInDirection(direction) {
-    const element = this.getLinkTargetInDirection(direction)
-    element?.focus()
+    const element = this.getLinkTargetInDirection(direction);
+    element?.focus();
   }
 
   getLinkTargetInDirection(direction) {
-    const indexOfLastFocus = this.indexOfLastFocus()
-    let nextIndex = (indexOfLastFocus + direction) % this.focusableLinks.length
-    if (nextIndex < 0) nextIndex = this.focusableLinks.length - 1
-      
-    return this.focusableLinks[nextIndex]
+    const indexOfLastFocus = this.indexOfLastFocus();
+    let nextIndex = (indexOfLastFocus + direction) % this.focusableLinks.length;
+    if (nextIndex < 0) nextIndex = this.focusableLinks.length - 1;
+
+    return this.focusableLinks[nextIndex];
   }
 
   indexOfLastFocus(targets = this.focusableLinks) {
-    const indexOfActiveElement = targets.indexOf(document.activeElement)
+    const indexOfActiveElement = targets.indexOf(document.activeElement);
 
     if (indexOfActiveElement !== -1) {
-      return indexOfActiveElement
-    } else {
-      return targets.findIndex(target => target.getAttribute("tabindex") === "0")
+      return indexOfActiveElement;
     }
+    return targets.findIndex(
+      (target) => target.getAttribute("tabindex") === "0",
+    );
   }
 
   get focusableLinks() {
-    return Array.from(this.element.querySelectorAll("a[href]"))
+    return Array.from(this.element.querySelectorAll("a[href]"));
   }
 }

app/javascript/controllers/menu_controller.js

@@ -1,5 +1,11 @@
+import {
+  autoUpdate,
+  computePosition,
+  flip,
+  offset,
+  shift,
+} from "@floating-ui/dom";
 import { Controller } from "@hotwired/stimulus";
-import { computePosition, flip, shift, offset, autoUpdate } from '@floating-ui/dom';
 
 /**
  * A "menu" can contain arbitrary content including non-clickable items, links, buttons, and forms.
@@ -70,8 +76,10 @@ export default class extends Controller {
   }
 
   focusFirstElement() {
-    const focusableElements = 'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])';
-    const firstFocusableElement = this.contentTarget.querySelectorAll(focusableElements)[0];
+    const focusableElements =
+      'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])';
+    const firstFocusableElement =
+      this.contentTarget.querySelectorAll(focusableElements)[0];
     if (firstFocusableElement) {
       firstFocusableElement.focus();
     }
@@ -79,7 +87,11 @@ export default class extends Controller {
 
   startAutoUpdate() {
     if (!this._cleanup) {
-      this._cleanup = autoUpdate(this.buttonTarget, this.contentTarget, this.boundUpdate);
+      this._cleanup = autoUpdate(
+        this.buttonTarget,
+        this.contentTarget,
+        this.boundUpdate,
+      );
     }
   }
 
@@ -93,14 +105,10 @@ export default class extends Controller {
   update() {
     computePosition(this.buttonTarget, this.contentTarget, {
       placement: this.placementValue,
-      middleware: [
-        offset(this.offsetValue),
-        flip(),
-        shift({ padding: 5 })
-      ],
+      middleware: [offset(this.offsetValue), flip(), shift({ padding: 5 })],
     }).then(({ x, y }) => {
       Object.assign(this.contentTarget.style, {
-        position: 'fixed',
+        position: "fixed",
         left: `${x}px`,
         top: `${y}px`,
       });

app/javascript/controllers/modal_controller.js

@@ -1,10 +1,10 @@
-import { Controller } from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus";
 
 // Connects to data-controller="modal"
 export default class extends Controller {
   connect() {
-    if (this.element.open) return
-    else this.element.showModal()
+    if (this.element.open) return;
+    this.element.showModal();
   }
 
   // Hide the dialog when the user clicks outside of it

app/javascript/controllers/money_field_controller.js

@@ -12,14 +12,16 @@ export default class extends Controller {
   }
 
   updateAmount(currency) {
-    (new CurrenciesService).get(currency).then((currency) => {
+    new CurrenciesService().get(currency).then((currency) => {
       this.amountTarget.step = currency.step;
 
-      if (isFinite(this.amountTarget.value)) {
-        this.amountTarget.value = parseFloat(this.amountTarget.value).toFixed(currency.default_precision)
+      if (Number.isFinite(this.amountTarget.value)) {
+        this.amountTarget.value = Number.parseFloat(
+          this.amountTarget.value,
+        ).toFixed(currency.default_precision);
       }
 
       this.symbolTarget.innerText = currency.symbol;
     });
   }
-}
+}

app/javascript/controllers/onboarding_controller.js

@@ -0,0 +1,29 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="onboarding"
+export default class extends Controller {
+  setLocale(event) {
+    this.refreshWithParam("locale", event.target.value);
+  }
+
+  setDateFormat(event) {
+    this.refreshWithParam("date_format", event.target.value);
+  }
+
+  setCurrency(event) {
+    this.refreshWithParam("currency", event.target.value);
+  }
+
+  refreshWithParam(key, value) {
+    const url = new URL(window.location);
+    url.searchParams.set(key, value);
+
+    // Preserve existing params by getting the current search string
+    // and appending our new param to it
+    const currentParams = new URLSearchParams(window.location.search);
+    currentParams.set(key, value);
+
+    // Refresh the page with all params
+    window.location.search = currentParams.toString();
+  }
+}

app/javascript/controllers/pie_chart_controller.js

@@ -104,27 +104,25 @@ export default class extends Controller {
   }
 
   get #d3Svg() {
-    if (this.#d3SvgMemo) {
-      return this.#d3SvgMemo;
-    } else {
-      return (this.#d3SvgMemo = this.#createMainSvg());
+    if (!this.#d3SvgMemo) {
+      this.#d3SvgMemo = this.#createMainSvg();
     }
+    return this.#d3SvgMemo;
   }
 
   get #d3Group() {
-    if (this.#d3GroupMemo) {
-      return this.#d3GroupMemo;
-    } else {
-      return (this.#d3GroupMemo = this.#createMainGroup());
+    if (!this.#d3GroupMemo) {
+      this.#d3GroupMemo = this.#createMainGroup();
     }
+
+    return this.#d3GroupMemo;
   }
 
   get #d3Content() {
-    if (this.#d3ContentMemo) {
-      return this.#d3ContentMemo;
-    } else {
-      return (this.#d3ContentMemo = this.#createContent());
+    if (!this.#d3ContentMemo) {
+      this.#d3ContentMemo = this.#createContent();
     }
+    return this.#d3ContentMemo;
   }
 
   #createMainSvg() {

app/javascript/controllers/profile_image_preview_controller.js

@@ -1,27 +1,35 @@
-import { Controller } from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
-  static targets = ["imagePreview", "fileField", "deleteField", "clearBtn", "template"]
+  static targets = [
+    "attachedImage",
+    "previewImage",
+    "placeholderImage",
+    "deleteProfileImage",
+    "input",
+    "clearBtn",
+  ];
 
-  preview(event) {
-    const file = event.target.files[0];
-    if (file) {
-      const reader = new FileReader();
-      reader.onload = (e) => {
-        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");
-      };
-      reader.readAsDataURL(file);
-    }
+  clearFileInput() {
+    this.inputTarget.value = null;
+    this.clearBtnTarget.classList.add("hidden");
+    this.placeholderImageTarget.classList.remove("hidden");
+    this.attachedImageTarget.classList.add("hidden");
+    this.previewImageTarget.classList.add("hidden");
+    this.deleteProfileImageTarget.value = "1";
   }
 
-  clear() {
-    this.deleteFieldTarget.value = true;
-    this.fileFieldTarget.value = null;
-    this.templateTarget.classList.remove("hidden");
-    this.imagePreviewTarget.innerHTML = this.templateTarget.innerHTML;
-    this.clearBtnTarget.classList.add("hidden");
-    this.element.submit();
+  showFileInputPreview(event) {
+    const file = event.target.files[0];
+    if (!file) return;
+
+    this.placeholderImageTarget.classList.add("hidden");
+    this.attachedImageTarget.classList.add("hidden");
+    this.previewImageTarget.classList.remove("hidden");
+    this.clearBtnTarget.classList.remove("hidden");
+    this.deleteProfileImageTarget.value = "0";
+
+    this.previewImageTarget.querySelector("img").src =
+      URL.createObjectURL(file);
   }
 }

app/javascript/controllers/tabs_controller.js

@@ -28,7 +28,7 @@ export default class extends Controller {
 
   updateClasses = (selectedId) => {
     this.btnTargets.forEach((btn) =>
-      btn.classList.remove(...this.activeClasses)
+      btn.classList.remove(...this.activeClasses),
     );
     this.tabTargets.forEach((tab) => tab.classList.add("hidden"));
 

app/javascript/controllers/time_series_chart_controller.js

@@ -1,6 +1,6 @@
-import { Controller } from "@hotwired/stimulus"
-import tailwindColors from "@maybe/tailwindcolors"
-import * as d3 from "d3"
+import { Controller } from "@hotwired/stimulus";
+import tailwindColors from "@maybe/tailwindcolors";
+import * as d3 from "d3";
 
 export default class extends Controller {
   static values = {
@@ -8,247 +8,259 @@ export default class extends Controller {
     strokeWidth: { type: Number, default: 2 },
     useLabels: { type: Boolean, default: true },
     useTooltip: { type: Boolean, default: true },
-    usePercentSign: Boolean
-  }
+    usePercentSign: Boolean,
+  };
 
-  #d3SvgMemo = null;
-  #d3GroupMemo = null;
-  #d3Tooltip = null;
-  #d3InitialContainerWidth = 0;
-  #d3InitialContainerHeight = 0;
-  #normalDataPoints = [];
+  _d3SvgMemo = null;
+  _d3GroupMemo = null;
+  _d3Tooltip = null;
+  _d3InitialContainerWidth = 0;
+  _d3InitialContainerHeight = 0;
+  _normalDataPoints = [];
 
   connect() {
-    this.#install()
-    document.addEventListener("turbo:load", this.#reinstall)
+    this._install();
+    document.addEventListener("turbo:load", this._reinstall);
   }
 
   disconnect() {
-    this.#teardown()
-    document.removeEventListener("turbo:load", this.#reinstall)
+    this._teardown();
+    document.removeEventListener("turbo:load", this._reinstall);
   }
 
+  _reinstall = () => {
+    this._teardown();
+    this._install();
+  };
 
-  #reinstall = () => {
-    this.#teardown()
-    this.#install()
+  _teardown() {
+    this._d3SvgMemo = null;
+    this._d3GroupMemo = null;
+    this._d3Tooltip = null;
+    this._normalDataPoints = [];
+
+    this._d3Container.selectAll("*").remove();
   }
 
-  #teardown() {
-    this.#d3SvgMemo = null
-    this.#d3GroupMemo = null
-    this.#d3Tooltip = null
-    this.#normalDataPoints = []
-
-    this.#d3Container.selectAll("*").remove()
+  _install() {
+    this._normalizeDataPoints();
+    this._rememberInitialContainerSize();
+    this._draw();
   }
 
-  #install() {
-    this.#normalizeDataPoints()
-    this.#rememberInitialContainerSize()
-    this.#draw()
-  }
-
-
-  #normalizeDataPoints() {
-    this.#normalDataPoints = (this.dataValue.values || []).map((d) => ({
+  _normalizeDataPoints() {
+    this._normalDataPoints = (this.dataValue.values || []).map((d) => ({
       ...d,
-      date: new Date(d.date),
+      date: this._parseDate(d.date),
       value: d.value.amount ? +d.value.amount : +d.value,
-      currency: d.value.currency
-    }))
+      currency: d.value.currency,
+    }));
   }
 
-
-  #rememberInitialContainerSize() {
-    this.#d3InitialContainerWidth = this.#d3Container.node().clientWidth
-    this.#d3InitialContainerHeight = this.#d3Container.node().clientHeight
+  _parseDate(dateString) {
+    const [year, month, day] = dateString.split("-").map(Number);
+    return new Date(year, month - 1, day);
   }
 
+  _rememberInitialContainerSize() {
+    this._d3InitialContainerWidth = this._d3Container.node().clientWidth;
+    this._d3InitialContainerHeight = this._d3Container.node().clientHeight;
+  }
 
-  #draw() {
-    if (this.#normalDataPoints.length < 2) {
-      this.#drawEmpty()
+  _draw() {
+    if (this._normalDataPoints.length < 2) {
+      this._drawEmpty();
     } else {
-      this.#drawChart()
+      this._drawChart();
     }
   }
 
+  _drawEmpty() {
+    this._d3Svg.selectAll(".tick").remove();
+    this._d3Svg.selectAll(".domain").remove();
 
-  #drawEmpty() {
-    this.#d3Svg.selectAll(".tick").remove()
-    this.#d3Svg.selectAll(".domain").remove()
-
-    this.#drawDashedLineEmptyState()
-    this.#drawCenteredCircleEmptyState()
+    this._drawDashedLineEmptyState();
+    this._drawCenteredCircleEmptyState();
   }
 
-  #drawDashedLineEmptyState() {
-    this.#d3Svg
+  _drawDashedLineEmptyState() {
+    this._d3Svg
       .append("line")
-      .attr("x1", this.#d3InitialContainerWidth / 2)
+      .attr("x1", this._d3InitialContainerWidth / 2)
       .attr("y1", 0)
-      .attr("x2", this.#d3InitialContainerWidth / 2)
-      .attr("y2", this.#d3InitialContainerHeight)
+      .attr("x2", this._d3InitialContainerWidth / 2)
+      .attr("y2", this._d3InitialContainerHeight)
       .attr("stroke", tailwindColors.gray[300])
-      .attr("stroke-dasharray", "4, 4")
+      .attr("stroke-dasharray", "4, 4");
   }
 
-  #drawCenteredCircleEmptyState() {
-    this.#d3Svg
+  _drawCenteredCircleEmptyState() {
+    this._d3Svg
       .append("circle")
-      .attr("cx", this.#d3InitialContainerWidth / 2)
-      .attr("cy", this.#d3InitialContainerHeight / 2)
+      .attr("cx", this._d3InitialContainerWidth / 2)
+      .attr("cy", this._d3InitialContainerHeight / 2)
       .attr("r", 4)
-      .style("fill", tailwindColors.gray[400])
+      .style("fill", tailwindColors.gray[400]);
   }
 
-
-  #drawChart() {
-    this.#drawTrendline()
+  _drawChart() {
+    this._drawTrendline();
 
     if (this.useLabelsValue) {
-      this.#drawXAxisLabels()
-      this.#drawGradientBelowTrendline()
+      this._drawXAxisLabels();
+      this._drawGradientBelowTrendline();
     }
 
     if (this.useTooltipValue) {
-      this.#drawTooltip()
-      this.#trackMouseForShowingTooltip()
+      this._drawTooltip();
+      this._trackMouseForShowingTooltip();
     }
   }
 
-  #drawTrendline() {
-    this.#installTrendlineSplit()
+  _drawTrendline() {
+    this._installTrendlineSplit();
 
-    this.#d3Group
+    this._d3Group
       .append("path")
-      .datum(this.#normalDataPoints)
+      .datum(this._normalDataPoints)
       .attr("fill", "none")
       .attr("stroke", `url(#${this.element.id}-split-gradient)`)
-      .attr("d", this.#d3Line)
+      .attr("d", this._d3Line)
       .attr("stroke-linejoin", "round")
       .attr("stroke-linecap", "round")
-      .attr("stroke-width", this.strokeWidthValue)
+      .attr("stroke-width", this.strokeWidthValue);
   }
 
-  #installTrendlineSplit() {
-    const gradient = this.#d3Svg
+  _installTrendlineSplit() {
+    const gradient = this._d3Svg
       .append("defs")
       .append("linearGradient")
       .attr("id", `${this.element.id}-split-gradient`)
       .attr("gradientUnits", "userSpaceOnUse")
-      .attr("x1", this.#d3XScale.range()[0])
-      .attr("x2", this.#d3XScale.range()[1])
+      .attr("x1", this._d3XScale.range()[0])
+      .attr("x2", this._d3XScale.range()[1]);
 
-    gradient.append("stop")
+    gradient
+      .append("stop")
       .attr("class", "start-color")
       .attr("offset", "0%")
-      .attr("stop-color", this.#trendColor)
+      .attr("stop-color", this._trendColor);
 
-    gradient.append("stop")
+    gradient
+      .append("stop")
       .attr("class", "middle-color")
       .attr("offset", "100%")
-      .attr("stop-color", this.#trendColor)
+      .attr("stop-color", this._trendColor);
 
-    gradient.append("stop")
+    gradient
+      .append("stop")
       .attr("class", "end-color")
       .attr("offset", "100%")
-      .attr("stop-color", tailwindColors.gray[300])
+      .attr("stop-color", tailwindColors.gray[300]);
   }
 
-  #setTrendlineSplitAt(percent) {
-    this.#d3Svg
+  _setTrendlineSplitAt(percent) {
+    this._d3Svg
       .select(`#${this.element.id}-split-gradient`)
       .select(".middle-color")
-      .attr("offset", `${percent * 100}%`)
+      .attr("offset", `${percent * 100}%`);
 
-    this.#d3Svg
+    this._d3Svg
       .select(`#${this.element.id}-split-gradient`)
       .select(".end-color")
-      .attr("offset", `${percent * 100}%`)
+      .attr("offset", `${percent * 100}%`);
 
-    this.#d3Svg
+    this._d3Svg
       .select(`#${this.element.id}-trendline-gradient-rect`)
-      .attr("width", this.#d3ContainerWidth * percent)
+      .attr("width", this._d3ContainerWidth * percent);
   }
 
-  #drawXAxisLabels() {
+  _drawXAxisLabels() {
     // Add ticks
-    this.#d3Group
+    this._d3Group
       .append("g")
-      .attr("transform", `translate(0,${this.#d3ContainerHeight})`)
+      .attr("transform", `translate(0,${this._d3ContainerHeight})`)
       .call(
         d3
-          .axisBottom(this.#d3XScale)
-          .tickValues([this.#normalDataPoints[0].date, this.#normalDataPoints[this.#normalDataPoints.length - 1].date])
+          .axisBottom(this._d3XScale)
+          .tickValues([
+            this._normalDataPoints[0].date,
+            this._normalDataPoints[this._normalDataPoints.length - 1].date,
+          ])
           .tickSize(0)
-          .tickFormat(d3.timeFormat("%d %b %Y"))
+          .tickFormat(d3.timeFormat("%d %b %Y")),
       )
       .select(".domain")
-      .remove()
+      .remove();
 
     // Style ticks
-    this.#d3Group.selectAll(".tick text")
+    this._d3Group
+      .selectAll(".tick text")
       .style("fill", tailwindColors.gray[500])
       .style("font-size", "12px")
       .style("font-weight", "500")
       .attr("text-anchor", "middle")
       .attr("dx", (_d, i) => {
         // We know we only have 2 values
-        return i === 0 ? "5em" : "-5em"
+        return i === 0 ? "5em" : "-5em";
       })
-      .attr("dy", "0em")
+      .attr("dy", "0em");
   }
 
-  #drawGradientBelowTrendline() {
+  _drawGradientBelowTrendline() {
     // Define gradient
-    const gradient = this.#d3Group
+    const gradient = this._d3Group
       .append("defs")
       .append("linearGradient")
       .attr("id", `${this.element.id}-trendline-gradient`)
       .attr("gradientUnits", "userSpaceOnUse")
       .attr("x1", 0)
       .attr("x2", 0)
-      .attr("y1", this.#d3YScale(d3.max(this.#normalDataPoints, d => d.value)))
-      .attr("y2", this.#d3ContainerHeight)
+      .attr(
+        "y1",
+        this._d3YScale(d3.max(this._normalDataPoints, (d) => d.value)),
+      )
+      .attr("y2", this._d3ContainerHeight);
 
     gradient
       .append("stop")
       .attr("offset", 0)
-      .attr("stop-color", this.#trendColor)
-      .attr("stop-opacity", 0.06)
+      .attr("stop-color", this._trendColor)
+      .attr("stop-opacity", 0.06);
 
     gradient
       .append("stop")
       .attr("offset", 0.5)
-      .attr("stop-color", this.#trendColor)
-      .attr("stop-opacity", 0)
+      .attr("stop-color", this._trendColor)
+      .attr("stop-opacity", 0);
 
     // Clip path makes gradient start at the trendline
-    this.#d3Group
+    this._d3Group
       .append("clipPath")
       .attr("id", `${this.element.id}-clip-below-trendline`)
       .append("path")
-      .datum(this.#normalDataPoints)
-      .attr("d", d3.area()
-        .x(d => this.#d3XScale(d.date))
-        .y0(this.#d3ContainerHeight)
-        .y1(d => this.#d3YScale(d.value))
-      )
+      .datum(this._normalDataPoints)
+      .attr(
+        "d",
+        d3
+          .area()
+          .x((d) => this._d3XScale(d.date))
+          .y0(this._d3ContainerHeight)
+          .y1((d) => this._d3YScale(d.value)),
+      );
 
     // Apply the gradient + clip path
-    this.#d3Group
+    this._d3Group
       .append("rect")
       .attr("id", `${this.element.id}-trendline-gradient-rect`)
-      .attr("width", this.#d3ContainerWidth)
-      .attr("height", this.#d3ContainerHeight)
+      .attr("width", this._d3ContainerWidth)
+      .attr("height", this._d3ContainerHeight)
       .attr("clip-path", `url(#${this.element.id}-clip-below-trendline)`)
-      .style("fill", `url(#${this.element.id}-trendline-gradient)`)
+      .style("fill", `url(#${this.element.id}-trendline-gradient)`);
   }
 
-  #drawTooltip() {
-    this.#d3Tooltip = d3
+  _drawTooltip() {
+    this._d3Tooltip = d3
       .select(`#${this.element.id}`)
       .append("div")
       .style("position", "absolute")
@@ -258,93 +270,102 @@ export default class extends Controller {
       .style("border", `1px solid ${tailwindColors["alpha-black"][100]}`)
       .style("border-radius", "10px")
       .style("pointer-events", "none")
-      .style("opacity", 0) // Starts as hidden
+      .style("opacity", 0); // Starts as hidden
   }
 
-  #trackMouseForShowingTooltip() {
-    const bisectDate = d3.bisector(d => d.date).left
+  _trackMouseForShowingTooltip() {
+    const bisectDate = d3.bisector((d) => d.date).left;
 
-    this.#d3Group
+    this._d3Group
       .append("rect")
-      .attr("width", this.#d3ContainerWidth)
-      .attr("height", this.#d3ContainerHeight)
+      .attr("width", this._d3ContainerWidth)
+      .attr("height", this._d3ContainerHeight)
       .attr("fill", "none")
       .attr("pointer-events", "all")
       .on("mousemove", (event) => {
-        const estimatedTooltipWidth = 250
-        const pageWidth = document.body.clientWidth
-        const tooltipX = event.pageX + 10
-        const overflowX = tooltipX + estimatedTooltipWidth - pageWidth
-        const adjustedX = overflowX > 0 ? event.pageX - overflowX - 20 : tooltipX
+        const estimatedTooltipWidth = 250;
+        const pageWidth = document.body.clientWidth;
+        const tooltipX = event.pageX + 10;
+        const overflowX = tooltipX + estimatedTooltipWidth - pageWidth;
+        const adjustedX =
+          overflowX > 0 ? event.pageX - overflowX - 20 : tooltipX;
 
-        const [xPos] = d3.pointer(event)
-        const x0 = bisectDate(this.#normalDataPoints, this.#d3XScale.invert(xPos), 1)
-        const d0 = this.#normalDataPoints[x0 - 1]
-        const d1 = this.#normalDataPoints[x0]
-        const d = xPos - this.#d3XScale(d0.date) > this.#d3XScale(d1.date) - xPos ? d1 : d0
-        const xPercent = this.#d3XScale(d.date) / this.#d3ContainerWidth
+        const [xPos] = d3.pointer(event);
+        const x0 = bisectDate(
+          this._normalDataPoints,
+          this._d3XScale.invert(xPos),
+          1,
+        );
+        const d0 = this._normalDataPoints[x0 - 1];
+        const d1 = this._normalDataPoints[x0];
+        const d =
+          xPos - this._d3XScale(d0.date) > this._d3XScale(d1.date) - xPos
+            ? d1
+            : d0;
+        const xPercent = this._d3XScale(d.date) / this._d3ContainerWidth;
 
-        this.#setTrendlineSplitAt(xPercent)
+        this._setTrendlineSplitAt(xPercent);
 
         // Reset
-        this.#d3Group.selectAll(".data-point-circle").remove()
-        this.#d3Group.selectAll(".guideline").remove()
+        this._d3Group.selectAll(".data-point-circle").remove();
+        this._d3Group.selectAll(".guideline").remove();
 
         // Guideline
-        this.#d3Group
+        this._d3Group
           .append("line")
           .attr("class", "guideline")
-          .attr("x1", this.#d3XScale(d.date))
+          .attr("x1", this._d3XScale(d.date))
           .attr("y1", 0)
-          .attr("x2", this.#d3XScale(d.date))
-          .attr("y2", this.#d3ContainerHeight)
+          .attr("x2", this._d3XScale(d.date))
+          .attr("y2", this._d3ContainerHeight)
           .attr("stroke", tailwindColors.gray[300])
-          .attr("stroke-dasharray", "4, 4")
+          .attr("stroke-dasharray", "4, 4");
 
         // Big circle
-        this.#d3Group
+        this._d3Group
           .append("circle")
           .attr("class", "data-point-circle")
-          .attr("cx", this.#d3XScale(d.date))
-          .attr("cy", this.#d3YScale(d.value))
+          .attr("cx", this._d3XScale(d.date))
+          .attr("cy", this._d3YScale(d.value))
           .attr("r", 8)
-          .attr("fill", this.#trendColor)
+          .attr("fill", this._trendColor)
           .attr("fill-opacity", "0.1")
-          .attr("pointer-events", "none")
+          .attr("pointer-events", "none");
 
         // Small circle
-        this.#d3Group
+        this._d3Group
           .append("circle")
           .attr("class", "data-point-circle")
-          .attr("cx", this.#d3XScale(d.date))
-          .attr("cy", this.#d3YScale(d.value))
+          .attr("cx", this._d3XScale(d.date))
+          .attr("cy", this._d3YScale(d.value))
           .attr("r", 3)
-          .attr("fill", this.#trendColor)
-          .attr("pointer-events", "none")
+          .attr("fill", this._trendColor)
+          .attr("pointer-events", "none");
 
         // Render tooltip
-        this.#d3Tooltip
-          .html(this.#tooltipTemplate(d))
+        this._d3Tooltip
+          .html(this._tooltipTemplate(d))
           .style("opacity", 1)
           .style("z-index", 999)
-          .style("left", adjustedX + "px")
-          .style("top", event.pageY - 10 + "px")
+          .style("left", `${adjustedX}px`)
+          .style("top", `${event.pageY - 10}px`);
       })
       .on("mouseout", (event) => {
-        const hoveringOnGuideline = event.toElement?.classList.contains("guideline")
+        const hoveringOnGuideline =
+          event.toElement?.classList.contains("guideline");
 
         if (!hoveringOnGuideline) {
-          this.#d3Group.selectAll(".guideline").remove()
-          this.#d3Group.selectAll(".data-point-circle").remove()
-          this.#d3Tooltip.style("opacity", 0)
+          this._d3Group.selectAll(".guideline").remove();
+          this._d3Group.selectAll(".data-point-circle").remove();
+          this._d3Tooltip.style("opacity", 0);
 
-          this.#setTrendlineSplitAt(1)
+          this._setTrendlineSplitAt(1);
         }
-      })
+      });
   }
 
-  #tooltipTemplate(datum) {
-    return (`
+  _tooltipTemplate(datum) {
+    return `
       <div style="margin-bottom: 4px; color: ${tailwindColors.gray[500]};">
         ${d3.timeFormat("%b %d, %Y")(datum.date)}
       </div>
@@ -356,164 +377,172 @@ export default class extends Controller {
               cx="5"
               cy="5"
               r="4"
-              stroke="${this.#tooltipTrendColor(datum)}"
+              stroke="${this._tooltipTrendColor(datum)}"
               fill="transparent"
               stroke-width="1"></circle>
           </svg>
 
-          ${this.#tooltipValue(datum)}${this.usePercentSignValue ? "%" : ""}
+          ${this._tooltipValue(datum)}${this.usePercentSignValue ? "%" : ""}
         </div>
 
-        ${this.usePercentSignValue || datum.trend.value === 0 || datum.trend.value.amount === 0 ? `
+        ${
+          this.usePercentSignValue ||
+          datum.trend.value === 0 ||
+          datum.trend.value.amount === 0
+            ? `
           <span style="width: 80px;"></span>
-        ` : `
-          <span style="color: ${this.#tooltipTrendColor(datum)};">
-            ${this.#tooltipChange(datum)} (${datum.trend.percent}%)
+        `
+            : `
+          <span style="color: ${this._tooltipTrendColor(datum)};">
+            ${this._tooltipChange(datum)} (${datum.trend.percent}%)
           </span>
-        `}
+        `
+        }
       </div>
-    `)
+    `;
   }
 
-  #tooltipTrendColor(datum) {
+  _tooltipTrendColor(datum) {
     return {
       up: tailwindColors.success,
       down: tailwindColors.error,
       flat: tailwindColors.gray[500],
-    }[datum.trend.direction]
+    }[datum.trend.direction];
   }
 
-  #tooltipValue(datum) {
+  _tooltipValue(datum) {
     if (datum.currency) {
-      return this.#currencyValue(datum)
-    } else {
-      return datum.value
+      return this._currencyValue(datum);
     }
+    return datum.value;
   }
 
-  #tooltipChange(datum) {
+  _tooltipChange(datum) {
     if (datum.currency) {
-      return this.#currencyChange(datum)
-    } else {
-      return this.#decimalChange(datum)
+      return this._currencyChange(datum);
     }
+    return this._decimalChange(datum);
   }
 
-  #currencyValue(datum) {
+  _currencyValue(datum) {
     return Intl.NumberFormat(undefined, {
       style: "currency",
       currency: datum.currency,
-    }).format(datum.value)
+    }).format(datum.value);
   }
 
-  #currencyChange(datum) {
+  _currencyChange(datum) {
     return Intl.NumberFormat(undefined, {
       style: "currency",
       currency: datum.currency,
       signDisplay: "always",
-    }).format(datum.trend.value.amount)
+    }).format(datum.trend.value.amount);
   }
 
-  #decimalChange(datum) {
+  _decimalChange(datum) {
     return Intl.NumberFormat(undefined, {
       style: "decimal",
       signDisplay: "always",
-    }).format(datum.trend.value)
+    }).format(datum.trend.value);
   }
 
-
-  #createMainSvg() {
-    return this.#d3Container
+  _createMainSvg() {
+    return this._d3Container
       .append("svg")
-      .attr("width", this.#d3InitialContainerWidth)
-      .attr("height", this.#d3InitialContainerHeight)
-      .attr("viewBox", [0, 0, this.#d3InitialContainerWidth, this.#d3InitialContainerHeight])
+      .attr("width", this._d3InitialContainerWidth)
+      .attr("height", this._d3InitialContainerHeight)
+      .attr("viewBox", [
+        0,
+        0,
+        this._d3InitialContainerWidth,
+        this._d3InitialContainerHeight,
+      ]);
   }
 
-  #createMainGroup() {
-    return this.#d3Svg
+  _createMainGroup() {
+    return this._d3Svg
       .append("g")
-      .attr("transform", `translate(${this.#margin.left},${this.#margin.top})`)
+      .attr("transform", `translate(${this._margin.left},${this._margin.top})`);
   }
 
-
-  get #d3Svg() {
-    if (this.#d3SvgMemo) {
-      return this.#d3SvgMemo
-    } else {
-      return this.#d3SvgMemo = this.#createMainSvg()
+  get _d3Svg() {
+    if (!this._d3SvgMemo) {
+      this._d3SvgMemo = this._createMainSvg();
     }
+    return this._d3SvgMemo;
   }
 
-  get #d3Group() {
-    if (this.#d3GroupMemo) {
-      return this.#d3GroupMemo
-    } else {
-      return this.#d3GroupMemo = this.#createMainGroup()
+  get _d3Group() {
+    if (!this._d3GroupMemo) {
+      this._d3GroupMemo = this._createMainGroup();
     }
+    return this._d3GroupMemo;
   }
 
-  get #margin() {
+  get _margin() {
     if (this.useLabelsValue) {
-      return { top: 20, right: 0, bottom: 30, left: 0 }
-    } else {
-      return { top: 0, right: 0, bottom: 0, left: 0 }
+      return { top: 20, right: 0, bottom: 30, left: 0 };
     }
+    return { top: 0, right: 0, bottom: 0, left: 0 };
   }
 
-  get #d3ContainerWidth() {
-    return this.#d3InitialContainerWidth - this.#margin.left - this.#margin.right
+  get _d3ContainerWidth() {
+    return (
+      this._d3InitialContainerWidth - this._margin.left - this._margin.right
+    );
   }
 
-  get #d3ContainerHeight() {
-    return this.#d3InitialContainerHeight - this.#margin.top - this.#margin.bottom
+  get _d3ContainerHeight() {
+    return (
+      this._d3InitialContainerHeight - this._margin.top - this._margin.bottom
+    );
   }
 
-  get #d3Container() {
-    return d3.select(this.element)
+  get _d3Container() {
+    return d3.select(this.element);
   }
 
-  get #trendColor() {
-    if (this.#trendDirection === "flat") {
-      return tailwindColors.gray[500]
-    } else if (this.#trendDirection === this.#favorableDirection) {
-      return tailwindColors.green[500]
-    } else {
-      return tailwindColors.error
+  get _trendColor() {
+    if (this._trendDirection === "flat") {
+      return tailwindColors.gray[500];
     }
+    if (this._trendDirection === this._favorableDirection) {
+      return tailwindColors.green[500];
+    }
+    return tailwindColors.error;
   }
 
-  get #trendDirection() {
-    return this.dataValue.trend.direction
+  get _trendDirection() {
+    return this.dataValue.trend.direction;
   }
 
-  get #favorableDirection() {
-    return this.dataValue.trend.favorable_direction
+  get _favorableDirection() {
+    return this.dataValue.trend.favorable_direction;
   }
 
-  get #d3Line() {
+  get _d3Line() {
     return d3
       .line()
-      .x(d => this.#d3XScale(d.date))
-      .y(d => this.#d3YScale(d.value))
+      .x((d) => this._d3XScale(d.date))
+      .y((d) => this._d3YScale(d.value));
   }
 
-  get #d3XScale() {
+  get _d3XScale() {
     return d3
       .scaleTime()
-      .rangeRound([0, this.#d3ContainerWidth])
-      .domain(d3.extent(this.#normalDataPoints, d => d.date))
+      .rangeRound([0, this._d3ContainerWidth])
+      .domain(d3.extent(this._normalDataPoints, (d) => d.date));
   }
 
-  get #d3YScale() {
-    const reductionPercent = this.useLabelsValue ? 0.15 : 0.05
-    const dataMin = d3.min(this.#normalDataPoints, d => d.value)
-    const dataMax = d3.max(this.#normalDataPoints, d => d.value)
-    const padding = (dataMax - dataMin) * reductionPercent
+  get _d3YScale() {
+    const reductionPercent = this.useLabelsValue ? 0.3 : 0.05;
+    const dataMin = d3.min(this._normalDataPoints, (d) => d.value);
+    const dataMax = d3.max(this._normalDataPoints, (d) => d.value);
+    const padding = (dataMax - dataMin) * reductionPercent;
 
     return d3
       .scaleLinear()
-      .rangeRound([this.#d3ContainerHeight, 0])
-      .domain([dataMin - padding, dataMax + padding])
+      .rangeRound([this._d3ContainerHeight, 0])
+      .domain([dataMin - padding, dataMax + padding]);
   }
 }

app/javascript/controllers/tooltip_controller.js

@@ -1,11 +1,11 @@
-import { Controller } from '@hotwired/stimulus'
 import {
+  autoUpdate,
   computePosition,
   flip,
-  shift,
   offset,
-  autoUpdate
-} from '@floating-ui/dom';
+  shift,
+} from "@floating-ui/dom";
+import { Controller } from "@hotwired/stimulus";
 
 export default class extends Controller {
   static targets = ["tooltip"];
@@ -39,20 +39,20 @@ export default class extends Controller {
   }
 
   show = () => {
-    this.tooltipTarget.style.display = 'block';
+    this.tooltipTarget.style.display = "block";
     this.update(); // Ensure immediate update when shown
-  }
+  };
 
   hide = () => {
-    this.tooltipTarget.style.display = 'none';
-  }
+    this.tooltipTarget.style.display = "none";
+  };
 
   startAutoUpdate() {
     if (!this._cleanup) {
       this._cleanup = autoUpdate(
         this.element,
         this.tooltipTarget,
-        this.boundUpdate
+        this.boundUpdate,
       );
     }
   }
@@ -69,9 +69,13 @@ export default class extends Controller {
     computePosition(this.element, this.tooltipTarget, {
       placement: this.placementValue,
       middleware: [
-        offset({ mainAxis: this.offsetValue, crossAxis: this.crossAxisValue, alignmentAxis: this.alignmentAxisValue }),
+        offset({
+          mainAxis: this.offsetValue,
+          crossAxis: this.crossAxisValue,
+          alignmentAxis: this.alignmentAxisValue,
+        }),
         flip(),
-        shift({ padding: 5 })
+        shift({ padding: 5 }),
       ],
     }).then(({ x, y, placement, middlewareData }) => {
       Object.assign(this.tooltipTarget.style, {
@@ -80,4 +84,4 @@ export default class extends Controller {
       });
     });
   }
-}
+}

app/javascript/controllers/trade_form_controller.js

@@ -1,55 +1,62 @@
-import {Controller} from "@hotwired/stimulus"
+import { Controller } from "@hotwired/stimulus";
 
 const TRADE_TYPES = {
   BUY: "buy",
   SELL: "sell",
   TRANSFER_IN: "transfer_in",
   TRANSFER_OUT: "transfer_out",
-  INTEREST: "interest"
-}
+  INTEREST: "interest",
+};
 
 const FIELD_VISIBILITY = {
-  [TRADE_TYPES.BUY]: {ticker: true, qty: true, price: true},
-  [TRADE_TYPES.SELL]: {ticker: true, qty: true, price: true},
-  [TRADE_TYPES.TRANSFER_IN]: {amount: true, transferAccount: true},
-  [TRADE_TYPES.TRANSFER_OUT]: {amount: true, transferAccount: true},
-  [TRADE_TYPES.INTEREST]: {amount: true}
-}
+  [TRADE_TYPES.BUY]: { ticker: true, qty: true, price: true },
+  [TRADE_TYPES.SELL]: { ticker: true, qty: true, price: true },
+  [TRADE_TYPES.TRANSFER_IN]: { amount: true, transferAccount: true },
+  [TRADE_TYPES.TRANSFER_OUT]: { amount: true, transferAccount: true },
+  [TRADE_TYPES.INTEREST]: { amount: true },
+};
 
 // Connects to data-controller="trade-form"
 export default class extends Controller {
-  static targets = ["typeInput", "tickerInput", "amountInput", "transferAccountInput", "qtyInput", "priceInput"]
+  static targets = [
+    "typeInput",
+    "tickerInput",
+    "amountInput",
+    "transferAccountInput",
+    "qtyInput",
+    "priceInput",
+  ];
 
   connect() {
-    this.handleTypeChange = this.handleTypeChange.bind(this)
-    this.typeInputTarget.addEventListener("change", this.handleTypeChange)
-    this.updateFields(this.typeInputTarget.value || TRADE_TYPES.BUY)
+    this.handleTypeChange = this.handleTypeChange.bind(this);
+    this.typeInputTarget.addEventListener("change", this.handleTypeChange);
+    this.updateFields(this.typeInputTarget.value || TRADE_TYPES.BUY);
   }
 
   disconnect() {
-    this.typeInputTarget.removeEventListener("change", this.handleTypeChange)
+    this.typeInputTarget.removeEventListener("change", this.handleTypeChange);
   }
 
   handleTypeChange(event) {
-    this.updateFields(event.target.value)
+    this.updateFields(event.target.value);
   }
 
   updateFields(type) {
-    const visibleFields = FIELD_VISIBILITY[type] || {}
+    const visibleFields = FIELD_VISIBILITY[type] || {};
 
     Object.entries(this.fieldTargets).forEach(([field, target]) => {
-      const isVisible = visibleFields[field] || false
+      const isVisible = visibleFields[field] || false;
 
       // Update visibility
-      target.hidden = !isVisible
+      target.hidden = !isVisible;
 
       // Update required status based on visibility
       if (isVisible) {
-        target.setAttribute('required', '')
+        target.setAttribute("required", "");
       } else {
-        target.removeAttribute('required')
+        target.removeAttribute("required");
       }
-    })
+    });
   }
 
   get fieldTargets() {
@@ -58,7 +65,7 @@ export default class extends Controller {
       amount: this.amountInputTarget,
       transferAccount: this.transferAccountInputTarget,
       qty: this.qtyInputTarget,
-      price: this.priceInputTarget
-    }
+      price: this.priceInputTarget,
+    };
   }
-}
+}

app/jobs/fetch_security_info_job.rb

@@ -0,0 +1,18 @@
+class FetchSecurityInfoJob < ApplicationJob
+  queue_as :default
+
+  def perform(security_id)
+    return unless Security.security_info_provider.present?
+
+    security = Security.find(security_id)
+
+    security_info_response = Security.security_info_provider.fetch_security_info(
+      ticker: security.ticker,
+      mic_code: security.exchange_mic
+    )
+
+    security.update(
+      name: security_info_response.info.dig("name")
+    )
+  end
+end

app/mailers/application_mailer.rb

@@ -1,4 +1,4 @@
 class ApplicationMailer < ActionMailer::Base
-  default from: ENV["EMAIL_SENDER"] if ENV["EMAIL_SENDER"].present?
+  default from: email_address_with_name(ENV.fetch("EMAIL_SENDER", "sender@maybe.local"), "Maybe Finance")
   layout "mailer"
 end

app/mailers/invitation_mailer.rb

@@ -0,0 +1,11 @@
+class InvitationMailer < ApplicationMailer
+  def invite_email(invitation)
+    @invitation = invitation
+    @accept_url = accept_invitation_url(@invitation.token)
+
+    mail(
+      to: @invitation.email,
+      subject: t(".subject", inviter: @invitation.inviter.display_name)
+    )
+  end
+end