Add streaming chat

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Fix transaction filters when transfers are present (#1986 )
2025-03-12 14:06:42 -04:00 · 2025-03-12 12:39:16 -04:00 · 2025-03-11 15:38:45 -04:00 · 2025-03-11 13:00:34 -05:00 · 2025-03-11 12:37:57 -04:00 · 2025-03-11 10:10:28 -04:00
217 changed files with 3313 additions and 1422 deletions
--- a/.github/ISSUE_TEMPLATE/bug_report.md
+++ b/.github/ISSUE_TEMPLATE/bug_report.md
@@ -1,31 +1,61 @@
 ---
 name: Bug report
-about: Create a report to help us improve
+about: Open a bug report when you experience broken functionality within the latest
+  version of the Maybe app
 title: 'Bug: [Add descriptive title here]'
 labels: ''
 assignees: ''

 ---

-**Where did this bug occur? (required)**
+## Before you start (required)

- [ ] I am a self-hosted user reporting a bug from my self hosted app
- [ ] I am a user of Maybe's paid app
+### General checklist

-_Please note, if you are reporting a bug with sensitive data, please open an Intercom chat from within the app for help_
+- [ ] I have removed personal / sensitive data from screenshots and logs
+- [ ] I have searched [existing issues](https://github.com/maybe-finance/maybe/issues?q=is:issue) and [discussions](https://github.com/maybe-finance/maybe/discussions) to ensure this is not a duplicate issue
+    
+### How are you using Maybe?
+
+- [ ] I am a paying Maybe customer (hosted version)
+  - Paying Maybe users can also open requests in Intercom (if there is sensitive info involved)
+- [ ] I am a self-hosted user
+
+### Self hoster checklist
+
+_Paying, hosted users should delete this entire section._
+
+If you are a self-hosted user, please complete all of the information below.  Issues with incomplete information will be marked as `Needs Info` to help our small team prioritize bug fixes.
+
+- Self hosted app commit SHA (find in user menu): [enter commit sha here]
+  - [ ] I have confirmed that my app's commit is the latest version of Maybe
+- Where are you hosting?
+  - [ ] Render
+  - [ ] Docker Compose
+  - [ ] Umbrel
+  - [ ] Other (please specify)
+
+---
+
+## Bug description

-**Describe the bug**
 A clear and concise description of what the bug is.

-**To Reproduce**
+### To Reproduce
+
+Be as specific as possible so Maybe maintainers can quickly reproduce the bug you're experiencing.
+
 Steps to reproduce the behavior:
+
 1. Go to '...'
 2. Click on '....'
 3. Scroll down to '....'
 4. See error

-**Expected behavior**
-A clear and concise description of what you expected to happen.
+### Expected behavior

-**Screenshots / Recordings**
-If applicable, add screenshots or short video recordings to help show the bug in more detail.
+What is the intended behavior that you would expect?
+
+### Screenshots and/or recordings
+
+We highly recommend providing additional context with screenshots and/or screen recordings.  This will _significantly_ improve the chances of the bug being addressed and fixed quickly.
--- a/.github/ISSUE_TEMPLATE/other.md
+++ b/.github/ISSUE_TEMPLATE/other.md
@@ -7,15 +7,36 @@ assignees: ''

 ---

-**PLEASE READ before opening an issue:**
+## Before you start (required)

- Is this a feature request?  Please [open a feature request discussion](https://github.com/maybe-finance/maybe/discussions/new?category=feature-requests).
- Do you need help or have a question?  Please [open a discussion](https://github.com/maybe-finance/maybe/discussions/new/choose) or [join our Discord](https://link.maybe.co/discord) and post to the "help" channel.
+### Is this a bug?

----------------------
+A bug is _broken functionality_ of the app (i.e. it prevents you from using the app).  For bugs, please use the ["Bug Report" template](https://github.com/maybe-finance/maybe/issues) instead.

-**Is this issue related to a problem?  Please describe.**
+### Is this a bug with _sensitive info_?

-**Describe the work that needs to be done to address this issue**
+If you are a _paying_ Maybe user, you can open a support request in Intercom.

-**Additional context**
+### Is this a feature request?
+
+A feature request is functionality that you would like that is not already on our [Roadmap](https://github.com/maybe-finance/maybe/wiki/Roadmap).
+
+All feature requests should be opened as Discussions here:
+
+https://github.com/maybe-finance/maybe/discussions/categories/feature-requests
+
+Be sure to search existing discussions prior to opening a new feature request.
+
+### Is this related to Docker and/or hosting for self hosting?
+
+If you are having a Docker configuration issue, please do not open a Github issue unless you've identified a bug in our Dockerfile.  To get help with self hosting, there are several options:
+
+- **First**: Read our [self hosting guides](https://github.com/maybe-finance/maybe/tree/main/docs/hosting) and follow them step-by-step
+- Open a [General Discussion](https://github.com/maybe-finance/maybe/discussions/categories/general)
+- Make a post in the "Self hosted" channel in our [Discord](https://link.maybe.co/discord)
+
+---
+
+## Issue description
+
+If your issue does not fall into the categories above, please provide a **descriptive and complete** overview of your issue.
--- a/.github/workflows/publish.yml
+++ b/.github/workflows/publish.yml
@@ -1,6 +1,13 @@
 name: Publish Docker image

 on:
+  workflow_dispatch:
+    inputs:
+      ref:
+        description: 'Git ref (tag or commit SHA) to build'
+        required: true
+        type: string 
+        default: 'main'
  push:
    tags:
      - 'v*'
@@ -33,6 +40,8 @@ jobs:
    steps:
      - name: Check out the repo
        uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.inputs.ref || github.ref }}

      - name: Set up QEMU
        uses: docker/setup-qemu-action@v3
@@ -73,3 +82,4 @@ jobs:
          provenance: false
          # https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
          outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app
+          build-args: BUILD_COMMIT_SHA=${{ github.sha }}
--- a/10
+++ b/10
@@ -9,19 +9,21 @@ WORKDIR /rails

 # Install base packages
 RUN apt-get update -qq && \
-    apt-get install --no-install-recommends -y curl libvips postgresql-client git
+    apt-get install --no-install-recommends -y curl libvips postgresql-client

 # Set production environment
+ARG BUILD_COMMIT_SHA
 ENV RAILS_ENV="production" \
    BUNDLE_DEPLOYMENT="1" \
    BUNDLE_PATH="/usr/local/bundle" \
-    BUNDLE_WITHOUT="development"
-
+    BUNDLE_WITHOUT="development" \
+    BUILD_COMMIT_SHA=${BUILD_COMMIT_SHA}
+    
 # Throw-away build stage to reduce size of final image
 FROM base AS build

 # Install packages needed to build gems
-RUN apt-get install --no-install-recommends -y build-essential libpq-dev pkg-config
+RUN apt-get install --no-install-recommends -y build-essential libpq-dev git pkg-config

 # Install application gems
 COPY .ruby-version Gemfile Gemfile.lock ./
--- a/3
+++ b/3
@@ -29,7 +29,7 @@ gem "hotwire_combobox", github: "josefarias/hotwire_combobox", ref: "b827048a830
 gem "good_job"

 # Error logging
-gem "stackprof"
+gem "vernier"
 gem "rack-mini-profiler"
 gem "sentry-ruby"
 gem "sentry-rails"
@@ -57,6 +57,7 @@ gem "intercom-rails"
 gem "plaid"
 gem "rotp", "~> 6.3"
 gem "rqrcode", "~> 2.2"
+gem "ruby-openai"

 group :development, :test do
  gem "debug", platforms: %i[mri windows]
--- a/Gemfile.lock
+++ b/Gemfile.lock
@@ -167,6 +167,7 @@ GEM
    erubi (1.13.1)
    et-orbi (1.2.11)
      tzinfo
+    event_stream_parser (1.0.0)
    faker (3.5.1)
      i18n (>= 1.8.11, < 2)
    faraday (2.12.2)
@@ -192,7 +193,7 @@ GEM
      raabro (~> 1.4)
    globalid (1.2.1)
      activesupport (>= 6.1)
-    good_job (4.9.0)
+    good_job (4.9.3)
      activejob (>= 6.1.0)
      activerecord (>= 6.1.0)
      concurrent-ruby (>= 1.3.1)
@@ -208,7 +209,7 @@ GEM
      railties (>= 7.0.0)
    i18n (1.14.7)
      concurrent-ruby (~> 1.0)
-    i18n-tasks (1.0.14)
+    i18n-tasks (1.0.15)
      activesupport (>= 4.0.2)
      ast (>= 2.1.0)
      erubi
@@ -217,6 +218,7 @@ GEM
      parser (>= 3.2.2.1)
      rails-i18n
      rainbow (>= 2.2.2, < 4.0)
+      ruby-progressbar (~> 1.8, >= 1.8.1)
      terminal-table (>= 1.5.1)
    image_processing (1.14.0)
      mini_magick (>= 4.9.5, < 6)
@@ -247,6 +249,7 @@ GEM
      logger (~> 1.6)
    letter_opener (1.10.0)
      launchy (>= 2.2, < 4)
+    lint_roller (1.1.0)
    listen (3.9.0)
      rb-fsevent (~> 0.10, >= 0.10.3)
      rb-inotify (~> 0.9, >= 0.9.10)
@@ -293,28 +296,28 @@ GEM
    net-smtp (0.5.0)
      net-protocol
    nio4r (2.7.4)
-    nokogiri (1.18.2-aarch64-linux-gnu)
+    nokogiri (1.18.3-aarch64-linux-gnu)
      racc (~> 1.4)
-    nokogiri (1.18.2-aarch64-linux-musl)
+    nokogiri (1.18.3-aarch64-linux-musl)
      racc (~> 1.4)
-    nokogiri (1.18.2-arm-linux-gnu)
+    nokogiri (1.18.3-arm-linux-gnu)
      racc (~> 1.4)
-    nokogiri (1.18.2-arm-linux-musl)
+    nokogiri (1.18.3-arm-linux-musl)
      racc (~> 1.4)
-    nokogiri (1.18.2-arm64-darwin)
+    nokogiri (1.18.3-arm64-darwin)
      racc (~> 1.4)
-    nokogiri (1.18.2-x86_64-darwin)
+    nokogiri (1.18.3-x86_64-darwin)
      racc (~> 1.4)
-    nokogiri (1.18.2-x86_64-linux-gnu)
+    nokogiri (1.18.3-x86_64-linux-gnu)
      racc (~> 1.4)
-    nokogiri (1.18.2-x86_64-linux-musl)
+    nokogiri (1.18.3-x86_64-linux-musl)
      racc (~> 1.4)
    octokit (9.2.0)
      faraday (>= 1, < 3)
      sawyer (~> 0.9)
    pagy (9.3.3)
    parallel (1.26.3)
-    parser (3.3.7.0)
+    parser (3.3.7.1)
      ast (~> 2.4.1)
      racc
    pg (1.5.9)
@@ -341,7 +344,7 @@ GEM
      nio4r (~> 2.0)
    raabro (1.4.0)
    racc (1.8.1)
-    rack (3.1.10)
+    rack (3.1.11)
    rack-mini-profiler (3.3.1)
      rack (>= 1.2.0)
    rack-session (2.1.0)
@@ -395,7 +398,7 @@ GEM
      logger
    rdoc (6.12.0)
      psych (>= 4.0.0)
-    redcarpet (3.6.0)
+    redcarpet (3.6.1)
    regexp_parser (2.10.0)
    reline (0.6.0)
      io-console (~> 0.5)
@@ -405,34 +408,33 @@ GEM
      chunky_png (~> 1.0)
      rqrcode_core (~> 1.0)
    rqrcode_core (1.2.0)
-    rubocop (1.71.0)
+    rubocop (1.73.2)
      json (~> 2.3)
-      language_server-protocol (>= 3.17.0)
+      language_server-protocol (~> 3.17.0.2)
+      lint_roller (~> 1.1.0)
      parallel (~> 1.10)
      parser (>= 3.3.0.2)
      rainbow (>= 2.2.2, < 4.0)
      regexp_parser (>= 2.9.3, < 3.0)
-      rubocop-ast (>= 1.36.2, < 2.0)
+      rubocop-ast (>= 1.38.0, < 2.0)
      ruby-progressbar (~> 1.7)
      unicode-display_width (>= 2.4.0, < 4.0)
-    rubocop-ast (1.38.0)
+    rubocop-ast (1.38.1)
      parser (>= 3.3.1.0)
-    rubocop-minitest (0.36.0)
-      rubocop (>= 1.61, < 2.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-performance (1.23.1)
-      rubocop (>= 1.48.1, < 2.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-rails (2.29.1)
+    rubocop-performance (1.24.0)
+      lint_roller (~> 1.1)
+      rubocop (>= 1.72.1, < 2.0)
+      rubocop-ast (>= 1.38.0, < 2.0)
+    rubocop-rails (2.30.3)
      activesupport (>= 4.2.0)
+      lint_roller (~> 1.1)
      rack (>= 1.1)
-      rubocop (>= 1.52.0, < 2.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-rails-omakase (1.0.0)
-      rubocop
-      rubocop-minitest
-      rubocop-performance
-      rubocop-rails
+      rubocop (>= 1.72.1, < 2.0)
+      rubocop-ast (>= 1.38.0, < 2.0)
+    rubocop-rails-omakase (1.1.0)
+      rubocop (>= 1.72)
+      rubocop-performance (>= 1.24)
+      rubocop-rails (>= 2.30)
    ruby-lsp (0.23.9)
      language_server-protocol (~> 3.17.0)
      prism (>= 1.2, < 2.0)
@@ -440,6 +442,10 @@ GEM
      sorbet-runtime (>= 0.5.10782)
    ruby-lsp-rails (0.4.0)
      ruby-lsp (>= 0.23.0, < 0.24.0)
+    ruby-openai (7.4.0)
+      event_stream_parser (>= 0.3.0, < 2.0.0)
+      faraday (>= 1)
+      faraday-multipart (>= 1)
    ruby-progressbar (1.13.0)
    ruby-vips (2.2.3)
      ffi (~> 1.12)
@@ -470,11 +476,10 @@ GEM
    simplecov_json_formatter (0.1.4)
    smart_properties (1.17.0)
    sorbet-runtime (0.5.11813)
-    stackprof (0.2.27)
    stimulus-rails (1.3.4)
      railties (>= 6.0.0)
-    stringio (3.1.3)
-    stripe (13.4.1)
+    stringio (3.1.5)
+    stripe (13.5.0)
    tailwindcss-rails (4.0.0)
      railties (>= 7.0.0)
      tailwindcss-ruby (~> 4.0)
@@ -489,9 +494,9 @@ GEM
      unicode-display_width (>= 1.1.1, < 4)
    thor (1.3.2)
    timeout (0.4.3)
-    turbo-rails (2.0.11)
-      actionpack (>= 6.0.0)
-      railties (>= 6.0.0)
+    turbo-rails (2.0.13)
+      actionpack (>= 7.1.0)
+      railties (>= 7.1.0)
    tzinfo (2.0.6)
      concurrent-ruby (~> 1.0)
    unicode-display_width (3.1.4)
@@ -501,12 +506,13 @@ GEM
    useragent (0.16.11)
    vcr (6.3.1)
      base64
+    vernier (1.5.0)
    web-console (4.2.1)
      actionview (>= 6.0.0)
      activemodel (>= 6.0.0)
      bindex (>= 0.4.0)
      railties (>= 6.0.0)
-    webmock (3.25.0)
+    webmock (3.25.1)
      addressable (>= 2.8.0)
      crack (>= 0.3.2)
      hashdiff (>= 0.4.0, < 2.0.0)
@@ -517,7 +523,7 @@ GEM
    websocket-extensions (0.1.5)
    xpath (3.2.0)
      nokogiri (~> 1.8)
-    zeitwerk (2.7.1)
+    zeitwerk (2.7.2)

 PLATFORMS
  aarch64-linux
@@ -575,17 +581,18 @@ DEPENDENCIES
  rqrcode (~> 2.2)
  rubocop-rails-omakase
  ruby-lsp-rails
+  ruby-openai
  selenium-webdriver
  sentry-rails
  sentry-ruby
  simplecov
-  stackprof
  stimulus-rails
  stripe
  tailwindcss-rails
  turbo-rails
  tzinfo-data
  vcr
+  vernier
  web-console
  webmock

--- a/app/assets/stylesheets/simonweb_pickr.css
+++ b/app/assets/stylesheets/simonweb_pickr.css
--- a/app/assets/tailwind/application.css
+++ b/app/assets/tailwind/application.css
@@ -8,6 +8,35 @@
@plugin "@tailwindcss/typography";
@plugin "@tailwindcss/forms";

+@import "../stylesheets/simonweb_pickr.css";
+
+@layer components {
+  .pcr-app{
+    position: static !important;
+    background: none !important;
+    box-shadow: none !important;
+    padding: 0 !important;
+    width: 100% !important;
+  }
+  .pcr-color-palette{
+      height: 12em !important;
+      width: 21.5rem !important;
+  }
+  .pcr-palette{
+      border-radius: 10px !important;
+  }
+  .pcr-palette:before{
+      border-radius: 10px !important;
+  }
+  .pcr-color-chooser{
+      height: 1.5em !important;
+  }
+  .pcr-picker{
+      height: 20px !important;
+      width: 20px !important;
+  }
+}
+
 .combobox {
  .hw-combobox__main__wrapper,
  .hw-combobox__input {
--- a/app/assets/tailwind/maybe-design-system.css
+++ b/app/assets/tailwind/maybe-design-system.css
@@ -331,29 +331,13 @@
  details>summary {
    @apply list-none;
  }
-  
-  select[multiple="multiple"] {
-    @apply py-2 pr-2 space-y-0.5 overflow-y-auto;
-  }
-  
-  select[multiple="multiple"] option {
-    @apply py-2 rounded-md;
-  }
-  
-  select[multiple="multiple"] option:checked {
-    @apply after:content-['\2713'] bg-white after:text-gray-500 after:ml-2;
-  }
-  
-  select[multiple="multiple"] option:active,
-  select[multiple="multiple"] option:focus {
-    @apply bg-white;
-  }
 }

@layer components {
  /* Buttons */
  .btn {
    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer disabled:cursor-not-allowed focus:outline-gray-500;
+    @apply transition-all duration-300;
  }

  .btn--primary {
@@ -380,6 +364,25 @@
  .form-field {
    @apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-white border-alpha-black-100 shadow-xs w-full;
    @apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
+    @apply transition-all duration-300;
+    
+    /* Add styles for multiple select within form fields */
+    select[multiple] {
+      @apply py-2 pr-2 space-y-0.5 overflow-y-auto;
+      
+      option {
+        @apply py-2 rounded-md;
+      }
+      
+      option:checked {
+        @apply after:content-['\2713'] bg-white after:text-gray-500 after:ml-2;
+      }
+      
+      option:active,
+      option:focus {
+        @apply bg-white;
+      }
+    }
  }
  
  .form-field__label {
@@ -392,6 +395,7 @@
    @apply placeholder-shown:opacity-50;
    @apply disabled:text-gray-400;
    @apply text-ellipsis overflow-hidden whitespace-nowrap;
+    @apply transition-opacity duration-300;
  
    &select {
      @apply pr-8;
@@ -410,6 +414,7 @@
  .checkbox {
    &[type='checkbox'] {
      @apply rounded-sm;
+      @apply transition-colors duration-300;
    }
  }

@@ -440,8 +445,10 @@
  /* Switches */
  .switch {
    @apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
-    @apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
+    @apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full;
+    @apply after:transition-transform after:duration-300 after:ease-in-out;
    @apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
+    @apply transition-colors duration-300;
  }

  /* Tooltips */
--- a/app/controllers/account/holdings_controller.rb
+++ b/app/controllers/account/holdings_controller.rb
@@ -9,9 +9,12 @@ class Account::HoldingsController < ApplicationController
  end

  def destroy
-    @holding.destroy_holding_and_entries!
-
-    flash[:notice] = t(".success")
+    if @holding.account.plaid_account_id.present?
+      flash[:alert] = "You cannot delete this holding"
+    else
+      @holding.destroy_holding_and_entries!
+      flash[:notice] = t(".success")
+    end

    respond_to do |format|
      format.html { redirect_back_or_to account_path(@holding.account) }
--- a/app/controllers/account/trades_controller.rb
+++ b/app/controllers/account/trades_controller.rb
@@ -10,7 +10,7 @@ class Account::TradesController < ApplicationController

    def create_entry_params
      params.require(:account_entry).permit(
-        :account_id, :date, :amount, :currency, :qty, :price, :ticker, :type, :transfer_account_id
+        :account_id, :date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
      ).tap do |params|
        account_id = params.delete(:account_id)
        params[:account] = Current.family.accounts.find(account_id)
--- a/app/controllers/account/transfer_matches_controller.rb
+++ b/app/controllers/account/transfer_matches_controller.rb
@@ -3,7 +3,7 @@ class Account::TransferMatchesController < ApplicationController

  def new
    @accounts = Current.family.accounts.alphabetically.where.not(id: @entry.account_id)
-    @transfer_match_candidates = @entry.transfer_match_candidates
+    @transfer_match_candidates = @entry.account_transaction.transfer_match_candidates
  end

  def create
--- a/app/controllers/accounts_controller.rb
+++ b/app/controllers/accounts_controller.rb
@@ -1,5 +1,6 @@
 class AccountsController < ApplicationController
  before_action :set_account, only: %i[sync chart sparkline]
+  include Periodable

  def index
    @manual_accounts = family.accounts.manual.alphabetically
@@ -17,6 +18,7 @@ class AccountsController < ApplicationController
  end

  def chart
+    @chart_view = params[:chart_view] || "balance"
    render layout: "application"
  end

--- a/app/controllers/application_controller.rb
+++ b/app/controllers/application_controller.rb
@@ -1,5 +1,5 @@
 class ApplicationController < ActionController::Base
-  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable
+  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable, Breadcrumbable
  include Pagy::Backend

  helper_method :require_upgrade?, :subscription_pending?
--- a/app/controllers/budgets_controller.rb
+++ b/app/controllers/budgets_controller.rb
@@ -25,6 +25,7 @@ class BudgetsController < ApplicationController
  end

  private
+
    def budget_create_params
      params.require(:budget).permit(:start_date)
    end
--- a/app/controllers/chats_controller.rb
+++ b/app/controllers/chats_controller.rb
@@ -0,0 +1,17 @@
+class ChatsController < ApplicationController
+  def index
+    Current.user.update!(current_chat: nil)
+    @chats = Current.user.chats.ordered
+  end
+
+  def create
+    @chat = Current.user.chats.create_with_defaults!
+
+    redirect_to chat_path(@chat)
+  end
+
+  def show
+    @chat = Current.user.chats.find(params[:id])
+    Current.user.update!(current_chat: @chat)
+  end
+end
--- a/app/controllers/concerns/accountable_resource.rb
+++ b/app/controllers/concerns/accountable_resource.rb
@@ -2,7 +2,7 @@ module AccountableResource
  extend ActiveSupport::Concern

  included do
-    include ScrollFocusable
+    include ScrollFocusable, Periodable

    before_action :set_account, only: [ :show, :edit, :update, :destroy ]
    before_action :set_link_token, only: :new
@@ -23,6 +23,7 @@ module AccountableResource
  end

  def show
+    @chart_view = params[:chart_view] || "balance"
    @q = params.fetch(:q, {}).permit(:search)
    entries = @account.entries.search(@q).reverse_chronological

--- a/app/controllers/concerns/authentication.rb
+++ b/app/controllers/concerns/authentication.rb
@@ -4,11 +4,13 @@ module Authentication
  included do
    before_action :set_request_details
    before_action :authenticate_user!
+    before_action :set_sentry_user
  end

  class_methods do
    def skip_authentication(**options)
      skip_before_action :authenticate_user!, **options
+      skip_before_action :set_sentry_user, **options
    end
  end

@@ -26,7 +28,13 @@ module Authentication
    end

    def find_session_by_cookie
-      Session.find_by(id: cookies.signed[:session_token])
+      cookie_value = cookies.signed[:session_token]
+
+      if cookie_value.present?
+        Session.find_by(id: cookie_value)
+      else
+        nil
+      end
    end

    def create_session_for(user)
@@ -43,4 +51,17 @@ module Authentication
      Current.user_agent = request.user_agent
      Current.ip_address = request.ip
    end
+
+    def set_sentry_user
+      return unless defined?(Sentry) && ENV["SENTRY_DSN"].present?
+
+      if Current.user
+        Sentry.set_user(
+          id: Current.user.id,
+          email: Current.user.email,
+          username: Current.user.display_name,
+          ip_address: Current.ip_address
+        )
+      end
+    end
 end
--- a/app/controllers/concerns/auto_sync.rb
+++ b/app/controllers/concerns/auto_sync.rb
@@ -13,6 +13,7 @@ module AutoSync

    def family_needs_auto_sync?
      return false unless Current.family.present?
+      return false unless Current.family.accounts.active.any?

      (Current.family.last_synced_at&.to_date || 1.day.ago) < Date.current
    end
--- a/app/controllers/concerns/breadcrumbable.rb
+++ b/app/controllers/concerns/breadcrumbable.rb
@@ -0,0 +1,13 @@
+module Breadcrumbable
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :set_breadcrumbs
+  end
+
+  private
+    # The default, unless specific controller or action explicitly overrides
+    def set_breadcrumbs
+      @breadcrumbs = [ [ "Home", root_path ], [ controller_name.titleize, nil ] ]
+    end
+end
--- a/app/controllers/concerns/periodable.rb
+++ b/app/controllers/concerns/periodable.rb
@@ -0,0 +1,14 @@
+module Periodable
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :set_period
+  end
+
+  private
+    def set_period
+      @period = Period.from_key(params[:period] || Current.user&.default_period)
+    rescue Period::InvalidKeyError
+      @period = Period.last_30_days
+    end
+end
--- a/app/controllers/import/configurations_controller.rb
+++ b/app/controllers/import/configurations_controller.rb
@@ -35,6 +35,7 @@ class Import::ConfigurationsController < ApplicationController
        :notes_col_label,
        :currency_col_label,
        :date_format,
+        :number_format,
        :signage_convention
      )
    end
--- a/app/controllers/import/confirms_controller.rb
+++ b/app/controllers/import/confirms_controller.rb
@@ -4,6 +4,10 @@ class Import::ConfirmsController < ApplicationController
  before_action :set_import

  def show
+    if @import.mapping_steps.empty?
+      return redirect_to import_path(@import)
+    end
+
    redirect_to import_clean_path(@import), alert: "You have invalid data, please edit until all errors are resolved" unless @import.cleaned?
  end

--- a/app/controllers/import/rows_controller.rb
+++ b/app/controllers/import/rows_controller.rb
@@ -2,9 +2,7 @@ class Import::RowsController < ApplicationController
  before_action :set_import_row

  def update
-    @row.assign_attributes(row_params)
-    @row.save!(validate: false)
-    @row.sync_mappings
+    @row.update_and_sync(row_params)

    redirect_to import_row_path(@row.import, @row)
  end
--- a/app/controllers/import/uploads_controller.rb
+++ b/app/controllers/import/uploads_controller.rb
@@ -8,10 +8,11 @@ class Import::UploadsController < ApplicationController

  def update
    if csv_valid?(csv_str)
+      @import.account = Current.family.accounts.find_by(id: params.dig(:import, :account_id))
      @import.assign_attributes(raw_file_str: csv_str, col_sep: upload_params[:col_sep])
      @import.save!(validate: false)

-      redirect_to import_configuration_path(@import), notice: "CSV uploaded successfully."
+      redirect_to import_configuration_path(@import, template_hint: true), notice: "CSV uploaded successfully."
    else
      flash.now[:alert] = "Must be valid CSV with headers and at least one row of data"

@@ -29,10 +30,8 @@ class Import::UploadsController < ApplicationController
    end

    def csv_valid?(str)
-      require "csv"
-
      begin
-        csv = CSV.parse(str || "", headers: true, col_sep: upload_params[:col_sep])
+        csv = Import.parse_csv_str(str, col_sep: upload_params[:col_sep])
        return false if csv.headers.empty?
        return false if csv.count == 0
        true
--- a/app/controllers/imports_controller.rb
+++ b/app/controllers/imports_controller.rb
@@ -1,5 +1,5 @@
 class ImportsController < ApplicationController
-  before_action :set_import, only: %i[show publish destroy revert]
+  before_action :set_import, only: %i[show publish destroy revert apply_template]

  def publish
    @import.publish_later
@@ -18,7 +18,12 @@ class ImportsController < ApplicationController
  end

  def create
-    import = Current.family.imports.create! import_params
+    account = Current.family.accounts.find_by(id: params.dig(:import, :account_id))
+    import = Current.family.imports.create!(
+      type: import_params[:type],
+      account: account,
+      date_format: Current.family.date_format,
+    )

    redirect_to import_upload_path(import)
  end
@@ -36,6 +41,15 @@ class ImportsController < ApplicationController
    redirect_to imports_path, notice: "Import is reverting in the background."
  end

+  def apply_template
+    if @import.suggested_template
+      @import.apply_template!(@import.suggested_template)
+      redirect_to import_configuration_path(@import), notice: "Template applied."
+    else
+      redirect_to import_configuration_path(@import), alert: "No template found, please manually configure your import."
+    end
+  end
+
  def destroy
    @import.destroy

--- a/app/controllers/messages_controller.rb
+++ b/app/controllers/messages_controller.rb
@@ -0,0 +1,23 @@
+class MessagesController < ApplicationController
+  before_action :set_chat
+
+  def create
+    @message = @chat.messages.create!(message_params.merge(role: "user"))
+
+    AiResponseJob.perform_later(@message)
+
+    respond_to do |format|
+      format.turbo_stream
+      format.html { redirect_to chat_path(@chat) }
+    end
+  end
+
+  private
+    def set_chat
+      @chat = Current.user.chats.find(params[:chat_id])
+    end
+
+    def message_params
+      params.require(:message).permit(:content)
+    end
+end
--- a/app/controllers/mfa_controller.rb
+++ b/app/controllers/mfa_controller.rb
@@ -20,7 +20,10 @@ class MfaController < ApplicationController

  def verify
    @user = User.find_by(id: session[:mfa_user_id])
-    redirect_to new_session_path unless @user
+
+    if @user.nil?
+      redirect_to new_session_path
+    end
  end

  def verify_code
--- a/app/controllers/pages_controller.rb
+++ b/app/controllers/pages_controller.rb
@@ -1,10 +1,12 @@
 class PagesController < ApplicationController
  skip_before_action :authenticate_user!, only: %i[early_access]
+  include Periodable

  def dashboard
-    @period = Period.from_key(params[:period], fallback: true)
    @balance_sheet = Current.family.balance_sheet
    @accounts = Current.family.accounts.active.with_attached_logo
+
+    @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
  end

  def changelog
--- a/app/controllers/plaid_items_controller.rb
+++ b/app/controllers/plaid_items_controller.rb
@@ -22,7 +22,7 @@ class PlaidItemsController < ApplicationController
    end

    respond_to do |format|
-      format.html { redirect_to accounts_path }
+      format.html { redirect_back_or_to accounts_path }
      format.json { head :ok }
    end
  end
--- a/app/controllers/securities_controller.rb
+++ b/app/controllers/securities_controller.rb
@@ -1,10 +1,7 @@
 class SecuritiesController < ApplicationController
  def index
-    query = params[:q]
-    return render json: [] if query.blank? || query.length < 2 || query.length > 100
-
-    @securities = Security.search({
-      search: query,
+    @securities = Security.search_provider({
+      search: params[:q],
      country: params[:country_code] == "US" ? "US" : nil
    })
  end
--- a/app/controllers/settings/hostings_controller.rb
+++ b/app/controllers/settings/hostings_controller.rb
@@ -2,6 +2,7 @@ class Settings::HostingsController < ApplicationController
  layout "settings"

  before_action :raise_if_not_self_hosted
+  before_action :ensure_admin, only: :clear_cache

  def show
    @synth_usage = Current.family.synth_usage
@@ -38,6 +39,11 @@ class Settings::HostingsController < ApplicationController
    render :show, status: :unprocessable_entity
  end

+  def clear_cache
+    DataCacheClearJob.perform_later(Current.family)
+    redirect_to settings_hosting_path, notice: t(".cache_cleared")
+  end
+
  private
    def hosting_params
      params.require(:setting).permit(:render_deploy_hook, :upgrades_setting, :require_invite_for_signup, :require_email_confirmation, :synth_api_key)
@@ -46,4 +52,8 @@ class Settings::HostingsController < ApplicationController
    def raise_if_not_self_hosted
      raise "Settings not available on non-self-hosted instance" unless self_hosted?
    end
+
+    def ensure_admin
+      redirect_to settings_hosting_path, alert: t(".not_authorized") unless Current.user.admin?
+    end
 end
--- a/app/controllers/subscriptions_controller.rb
+++ b/app/controllers/subscriptions_controller.rb
@@ -1,4 +1,6 @@
 class SubscriptionsController < ApplicationController
+  before_action :redirect_to_root_if_self_hosted
+
  def new
    if Current.family.stripe_customer_id.blank?
      customer = stripe_client.v1.customers.create(
@@ -44,4 +46,8 @@ class SubscriptionsController < ApplicationController
    def stripe_client
      @stripe_client ||= Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
    end
+
+    def redirect_to_root_if_self_hosted
+      redirect_to root_path, alert: I18n.t("subscriptions.self_hosted_alert") if self_hosted?
+    end
 end
--- a/app/controllers/transactions_controller.rb
+++ b/app/controllers/transactions_controller.rb
@@ -49,6 +49,7 @@ class TransactionsController < ApplicationController
  end

  private
+
    def search_params
      cleaned_params = params.fetch(:q, {})
            .permit(
--- a/app/controllers/users_controller.rb
+++ b/app/controllers/users_controller.rb
@@ -1,5 +1,6 @@
 class UsersController < ApplicationController
  before_action :set_user
+  before_action :ensure_admin, only: :reset

  def update
    @user = Current.user
@@ -26,6 +27,11 @@ class UsersController < ApplicationController
    end
  end

+  def reset
+    FamilyResetJob.perform_later(Current.family)
+    redirect_to settings_profile_path, notice: t(".success")
+  end
+
  def destroy
    if @user.deactivate
      Current.session.destroy
@@ -60,7 +66,7 @@ class UsersController < ApplicationController

    def user_params
      params.require(:user).permit(
-        :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at, :show_sidebar,
+        :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at, :show_sidebar, :default_period,
        family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id, :data_enrichment_enabled ]
      )
    end
@@ -68,4 +74,8 @@ class UsersController < ApplicationController
    def set_user
      @user = Current.user
    end
+
+    def ensure_admin
+      redirect_to settings_profile_path, alert: I18n.t("users.reset.unauthorized") unless Current.user.admin?
+    end
 end
--- a/app/helpers/account/entries_helper.rb
+++ b/app/helpers/account/entries_helper.rb
@@ -1,6 +1,24 @@
 module Account::EntriesHelper
  def entries_by_date(entries, totals: false)
-    entries.group_by(&:date).map do |date, grouped_entries|
+    transfer_groups = entries.group_by do |entry|
+      # Only check for transfer if it's a transaction
+      next nil unless entry.entryable_type == "Account::Transaction"
+      entry.entryable.transfer&.id
+    end
+
+    # For a more intuitive UX, we do not want to show the same transfer twice in the list
+    deduped_entries = transfer_groups.flat_map do |transfer_id, grouped_entries|
+      if transfer_id.nil? || grouped_entries.size == 1
+        grouped_entries
+      else
+        grouped_entries.reject do |e|
+          e.entryable_type == "Account::Transaction" &&
+          e.entryable.transfer_as_inflow.present?
+        end
+      end
+    end
+
+    deduped_entries.group_by(&:date).map do |date, grouped_entries|
      content = capture do
        yield grouped_entries
      end
--- a/app/helpers/forms_helper.rb
+++ b/app/helpers/forms_helper.rb
@@ -17,7 +17,7 @@ module FormsHelper
    end
  end

-  def period_select(form:, selected:, classes: "border border-tertiary shadow-xs rounded-lg text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0")
+  def period_select(form:, selected:, classes: "border border-secondary rounded-lg text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0")
    periods_for_select = Period.all.map { |period| [ period.label_short, period.key ] }

    form.select(:period, periods_for_select, { selected: selected.key }, class: classes, data: { "auto-submit-form-target": "auto" })
--- a/app/helpers/settings_helper.rb
+++ b/app/helpers/settings_helper.rb
@@ -4,7 +4,7 @@ module SettingsHelper
    { name: I18n.t("settings.settings_nav.preferences_label"), path: :settings_preferences_path },
    { name: I18n.t("settings.settings_nav.security_label"), path: :settings_security_path },
    { name: I18n.t("settings.settings_nav.self_hosting_label"), path: :settings_hosting_path, condition: :self_hosted? },
-    { name: I18n.t("settings.settings_nav.billing_label"), path: :settings_billing_path },
+    { name: I18n.t("settings.settings_nav.billing_label"), path: :settings_billing_path, condition: :not_self_hosted? },
    { name: I18n.t("settings.settings_nav.accounts_label"), path: :accounts_path },
    { name: I18n.t("settings.settings_nav.imports_label"), path: :imports_path },
    { name: I18n.t("settings.settings_nav.tags_label"), path: :tags_path },
@@ -45,4 +45,9 @@ module SettingsHelper
      concat(next_setting)
    end
  end
+
+  private
+    def not_self_hosted?
+      !self_hosted?
+    end
 end
--- a/app/helpers/upgrades_helper.rb
+++ b/app/helpers/upgrades_helper.rb
@@ -1,6 +1,7 @@
 module UpgradesHelper
  def get_upgrade_for_notification(user, upgrades_mode)
    return nil unless ENV["UPGRADES_ENABLED"] == "true"
+    return nil unless user.present?

    completed_upgrade = Upgrader.completed_upgrade
    return completed_upgrade if completed_upgrade && user.last_alerted_upgrade_commit_sha != completed_upgrade.commit_sha
--- a/app/javascript/controllers/category_controller.js
+++ b/app/javascript/controllers/category_controller.js
@@ -0,0 +1,206 @@
+import { Controller } from "@hotwired/stimulus"
+import Pickr from '@simonwep/pickr'
+
+export default class extends Controller {
+  static targets = ["pickerBtn", "colorInput", "colorsSection", "paletteSection", "pickerSection", "colorPreview", "avatar", "details", "icon","validationMessage","selection","colorPickerRadioBtn"];
+  static values = {
+    presetColors: Array,
+  };
+
+  initialize() {
+    this.pickerBtnTarget.addEventListener('click', () => {
+      this.showPaletteSection();
+    });
+
+    this.colorInputTarget.addEventListener('input', (e) => {
+      this.picker.setColor(e.target.value);
+    });
+
+    this.detailsTarget.addEventListener('toggle', (e) => {
+      if (!this.colorInputTarget.checkValidity()) {
+        e.preventDefault();
+        this.colorInputTarget.reportValidity();
+        e.target.open = true;
+      }
+    });
+
+    this.selectedIcon = null;
+
+    if (!this.presetColorsValue.includes(this.colorInputTarget.value)) {
+      this.colorPickerRadioBtnTarget.checked = true;
+    }
+  }
+
+  initPicker() {
+    const pickerContainer = document.createElement("div");
+    pickerContainer.classList.add("pickerContainer");
+    this.pickerSectionTarget.append(pickerContainer);
+
+    this.picker = Pickr.create({
+      el: this.pickerBtnTarget,
+      theme: 'monolith',
+      container: ".pickerContainer",
+      useAsButton: true,
+      showAlways: true,
+      default: this.colorInputTarget.value,
+      components: {
+        hue: true,
+      },
+    });
+
+    this.picker.on('change', (color) => {
+      const hexColor = color.toHEXA().toString();
+      const rgbacolor = color.toRGBA();
+
+      this.updateAvatarColors(hexColor);
+      this.updateSelectedIconColor(hexColor);
+
+      const backgroundColor = this.backgroundColor(rgbacolor, 10);
+      const contrastRatio = this.contrast(rgbacolor, backgroundColor);
+
+      this.colorInputTarget.value = hexColor;
+      this.colorInputTarget.dataset.colorPickerColorValue = hexColor;
+      this.colorPreviewTarget.style.backgroundColor = hexColor;
+
+      this.handleContrastValidation(contrastRatio);
+    });
+  }
+
+  updateAvatarColors(color) {
+    this.avatarTarget.style.backgroundColor = `${this.#backgroundColor(color)}`;
+    this.avatarTarget.style.color = color;
+  }
+
+  handleIconColorChange(e) {
+    const selectedIcon = e.target;
+    this.selectedIcon = selectedIcon;
+    
+    const currentColor = this.colorInputTarget.value;
+    
+    this.iconTargets.forEach(icon => {
+      const iconWrapper = icon.nextElementSibling;
+      iconWrapper.style.removeProperty("background-color")
+      iconWrapper.style.color = "black";
+    });
+
+    this.updateSelectedIconColor(currentColor);
+  }
+
+  handleIconChange(e) {
+    const iconSVG = e.currentTarget.closest('label').querySelector('svg').cloneNode(true);
+    this.avatarTarget.innerHTML = '';
+    iconSVG.style.padding = "0px"
+    iconSVG.classList.add("w-8","h-8")
+    this.avatarTarget.appendChild(iconSVG);
+  }
+
+  updateSelectedIconColor(color) {
+    if (this.selectedIcon) {
+      const iconWrapper = this.selectedIcon.nextElementSibling;
+      iconWrapper.style.backgroundColor = `${this.#backgroundColor(color)}`;
+      iconWrapper.style.color = color;
+    }
+  }
+
+  handleColorChange(e) {
+    const color = e.currentTarget.value;
+    this.colorInputTarget.value = color;
+    this.colorPreviewTarget.style.backgroundColor = color;
+    this.updateAvatarColors(color);
+    this.updateSelectedIconColor(color);
+  }
+
+  handleContrastValidation(contrastRatio) {
+    if (contrastRatio < 4.5) {
+      this.colorInputTarget.setCustomValidity("Poor contrast, choose darker color or auto-adjust.");
+
+      this.validationMessageTarget.classList.remove("hidden");
+    } else {
+      this.colorInputTarget.setCustomValidity("");
+      this.validationMessageTarget.classList.add("hidden");
+    }
+  }
+
+  autoAdjust(e){
+    const currentRGBA = this.picker.getColor();
+    const adjustedRGBA = this.darkenColor(currentRGBA).toString();
+    this.picker.setColor(adjustedRGBA);
+  }
+
+  handleParentChange(e) {
+    const parent = e.currentTarget.value;
+    const display = typeof parent === "string" && parent !== "" ? "none" : "flex";
+    this.selectionTarget.style.display = display;
+  }
+
+  backgroundColor([r,g,b,a], percentage) {
+    const mixedR = Math.round((r * (percentage / 100)) + (255 * (1 - percentage / 100)));
+    const mixedG = Math.round((g * (percentage / 100)) + (255 * (1 - percentage / 100)));
+    const mixedB = Math.round((b * (percentage / 100)) + (255 * (1 - percentage / 100)));
+    return [mixedR, mixedG, mixedB];
+  }
+
+  luminance([r,g,b]) {
+    const toLinear = c => {
+      const scaled = c / 255;
+      return scaled <= 0.04045 
+        ? scaled / 12.92 
+        : ((scaled + 0.055) / 1.055) ** 2.4;
+    };
+    return 0.2126 * toLinear(r) + 0.7152 * toLinear(g) + 0.0722 * toLinear(b);
+  }
+
+  contrast(foregroundColor, backgroundColor) {
+    const fgLum = this.luminance(foregroundColor);
+    const bgLum = this.luminance(backgroundColor);
+    const [l1, l2] = [Math.max(fgLum, bgLum), Math.min(fgLum, bgLum)];
+    return (l1 + 0.05) / (l2 + 0.05);
+  }
+
+  darkenColor(color) {
+    let darkened = color.toRGBA();
+    const backgroundColor = this.backgroundColor(darkened, 10);
+    let contrastRatio = this.contrast(darkened, backgroundColor);
+
+    while (contrastRatio < 4.5 && (darkened[0] > 0 || darkened[1] > 0 || darkened[2] > 0)) {
+      darkened = [
+        Math.max(0, darkened[0] - 10),
+        Math.max(0, darkened[1] - 10),
+        Math.max(0, darkened[2] - 10),
+        darkened[3]
+      ];
+      contrastRatio = this.contrast(darkened, backgroundColor);
+    }
+
+    return `rgba(${darkened.join(", ")})`;
+  }
+
+  showPaletteSection() {
+    this.initPicker();
+    this.colorsSectionTarget.classList.add('hidden');
+    this.paletteSectionTarget.classList.remove('hidden');
+    this.pickerSectionTarget.classList.remove('hidden');
+    this.picker.show();
+  }
+
+  showColorsSection() {
+    this.colorsSectionTarget.classList.remove('hidden');
+    this.paletteSectionTarget.classList.add('hidden');
+    this.pickerSectionTarget.classList.add('hidden');
+    if (this.picker) {
+      this.picker.destroyAndRemove();
+    }
+  }
+
+  toggleSections() {
+    if (this.colorsSectionTarget.classList.contains('hidden')) {
+      this.showColorsSection();
+    } else {
+      this.showPaletteSection();
+    }
+  }
+
+  #backgroundColor(color) {
+    return `color-mix(in oklab, ${color} 10%, transparent)`;
+  }
+}
--- a/app/javascript/controllers/chat_controller.js
+++ b/app/javascript/controllers/chat_controller.js
@@ -0,0 +1,32 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="chat-scroll"
+export default class extends Controller {
+  static targets = ["form", "messages"];
+
+  connect() {
+    this.scrollToBottom();
+
+    this.observer = new MutationObserver(() => {
+      this.scrollToBottom();
+      this.clearInput();
+    });
+
+    this.observer.observe(this.messagesTarget, {
+      childList: true,
+      subtree: true,
+    });
+  }
+
+  disconnect() {
+    this.observer.disconnect();
+  }
+
+  scrollToBottom() {
+    this.messagesTarget.scrollTop = this.messagesTarget.scrollHeight;
+  }
+
+  clearInput() {
+    this.formTarget.querySelector("textarea").value = "";
+  }
+}
--- a/app/javascript/controllers/color_avatar_controller.js
+++ b/app/javascript/controllers/color_avatar_controller.js
@@ -21,14 +21,8 @@ export default class extends Controller {

  handleColorChange(e) {
    const color = e.currentTarget.value;
-    this.avatarTarget.style.backgroundColor = `color-mix(in srgb, ${color} 5%, white)`;
+    this.avatarTarget.style.backgroundColor = `color-mix(in srgb, ${color} 10%, white)`;
    this.avatarTarget.style.borderColor = `color-mix(in srgb, ${color} 10%, white)`;
    this.avatarTarget.style.color = color;
  }
-
-  handleParentChange(e) {
-    const parent = e.currentTarget.value;
-    const visibility = typeof parent === "string" && parent !== "" ? "hidden" : "visible"
-    this.selectionTarget.style.visibility = visibility
-  }
 }
--- a/app/javascript/controllers/list_filter_controller.js
+++ b/app/javascript/controllers/list_filter_controller.js
@@ -4,6 +4,10 @@ import { Controller } from "@hotwired/stimulus";
 export default class extends Controller {
  static targets = ["input", "list", "emptyMessage"];

+  connect() {
+    this.inputTarget.focus();
+  }
+
  filter() {
    const filterValue = this.inputTarget.value.toLowerCase();
    const items = this.listTarget.querySelectorAll(".filterable-item");
--- a/app/javascript/controllers/sidebar_controller.js
+++ b/app/javascript/controllers/sidebar_controller.js
@@ -8,7 +8,7 @@ export default class extends Controller {
  toggle() {
    this.panelTarget.classList.toggle("w-0");
    this.panelTarget.classList.toggle("opacity-0");
-    this.panelTarget.classList.toggle("w-[260px]");
+    this.panelTarget.classList.toggle("w-80");
    this.panelTarget.classList.toggle("opacity-100");
    this.contentTarget.classList.toggle("max-w-4xl");
    this.contentTarget.classList.toggle("max-w-5xl");
--- a/app/javascript/controllers/time_series_chart_controller.js
+++ b/app/javascript/controllers/time_series_chart_controller.js
@@ -446,7 +446,7 @@ export default class extends Controller {

  get _margin() {
    if (this.useLabelsValue) {
-      return { top: 20, right: 0, bottom: 30, left: 0 };
+      return { top: 20, right: 0, bottom: 10, left: 0 };
    }
    return { top: 0, right: 0, bottom: 0, left: 0 };
  }
--- a/app/jobs/ai_response_job.rb
+++ b/app/jobs/ai_response_job.rb
@@ -0,0 +1,7 @@
+class AiResponseJob < ApplicationJob
+  queue_as :default
+
+  def perform(message)
+    message.chat.generate_next_ai_response
+  end
+end
--- a/app/jobs/data_cache_clear_job.rb
+++ b/app/jobs/data_cache_clear_job.rb
@@ -0,0 +1,16 @@
+class DataCacheClearJob < ApplicationJob
+  queue_as :default
+
+  def perform(family)
+    ActiveRecord::Base.transaction do
+      ExchangeRate.delete_all
+      Security::Price.delete_all
+      family.accounts.each do |account|
+        account.balances.delete_all
+        account.holdings.delete_all
+      end
+
+      family.sync_later
+    end
+  end
+end
--- a/app/jobs/family_reset_job.rb
+++ b/app/jobs/family_reset_job.rb
@@ -0,0 +1,19 @@
+class FamilyResetJob < ApplicationJob
+  queue_as :default
+
+  def perform(family)
+    # Delete all family data except users
+    ActiveRecord::Base.transaction do
+      # Delete accounts and related data
+      family.accounts.destroy_all
+      family.categories.destroy_all
+      family.tags.destroy_all
+      family.merchants.destroy_all
+      family.plaid_items.destroy_all
+      family.imports.destroy_all
+      family.budgets.destroy_all
+
+      family.sync_later
+    end
+  end
+end
--- a/app/jobs/fetch_security_info_job.rb
+++ b/app/jobs/fetch_security_info_job.rb
@@ -2,7 +2,7 @@ class FetchSecurityInfoJob < ApplicationJob
  queue_as :latency_low

  def perform(security_id)
-    return unless Security.security_info_provider.present?
+    return unless Security.provider.present?

    security = Security.find(security_id)

@@ -12,7 +12,7 @@ class FetchSecurityInfoJob < ApplicationJob
    params[:mic_code] = security.exchange_mic if security.exchange_mic.present?
    params[:operating_mic] = security.exchange_operating_mic if security.exchange_operating_mic.present?

-    security_info_response = Security.security_info_provider.fetch_security_info(**params)
+    security_info_response = Security.provider.fetch_security_info(**params)

    security.update(
      name: security_info_response.info.dig("name")
--- a/app/models/account.rb
+++ b/app/models/account.rb
@@ -1,11 +1,10 @@
 class Account < ApplicationRecord
-  include Syncable, Monetizable, Issuable, Chartable
+  include Syncable, Monetizable, Issuable, Chartable, Enrichable, Linkable, Convertible

  validates :name, :balance, :currency, presence: true

  belongs_to :family
  belongs_to :import, optional: true
-  belongs_to :plaid_account, optional: true

  has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
  has_many :entries, dependent: :destroy, class_name: "Account::Entry"
@@ -75,7 +74,16 @@ class Account < ApplicationRecord
  def sync_data(start_date: nil)
    update!(last_synced_at: Time.current)

-    Syncer.new(self, start_date: start_date).run
+    Rails.logger.info("Auto-matching transfers")
+    family.auto_match_transfers!
+
+    Rails.logger.info("Processing balances (#{linked? ? 'reverse' : 'forward'})")
+    sync_balances
+
+    if enrichable?
+      Rails.logger.info("Enriching transaction data")
+      enrich_data
+    end
  end

  def post_sync
@@ -93,10 +101,6 @@ class Account < ApplicationRecord
    holdings.where(currency: currency, date: holdings.maximum(:date)).order(amount: :desc)
  end

-  def enrich_data
-    DataEnricher.new(self).run
-  end
-
  def update_with_sync!(attributes)
    should_update_balance = attributes[:balance] && attributes[:balance].to_d != balance

@@ -123,11 +127,14 @@ class Account < ApplicationRecord
    end
  end

-  def sparkline_series
-    cache_key = family.build_cache_key("#{id}_sparkline")
-
-    Rails.cache.fetch(cache_key) do
-      balance_series
-    end
+  def start_date
+    first_entry_date = entries.minimum(:date) || Date.current
+    first_entry_date - 1.day
  end
+
+  private
+    def sync_balances
+      strategy = linked? ? :reverse : :forward
+      Balance::Syncer.new(self, strategy: strategy).sync_balances
+    end
 end
--- a/app/models/account/balance/base_calculator.rb
+++ b/app/models/account/balance/base_calculator.rb
@@ -0,0 +1,35 @@
+class Account::Balance::BaseCalculator
+  attr_reader :account
+
+  def initialize(account)
+    @account = account
+  end
+
+  def calculate
+    Rails.logger.tagged(self.class.name) do
+      calculate_balances
+    end
+  end
+
+  private
+    def sync_cache
+      @sync_cache ||= Account::Balance::SyncCache.new(account)
+    end
+
+    def build_balance(date, cash_balance, holdings_value)
+      Account::Balance.new(
+        account_id: account.id,
+        date: date,
+        balance: holdings_value + cash_balance,
+        cash_balance: cash_balance,
+        currency: account.currency
+      )
+    end
+
+    def calculate_next_balance(prior_balance, transactions, direction: :forward)
+      flows = transactions.sum(&:amount)
+      negated = direction == :forward ? account.asset? : account.liability?
+      flows *= -1 if negated
+      prior_balance + flows
+    end
+end
--- a/app/models/account/balance/forward_calculator.rb
+++ b/app/models/account/balance/forward_calculator.rb
@@ -0,0 +1,28 @@
+class Account::Balance::ForwardCalculator < Account::Balance::BaseCalculator
+  private
+    def calculate_balances
+      current_cash_balance = 0
+      next_cash_balance = nil
+
+      @balances = []
+
+      account.start_date.upto(Date.current).each do |date|
+        entries = sync_cache.get_entries(date)
+        holdings = sync_cache.get_holdings(date)
+        holdings_value = holdings.sum(&:amount)
+        valuation = sync_cache.get_valuation(date)
+
+        next_cash_balance = if valuation
+          valuation.amount - holdings_value
+        else
+          calculate_next_balance(current_cash_balance, entries, direction: :forward)
+        end
+
+        @balances << build_balance(date, next_cash_balance, holdings_value)
+
+        current_cash_balance = next_cash_balance
+      end
+
+      @balances
+    end
+end
--- a/app/models/account/balance/reverse_calculator.rb
+++ b/app/models/account/balance/reverse_calculator.rb
@@ -0,0 +1,32 @@
+class Account::Balance::ReverseCalculator < Account::Balance::BaseCalculator
+  private
+    def calculate_balances
+      current_cash_balance = account.cash_balance
+      previous_cash_balance = nil
+
+      @balances = []
+
+      Date.current.downto(account.start_date).map do |date|
+        entries = sync_cache.get_entries(date)
+        holdings = sync_cache.get_holdings(date)
+        holdings_value = holdings.sum(&:amount)
+        valuation = sync_cache.get_valuation(date)
+
+        previous_cash_balance = if valuation
+          valuation.amount - holdings_value
+        else
+          calculate_next_balance(current_cash_balance, entries, direction: :reverse)
+        end
+
+        if valuation.present?
+          @balances << build_balance(date, previous_cash_balance, holdings_value)
+        else
+          @balances << build_balance(date, current_cash_balance, holdings_value)
+        end
+
+        current_cash_balance = previous_cash_balance
+      end
+
+      @balances
+    end
+end
--- a/app/models/account/balance/sync_cache.rb
+++ b/app/models/account/balance/sync_cache.rb
@@ -0,0 +1,46 @@
+class Account::Balance::SyncCache
+  def initialize(account)
+    @account = account
+  end
+
+  def get_valuation(date)
+    converted_entries.find { |e| e.date == date && e.account_valuation? }
+  end
+
+  def get_holdings(date)
+    converted_holdings.select { |h| h.date == date }
+  end
+
+  def get_entries(date)
+    converted_entries.select { |e| e.date == date && (e.account_transaction? || e.account_trade?) }
+  end
+
+  private
+    attr_reader :account
+
+    def converted_entries
+      @converted_entries ||= account.entries.order(:date).to_a.map do |e|
+        converted_entry = e.dup
+        converted_entry.amount = converted_entry.amount_money.exchange_to(
+          account.currency,
+          date: e.date,
+          fallback_rate: 1
+        ).amount
+        converted_entry.currency = account.currency
+        converted_entry
+      end
+    end
+
+    def converted_holdings
+      @converted_holdings ||= account.holdings.map do |h|
+        converted_holding = h.dup
+        converted_holding.amount = converted_holding.amount_money.exchange_to(
+          account.currency,
+          date: h.date,
+          fallback_rate: 1
+        ).amount
+        converted_holding.currency = account.currency
+        converted_holding
+      end
+    end
+end
--- a/app/models/account/balance/syncer.rb
+++ b/app/models/account/balance/syncer.rb
@@ -0,0 +1,71 @@
+class Account::Balance::Syncer
+  attr_reader :account, :strategy
+
+  def initialize(account, strategy:)
+    @account = account
+    @strategy = strategy
+  end
+
+  def sync_balances
+    Account::Balance.transaction do
+      sync_holdings
+      calculate_balances
+
+      Rails.logger.info("Persisting #{@balances.size} balances")
+      persist_balances
+
+      purge_stale_balances
+
+      if strategy == :forward
+        update_account_info
+      end
+
+      account.sync_required_exchange_rates
+    end
+  end
+
+  private
+    def sync_holdings
+      @holdings = Account::Holding::Syncer.new(account, strategy: strategy).sync_holdings
+    end
+
+    def update_account_info
+      calculated_balance = @balances.sort_by(&:date).last&.balance || 0
+      calculated_holdings_value = @holdings.select { |h| h.date == Date.current }.sum(&:amount) || 0
+      calculated_cash_balance = calculated_balance - calculated_holdings_value
+
+      Rails.logger.info("Balance update: cash=#{calculated_cash_balance}, total=#{calculated_balance}")
+
+      account.update!(
+        balance: calculated_balance,
+        cash_balance: calculated_cash_balance
+      )
+    end
+
+    def calculate_balances
+      @balances = calculator.calculate
+    end
+
+    def persist_balances
+      current_time = Time.now
+      account.balances.upsert_all(
+        @balances.map { |b| b.attributes
+               .slice("date", "balance", "cash_balance", "currency")
+               .merge("updated_at" => current_time) },
+        unique_by: %i[account_id date currency]
+      )
+    end
+
+    def purge_stale_balances
+      deleted_count = account.balances.delete_by("date < ?", account.start_date)
+      Rails.logger.info("Purged #{deleted_count} stale balances") if deleted_count > 0
+    end
+
+    def calculator
+      if strategy == :reverse
+        Account::Balance::ReverseCalculator.new(account)
+      else
+        Account::Balance::ForwardCalculator.new(account)
+      end
+    end
+end
--- a/app/models/account/balance_calculator.rb
+++ b/app/models/account/balance_calculator.rb
@@ -1,121 +0,0 @@
-class Account::BalanceCalculator
-  def initialize(account, holdings: nil)
-    @account = account
-    @holdings = holdings || []
-  end
-
-  def calculate(reverse: false, start_date: nil)
-    cash_balances = reverse ? reverse_cash_balances : forward_cash_balances
-
-    cash_balances.map do |balance|
-      holdings_value = converted_holdings.select { |h| h.date == balance.date }.sum(&:amount)
-      balance.balance = balance.balance + holdings_value
-      balance
-    end.compact
-  end
-
-  private
-    attr_reader :account, :holdings
-
-    def oldest_date
-      converted_entries.first ? converted_entries.first.date - 1.day : Date.current
-    end
-
-    def reverse_cash_balances
-      prior_balance = account.cash_balance
-
-      Date.current.downto(oldest_date).map do |date|
-        entries_for_date = converted_entries.select { |e| e.date == date }
-        holdings_for_date = converted_holdings.select { |h| h.date == date }
-
-        valuation = entries_for_date.find { |e| e.account_valuation? }
-
-        current_balance = if valuation
-          # To get this to a cash valuation, we back out holdings value on day
-          valuation.amount - holdings_for_date.sum(&:amount)
-        else
-          transactions = entries_for_date.select { |e| e.account_transaction? || e.account_trade? }
-
-          calculate_balance(prior_balance, transactions)
-        end
-
-        balance_record = Account::Balance.new(
-          account: account,
-          date: date,
-          balance: valuation ? current_balance : prior_balance,
-          cash_balance: valuation ? current_balance : prior_balance,
-          currency: account.currency
-        )
-
-        prior_balance = current_balance
-
-        balance_record
-      end
-    end
-
-    def forward_cash_balances
-      prior_balance = 0
-      current_balance = nil
-
-      oldest_date.upto(Date.current).map do |date|
-        entries_for_date = converted_entries.select { |e| e.date == date }
-        holdings_for_date = converted_holdings.select { |h| h.date == date }
-
-        valuation = entries_for_date.find { |e| e.account_valuation? }
-
-        current_balance = if valuation
-          # To get this to a cash valuation, we back out holdings value on day
-          valuation.amount - holdings_for_date.sum(&:amount)
-        else
-          transactions = entries_for_date.select { |e| e.account_transaction? || e.account_trade? }
-
-          calculate_balance(prior_balance, transactions, inverse: true)
-        end
-
-        balance_record = Account::Balance.new(
-          account: account,
-          date: date,
-          balance: current_balance,
-          cash_balance: current_balance,
-          currency: account.currency
-        )
-
-        prior_balance = current_balance
-
-        balance_record
-      end
-    end
-
-    def converted_entries
-      @converted_entries ||= @account.entries.order(:date).to_a.map do |e|
-        converted_entry = e.dup
-        converted_entry.amount = converted_entry.amount_money.exchange_to(
-          account.currency,
-          date: e.date,
-          fallback_rate: 1
-        ).amount
-        converted_entry.currency = account.currency
-        converted_entry
-      end
-    end
-
-    def converted_holdings
-      @converted_holdings ||= holdings.map do |h|
-        converted_holding = h.dup
-        converted_holding.amount = converted_holding.amount_money.exchange_to(
-          account.currency,
-          date: h.date,
-          fallback_rate: 1
-        ).amount
-        converted_holding.currency = account.currency
-        converted_holding
-      end
-    end
-
-    def calculate_balance(prior_balance, transactions, inverse: false)
-      flows = transactions.sum(&:amount)
-      negated = inverse ? account.asset? : account.liability?
-      flows *= -1 if negated
-      prior_balance + flows
-    end
-end
--- a/app/models/account/chartable.rb
+++ b/app/models/account/chartable.rb
@@ -2,7 +2,9 @@ module Account::Chartable
  extend ActiveSupport::Concern

  class_methods do
-    def balance_series(currency:, period: Period.last_30_days, favorable_direction: "up")
+    def balance_series(currency:, period: Period.last_30_days, favorable_direction: "up", view: :balance)
+      raise ArgumentError, "Invalid view type" unless [ :balance, :cash_balance, :holdings_balance ].include?(view.to_sym)
+
      balances = Account::Balance.find_by_sql([
        balance_series_query,
        {
@@ -14,14 +16,15 @@ module Account::Chartable
      ])

      balances = gapfill_balances(balances)
+      balances = invert_balances(balances) if favorable_direction == "down"

      values = [ nil, *balances ].each_cons(2).map do |prev, curr|
        Series::Value.new(
          date: curr.date,
          date_formatted: I18n.l(curr.date, format: :long),
          trend: Trend.new(
-            current: Money.new(curr.balance, currency),
-            previous: prev.nil? ? nil : Money.new(prev.balance, currency),
+            current: Money.new(balance_value_for(curr, view), currency),
+            previous: prev.nil? ? nil : Money.new(balance_value_for(prev, view), currency),
            favorable_direction: favorable_direction
          )
        )
@@ -32,8 +35,8 @@ module Account::Chartable
        end_date: period.end_date,
        interval: period.interval,
        trend: Trend.new(
-          current: Money.new(balances.last&.balance || 0, currency),
-          previous: Money.new(balances.first&.balance || 0, currency),
+          current: Money.new(balance_value_for(balances.last, view) || 0, currency),
+          previous: Money.new(balance_value_for(balances.first, view) || 0, currency),
          favorable_direction: favorable_direction
        ),
        values: values
@@ -51,6 +54,8 @@ module Account::Chartable
          SELECT
            d.date,
            SUM(CASE WHEN accounts.classification = 'asset' THEN ab.balance ELSE -ab.balance END * COALESCE(er.rate, 1)) as balance,
+            SUM(CASE WHEN accounts.classification = 'asset' THEN ab.cash_balance ELSE -ab.cash_balance END * COALESCE(er.rate, 1)) as cash_balance,
+            SUM(CASE WHEN accounts.classification = 'asset' THEN ab.balance - ab.cash_balance ELSE 0 END * COALESCE(er.rate, 1)) as holdings_balance,
            COUNT(CASE WHEN accounts.currency <> :target_currency AND er.rate IS NULL THEN 1 END) as missing_rates
          FROM dates d
          LEFT JOIN accounts ON accounts.id IN (#{all.select(:id).to_sql})
@@ -69,19 +74,46 @@ module Account::Chartable
        SQL
      end

+      def balance_value_for(balance_record, view)
+        return 0 if balance_record.nil?
+
+        case view.to_sym
+        when :balance then balance_record.balance
+        when :cash_balance then balance_record.cash_balance
+        when :holdings_balance then balance_record.holdings_balance
+        else
+          raise ArgumentError, "Invalid view type: #{view}"
+        end
+      end
+
+      def invert_balances(balances)
+        balances.map do |balance|
+          balance.balance = -balance.balance
+          balance.cash_balance = -balance.cash_balance
+          balance.holdings_balance = -balance.holdings_balance
+          balance
+        end
+      end
+
      def gapfill_balances(balances)
        gapfilled = []
+        prev = nil

-        prev_balance = nil
-
-        [ nil, *balances ].each_cons(2).each_with_index do |(prev, curr), index|
-          if index == 0 && curr.balance.nil?
-            curr.balance = 0 # Ensure all series start with a non-nil balance
-          elsif curr.balance.nil?
-            curr.balance = prev.balance
+        balances.each do |curr|
+          if prev.nil?
+            # Initialize first record with zeros if nil
+            curr.balance ||= 0
+            curr.cash_balance ||= 0
+            curr.holdings_balance ||= 0
+          else
+            # Copy previous values for nil fields
+            curr.balance ||= prev.balance
+            curr.cash_balance ||= prev.cash_balance
+            curr.holdings_balance ||= prev.holdings_balance
          end

          gapfilled << curr
+          prev = curr
        end

        gapfilled
@@ -92,11 +124,20 @@ module Account::Chartable
    classification == "asset" ? "up" : "down"
  end

-  def balance_series(period: Period.last_30_days)
+  def balance_series(period: Period.last_30_days, view: :balance)
    self.class.where(id: self.id).balance_series(
      currency: currency,
      period: period,
+      view: view,
      favorable_direction: favorable_direction
    )
  end
+
+  def sparkline_series
+    cache_key = family.build_cache_key("#{id}_sparkline")
+
+    Rails.cache.fetch(cache_key) do
+      balance_series
+    end
+  end
 end
--- a/app/models/account/convertible.rb
+++ b/app/models/account/convertible.rb
@@ -0,0 +1,28 @@
+module Account::Convertible
+  extend ActiveSupport::Concern
+
+  def sync_required_exchange_rates
+    unless requires_exchange_rates?
+      Rails.logger.info("No exchange rate sync needed for account #{id}")
+      return
+    end
+
+    rates = ExchangeRate.find_rates(
+      from: currency,
+      to: target_currency,
+      start_date: start_date,
+      cache: true # caches from provider to DB
+    )
+
+    Rails.logger.info("Synced #{rates.count} exchange rates for account #{id}")
+  end
+
+  private
+    def target_currency
+      family.currency
+    end
+
+    def requires_exchange_rates?
+      currency != target_currency
+    end
+end
--- a/app/models/account/data_enricher.rb
+++ b/app/models/account/data_enricher.rb
@@ -1,6 +1,4 @@
 class Account::DataEnricher
-  include Providable
-
  attr_reader :account

  def initialize(account)
@@ -37,7 +35,7 @@ class Account::DataEnricher

    candidates.each do |entry|
      begin
-        info = self.class.synth_provider.enrich_transaction(entry.name).info
+        info = entry.fetch_enrichment_info

        next unless info.present?

--- a/app/models/account/enrichable.rb
+++ b/app/models/account/enrichable.rb
@@ -0,0 +1,12 @@
+module Account::Enrichable
+  extend ActiveSupport::Concern
+
+  def enrich_data
+    DataEnricher.new(self).run
+  end
+
+  private
+    def enrichable?
+      family.data_enrichment_enabled? || (linked? && Rails.application.config.app_mode.hosted?)
+    end
+end
--- a/app/models/account/entry.rb
+++ b/app/models/account/entry.rb
@@ -1,5 +1,5 @@
 class Account::Entry < ApplicationRecord
-  include Monetizable
+  include Monetizable, Provided

  monetize :amount

--- a/app/models/account/entry/provided.rb
+++ b/app/models/account/entry/provided.rb
@@ -0,0 +1,11 @@
+module Account::Entry::Provided
+  extend ActiveSupport::Concern
+
+  include Synthable
+
+  def fetch_enrichment_info
+    return nil unless synth_client.present?
+
+    synth_client.enrich_transaction(name).info
+  end
+end
--- a/app/models/account/entry_search.rb
+++ b/app/models/account/entry_search.rb
@@ -31,20 +31,6 @@ class Account::EntrySearch
      query
    end

-    def apply_type_filter(scope, types)
-      return scope if types.blank?
-
-      query = scope
-
-      if types.include?("income") && !types.include?("expense")
-        query = query.where("account_entries.amount < 0")
-      elsif types.include?("expense") && !types.include?("income")
-        query = query.where("account_entries.amount >= 0")
-      end
-
-      query
-    end
-
    def apply_amount_filter(scope, amount, amount_operator)
      return scope if amount.blank? || amount_operator.blank?

@@ -76,7 +62,6 @@ class Account::EntrySearch
    query = scope.joins(:account)
    query = self.class.apply_search_filter(query, search)
    query = self.class.apply_date_filters(query, start_date, end_date)
-    query = self.class.apply_type_filter(query, types)
    query = self.class.apply_amount_filter(query, amount, amount_operator)
    query = self.class.apply_accounts_filter(query, accounts, account_ids)
    query
--- a/app/models/account/holding.rb
+++ b/app/models/account/holding.rb
@@ -1,5 +1,5 @@
 class Account::Holding < ApplicationRecord
-  include Monetizable
+  include Monetizable, Gapfillable

  monetize :amount

--- a/app/models/account/holding/base_calculator.rb
+++ b/app/models/account/holding/base_calculator.rb
@@ -0,0 +1,63 @@
+class Account::Holding::BaseCalculator
+  attr_reader :account
+
+  def initialize(account)
+    @account = account
+  end
+
+  def calculate
+    Rails.logger.tagged(self.class.name) do
+      holdings = calculate_holdings
+      Account::Holding.gapfill(holdings)
+    end
+  end
+
+  private
+    def portfolio_cache
+      @portfolio_cache ||= Account::Holding::PortfolioCache.new(account)
+    end
+
+    def empty_portfolio
+      securities = portfolio_cache.get_securities
+      securities.each_with_object({}) { |security, hash| hash[security.id] = 0 }
+    end
+
+    def generate_starting_portfolio
+      empty_portfolio
+    end
+
+    def transform_portfolio(previous_portfolio, trade_entries, direction: :forward)
+      new_quantities = previous_portfolio.dup
+
+      trade_entries.each do |trade_entry|
+        trade = trade_entry.entryable
+        security_id = trade.security_id
+        qty_change = trade.qty
+        qty_change = qty_change * -1 if direction == :reverse
+        new_quantities[security_id] = (new_quantities[security_id] || 0) + qty_change
+      end
+
+      new_quantities
+    end
+
+    def build_holdings(portfolio, date)
+      portfolio.map do |security_id, qty|
+        price = portfolio_cache.get_price(security_id, date)
+
+        if price.nil?
+          Rails.logger.warn "No price found for security #{security_id} on #{date}"
+          next
+        end
+
+        Account::Holding.new(
+          account_id: account.id,
+          security_id: security_id,
+          date: date,
+          qty: qty,
+          price: price.price,
+          currency: price.currency,
+          amount: qty * price.price
+        )
+      end.compact
+    end
+end
--- a/app/models/account/holding/forward_calculator.rb
+++ b/app/models/account/holding/forward_calculator.rb
@@ -0,0 +1,21 @@
+class Account::Holding::ForwardCalculator < Account::Holding::BaseCalculator
+  private
+    def portfolio_cache
+      @portfolio_cache ||= Account::Holding::PortfolioCache.new(account)
+    end
+
+    def calculate_holdings
+      current_portfolio = generate_starting_portfolio
+      next_portfolio = {}
+      holdings = []
+
+      account.start_date.upto(Date.current).each do |date|
+        trades = portfolio_cache.get_trades(date: date)
+        next_portfolio = transform_portfolio(current_portfolio, trades, direction: :forward)
+        holdings += build_holdings(next_portfolio, date)
+        current_portfolio = next_portfolio
+      end
+
+      holdings
+    end
+end
--- a/app/models/account/holding/gapfillable.rb
+++ b/app/models/account/holding/gapfillable.rb
@@ -0,0 +1,38 @@
+module Account::Holding::Gapfillable
+  extend ActiveSupport::Concern
+
+  class_methods do
+    def gapfill(holdings)
+      filled_holdings = []
+
+      holdings.group_by { |h| h.security_id }.each do |security_id, security_holdings|
+        next if security_holdings.empty?
+
+        sorted = security_holdings.sort_by(&:date)
+        previous_holding = sorted.first
+
+        sorted.first.date.upto(Date.current) do |date|
+          holding = security_holdings.find { |h| h.date == date }
+
+          if holding
+            filled_holdings << holding
+            previous_holding = holding
+          else
+            # Create a new holding based on the previous day's data
+            filled_holdings << Account::Holding.new(
+              account: previous_holding.account,
+              security: previous_holding.security,
+              date: date,
+              qty: previous_holding.qty,
+              price: previous_holding.price,
+              currency: previous_holding.currency,
+              amount: previous_holding.amount
+            )
+          end
+        end
+      end
+
+      filled_holdings
+    end
+  end
+end
--- a/app/models/account/holding/portfolio_cache.rb
+++ b/app/models/account/holding/portfolio_cache.rb
@@ -0,0 +1,132 @@
+class Account::Holding::PortfolioCache
+  attr_reader :account, :use_holdings
+
+  class SecurityNotFound < StandardError
+    def initialize(security_id, account_id)
+      super("Security id=#{security_id} not found in portfolio cache for account #{account_id}.  This should not happen unless securities were preloaded incorrectly.")
+    end
+  end
+
+  def initialize(account, use_holdings: false)
+    @account = account
+    @use_holdings = use_holdings
+    load_prices
+  end
+
+  def get_trades(date: nil)
+    if date.blank?
+      trades
+    else
+      trades.select { |t| t.date == date }
+    end
+  end
+
+  def get_price(security_id, date)
+    security = @security_cache[security_id]
+    raise SecurityNotFound.new(security_id, account.id) unless security
+
+    price = security[:prices].select { |p| p.price.date == date }.min_by(&:priority)&.price
+
+    return nil unless price
+
+    price_money = Money.new(price.price, price.currency)
+
+    converted_amount = price_money.exchange_to(account.currency, fallback_rate: 1).amount
+
+    Security::Price.new(
+      security_id: security_id,
+      date: price.date,
+      price: converted_amount,
+      currency: account.currency
+    )
+  end
+
+  def get_securities
+    @security_cache.map { |_, v| v[:security] }
+  end
+
+  private
+    PriceWithPriority = Data.define(:price, :priority)
+
+    def trades
+      @trades ||= account.entries.includes(entryable: :security).account_trades.chronological.to_a
+    end
+
+    def holdings
+      @holdings ||= account.holdings.chronological.to_a
+    end
+
+    def collect_unique_securities
+      unique_securities_from_trades = trades.map(&:entryable).map(&:security).uniq
+
+      return unique_securities_from_trades unless use_holdings
+
+      unique_securities_from_holdings = holdings.map(&:security).uniq
+
+      (unique_securities_from_trades + unique_securities_from_holdings).uniq
+    end
+
+    # Loads all known prices for all securities in the account with priority based on source:
+    # 1 - DB or provider prices
+    # 2 - Trade prices
+    # 3 - Holding prices
+    def load_prices
+      @security_cache = {}
+      securities = collect_unique_securities
+
+      Rails.logger.info "Preloading #{securities.size} securities for account #{account.id}"
+
+      securities.each do |security|
+        Rails.logger.info "Loading security: ID=#{security.id} Ticker=#{security.ticker}"
+
+        # Highest priority prices
+        db_or_provider_prices = Security::Price.find_prices(
+          security: security,
+          start_date: account.start_date,
+          end_date: Date.current
+        ).map do |price|
+          PriceWithPriority.new(
+            price: price,
+            priority: 1
+          )
+        end
+
+        # Medium priority prices from trades
+        trade_prices = trades
+          .select { |t| t.entryable.security_id == security.id }
+          .map do |trade|
+            PriceWithPriority.new(
+              price: Security::Price.new(
+                security: security,
+                price: trade.entryable.price,
+                currency: trade.entryable.currency,
+                date: trade.date
+              ),
+              priority: 2
+            )
+          end
+
+        # Low priority prices from holdings (if applicable)
+        holding_prices = if use_holdings
+          holdings.select { |h| h.security_id == security.id }.map do |holding|
+            PriceWithPriority.new(
+              price: Security::Price.new(
+                security: security,
+                price: holding.price,
+                currency: holding.currency,
+                date: holding.date
+              ),
+              priority: 3
+            )
+          end
+        else
+          []
+        end
+
+        @security_cache[security.id] = {
+          security: security,
+          prices: db_or_provider_prices + trade_prices + holding_prices
+        }
+      end
+    end
+end
--- a/app/models/account/holding/reverse_calculator.rb
+++ b/app/models/account/holding/reverse_calculator.rb
@@ -0,0 +1,38 @@
+class Account::Holding::ReverseCalculator < Account::Holding::BaseCalculator
+  private
+    # Reverse calculators will use the existing holdings as a source of security ids and prices
+    # since it is common for a provider to supply "current day" holdings but not all the historical
+    # trades that make up those holdings.
+    def portfolio_cache
+      @portfolio_cache ||= Account::Holding::PortfolioCache.new(account, use_holdings: true)
+    end
+
+    def calculate_holdings
+      current_portfolio = generate_starting_portfolio
+      previous_portfolio = {}
+
+      holdings = []
+
+      Date.current.downto(account.start_date).each do |date|
+        today_trades = portfolio_cache.get_trades(date: date)
+        previous_portfolio = transform_portfolio(current_portfolio, today_trades, direction: :reverse)
+        holdings += build_holdings(current_portfolio, date)
+        current_portfolio = previous_portfolio
+      end
+
+      holdings
+    end
+
+    # Since this is a reverse sync, we start with today's holdings
+    def generate_starting_portfolio
+      holding_quantities = empty_portfolio
+
+      todays_holdings = account.holdings.where(date: Date.current)
+
+      todays_holdings.each do |holding|
+        holding_quantities[holding.security_id] = holding.qty
+      end
+
+      holding_quantities
+    end
+end
--- a/app/models/account/holding/syncer.rb
+++ b/app/models/account/holding/syncer.rb
@@ -0,0 +1,58 @@
+class Account::Holding::Syncer
+  def initialize(account, strategy:)
+    @account = account
+    @strategy = strategy
+  end
+
+  def sync_holdings
+    calculate_holdings
+
+    Rails.logger.info("Persisting #{@holdings.size} holdings")
+    persist_holdings
+
+    if strategy == :forward
+      purge_stale_holdings
+    end
+
+    @holdings
+  end
+
+  private
+    attr_reader :account, :strategy
+
+    def calculate_holdings
+      @holdings = calculator.calculate
+    end
+
+    def persist_holdings
+      current_time = Time.now
+
+      account.holdings.upsert_all(
+        @holdings.map { |h| h.attributes
+               .slice("date", "currency", "qty", "price", "amount", "security_id")
+               .merge("account_id" => account.id, "updated_at" => current_time) },
+        unique_by: %i[account_id security_id date currency]
+      )
+    end
+
+    def purge_stale_holdings
+      portfolio_security_ids = account.entries.account_trades.map { |entry| entry.entryable.security_id }.uniq
+
+      # If there are no securities in the portfolio, delete all holdings
+      if portfolio_security_ids.empty?
+        Rails.logger.info("Clearing all holdings (no securities)")
+        account.holdings.delete_all
+      else
+        deleted_count = account.holdings.delete_by("date < ? OR security_id NOT IN (?)", account.start_date, portfolio_security_ids)
+        Rails.logger.info("Purged #{deleted_count} stale holdings") if deleted_count > 0
+      end
+    end
+
+    def calculator
+      if strategy == :reverse
+        Account::Holding::ReverseCalculator.new(account)
+      else
+        Account::Holding::ForwardCalculator.new(account)
+      end
+    end
+end
--- a/app/models/account/holding_calculator.rb
+++ b/app/models/account/holding_calculator.rb
@@ -1,183 +0,0 @@
-class Account::HoldingCalculator
-  def initialize(account)
-    @account = account
-    @securities_cache = {}
-  end
-
-  def calculate(reverse: false)
-    preload_securities
-    calculated_holdings = reverse ? reverse_holdings : forward_holdings
-    gapfill_holdings(calculated_holdings)
-  end
-
-  private
-    attr_reader :account, :securities_cache
-
-    def reverse_holdings
-      current_holding_quantities = load_current_holding_quantities
-      prior_holding_quantities = {}
-
-      holdings = []
-
-      Date.current.downto(portfolio_start_date).map do |date|
-        today_trades = trades.select { |t| t.date == date }
-        prior_holding_quantities = calculate_portfolio(current_holding_quantities, today_trades)
-        holdings += generate_holding_records(current_holding_quantities, date)
-        current_holding_quantities = prior_holding_quantities
-      end
-
-      holdings
-    end
-
-    def forward_holdings
-      prior_holding_quantities = load_empty_holding_quantities
-      current_holding_quantities = {}
-
-      holdings = []
-
-      portfolio_start_date.upto(Date.current).map do |date|
-        today_trades = trades.select { |t| t.date == date }
-        current_holding_quantities = calculate_portfolio(prior_holding_quantities, today_trades, inverse: true)
-        holdings += generate_holding_records(current_holding_quantities, date)
-        prior_holding_quantities = current_holding_quantities
-      end
-
-      holdings
-    end
-
-    def generate_holding_records(portfolio, date)
-      Rails.logger.info "[HoldingCalculator] Generating holdings for #{portfolio.size} securities on #{date}"
-
-      portfolio.map do |security_id, qty|
-        security = securities_cache[security_id]
-
-        if security.blank?
-          Rails.logger.error "[HoldingCalculator] Security #{security_id} not found in cache for account #{account.id}"
-          next
-        end
-
-        price = security.dig(:prices)&.find { |p| p.date == date }
-
-        if price.blank?
-          Rails.logger.info "[HoldingCalculator] No price found for security #{security_id} on #{date}"
-          next
-        end
-
-        converted_price = Money.new(price.price, price.currency).exchange_to(account.currency, fallback_rate: 1).amount
-
-        account.holdings.build(
-          security: security.dig(:security),
-          date: date,
-          qty: qty,
-          price: converted_price,
-          currency: account.currency,
-          amount: qty * converted_price
-        )
-      end.compact
-    end
-
-    def gapfill_holdings(holdings)
-      filled_holdings = []
-
-      holdings.group_by { |h| h.security_id }.each do |security_id, security_holdings|
-        next if security_holdings.empty?
-
-        sorted = security_holdings.sort_by(&:date)
-        previous_holding = sorted.first
-
-        sorted.first.date.upto(Date.current) do |date|
-          holding = security_holdings.find { |h| h.date == date }
-
-          if holding
-            filled_holdings << holding
-            previous_holding = holding
-          else
-            # Create a new holding based on the previous day's data
-            filled_holdings << account.holdings.build(
-              security: previous_holding.security,
-              date: date,
-              qty: previous_holding.qty,
-              price: previous_holding.price,
-              currency: previous_holding.currency,
-              amount: previous_holding.amount
-            )
-          end
-        end
-      end
-
-      filled_holdings
-    end
-
-    def trades
-      @trades ||= account.entries.includes(entryable: :security).account_trades.chronological.to_a
-    end
-
-    def portfolio_start_date
-      trades.first ? trades.first.date - 1.day : Date.current
-    end
-
-    def preload_securities
-      # Get securities from trades and current holdings
-      securities = trades.map(&:entryable).map(&:security).uniq
-      securities += account.holdings.where(date: Date.current).map(&:security)
-      securities.uniq!
-
-      Rails.logger.info "[HoldingCalculator] Preloading #{securities.size} securities for account #{account.id}"
-
-      securities.each do |security|
-        begin
-          Rails.logger.info "[HoldingCalculator] Loading security: ID=#{security.id} Ticker=#{security.ticker}"
-
-          prices = Security::Price.find_prices(
-            security: security,
-            start_date: portfolio_start_date,
-            end_date: Date.current
-          )
-
-          Rails.logger.info "[HoldingCalculator] Found #{prices.size} prices for security #{security.id}"
-
-          @securities_cache[security.id] = {
-            security: security,
-            prices: prices
-          }
-        rescue => e
-          Rails.logger.error "[HoldingCalculator] Error processing security #{security.id}: #{e.message}"
-          Rails.logger.error "[HoldingCalculator] Security details: #{security.attributes}"
-          Rails.logger.error e.backtrace.join("\n")
-          next # Skip this security and continue with others
-        end
-      end
-    end
-
-    def calculate_portfolio(holding_quantities, today_trades, inverse: false)
-      new_quantities = holding_quantities.dup
-
-      today_trades.each do |trade|
-        security_id = trade.entryable.security_id
-        qty_change = inverse ? trade.entryable.qty : -trade.entryable.qty
-        new_quantities[security_id] = (new_quantities[security_id] || 0) + qty_change
-      end
-
-      new_quantities
-    end
-
-    def load_empty_holding_quantities
-      holding_quantities = {}
-
-      trades.map { |t| t.entryable.security_id }.uniq.each do |security_id|
-        holding_quantities[security_id] = 0
-      end
-
-      holding_quantities
-    end
-
-    def load_current_holding_quantities
-      holding_quantities = load_empty_holding_quantities
-
-      account.holdings.where(date: Date.current, currency: account.currency).map do |holding|
-        holding_quantities[holding.security_id] = holding.qty
-      end
-
-      holding_quantities
-    end
-end
--- a/app/models/account/linkable.rb
+++ b/app/models/account/linkable.rb
@@ -0,0 +1,18 @@
+module Account::Linkable
+  extend ActiveSupport::Concern
+
+  included do
+    belongs_to :plaid_account, optional: true
+  end
+
+  # A "linked" account gets transaction and balance data from a third party like Plaid
+  def linked?
+    plaid_account_id.present?
+  end
+
+  # An "offline" or "unlinked" account is one where the user tracks values and
+  # adds transactions manually, without the help of a data provider
+  def unlinked?
+    !linked?
+  end
+end
--- a/app/models/account/syncer.rb
+++ b/app/models/account/syncer.rb
@@ -1,134 +0,0 @@
-class Account::Syncer
-  def initialize(account, start_date: nil)
-    @account = account
-    @start_date = start_date
-  end
-
-  def run
-    account.family.auto_match_transfers!
-
-    holdings = sync_holdings
-    balances = sync_balances(holdings)
-    account.reload
-    update_account_info(balances, holdings) unless account.plaid_account_id.present?
-    convert_records_to_family_currency(balances, holdings) unless account.currency == account.family.currency
-
-    # Enrich if user opted in or if we're syncing transactions from a Plaid account on the hosted app
-    if account.family.data_enrichment_enabled? || (account.plaid_account_id.present? && Rails.application.config.app_mode.hosted?)
-      account.enrich_data
-    else
-      Rails.logger.info("Data enrichment is disabled, skipping enrichment for account #{account.id}")
-    end
-  end
-
-  private
-    attr_reader :account, :start_date
-
-    def account_start_date
-      @account_start_date ||= (account.entries.chronological.first&.date || Date.current) - 1.day
-    end
-
-    def update_account_info(balances, holdings)
-      new_balance = balances.sort_by(&:date).last.balance
-      new_holdings_value = holdings.select { |h| h.date == Date.current }.sum(&:amount)
-      new_cash_balance = new_balance - new_holdings_value
-
-      account.update!(
-        balance: new_balance,
-        cash_balance: new_cash_balance
-      )
-    end
-
-    def sync_holdings
-      calculator = Account::HoldingCalculator.new(account)
-      calculated_holdings = calculator.calculate(reverse: account.plaid_account_id.present?)
-
-      current_time = Time.now
-
-      Account.transaction do
-        load_holdings(calculated_holdings)
-
-        # Purge outdated holdings
-        account.holdings.delete_by("date < ? OR security_id NOT IN (?)", account_start_date, calculated_holdings.map(&:security_id))
-      end
-
-      calculated_holdings
-    end
-
-    def sync_balances(holdings)
-      calculator = Account::BalanceCalculator.new(account, holdings: holdings)
-      calculated_balances = calculator.calculate(reverse: account.plaid_account_id.present?, start_date: start_date)
-
-      Account.transaction do
-        load_balances(calculated_balances)
-
-        # Purge outdated balances
-        account.balances.delete_by("date < ?", account_start_date)
-      end
-
-      calculated_balances
-    end
-
-    def convert_records_to_family_currency(balances, holdings)
-      from_currency = account.currency
-      to_currency = account.family.currency
-
-      exchange_rates = ExchangeRate.find_rates(
-        from: from_currency,
-        to: to_currency,
-        start_date: balances.min_by(&:date).date
-      )
-
-      converted_balances = balances.map do |balance|
-        exchange_rate = exchange_rates.find { |er| er.date == balance.date }
-
-        next unless exchange_rate.present?
-
-        account.balances.build(
-          date: balance.date,
-          balance: exchange_rate.rate * balance.balance,
-          currency: to_currency
-        )
-      end.compact
-
-      converted_holdings = holdings.map do |holding|
-        exchange_rate = exchange_rates.find { |er| er.date == holding.date }
-
-        next unless exchange_rate.present?
-
-        account.holdings.build(
-          security: holding.security,
-          date: holding.date,
-          qty: holding.qty,
-          price: exchange_rate.rate * holding.price,
-          amount: exchange_rate.rate * holding.amount,
-          currency: to_currency
-        )
-      end.compact
-
-      Account.transaction do
-        load_balances(converted_balances)
-        load_holdings(converted_holdings)
-      end
-    end
-
-    def load_balances(balances = [])
-      current_time = Time.now
-      account.balances.upsert_all(
-        balances.map { |b| b.attributes
-               .slice("date", "balance", "cash_balance", "currency")
-               .merge("updated_at" => current_time) },
-        unique_by: %i[account_id date currency]
-      )
-    end
-
-    def load_holdings(holdings = [])
-      current_time = Time.now
-      account.holdings.upsert_all(
-        holdings.map { |h| h.attributes
-               .slice("date", "currency", "qty", "price", "amount", "security_id")
-               .merge("updated_at" => current_time) },
-        unique_by: %i[account_id security_id date currency]
-      )
-    end
-end
--- a/app/models/account/trade_builder.rb
+++ b/app/models/account/trade_builder.rb
@@ -2,7 +2,7 @@ class Account::TradeBuilder
  include ActiveModel::Model

  attr_accessor :account, :date, :amount, :currency, :qty,
-                :price, :ticker, :type, :transfer_account_id
+                :price, :ticker, :manual_ticker, :type, :transfer_account_id

  attr_reader :buildable

@@ -110,8 +110,9 @@ class Account::TradeBuilder
      account.family
    end

+    # Users can either look up a ticker from our provider (Synth) or enter a manual, "offline" ticker (that we won't fetch prices for)
    def security
-      ticker_symbol, exchange_operating_mic = ticker.split("|")
+      ticker_symbol, exchange_operating_mic = ticker.present? ? ticker.split("|") : [ manual_ticker, nil ]

      Security.find_or_create_by(ticker: ticker_symbol, exchange_operating_mic: exchange_operating_mic) do |s|
        FetchSecurityInfoJob.perform_later(s.id)
--- a/app/models/account/transaction_search.rb
+++ b/app/models/account/transaction_search.rb
@@ -14,39 +14,88 @@ class Account::TransactionSearch
  attribute :merchants, array: true
  attribute :tags, array: true

-  # Returns array of Account::Entry objects to stay consistent with partials, which only deal with Account::Entry
  def build_query(scope)
    query = scope.joins(entry: :account)
+                 .joins(transfer_join)

-    if types.present? && types.exclude?("transfer")
-      query = query.joins("LEFT JOIN transfers ON transfers.inflow_transaction_id = account_entries.id OR transfers.outflow_transaction_id = account_entries.id")
-        .where("transfers.id IS NULL")
-    end
-
-    if categories.present?
-      if categories.exclude?("Uncategorized")
-        query = query
-                  .joins(:category)
-                  .where(categories: { name: categories })
-      else
-        query = query
-                  .left_joins(:category)
-                  .where(categories: { name: categories })
-                  .or(query.where(category_id: nil))
-      end
-    end
-
-    query = query.joins(:merchant).where(merchants: { name: merchants }) if merchants.present?
-
-    query = query.joins(:tags).where(tags: { name: tags }) if tags.present?
-
-    # Apply common entry search filters
+    query = apply_category_filter(query, categories)
+    query = apply_type_filter(query, types)
+    query = apply_merchant_filter(query, merchants)
+    query = apply_tag_filter(query, tags)
    query = Account::EntrySearch.apply_search_filter(query, search)
    query = Account::EntrySearch.apply_date_filters(query, start_date, end_date)
-    query = Account::EntrySearch.apply_type_filter(query, types)
    query = Account::EntrySearch.apply_amount_filter(query, amount, amount_operator)
    query = Account::EntrySearch.apply_accounts_filter(query, accounts, account_ids)

    query
  end
+
+  private
+    def transfer_join
+      <<~SQL
+        LEFT JOIN (
+          SELECT t.*, t.id as transfer_id, a.accountable_type
+          FROM transfers t
+          JOIN account_entries ae ON ae.entryable_id = t.inflow_transaction_id
+          AND ae.entryable_type = 'Account::Transaction'
+        JOIN accounts a ON a.id = ae.account_id
+        ) transfer_info ON (
+          transfer_info.inflow_transaction_id = account_transactions.id OR
+            transfer_info.outflow_transaction_id = account_transactions.id
+        )
+      SQL
+    end
+
+    def apply_category_filter(query, categories)
+      return query unless categories.present?
+
+      query = query.left_joins(:category).where(
+        "categories.name IN (?) OR (
+        categories.id IS NULL AND (transfer_info.transfer_id IS NULL OR transfer_info.accountable_type = 'Loan')
+      )",
+        categories
+      )
+
+      if categories.exclude?("Uncategorized")
+        query = query.where.not(category_id: nil)
+      end
+
+      query
+    end
+
+    def apply_type_filter(query, types)
+      return query unless types.present?
+      return query if types.sort == [ "expense", "income", "transfer" ]
+
+      transfer_condition = "transfer_info.transfer_id IS NOT NULL"
+      expense_condition = "account_entries.amount >= 0"
+      income_condition = "account_entries.amount <= 0"
+
+      condition = case types.sort
+      when [ "transfer" ]
+        transfer_condition
+      when [ "expense" ]
+        Arel.sql("#{expense_condition} AND NOT (#{transfer_condition})")
+      when [ "income" ]
+        Arel.sql("#{income_condition} AND NOT (#{transfer_condition})")
+      when [ "expense", "transfer" ]
+        Arel.sql("#{expense_condition} OR #{transfer_condition}")
+      when [ "income", "transfer" ]
+        Arel.sql("#{income_condition} OR #{transfer_condition}")
+      when [ "expense", "income" ]
+        Arel.sql("NOT (#{transfer_condition})")
+      end
+
+      query.where(condition)
+    end
+
+    def apply_merchant_filter(query, merchants)
+      return query unless merchants.present?
+      query.joins(:merchant).where(merchants: { name: merchants })
+    end
+
+    def apply_tag_filter(query, tags)
+      return query unless tags.present?
+      query.joins(:tags).where(tags: { name: tags })
+    end
 end
--- a/app/models/budget.rb
+++ b/app/models/budget.rb
@@ -54,7 +54,7 @@ class Budget < ApplicationRecord
  end

  def period
-    Period.new(start_date: start_date, end_date: end_date)
+    Period.custom(start_date: start_date, end_date: end_date)
  end

  def to_param
@@ -100,11 +100,11 @@ class Budget < ApplicationRecord
  end

  def income_category_totals
-    income_totals.category_totals.reject { |ct| ct.category.subcategory? }.sort_by(&:weight).reverse
+    income_totals.category_totals.reject { |ct| ct.category.subcategory? || ct.total.zero? }.sort_by(&:weight).reverse
  end

  def expense_category_totals
-    expense_totals.category_totals.reject { |ct| ct.category.subcategory? }.sort_by(&:weight).reverse
+    expense_totals.category_totals.reject { |ct| ct.category.subcategory? || ct.total.zero? }.sort_by(&:weight).reverse
  end

  def current?
--- a/app/models/category.rb
+++ b/app/models/category.rb
@@ -8,13 +8,13 @@ class Category < ApplicationRecord
  has_many :subcategories, class_name: "Category", foreign_key: :parent_id, dependent: :nullify
  belongs_to :parent, class_name: "Category", optional: true

-  validates :name, :color, :family, presence: true
+  validates :name, :color, :lucide_icon, :family, presence: true
  validates :name, uniqueness: { scope: :family_id }

  validate :category_level_limit
  validate :nested_category_matches_parent_classification

-  before_create :inherit_color_from_parent
+  before_save :inherit_color_from_parent

  scope :alphabetically, -> { order(:name) }
  scope :roots, -> { where(parent_id: nil) }
--- a/app/models/chat.rb
+++ b/app/models/chat.rb
@@ -0,0 +1,61 @@
+class Chat < ApplicationRecord
+  belongs_to :user
+  has_many :messages, dependent: :destroy
+  has_one :user_current_chat, class_name: "User", foreign_key: :current_chat_id, dependent: :nullify
+
+  validates :title, presence: true
+
+  scope :ordered, -> { order(created_at: :desc) }
+
+  class << self
+    def create_with_defaults!
+      create!(
+        title: "New chat #{Time.current.strftime("%Y-%m-%d %H:%M:%S")}",
+        messages: [
+          Message.new(
+            role: "system",
+            content: "You are a helpful personal finance assistant.",
+          )
+        ]
+      )
+    end
+  end
+
+  def generate_next_ai_response
+    if messages.conversation.ordered.last&.role == "assistant"
+      Rails.logger.info("Skipping response because last message was an assistant message")
+      return
+    end
+
+    openai.chat(
+      parameters: {
+        model: "gpt-4o-mini",
+        stream: streamer,
+        n: 1,
+        messages: messages.conversation.order(:created_at).map do |message|
+          {
+            role: message.role,
+            content: message.content
+          }
+        end
+      }
+    )
+  end
+
+  private
+    def openai
+      OpenAI::Client.new(access_token: ENV["OPENAI_ACCESS_TOKEN"])
+    end
+
+    def streamer
+      message = messages.create!(
+        role: "assistant",
+        content: ""
+      )
+
+      proc do |chunk, _bytesize|
+        new_content = chunk.dig("choices", 0, "delta", "content")
+        message.update(content: message.content + new_content) if new_content
+      end
+    end
+end
--- a/app/models/concerns/providable.rb
+++ b/app/models/concerns/providable.rb
@@ -1,35 +0,0 @@
-# `Providable` serves as an extension point for integrating multiple providers.
-# For an example of a multi-provider, multi-concept implementation,
-# see: https://github.com/maybe-finance/maybe/pull/561
-
-module Providable
-  extend ActiveSupport::Concern
-
-  class_methods do
-    def security_prices_provider
-      synth_provider
-    end
-
-    def security_info_provider
-      synth_provider
-    end
-
-    def exchange_rates_provider
-      synth_provider
-    end
-
-    def git_repository_provider
-      Provider::Github.new
-    end
-
-    def synth_provider
-      api_key = self_hosted? ? Setting.synth_api_key : ENV["SYNTH_API_KEY"]
-      api_key.present? ? Provider::Synth.new(api_key) : nil
-    end
-
-    private
-      def self_hosted?
-        Rails.application.config.app_mode.self_hosted?
-      end
-  end
-end
--- a/app/models/concerns/synthable.rb
+++ b/app/models/concerns/synthable.rb
@@ -0,0 +1,37 @@
+module Synthable
+  extend ActiveSupport::Concern
+
+  class_methods do
+    def synth_usage
+      synth_client&.usage
+    end
+
+    def synth_overage?
+      synth_usage&.usage&.utilization.to_i >= 100
+    end
+
+    def synth_healthy?
+      synth_client&.healthy?
+    end
+
+    def synth_client
+      api_key = ENV.fetch("SYNTH_API_KEY", Setting.synth_api_key)
+
+      return nil unless api_key.present?
+
+      Provider::Synth.new(api_key)
+    end
+  end
+
+  def synth_client
+    self.class.synth_client
+  end
+
+  def synth_usage
+    self.class.synth_usage
+  end
+
+  def synth_overage?
+    self.class.synth_overage?
+  end
+end
--- a/app/models/demo/generator.rb
+++ b/app/models/demo/generator.rb
@@ -61,30 +61,83 @@ class Demo::Generator
    puts "Demo data loaded successfully!"
  end

-  def generate_multi_currency_data!
+  def generate_basic_budget_data!(family_names)
    puts "Clearing existing data..."

    destroy_everything!

    puts "Data cleared"

-    create_family_and_user!("Demo Family 1", "user@maybe.local", currency: "EUR")
-
-    family = Family.find_by(name: "Demo Family 1")
+    family_names.each_with_index do |family_name, index|
+      create_family_and_user!(family_name, "user#{index == 0 ? "" : index + 1}@maybe.local")
+    end

    puts "Users reset"

-    usd_checking = family.accounts.create!(name: "USD Checking", currency: "USD", balance: 10000, accountable: Depository.new)
-    eur_checking = family.accounts.create!(name: "EUR Checking", currency: "EUR", balance: 4900, accountable: Depository.new)
+    family_names.each do |family_name|
+      family = Family.find_by(name: family_name)

-    puts "Accounts created"
+      ActiveRecord::Base.transaction do
+        # Create parent categories
+        food = family.categories.create!(name: "Food & Drink", color: COLORS.sample, classification: "expense")
+        transport = family.categories.create!(name: "Transportation", color: COLORS.sample, classification: "expense")

-    create_transaction!(account: usd_checking, amount: -11000, currency: "USD", name: "USD income Transaction")
-    create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
-    create_transaction!(account: eur_checking, amount: -5000, currency: "EUR", name: "EUR income Transaction")
-    create_transaction!(account: eur_checking, amount: 100, currency: "EUR", name: "EUR expense Transaction")
+        # Create subcategory
+        restaurants = family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, classification: "expense")

-    puts "Transactions created"
+        # Create checking account
+        checking = family.accounts.create!(
+          accountable: Depository.new,
+          name: "Demo Checking",
+          balance: 3000,
+          currency: "USD"
+        )
+
+        # Create one transaction for each category
+        create_transaction!(account: checking, amount: 100, name: "Grocery Store", category: food, date: 2.days.ago)
+        create_transaction!(account: checking, amount: 50, name: "Restaurant Meal", category: restaurants, date: 1.day.ago)
+        create_transaction!(account: checking, amount: 20, name: "Gas Station", category: transport, date: Date.current)
+      end
+
+      puts "Basic budget data created for #{family_name}"
+    end
+
+    puts "Demo data loaded successfully!"
+  end
+
+  def generate_multi_currency_data!(family_names)
+    puts "Clearing existing data..."
+
+    destroy_everything!
+
+    puts "Data cleared"
+
+    family_names.each_with_index do |family_name, index|
+      create_family_and_user!(family_name, "user#{index == 0 ? "" : index + 1}@maybe.local", currency: "EUR")
+    end
+
+    puts "Users reset"
+
+    family_names.each do |family_name|
+      puts "Generating demo data for #{family_name}"
+      family = Family.find_by(name: family_name)
+
+      usd_checking = family.accounts.create!(name: "USD Checking", currency: "USD", balance: 10000, accountable: Depository.new)
+      eur_checking = family.accounts.create!(name: "EUR Checking", currency: "EUR", balance: 4900, accountable: Depository.new)
+      eur_credit_card = family.accounts.create!(name: "EUR Credit Card", currency: "EUR", balance: 2300, accountable: CreditCard.new)
+
+      create_transaction!(account: eur_credit_card, amount: 1000, currency: "EUR", name: "EUR cc expense 1")
+      create_transaction!(account: eur_credit_card, amount: 1000, currency: "EUR", name: "EUR cc expense 2")
+      create_transaction!(account: eur_credit_card, amount: 300, currency: "EUR", name: "EUR cc expense 3")
+
+      create_transaction!(account: usd_checking, amount: -11000, currency: "USD", name: "USD income Transaction")
+      create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
+      create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
+      create_transaction!(account: eur_checking, amount: -5000, currency: "EUR", name: "EUR income Transaction")
+      create_transaction!(account: eur_checking, amount: 100, currency: "EUR", name: "EUR expense Transaction")
+
+      puts "Transactions created for #{family_name}"
+    end

    puts "Demo data loaded successfully!"
  end
@@ -142,9 +195,9 @@ class Demo::Generator
      family.categories.bootstrap_defaults

      food = family.categories.find_by(name: "Food & Drink")
-      family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, classification: "expense")
-      family.categories.create!(name: "Groceries", parent: food, color: COLORS.sample, classification: "expense")
-      family.categories.create!(name: "Alcohol & Bars", parent: food, color: COLORS.sample, classification: "expense")
+      family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, lucide_icon: "utensils", classification: "expense")
+      family.categories.create!(name: "Groceries", parent: food, color: COLORS.sample, lucide_icon: "shopping-cart", classification: "expense")
+      family.categories.create!(name: "Alcohol & Bars", parent: food, color: COLORS.sample, lucide_icon: "beer", classification: "expense")
    end

    def create_merchants!(family)
--- a/app/models/exchange_rate/provided.rb
+++ b/app/models/exchange_rate/provided.rb
@@ -1,19 +1,18 @@
 module ExchangeRate::Provided
  extend ActiveSupport::Concern

-  include Providable
+  include Synthable

  class_methods do
-    def provider_healthy?
-      exchange_rates_provider.present? && exchange_rates_provider.healthy?
+    def provider
+      synth_client
    end

    private
-
      def fetch_rates_from_provider(from:, to:, start_date:, end_date: Date.current, cache: false)
-        return [] unless exchange_rates_provider.present?
+        return [] unless provider.present?

-        response = exchange_rates_provider.fetch_exchange_rates \
+        response = provider.fetch_exchange_rates \
          from: from,
          to: to,
          start_date: start_date,
@@ -38,9 +37,9 @@ module ExchangeRate::Provided
      end

      def fetch_rate_from_provider(from:, to:, date:, cache: false)
-        return nil unless exchange_rates_provider.present?
+        return nil unless provider.present?

-        response = exchange_rates_provider.fetch_exchange_rate \
+        response = provider.fetch_exchange_rate \
          from: from,
          to: to,
          date: date
--- a/app/models/family.rb
+++ b/app/models/family.rb
@@ -1,5 +1,5 @@
 class Family < ApplicationRecord
-  include Providable, Plaidable, Syncable, AutoTransferMatchable
+  include Synthable, Plaidable, Syncable, AutoTransferMatchable

  DATE_FORMATS = [
    [ "MM-DD-YYYY", "%m-%d-%Y" ],
@@ -92,22 +92,25 @@ class Family < ApplicationRecord
    ).link_token
  end

-  def synth_usage
-    self.class.synth_provider&.usage
-  end
-
-  def synth_overage?
-    self.class.synth_provider&.usage&.utilization.to_i >= 100
-  end
-
-  def synth_valid?
-    self.class.synth_provider&.healthy?
-  end
-
  def subscribed?
    stripe_subscription_status == "active"
  end

+  def requires_data_provider?
+    # If family has any trades, they need a provider for historical prices
+    return true if trades.any?
+
+    # If family has any accounts not denominated in the family's currency, they need a provider for historical exchange rates
+    return true if accounts.where.not(currency: self.currency).any?
+
+    # If family has any entries in different currencies, they need a provider for historical exchange rates
+    uniq_currencies = entries.pluck(:currency).uniq
+    return true if uniq_currencies.count > 1
+    return true if uniq_currencies.count > 0 && uniq_currencies.first != self.currency
+
+    false
+  end
+
  def primary_user
    users.order(:created_at).first
  end
--- a/app/models/import.rb
+++ b/app/models/import.rb
@@ -1,6 +1,7 @@
 class Import < ApplicationRecord
  TYPES = %w[TransactionImport TradeImport AccountImport MintImport].freeze
  SIGNAGE_CONVENTIONS = %w[inflows_positive inflows_negative]
+  SEPARATORS = [ [ "Comma (,)", "," ], [ "Semicolon (;)", ";" ] ].freeze

  NUMBER_FORMATS = {
    "1,234.56" => { separator: ".", delimiter: "," },  # US/UK/Asia
@@ -10,6 +11,7 @@ class Import < ApplicationRecord
  }.freeze

  belongs_to :family
+  belongs_to :account, optional: true

  before_validation :set_default_number_format

@@ -25,7 +27,7 @@ class Import < ApplicationRecord
  }, validate: true, default: "pending"

  validates :type, inclusion: { in: TYPES }
-  validates :col_sep, inclusion: { in: [ ",", ";" ] }
+  validates :col_sep, inclusion: { in: SEPARATORS.map(&:last) }
  validates :signage_convention, inclusion: { in: SIGNAGE_CONVENTIONS }
  validates :number_format, presence: true, inclusion: { in: NUMBER_FORMATS.keys }

@@ -34,6 +36,18 @@ class Import < ApplicationRecord
  has_many :accounts, dependent: :destroy
  has_many :entries, dependent: :destroy, class_name: "Account::Entry"

+  class << self
+    def parse_csv_str(csv_str, col_sep: ",")
+      CSV.parse(
+        (csv_str || "").strip,
+        headers: true,
+        col_sep: col_sep,
+        converters: [ ->(str) { str&.strip } ],
+        liberal_parsing: true
+      )
+    end
+  end
+
  def publish_later
    raise "Import is not publishable" unless publishable?

@@ -86,12 +100,17 @@ class Import < ApplicationRecord
  end

  def dry_run
-    {
+    mappings = {
      transactions: rows.count,
-      accounts: Import::AccountMapping.for_import(self).creational.count,
      categories: Import::CategoryMapping.for_import(self).creational.count,
      tags: Import::TagMapping.for_import(self).creational.count
    }
+
+    mappings.merge(
+      accounts: Import::AccountMapping.for_import(self).creational.count,
+    ) if account.nil?
+
+    mappings
  end

  def required_column_keys
@@ -127,8 +146,20 @@ class Import < ApplicationRecord
  end

  def sync_mappings
-    mapping_steps.each do |mapping|
-      mapping.sync(self)
+    transaction do
+      mapping_steps.each do |mapping_class|
+        mappables_by_key = mapping_class.mappables_by_key(self)
+
+        updated_mappings = mappables_by_key.map do |key, mappable|
+          mapping = mappings.find_or_initialize_by(key: key, import: self, type: mapping_class.name)
+          mapping.mappable = mappable
+          mapping.create_when_empty = key.present? && mappable.nil?
+          mapping
+        end
+
+        updated_mappings.each { |m| m.save(validate: false) }
+        mapping_class.where.not(id: updated_mappings.map(&:id)).destroy_all
+      end
    end
  end

@@ -164,6 +195,28 @@ class Import < ApplicationRecord
    family.accounts.empty? && has_unassigned_account?
  end

+  # Used to optionally pre-fill the configuration for the current import
+  def suggested_template
+    family.imports
+          .complete
+          .where(account: account, type: type)
+          .order(created_at: :desc)
+          .first
+  end
+
+  def apply_template!(import_template)
+    update!(
+      import_template.attributes.slice(
+        "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", "number_format",
+        "exchange_operating_mic_col_label"
+      )
+    )
+  end
+
  private
    def import!
      # no-op, subclasses can implement for customization of algorithm
@@ -178,12 +231,7 @@ class Import < ApplicationRecord
    end

    def parsed_csv
-      @parsed_csv ||= CSV.parse(
-        (raw_file_str || "").strip,
-        headers: true,
-        col_sep: col_sep,
-        converters: [ ->(str) { str&.strip } ]
-      )
+      @parsed_csv ||= self.class.parse_csv_str(raw_file_str, col_sep: col_sep)
    end

    def sanitize_number(value)
--- a/app/models/import/account_mapping.rb
+++ b/app/models/import/account_mapping.rb
@@ -1,9 +1,12 @@
 class Import::AccountMapping < Import::Mapping
-  validates :mappable, presence: true, if: -> { key.blank? || !create_when_empty }
+  validates :mappable, presence: true, if: :requires_mapping?

  class << self
-    def mapping_values(import)
-      import.rows.map(&:account).uniq
+    def mappables_by_key(import)
+      unique_values = import.rows.map(&:account).uniq
+      accounts = import.family.accounts.where(name: unique_values).index_by(&:name)
+
+      unique_values.index_with { |value| accounts[value] }
    end
  end

@@ -42,4 +45,9 @@ class Import::AccountMapping < Import::Mapping
    self.mappable = account
    save!
  end
+
+  private
+    def requires_mapping?
+      (key.blank? || !create_when_empty) && import.account.nil?
+    end
 end
--- a/app/models/import/account_type_mapping.rb
+++ b/app/models/import/account_type_mapping.rb
@@ -2,8 +2,8 @@ class Import::AccountTypeMapping < Import::Mapping
  validates :value, presence: true

  class << self
-    def mapping_values(import)
-      import.rows.map(&:entity_type).uniq
+    def mappables_by_key(import)
+      import.rows.map(&:entity_type).uniq.index_with { nil }
    end
  end

--- a/app/models/import/category_mapping.rb
+++ b/app/models/import/category_mapping.rb
@@ -1,7 +1,10 @@
 class Import::CategoryMapping < Import::Mapping
  class << self
-    def mapping_values(import)
-      import.rows.map(&:category).uniq
+    def mappables_by_key(import)
+      unique_values = import.rows.map(&:category).uniq
+      categories = import.family.categories.where(name: unique_values).index_by(&:name)
+
+      unique_values.index_with { |value| categories[value] }
    end
  end

--- a/app/models/import/mapping.rb
+++ b/app/models/import/mapping.rb
@@ -18,19 +18,8 @@ class Import::Mapping < ApplicationRecord
      find_by(key: key)&.mappable
    end

-    def sync(import)
-      unique_values = mapping_values(import).uniq
-
-      unique_values.each do |value|
-        mapping = find_or_initialize_by(key: value, import: import, create_when_empty: value.present?)
-        mapping.save(validate: false) if mapping.new_record?
-      end
-
-      where(import: import).where.not(key: unique_values).destroy_all
-    end
-
-    def mapping_values(import)
-      raise NotImplementedError, "Subclass must implement mapping_values"
+    def mappables_by_key(import)
+      raise NotImplementedError, "Subclass must implement mappables_by_key"
    end
  end

--- a/app/models/import/row.rb
+++ b/app/models/import/row.rb
@@ -30,11 +30,10 @@ class Import::Row < ApplicationRecord
    end
  end

-  def sync_mappings
-    Import::CategoryMapping.sync(import) if import.column_keys.include?(:category)
-    Import::TagMapping.sync(import) if import.column_keys.include?(:tags)
-    Import::AccountMapping.sync(import) if import.column_keys.include?(:account)
-    Import::AccountTypeMapping.sync(import) if import.column_keys.include?(:entity_type)
+  def update_and_sync(params)
+    assign_attributes(params)
+    save!(validate: false)
+    import.sync_mappings
  end

  private
--- a/app/models/import/tag_mapping.rb
+++ b/app/models/import/tag_mapping.rb
@@ -1,7 +1,11 @@
 class Import::TagMapping < Import::Mapping
  class << self
-    def mapping_values(import)
-      import.rows.map(&:tags_list).flatten.uniq
+    def mappables_by_key(import)
+      unique_values = import.rows.map(&:tags_list).flatten.uniq
+
+      tags = import.family.tags.where(name: unique_values).index_by(&:name)
+
+      unique_values.index_with { |value| tags[value] }
    end
  end

--- a/app/models/income_statement.rb
+++ b/app/models/income_statement.rb
@@ -18,7 +18,7 @@ class IncomeStatement
    total_expense = result.select { |t| t.classification == "expense" }.sum(&:total)

    ScopeTotals.new(
-      transactions_count: transactions_scope.count,
+      transactions_count: result.sum(&:transactions_count),
      income_money: Money.new(total_income, family.currency),
      expense_money: Money.new(total_expense, family.currency),
      missing_exchange_rates?: result.any?(&:missing_exchange_rates?)
@@ -66,21 +66,25 @@ class IncomeStatement
      totals = totals_query(transactions_scope: family.transactions.active.in_period(period)).select { |t| t.classification == classification }
      classification_total = totals.sum(&:total)

-      category_totals = totals.map do |ct|
-        # If parent category is nil, it's a top-level category.  This means we need to
-        # sum itself + SUM(children) to get the overall category total
-        children_totals = if ct.parent_category_id.nil? && ct.category_id.present?
-          totals.select { |t| t.parent_category_id == ct.category_id }.sum(&:total)
-        else
+      uncategorized_category = family.categories.uncategorized
+
+      category_totals = [ *categories, uncategorized_category ].map do |category|
+        subcategory = categories.find { |c| c.id == category.parent_id }
+
+        parent_category_total = totals.select { |t| t.category_id == category.id }&.sum(&:total) || 0
+
+        children_totals = if category == uncategorized_category
          0
+        else
+          totals.select { |t| t.parent_category_id == category.id }&.sum(&:total) || 0
        end

-        category_total = ct.total + children_totals
+        category_total = parent_category_total + children_totals

        weight = (category_total.zero? ? 0 : category_total.to_f / classification_total) * 100

        CategoryTotal.new(
-          category: categories.find { |c| c.id == ct.category_id } || family.categories.uncategorized,
+          category: category,
          total: category_total,
          currency: family.currency,
          weight: weight,
--- a/app/models/income_statement/base_query.rb
+++ b/app/models/income_statement/base_query.rb
@@ -8,6 +8,7 @@ module IncomeStatement::BaseQuery
          date_trunc(:interval, ae.date) as date,
          CASE WHEN ae.amount < 0 THEN 'income' ELSE 'expense' END as classification,
          SUM(ae.amount * COALESCE(er.rate, 1)) as total,
+          COUNT(ae.id) as transactions_count,
          BOOL_OR(ae.currency <> :target_currency AND er.rate IS NULL) as missing_exchange_rates
        FROM (#{transactions_scope.to_sql}) at
        JOIN account_entries ae ON ae.entryable_id = at.id AND ae.entryable_type = 'Account::Transaction'
@@ -29,7 +30,7 @@ module IncomeStatement::BaseQuery
        )
        WHERE (
          transfer_info.transfer_id IS NULL OR
-          (ae.amount < 0 AND transfer_info.accountable_type = 'Loan')
+          (ae.amount > 0 AND transfer_info.accountable_type = 'Loan')
        )
        GROUP BY 1, 2, 3, 4
      SQL
--- a/app/models/income_statement/totals.rb
+++ b/app/models/income_statement/totals.rb
@@ -13,13 +13,14 @@ class IncomeStatement::Totals
        category_id: row["category_id"],
        classification: row["classification"],
        total: row["total"],
+        transactions_count: row["transactions_count"],
        missing_exchange_rates?: row["missing_exchange_rates"]
      )
    end
  end

  private
-    TotalsRow = Data.define(:parent_category_id, :category_id, :classification, :total, :missing_exchange_rates?)
+    TotalsRow = Data.define(:parent_category_id, :category_id, :classification, :total, :transactions_count, :missing_exchange_rates?)

    def query_sql
      base_sql = base_query_sql(family: @family, interval: "day", transactions_scope: @transactions_scope)
@@ -33,7 +34,8 @@ class IncomeStatement::Totals
            category_id,
            classification,
            ABS(SUM(total)) as total,
-            BOOL_OR(missing_exchange_rates) as missing_exchange_rates
+            BOOL_OR(missing_exchange_rates) as missing_exchange_rates,
+            SUM(transactions_count) as transactions_count
        FROM base_totals
        GROUP BY 1, 2, 3;
      SQL
--- a/app/models/message.rb
+++ b/app/models/message.rb
@@ -0,0 +1,33 @@
+class Message < ApplicationRecord
+  belongs_to :chat
+
+  enum :role, { user: "user", assistant: "assistant", system: "system" }
+
+  validates :content, presence: true, allow_blank: true
+  validates :role, presence: true
+
+  scope :conversation, -> { where(debug_mode: false, role: [ :user, :assistant ]) }
+  scope :ordered, -> { order(created_at: :asc) }
+
+  after_create_commit :broadcast_to_chat
+  after_update_commit :broadcast_update_to_chat
+
+  private
+    def broadcast_to_chat
+      broadcast_append_to(
+        chat,
+        partial: "messages/message",
+        locals: { message: self },
+        target: "chat_#{chat.id}_messages"
+      )
+    end
+
+    def broadcast_update_to_chat
+      broadcast_update_to(
+        chat,
+        partial: "messages/message",
+        locals: { message: self },
+        target: "message_#{self.id}"
+      )
+    end
+end
--- a/app/models/period.rb
+++ b/app/models/period.rb
@@ -1,9 +1,12 @@
 class Period
  include ActiveModel::Validations, Comparable

-  attr_reader :start_date, :end_date
+  class InvalidKeyError < StandardError; end

-  validates :start_date, :end_date, presence: true
+  attr_reader :key, :start_date, :end_date
+
+  validates :start_date, :end_date, presence: true, if: -> { PERIODS[key].nil? }
+  validates :key, presence: true, if: -> { start_date.nil? || end_date.nil? }
  validate :must_be_valid_date_range

  PERIODS = {
@@ -64,18 +67,18 @@ class Period
  }

  class << self
-    def default
-      from_key("last_30_days")
+    def from_key(key)
+      unless PERIODS.key?(key)
+        raise InvalidKeyError, "Invalid period key: #{key}"
+      end
+
+      start_date, end_date = PERIODS[key].fetch(:date_range)
+
+      new(key: key, start_date: start_date, end_date: end_date)
    end

-    def from_key(key, fallback: false)
-      if PERIODS[key].present?
-        start_date, end_date = PERIODS[key].fetch(:date_range)
-        new(start_date: start_date, end_date: end_date)
-      else
-        return default if fallback
-        raise ArgumentError, "Invalid period key: #{key}"
-      end
+    def custom(start_date:, end_date:)
+      new(start_date: start_date, end_date: end_date)
    end

    def all
@@ -85,12 +88,12 @@ class Period

  PERIODS.each do |key, period|
    define_singleton_method(key) do
-      start_date, end_date = period.fetch(:date_range)
-      new(start_date: start_date, end_date: end_date)
+      from_key(key)
    end
  end

-  def initialize(start_date:, end_date:, date_format: "%b %d, %Y")
+  def initialize(start_date: nil, end_date: nil, key: nil, date_format: "%b %d, %Y")
+    @key = key
    @start_date = start_date
    @end_date = end_date
    @date_format = date_format
@@ -114,44 +117,40 @@ class Period
  end

  def interval
-    if days > 90
-      "1 month"
+    if days > 366
+      "1 week"
    else
      "1 day"
    end
  end

-  def key
-    PERIODS.find { |_, period| period.fetch(:date_range) == [ start_date, end_date ] }&.first
-  end
-
  def label
-    if known?
-      PERIODS[key].fetch(:label)
+    if key_metadata
+      key_metadata.fetch(:label)
    else
      "Custom Period"
    end
  end

  def label_short
-    if known?
-      PERIODS[key].fetch(:label_short)
+    if key_metadata
+      key_metadata.fetch(:label_short)
    else
-      "CP"
+      "Custom"
    end
  end

  def comparison_label
-    if known?
-      PERIODS[key].fetch(:comparison_label)
+    if key_metadata
+      key_metadata.fetch(:comparison_label)
    else
      "#{start_date.strftime(@date_format)} to #{end_date.strftime(@date_format)}"
    end
  end

  private
-    def known?
-      key.present?
+    def key_metadata
+      @key_metadata ||= PERIODS[key]
    end

    def must_be_valid_date_range
--- a/app/models/plaid_account.rb
+++ b/app/models/plaid_account.rb
@@ -20,7 +20,7 @@ class PlaidAccount < ApplicationRecord
      find_or_create_by!(plaid_id: plaid_data.account_id) do |a|
        a.account = family.accounts.new(
          name: plaid_data.name,
-          balance: plaid_data.balances.current,
+          balance: plaid_data.balances.current || plaid_data.balances.available,
          currency: plaid_data.balances.iso_currency_code,
          accountable: TYPE_MAPPING[plaid_data.type].new
        )
--- a/app/models/plaid_item.rb
+++ b/app/models/plaid_item.rb
@@ -41,8 +41,16 @@ class PlaidItem < ApplicationRecord
    update!(last_synced_at: Time.current)

    begin
+      Rails.logger.info("Fetching and loading Plaid data")
      plaid_data = fetch_and_load_plaid_data
      update!(status: :good) if requires_update?
+
+      # Schedule account syncs
+      accounts.each do |account|
+        account.sync_later(start_date: start_date)
+      end
+
+      Rails.logger.info("Plaid data fetched and loaded")
      plaid_data
    rescue Plaid::ApiError => e
      handle_plaid_error(e)
@@ -83,12 +91,17 @@ class PlaidItem < ApplicationRecord
  private
    def fetch_and_load_plaid_data
      data = {}
+
+      # Log what we're about to fetch
+      Rails.logger.info "Starting Plaid data fetch (accounts, transactions, investments, liabilities)"
+
      item = plaid_provider.get_item(access_token).item
      update!(available_products: item.available_products, billed_products: item.billed_products)

-      # Fetch and store institution details
+      # Institution details
      if item.institution_id.present?
        begin
+          Rails.logger.info "Fetching Plaid institution details for #{item.institution_id}"
          institution = plaid_provider.get_institution(item.institution_id)
          update!(
            institution_id: item.institution_id,
@@ -96,12 +109,14 @@ class PlaidItem < ApplicationRecord
            institution_color: institution.institution.primary_color
          )
        rescue Plaid::ApiError => e
-          Rails.logger.warn("Error fetching institution details for item #{id}: #{e.message}")
+          Rails.logger.warn "Failed to fetch Plaid institution details: #{e.message}"
        end
      end

+      # Accounts
      fetched_accounts = plaid_provider.get_item_accounts(self).accounts
      data[:accounts] = fetched_accounts || []
+      Rails.logger.info "Processing Plaid accounts (count: #{fetched_accounts.size})"

      internal_plaid_accounts = fetched_accounts.map do |account|
        internal_plaid_account = plaid_accounts.find_or_create_from_plaid_data!(account, family)
@@ -109,10 +124,12 @@ class PlaidItem < ApplicationRecord
        internal_plaid_account
      end

+      # Transactions
      fetched_transactions = safe_fetch_plaid_data(:get_item_transactions)
      data[:transactions] = fetched_transactions || []

      if fetched_transactions
+        Rails.logger.info "Processing Plaid transactions (added: #{fetched_transactions.added.size}, modified: #{fetched_transactions.modified.size}, removed: #{fetched_transactions.removed.size})"
        transaction do
          internal_plaid_accounts.each do |internal_plaid_account|
            added = fetched_transactions.added.select { |t| t.account_id == internal_plaid_account.plaid_id }
@@ -126,10 +143,12 @@ class PlaidItem < ApplicationRecord
        end
      end

+      # Investments
      fetched_investments = safe_fetch_plaid_data(:get_item_investments)
      data[:investments] = fetched_investments || []

      if fetched_investments
+        Rails.logger.info "Processing Plaid investments (transactions: #{fetched_investments.transactions.size}, holdings: #{fetched_investments.holdings.size}, securities: #{fetched_investments.securities.size})"
        transaction do
          internal_plaid_accounts.each do |internal_plaid_account|
            transactions = fetched_investments.transactions.select { |t| t.account_id == internal_plaid_account.plaid_id }
@@ -141,10 +160,12 @@ class PlaidItem < ApplicationRecord
        end
      end

+      # Liabilities
      fetched_liabilities = safe_fetch_plaid_data(:get_item_liabilities)
      data[:liabilities] = fetched_liabilities || []

      if fetched_liabilities
+        Rails.logger.info "Processing Plaid liabilities (credit: #{fetched_liabilities.credit&.size || 0}, mortgage: #{fetched_liabilities.mortgage&.size || 0}, student: #{fetched_liabilities.student&.size || 0})"
        transaction do
          internal_plaid_accounts.each do |internal_plaid_account|
            credit = fetched_liabilities.credit&.find { |l| l.account_id == internal_plaid_account.plaid_id }
--- a/app/models/security.rb
+++ b/app/models/security.rb
@@ -1,5 +1,6 @@
 class Security < ApplicationRecord
-  include Providable
+  include Provided
+
  before_save :upcase_ticker

  has_many :trades, dependent: :nullify, class_name: "Account::Trade"
@@ -8,17 +9,6 @@ class Security < ApplicationRecord
  validates :ticker, presence: true
  validates :ticker, uniqueness: { scope: :exchange_operating_mic, case_sensitive: false }

-  class << self
-    def search(query)
-      security_prices_provider.search_securities(
-        query: query[:search],
-        dataset: "limited",
-        country_code: query[:country],
-        exchange_operating_mic: query[:exchange_operating_mic]
-      ).securities.map { |attrs| new(**attrs) }
-    end
-  end
-
  def current_price
    @current_price ||= Security::Price.find_price(security: self, date: Date.current)
    return nil if @current_price.nil?
--- a/app/models/security/price/provided.rb
+++ b/app/models/security/price/provided.rb
@@ -1,18 +1,21 @@
 module Security::Price::Provided
  extend ActiveSupport::Concern

-  include Providable
+  include Synthable

  class_methods do
-    private
+    def provider
+      synth_client
+    end

+    private
      def fetch_price_from_provider(security:, date:, cache: false)
-        return nil unless security_prices_provider.present?
+        return nil unless provider.present?
        return nil unless security.has_prices?

-        response = security_prices_provider.fetch_security_prices \
+        response = provider.fetch_security_prices \
          ticker: security.ticker,
-          mic_code: security.exchange_mic,
+          mic_code: security.exchange_operating_mic,
          start_date: date,
          end_date: date

@@ -31,13 +34,13 @@ module Security::Price::Provided
      end

      def fetch_prices_from_provider(security:, start_date:, end_date:, cache: false)
-        return [] unless security_prices_provider.present?
+        return [] unless provider.present?
        return [] unless security
        return [] unless security.has_prices?

-        response = security_prices_provider.fetch_security_prices \
+        response = provider.fetch_security_prices \
          ticker: security.ticker,
-          mic_code: security.exchange_mic,
+          mic_code: security.exchange_operating_mic,
          start_date: start_date,
          end_date: end_date

--- a/app/models/security/provided.rb
+++ b/app/models/security/provided.rb
@@ -0,0 +1,28 @@
+module Security::Provided
+  extend ActiveSupport::Concern
+
+  include Synthable
+
+  class_methods do
+    def provider
+      synth_client
+    end
+
+    def search_provider(query)
+      return [] if query[:search].blank? || query[:search].length < 2
+
+      response = provider.search_securities(
+        query: query[:search],
+        dataset: "limited",
+        country_code: query[:country],
+        exchange_operating_mic: query[:exchange_operating_mic]
+      )
+
+      if response.success?
+        response.securities.map { |attrs| new(**attrs) }
+      else
+        []
+      end
+    end
+  end
+end
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Zach Gollwitzer	3f9858a67f	Add streaming chat	2025-03-12 14:06:42 -04:00
Zach Gollwitzer	d1b83541c1	AI chat layout skeleton	2025-03-12 12:39:16 -04:00
Zach Gollwitzer	dd75cadebc	Fix transaction filters when transfers are present (#1986 ) * Proper filtering of transfers in search * Fix transaction search	2025-03-11 15:38:45 -04:00
Josh Pigford	ed55ef624b	Update billing settings view and locales	2025-03-11 13:00:34 -05:00
Zach Gollwitzer	f363fd4a4e	Fix incorrect totals calculation when family has loan payments (#1984 ) * Fix income totals calculation error when loan payments exist * Include transaction totals in totals query	2025-03-11 12:37:57 -04:00
Zach Gollwitzer	b8a3ca7732	Fetch exchange rates for accounts that require conversion for net worth rollups (#1983 ) * Sync required exchange rates for accounts * Refactor into concern	2025-03-11 10:10:28 -04:00
Zach Gollwitzer	7b751ac7ca	Do not prompt upgrades until user is logged in Fixes #1982	2025-03-11 09:11:40 -04:00
Josh Pigford	15d59959cf	Fix issue of syncing notice covering up user menu	2025-03-10 11:20:58 -05:00
dependabot[bot]	c66401dc0f	Bump stripe from 13.4.1 to 13.5.0 (#1970 ) Bumps [stripe](https://github.com/stripe/stripe-ruby) from 13.4.1 to 13.5.0. - [Release notes](https://github.com/stripe/stripe-ruby/releases) - [Changelog](https://github.com/stripe/stripe-ruby/blob/master/CHANGELOG.md) - [Commits](https://github.com/stripe/stripe-ruby/compare/v13.4.1...v13.5.0) --- updated-dependencies: - dependency-name: stripe dependency-type: direct:production update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:34:15 -04:00
dependabot[bot]	9dcb9e8ed2	Bump webmock from 3.25.0 to 3.25.1 (#1968 ) Bumps [webmock](https://github.com/bblimke/webmock) from 3.25.0 to 3.25.1. - [Changelog](https://github.com/bblimke/webmock/blob/master/CHANGELOG.md) - [Commits](https://github.com/bblimke/webmock/compare/v3.25.0...v3.25.1) --- updated-dependencies: - dependency-name: webmock dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:16:01 -04:00
dependabot[bot]	045fa1931c	Bump good_job from 4.9.0 to 4.9.3 (#1969 ) Bumps [good_job](https://github.com/bensheldon/good_job) from 4.9.0 to 4.9.3. - [Release notes](https://github.com/bensheldon/good_job/releases) - [Changelog](https://github.com/bensheldon/good_job/blob/main/CHANGELOG.md) - [Commits](https://github.com/bensheldon/good_job/compare/v4.9.0...v4.9.3) --- updated-dependencies: - dependency-name: good_job dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:15:51 -04:00
dependabot[bot]	3f8351abfe	Bump rubocop-rails-omakase from 1.0.0 to 1.1.0 (#1971 ) Bumps [rubocop-rails-omakase](https://github.com/rails/rubocop-rails-omakase) from 1.0.0 to 1.1.0. - [Release notes](https://github.com/rails/rubocop-rails-omakase/releases) - [Commits](https://github.com/rails/rubocop-rails-omakase/compare/v1.0.0...v1.1.0) --- updated-dependencies: - dependency-name: rubocop-rails-omakase dependency-type: direct:development update-type: version-update:semver-minor ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:13:38 -04:00
dependabot[bot]	dc44da6c00	Bump redcarpet from 3.6.0 to 3.6.1 (#1972 ) Bumps [redcarpet](https://github.com/vmg/redcarpet) from 3.6.0 to 3.6.1. - [Release notes](https://github.com/vmg/redcarpet/releases) - [Changelog](https://github.com/vmg/redcarpet/blob/master/CHANGELOG.md) - [Commits](https://github.com/vmg/redcarpet/compare/v3.6.0...v3.6.1) --- updated-dependencies: - dependency-name: redcarpet dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:13:25 -04:00
dependabot[bot]	2e4180fbf0	Bump turbo-rails from 2.0.11 to 2.0.13 (#1973 ) Bumps [turbo-rails](https://github.com/hotwired/turbo-rails) from 2.0.11 to 2.0.13. - [Release notes](https://github.com/hotwired/turbo-rails/releases) - [Commits](https://github.com/hotwired/turbo-rails/compare/v2.0.11...v2.0.13) --- updated-dependencies: - dependency-name: turbo-rails dependency-type: direct:production update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:13:15 -04:00
dependabot[bot]	4b19ca50eb	Bump i18n-tasks from 1.0.14 to 1.0.15 (#1974 ) Bumps [i18n-tasks](https://github.com/glebm/i18n-tasks) from 1.0.14 to 1.0.15. - [Release notes](https://github.com/glebm/i18n-tasks/releases) - [Changelog](https://github.com/glebm/i18n-tasks/blob/main/CHANGES.md) - [Commits](https://github.com/glebm/i18n-tasks/compare/v1.0.14...v1.0.15) --- updated-dependencies: - dependency-name: i18n-tasks dependency-type: direct:development update-type: version-update:semver-patch ... Signed-off-by: dependabot[bot] <support@github.com> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>	2025-03-10 09:13:05 -04:00
Zach Gollwitzer	a3cd5f4f1d	Format money for trade history in holdings drawer (#1961 ) * Format money for trade history in holdings drawer * Fix broken tests * Lint fix	2025-03-07 19:09:54 -05:00
Zach Gollwitzer	86bf47a32e	Ensure holdings are normalized to account currency	2025-03-07 18:02:08 -05:00
Zach Gollwitzer	5f8a3c9f50	Search securities with correct exchange mic	2025-03-07 17:48:26 -05:00
Zach Gollwitzer	eac5d5e663	Populate holdings for "offline" securities properly (#1958 ) * Placeholder logic for missing prices * Generate holdings properly for "offline" securities * Separate forward and reverse calculators for holdings and balances * Remove unnecessary currency conversion during sync * Clearer sync process * Move price caching logic to dedicated model * Base holding calculator * Base calculator for balances * Finish balance calculators * Better naming * Logs cleanup * Remove stale data type * Remove stale test * Fix price lookup logic for holdings sync * Fix Plaid item sync regression * Remove temp logging * Calculate cash and holdings series * Add holdings, cash, and balance series dropdown for investments	2025-03-07 17:35:55 -05:00
Nikhil Badyal	26762477a3	Preference to set default_period (#1941 )	2025-03-07 10:05:54 -05:00
Zach Gollwitzer	372b64ffea	Fix Plaid sync error when current balance is null	2025-03-05 16:02:07 -05:00
Zach Gollwitzer	9627a6bf6f	Add tagged logging to sync process (#1956 ) * Add tagged logging to sync process * Reduce logging in syncer * Typo	2025-03-05 15:38:31 -05:00
Josh Pigford	cffafd23f0	Logger cleanup	2025-03-05 13:44:56 -06:00
Josh Pigford	f7fa8fa085	Disable turbo on login forms	2025-03-05 13:32:53 -06:00
Josh Pigford	28bfcda50a	Temporary additional logging to continue debugging MFA issues	2025-03-05 13:20:36 -06:00
Josh Pigford	e49bda4a2e	Another attempt at fixing MFA issues	2025-03-05 13:10:53 -06:00
Josh Pigford	071ad52c7f	Potential fix for MFA login issues	2025-03-05 13:04:45 -06:00
Zach Gollwitzer	381e39bea8	Fix: Purge stale holdings from accounts during sync (#1954 ) * Fix: Purge stale holdings from accounts during sync * Fix typo * Prevent Plaid holding deletions	2025-03-05 12:21:17 -05:00
Zach Gollwitzer	eaa1b6abe0	Update issue templates	2025-03-05 11:01:07 -05:00
Zach Gollwitzer	e384369cfb	Adjust graph intervals to show more data Fixes #1948	2025-03-05 10:20:02 -05:00
Zach Gollwitzer	8d0509fda0	Conditionally show commit sha Fixes #1951	2025-03-05 10:15:12 -05:00
Zach Gollwitzer	d66c37939a	Update bug_report.md Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2025-03-05 10:07:29 -05:00
Zach Gollwitzer	cf59fe45e7	Fix ticker filling when Synth is connected (#1950 )	2025-03-05 09:30:47 -05:00
Zach Gollwitzer	0544089710	Account-level import configuration templates (#1946 ) * Account-level import configuration templates * Default import to family's preferred date format	2025-03-04 13:10:01 -05:00
Zach Gollwitzer	5b2fa3d707	Fix commit resolution for Docker builds	2025-03-04 07:50:21 -05:00
Bryan McKnight	cf0e573533	Fix modal closing on color picker drag #1869 (#1931 ) * Replaced data-action click event with data-action mousedown to prevent the modal from hiding on mouse up whenever mouse down starts within the modal * Changed click events to mousedown within dialog elements to trigger the closing of the element	2025-03-03 16:37:12 -05:00
Zach Gollwitzer	4e96ca8376	Add manual Docker publishing trigger in GH action workflow	2025-03-03 14:34:56 -05:00
Zach Gollwitzer	c5da8ea550	Allow CSV imports to be configured with single or multi-account mode (#1943 ) * Allow CSV imports to be configured to a single account or multiple accounts * Initialize import directly from accounts page * Fix brakeman warnings * Fix schema * Fix Synth check	2025-03-03 12:47:30 -05:00
Zach Gollwitzer	e907b073ed	Fix time period key conflicts (#1944 )	2025-03-03 12:47:20 -05:00
Tony Vincent	4c4a4026c4	fix: Bug - Transcation Matching Dialog isn't Opening (#1942 )	2025-03-03 11:34:03 -05:00
Zach Gollwitzer	c95bb082a9	Bump to v0.4.3 Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2025-02-28 15:11:41 -05:00
Zach Gollwitzer	4d0df9b950	Escape quotations in CSV imports properly (#1929 ) * Parse quotes in imports * Update invalid CSV for test	2025-02-28 12:21:07 -05:00
Zach Gollwitzer	7c66f16750	Invert liability graphs to have correct signage (#1928 )	2025-02-28 12:17:25 -05:00
Zach Gollwitzer	fa0248056d	Show UI warning to user when they need provider data but have not setup Synth yet (#1926 ) * Simplify provider concerns * Update tests * Add UI warning for missing Synth key if family requires external data	2025-02-28 11:35:10 -05:00
Tony Vincent	624faa10d0	fix: Don't show Billings on settings navbar when self-hosted (#1912 ) * Do not show billing settings navbar item when self hosted * Do not show billing settings navbar item when self hosted * Add condition to settings helper * Let Stripe::AuthenticationError bubble up	2025-02-28 09:35:00 -05:00
Zach Gollwitzer	9138bd2b76	Allow offline trade tickers (#1925 )	2025-02-28 09:34:14 -05:00
Zach Gollwitzer	882857fcf0	Add transitions to buttons and other common design system elements (#1924 )	2025-02-28 09:29:07 -05:00
Zach Gollwitzer	d6793dec05	Fix import configuration form so number format is applied (#1923 ) * Fix number format form error when loading import * Add test to verify import configuration was properly applied	2025-02-28 08:36:57 -05:00
Zach Gollwitzer	e771c8c1df	Fix value wrapping on account balance in sidebar (#1922 )	2025-02-28 08:35:14 -05:00
Zach Gollwitzer	58cc09f5ae	Fix bad link in bug template Signed-off-by: Zach Gollwitzer <zach@maybe.co>	2025-02-28 08:25:20 -05:00
Zach Gollwitzer	98c842d3b8	Add note about self hosted versions prior to opening bugs	2025-02-28 08:23:46 -05:00
Tony Vincent	fae781e1be	Make tags scrollable again (#1921 )	2025-02-28 07:53:05 -05:00
Tony Vincent	8208722247	Feat: Data "reset" button (#1913 ) * feat: Allow admins to delete family data * feat: Allow self-hosting users to delete cached data * Remove system tests	2025-02-28 07:49:12 -05:00
Harshit Chaudhary	f7064fd4dd	fixed example account balance (#1910 )	2025-02-26 15:13:51 -05:00
Zach Gollwitzer	c610b0ba4b	Dashboard design fixes (#1898 ) * Dashboard design fixes * Update dashboard greeting * Remove sidebar toggle from settings breadcrumbs * Autofocus and outlines for category dropdowns * Lint fixes	2025-02-25 17:28:40 -05:00
Josh Pigford	a4874815a6	Add breadcrumbs support across application (#1897 ) * Add breadcrumbs support across application Fixes #1896 * Potential fix for tests * Simplify breadcrumbs implementation Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name * Refactor page header and breadcrumbs rendering Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs * Add fallback breadcrumbs rendering to settings layout	2025-02-25 10:14:07 -06:00
Josh Pigford	763e222cdd	Add Sentry user context to authentication concern	2025-02-25 08:48:26 -06:00
Josh Pigford	e8390a68d8	Reduce Sentry sampling rates for performance monitoring	2025-02-25 08:44:13 -06:00
Josh Pigford	0e76d753bd	Replace StackProf with Vernier for performance profiling	2025-02-25 08:37:51 -06:00
Zach Gollwitzer	f5ff5332d5	Fix parent category sums in budget (#1894 )	2025-02-24 12:51:13 -05:00
Zach Gollwitzer	0dea36ec7d	Fix bulk edit drawer height	2025-02-24 12:48:03 -05:00
Syed Bariman Jan	95989a6c9b	Add new category flow (#1857 ) * resolve git issue * Add new category flow * Improve contrast checker * make error message small * update ui to match figma design * realign color picker * changes * rename color picker controller to new category controller * cleanup code * cleanup code * resize and realign icon avatar * Fix js lint errors Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com> --------- Signed-off-by: Syed Bariman Jan <syedbarimanjan@gmail.com>	2025-02-24 11:08:05 -05:00