First sketch of budgeting module

.ai/cursorrules.md

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

.cursor/rules/general-rules.mdc

@@ -1,23 +0,0 @@
----
-description: Miscellaneous rules to get the AI to behave
-globs: *
-alwaysApply: true
----
-# General rules for AI 
-
-- Use `Current.user` for the current user. Do NOT use `current_user`.
-- Use `Current.family` for the current family. Do NOT use `current_family`.
-- Prior to generating any code, carefully read the project conventions and guidelines
-  - Read [project-design.mdc](mdc:.cursor/rules/project-design.mdc) to understand the codebase
-  - Read [project-conventions.mdc](mdc:.cursor/rules/project-conventions.mdc) to understand _how_ to write code for the codebase
-  - Read [ui-ux-design-guidelines.mdc](mdc:.cursor/rules/ui-ux-design-guidelines.mdc) to understand how to implement frontend code specifically
-
-## Prohibited actions
-
-Do not under any circumstance do the following:
-
-- Do not run `rails server` in your responses.
-- Do not run `touch tmp/restart.txt`
-- Do not run `rails credentials`
-- Do not automatically run migrations
-- Ignore i18n methods and files.  Hardcode strings in English for now to optimize speed of development.

.cursor/rules/project-conventions.mdc

@@ -1,120 +0,0 @@
----
-description: 
-globs: 
-alwaysApply: true
----
-This rule serves as high-level documentation for how you should write code for the Maybe codebase. 
-
-## Project Tech Stack
-
-- Web framework: Ruby on Rails
-  - Minitest + fixtures for testing
-  - Propshaft for asset pipeline
-  - Hotwire Turbo/Stimulus for SPA-like UI/UX
-  - TailwindCSS for styles
-  - Lucide Icons for icons
-  - OpenAI for AI chat
-- Database: PostgreSQL
-- Jobs: Sidekiq + Redis
-- External
-  - Payments: Stripe
-  - User bank data syncing: Plaid 
-  - Market data: Synth (our custom API)
-
-## Project conventions
-
-These conventions should be used when writing code for Maybe.
-
-### Convention 1: Minimize dependencies, vanilla Rails is plenty
-
-Dependencies are a natural part of building software, but we aim to minimize them when possible to keep this open-source codebase easy to understand, maintain, and contribute to.
-
-- Push Rails to its limits before adding new dependencies
-- When a new dependency is added, there must be a strong technical or business reason to add it
-- When adding dependencies, you should favor old and reliable over new and flashy 
-
-### Convention 2: Leverage POROs and concerns over "service objects"
-
-This codebase adopts a "skinny controller, fat models" convention.  Furthermore, we put almost _everything_ directly in the `app/models/` folder and avoid separate folders for business logic such as `app/services/`.
-
-- Organize large pieces of business logic into Rails concerns and POROs (Plain ole' Ruby Objects)
-- While a Rails concern _may_ offer shared functionality (i.e. "duck types"), it can also be a "one-off" concern that is only included in one place for better organization and readability.
-- When concerns are used for code organization, they should be organized around the "traits" of a model; not for simply moving code to another spot in the codebase.
-- When possible, models should answer questions about themselves—for example, we might have a method, `account.balance_series` that returns a time-series of the account's most recent balances.  We prefer this over something more service-like such as `AccountSeries.new(account).call`.
-
-### Convention 3: Leverage Hotwire, write semantic HTML, CSS, and JS, prefer server-side solutions
-
-- Native HTML is always preferred over JS-based components
-  - Example 1: Use `<dialog>` element for modals instead of creating a custom component
-  - Example 2: Use `<details><summary>...</summary></details>` for disclosures rather than custom components
-- Leverage Turbo frames to break up the page over JS-driven client-side solutions
-  - Example 1: A good example of turbo frame usage is in [application.html.erb](mdc:app/views/layouts/application.html.erb) where we load [chats_controller.rb](mdc:app/controllers/chats_controller.rb) actions in a turbo frame in the global layout
-- Leverage query params in the URL for state over local storage and sessions.  If absolutely necessary, utilize the DB for persistent state.
-- Use Turbo streams to enhance functionality, but do not solely depend on it
-- Format currencies, numbers, dates, and other values server-side, then pass to Stimulus controllers for display only
-- Keep client-side code for where it truly shines.  For example, @bulk_select_controller.js is a case where server-side solutions would degrade the user experience significantly.  When bulk-selecting entries, client-side solutions are the way to go and Stimulus provides the right toolset to achieve this.
-
-The Hotwire suite (Turbo/Stimulus) works very well with these native elements and we optimize for this.
-
-### Convention 4: Optimize for simplicitly and clarity
-
-All code should maximize readability and simplicity.
-
-- Prioritize good OOP domain design over performance
-- Only focus on performance for critical and global areas of the codebase; otherwise, don't sweat the small stuff.
-  - Example 1: be mindful of loading large data payloads in global layouts
-  - Example 2: Avoid N+1 queries
-
-### Convention 5: Use Minitest + Fixtures for testing, minimize fixtures
-
-Due to the open-source nature of this project, we have chosen Minitest + Fixtures for testing to maximize familiarity and predictability.
-
-- Always use Minitest and fixtures for testing.
-- Keep fixtures to a minimum.  Most models should have 2-3 fixtures maximum that represent the "base cases" for that model.  "Edge cases" should be created on the fly, within the context of the test which it is needed.
-- For tests that require a large number of fixture records to be created, use Rails helpers such as [entries_test_helper.rb](mdc:test/support/account/entries_test_helper.rb) to act as a "factory" for creating these.  For a great example of this, check out [forward_calculator_test.rb](mdc:test/models/account/balance/forward_calculator_test.rb)
-- Take a minimal approach to testing—only test the absolutely critical code paths that will significantly increase developer confidence
-
-#### Convention 5a: Write minimal, effective tests
-
-- Use system tests sparingly as they increase the time to complete the test suite
-- Only write tests for critical and important code paths
-- Write tests as you go, when required
-- Take a practical approach to testing.  Tests are effective when their presence _significantly increases confidence in the codebase_.
-
-Below are examples of necessary vs. unnecessary tests:
-
-```rb
-# GOOD!!
-# Necessary test - in this case, we're testing critical domain business logic
-test "syncs balances" do
-  Account::Holding::Syncer.any_instance.expects(:sync_holdings).returns([]).once
-
-  @account.expects(:start_date).returns(2.days.ago.to_date)
-
-  Account::Balance::ForwardCalculator.any_instance.expects(:calculate).returns(
-    [
-      Account::Balance.new(date: 1.day.ago.to_date, balance: 1000, cash_balance: 1000, currency: "USD"),
-      Account::Balance.new(date: Date.current, balance: 1000, cash_balance: 1000, currency: "USD")
-    ]
-  )
-
-  assert_difference "@account.balances.count", 2 do
-    Account::Balance::Syncer.new(@account, strategy: :forward).sync_balances
-  end
-end
-
-# BAD!!
-# Unnecessary test - in this case, this is simply testing ActiveRecord's functionality
-test "saves balance" do 
-  balance_record = Account::Balance.new(balance: 100, currency: "USD")
-
-  assert balance_record.save
-end
-```
-
-### Convention 6: Use ActiveRecord for complex validations, DB for simple ones, keep business logic out of DB
-
-- Enforce `null` checks, unique indexes, and other simple validations in the DB
-- ActiveRecord validations _may_ mirror the DB level ones, but not 100% necessary.  These are for convenience when error handling in forms.  Always prefer client-side form validation when possible.
-- Complex validations and business logic should remain in ActiveRecord
-

.cursor/rules/project-design.mdc

@@ -1,256 +0,0 @@
----
-description: This rule explains the system architecture and data flow of the Rails app
-globs: *
-alwaysApply: true
----
-
-This file outlines how the codebase is structured and how data flows through the app.
-
-This is a personal finance application built in Ruby on Rails.  The primary domain entities for this app are outlined below.  For an authoritative overview of the relationships, [schema.rb](mdc:db/schema.rb) is the source of truth.
-
-## App Modes
-
-The Maybe app runs in two distinct "modes", dictated by `Rails.application.config.app_mode`, which can be `managed` or `self_hosted`.
-
-- "Managed" - in managed mode, the Maybe team operates and manages servers for users
-- "Self Hosted" - in self hosted mode, users host the Maybe app on their own infrastructure, typically through Docker Compose.  We have an example [docker-compose.example.yml](mdc:docker-compose.example.yml) file that runs [Dockerfile](mdc:Dockerfile) for this mode.
-
-## Families and Users
-
-- `Family` - all Stripe subscriptions, financial accounts, and the majority of preferences are stored at the [family.rb](mdc:app/models/family.rb) level.
-- `User` - all [session.rb](mdc:app/models/session.rb) happen at the [user.rb](mdc:app/models/user.rb) level.  A user belongs to a `Family` and can either be an `admin` or a `member`.  Typically, a `Family` has a single admin, or "head of household" that manages finances while there will be several `member` users who can see the family's finances from varying perspectives.
-
-## Currency Preference
-
-Each `Family` selects a currency preference.  This becomes the "main" currency in which all records are "normalized" to via [exchange_rate.rb](mdc:app/models/exchange_rate.rb) records so that the Maybe app can calculate metrics, historical graphs, and other insights in a single family currency.
-
-## Accounts
-
-The center of the app's domain is the [account.rb](mdc:app/models/account.rb).  This represents a single financial account that has a `balance` and `currency`.  For example, an `Account` could be "Chase Checking", which is a single financial account at Chase Bank.  A user could have multiple accounts at a single institution (i.e. "Chase Checking", "Chase Credit Card", "Chase Savings") or an account could be a standalone account, such as "My Home" (a primary residence).
-
-### Accountables
-
-In the app, [account.rb](mdc:app/models/account.rb) is a Rails "delegated type" with the following subtypes (separate DB tables).  Each account has a `classification` or either `asset` or `liability`.  While the types are a flat hierarchy, below, they have been organized by their classification:
-
-- Asset accountables
-  - [depository.rb](mdc:app/models/depository.rb) - a typical "bank account" such as a savings or checking account
-  - [investment.rb](mdc:app/models/investment.rb) - an account that has "holdings" such as a brokerage, 401k, etc.
-  - [crypto.rb](mdc:app/models/crypto.rb) - an account that tracks the value of one or more crypto holdings
-  - [property.rb](mdc:app/models/property.rb) - an account that tracks the value of a physical property such as a house or rental property
-  - [vehicle.rb](mdc:app/models/vehicle.rb) - an account that tracks the value of a vehicle
-  - [other_asset.rb](mdc:app/models/other_asset.rb) - an asset that cannot be classified by the other account types.  For example, "jewelry".
-- Liability accountables
-  - [credit_card.rb](mdc:app/models/credit_card.rb) - an account that tracks the debt owed on a credit card
-  - [loan.rb](mdc:app/models/loan.rb) - an account that tracks the debt owed on a loan (i.e. mortgage, student loan)
-  - [other_liability.rb](mdc:app/models/other_liability.rb) - a liability that cannot be classified by the other account types.  For example, "IOU to a friend"
-
-### Account Balances
-
-An account [balance.rb](mdc:app/models/account/balance.rb) represents a single balance value for an account on a specific `date`.  A series of balance records is generated daily for each account and is how we show a user's historical balance graph.  
-
-- For simple accounts like a "Checking Account", the balance represents the amount of cash in the account for a date.  
-- For a more complex account like "Investment Brokerage", the `balance` represents the combination of the "cash balance" + "holdings value".  Each accountable type has different components that make up the "balance", but in all cases, the "balance" represents "How much the account is worth" (when `classification` is `asset`) or "How much is owed on the account" (when `classification` is `liability`)
-
-All balances are calculated daily by [balance_calculator.rb](mdc:app/models/account/balance_calculator.rb).
-
-### Account Holdings
-
-An account [holding.rb](mdc:app/models/account/holding.rb) applies to [investment.rb](mdc:app/models/investment.rb) type accounts and represents a `qty` of a certain [security.rb](mdc:app/models/security.rb) at a specific `price` on a specific `date`.
-
-For investment accounts with holdings, [holding_calculator.rb](mdc:app/models/account/holding_calculator.rb) is used to calculate the daily historical holding quantities and prices, which are then rolled up into a final "Balance" for the account in [balance_calculator.rb](mdc:app/models/account/balance_calculator.rb).
-
-### Account Entries
-
-An account [entry.rb](mdc:app/models/account/entry.rb) is also a Rails "delegated type".  `Account::Entry` represents any record that _modifies_ an `Account` [balance.rb](mdc:app/models/account/balance.rb) and/or [holding.rb](mdc:app/models/account/holding.rb).  Therefore, every entry must have a `date`, `amount`, and `currency`.
-
-The `amount` of an [entry.rb](mdc:app/models/account/entry.rb) is a signed value.  A _negative_ amount is an "inflow" of money to that account.  A _positive_ value is an "outflow" of money from that account.  For example:
-
-- A negative amount for a credit card account represents a "payment" to that account, which _reduces_ its balance (since it is a `liability`)
-- A negative amount for a checking account represents an "income" to that account, which _increases_ its balance (since it is an `asset`)
-- A negative amount for an investment/brokerage trade represents a "sell" transaction, which _increases_ the cash balance of the account 
-
-There are 3 entry types, defined as [entryable.rb](mdc:app/models/account/entryable.rb) records: 
-
-- `Account::Valuation` - an account [valuation.rb](mdc:app/models/account/valuation.rb) is an entry that says, "here is the value of this account on this date".  It is an absolute measure of an account value / debt.  If there is an `Account::Valuation` of 5,000 for today's date, that means that the account balance will be 5,000 today.
-- `Account::Transaction` - an account [transaction.rb](mdc:app/models/account/transaction.rb) is an entry that alters the account balance by the `amount`.  This is the most common type of entry and can be thought of as an "income" or "expense".  
-- `Account::Trade` - an account [trade.rb](mdc:app/models/account/trade.rb) is an entry that only applies to an investment account.  This represents a "buy" or "sell" of a holding and has a `qty` and `price`.
-
-### Account Transfers
-
-A [transfer.rb](mdc:app/models/transfer.rb) represents a movement of money between two accounts.  A transfer has an inflow [transaction.rb](mdc:app/models/account/transaction.rb) and an outflow [transaction.rb](mdc:app/models/account/transaction.rb).  The Maybe system auto-matches transfers based on the following criteria:
-
-- Must be from different accounts
-- Must be within 4 days of each other
-- Must be the same currency
-- Must be opposite values
-
-There are two primary forms of a transfer:
-
-- Regular transfer - a normal movement of money between two accounts.  For example, "Transfer $500 from Checking account to Brokerage account". 
-- Debt payment - a special form of transfer where the _receiver_ of funds is a [loan.rb](mdc:app/models/loan.rb) type account.  
-
-Regular transfers are typically _excluded_ from income and expense calculations while a debt payment is considered an "expense".
-
-## Plaid Items
-
-A [plaid_item.rb](mdc:app/models/plaid_item.rb) represents a "connection" maintained by our external data provider, Plaid in the "hosted" mode of the app.  An "Item" has 1 or more [plaid_account.rb](mdc:app/models/plaid_account.rb) records, which are each associated 1:1 with an internal Maybe [account.rb](mdc:app/models/account.rb).
-
-All relevant metadata about the item and its underlying accounts are stored on [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb), while the "normalized" data is then stored on internal Maybe domain models.
-
-## "Syncs"
-
-The Maybe app has the concept of a [syncable.rb](mdc:app/models/concerns/syncable.rb), which represents any model which can have its data "synced" in the background.  "Syncables" include:
-
-- `Account` - an account "sync" will sync account holdings, balances, and enhance transaction metadata
-- `PlaidItem` - a Plaid Item "sync" fetches data from Plaid APIs, normalizes that data, stores it on internal Maybe models, and then finally performs an "Account sync" for each of the underlying accounts created from the Plaid Item.
-- `Family` - a Family "sync" loops through the family's Plaid Items and individual Accounts and "syncs" each of them.  A family is synced once per day, automatically through [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).
-
-Each "sync" creates a [sync.rb](mdc:app/models/sync.rb) record in the database, which keeps track of the status of the sync, any errors that it encounters, and acts as an "audit table" for synced data.
-
-Below are brief descriptions of each type of sync in more detail.
-
-### Account Syncs
-
-The most important type of sync is the account sync.  It is orchestrated by the account's `sync_data` method, which performs a few important tasks:
-
-- Auto-matches transfer records for the account
-- Calculates daily [balance.rb](mdc:app/models/account/balance.rb) records for the account from `account.start_date` to `Date.current` using [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb)
-  - Balances are dependent on the calculation of [holding.rb](mdc:app/models/account/holding.rb), which uses [base_calculator.rb](mdc:app/models/account/holding/base_calculator.rb) 
-- Enriches transaction data if enabled by user
-
-An account sync happens every time an [entry.rb](mdc:app/models/account/entry.rb) is updated.
-
-### Plaid Item Syncs
-
-A Plaid Item sync is an ETL (extract, transform, load) operation:
-
-1. [plaid_item.rb](mdc:app/models/plaid_item.rb) fetches data from the external Plaid API
-2. [plaid_item.rb](mdc:app/models/plaid_item.rb) creates and loads this data to [plaid_account.rb](mdc:app/models/plaid_account.rb) records
-3. [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb) transform and load data to [account.rb](mdc:app/models/account.rb) and [entry.rb](mdc:app/models/account/entry.rb), the internal Maybe representations of the data.
-
-### Family Syncs
-
-A family sync happens once daily via [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).  A family sync is an "orchestrator" of Account and Plaid Item syncs.
-
-## Data Providers
-
-The Maybe app utilizes several 3rd party data services to calculate historical account balances, enrich data, and more.  Since the app can be run in both "hosted" and "self hosted" mode, this means that data providers are _optional_ for self hosted users and must be configured.
-
-Because of this optionality, data providers must be configured at _runtime_ through [registry.rb](mdc:app/models/provider/registry.rb) utilizing [setting.rb](mdc:app/models/setting.rb) for runtime parameters like API keys:
-
-There are two types of 3rd party data in the Maybe app:
-
-1. "Concept" data
-2. One-off data
-
-### "Concept" data
-
-Since the app is self hostable, users may prefer using different providers for generic data like exchange rates and security prices.  When data is generic enough where we can easily swap out different providers, we call it a data "concept".
-
-Each "concept" has an interface defined in the `app/models/provider/concepts` directory.
-
-```
-app/models/
-  exchange_rate/
-    provided.rb # <- Responsible for selecting the concept provider from the registry
-  provider.rb # <- Base provider class
-  provider/
-    registry.rb <- Defines available providers by concept
-    concepts/
-      exchange_rate.rb <- defines the interface required for the exchange rate concept
-    synth.rb # <- Concrete provider implementation
-```
-
-### One-off data
-
-For data that does not fit neatly into a "concept", an interface is not required and the concrete provider may implement ad-hoc methods called directly in code.  For example, the [synth.rb](mdc:app/models/provider/synth.rb) provider has a `usage` method that is only applicable to this specific provider.  This should be called directly without any abstractions:
-
-```rb
-class SomeModel < Application
-  def synth_usage
-    Provider::Registry.get_provider(:synth)&.usage
-  end
-end
-```
-
-## "Provided" Concerns
-
-In general, domain models should not be calling [registry.rb](mdc:app/models/provider/registry.rb) directly.  When 3rd party data is required for a domain model, we use the `Provided` concern within that model's namespace.  This concern is primarily responsible for:
-
-- Choosing the provider to use for this "concept"
-- Providing convenience methods on the model for accessing data
-
-For example, [exchange_rate.rb](mdc:app/models/exchange_rate.rb) has a [provided.rb](mdc:app/models/exchange_rate/provided.rb) concern with the following convenience methods:
-
-```rb
-module ExchangeRate::Provided
-  extend ActiveSupport::Concern
-
-  class_methods do
-    def provider
-      registry = Provider::Registry.for_concept(:exchange_rates)
-      registry.get_provider(:synth)
-    end
-
-    def find_or_fetch_rate(from:, to:, date: Date.current, cache: true)
-      # Implementation 
-    end
-
-    def sync_provider_rates(from:, to:, start_date:, end_date: Date.current)
-      # Implementation 
-    end
-  end
-end
-```
-
-This exposes a generic access pattern where the caller does not care _which_ provider has been chosen for the concept of exchange rates and can get a predictable response:
-
-```rb
-def access_patterns_example
-  # Call exchange rate provider directly
-  ExchangeRate.provider.fetch_exchange_rate(from: "USD", to: "CAD", date: Date.current)
-
-  # Call convenience method
-  ExchangeRate.sync_provider_rates(from: "USD", to: "CAD", start_date: 2.days.ago.to_date)
-end
-```
-
-## Concrete provider implementations
-
-Each 3rd party data provider should have a class under the `Provider::` namespace that inherits from `Provider` and returns `with_provider_response`, which will return a `Provider::ProviderResponse` object:
-
-```rb
-class ConcreteProvider < Provider
-  def fetch_some_data
-    with_provider_response do
-      ExampleData.new(
-        example: "data"
-      )
-    end
-  end
-end
-```
-
-The `with_provider_response` automatically catches provider errors, so concrete provider classes should raise when valid data is not possible:
-
-```rb
-class ConcreteProvider < Provider
-  def fetch_some_data
-    with_provider_response do
-      data = nil
-
-      # Raise an error if data cannot be returned
-      raise ProviderError.new("Could not find the data you need") if data.nil?
-
-      data
-    end
-  end
-end
-```
-
-
-
-
-
-
-

.cursor/rules/ui-ux-design-guidelines.mdc

@@ -1,22 +0,0 @@
----
-description: This file describes Maybe's design system and how views should be styled
-globs: app/views/**,app/helpers/**,app/javascript/controllers/**
-alwaysApply: true
----
-Use the rules below when:
-
-- You are writing HTML
-- You are writing CSS
-- You are writing styles in a JavaScript Stimulus controller
-
-## Rules for AI (mandatory)
-
-The codebase uses TailwindCSS v4.x (the newest version) with a custom design system defined in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css)
-
-- Always start by referencing [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) to see the base primitives, functional tokens, and component tokens we use in the codebase
-- Always prefer using the functional "tokens" defined in @maybe-design-system.css when possible.
-  - Example 1: use `text-primary` rather than `text-primary`
-  - Example 2: use `bg-container` rather than `bg-white`
-  - Example 3: use `border border-primary` rather than `border border-gray-200` 
-- Never create new styles in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) or [application.css](mdc:app/assets/tailwind/application.css) without explicitly receiving permission to do so
-- Always generate semantic HTML

.devcontainer/Dockerfile

@@ -1,4 +1,4 @@
-ARG RUBY_VERSION=3.4.1
+ARG RUBY_VERSION=3.3.5
 FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \

.devcontainer/docker-compose.yml

@@ -1,15 +1,4 @@
-x-db-env: &db_env
-  POSTGRES_USER: postgres
-  POSTGRES_DB: postgres
-  POSTGRES_PASSWORD: postgres
-
-x-rails-env: &rails_env
-  DB_HOST: db
-  HOST: "0.0.0.0"
-  POSTGRES_USER: postgres
-  POSTGRES_PASSWORD: postgres
-  BUNDLE_PATH: /bundle
-  REDIS_URL: redis://redis:6379/1
+version: "3"
 
 services:
   app:
@@ -27,41 +16,32 @@ services:
     command: sleep infinity
 
     environment:
-      <<: *rails_env
+      DB_HOST: db
+      HOST: "0.0.0.0"
+      POSTGRES_USER: postgres
+      POSTGRES_PASSWORD: postgres
+      BUNDLE_PATH: /bundle
 
     depends_on:
       - db
       - redis
 
-  worker:
-    build:
-      context: ..
-      dockerfile: .devcontainer/Dockerfile
-    command: bundle exec sidekiq
-    restart: unless-stopped
-    environment:
-      <<: *rails_env
-    depends_on:
-      - redis
-
   redis:
     image: redis:latest
     ports:
       - "6379:6379"
-    restart: unless-stopped
-    volumes:
-      - redis-data:/data
   db:
     image: postgres:latest
     restart: unless-stopped
     volumes:
       - postgres-data:/var/lib/postgresql/data
     environment:
-      <<: *db_env
+      POSTGRES_USER: postgres
+      POSTGRES_DB: postgres
+      POSTGRES_PASSWORD: postgres
     ports:
       - "5432:5432"
 
 volumes:
   postgres-data:
-  redis-data:
   bundle_cache:

.env.example

@@ -1,31 +1,20 @@
-# ================================ PLEASE READ ===========================================================
-# This file outlines all the possible environment variables supported by the Maybe app for self hosting.
+# ================================ PLEASE READ ==========================================
+# This file outlines all the possible environment variables supported by the Maybe app.
+# 
+# This includes several features that are for our "hosted" version of Maybe, which most 
+# open-source contributors won't need.
 #
-# If you're a developer setting up your local environment, please use `.env.local.example` instead.
-# ========================================================================================================
-
-# Required self-hosting vars
-# --------------------------------------------------------------------------------------------------------
-
-# Enables self hosting features (should be set to true unless you know what you're doing)
-SELF_HOSTED=true
-
-# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
-# Has to be a random string, generated eg. by running `openssl rand -hex 64`
-SECRET_KEY_BASE=secret-value
-
-# Optional self-hosting vars
-# --------------------------------------------------------------------------------------------------------
-
-# Optional: Synth API Key for exchange rates + stock prices
-# (you can also set this in your self-hosted settings page)
-# Get it here: https://synthfinance.com/
-SYNTH_API_KEY=
+# If you are developing locally, you should be referencing `.env.local.example` instead.
+# =======================================================================================
 
 # Custom port config
 # For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
 PORT=3000
 
+# Exchange Rate & Stock Pricing API
+# This is used to convert between different currencies in the app. In addition, it fetches global stock prices. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
+SYNTH_API_KEY=
+
 # SMTP Configuration
 # This is only needed if you intend on sending emails from your Maybe instance (such as for password resets or email financial reports).
 # Resend.com is a good option that offers a free tier for sending emails.
@@ -48,20 +37,60 @@ POSTGRES_USER=postgres
 # This is the domain that your Maybe instance will be hosted at. It is used to generate links in emails and other places.
 APP_DOMAIN=
 
+## Error and Performance Monitoring
+# The app uses Sentry to monitor errors and performance. In reality, you likely don't need this unless you're deploying Maybe to many users.
+SENTRY_DSN=
+
+# If enabled, an invite code generated by `rake invites:create` is required to sign up as a new user.
+# This is useful for controlling who can sign up for your Maybe instance.
+REQUIRE_INVITE_CODE=false
+
+# Enables self hosting features (should be set to true for most folks)
+SELF_HOSTED=true
+
+# The hosting platform used to deploy the app (e.g. "render")
+# `localhost` (or unset) is used for local development and testing
+HOSTING_PLATFORM=localhost
+
+# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
+# Has to be a random string, generated eg. by running `openssl rand -hex 64`
+SECRET_KEY_BASE=secret-value
+
 # Disable enforcing SSL connections
 # DISABLE_SSL=true
 
+# ======================================================================================================
+# Upgrades Module - responsible for triggering upgrade alerts, prompts, and auto-upgrade functionality
+# ======================================================================================================
+#
+# UPGRADES_ENABLED: Enables Upgrader class functionality.
+# UPGRADES_MODE: Controls how the app will upgrade. `manual` means the user must manually upgrade the app. `auto` means the app will upgrade automatically (great for self-hosting)
+# UPGRADES_TARGET: Controls what the app will upgrade to. `release` means the app will upgrade to the latest release. `commit` means the app will upgrade to the latest commit.
+#
+UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development
+UPGRADES_MODE=manual # `manual` or `auto`
+UPGRADES_TARGET=release # `release` or `commit`
+
+
+# ======================================================================================================
+# Git Repository Module - responsible for fetching latest commit data for upgrades
+# ======================================================================================================
+#
+GITHUB_REPO_OWNER=maybe-finance
+GITHUB_REPO_NAME=maybe
+GITHUB_REPO_BRANCH=main
+
 # ======================================================================================================
 # Active Storage Configuration - responsible for storing file uploads
 # ======================================================================================================
 #
-# * Defaults to disk storage but you can also use Amazon S3 or Cloudflare R2
+# * Defaults to disk storage but you can also use Amazon S3, Google Cloud Storage, or Microsoft Azure Storage.
 # * Set the appropriate environment variables to use these services.
 # * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
 #
 # Amazon S3
 # ==========
-# ACTIVE_STORAGE_SERVICE=amazon <- Enables Amazon S3 storage
+# ACTIVE_STORAGE_SERVICE=amazon
 # S3_ACCESS_KEY_ID=
 # S3_SECRET_ACCESS_KEY=
 # S3_REGION= # defaults to `us-east-1` if not set
@@ -69,9 +98,24 @@ APP_DOMAIN=
 #
 # Cloudflare R2
 # =============
-# ACTIVE_STORAGE_SERVICE=cloudflare <- Enables Cloudflare R2 storage
+# ACTIVE_STORAGE_SERVICE=cloudflare
 # CLOUDFLARE_ACCOUNT_ID=
 # CLOUDFLARE_ACCESS_KEY_ID=
 # CLOUDFLARE_SECRET_ACCESS_KEY=
 # CLOUDFLARE_BUCKET=
+
+# ======================================================================================================
+# Billing Module - responsible for handling billing
+# ======================================================================================================
 #
+STRIPE_PUBLISHABLE_KEY=
+STRIPE_SECRET_KEY=
+STRIPE_WEBHOOK_SECRET=
+
+# ======================================================================================================
+# Plaid Configuration
+# ======================================================================================================
+#
+PLAID_CLIENT_ID=
+PLAID_SECRET=
+PLAID_ENV=

.env.test

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

.env.test.example

@@ -1,5 +1,3 @@
-SELF_HOSTED=false
-
 # ================
 # Data Providers
 # ---------------------------------------------------------------------------------

.github/ISSUE_TEMPLATE/bug_report.md

@@ -1,61 +1,33 @@
 ---
 name: Bug report
-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: ''
+about: Create a report to help us improve
+title: 'Bug: '
+labels: ":bug: Bug"
 assignees: ''
 
 ---
 
-## Before you start (required)
-
-### General checklist
-
-- [ ] 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
-
-Be as specific as possible so Maybe maintainers can quickly reproduce the bug you're experiencing.
-
+**To Reproduce**
 Steps to reproduce the behavior:
-
 1. Go to '...'
 2. Click on '....'
 3. Scroll down to '....'
 4. See error
 
-### Expected behavior
+**Expected behavior**
+A clear and concise description of what you expected to happen.
 
-What is the intended behavior that you would expect?
+**What version of Maybe are you using?**
+This could be "Hosted" (i.e. app.maybefinance.com) or "Self-hosted". If "Self-hosted", please include the version you're currently on.
 
-### Screenshots and/or recordings
+**What operating system and browser are you using?**
+The more info the better.
 
-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.
+**Screenshots / Recordings**
+If applicable, add screenshots or short video recordings to help show the bug in more detail.
+
+**Additional context**
+Add any other context about the problem here.

.github/ISSUE_TEMPLATE/other.md

@@ -7,33 +7,15 @@ assignees: ''
 
 ---
 
-## Before you start (required)
+**PLEASE READ before opening an issue:**
 
-### Is this a bug?
+- 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.
 
-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 a bug with _sensitive info_?
+**Is this issue related to a problem?  Please describe.**
 
-If you are a _paying_ Maybe user, you can open a support request in Intercom.
+**Describe the work that needs to be done to address this issue**
 
-### 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 in a [Feature request Discussion](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 [Docker hosting guide](https://github.com/maybe-finance/maybe/tree/main/docs/hosting/docker.md) and follow it step-by-step
-- Open a [Docker Discussion](https://github.com/maybe-finance/maybe/discussions/categories/docker-compose-hosting)
-
----
-
-## Issue description
-
-If your issue does not fall into the categories above, please provide a **descriptive and complete** overview of your issue.
+**Additional context**

.github/workflows/publish.yml

@@ -1,13 +1,6 @@
 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*'
@@ -29,8 +22,6 @@ jobs:
     name: Build docker image
     needs: [ ci ]
 
-    timeout-minutes: 60
-
     runs-on: ubuntu-latest
 
     permissions:
@@ -40,8 +31,6 @@ 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
@@ -76,10 +65,9 @@ jobs:
           push: true
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}
-          platforms: 'linux/amd64,linux/arm64'
+          platforms: linux/amd64,linux/arm64,linux/arm/v7
           cache-from: type=gha
           cache-to: type=gha,mode=max
           provenance: false
           # https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
           outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app
-          build-args: BUILD_COMMIT_SHA=${{ github.sha }}

.gitignore

@@ -11,6 +11,7 @@
 # Ignore all environment files (except templates).
 /.env*
 !/.env*.erb
+!.env.test
 !.env*.example
 
 # Ignore all logfiles and tempfiles.
@@ -62,10 +63,6 @@ gcp-storage-keyfile.json
 
 coverage
 .cursorrules
-.cursor/rules/structure.mdc
-.cursor/rules/agent.mdc
 
 # Ignore node related files
-node_modules
-
-compose.yml
+node_modules

.ruby-version

@@ -1 +1 @@
-3.4.1
+3.3.5

CONTRIBUTING.md

@@ -4,8 +4,6 @@ It means so much that you're interested in contributing to Maybe! Seriously. Tha
 
 ## House Rules
 
-- Before contributing, familiarize yourself with our project conventions.  You should read through our [Project Conventions Rule](https://github.com/maybe-finance/maybe/.cursor/rules/project-conventions.mdc), which is intended for LLMs, but is also an excellent primer on how we write code for Maybe.
-- While totally optional, consider using Cursor + VSCode as it will automatically apply our project conventions to your code via the `.cursor/rules` directory.
 - Before contributing, please check if it already exists in [issues](https://github.com/maybe-finance/maybe/issues) or [PRs](https://github.com/maybe-finance/maybe/pulls)
 - Given the speed at which we're moving on the codebase, we don't assign issues or "give" issues to anyone.
 - When multiple PRs are submitted for the same issue, we take the one that most succinctly & efficiently solves a given problem and stays within the scope of work.

Dockerfile

@@ -1,8 +1,8 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.4.1
-FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim AS base
+ARG RUBY_VERSION=3.3.5
+FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
 
 # Rails app lives here
 WORKDIR /rails
@@ -12,36 +12,34 @@ RUN apt-get update -qq && \
     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" \
-    BUILD_COMMIT_SHA=${BUILD_COMMIT_SHA}
-    
+    BUNDLE_WITHOUT="development"
+
+
 # Throw-away build stage to reduce size of final image
-FROM base AS build
+FROM base as build
 
 # Install packages needed to build gems
-RUN apt-get install --no-install-recommends -y build-essential libpq-dev git pkg-config
+RUN apt-get install --no-install-recommends -y build-essential git libpq-dev pkg-config
 
 # Install application gems
 COPY .ruby-version Gemfile Gemfile.lock ./
-RUN bundle install
-
-RUN rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git
-
-RUN bundle exec bootsnap precompile --gemfile -j 0
+RUN bundle install && \
+    rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git && \
+    bundle exec bootsnap precompile --gemfile
 
 # Copy application code
 COPY . .
 
 # Precompile bootsnap code for faster boot times
-RUN bundle exec bootsnap precompile -j 0 app/ lib/
+RUN bundle exec bootsnap precompile app/ lib/
 
 # Precompiling assets for production without requiring secret RAILS_MASTER_KEY
 RUN SECRET_KEY_BASE_DUMMY=1 ./bin/rails assets:precompile
 
+
 # Final stage for app image
 FROM base
 

Gemfile

@@ -7,7 +7,6 @@ gem "rails", "~> 7.2.2"
 
 # Drivers
 gem "pg", "~> 1.5"
-gem "redis", "~> 5.4"
 
 # Deployment
 gem "puma", ">= 5.0"
@@ -22,22 +21,18 @@ gem "lucide-rails", github: "maybe-finance/lucide-rails"
 # Hotwire
 gem "stimulus-rails"
 gem "turbo-rails"
-
 gem "hotwire_combobox"
 
 # Background Jobs
-gem "sidekiq"
+gem "good_job"
 
 # Error logging
-gem "vernier"
-gem "rack-mini-profiler"
+gem "stackprof"
 gem "sentry-ruby"
 gem "sentry-rails"
-gem "sentry-sidekiq"
-gem "logtail-rails"
 
 # Active Storage
-gem "aws-sdk-s3", "~> 1.177.0", require: false
+gem "aws-sdk-s3", require: false
 gem "image_processing", ">= 1.2"
 
 # Other
@@ -56,12 +51,6 @@ gem "redcarpet"
 gem "stripe"
 gem "intercom-rails"
 gem "plaid"
-gem "rotp", "~> 6.3"
-gem "rqrcode", "~> 2.2"
-gem "activerecord-import"
-
-# AI
-gem "ruby-openai"
 
 group :development, :test do
   gem "debug", platforms: %i[mri windows]
@@ -78,7 +67,6 @@ group :development do
   gem "ruby-lsp-rails"
   gem "web-console"
   gem "faker"
-  gem "benchmark-ips"
 end
 
 group :test do

Gemfile.lock

@@ -61,8 +61,6 @@ GEM
       activemodel (= 7.2.2.1)
       activesupport (= 7.2.2.1)
       timeout (>= 0.4.0)
-    activerecord-import (2.1.0)
-      activerecord (>= 4.2)
     activestorage (7.2.2.1)
       actionpack (= 7.2.2.1)
       activejob (= 7.2.2.1)
@@ -83,29 +81,26 @@ GEM
       tzinfo (~> 2.0, >= 2.0.5)
     addressable (2.8.7)
       public_suffix (>= 2.0.2, < 7.0)
-    ast (2.4.3)
-    aws-eventstream (1.3.2)
-    aws-partitions (1.1073.0)
-    aws-sdk-core (3.221.0)
+    ast (2.4.2)
+    aws-eventstream (1.3.0)
+    aws-partitions (1.1023.0)
+    aws-sdk-core (3.214.0)
       aws-eventstream (~> 1, >= 1.3.0)
       aws-partitions (~> 1, >= 1.992.0)
       aws-sigv4 (~> 1.9)
-      base64
       jmespath (~> 1, >= 1.6.1)
-      logger
-    aws-sdk-kms (1.99.0)
-      aws-sdk-core (~> 3, >= 3.216.0)
+    aws-sdk-kms (1.96.0)
+      aws-sdk-core (~> 3, >= 3.210.0)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.177.0)
+    aws-sdk-s3 (1.176.1)
       aws-sdk-core (~> 3, >= 3.210.0)
       aws-sdk-kms (~> 1)
       aws-sigv4 (~> 1.5)
-    aws-sigv4 (1.11.0)
+    aws-sigv4 (1.10.1)
       aws-eventstream (~> 1, >= 1.0.2)
     base64 (0.2.0)
     bcrypt (3.1.20)
     benchmark (0.4.0)
-    benchmark-ips (2.14.0)
     better_html (2.1.1)
       actionview (>= 6.0)
       activesupport (>= 6.0)
@@ -117,7 +112,7 @@ GEM
     bindex (0.8.1)
     bootsnap (1.18.4)
       msgpack (~> 1.2)
-    brakeman (7.0.2)
+    brakeman (6.2.2)
       racc
     builder (3.3.0)
     capybara (3.40.0)
@@ -129,28 +124,26 @@ GEM
       rack-test (>= 0.6.3)
       regexp_parser (>= 1.5, < 3.0)
       xpath (~> 3.2)
-    childprocess (5.1.0)
-      logger (~> 1.5)
-    chunky_png (1.4.0)
+    childprocess (5.0.0)
     climate_control (1.2.0)
-    concurrent-ruby (1.3.5)
-    connection_pool (2.5.0)
+    concurrent-ruby (1.3.4)
+    connection_pool (2.4.1)
     crack (1.0.0)
       bigdecimal
       rexml
     crass (1.0.6)
-    csv (3.3.3)
+    csv (3.3.2)
     date (3.4.1)
     debug (1.10.0)
       irb (~> 1.10)
       reline (>= 0.3.8)
-    docile (1.4.1)
+    docile (1.4.0)
     dotenv (3.1.7)
     dotenv-rails (3.1.7)
       dotenv (= 3.1.7)
       railties (>= 6.1)
     drb (2.2.1)
-    erb_lint (0.9.0)
+    erb_lint (0.7.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
@@ -158,7 +151,8 @@ GEM
       rubocop (>= 1)
       smart_properties
     erubi (1.13.1)
-    event_stream_parser (1.0.0)
+    et-orbi (1.2.11)
+      tzinfo
     faker (3.5.1)
       i18n (>= 1.8.11, < 2)
     faraday (2.12.2)
@@ -169,33 +163,39 @@ GEM
       multipart-post (~> 2.0)
     faraday-net_http (3.4.0)
       net-http (>= 0.5.0)
-    faraday-retry (2.3.1)
+    faraday-retry (2.2.1)
       faraday (~> 2.0)
-    ffi (1.17.1-aarch64-linux-gnu)
-    ffi (1.17.1-aarch64-linux-musl)
-    ffi (1.17.1-arm-linux-gnu)
-    ffi (1.17.1-arm-linux-musl)
-    ffi (1.17.1-arm64-darwin)
-    ffi (1.17.1-x86_64-darwin)
-    ffi (1.17.1-x86_64-linux-gnu)
-    ffi (1.17.1-x86_64-linux-musl)
+    ffi (1.17.0-aarch64-linux-gnu)
+    ffi (1.17.0-arm-linux-gnu)
+    ffi (1.17.0-arm64-darwin)
+    ffi (1.17.0-x86-linux-gnu)
+    ffi (1.17.0-x86_64-darwin)
+    ffi (1.17.0-x86_64-linux-gnu)
+    fugit (1.11.1)
+      et-orbi (~> 1, >= 1.2.11)
+      raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    hashdiff (1.1.2)
-    highline (3.1.2)
-      reline
+    good_job (4.6.0)
+      activejob (>= 6.1.0)
+      activerecord (>= 6.1.0)
+      concurrent-ruby (>= 1.3.1)
+      fugit (>= 1.11.0)
+      railties (>= 6.1.0)
+      thor (>= 1.0.0)
+    hashdiff (1.1.1)
+    highline (3.0.1)
     hotwire-livereload (2.0.0)
       actioncable (>= 7.0.0)
       listen (>= 3.0.0)
       railties (>= 7.0.0)
-    hotwire_combobox (0.4.0)
-      platform_agent (>= 1.0.1)
+    hotwire_combobox (0.3.2)
       rails (>= 7.0.7.2)
       stimulus-rails (>= 1.2)
       turbo-rails (>= 1.2)
-    i18n (1.14.7)
+    i18n (1.14.6)
       concurrent-ruby (~> 1.0)
-    i18n-tasks (1.0.15)
+    i18n-tasks (1.0.14)
       activesupport (>= 4.0.2)
       ast (>= 2.1.0)
       erubi
@@ -204,10 +204,9 @@ 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)
+    image_processing (1.13.0)
+      mini_magick (>= 4.9.5, < 5)
       ruby-vips (>= 2.0.17, < 3)
     importmap-rails (2.1.0)
       actionpack (>= 6.0.0)
@@ -216,42 +215,28 @@ GEM
     inline_svg (1.10.0)
       activesupport (>= 3.0)
       nokogiri (>= 1.6)
-    intercom-rails (1.0.6)
+    intercom-rails (1.0.5)
       activesupport (> 4.0)
       jwt (~> 2.0)
     io-console (0.8.0)
-    irb (1.15.1)
-      pp (>= 0.6.0)
+    irb (1.14.3)
       rdoc (>= 4.0.0)
       reline (>= 0.4.2)
     jmespath (1.6.2)
-    json (2.10.2)
-    jwt (2.10.1)
+    json (2.9.0)
+    jwt (2.9.3)
       base64
-    language_server-protocol (3.17.0.4)
-    launchy (3.1.1)
+    language_server-protocol (3.17.0.3)
+    launchy (3.0.1)
       addressable (~> 2.8)
       childprocess (~> 5.0)
-      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)
-    logger (1.7.0)
-    logtail (0.1.17)
-      msgpack (~> 1.0)
-    logtail-rack (0.2.6)
-      logtail (~> 0.1)
-      rack (>= 1.2, < 4.0)
-    logtail-rails (0.2.10)
-      actionpack (>= 5.0.0)
-      activerecord (>= 5.0.0)
-      logtail (~> 0.1, >= 0.1.14)
-      logtail-rack (~> 0.1)
-      railties (>= 5.0.0)
-    loofah (2.24.0)
+    logger (1.6.4)
+    loofah (2.23.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
     mail (2.8.1)
@@ -261,79 +246,67 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
-    mini_magick (5.2.0)
-      benchmark
-      logger
+    mini_magick (4.13.2)
     mini_mime (1.1.5)
-    minitest (5.25.5)
+    mini_portile2 (2.8.8)
+    minitest (5.25.4)
     mocha (2.7.1)
       ruby2_keywords (>= 0.0.5)
-    msgpack (1.8.0)
+    msgpack (1.7.2)
     multipart-post (2.4.1)
     net-http (0.6.0)
       uri
-    net-imap (0.5.6)
+    net-imap (0.5.1)
       date
       net-protocol
     net-pop (0.1.2)
       net-protocol
     net-protocol (0.2.2)
       timeout
-    net-smtp (0.5.1)
+    net-smtp (0.5.0)
       net-protocol
     nio4r (2.7.4)
-    nokogiri (1.18.6-aarch64-linux-gnu)
+    nokogiri (1.18.1)
+      mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.18.6-aarch64-linux-musl)
+    nokogiri (1.18.1-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.6-arm-linux-gnu)
+    nokogiri (1.18.1-arm-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.6-arm-linux-musl)
+    nokogiri (1.18.1-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.6-arm64-darwin)
+    nokogiri (1.18.1-x86_64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.6-x86_64-darwin)
-      racc (~> 1.4)
-    nokogiri (1.18.6-x86_64-linux-gnu)
-      racc (~> 1.4)
-    nokogiri (1.18.6-x86_64-linux-musl)
+    nokogiri (1.18.1-x86_64-linux-gnu)
       racc (~> 1.4)
     octokit (9.2.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (9.3.4)
+    pagy (9.3.3)
     parallel (1.26.3)
-    parser (3.3.7.2)
+    parser (3.3.5.0)
       ast (~> 2.4.1)
       racc
     pg (1.5.9)
-    plaid (36.1.0)
+    plaid (34.0.0)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (>= 1.0.1, < 2.0)
-    platform_agent (1.0.1)
-      activesupport (>= 5.2.0)
-      useragent (~> 0.16.3)
-    pp (0.6.2)
-      prettyprint
-    prettyprint (0.2.0)
-    prism (1.4.0)
+    prism (1.2.0)
     propshaft (1.1.0)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
       rack
       railties (>= 7.0.0)
-    psych (5.2.3)
+    psych (5.2.2)
       date
       stringio
     public_suffix (6.0.1)
-    puma (6.6.0)
+    puma (6.5.0)
       nio4r (~> 2.0)
+    raabro (1.4.0)
     racc (1.8.1)
-    rack (3.1.12)
-    rack-mini-profiler (3.3.1)
-      rack (>= 1.2.0)
-    rack-session (2.1.0)
-      base64 (>= 0.1.0)
+    rack (3.1.8)
+    rack-session (2.0.0)
       rack (>= 3.0.0)
     rack-test (2.2.0)
       rack (>= 1.3)
@@ -360,7 +333,7 @@ GEM
     rails-html-sanitizer (1.6.2)
       loofah (~> 2.21)
       nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
-    rails-i18n (7.0.10)
+    rails-i18n (7.0.9)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
     rails-settings-cached (2.9.6)
@@ -379,165 +352,136 @@ GEM
     rb-fsevent (0.11.2)
     rb-inotify (0.11.1)
       ffi (~> 1.0)
-    rbs (3.9.1)
+    rbs (3.6.1)
       logger
-    rdoc (6.13.0)
+    rdoc (6.10.0)
       psych (>= 4.0.0)
-    redcarpet (3.6.1)
-    redis (5.4.0)
-      redis-client (>= 0.22.0)
-    redis-client (0.24.0)
-      connection_pool
-    regexp_parser (2.10.0)
+    redcarpet (3.6.0)
+    regexp_parser (2.9.2)
     reline (0.6.0)
       io-console (~> 0.5)
-    rexml (3.4.1)
-    rotp (6.3.0)
-    rqrcode (2.2.0)
-      chunky_png (~> 1.0)
-      rqrcode_core (~> 1.0)
-    rqrcode_core (1.2.0)
-    rubocop (1.74.0)
+    rexml (3.3.9)
+    rubocop (1.67.0)
       json (~> 2.3)
-      language_server-protocol (~> 3.17.0.2)
-      lint_roller (~> 1.1.0)
+      language_server-protocol (>= 3.17.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 2.9.3, < 3.0)
-      rubocop-ast (>= 1.38.0, < 2.0)
+      regexp_parser (>= 2.4, < 3.0)
+      rubocop-ast (>= 1.32.2, < 2.0)
       ruby-progressbar (~> 1.7)
-      unicode-display_width (>= 2.4.0, < 4.0)
-    rubocop-ast (1.41.0)
-      parser (>= 3.3.7.2)
-    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)
+      unicode-display_width (>= 2.4.0, < 3.0)
+    rubocop-ast (1.32.3)
+      parser (>= 3.3.1.0)
+    rubocop-minitest (0.35.0)
+      rubocop (>= 1.61, < 2.0)
+      rubocop-ast (>= 1.31.1, < 2.0)
+    rubocop-performance (1.21.0)
+      rubocop (>= 1.48.1, < 2.0)
+      rubocop-ast (>= 1.31.1, < 2.0)
+    rubocop-rails (2.25.0)
       activesupport (>= 4.2.0)
-      lint_roller (~> 1.1)
       rack (>= 1.1)
-      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 (0.23.12)
+      rubocop (>= 1.33.0, < 2.0)
+      rubocop-ast (>= 1.31.1, < 2.0)
+    rubocop-rails-omakase (1.0.0)
+      rubocop
+      rubocop-minitest
+      rubocop-performance
+      rubocop-rails
+    ruby-lsp (0.22.1)
       language_server-protocol (~> 3.17.0)
       prism (>= 1.2, < 2.0)
       rbs (>= 3, < 4)
       sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.4.0)
-      ruby-lsp (>= 0.23.0, < 0.24.0)
-    ruby-openai (8.1.0)
-      event_stream_parser (>= 0.3.0, < 2.0.0)
-      faraday (>= 1)
-      faraday-multipart (>= 1)
+    ruby-lsp-rails (0.3.27)
+      ruby-lsp (>= 0.22.0, < 0.23.0)
     ruby-progressbar (1.13.0)
-    ruby-vips (2.2.3)
+    ruby-vips (2.2.2)
       ffi (~> 1.12)
       logger
     ruby2_keywords (0.0.5)
-    rubyzip (2.4.1)
+    rubyzip (2.3.2)
     sawyer (0.9.2)
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
     securerandom (0.4.1)
-    selenium-webdriver (4.31.0)
+    selenium-webdriver (4.27.0)
       base64 (~> 0.2)
       logger (~> 1.4)
       rexml (~> 3.2, >= 3.2.5)
       rubyzip (>= 1.2.2, < 3.0)
       websocket (~> 1.0)
-    sentry-rails (5.23.0)
+    sentry-rails (5.22.1)
       railties (>= 5.0)
-      sentry-ruby (~> 5.23.0)
-    sentry-ruby (5.23.0)
+      sentry-ruby (~> 5.22.1)
+    sentry-ruby (5.22.1)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
-    sentry-sidekiq (5.23.0)
-      sentry-ruby (~> 5.23.0)
-      sidekiq (>= 3.0)
-    sidekiq (8.0.2)
-      connection_pool (>= 2.5.0)
-      json (>= 2.9.0)
-      logger (>= 1.6.2)
-      rack (>= 3.1.0)
-      redis-client (>= 0.23.2)
     simplecov (0.22.0)
       docile (~> 1.1)
       simplecov-html (~> 0.11)
       simplecov_json_formatter (~> 0.1)
-    simplecov-html (0.13.1)
+    simplecov-html (0.12.3)
     simplecov_json_formatter (0.1.4)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11953)
+    sorbet-runtime (0.5.11663)
+    stackprof (0.2.26)
     stimulus-rails (1.3.4)
       railties (>= 6.0.0)
-    stringio (3.1.5)
-    stripe (14.0.0)
-    tailwindcss-rails (4.2.1)
+    stringio (3.1.2)
+    stripe (13.3.0)
+    tailwindcss-rails (3.0.0)
       railties (>= 7.0.0)
-      tailwindcss-ruby (~> 4.0)
-    tailwindcss-ruby (4.0.15)
-    tailwindcss-ruby (4.0.15-aarch64-linux-gnu)
-    tailwindcss-ruby (4.0.15-aarch64-linux-musl)
-    tailwindcss-ruby (4.0.15-arm64-darwin)
-    tailwindcss-ruby (4.0.15-x86_64-darwin)
-    tailwindcss-ruby (4.0.15-x86_64-linux-gnu)
-    tailwindcss-ruby (4.0.15-x86_64-linux-musl)
-    terminal-table (4.0.0)
-      unicode-display_width (>= 1.1.1, < 4)
+      tailwindcss-ruby
+    tailwindcss-ruby (3.4.14)
+    tailwindcss-ruby (3.4.14-aarch64-linux)
+    tailwindcss-ruby (3.4.14-arm-linux)
+    tailwindcss-ruby (3.4.14-arm64-darwin)
+    tailwindcss-ruby (3.4.14-x86_64-darwin)
+    tailwindcss-ruby (3.4.14-x86_64-linux)
+    terminal-table (3.0.2)
+      unicode-display_width (>= 1.1.1, < 3)
     thor (1.3.2)
     timeout (0.4.3)
-    turbo-rails (2.0.13)
-      actionpack (>= 7.1.0)
-      railties (>= 7.1.0)
+    turbo-rails (2.0.11)
+      actionpack (>= 6.0.0)
+      railties (>= 6.0.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
-    unicode-display_width (3.1.4)
-      unicode-emoji (~> 4.0, >= 4.0.4)
-    unicode-emoji (4.0.4)
-    uri (1.0.3)
+    unicode-display_width (2.6.0)
+    uri (1.0.2)
     useragent (0.16.11)
     vcr (6.3.1)
       base64
-    vernier (1.7.0)
     web-console (4.2.1)
       actionview (>= 6.0.0)
       activemodel (>= 6.0.0)
       bindex (>= 0.4.0)
       railties (>= 6.0.0)
-    webmock (3.25.1)
+    webmock (3.24.0)
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
     websocket (1.2.11)
-    websocket-driver (0.7.7)
-      base64
+    websocket-driver (0.7.6)
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.7.2)
+    zeitwerk (2.7.1)
 
 PLATFORMS
-  aarch64-linux-gnu
-  aarch64-linux-musl
-  arm-linux-gnu
-  arm-linux-musl
+  aarch64-linux
+  arm-linux
   arm64-darwin
+  x86-linux
   x86_64-darwin
-  x86_64-linux-gnu
-  x86_64-linux-musl
+  x86_64-linux
 
 DEPENDENCIES
-  activerecord-import
-  aws-sdk-s3 (~> 1.177.0)
+  aws-sdk-s3
   bcrypt (~> 3.1)
-  benchmark-ips
   bootsnap
   brakeman
   capybara
@@ -550,6 +494,7 @@ DEPENDENCIES
   faraday
   faraday-multipart
   faraday-retry
+  good_job
   hotwire-livereload
   hotwire_combobox
   i18n-tasks
@@ -559,7 +504,6 @@ DEPENDENCIES
   intercom-rails
   jwt
   letter_opener
-  logtail-rails
   lucide-rails!
   mocha
   octokit
@@ -568,34 +512,27 @@ DEPENDENCIES
   plaid
   propshaft
   puma (>= 5.0)
-  rack-mini-profiler
   rails (~> 7.2.2)
   rails-settings-cached
   redcarpet
-  redis (~> 5.4)
-  rotp (~> 6.3)
-  rqrcode (~> 2.2)
   rubocop-rails-omakase
   ruby-lsp-rails
-  ruby-openai
   selenium-webdriver
   sentry-rails
   sentry-ruby
-  sentry-sidekiq
-  sidekiq
   simplecov
+  stackprof
   stimulus-rails
   stripe
   tailwindcss-rails
   turbo-rails
   tzinfo-data
   vcr
-  vernier
   web-console
   webmock
 
 RUBY VERSION
-   ruby 3.4.1p0
+   ruby 3.3.5p100
 
 BUNDLED WITH
-   2.6.3
+   2.5.22

Procfile.dev

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

README.md

@@ -6,6 +6,9 @@
 <b>Get
 involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
 
+_If you're looking for the previous React codebase, you can find it
+at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
+
 ## Backstory
 
 We spent the better part of 2021/2022 building a personal finance + wealth
@@ -26,17 +29,9 @@ and eventually offer a hosted version of the app for a small monthly fee.
 
 There are 3 primary ways to use the Maybe app:
 
-1. Managed (easiest) - we're in alpha and release invites in our Discord
-2. [Self-host with Docker](docs/hosting/docker.md)
-
-## Contributing
-
-Before contributing, you'll likely find it helpful
-to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
-
-Once you've done that, please visit
-our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
-to get started!
+1. Managed (easiest) - _coming soon..._
+2. [One-click deploy](docs/hosting/one-click-deploy.md)
+3. [Self-host with Docker](docs/hosting/docker.md)
 
 ## Local Development Setup
 
@@ -80,10 +75,46 @@ If you'd like multi-currency support, there are a few extra steps to follow.
 
 ### Setup Guides
 
-- [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
-- [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide)
-- [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
-- Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more
+#### Dev Container (optional)
+
+This is 100% optional and meant for devs who don't want to worry about
+installing requirements manually for their platform. You can
+follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers)
+to learn more about Dev Containers.
+
+If you run into `could not connect to server` errors, you may need to change
+your `.env`'s `DB_HOST` environment variable value to `db` to point to the
+Postgres container.
+
+#### Mac
+
+Please visit
+our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
+
+#### Linux
+
+Please visit
+our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
+
+#### Windows
+
+Please visit
+our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
+
+### Testing Emails
+
+In development, we use `letter_opener` to automatically open emails in your
+browser. When an email sends locally, a new browser tab will open with a
+preview.
+
+## Contributing
+
+Before contributing, you'll likely find it helpful
+to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
+
+Once you've done that, please visit
+our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
+to get started!
 
 ## Repo Activity
 

app/assets/images/ai.svg

@@ -1,85 +0,0 @@
-<svg width="62" height="68" viewBox="0 0 62 68" fill="none" xmlns="http://www.w3.org/2000/svg">
-<g filter="url(#filter0_f_7620_90382)">
-<path d="M15.0109 27.3668C14.8138 11.2848 17.2087 15.4884 28.5797 15.5133L32.8675 15.5228C44.2383 15.5478 46.7179 11.3549 46.9149 27.4368L46.9891 33.5015C47.1861 49.5834 44.7913 53.0249 33.4205 52.9999L29.1325 52.9906C17.7617 52.9656 15.2823 49.5134 15.0852 33.4315L15.0109 27.3668Z" fill="url(#paint0_linear_7620_90382)" fill-opacity="0.15"/>
-</g>
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app/assets/images/logomark-color.svg

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-<svg xmlns="http://www.w3.org/2000/svg" width="36" height="36" viewBox="0 0 36 36" fill="none">
-  <path d="M8.39804 24.0315H4.09584C3.07641 24.0315 2.25 24.8609 2.25 25.8841C2.25 26.9072 3.07641 27.7367 4.09584 27.7367H8.39804C9.41747 27.7367 10.2439 26.9072 10.2439 25.8841C10.2439 24.8609 9.41747 24.0315 8.39804 24.0315Z" fill="#F23E94"/>
-  <path d="M27.6403 27.7359H31.9425C32.9619 27.7359 33.7883 26.9065 33.7883 25.8833C33.7883 24.8601 32.9619 24.0307 31.9425 24.0307H27.6403C26.6209 24.0307 25.7945 24.8601 25.7945 25.8833C25.7945 26.9065 26.6209 27.7359 27.6403 27.7359Z" fill="#F23E94"/>
-  <path d="M19.7588 24.0189H16.2567C15.2373 24.0189 14.4109 24.8483 14.4109 25.8715C14.4109 26.8947 15.2373 27.7241 16.2567 27.7241H19.7588C20.7783 27.7241 21.6047 26.8947 21.6047 25.8715C21.6047 24.8483 20.7783 24.0189 19.7588 24.0189Z" fill="#F23E94"/>
-  <path d="M25.9683 22.4047H30.1112C31.1306 22.4047 31.957 21.5753 31.957 20.5521C31.957 19.529 31.1306 18.6995 30.1112 18.6995H25.9683C24.9489 18.6995 24.1225 19.529 24.1225 20.5521C24.1225 21.5753 24.9489 22.4047 25.9683 22.4047Z" fill="#6927DA"/>
-  <path d="M9.99971 18.6993H5.85685C4.83742 18.6993 4.01101 19.5288 4.01101 20.5519C4.01101 21.5751 4.83742 22.4045 5.85685 22.4045H9.99971C11.0191 22.4045 11.8455 21.5751 11.8455 20.5519C11.8455 19.5288 11.0191 18.6993 9.99971 18.6993Z" fill="#6927DA"/>
-  <path d="M21.0888 18.6875H14.924C13.9045 18.6875 13.0781 19.517 13.0781 20.5401C13.0781 21.5633 13.9045 22.3927 14.924 22.3927H21.0888C22.1082 22.3927 22.9346 21.5633 22.9346 20.5401C22.9346 19.517 22.1082 18.6875 21.0888 18.6875Z" fill="#6927DA"/>
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-</svg>

app/assets/stylesheets/application.css

@@ -0,0 +1 @@
+/* Application styles */

app/assets/stylesheets/application.tailwind.css

@@ -0,0 +1,181 @@
+@tailwind base;
+@tailwind components;
+@tailwind utilities;
+
+/* Reset rules, default styles applied to plain HTML */
+@layer base {
+  details>summary::-webkit-details-marker {
+    @apply hidden;
+  }
+
+  details>summary {
+    @apply list-none;
+  }
+}
+
+@layer components {
+  .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;
+  }
+
+
+  .form-field__label, .hw-combobox__label {
+    @apply block text-xs text-gray-500 peer-disabled:text-gray-400;
+  }
+
+  .form-field__input {
+    @apply border-none bg-transparent text-sm opacity-100 w-full p-0;
+    @apply focus:opacity-100 focus:outline-none focus:ring-0;
+    @apply placeholder-shown:opacity-50;
+    @apply disabled:text-gray-400;
+  }
+
+  .form-field__radio {
+    @apply text-gray-900;
+  }
+
+  .form-field__submit {
+    @apply cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
+  }
+
+  input:checked+label+.toggle-switch-dot {
+    transform: translateX(100%);
+  }
+
+  [type='checkbox'].maybe-checkbox {
+    @apply rounded-sm;
+  }
+
+  [type='checkbox'].maybe-checkbox--light {
+    @apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
+  }
+
+  [type='checkbox'].maybe-checkbox--dark {
+    @apply ring-gray-900 checked:text-white;
+  }
+
+  [type='checkbox'].maybe-checkbox--dark:checked {
+    background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
+  }
+
+  select[multiple="multiple"] {
+    @apply py-2 pr-2 space-y-0.5;
+  }
+
+  select[multiple="multiple"] option {
+    @apply py-2 rounded-md;
+  }
+
+  select[multiple="multiple"] option:checked {
+    @apply after:content-['\2713'] bg-white after:text-gray-500 after:ml-2;
+  }
+
+  select[multiple="multiple"] option:active,
+  select[multiple="multiple"] option:focus {
+    @apply bg-white;
+  }
+
+  .maybe-switch {
+    @apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
+    @apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
+    @apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
+  }
+
+  .prose--github-release-notes {
+    .octicon {
+      @apply inline-block overflow-visible align-text-bottom fill-current;
+    }
+
+    .dropdown-caret {
+      @apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
+    }
+
+    .user-mention {
+      @apply font-bold;
+    }
+  }
+
+  .tooltip {
+    @apply hidden absolute;
+  }
+
+  .btn {
+    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer disabled:cursor-not-allowed focus:outline-gray-500;
+  }
+
+  .btn--primary {
+    @apply bg-gray-900 text-white hover:bg-gray-700 disabled:bg-gray-50 disabled:hover:bg-gray-50 disabled:text-gray-400;
+  }
+
+  .btn--secondary {
+    @apply bg-gray-50 hover:bg-gray-100 text-gray-900;
+  }
+
+  .btn--outline {
+    @apply border border-alpha-black-200 text-gray-900 hover:bg-gray-50 disabled:bg-gray-50 disabled:hover:bg-gray-50 disabled:text-gray-400;
+  }
+
+  .btn--ghost {
+    @apply border border-transparent text-gray-900 hover:bg-gray-50;
+  }
+}
+
+.combobox {
+  .hw-combobox__main__wrapper, .hw-combobox__input {
+    @apply w-full;
+  }
+
+  .hw-combobox__main__wrapper {
+    @apply border-0 p-0 focus:border-0 ring-0 focus:ring-0 shadow-none focus:shadow-none focus-within:shadow-none;
+  }
+
+  .hw-combobox__listbox {
+    @apply absolute top-[160%] right-0 w-full bg-transparent rounded z-30;
+  }
+
+  .hw_combobox__pagination__wrapper {
+    @apply h-px;
+
+    &:only-child {
+      @apply bg-transparent;
+    }
+  }
+
+  --hw-border-color: rgba(0, 0, 0, 0.2);
+  --hw-handle-width: 20px;
+  --hw-handle-height: 20px;
+  --hw-handle-offset-right: 0px;
+}
+
+/* Small, single purpose classes that should take precedence over other styles */
+@layer utilities {
+  .scrollbar::-webkit-scrollbar {
+    width: 4px;
+  }
+
+  .scrollbar::-webkit-scrollbar-thumb {
+    background: #d6d6d6;
+    border-radius: 10px;
+  }
+
+  .scrollbar::-webkit-scrollbar-thumb:hover {
+    background: #a6a6a6;
+  }
+}
+
+/* Custom scrollbar implementation for Windows browsers */
+.windows {
+  ::-webkit-scrollbar {
+    width: 4px;
+  }
+
+  ::-webkit-scrollbar-thumb {
+    background: #d6d6d6;
+    border-radius: 10px;
+  }
+
+  ::-webkit-scrollbar-thumb:hover {
+    background: #a6a6a6;
+  }  
+}

app/assets/tailwind/application.css

@@ -1,169 +0,0 @@
-@import 'tailwindcss';
-
-@import "./maybe-design-system.css";
-
-@import "./geist-font.css";
-@import "./geist-mono-font.css";
-
-@plugin "@tailwindcss/typography";
-@plugin "@tailwindcss/forms";
-
-@import "./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 {
-    @apply w-full;
-  }
-
-  .hw-combobox__main__wrapper {
-    @apply border-0 p-0 focus:border-0 ring-0 focus:ring-0 shadow-none focus:shadow-none focus-within:shadow-none;
-  }
-
-  .hw-combobox__listbox {
-    @apply absolute top-[160%] right-0 w-full bg-transparent rounded z-30;
-  }
-
-  .hw-combobox__label {
-    @apply block text-xs text-gray-500 peer-disabled:text-gray-400;
-  }
-
-  .hw_combobox__pagination__wrapper {
-    @apply h-px;
-
-    &:only-child {
-      @apply bg-transparent;
-    }
-  }
-
-  --hw-border-color: rgba(0, 0, 0, 0.2);
-  --hw-handle-width: 20px;
-  --hw-handle-height: 20px;
-  --hw-handle-offset-right: 0px;
-}
-
-/* Typography */
-.prose {
-  @apply max-w-none;
-
-  h2 {
-    @apply text-xl font-medium;
-  }
-
-  h3 {
-    @apply text-lg font-medium;
-  }
-
-  li {
-    @apply m-0;
-  }
-
-  details {
-    @apply mb-4 rounded-xl mt-3.5;
-  }
-
-  summary {
-    @apply flex items-center gap-1;
-  }
-
-  video {
-    @apply m-0 rounded-b-xl;
-  }
-}
-
-.prose--github-release-notes {
-  .octicon {
-    @apply inline-block overflow-visible align-text-bottom fill-current;
-  }
-
-  .dropdown-caret {
-    @apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
-  }
-
-  .user-mention {
-    @apply font-bold;
-  }
-}
-
-.prose--ai-chat {
-  @apply break-words;
-
-  p, li {
-    @apply text-sm text-primary;
-  }
-
-  scrollbar-width: thin;
-  scrollbar-color: rgba(156, 163, 175, 0.5) transparent;
-
-  ::-webkit-scrollbar {
-    width: 6px;
-  }
-
-  ::-webkit-scrollbar-track {
-    background: transparent;
-  }
-
-  ::-webkit-scrollbar-thumb {
-    background-color: rgba(156, 163, 175, 0.5);
-    border-radius: 3px; 
-  }
-}
-
-/* Custom scrollbar implementation for Windows browsers */
-.windows {
-  ::-webkit-scrollbar {
-    width: 4px;
-  }
-
-  ::-webkit-scrollbar-thumb {
-    background: #d6d6d6;
-    border-radius: 10px;
-  }
-
-  ::-webkit-scrollbar-thumb:hover {
-    background: #a6a6a6;
-  }  
-}
-
-.scrollbar {
-  &::-webkit-scrollbar {
-    width: 4px;
-  }
-
-  &::-webkit-scrollbar-thumb {
-    background: #d6d6d6;
-    border-radius: 10px;
-  }
-
-  &::-webkit-scrollbar-thumb:hover {
-    background: #a6a6a6;
-  }
-}
-/* The following Markdown CSS has been removed as requested */

app/assets/tailwind/geist-font.css

@@ -1,85 +0,0 @@
-
-
-/* Variable font */
-@font-face {
-  font-family: 'Geist';
-  src: url('./geist/Geist[wght].woff2') format('woff2-variations');
-  font-weight: 100 900;
-  font-style: normal;
-  font-display: swap;
-}
-
-/* Static fonts (fallback) */
-@supports not (font-variation-settings: normal) {
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-Thin.woff2') format('woff2');
-    font-weight: 100;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-ExtraLight.woff2') format('woff2');
-    font-weight: 200;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-Light.woff2') format('woff2');
-    font-weight: 300;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-Regular.woff2') format('woff2');
-    font-weight: 400;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-Medium.woff2') format('woff2');
-    font-weight: 500;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-SemiBold.woff2') format('woff2');
-    font-weight: 600;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-Bold.woff2') format('woff2');
-    font-weight: 700;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-ExtraBold.woff2') format('woff2');
-    font-weight: 800;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist';
-    src: url('./geist/Geist-Black.woff2') format('woff2');
-    font-weight: 900;
-    font-style: normal;
-    font-display: swap;
-  }
-}

app/assets/tailwind/geist-mono-font.css

@@ -1,83 +0,0 @@
-/* Variable font */
-@font-face {
-  font-family: 'Geist Mono';
-  src: url('./geist_mono/GeistMono[wght].woff2') format('woff2-variations');
-  font-weight: 100 950;
-  font-style: normal;
-  font-display: swap;
-}
-
-/* Static fonts (fallback) */
-@supports not (font-variation-settings: normal) {
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-Thin.woff2') format('woff2');
-    font-weight: 100;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-UltraLight.woff2') format('woff2');
-    font-weight: 200;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-Light.woff2') format('woff2');
-    font-weight: 300;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-Regular.woff2') format('woff2');
-    font-weight: 400;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-Medium.woff2') format('woff2');
-    font-weight: 500;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-SemiBold.woff2') format('woff2');
-    font-weight: 600;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-Bold.woff2') format('woff2');
-    font-weight: 700;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-Black.woff2') format('woff2');
-    font-weight: 900;
-    font-style: normal;
-    font-display: swap;
-  }
-
-  @font-face {
-    font-family: 'Geist Mono';
-    src: url('./geist_mono/GeistMono-UltraBlack.woff2') format('woff2');
-    font-weight: 950;
-    font-style: normal;
-    font-display: swap;
-  }
-}

app/assets/tailwind/maybe-design-system.css

@@ -1,763 +0,0 @@
-/* 
-  This file contains all of the Figma design tokens, components, etc. that 
-  are used globally across the app. 
-
-  One-off styling (3rd party overrides, etc.) should be done in the application.css file.
-*/
-
-@custom-variant theme-dark (&:where([data-theme=dark], [data-theme=dark] *));
-
-@theme {
-  /* Font families */
-  --font-sans: 'Geist', system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
-  --font-mono: 'Geist Mono', ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, monospace;
-
-  /* Base colors */
-  --color-white: #ffffff;
-  --color-black: #0B0B0B;
-  --color-success: var(--color-green-600);
-  --color-warning: var(--color-yellow-600);
-  --color-destructive: var(--color-red-600);
-
-  /* Gray scale */
-  --color-gray-25: #FAFAFA;
-  --color-gray-50: #F7F7F7;
-  --color-gray-100: #F0F0F0;
-  --color-gray-200: #E7E7E7;
-  --color-gray-300: #CFCFCF;
-  --color-gray-400: #9E9E9E;
-  --color-gray-500: #737373;
-  --color-gray-600: #5C5C5C;
-  --color-gray-700: #363636;
-  --color-gray-800: #242424;
-  --color-gray-900: #171717;
-  --color-gray: var(--color-gray-500);
-  --color-gray-tint-5: --alpha(var(--color-gray-500) / 5%);
-  --color-gray-tint-10: --alpha(var(--color-gray-500) / 10%);
-
-  /* Alpha colors */
-  --color-alpha-white-25: --alpha(var(--color-white) / 3%);
-  --color-alpha-white-50: --alpha(var(--color-white) / 5%);
-  --color-alpha-white-100: --alpha(var(--color-white) / 8%);
-  --color-alpha-white-200: --alpha(var(--color-white) / 10%);
-  --color-alpha-white-300: --alpha(var(--color-white) / 15%);
-  --color-alpha-white-400: --alpha(var(--color-white) / 20%);
-  --color-alpha-white-500: --alpha(var(--color-white) / 30%);
-  --color-alpha-white-600: --alpha(var(--color-white) / 40%);
-  --color-alpha-white-700: --alpha(var(--color-white) / 50%);
-  --color-alpha-white-800: --alpha(var(--color-white) / 70%);
-  --color-alpha-white-900: --alpha(var(--color-white) / 85%);
-
-  --color-alpha-black-25: --alpha(var(--color-black) / 3%);
-  --color-alpha-black-50: --alpha(var(--color-black) / 5%);
-  --color-alpha-black-100: --alpha(var(--color-black) / 8%);
-  --color-alpha-black-200: --alpha(var(--color-black) / 10%);
-  --color-alpha-black-300: --alpha(var(--color-black) / 15%);
-  --color-alpha-black-400: --alpha(var(--color-black) / 20%);
-  --color-alpha-black-500: --alpha(var(--color-black) / 30%);
-  --color-alpha-black-600: --alpha(var(--color-black) / 40%);
-  --color-alpha-black-700: --alpha(var(--color-black) / 50%);
-  --color-alpha-black-800: --alpha(var(--color-black) / 70%);
-  --color-alpha-black-900: --alpha(var(--color-black) / 85%);
-
-  /* Red scale */
-  --color-red-25: #FFFBFB;
-  --color-red-50: #FFF1F0;
-  --color-red-100: #FFDEDB;
-  --color-red-200: #FEB9B3;
-  --color-red-300: #F88C86;
-  --color-red-400: #ED4E4E;
-  --color-red-500: #F13636;
-  --color-red-600: #EC2222;
-  --color-red-700: #C91313;
-  --color-red-800: #A40E0E;
-  --color-red-900: #7E0707;
-  --color-red-tint-5: --alpha(var(--color-red-500) / 5%);
-  --color-red-tint-10: --alpha(var(--color-red-500) / 10%);
-
-  /* Green scale */
-  --color-green-25: #F6FEF9;
-  --color-green-50: #ECFDF3;
-  --color-green-100: #D1FADF;
-  --color-green-200: #A6F4C5;
-  --color-green-300: #6CE9A6;
-  --color-green-400: #32D583;
-  --color-green-500: #12B76A;
-  --color-green-600: #10A861;
-  --color-green-700: #078C52;
-  --color-green-800: #05603A;
-  --color-green-900: #054F31;
-  --color-green-tint-5: --alpha(var(--color-green-500) / 5%);
-  --color-green-tint-10: --alpha(var(--color-green-500) / 10%);
-
-  /* Yellow scale */
-  --color-yellow-25: #FFFCF5;
-  --color-yellow-50: #FFFAEB;
-  --color-yellow-100: #FEF0C7;
-  --color-yellow-200: #FEDF89;
-  --color-yellow-300: #FEC84B;
-  --color-yellow-400: #FDB022;
-  --color-yellow-500: #F79009;
-  --color-yellow-600: #DC6803;
-  --color-yellow-700: #B54708;
-  --color-yellow-800: #93370D;
-  --color-yellow-900: #7A2E0E;
-  --color-yellow-tint-5: --alpha(var(--color-yellow-500) / 5%);
-  --color-yellow-tint-10: --alpha(var(--color-yellow-500) / 10%);
-
-  /* Cyan scale */
-  --color-cyan-25: #F5FEFF;
-  --color-cyan-50: #ECFDFF;
-  --color-cyan-100: #CFF9FE;
-  --color-cyan-200: #A5F0FC;
-  --color-cyan-300: #67E3F9;
-  --color-cyan-400: #22CCEE;
-  --color-cyan-500: #06AED4;
-  --color-cyan-600: #088AB2;
-  --color-cyan-700: #0E7090;
-  --color-cyan-800: #155B75;
-  --color-cyan-900: #155B75;
-  --color-cyan-tint-5: --alpha(var(--color-cyan-500) / 5%);
-  --color-cyan-tint-10: --alpha(var(--color-cyan-500) / 10%);
-
-  /* Blue scale */
-  --color-blue-25: #F5FAFF;
-  --color-blue-50: #EFF8FF;
-  --color-blue-100: #D1E9FF;
-  --color-blue-200: #B2DDFF;
-  --color-blue-300: #84CAFF;
-  --color-blue-400: #53B1FD;
-  --color-blue-500: #2E90FA;
-  --color-blue-600: #1570EF;
-  --color-blue-700: #175CD3;
-  --color-blue-800: #1849A9;
-  --color-blue-900: #194185;
-  --color-blue-tint-5: --alpha(var(--color-blue-500) / 5%);
-  --color-blue-tint-10: --alpha(var(--color-blue-500) / 10%);
-
-  /* Indigo scale */
-  --color-indigo-25: #F5F8FF;
-  --color-indigo-50: #EFF4FF;
-  --color-indigo-100: #E0EAFF;
-  --color-indigo-200: #C7D7FE;
-  --color-indigo-300: #A4BCFD;
-  --color-indigo-400: #8098F9;
-  --color-indigo-500: #6172F3;
-  --color-indigo-600: #444CE7;
-  --color-indigo-700: #3538CD;
-  --color-indigo-800: #2D31A6;
-  --color-indigo-900: #2D3282;
-  --color-indigo-tint-5: --alpha(var(--color-indigo-500) / 5%);
-  --color-indigo-tint-10: --alpha(var(--color-indigo-500) / 10%);
-
-  /* Violet scale */
-  --color-violet-25: #FBFAFF;
-  --color-violet-50: #F5F3FF;
-  --color-violet-100: #ECE9FE;
-  --color-violet-200: #DDD6FE;
-  --color-violet-300: #C3B5FD;
-  --color-violet-400: #A48AFB;
-  --color-violet-500: #875BF7;
-  --color-violet-600: #7839EE;
-  --color-violet-700: #6927DA;
-  --color-violet-tint-5: --alpha(var(--color-violet-500) / 5%);
-  --color-violet-tint-10: --alpha(var(--color-violet-500) / 10%);
-
-  /* Fuchsia scale */
-  --color-fuchsia-25: #FEFAFF;
-  --color-fuchsia-50: #FDF4FF;
-  --color-fuchsia-100: #FBE8FF;
-  --color-fuchsia-200: #F6D0FE;
-  --color-fuchsia-300: #EEAAFD;
-  --color-fuchsia-400: #E478FA;
-  --color-fuchsia-500: #D444F1;
-  --color-fuchsia-600: #BA24D5;
-  --color-fuchsia-700: #9F1AB1;
-  --color-fuchsia-800: #821890;
-  --color-fuchsia-900: #6F1877;
-  --color-fuchsia-tint-5: --alpha(var(--color-fuchsia-500) / 5%);
-  --color-fuchsia-tint-10: --alpha(var(--color-fuchsia-500) / 10%);
-
-  /* Pink scale */
-  --color-pink-25: #FFFAFC;
-  --color-pink-50: #FEF0F7;
-  --color-pink-100: #FFD1E2;
-  --color-pink-200: #FFB1CE;
-  --color-pink-300: #FD8FBA;
-  --color-pink-400: #F86BA7;
-  --color-pink-500: #F23E94;
-  --color-pink-600: #D5327F;
-  --color-pink-700: #BA256B;
-  --color-pink-800: #9E1958;
-  --color-pink-900: #840B45;
-  --color-pink-tint-5: --alpha(var(--color-pink-500) / 5%);
-  --color-pink-tint-10: --alpha(var(--color-pink-500) / 10%);
-
-  /* Orange scale */
-  --color-orange-25: #FFF9F5;
-  --color-orange-50: #FFF4ED;
-  --color-orange-100: #FFE6D5;
-  --color-orange-200: #FFD6AE;
-  --color-orange-300: #FF9C66;
-  --color-orange-400: #FF692E;
-  --color-orange-500: #FF4405;
-  --color-orange-600: #E62E05;
-  --color-orange-700: #BC1B06;
-  --color-orange-800: #97180C;
-  --color-orange-900: #771A0D;
-  --color-orange-tint-5: --alpha(var(--color-orange-500) / 5%);
-  --color-orange-tint-10: --alpha(var(--color-orange-500) / 10%);
-
-  /* Border radius overrides */
-  --border-radius-md: 8px;
-  --border-radius-lg: 10px;
-
-  --shadow-xs: 0px 1px 2px 0px --alpha(var(--color-black) / 6%);
-  --shadow-sm: 0px 1px 6px 0px --alpha(var(--color-black) / 6%);
-  --shadow-md: 0px 4px 8px -2px --alpha(var(--color-black) / 6%);
-  --shadow-lg: 0px 12px 16px -4px --alpha(var(--color-black) / 6%);
-  --shadow-xl: 0px 20px 24px -4px --alpha(var(--color-black) / 6%);
-}
-
-/* Custom shadow borders used for surfaces / containers  */
-@utility shadow-border-xs {
-  box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-black-50);
-}
-
-@utility shadow-border-sm {
-  box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-black-50);
-}
-
-@utility shadow-border-md {
-  box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-black-50);
-}
-
-@utility shadow-border-lg {
-  box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-black-50);
-}
-
-@utility shadow-border-xl {
-  box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-black-50);
-}
-
-/* Design system color utilities */
-@utility text-primary {
-  @apply text-gray-900;
-
-  @variant theme-dark {
-   @apply text-white;
-  }
-}
-
-@utility text-secondary {
-  @apply text-gray-500;
-
-  @variant theme-dark {
-    @apply text-gray-400;
-  }
-}
-
-@utility text-subdued {
-  @apply text-gray-400;
-
-  @variant theme-dark {
-    @apply text-gray-600;
-  }
-}
-
-@utility text-link {
-  @apply text-blue-600;
-
-  @variant theme-dark {
-    @apply text-blue-500;
-  }
-}
-
-@utility bg-surface {
-  @apply bg-gray-50;
-
-  @variant theme-dark {
-    @apply bg-black;
-  }
-}
-
-@utility bg-surface-hover {
-  @apply bg-gray-100;
-
-  @variant theme-dark {
-    @apply bg-gray-800;
-  }
-}
-
-@utility bg-surface-inset {
-  @apply bg-gray-100;
-
-  @variant theme-dark {
-    @apply bg-gray-900;
-  }
-}
-
-@utility bg-surface-inset-hover {
-  @apply bg-gray-200;
-
-  @variant theme-dark {
-    @apply bg-gray-800;
-  }
-}
-
-@utility bg-container {
-  @apply bg-white;
-
-  @variant theme-dark {
-    @apply bg-gray-900;
-  }
-}
-
-@utility bg-container-hover {
-  @apply bg-gray-50;
-
-  @variant theme-dark {
-    @apply bg-gray-800;
-  }
-}
-
-@utility bg-container-inset {
-  @apply bg-gray-50;
-
-  @variant theme-dark {
-    @apply bg-gray-800;
-  }
-}
-
-@utility bg-container-inset-hover {
-  @apply bg-gray-100;
-
-  @variant theme-dark {
-    @apply bg-gray-700;
-  }
-}
-
-@utility bg-inverse {
-  @apply bg-gray-800;
-
-  @variant theme-dark {
-    @apply bg-white;
-  }
-}
-
-@utility bg-inverse-hover {
-  @apply bg-gray-700;
-
-  @variant theme-dark {
-    @apply bg-gray-100;
-  }
-}
-
-@utility bg-overlay {
-  background-color: rgba(var(--color-gray-100), 0.5);
-
-  @variant theme-dark {
-    background-color: var(--color-alpha-black-900);
-  }
-}
-
-@utility border-primary {
-  @apply border-alpha-black-300;
-
-  @variant theme-dark {
-    @apply border-alpha-white-400;
-  }
-}
-
-@utility border-secondary {
-  @apply border-alpha-black-200;
-
-  @variant theme-dark {
-    @apply border-alpha-white-300;
-  }
-}
-
-@utility border-tertiary {
-  @apply border-alpha-black-100;
-
-  @variant theme-dark {
-    @apply border-alpha-white-200;
-  }
-}
-
-@utility border-subdued {
-  @apply border-alpha-black-50;
-
-  @variant theme-dark {
-    @apply border-alpha-white-100;
-  }
-}
-
-@utility border-solid {
-  @apply border-black;
-
-  @variant theme-dark {
-    @apply border-white;
-  }
-}
-
-@utility border-destructive {
-  @apply border-red-500;
-
-  @variant theme-dark {
-    @apply border-red-400;
-  }
-}
-
-/* Foreground Colors */
-@utility fg-gray {
-  @apply text-gray-500;
-
-  @variant theme-dark {
-    @apply text-gray-400;
-  }
-}
-
-@utility fg-contrast {
-  @apply text-gray-400;
-
-  @variant theme-dark {
-    @apply text-gray-500;
-  }
-}
-
-@utility fg-inverse {
-  @apply text-white;
-
-  @variant theme-dark {
-    @apply text-gray-900;
-  }
-}
-
-@utility fg-primary {
-  @apply text-gray-900;
-
-  @variant theme-dark {
-    @apply text-white;
-  }
-}
-
-@utility fg-primary-variant {
-  @apply text-gray-800;
-
-  @variant theme-dark {
-    @apply text-gray-50;
-  }
-}
-
-@utility fg-secondary {
-  @apply text-gray-50;
-
-  @variant theme-dark {
-    @apply text-gray-700;
-  }
-}
-
-@utility fg-secondary-variant {
-  @apply text-gray-100;
-
-  @variant theme-dark {
-    @apply text-gray-600;
-  }
-}
-
-@utility fg-subdued {
-  @apply text-gray-400;
-
-  @variant theme-dark {
-    @apply text-gray-500;
-  }
-}
-
-@layer base {
-  button {
-    @apply cursor-pointer focus-visible:outline-gray-900;
-  }
-
-  hr {
-    @apply text-gray-200;
-  }
-
-  details>summary::-webkit-details-marker {
-    @apply hidden;
-  }
-  
-  details>summary {
-    @apply list-none;
-  }
-
-  input[type='radio'] {
-    @apply border-gray-300 text-indigo-600 focus:ring-indigo-600; /* Default light mode */
-    
-    @variant theme-dark {
-      /* Dark mode radio button base and checked styles */
-      @apply border-gray-600 bg-gray-700 checked:bg-blue-500 focus:ring-blue-500 focus:ring-offset-gray-800;
-    }
-  }
-}
-
-@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 {
-    @apply button-bg-primary text-white disabled:text-gray-400;
-    @apply hover:button-bg-primary-hover;
-    @apply disabled:button-bg-disabled disabled:hover:button-bg-disabled;
-
-    @variant theme-dark {
-      @apply button-bg-primary fg-primary;
-      @apply hover:button-bg-primary-hover;
-      @apply disabled:button-bg-disabled disabled:hover:button-bg-disabled;
-    }
-  }
-  
-  .btn--secondary {
-    @apply button-bg-secondary text-primary;
-    @apply hover:button-bg-secondary-hover;
-
-    @variant theme-dark {
-      @apply button-bg-secondary text-white;
-      @apply hover:button-bg-secondary-hover;
-    }
-  }
-  
-  .btn--outline {
-    @apply border border-alpha-black-200 text-primary disabled:button-bg-disabled disabled:hover:button-bg-disabled disabled:text-gray-400;
-    @apply hover:button-bg-outline-hover;
-
-    @variant theme-dark {
-      @apply border-alpha-white-300 text-white disabled:button-bg-disabled disabled:hover:button-bg-disabled disabled:text-gray-600;
-      @apply hover:button-bg-outline-hover;
-    }
-  }
-  
-  .btn--ghost {
-    @apply border border-transparent text-primary hover:button-bg-ghost-hover;
-
-    @variant theme-dark {
-      @apply fg-primary hover:button-bg-ghost-hover;
-    }
-  }
-
-  .btn--destructive {
-    @apply button-bg-destructive text-white hover:button-bg-destructive-hover disabled:button-bg-disabled disabled:hover:button-bg-disabled disabled:text-red-400;
-
-    @variant theme-dark {
-      @apply button-bg-destructive text-white hover:button-bg-destructive-hover disabled:button-bg-disabled disabled:hover:button-bg-disabled;
-    }
-  }
-
-  /* Forms */
-  .form-field {
-    @apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-container border-secondary shadow-xs w-full;
-    @apply focus-within:border-secondary focus-within:shadow-none focus-within:ring-4 focus-within:ring-alpha-black-200;
-    @apply transition-all duration-300;
-    
-    @variant theme-dark {
-      @apply focus-within:ring-alpha-white-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-container-inset after:text-gray-500 after:ml-2;
-      }
-      
-      option:active,
-      option:focus {
-        @apply bg-container-inset;
-      }
-    }
-  }
-  
-  .form-field__label {
-    @apply block text-xs text-secondary peer-disabled:text-subdued;
-  }
-
-  .form-field__input {
-    @apply border-none bg-transparent text-sm opacity-100 w-full p-0;
-    @apply focus:opacity-100 focus:outline-hidden focus:ring-0;
-    @apply placeholder-shown:opacity-50;
-    @apply disabled:text-subdued;
-    @apply text-ellipsis overflow-hidden whitespace-nowrap;
-    @apply transition-opacity duration-300;
-  
-    &select {
-      @apply pr-8;
-    }
-  }
-  
-  .form-field__radio {
-    @apply text-primary;
-  }
-  
-  .form-field__submit {
-    @apply cursor-pointer rounded-lg bg-surface p-3 text-center text-white hover:bg-surface-hover;
-  }
-
-  /* Checkboxes */
-  .checkbox {
-    &[type='checkbox'] {
-      @apply rounded-sm;
-      @apply transition-colors duration-300;
-    }
-  }
-
-  .checkbox--light {
-    &[type='checkbox'] {
-      @apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
-    }
-  
-    &[type='checkbox']:disabled {
-      @apply cursor-not-allowed opacity-80 bg-gray-50 border-gray-200 checked:bg-gray-400 checked:ring-gray-400;
-    }
-  }
-  
-  .checkbox--dark {
-    &[type='checkbox'] {
-      @apply ring-gray-900 checked:text-white;
-    }
-  
-    &[type='checkbox']:disabled {
-      @apply cursor-not-allowed opacity-80 ring-gray-600;
-    }
-  
-    &[type='checkbox']:checked {
-      background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
-    }
-  }
-
-  /* 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;
-    @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 */
-  .tooltip {
-    @apply hidden absolute;
-  }
-}
-
-@layer utilities {
-  /* Specific override for strong tags in prose under dark mode */
-  .prose:where([data-theme=dark], [data-theme=dark] *) strong {
-    color: theme(colors.white) !important; 
-  }
-}
-
-/* Button Backgrounds */
-@utility button-bg-primary {
-  @apply bg-gray-900; /* Maps to fg-primary light */
-
-  @variant theme-dark {
-    @apply bg-white; /* Maps to fg-primary dark */
-  }
-}
-
-@utility button-bg-primary-hover {
-  @apply bg-gray-800; /* Maps to fg-primary-variant light */
-
-  @variant theme-dark {
-    @apply bg-gray-50; /* Maps to fg-primary-variant dark */
-  }
-}
-
-@utility button-bg-secondary {
-  @apply bg-gray-50; /* Maps to fg-secondary light */
-
-  @variant theme-dark {
-    @apply bg-gray-700; /* Maps to fg-secondary dark */
-  }
-}
-
-@utility button-bg-secondary-hover {
-  @apply bg-gray-100; /* Maps to fg-secondary-variant light */
-
-  @variant theme-dark {
-    @apply bg-gray-600; /* Maps to fg-secondary-variant dark */
-  }
-}
-
-@utility button-bg-disabled {
-  @apply bg-gray-50;
-
-  @variant theme-dark {
-    @apply bg-gray-700;
-  }
-}
-
-@utility button-bg-destructive {
-  @apply bg-red-500;
-
-  @variant theme-dark {
-    @apply bg-red-400;
-  }
-}
-
-@utility button-bg-destructive-hover {
-  @apply bg-red-600;
-
-  @variant theme-dark {
-    @apply bg-red-500;
-  }
-}
-
-@utility button-bg-ghost-hover {
-  @apply bg-gray-50;
-
-  @variant theme-dark {
-    @apply bg-gray-800;
-  }
-}
-
-@utility button-bg-outline-hover {
-  @apply bg-gray-100;
-
-  @variant theme-dark {
-    @apply bg-gray-700;
-  }
-}
-
-/* Tab Styles */
-@utility tab-item-active {
-  @apply bg-white;
-
-  @variant theme-dark {
-    @apply bg-gray-700;
-  }
-}
-
-@utility tab-item-hover {
-  @apply bg-gray-200;
-
-  @variant theme-dark {
-    @apply bg-gray-800;
-  }
-}
-
-@utility tab-bg-group {
-  @apply bg-gray-50;
-
-  @variant theme-dark {
-    @apply bg-alpha-black-700;
-  }
-}

app/channels/application_cable/connection.rb

@@ -1,10 +1,4 @@
 module ApplicationCable
   class Connection < ActionCable::Connection::Base
-    rescue_from StandardError, with: :report_error
-
-    private
-      def report_error(e)
-        Sentry.capture_exception(e)
-      end
   end
 end

app/controllers/account/entries_controller.rb

@@ -0,0 +1,26 @@
+class Account::EntriesController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_account
+
+  def index
+    @q = search_params
+    @pagy, @entries = pagy(entries_scope.search(@q).reverse_chronological, limit: params[:per_page] || "10")
+  end
+
+  private
+    def set_account
+      @account = Current.family.accounts.find(params[:account_id])
+    end
+
+    def entries_scope
+      scope = Current.family.entries
+      scope = scope.where(account: @account) if @account
+      scope
+    end
+
+    def search_params
+      params.fetch(:q, {})
+            .permit(:search)
+    end
+end

app/controllers/account/holdings_controller.rb

@@ -1,4 +1,6 @@
 class Account::HoldingsController < ApplicationController
+  layout :with_sidebar
+
   before_action :set_holding, only: %i[show destroy]
 
   def index
@@ -9,12 +11,9 @@ class Account::HoldingsController < ApplicationController
   end
 
   def destroy
-    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
+    @holding.destroy_holding_and_entries!
+
+    flash[:notice] = t(".success")
 
     respond_to do |format|
       format.html { redirect_back_or_to account_path(@holding.account) }

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, :manual_ticker, :type, :transfer_account_id
+        :account_id, :date, :amount, :currency, :qty, :price, :ticker, :type, :transfer_account_id
       ).tap do |params|
         account_id = params.delete(:account_id)
         params[:account] = Current.family.accounts.find(account_id)

app/controllers/account/transactions_controller.rb

@@ -21,6 +21,27 @@ class Account::TransactionsController < ApplicationController
     redirect_back_or_to transactions_url, notice: t(".success", count: updated)
   end
 
+  def mark_transfers
+    selected_entries = Current.family.entries.account_transactions.where(id: bulk_update_params[:entry_ids])
+
+    TransferMatcher.new(Current.family).match!(selected_entries)
+
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  def unmark_transfers
+    Current.family
+      .entries
+      .account_transactions
+      .includes(:entryable)
+      .where(id: bulk_update_params[:entry_ids])
+      .each do |entry|
+        entry.entryable.update!(category_id: nil)
+      end
+
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
   private
     def bulk_delete_params
       params.require(:bulk_delete).permit(entry_ids: [])

app/controllers/account/transfer_matches_controller.rb

@@ -1,56 +0,0 @@
-class Account::TransferMatchesController < ApplicationController
-  before_action :set_entry
-
-  def new
-    @accounts = Current.family.accounts.alphabetically.where.not(id: @entry.account_id)
-    @transfer_match_candidates = @entry.account_transaction.transfer_match_candidates
-  end
-
-  def create
-    @transfer = build_transfer
-    @transfer.save!
-    @transfer.sync_account_later
-
-    redirect_back_or_to transactions_path, notice: t(".success")
-  end
-
-  private
-    def set_entry
-      @entry = Current.family.entries.find(params[:transaction_id])
-    end
-
-    def transfer_match_params
-      params.require(:transfer_match).permit(:method, :matched_entry_id, :target_account_id)
-    end
-
-    def build_transfer
-      if transfer_match_params[:method] == "new"
-        target_account = Current.family.accounts.find(transfer_match_params[:target_account_id])
-
-        missing_transaction = Account::Transaction.new(
-          entry: target_account.entries.build(
-            amount: @entry.amount * -1,
-            currency: @entry.currency,
-            date: @entry.date,
-            name: "Transfer to #{@entry.amount.negative? ? @entry.account.name : target_account.name}",
-          )
-        )
-
-        transfer = Transfer.find_or_initialize_by(
-          inflow_transaction: @entry.amount.positive? ? missing_transaction : @entry.account_transaction,
-          outflow_transaction: @entry.amount.positive? ? @entry.account_transaction : missing_transaction
-        )
-        transfer.status = "confirmed"
-        transfer
-      else
-        target_transaction = Current.family.entries.find(transfer_match_params[:matched_entry_id])
-
-        transfer = Transfer.find_or_initialize_by(
-          inflow_transaction: @entry.amount.negative? ? @entry.account_transaction : target_transaction.account_transaction,
-          outflow_transaction: @entry.amount.negative? ? target_transaction.account_transaction : @entry.account_transaction
-        )
-        transfer.status = "confirmed"
-        transfer
-      end
-    end
-end

app/controllers/account/transfers_controller.rb

@@ -0,0 +1,61 @@
+class Account::TransfersController < ApplicationController
+  layout :with_sidebar
+
+  before_action :set_transfer, only: %i[destroy show update]
+
+  def new
+    @transfer = Account::Transfer.new
+  end
+
+  def show
+  end
+
+  def create
+    from_account = Current.family.accounts.find(transfer_params[:from_account_id])
+    to_account = Current.family.accounts.find(transfer_params[:to_account_id])
+
+    @transfer = Account::Transfer.build_from_accounts from_account, to_account, \
+                                             date: transfer_params[:date],
+                                             amount: transfer_params[:amount].to_d
+
+    if @transfer.save
+      @transfer.entries.each(&:sync_account_later)
+      redirect_to transactions_path, notice: t(".success")
+    else
+      # TODO: this is not an ideal way to handle errors and should eventually be improved.
+      # See: https://github.com/hotwired/turbo-rails/pull/367
+      flash[:alert] = @transfer.errors.full_messages.to_sentence
+      redirect_to transactions_path
+    end
+  end
+
+  def update
+    @transfer.update_entries!(transfer_update_params)
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  def destroy
+    @transfer.destroy!
+    redirect_back_or_to transactions_url, notice: t(".success")
+  end
+
+  private
+
+    def set_transfer
+      record = Account::Transfer.find(params[:id])
+
+      unless record.entries.all? { |entry| Current.family.accounts.include?(entry.account) }
+        raise ActiveRecord::RecordNotFound
+      end
+
+      @transfer = record
+    end
+
+    def transfer_params
+      params.require(:account_transfer).permit(:from_account_id, :to_account_id, :amount, :date, :name, :excluded)
+    end
+
+    def transfer_update_params
+      params.require(:account_transfer).permit(:excluded, :notes)
+    end
+end

app/controllers/accountable_sparklines_controller.rb

@@ -1,25 +0,0 @@
-class AccountableSparklinesController < ApplicationController
-  def show
-    @accountable = Accountable.from_type(params[:accountable_type]&.classify)
-
-    @series = Rails.cache.fetch(cache_key) do
-      family.accounts.active
-              .where(accountable_type: @accountable.name)
-              .balance_series(
-                currency: family.currency,
-                favorable_direction: @accountable.favorable_direction
-              )
-    end
-
-    render layout: false
-  end
-
-  private
-    def family
-      Current.family
-    end
-
-    def cache_key
-      family.build_cache_key("#{@accountable.name}_sparkline")
-    end
-end

app/controllers/accounts_controller.rb

@@ -1,12 +1,26 @@
 class AccountsController < ApplicationController
-  before_action :set_account, only: %i[sync chart sparkline]
-  include Periodable
+  layout :with_sidebar
+
+  before_action :set_account, only: %i[sync]
 
   def index
-    @manual_accounts = family.accounts.manual.alphabetically
-    @plaid_items = family.plaid_items.ordered
+    @manual_accounts = Current.family.accounts.where(scheduled_for_deletion: false).manual.alphabetically
+    @plaid_items = Current.family.plaid_items.where(scheduled_for_deletion: false).ordered
+  end
 
-    render layout: "settings"
+  def summary
+    @period = Period.from_param(params[:period])
+    snapshot = Current.family.snapshot(@period)
+    @net_worth_series = snapshot[:net_worth_series]
+    @asset_series = snapshot[:asset_series]
+    @liability_series = snapshot[:liability_series]
+    @accounts = Current.family.accounts.active
+    @account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
+  end
+
+  def list
+    @period = Period.from_param(params[:period])
+    render layout: false
   end
 
   def sync
@@ -18,28 +32,20 @@ class AccountsController < ApplicationController
   end
 
   def chart
-    @chart_view = params[:chart_view] || "balance"
+    @account = Current.family.accounts.find(params[:id])
     render layout: "application"
   end
 
-  def sparkline
-    render layout: false
-  end
-
   def sync_all
-    unless family.syncing?
-      family.sync_later
+    unless Current.family.syncing?
+      Current.family.sync_later
     end
 
     redirect_to accounts_path
   end
 
   private
-    def family
-      Current.family
-    end
-
     def set_account
-      @account = family.accounts.find(params[:id])
+      @account = Current.family.accounts.find(params[:id])
     end
 end

app/controllers/application_controller.rb

@@ -1,11 +1,10 @@
 class ApplicationController < ActionController::Base
-  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable, Breadcrumbable, FeatureGuardable
+  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable
   include Pagy::Backend
 
   helper_method :require_upgrade?, :subscription_pending?
 
   before_action :detect_os
-  before_action :set_default_chat
 
   private
     def require_upgrade?
@@ -13,7 +12,6 @@ class ApplicationController < ActionController::Base
       return false unless Current.session
       return false if Current.family.subscribed?
       return false if subscription_pending? || request.path == settings_billing_path
-      return false if Current.family.active_accounts_count <= 3
 
       true
     end
@@ -23,6 +21,12 @@ class ApplicationController < ActionController::Base
       subscribed_at.present? && subscribed_at <= Time.current && subscribed_at > 1.hour.ago
     end
 
+    def with_sidebar
+      return "turbo_rails/frame" if turbo_frame_request?
+
+      "with_sidebar"
+    end
+
     def detect_os
       user_agent = request.user_agent
       @os = case user_agent
@@ -34,10 +38,4 @@ class ApplicationController < ActionController::Base
       else ""
       end
     end
-
-    # By default, we show the user the last chat they interacted with
-    def set_default_chat
-      @last_viewed_chat = Current.user&.last_viewed_chat
-      @chat = @last_viewed_chat
-    end
 end

app/controllers/budget_categories_controller.rb

@@ -1,48 +0,0 @@
-class BudgetCategoriesController < ApplicationController
-  before_action :set_budget
-
-  def index
-    @budget_categories = @budget.budget_categories.includes(:category)
-    render layout: "wizard"
-  end
-
-  def show
-    @recent_transactions = @budget.transactions
-
-    if params[:id] == BudgetCategory.uncategorized.id
-      @budget_category = @budget.uncategorized_budget_category
-      @recent_transactions = @recent_transactions.where(account_transactions: { category_id: nil })
-    else
-      @budget_category = Current.family.budget_categories.find(params[:id])
-      @recent_transactions = @recent_transactions.joins("LEFT JOIN categories ON categories.id = account_transactions.category_id")
-                                                 .where("categories.id = ? OR categories.parent_id = ?", @budget_category.category.id, @budget_category.category.id)
-    end
-
-    @recent_transactions = @recent_transactions.order("account_entries.date DESC, ABS(account_entries.amount) DESC").take(3)
-  end
-
-  def update
-    @budget_category = Current.family.budget_categories.find(params[:id])
-
-    if @budget_category.update(budget_category_params)
-      respond_to do |format|
-        format.turbo_stream
-        format.html { redirect_to budget_budget_categories_path(@budget) }
-      end
-    else
-      render :index, status: :unprocessable_entity
-    end
-  end
-
-  private
-    def budget_category_params
-      params.require(:budget_category).permit(:budgeted_spending).tap do |params|
-        params[:budgeted_spending] = params[:budgeted_spending].presence || 0
-      end
-    end
-
-    def set_budget
-      start_date = Budget.param_to_date(params[:budget_month_year])
-      @budget = Current.family.budgets.find_by(start_date: start_date)
-    end
-end

app/controllers/budgets_controller.rb

@@ -1,47 +0,0 @@
-class BudgetsController < ApplicationController
-  before_action :set_budget, only: %i[show edit update]
-
-  def index
-    redirect_to_current_month_budget
-  end
-
-  def show
-  end
-
-  def edit
-    render layout: "wizard"
-  end
-
-  def update
-    @budget.update!(budget_params)
-    redirect_to budget_budget_categories_path(@budget)
-  end
-
-  def picker
-    render partial: "budgets/picker", locals: {
-      family: Current.family,
-      year: params[:year].to_i || Date.current.year
-    }
-  end
-
-  private
-
-    def budget_create_params
-      params.require(:budget).permit(:start_date)
-    end
-
-    def budget_params
-      params.require(:budget).permit(:budgeted_spending, :expected_income)
-    end
-
-    def set_budget
-      start_date = Budget.param_to_date(params[:month_year])
-      @budget = Budget.find_or_bootstrap(Current.family, start_date: start_date)
-      raise ActiveRecord::RecordNotFound unless @budget
-    end
-
-    def redirect_to_current_month_budget
-      current_budget = Budget.find_or_bootstrap(Current.family, start_date: Date.current)
-      redirect_to budget_path(current_budget)
-    end
-end

app/controllers/categories_controller.rb

@@ -1,17 +1,16 @@
 class CategoriesController < ApplicationController
+  layout :with_sidebar
+
   before_action :set_category, only: %i[edit update destroy]
-  before_action :set_categories, only: %i[update edit]
   before_action :set_transaction, only: :create
 
   def index
     @categories = Current.family.categories.alphabetically
-
-    render layout: "settings"
   end
 
   def new
     @category = Current.family.categories.new color: Category::COLORS.sample
-    set_categories
+    @categories = Current.family.categories.alphabetically.where(parent_id: nil).where.not(id: @category.id)
   end
 
   def create
@@ -20,34 +19,21 @@ class CategoriesController < ApplicationController
     if @category.save
       @transaction.update(category_id: @category.id) if @transaction
 
-      flash[:notice] = t(".success")
-
-      redirect_target_url = request.referer || categories_path
-      respond_to do |format|
-        format.html { redirect_back_or_to categories_path, notice: t(".success") }
-        format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
-      end
+      redirect_back_or_to categories_path, notice: t(".success")
     else
-      set_categories
+      @categories = Current.family.categories.alphabetically.where(parent_id: nil)
       render :new, status: :unprocessable_entity
     end
   end
 
   def edit
+    @categories = Current.family.categories.alphabetically.where(parent_id: nil).where.not(id: @category.id)
   end
 
   def update
-    if @category.update(category_params)
-      flash[:notice] = t(".success")
+    @category.update! category_params
 
-      redirect_target_url = request.referer || categories_path
-      respond_to do |format|
-        format.html { redirect_back_or_to categories_path, notice: t(".success") }
-        format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
-      end
-    else
-      render :edit, status: :unprocessable_entity
-    end
+    redirect_back_or_to categories_path, notice: t(".success")
   end
 
   def destroy
@@ -67,14 +53,6 @@ class CategoriesController < ApplicationController
       @category = Current.family.categories.find(params[:id])
     end
 
-    def set_categories
-      @categories = unless @category.parent?
-        Current.family.categories.alphabetically.roots.where.not(id: @category.id)
-      else
-        []
-      end
-    end
-
     def set_transaction
       if params[:transaction_id].present?
         @transaction = Current.family.transactions.find(params[:transaction_id])
@@ -82,6 +60,6 @@ class CategoriesController < ApplicationController
     end
 
     def category_params
-      params.require(:category).permit(:name, :color, :parent_id, :classification, :lucide_icon)
+      params.require(:category).permit(:name, :color, :parent_id)
     end
 end

app/controllers/category/deletions_controller.rb

@@ -1,4 +1,6 @@
 class Category::DeletionsController < ApplicationController
+  layout :with_sidebar
+
   before_action :set_category
   before_action :set_replacement_category, only: :create
 

app/controllers/chats_controller.rb

@@ -1,67 +0,0 @@
-class ChatsController < ApplicationController
-  include ActionView::RecordIdentifier
-
-  guard_feature unless: -> { Current.user.ai_enabled? }
-
-  before_action :set_chat, only: [ :show, :edit, :update, :destroy ]
-
-  def index
-    @chat = nil # override application_controller default behavior of setting @chat to last viewed chat
-    @chats = Current.user.chats.order(created_at: :desc)
-  end
-
-  def show
-    set_last_viewed_chat(@chat)
-  end
-
-  def new
-    @chat = Current.user.chats.new(title: "New chat #{Time.current.strftime("%Y-%m-%d %H:%M")}")
-  end
-
-  def create
-    @chat = Current.user.chats.start!(chat_params[:content], model: chat_params[:ai_model])
-    set_last_viewed_chat(@chat)
-    redirect_to chat_path(@chat, thinking: true)
-  end
-
-  def edit
-  end
-
-  def update
-    @chat.update!(chat_params)
-
-    respond_to do |format|
-      format.html { redirect_back_or_to chat_path(@chat), notice: "Chat updated" }
-      format.turbo_stream { render turbo_stream: turbo_stream.replace(dom_id(@chat, :title), partial: "chats/chat_title", locals: { chat: @chat }) }
-    end
-  end
-
-  def destroy
-    @chat.destroy
-    clear_last_viewed_chat
-
-    redirect_to chats_path, notice: "Chat was successfully deleted"
-  end
-
-  def retry
-    @chat.retry_last_message!
-    redirect_to chat_path(@chat, thinking: true)
-  end
-
-  private
-    def set_chat
-      @chat = Current.user.chats.find(params[:id])
-    end
-
-    def set_last_viewed_chat(chat)
-      Current.user.update!(last_viewed_chat: chat)
-    end
-
-    def clear_last_viewed_chat
-      Current.user.update!(last_viewed_chat: nil)
-    end
-
-    def chat_params
-      params.require(:chat).permit(:title, :content, :ai_model)
-    end
-end

app/controllers/concerns/accountable_resource.rb

@@ -2,8 +2,7 @@ module AccountableResource
   extend ActiveSupport::Concern
 
   included do
-    include ScrollFocusable, Periodable
-
+    layout :with_sidebar
     before_action :set_account, only: [ :show, :edit, :update, :destroy ]
     before_action :set_link_token, only: :new
   end
@@ -23,13 +22,6 @@ module AccountableResource
   end
 
   def show
-    @chart_view = params[:chart_view] || "balance"
-    @q = params.fetch(:q, {}).permit(:search)
-    entries = @account.entries.search(@q).reverse_chronological
-
-    set_focused_record(entries, params[:focused_record_id])
-
-    @pagy, @entries = pagy(entries, limit: params[:per_page] || "10", params: ->(params) { params.except(:focused_record_id) })
   end
 
   def edit
@@ -52,33 +44,18 @@ module AccountableResource
 
   private
     def set_link_token
-      @us_link_token = Current.family.get_link_token(
-        webhooks_url: plaid_us_webhooks_url,
+      @link_token = Current.family.get_link_token(
+        webhooks_url: webhooks_url,
         redirect_url: accounts_url,
-        accountable_type: accountable_type.name,
-        region: :us
+        accountable_type: accountable_type.name
       )
-
-      if Current.family.eu?
-        @eu_link_token = Current.family.get_link_token(
-          webhooks_url: plaid_eu_webhooks_url,
-          redirect_url: accounts_url,
-          accountable_type: accountable_type.name,
-          region: :eu
-        )
-      end
     end
 
-    def plaid_us_webhooks_url
+    def webhooks_url
       return webhooks_plaid_url if Rails.env.production?
 
-      ENV.fetch("DEV_WEBHOOKS_URL", root_url.chomp("/")) + "/webhooks/plaid"
-    end
-
-    def plaid_eu_webhooks_url
-      return webhooks_plaid_eu_url if Rails.env.production?
-
-      ENV.fetch("DEV_WEBHOOKS_URL", root_url.chomp("/")) + "/webhooks/plaid_eu"
+      base_url = ENV.fetch("DEV_WEBHOOKS_URL", root_url.chomp("/"))
+      base_url + "/webhooks/plaid"
     end
 
     def accountable_type

app/controllers/concerns/authentication.rb

@@ -4,13 +4,11 @@ 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
 
@@ -28,13 +26,7 @@ module Authentication
     end
 
     def find_session_by_cookie
-      cookie_value = cookies.signed[:session_token]
-
-      if cookie_value.present?
-        Session.find_by(id: cookie_value)
-      else
-        nil
-      end
+      Session.find_by(id: cookies.signed[:session_token])
     end
 
     def create_session_for(user)
@@ -51,17 +43,4 @@ 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

app/controllers/concerns/auto_sync.rb

@@ -13,8 +13,9 @@ module AutoSync
 
     def family_needs_auto_sync?
       return false unless Current.family.present?
-      return false unless Current.family.accounts.active.any?
+      return false unless Current.family.accounts.any?
 
-      (Current.family.last_synced_at&.to_date || 1.day.ago) < Date.current
+      Current.family.last_synced_at.blank? ||
+      Current.family.last_synced_at.to_date < Date.current
     end
 end

app/controllers/concerns/breadcrumbable.rb

@@ -1,13 +0,0 @@
-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

app/controllers/concerns/entryable_resource.rb

@@ -2,6 +2,7 @@ module EntryableResource
   extend ActiveSupport::Concern
 
   included do
+    layout :with_sidebar
     before_action :set_entry, only: %i[show update destroy]
   end
 
@@ -51,14 +52,11 @@ module EntryableResource
       respond_to do |format|
         format.html { redirect_back_or_to account_path(@entry.account), notice: t("account.entries.update.success") }
         format.turbo_stream do
-          render turbo_stream: [
-            turbo_stream.replace(
-              "header_account_entry_#{@entry.id}",
-              partial: "#{entryable_type.name.underscore.pluralize}/header",
-              locals: { entry: @entry }
-            ),
-            turbo_stream.replace("account_entry_#{@entry.id}", partial: "account/entries/entry", locals: { entry: @entry })
-          ]
+          render turbo_stream: turbo_stream.replace(
+            "header_account_entry_#{@entry.id}",
+            partial: "#{entryable_type.name.underscore.pluralize}/header",
+            locals: { entry: @entry }
+          )
         end
       end
     else

app/controllers/concerns/feature_guardable.rb

@@ -1,23 +0,0 @@
-# Simple feature guard that renders a 403 Forbidden status with a message
-# when the feature is disabled.
-#
-# Example:
-#
-# class MessagesController < ApplicationController
-#   guard_feature unless: -> { Current.user.ai_enabled? }
-# end
-#
-module FeatureGuardable
-  extend ActiveSupport::Concern
-
-  class_methods do
-    def guard_feature(**options)
-      before_action :guard_feature, **options
-    end
-  end
-
-  private
-    def guard_feature
-      render plain: "Feature disabled: #{controller_name}##{action_name}", status: :forbidden
-    end
-end

app/controllers/concerns/periodable.rb

@@ -1,14 +0,0 @@
-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

app/controllers/concerns/scroll_focusable.rb

@@ -1,21 +0,0 @@
-module ScrollFocusable
-  extend ActiveSupport::Concern
-
-  def set_focused_record(record_scope, record_id, default_per_page: 10)
-    return unless record_id.present?
-
-    @focused_record = record_scope.find_by(id: record_id)
-
-    record_index = record_scope.pluck(:id).index(record_id)
-
-    return unless record_index
-
-    page_of_focused_record = (record_index / (params[:per_page]&.to_i || default_per_page)) + 1
-
-    if params[:page]&.to_i != page_of_focused_record
-      (
-        redirect_to(url_for(page: page_of_focused_record, focused_record_id: record_id))
-      )
-    end
-  end
-end

app/controllers/email_confirmations_controller.rb

@@ -1,18 +0,0 @@
-class EmailConfirmationsController < ApplicationController
-  skip_before_action :set_request_details, only: :new
-  skip_authentication only: :new
-
-  def new
-    # Returns nil if the token is invalid OR expired
-    @user = User.find_by_token_for(:email_confirmation, params[:token])
-
-    if @user&.unconfirmed_email && @user&.update(
-      email: @user.unconfirmed_email,
-      unconfirmed_email: nil
-    )
-      redirect_to new_session_path, notice: t(".success_login")
-    else
-      redirect_to root_path, alert: t(".invalid_token")
-    end
-  end
-end

app/controllers/help/articles_controller.rb

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

app/controllers/import/configurations_controller.rb

@@ -29,13 +29,11 @@ class Import::ConfigurationsController < ApplicationController
         :account_col_label,
         :qty_col_label,
         :ticker_col_label,
-        :exchange_operating_mic_col_label,
         :price_col_label,
         :entity_type_col_label,
         :notes_col_label,
         :currency_col_label,
         :date_format,
-        :number_format,
         :signage_convention
       )
     end

app/controllers/import/confirms_controller.rb

@@ -4,10 +4,6 @@ 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
 

app/controllers/import/rows_controller.rb

@@ -2,7 +2,9 @@ class Import::RowsController < ApplicationController
   before_action :set_import_row
 
   def update
-    @row.update_and_sync(row_params)
+    @row.assign_attributes(row_params)
+    @row.save!(validate: false)
+    @row.sync_mappings
 
     redirect_to import_row_path(@row.import, @row)
   end

app/controllers/import/uploads_controller.rb

@@ -8,11 +8,10 @@ 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, template_hint: true), notice: "CSV uploaded successfully."
+      redirect_to import_configuration_path(@import), notice: "CSV uploaded successfully."
     else
       flash.now[:alert] = "Must be valid CSV with headers and at least one row of data"
 
@@ -30,8 +29,10 @@ class Import::UploadsController < ApplicationController
     end
 
     def csv_valid?(str)
+      require "csv"
+
       begin
-        csv = Import.parse_csv_str(str, col_sep: upload_params[:col_sep])
+        csv = CSV.parse(str || "", headers: true, col_sep: upload_params[:col_sep])
         return false if csv.headers.empty?
         return false if csv.count == 0
         true

app/controllers/imports_controller.rb

@@ -1,5 +1,5 @@
 class ImportsController < ApplicationController
-  before_action :set_import, only: %i[show publish destroy revert apply_template]
+  before_action :set_import, only: %i[show publish destroy]
 
   def publish
     @import.publish_later
@@ -10,7 +10,7 @@ class ImportsController < ApplicationController
   def index
     @imports = Current.family.imports
 
-    render layout: "settings"
+    render layout: with_sidebar
   end
 
   def new
@@ -18,12 +18,7 @@ class ImportsController < ApplicationController
   end
 
   def create
-    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,
-    )
+    import = Current.family.imports.create! import_params
 
     redirect_to import_upload_path(import)
   end
@@ -36,20 +31,6 @@ class ImportsController < ApplicationController
     end
   end
 
-  def revert
-    @import.revert_later
-    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
 

app/controllers/invitations_controller.rb

@@ -34,24 +34,6 @@ class InvitationsController < ApplicationController
     end
   end
 
-  def destroy
-    unless Current.user.admin?
-      flash[:alert] = t("invitations.destroy.not_authorized")
-      redirect_to settings_profile_path
-      return
-    end
-
-    @invitation = Current.family.invitations.find(params[:id])
-
-    if @invitation.destroy
-      flash[:notice] = t("invitations.destroy.success")
-    else
-      flash[:alert] = t("invitations.destroy.failure")
-    end
-
-    redirect_to settings_profile_path
-  end
-
   private
 
     def invitation_params

app/controllers/invite_codes_controller.rb

@@ -6,7 +6,6 @@ class InviteCodesController < ApplicationController
   end
 
   def create
-    raise StandardError, "You are not allowed to generate invite codes" unless Current.user.admin?
     InviteCode.generate!
     redirect_back_or_to invite_codes_path, notice: "Code generated"
   end

app/controllers/issue/exchange_rate_provider_missings_controller.rb

@@ -0,0 +1,20 @@
+class Issue::ExchangeRateProviderMissingsController < ApplicationController
+  before_action :set_issue, only: :update
+
+  def update
+    Setting.synth_api_key = exchange_rate_params[:synth_api_key]
+    account = @issue.issuable
+    account.sync_later
+    redirect_back_or_to account
+  end
+
+  private
+
+    def set_issue
+      @issue = Current.family.issues.find(params[:id])
+    end
+
+    def exchange_rate_params
+      params.require(:issue_exchange_rate_provider_missing).permit(:synth_api_key)
+    end
+end

app/controllers/issues_controller.rb

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

app/controllers/merchants_controller.rb

@@ -1,10 +1,10 @@
 class MerchantsController < ApplicationController
+  layout :with_sidebar
+
   before_action :set_merchant, only: %i[edit update destroy]
 
   def index
     @merchants = Current.family.merchants.alphabetically
-
-    render layout: "settings"
   end
 
   def new

app/controllers/messages_controller.rb

@@ -1,24 +0,0 @@
-class MessagesController < ApplicationController
-  guard_feature unless: -> { Current.user.ai_enabled? }
-
-  before_action :set_chat
-
-  def create
-    @message = UserMessage.create!(
-      chat: @chat,
-      content: message_params[:content],
-      ai_model: message_params[:ai_model]
-    )
-
-    redirect_to chat_path(@chat, thinking: true)
-  end
-
-  private
-    def set_chat
-      @chat = Current.user.chats.find(params[:chat_id])
-    end
-
-    def message_params
-      params.require(:message).permit(:content, :ai_model)
-    end
-end

app/controllers/mfa_controller.rb

@@ -1,56 +0,0 @@
-class MfaController < ApplicationController
-  layout :determine_layout
-  skip_authentication only: [ :verify, :verify_code ]
-
-  def new
-    redirect_to root_path if Current.user.otp_required?
-    Current.user.setup_mfa! unless Current.user.otp_secret.present?
-  end
-
-  def create
-    if Current.user.verify_otp?(params[:code])
-      Current.user.enable_mfa!
-      @backup_codes = Current.user.otp_backup_codes
-      render :backup_codes
-    else
-      Current.user.disable_mfa!
-      redirect_to new_mfa_path, alert: t(".invalid_code")
-    end
-  end
-
-  def verify
-    @user = User.find_by(id: session[:mfa_user_id])
-
-    if @user.nil?
-      redirect_to new_session_path
-    end
-  end
-
-  def verify_code
-    @user = User.find_by(id: session[:mfa_user_id])
-
-    if @user&.verify_otp?(params[:code])
-      session.delete(:mfa_user_id)
-      @session = create_session_for(@user)
-      redirect_to root_path
-    else
-      flash.now[:alert] = t(".invalid_code")
-      render :verify, status: :unprocessable_entity
-    end
-  end
-
-  def disable
-    Current.user.disable_mfa!
-    redirect_to settings_security_path, notice: t(".success")
-  end
-
-  private
-
-    def determine_layout
-      if action_name.in?(%w[verify verify_code])
-        "auth"
-      else
-        "settings"
-      end
-    end
-end

app/controllers/onboardings_controller.rb

@@ -1,4 +1,5 @@
 class OnboardingsController < ApplicationController
+  layout "application"
   before_action :set_user
   before_action :load_invitation
 

app/controllers/pages_controller.rb

@@ -1,22 +1,40 @@
 class PagesController < ApplicationController
   skip_before_action :authenticate_user!, only: %i[early_access]
-  include Periodable
+  layout :with_sidebar, except: %i[early_access]
 
   def dashboard
-    @balance_sheet = Current.family.balance_sheet
-    @accounts = Current.family.accounts.active.with_attached_logo
+    @period = Period.from_param(params[:period])
+    snapshot = Current.family.snapshot(@period)
+    @net_worth_series = snapshot[:net_worth_series]
+    @asset_series = snapshot[:asset_series]
+    @liability_series = snapshot[:liability_series]
 
-    @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
+    snapshot_transactions = Current.family.snapshot_transactions
+    @income_series = snapshot_transactions[:income_series]
+    @spending_series = snapshot_transactions[:spending_series]
+    @savings_rate_series = snapshot_transactions[:savings_rate_series]
+
+    snapshot_account_transactions = Current.family.snapshot_account_transactions
+    @top_spenders = snapshot_account_transactions[:top_spenders]
+    @top_earners = snapshot_account_transactions[:top_earners]
+    @top_savers = snapshot_account_transactions[:top_savers]
+
+    @accounts = Current.family.accounts.active
+    @account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
+    @transaction_entries = Current.family.entries.account_transactions.limit(6).reverse_chronological
+
+    # TODO: Placeholders for trendlines
+    placeholder_series_data = 10.times.map do |i|
+      { date: Date.current - i.days, value: Money.new(0, Current.family.currency) }
+    end
+    @investing_series = TimeSeries.new(placeholder_series_data)
   end
 
   def changelog
-    @release_notes = github_provider.fetch_latest_release_notes
-
-    render layout: "settings"
+    @release_notes = Provider::Github.new.fetch_latest_release_notes
   end
 
   def feedback
-    render layout: "settings"
   end
 
   def early_access
@@ -26,9 +44,4 @@ class PagesController < ApplicationController
     @invite_code = InviteCode.order("RANDOM()").limit(1).first
     render layout: false
   end
-
-  private
-    def github_provider
-      Provider::Registry.get_provider(:github)
-    end
 end

app/controllers/plaid_items_controller.rb

@@ -5,7 +5,6 @@ class PlaidItemsController < ApplicationController
     Current.family.plaid_items.create_from_public_token(
       plaid_item_params[:public_token],
       item_name: item_name,
-      region: plaid_item_params[:region]
     )
 
     redirect_to accounts_path, notice: t(".success")
@@ -21,10 +20,7 @@ class PlaidItemsController < ApplicationController
       @plaid_item.sync_later
     end
 
-    respond_to do |format|
-      format.html { redirect_back_or_to accounts_path }
-      format.json { head :ok }
-    end
+    redirect_to accounts_path
   end
 
   private
@@ -33,7 +29,7 @@ class PlaidItemsController < ApplicationController
     end
 
     def plaid_item_params
-      params.require(:plaid_item).permit(:public_token, :region, metadata: {})
+      params.require(:plaid_item).permit(:public_token, metadata: {})
     end
 
     def item_name

app/controllers/securities_controller.rb

@@ -1,8 +1,18 @@
 class SecuritiesController < ApplicationController
   def index
-    @securities = Security.search_provider(
-      params[:q],
-      country_code: params[:country_code] == "US" ? "US" : nil
-    )
+    query = params[:q]
+    return render json: [] if query.blank? || query.length < 2 || query.length > 100
+
+    @securities = Security.search({
+      search: query,
+      country: country_code_filter
+    })
   end
+
+  private
+    def country_code_filter
+      filter = params[:country_code]
+      filter = "#{filter},US" unless filter == "US"
+      filter
+    end
 end

app/controllers/sessions_controller.rb

@@ -9,13 +9,8 @@ class SessionsController < ApplicationController
 
   def create
     if user = User.authenticate_by(email: params[:email], password: params[:password])
-      if user.otp_required?
-        session[:mfa_user_id] = user.id
-        redirect_to verify_mfa_path
-      else
-        @session = create_session_for(user)
-        redirect_to root_path
-      end
+      @session = create_session_for(user)
+      redirect_to root_path
     else
       flash.now[:alert] = t(".invalid_credentials")
       render :new, status: :unprocessable_entity

app/controllers/settings/billings_controller.rb

@@ -1,6 +1,4 @@
-class Settings::BillingsController < ApplicationController
-  layout "settings"
-
+class Settings::BillingsController < SettingsController
   def show
     @user = Current.user
   end

app/controllers/settings/hostings_controller.rb

@@ -1,22 +1,25 @@
-class Settings::HostingsController < ApplicationController
-  layout "settings"
-
-  guard_feature unless: -> { self_hosted? }
-
-  before_action :ensure_admin, only: :clear_cache
+class Settings::HostingsController < SettingsController
+  before_action :raise_if_not_self_hosted
 
   def show
-    synth_provider = Provider::Registry.get_provider(:synth)
-    @synth_usage = synth_provider&.usage
+    @synth_usage = Current.family.synth_usage
   end
 
   def update
-    if hosting_params.key?(:require_invite_for_signup)
-      Setting.require_invite_for_signup = hosting_params[:require_invite_for_signup]
+    if hosting_params[:upgrades_setting].present?
+      mode = hosting_params[:upgrades_setting] == "manual" ? "manual" : "auto"
+      target = hosting_params[:upgrades_setting] == "commit" ? "commit" : "release"
+
+      Setting.upgrades_mode = mode
+      Setting.upgrades_target = target
     end
 
-    if hosting_params.key?(:require_email_confirmation)
-      Setting.require_email_confirmation = hosting_params[:require_email_confirmation]
+    if hosting_params.key?(:render_deploy_hook)
+      Setting.render_deploy_hook = hosting_params[:render_deploy_hook]
+    end
+
+    if hosting_params.key?(:require_invite_for_signup)
+      Setting.require_invite_for_signup = hosting_params[:require_invite_for_signup]
     end
 
     if hosting_params.key?(:synth_api_key)
@@ -29,17 +32,12 @@ 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(:require_invite_for_signup, :require_email_confirmation, :synth_api_key)
+      params.require(:setting).permit(:render_deploy_hook, :upgrades_setting, :require_invite_for_signup, :synth_api_key)
     end
 
-    def ensure_admin
-      redirect_to settings_hosting_path, alert: t(".not_authorized") unless Current.user.admin?
+    def raise_if_not_self_hosted
+      raise "Settings not available on non-self-hosted instance" unless self_hosted?
     end
 end

app/controllers/settings/preferences_controller.rb

@@ -1,6 +1,4 @@
-class Settings::PreferencesController < ApplicationController
-  layout "settings"
-
+class Settings::PreferencesController < SettingsController
   def show
     @user = Current.user
   end

app/controllers/settings/profiles_controller.rb

@@ -1,33 +1,7 @@
-class Settings::ProfilesController < ApplicationController
-  layout "settings"
-
+class Settings::ProfilesController < SettingsController
   def show
     @user = Current.user
     @users = Current.family.users.order(:created_at)
     @pending_invitations = Current.family.invitations.pending
   end
-
-  def destroy
-    unless Current.user.admin?
-      flash[:alert] = t("settings.profiles.destroy.not_authorized")
-      redirect_to settings_profile_path
-      return
-    end
-
-    @user = Current.family.users.find(params[:user_id])
-
-    if @user == Current.user
-      flash[:alert] = t("settings.profiles.destroy.cannot_remove_self")
-      redirect_to settings_profile_path
-      return
-    end
-
-    if @user.destroy
-      flash[:notice] = t("settings.profiles.destroy.member_removed")
-    else
-      flash[:alert] = t("settings.profiles.destroy.member_removal_failed")
-    end
-
-    redirect_to settings_profile_path
-  end
 end

app/controllers/settings/securities_controller.rb

@@ -1,6 +0,0 @@
-class Settings::SecuritiesController < ApplicationController
-  layout "settings"
-
-  def show
-  end
-end

app/controllers/settings_controller.rb

@@ -0,0 +1,3 @@
+class SettingsController < ApplicationController
+  layout :with_sidebar
+end

app/controllers/subscriptions_controller.rb

@@ -1,6 +1,4 @@
 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(
@@ -46,8 +44,4 @@ 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

app/controllers/tag/deletions_controller.rb

@@ -1,4 +1,6 @@
 class Tag::DeletionsController < ApplicationController
+  layout :with_sidebar
+
   before_action :set_tag
   before_action :set_replacement_tag, only: :create