Partial sync interface

* Lazy load Plaid link tokens, fix link issues on broadcast

* Fix alert styles

.cursor/rules/general-rules.mdc

@@ -11,13 +11,11 @@ alwaysApply: true
   - 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
+- Ignore i18n methods and files. Hardcode strings in English for now to optimize speed of development.
 
 ## 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.
+- Do not automatically run migrations

.cursor/rules/project-conventions.mdc

@@ -53,6 +53,7 @@ This codebase adopts a "skinny controller, fat models" convention.  Furthermore,
 - 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.
+- Always use the `icon` helper in [application_helper.rb](mdc:app/helpers/application_helper.rb) for icons.  NEVER use `lucide_icon` helper directly.
 
 The Hotwire suite (Turbo/Stimulus) works very well with these native elements and we optimize for this.
 
@@ -71,7 +72,7 @@ Due to the open-source nature of this project, we have chosen Minitest + Fixture
 
 - 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)
+- 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/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
@@ -87,26 +88,26 @@ Below are examples of necessary vs. unnecessary tests:
 # 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
+  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(
+  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")
+      Balance.new(date: 1.day.ago.to_date, balance: 1000, cash_balance: 1000, currency: "USD"),
+      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
+    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")
+  balance_record = Balance.new(balance: 100, currency: "USD")
 
   assert balance_record.save
 end
@@ -117,4 +118,3 @@ end
 - 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

@@ -55,29 +55,29 @@ All balances are calculated daily by [balance_calculator.rb](mdc:app/models/acco
 
 ### 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`.
+An account [holding.rb](mdc:app/models/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).
+For investment accounts with holdings, [base_calculator.rb](mdc:app/models/holding/base_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 [base_calculator.rb](mdc:app/models/account/balance/base_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`.
+An account [entry.rb](mdc:app/models/entry.rb) is also a Rails "delegated type".  `Entry` represents any record that _modifies_ an `Account` [balance.rb](mdc:app/models/account/balance.rb) and/or [holding.rb](mdc:app/models/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:
+The `amount` of an [entry.rb](mdc:app/models/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: 
+There are 3 entry types, defined as [entryable.rb](mdc:app/models/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`.
+- `Valuation` - an account [valuation.rb](mdc:app/models/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 `Valuation` of 5,000 for today's date, that means that the account balance will be 5,000 today.
+- `Transaction` - an account [transaction.rb](mdc:app/models/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".  
+- `Trade` - an account [trade.rb](mdc:app/models/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:
+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/transaction.rb) and an outflow [transaction.rb](mdc:app/models/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
@@ -115,10 +115,10 @@ The most important type of sync is the account sync.  It is orchestrated by the
 
 - 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) 
+  - Balances are dependent on the calculation of [holding.rb](mdc:app/models/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.
+An account sync happens every time an [entry.rb](mdc:app/models/entry.rb) is updated.
 
 ### Plaid Item Syncs
 
@@ -126,7 +126,7 @@ 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.
+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/entry.rb), the internal Maybe representations of the data.
 
 ### Family Syncs
 
@@ -247,10 +247,3 @@ class ConcreteProvider < Provider
   end
 end
 ```
-
-
-
-
-
-
-

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

@@ -15,8 +15,8 @@ The codebase uses TailwindCSS v4.x (the newest version) with a custom design sys
 
 - 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 1: use `text-primary` rather than `text-white`
   - 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
+- Always generate semantic HTML

.devcontainer/Dockerfile

@@ -1,4 +1,4 @@
-ARG RUBY_VERSION=3.4.1
+ARG RUBY_VERSION=3.4.4
 FROM ruby:${RUBY_VERSION}-slim-bullseye
 
 RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
@@ -10,6 +10,8 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
   imagemagick \
   iproute2 \
   libpq-dev \
+  libyaml-dev \
+  libyaml-0-2 \
   openssh-client \
   postgresql-client \
   vim

.github/workflows/ci.yml

@@ -77,6 +77,8 @@ jobs:
     timeout-minutes: 10
 
     env:
+      PLAID_CLIENT_ID: foo
+      PLAID_SECRET: bar
       DATABASE_URL: postgres://postgres:postgres@localhost:5432
       RAILS_ENV: test
 

.gitignore

@@ -68,4 +68,6 @@ coverage
 # Ignore node related files
 node_modules
 
-compose.yml
+compose.yml
+
+plaid_test_accounts/

.ruby-version

@@ -1 +1 @@
-3.4.1
+3.4.4

CONTRIBUTING.md

@@ -4,7 +4,7 @@ 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.
+- 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.

Dockerfile

@@ -1,7 +1,7 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.4.1
+ARG RUBY_VERSION=3.4.4
 FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim AS base
 
 # Rails app lives here
@@ -9,7 +9,7 @@ WORKDIR /rails
 
 # Install base packages
 RUN apt-get update -qq && \
-    apt-get install --no-install-recommends -y curl libvips postgresql-client
+    apt-get install --no-install-recommends -y curl libvips postgresql-client libyaml-0-2
 
 # Set production environment
 ARG BUILD_COMMIT_SHA
@@ -23,7 +23,7 @@ ENV RAILS_ENV="production" \
 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 libpq-dev git pkg-config libyaml-dev
 
 # Install application gems
 COPY .ruby-version Gemfile Gemfile.lock ./

Gemfile

@@ -19,28 +19,32 @@ gem "propshaft"
 gem "tailwindcss-rails"
 gem "lucide-rails", github: "maybe-finance/lucide-rails"
 
-# Hotwire
+# Hotwire + UI
 gem "stimulus-rails"
 gem "turbo-rails"
-
+gem "view_component"
+gem "lookbook", ">= 2.3.7"
 gem "hotwire_combobox"
 
 # Background Jobs
 gem "sidekiq"
+gem "sidekiq-cron"
 
-# Error logging
+# Monitoring
 gem "vernier"
 gem "rack-mini-profiler"
 gem "sentry-ruby"
 gem "sentry-rails"
 gem "sentry-sidekiq"
 gem "logtail-rails"
+gem "skylight"
 
 # Active Storage
 gem "aws-sdk-s3", "~> 1.177.0", require: false
 gem "image_processing", ">= 1.2"
 
 # Other
+gem "ostruct"
 gem "bcrypt", "~> 3.1"
 gem "jwt"
 gem "faraday"
@@ -57,9 +61,13 @@ gem "stripe"
 gem "intercom-rails"
 gem "plaid"
 gem "rotp", "~> 6.3"
-gem "rqrcode", "~> 2.2"
+gem "rqrcode", "~> 3.0"
 gem "activerecord-import"
 
+# State machines
+gem "aasm"
+gem "after_commit_everywhere", "~> 1.0"
+
 # AI
 gem "ruby-openai"
 
@@ -79,6 +87,7 @@ group :development do
   gem "web-console"
   gem "faker"
   gem "benchmark-ips"
+  gem "foreman"
 end
 
 group :test do

Gemfile.lock

@@ -8,6 +8,8 @@ GIT
 GEM
   remote: https://rubygems.org/
   specs:
+    aasm (5.5.0)
+      concurrent-ruby (~> 1.0)
     actioncable (7.2.2.1)
       actionpack (= 7.2.2.1)
       activesupport (= 7.2.2.1)
@@ -83,17 +85,20 @@ GEM
       tzinfo (~> 2.0, >= 2.0.5)
     addressable (2.8.7)
       public_suffix (>= 2.0.2, < 7.0)
+    after_commit_everywhere (1.6.0)
+      activerecord (>= 4.2)
+      activesupport
     ast (2.4.3)
     aws-eventstream (1.3.2)
-    aws-partitions (1.1073.0)
-    aws-sdk-core (3.221.0)
+    aws-partitions (1.1105.0)
+    aws-sdk-core (3.224.0)
       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-kms (1.101.0)
       aws-sdk-core (~> 3, >= 3.216.0)
       aws-sigv4 (~> 1.5)
     aws-sdk-s3 (1.177.0)
@@ -115,7 +120,7 @@ GEM
       smart_properties
     bigdecimal (3.1.9)
     bindex (0.8.1)
-    bootsnap (1.18.4)
+    bootsnap (1.18.6)
       msgpack (~> 1.2)
     brakeman (7.0.2)
       racc
@@ -133,23 +138,29 @@ GEM
       logger (~> 1.5)
     chunky_png (1.4.0)
     climate_control (1.2.0)
-    concurrent-ruby (1.3.5)
-    connection_pool (2.5.0)
+    concurrent-ruby (1.3.4)
+    connection_pool (2.5.3)
     crack (1.0.0)
       bigdecimal
       rexml
     crass (1.0.6)
-    csv (3.3.3)
+    cronex (0.15.0)
+      tzinfo
+      unicode (>= 0.4.4.5)
+    css_parser (1.21.1)
+      addressable
+    csv (3.3.4)
     date (3.4.1)
     debug (1.10.0)
       irb (~> 1.10)
       reline (>= 0.3.8)
     docile (1.4.1)
-    dotenv (3.1.7)
-    dotenv-rails (3.1.7)
-      dotenv (= 3.1.7)
+    dotenv (3.1.8)
+    dotenv-rails (3.1.8)
+      dotenv (= 3.1.8)
       railties (>= 6.1)
     drb (2.2.1)
+    erb (5.0.1)
     erb_lint (0.9.0)
       activesupport
       better_html (>= 2.0.1)
@@ -158,10 +169,12 @@ GEM
       rubocop (>= 1)
       smart_properties
     erubi (1.13.1)
+    et-orbi (1.2.11)
+      tzinfo
     event_stream_parser (1.0.0)
     faker (3.5.1)
       i18n (>= 1.8.11, < 2)
-    faraday (2.12.2)
+    faraday (2.13.1)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
@@ -171,14 +184,18 @@ GEM
       net-http (>= 0.5.0)
     faraday-retry (2.3.1)
       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 (1.17.2-aarch64-linux-gnu)
+    ffi (1.17.2-aarch64-linux-musl)
+    ffi (1.17.2-arm-linux-gnu)
+    ffi (1.17.2-arm-linux-musl)
+    ffi (1.17.2-arm64-darwin)
+    ffi (1.17.2-x86_64-darwin)
+    ffi (1.17.2-x86_64-linux-gnu)
+    ffi (1.17.2-x86_64-linux-musl)
+    foreman (0.88.1)
+    fugit (1.11.1)
+      et-orbi (~> 1, >= 1.2.11)
+      raabro (~> 1.4)
     globalid (1.2.1)
       activesupport (>= 6.1)
     hashdiff (1.1.2)
@@ -193,6 +210,8 @@ GEM
       rails (>= 7.0.7.2)
       stimulus-rails (>= 1.2)
       turbo-rails (>= 1.2)
+    htmlbeautifier (1.4.3)
+    htmlentities (4.3.4)
     i18n (1.14.7)
       concurrent-ruby (~> 1.0)
     i18n-tasks (1.0.15)
@@ -220,15 +239,15 @@ GEM
       activesupport (> 4.0)
       jwt (~> 2.0)
     io-console (0.8.0)
-    irb (1.15.1)
+    irb (1.15.2)
       pp (>= 0.6.0)
       rdoc (>= 4.0.0)
       reline (>= 0.4.2)
     jmespath (1.6.2)
-    json (2.10.2)
+    json (2.12.0)
     jwt (2.10.1)
       base64
-    language_server-protocol (3.17.0.4)
+    language_server-protocol (3.17.0.5)
     launchy (3.1.1)
       addressable (~> 2.8)
       childprocess (~> 5.0)
@@ -251,9 +270,21 @@ GEM
       logtail (~> 0.1, >= 0.1.14)
       logtail-rack (~> 0.1)
       railties (>= 5.0.0)
-    loofah (2.24.0)
+    loofah (2.24.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
+    lookbook (2.3.9)
+      activemodel
+      css_parser
+      htmlbeautifier (~> 1.3)
+      htmlentities (~> 4.3.4)
+      marcel (~> 1.0)
+      railties (>= 5.0)
+      redcarpet (~> 3.5)
+      rouge (>= 3.26, < 5.0)
+      view_component (>= 2.0)
+      yard (~> 0.9)
+      zeitwerk (~> 2.5)
     mail (2.8.1)
       mini_mime (>= 0.1.1)
       net-imap
@@ -261,6 +292,7 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
+    method_source (1.1.0)
     mini_magick (5.2.0)
       benchmark
       logger
@@ -272,7 +304,7 @@ GEM
     multipart-post (2.4.1)
     net-http (0.6.0)
       uri
-    net-imap (0.5.6)
+    net-imap (0.5.8)
       date
       net-protocol
     net-pop (0.1.2)
@@ -282,32 +314,33 @@ GEM
     net-smtp (0.5.1)
       net-protocol
     nio4r (2.7.4)
-    nokogiri (1.18.6-aarch64-linux-gnu)
+    nokogiri (1.18.8-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.6-aarch64-linux-musl)
+    nokogiri (1.18.8-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.18.6-arm-linux-gnu)
+    nokogiri (1.18.8-arm-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.6-arm-linux-musl)
+    nokogiri (1.18.8-arm-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.18.6-arm64-darwin)
+    nokogiri (1.18.8-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.6-x86_64-darwin)
+    nokogiri (1.18.8-x86_64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.6-x86_64-linux-gnu)
+    nokogiri (1.18.8-x86_64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.18.6-x86_64-linux-musl)
+    nokogiri (1.18.8-x86_64-linux-musl)
       racc (~> 1.4)
-    octokit (9.2.0)
+    octokit (10.0.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
+    ostruct (0.6.1)
     pagy (9.3.4)
-    parallel (1.26.3)
-    parser (3.3.7.2)
+    parallel (1.27.0)
+    parser (3.3.8.0)
       ast (~> 2.4.1)
       racc
     pg (1.5.9)
-    plaid (36.1.0)
+    plaid (39.0.0)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (>= 1.0.1, < 2.0)
     platform_agent (1.0.1)
@@ -322,17 +355,18 @@ GEM
       activesupport (>= 7.0.0)
       rack
       railties (>= 7.0.0)
-    psych (5.2.3)
+    psych (5.2.6)
       date
       stringio
-    public_suffix (6.0.1)
+    public_suffix (6.0.2)
     puma (6.6.0)
       nio4r (~> 2.0)
+    raabro (1.4.0)
     racc (1.8.1)
-    rack (3.1.12)
+    rack (3.1.15)
     rack-mini-profiler (3.3.1)
       rack (>= 1.2.0)
-    rack-session (2.1.0)
+    rack-session (2.1.1)
       base64 (>= 0.1.0)
       rack (>= 3.0.0)
     rack-test (2.2.0)
@@ -379,9 +413,10 @@ GEM
     rb-fsevent (0.11.2)
     rb-inotify (0.11.1)
       ffi (~> 1.0)
-    rbs (3.9.1)
+    rbs (3.9.4)
       logger
-    rdoc (6.13.0)
+    rdoc (6.14.0)
+      erb
       psych (>= 4.0.0)
     redcarpet (3.6.1)
     redis (5.4.0)
@@ -389,15 +424,16 @@ GEM
     redis-client (0.24.0)
       connection_pool
     regexp_parser (2.10.0)
-    reline (0.6.0)
+    reline (0.6.1)
       io-console (~> 0.5)
     rexml (3.4.1)
     rotp (6.3.0)
-    rqrcode (2.2.0)
+    rouge (4.5.2)
+    rqrcode (3.1.0)
       chunky_png (~> 1.0)
-      rqrcode_core (~> 1.0)
-    rqrcode_core (1.2.0)
-    rubocop (1.74.0)
+      rqrcode_core (~> 2.0)
+    rqrcode_core (2.0.0)
+    rubocop (1.75.6)
       json (~> 2.3)
       language_server-protocol (~> 3.17.0.2)
       lint_roller (~> 1.1.0)
@@ -405,32 +441,33 @@ GEM
       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)
+      rubocop-ast (>= 1.44.0, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 2.4.0, < 4.0)
-    rubocop-ast (1.41.0)
+    rubocop-ast (1.44.1)
       parser (>= 3.3.7.2)
-    rubocop-performance (1.24.0)
+      prism (~> 1.4)
+    rubocop-performance (1.25.0)
       lint_roller (~> 1.1)
-      rubocop (>= 1.72.1, < 2.0)
+      rubocop (>= 1.75.0, < 2.0)
       rubocop-ast (>= 1.38.0, < 2.0)
-    rubocop-rails (2.30.3)
+    rubocop-rails (2.32.0)
       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 (>= 1.75.0, < 2.0)
+      rubocop-ast (>= 1.44.0, < 2.0)
     rubocop-rails-omakase (1.1.0)
       rubocop (>= 1.72)
       rubocop-performance (>= 1.24)
       rubocop-rails (>= 2.30)
-    ruby-lsp (0.23.12)
+    ruby-lsp (0.23.20)
       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-lsp-rails (0.4.3)
+      ruby-lsp (>= 0.23.18, < 0.24.0)
     ruby-openai (8.1.0)
       event_stream_parser (>= 0.3.0, < 2.0.0)
       faraday (>= 1)
@@ -445,49 +482,56 @@ GEM
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
     securerandom (0.4.1)
-    selenium-webdriver (4.31.0)
+    selenium-webdriver (4.32.0)
       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 (5.24.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.23.0)
-    sentry-ruby (5.23.0)
+      sentry-ruby (~> 5.24.0)
+    sentry-ruby (5.24.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
-    sentry-sidekiq (5.23.0)
-      sentry-ruby (~> 5.23.0)
+    sentry-sidekiq (5.24.0)
+      sentry-ruby (~> 5.24.0)
       sidekiq (>= 3.0)
-    sidekiq (8.0.2)
+    sidekiq (8.0.3)
       connection_pool (>= 2.5.0)
       json (>= 2.9.0)
       logger (>= 1.6.2)
       rack (>= 3.1.0)
       redis-client (>= 0.23.2)
+    sidekiq-cron (2.3.0)
+      cronex (>= 0.13.0)
+      fugit (~> 1.8, >= 1.11.1)
+      globalid (>= 1.0.1)
+      sidekiq (>= 6.5.0)
     simplecov (0.22.0)
       docile (~> 1.1)
       simplecov-html (~> 0.11)
       simplecov_json_formatter (~> 0.1)
     simplecov-html (0.13.1)
     simplecov_json_formatter (0.1.4)
+    skylight (6.0.4)
+      activesupport (>= 5.2.0)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11953)
+    sorbet-runtime (0.5.12117)
     stimulus-rails (1.3.4)
       railties (>= 6.0.0)
-    stringio (3.1.5)
-    stripe (14.0.0)
-    tailwindcss-rails (4.2.1)
+    stringio (3.1.7)
+    stripe (15.1.0)
+    tailwindcss-rails (4.2.3)
       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)
+    tailwindcss-ruby (4.1.7)
+    tailwindcss-ruby (4.1.7-aarch64-linux-gnu)
+    tailwindcss-ruby (4.1.7-aarch64-linux-musl)
+    tailwindcss-ruby (4.1.7-arm64-darwin)
+    tailwindcss-ruby (4.1.7-x86_64-darwin)
+    tailwindcss-ruby (4.1.7-x86_64-linux-gnu)
+    tailwindcss-ruby (4.1.7-x86_64-linux-musl)
     terminal-table (4.0.0)
       unicode-display_width (>= 1.1.1, < 4)
     thor (1.3.2)
@@ -497,6 +541,7 @@ GEM
       railties (>= 7.1.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
+    unicode (0.4.4.5)
     unicode-display_width (3.1.4)
       unicode-emoji (~> 4.0, >= 4.0.4)
     unicode-emoji (4.0.4)
@@ -504,7 +549,11 @@ GEM
     useragent (0.16.11)
     vcr (6.3.1)
       base64
-    vernier (1.7.0)
+    vernier (1.7.1)
+    view_component (3.22.0)
+      activesupport (>= 5.2.0, < 8.1)
+      concurrent-ruby (= 1.3.4)
+      method_source (~> 1.0)
     web-console (4.2.1)
       actionview (>= 6.0.0)
       activemodel (>= 6.0.0)
@@ -521,7 +570,8 @@ GEM
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.7.2)
+    yard (0.9.37)
+    zeitwerk (2.7.3)
 
 PLATFORMS
   aarch64-linux-gnu
@@ -534,7 +584,9 @@ PLATFORMS
   x86_64-linux-musl
 
 DEPENDENCIES
+  aasm
   activerecord-import
+  after_commit_everywhere (~> 1.0)
   aws-sdk-s3 (~> 1.177.0)
   bcrypt (~> 3.1)
   benchmark-ips
@@ -550,6 +602,7 @@ DEPENDENCIES
   faraday
   faraday-multipart
   faraday-retry
+  foreman
   hotwire-livereload
   hotwire_combobox
   i18n-tasks
@@ -560,9 +613,11 @@ DEPENDENCIES
   jwt
   letter_opener
   logtail-rails
+  lookbook (>= 2.3.7)
   lucide-rails!
   mocha
   octokit
+  ostruct
   pagy
   pg (~> 1.5)
   plaid
@@ -574,7 +629,7 @@ DEPENDENCIES
   redcarpet
   redis (~> 5.4)
   rotp (~> 6.3)
-  rqrcode (~> 2.2)
+  rqrcode (~> 3.0)
   rubocop-rails-omakase
   ruby-lsp-rails
   ruby-openai
@@ -583,7 +638,9 @@ DEPENDENCIES
   sentry-ruby
   sentry-sidekiq
   sidekiq
+  sidekiq-cron
   simplecov
+  skylight
   stimulus-rails
   stripe
   tailwindcss-rails
@@ -591,11 +648,12 @@ DEPENDENCIES
   tzinfo-data
   vcr
   vernier
+  view_component
   web-console
   webmock
 
 RUBY VERSION
-   ruby 3.4.1p0
+   ruby 3.4.4p34
 
 BUNDLED WITH
-   2.6.3
+   2.6.9

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
+css: bundle exec bin/rails tailwindcss:watch 2>/dev/null
 worker: bundle exec sidekiq

README.md

@@ -1,7 +1,7 @@
-<img width="1440" alt="dashboard_mockup" src="https://github.com/maybe-finance/maybe/assets/35243/a7763d0e-a942-42db-bde7-eb8d28106917">
-<sup><i>(Note: The image above is a mockup of what we're working towards. We're rapidly approaching the functionality shown, but not all of the parts are ready just yet.)</i></sup>
 
-# Maybe: The OS for your personal finances
+<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/13fc5ef4-ce0f-4073-a163-9dbc3eb4c8e5" />
+
+# Maybe: The personal finance app for everyone
 
 <b>Get
 involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
@@ -24,7 +24,7 @@ and eventually offer a hosted version of the app for a small monthly fee.
 
 ## Maybe Hosting
 
-There are 3 primary ways to use the Maybe app:
+There are 2 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)

app/assets/images/ai-dark.svg

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+    <filter id="filter0_i_2942_1218" x="0" y="0" width="32" height="32" filterUnits="userSpaceOnUse" color-interpolation-filters="sRGB">
+      <feFlood flood-opacity="0" result="BackgroundImageFix"/>
+      <feBlend mode="normal" in="SourceGraphic" in2="BackgroundImageFix" result="shape"/>
+      <feColorMatrix in="SourceAlpha" type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127 0" result="hardAlpha"/>
+      <feOffset/>
+      <feGaussianBlur stdDeviation="0.49869"/>
+      <feComposite in2="hardAlpha" operator="arithmetic" k2="-1" k3="1"/>
+      <feColorMatrix type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.1 0"/>
+      <feBlend mode="normal" in2="shape" result="effect1_innerShadow_2942_1218"/>
+    </filter>
+    <filter id="filter1_ii_2942_1218" x="1.75" y="0.861111" width="28.5" height="30.2778" filterUnits="userSpaceOnUse" color-interpolation-filters="sRGB">
+      <feFlood flood-opacity="0" result="BackgroundImageFix"/>
+      <feBlend mode="normal" in="SourceGraphic" in2="BackgroundImageFix" result="shape"/>
+      <feColorMatrix in="SourceAlpha" type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127 0" result="hardAlpha"/>
+      <feOffset dy="-0.888889"/>
+      <feGaussianBlur stdDeviation="0.888889"/>
+      <feComposite in2="hardAlpha" operator="arithmetic" k2="-1" k3="1"/>
+      <feColorMatrix type="matrix" values="0 0 0 0 0.980392 0 0 0 0 0.309804 0 0 0 0 0.67451 0 0 0 0.1 0"/>
+      <feBlend mode="normal" in2="shape" result="effect1_innerShadow_2942_1218"/>
+      <feColorMatrix in="SourceAlpha" type="matrix" values="0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127 0" result="hardAlpha"/>
+      <feOffset dy="0.888889"/>
+      <feGaussianBlur stdDeviation="0.888889"/>
+      <feComposite in2="hardAlpha" operator="arithmetic" k2="-1" k3="1"/>
+      <feColorMatrix type="matrix" values="0 0 0 0 0.2 0 0 0 0 0.835294 0 0 0 0 1 0 0 0 0.1 0"/>
+      <feBlend mode="normal" in2="effect1_innerShadow_2942_1218" result="effect2_innerShadow_2942_1218"/>
+    </filter>
+    <linearGradient id="paint0_linear_2942_1218" x1="16" y1="0" x2="16" y2="32" gradientUnits="userSpaceOnUse">
+      <stop stop-color="#22CCEE"/>
+      <stop offset="0.274483" stop-color="#1570EF"/>
+      <stop offset="0.629793" stop-color="#6927DA"/>
+      <stop offset="1" stop-color="#F23E94"/>
+    </linearGradient>
+    <linearGradient id="paint1_linear_2942_1218" x1="16" y1="10.6562" x2="16" y2="30.25" gradientUnits="userSpaceOnUse">
+      <stop stop-color="white"/>
+      <stop offset="0.3" stop-color="#F7F7F7"/>
+    </linearGradient>
+    <linearGradient id="paint2_linear_2942_1218" x1="17.8739" y1="7.84186" x2="13.7328" y2="23.2967" gradientUnits="userSpaceOnUse">
+      <stop stop-color="#22CCEE"/>
+      <stop offset="0.274483" stop-color="#1570EF"/>
+      <stop offset="0.629793" stop-color="#6927DA"/>
+      <stop offset="1" stop-color="#F23E94"/>
+    </linearGradient>
+    <linearGradient id="paint3_linear_2942_1218" x1="17.8739" y1="7.84186" x2="13.7328" y2="23.2967" gradientUnits="userSpaceOnUse">
+      <stop stop-color="#22CCEE"/>
+      <stop offset="0.274483" stop-color="#1570EF"/>
+      <stop offset="0.629793" stop-color="#6927DA"/>
+      <stop offset="1" stop-color="#F23E94"/>
+    </linearGradient>
+    <linearGradient id="paint4_linear_2942_1218" x1="17.8739" y1="7.84186" x2="13.7328" y2="23.2967" gradientUnits="userSpaceOnUse">
+      <stop stop-color="#22CCEE"/>
+      <stop offset="0.274483" stop-color="#1570EF"/>
+      <stop offset="0.629793" stop-color="#6927DA"/>
+      <stop offset="1" stop-color="#F23E94"/>
+    </linearGradient>
+  </defs>
+</svg>

app/assets/images/icon-assistant.svg

@@ -0,0 +1,37 @@
+<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
+    <rect x="0.75" y="0.75" width="18.5" height="18.5" rx="5.25"
+        class="gradient-fill"
+        fill="url(#paint0_linear_2046_1939)" />
+    <rect x="0.75" y="0.75" width="18.5" height="18.5" rx="5.25" stroke="currentColor" stroke-width="1.5" />
+    <path
+        d="M13.166 5.78146C13.4233 5.77662 13.6358 5.98129 13.6407 6.2386C13.6575 7.13281 13.688 8.02308 13.7308 8.91583C13.7431 9.1729 13.5447 9.39128 13.2876 9.40361C13.0306 9.41593 12.8122 9.21753 12.7999 8.96046C12.7567 8.05922 12.7259 7.1599 12.7089 6.25615C12.704 5.99883 12.9087 5.78631 13.166 5.78146Z"
+        fill="currentColor" />
+    <path
+        d="M9.35116 6.19917C9.49883 5.98839 9.44768 5.69781 9.2369 5.55013C9.02612 5.40246 8.73554 5.45361 8.58786 5.66439C8.20561 6.20997 7.79785 6.74728 7.3802 7.29762C7.22057 7.50796 7.05946 7.72025 6.89782 7.93558C6.89774 7.8919 6.89758 7.84771 6.89727 7.80294C6.89466 7.42332 6.88115 7.01776 6.8079 6.61074C6.76232 6.35744 6.52004 6.18906 6.26674 6.23464C6.01345 6.28022 5.84506 6.5225 5.89064 6.7758C5.94925 7.10149 5.96277 7.44189 5.9653 7.80935C5.96592 7.90008 5.96583 7.9938 5.96575 8.08947C5.96549 8.36824 5.96523 8.66365 5.98243 8.95029C5.98629 9.01454 6.00299 9.07497 6.02989 9.12923C5.58396 9.77068 5.16482 10.433 4.81446 11.1202C4.8097 11.1296 4.80269 11.1428 4.79392 11.1593C4.74038 11.2602 4.62146 11.4842 4.55147 11.7C4.51162 11.8229 4.46721 12.0002 4.48814 12.1832C4.49932 12.281 4.53101 12.3969 4.60706 12.506C4.68604 12.6193 4.7952 12.6996 4.91859 12.7462C5.67618 13.0326 6.51425 13.0618 7.30714 13.0015C7.95092 12.9525 8.60078 12.8405 9.17979 12.7407C9.31222 12.7179 9.44094 12.6957 9.56504 12.6751C9.81891 12.6329 9.99049 12.3928 9.94826 12.1389C9.90603 11.8851 9.66599 11.7135 9.41211 11.7557C9.27728 11.7782 9.14113 11.8016 9.00391 11.8252C8.42721 11.9244 7.83168 12.0269 7.2364 12.0722C6.58727 12.1216 5.98075 12.0984 5.45339 11.9432C5.49547 11.8288 5.55538 11.7146 5.60631 11.6175C5.61995 11.5915 5.63296 11.5667 5.64479 11.5435C6.11404 10.623 6.72498 9.73396 7.38096 8.84686C7.61644 8.52843 7.86038 8.20687 8.10509 7.8843C8.53175 7.3219 8.96074 6.75642 9.35116 6.19917Z"
+        fill="currentColor" />
+    <path
+        d="M13.1953 13.7096C13.2749 13.4649 13.141 13.2019 12.8962 13.1224C12.6515 13.0428 12.3886 13.1767 12.309 13.4215C12.1983 13.7621 12.0525 14.0208 11.8709 14.199C11.6971 14.3694 11.4701 14.4868 11.1471 14.517C10.6661 14.5621 10.1781 14.3594 9.96528 14.0074C9.83214 13.7871 9.54566 13.7165 9.32541 13.8496C9.10516 13.9828 9.03455 14.2693 9.16769 14.4895C9.61336 15.2268 10.4996 15.5138 11.2341 15.445C11.7632 15.3954 12.192 15.1895 12.5235 14.8644C12.8471 14.547 13.0561 14.1379 13.1953 13.7096Z"
+        fill="currentColor" />
+    <path
+        d="M13.166 5.78146C13.4233 5.77662 13.6358 5.98129 13.6407 6.2386C13.6575 7.13281 13.688 8.02308 13.7308 8.91583C13.7431 9.1729 13.5447 9.39128 13.2876 9.40361C13.0306 9.41593 12.8122 9.21753 12.7999 8.96046C12.7567 8.05922 12.7259 7.1599 12.7089 6.25615C12.704 5.99883 12.9087 5.78631 13.166 5.78146Z"
+        stroke="currentColor" stroke-width="0.3" stroke-linecap="round" />
+    <path
+        d="M9.35116 6.19917C9.49883 5.98839 9.44768 5.69781 9.2369 5.55013C9.02612 5.40246 8.73554 5.45361 8.58786 5.66439C8.20561 6.20997 7.79785 6.74728 7.3802 7.29762C7.22057 7.50796 7.05946 7.72025 6.89782 7.93558C6.89774 7.8919 6.89758 7.84771 6.89727 7.80294C6.89466 7.42332 6.88115 7.01776 6.8079 6.61074C6.76232 6.35744 6.52004 6.18906 6.26674 6.23464C6.01345 6.28022 5.84506 6.5225 5.89064 6.7758C5.94925 7.10149 5.96277 7.44189 5.9653 7.80935C5.96592 7.90008 5.96583 7.9938 5.96575 8.08947C5.96549 8.36824 5.96523 8.66365 5.98243 8.95029C5.98629 9.01454 6.00299 9.07497 6.02989 9.12923C5.58396 9.77068 5.16482 10.433 4.81446 11.1202C4.8097 11.1296 4.80269 11.1428 4.79392 11.1593C4.74038 11.2602 4.62146 11.4842 4.55147 11.7C4.51162 11.8229 4.46721 12.0002 4.48814 12.1832C4.49932 12.281 4.53101 12.3969 4.60706 12.506C4.68604 12.6193 4.7952 12.6996 4.91859 12.7462C5.67618 13.0326 6.51425 13.0618 7.30714 13.0015C7.95092 12.9525 8.60078 12.8405 9.17979 12.7407C9.31222 12.7179 9.44094 12.6957 9.56504 12.6751C9.81891 12.6329 9.99049 12.3928 9.94826 12.1389C9.90603 11.8851 9.66599 11.7135 9.41211 11.7557C9.27728 11.7782 9.14113 11.8016 9.00391 11.8252C8.42721 11.9244 7.83168 12.0269 7.2364 12.0722C6.58727 12.1216 5.98075 12.0984 5.45339 11.9432C5.49547 11.8288 5.55538 11.7146 5.60631 11.6175C5.61995 11.5915 5.63296 11.5667 5.64479 11.5435C6.11404 10.623 6.72498 9.73396 7.38096 8.84686C7.61644 8.52843 7.86038 8.20687 8.10509 7.8843C8.53175 7.3219 8.96074 6.75642 9.35116 6.19917Z"
+        stroke="currentColor" stroke-width="0.3" stroke-linecap="round" />
+    <path
+        d="M13.1953 13.7096C13.2749 13.4649 13.141 13.2019 12.8962 13.1224C12.6515 13.0428 12.3886 13.1767 12.309 13.4215C12.1983 13.7621 12.0525 14.0208 11.8709 14.199C11.6971 14.3694 11.4701 14.4868 11.1471 14.517C10.6661 14.5621 10.1781 14.3594 9.96528 14.0074C9.83214 13.7871 9.54566 13.7165 9.32541 13.8496C9.10516 13.9828 9.03455 14.2693 9.16769 14.4895C9.61336 15.2268 10.4996 15.5138 11.2341 15.445C11.7632 15.3954 12.192 15.1895 12.5235 14.8644C12.8471 14.547 13.0561 14.1379 13.1953 13.7096Z"
+        stroke="currentColor" stroke-width="0.3" stroke-linecap="round" />
+    <style>
+        [data-theme=dark] .gradient-fill {
+            fill: transparent;
+        }
+    </style>
+    <defs>
+        <linearGradient id="paint0_linear_2046_1939" x1="10" y1="6.25" x2="10" y2="20"
+            gradientUnits="userSpaceOnUse">
+            <stop stop-color="white" />
+            <stop offset="0.3" stop-color="#F7F7F7" />
+        </linearGradient>
+    </defs>
+</svg>
+    

app/assets/images/icon-csv.svg

@@ -0,0 +1,5 @@
+<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
+    <path
+        d="M2.5 7.5H17.5M2.5 12.5H17.5M7.5 7.5V17.5M12.5 7.5V17.5M4.16667 2.5H15.8333C16.7538 2.5 17.5 3.24619 17.5 4.16667V15.8333C17.5 16.7538 16.7538 17.5 15.8333 17.5H4.16667C3.24619 17.5 2.5 16.7538 2.5 15.8333V4.16667C2.5 3.24619 3.24619 2.5 4.16667 2.5Z"
+        stroke="#737373" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" />
+</svg>

app/assets/tailwind/application.css

@@ -20,7 +20,6 @@
   }
   .pcr-color-palette{
       height: 12em !important;
-      width: 21.5rem !important;
   }
   .pcr-palette{
       border-radius: 10px !important;
@@ -71,18 +70,22 @@
 
 /* Typography */
 .prose {
-  @apply max-w-none;
+  @apply max-w-none text-primary; 
+
+  a {
+    @apply text-link;
+  }
 
   h2 {
-    @apply text-xl font-medium;
+    @apply text-xl font-medium text-primary;
   }
 
   h3 {
-    @apply text-lg font-medium;
+    @apply text-lg font-medium text-primary;
   }
 
   li {
-    @apply m-0;
+    @apply m-0 text-primary;
   }
 
   details {
@@ -165,5 +168,4 @@
   &::-webkit-scrollbar-thumb:hover {
     background: #a6a6a6;
   }
-}
-/* The following Markdown CSS has been removed as requested */
+}

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

@@ -5,6 +5,12 @@
   One-off styling (3rd party overrides, etc.) should be done in the application.css file.
 */
 
+@import './maybe-design-system/background-utils.css';
+@import './maybe-design-system/foreground-utils.css';
+@import './maybe-design-system/text-utils.css';
+@import './maybe-design-system/border-utils.css';
+@import './maybe-design-system/component-utils.css';
+
 @custom-variant theme-dark (&:where([data-theme=dark], [data-theme=dark] *));
 
 @theme {
@@ -18,6 +24,12 @@
   --color-success: var(--color-green-600);
   --color-warning: var(--color-yellow-600);
   --color-destructive: var(--color-red-600);
+  --color-shadow: --alpha(var(--color-black) / 6%);
+
+  /* Colors used in Stimulus controllers with SVGs (easier to define light/dark mode here than toggle within the controllers) */
+  /* See @layer base block below for dark mode overrides */
+  --budget-unused-fill: var(--color-gray-200);
+  --budget-unallocated-fill: var(--color-gray-50);
 
   /* Gray scale */
   --color-gray-25: #FAFAFA;
@@ -217,264 +229,48 @@
   --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%);
+
+  --animate-stroke-fill: stroke-fill 3s 300ms forwards;
+
+  @keyframes stroke-fill {
+    0% {
+      stroke-dashoffset: 43.9822971503;
+    }
+
+    100% {
+      stroke-dashoffset: 0;
+    }
+  } 
 }
 
-/* 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;
-  }
+/* Specific override for strong tags in prose under dark mode */
+.prose:where([data-theme=dark], [data-theme=dark] *) strong {
+  color: theme(colors.white) !important;
 }
 
 @layer base {
+  [data-theme="dark"] { 
+    --color-success: var(--color-green-500);
+    --color-warning: var(--color-yellow-400);
+    --color-destructive: var(--color-red-400);
+    --color-shadow: --alpha(var(--color-white) / 8%);
+
+    /* Dark mode overrides for colors used in Stimulus controllers with SVGs */
+    --budget-unused-fill: var(--color-gray-500);
+    --budget-unallocated-fill: var(--color-gray-700);
+
+    --shadow-xs: 0px 1px 2px 0px --alpha(var(--color-white) / 8%);
+    --shadow-sm: 0px 1px 6px 0px --alpha(var(--color-white) / 8%);
+    --shadow-md: 0px 4px 8px -2px --alpha(var(--color-white) / 8%);
+    --shadow-lg: 0px 12px 16px -4px --alpha(var(--color-white) / 8%);
+    --shadow-xl: 0px 20px 24px -4px --alpha(var(--color-white) / 8%);
+  }
+
+  html {
+    padding-top: env(safe-area-inset-top);
+    padding-bottom: env(safe-area-inset-bottom);
+  }
+
   button {
     @apply cursor-pointer focus-visible:outline-gray-900;
   }
@@ -483,17 +279,24 @@
     @apply text-gray-200;
   }
 
+  /* We control the sizing through DialogComponent, so reset this value */
+  dialog:modal {
+    max-width: 100dvw;
+    max-height: 100dvh;
+  }
+
   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 */
-    
+    @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;
@@ -502,66 +305,12 @@
 }
 
 @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;
     }
@@ -569,43 +318,51 @@
     /* 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 text-primary border-none bg-container 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;
-  
+    @apply placeholder:text-subdued;
+
     &select {
       @apply pr-8;
     }
+
+    @variant theme-dark {
+      &::-webkit-calendar-picker-indicator {
+        filter: invert(1);
+        cursor: pointer;
+      }
+    }
   }
-  
+
   .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;
   }
@@ -622,142 +379,53 @@
     &[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;
     }
-  }
+
+    @variant theme-dark {
+      &[type='checkbox'] {
+        @apply ring-gray-900 checked:text-white;
+        background-color: var(--color-gray-600);
+      }
   
+      &[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='white' 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");
+        background-color: var(--color-gray-600);
+      }
+    }
+  }
+
   .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; 
+  .qrcode svg path {
+    fill: var(--color-black);
+    @variant theme-dark {
+      fill: var(--color-white);
+    }
+
   }
 }
 
-/* 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/assets/tailwind/maybe-design-system/background-utils.css

@@ -0,0 +1,91 @@
+@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-900;
+  }
+}
+
+@utility bg-surface-inset {
+  @apply bg-gray-100;
+
+  @variant theme-dark {
+    @apply bg-gray-800;
+  }
+}
+
+@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: --alpha(var(--color-gray-100) / 50%);
+
+  @variant theme-dark {
+    background-color: var(--color-alpha-black-900);
+  }
+}
+
+@utility bg-loader {
+  @apply bg-surface-inset animate-pulse;
+}

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

@@ -0,0 +1,92 @@
+/* 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);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-sm {
+  box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-md {
+  box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-lg {
+  box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@utility shadow-border-xl {
+  box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-black-50);
+
+  @variant theme-dark {
+    box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-white-50);
+  }
+}
+
+@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-divider {
+  @apply border-tertiary;
+}
+
+@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;
+  }
+}

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

@@ -0,0 +1,109 @@
+/* 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 fg-inverse;
+  }
+}
+
+@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;
+  }
+}
+
+@utility bg-nav-indicator {
+  @apply bg-black;
+
+  @variant theme-dark {
+    @apply bg-white;
+  }
+}

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

@@ -0,0 +1,63 @@
+@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;
+  }
+}

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

@@ -0,0 +1,39 @@
+@utility text-primary {
+  @apply text-gray-900;
+
+  @variant theme-dark {
+   @apply text-white;
+  }
+}
+
+@utility text-inverse {
+  @apply text-white;
+
+  @variant theme-dark {
+    @apply text-gray-900;
+  }
+}
+
+@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;
+  }
+}

app/components/button_component.html.erb

@@ -0,0 +1,13 @@
+<%= container do %>
+  <% if icon && (icon_position != :right) %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+  <% end %>
+
+  <% unless icon_only? %>
+    <%= text %>
+  <% end %>
+
+  <% if icon && icon_position == :right %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+  <% end %>
+<% end %>

app/components/button_component.rb

@@ -0,0 +1,41 @@
+# frozen_string_literal: true
+
+# An extension to `button_to` helper.  All options are passed through to the `button_to` helper with some additional
+# options available.
+class ButtonComponent < ButtonishComponent
+  attr_reader :confirm
+
+  def initialize(confirm: nil, **opts)
+    super(**opts)
+    @confirm = confirm
+  end
+
+  def container(&block)
+    if href.present?
+      button_to(href, **merged_opts, &block)
+    else
+      content_tag(:button, **merged_opts, &block)
+    end
+  end
+
+  private
+    def merged_opts
+      merged_opts = opts.dup || {}
+      extra_classes = merged_opts.delete(:class)
+      href = merged_opts.delete(:href)
+      data = merged_opts.delete(:data) || {}
+
+      if confirm.present?
+        data = data.merge(turbo_confirm: confirm.to_data_attribute)
+      end
+
+      if frame.present?
+        data = data.merge(turbo_frame: frame)
+      end
+
+      merged_opts.merge(
+        class: class_names(container_classes, extra_classes),
+        data: data
+      )
+    end
+end

app/components/buttonish_component.rb

@@ -0,0 +1,156 @@
+class ButtonishComponent < ViewComponent::Base
+  VARIANTS = {
+    primary: {
+      container_classes: "text-inverse bg-inverse hover:bg-inverse-hover disabled:bg-gray-500 theme-dark:disabled:bg-gray-400",
+      icon_classes: "fg-inverse"
+    },
+    secondary: {
+      container_classes: "text-secondary bg-gray-50 theme-dark:bg-gray-700 hover:bg-gray-100 theme-dark:hover:bg-gray-600 disabled:bg-gray-200 theme-dark:disabled:bg-gray-600",
+      icon_classes: "fg-primary"
+    },
+    destructive: {
+      container_classes: "text-inverse bg-red-500 theme-dark:bg-red-400 hover:bg-red-600 theme-dark:hover:bg-red-500 disabled:bg-red-200 theme-dark:disabled:bg-red-600",
+      icon_classes: "fg-white"
+    },
+    outline: {
+      container_classes: "text-primary border border-secondary bg-transparent hover:bg-surface-hover",
+      icon_classes: "fg-gray"
+    },
+    outline_destructive: {
+      container_classes: "text-destructive border border-secondary bg-transparent hover:bg-gray-100 theme-dark:hover:bg-gray-700",
+      icon_classes: "fg-gray"
+    },
+    ghost: {
+      container_classes: "text-primary bg-transparent hover:bg-gray-100 theme-dark:hover:bg-gray-700",
+      icon_classes: "fg-gray"
+    },
+    icon: {
+      container_classes: "hover:bg-gray-100 theme-dark:hover:bg-gray-700",
+      icon_classes: "fg-gray"
+    },
+    icon_inverse: {
+      container_classes: "bg-inverse hover:bg-inverse-hover",
+      icon_classes: "fg-inverse"
+    }
+  }.freeze
+
+  SIZES = {
+    sm: {
+      container_classes: "px-2 py-1",
+      icon_container_classes: "inline-flex items-center justify-center w-8 h-8",
+      radius_classes: "rounded-md",
+      text_classes: "text-sm"
+    },
+    md: {
+      container_classes: "px-3 py-2",
+      icon_container_classes: "inline-flex items-center justify-center w-9 h-9",
+      radius_classes: "rounded-lg",
+      text_classes: "text-sm"
+    },
+    lg: {
+      container_classes: "px-4 py-3",
+      icon_container_classes: "inline-flex items-center justify-center w-10 h-10",
+      radius_classes: "rounded-xl",
+      text_classes: "text-base"
+    }
+  }.freeze
+
+  attr_reader :variant, :size, :href, :icon, :icon_position, :text, :full_width, :extra_classes, :frame, :opts
+
+  def initialize(variant: :primary, size: :md, href: nil, text: nil, icon: nil, icon_position: :left, full_width: false, frame: nil, **opts)
+    @variant = variant.to_s.underscore.to_sym
+    @size = size.to_sym
+    @href = href
+    @icon = icon
+    @icon_position = icon_position.to_sym
+    @text = text
+    @full_width = full_width
+    @extra_classes = opts.delete(:class)
+    @frame = frame
+    @opts = opts
+  end
+
+  def call
+    raise NotImplementedError, "ButtonishComponent is an abstract class and cannot be instantiated directly."
+  end
+
+  def container_classes(override_classes = nil)
+    class_names(
+      "font-medium whitespace-nowrap",
+      merged_base_classes,
+      full_width ? "w-full justify-center" : nil,
+      container_size_classes,
+      size_data.dig(:text_classes),
+      variant_data.dig(:container_classes)
+    )
+  end
+
+  def container_size_classes
+    icon_only? ? size_data.dig(:icon_container_classes) : size_data.dig(:container_classes)
+  end
+
+  def icon_color
+    # Map variant to icon color for the icon helper
+    case variant
+    when :primary, :icon_inverse
+      :white
+    when :destructive, :outline_destructive
+      :destructive
+    else
+      :default
+    end
+  end
+
+  def icon_classes
+    class_names(
+      variant_data.dig(:icon_classes)
+    )
+  end
+
+  def icon_only?
+    variant.in?([ :icon, :icon_inverse ])
+  end
+
+  private
+    def variant_data
+      self.class::VARIANTS.dig(variant)
+    end
+
+    def size_data
+      self.class::SIZES.dig(size)
+    end
+
+    # Make sure that user can override common classes like `hidden`
+    def merged_base_classes
+      base_display_classes = "inline-flex items-center gap-1"
+      base_radius_classes = size_data.dig(:radius_classes)
+
+      extra_classes_list = (extra_classes || "").split
+
+      has_display_override = extra_classes_list.any? { |c| permitted_display_override_classes.include?(c) }
+      has_radius_override = extra_classes_list.any? { |c| permitted_radius_override_classes.include?(c) }
+
+      base_classes = []
+
+      unless has_display_override
+        base_classes << base_display_classes
+      end
+
+      unless has_radius_override
+        base_classes << base_radius_classes
+      end
+
+      class_names(
+        base_classes,
+        extra_classes
+      )
+    end
+
+    def permitted_radius_override_classes
+      [ "rounded-full" ]
+    end
+
+    def permitted_display_override_classes
+      [ "hidden", "flex" ]
+    end
+end

app/components/dialog_component.html.erb

@@ -0,0 +1,38 @@
+<%= wrapper_element do %>
+  <%= tag.dialog class: "w-full h-full bg-transparent theme-dark:backdrop:bg-alpha-black-900 backdrop:bg-overlay #{drawer? ? "lg:p-3" : "lg:p-1"}", **merged_opts do %>
+    <%= tag.div class: dialog_outer_classes do %>
+      <%= tag.div class: dialog_inner_classes, data: { dialog_target: "content" } do %>
+        <div class="grow overflow-y-auto py-4 space-y-4 flex flex-col">
+          <% if header? %>
+            <%= header %>
+          <% end %>
+
+          <% if body? %>
+            <div class="px-4 grow">
+              <%= body %>
+
+              <% if sections.any? %>
+                <div class="space-y-4">
+                  <% sections.each do |section| %>
+                    <%= section %>
+                  <% end %>
+                </div>
+              <% end %>
+            </div>
+          <% end %>
+
+          <%# Optional, for customizing dialogs %>
+          <%= content %>
+        </div>
+
+        <% if actions? %>
+          <div class="flex items-center gap-2 justify-end p-4">
+            <% actions.each do |action| %>
+              <%= action %>
+            <% end %>
+          </div>
+        <% end %>
+      <% end %>
+    <% end %>
+  <% end %>
+<% end %>

app/components/dialog_component.rb

@@ -0,0 +1,115 @@
+class DialogComponent < ViewComponent::Base
+  renders_one :header, ->(title: nil, subtitle: nil, hide_close_icon: false, **opts, &block) do
+    content_tag(:header, class: "px-4 flex flex-col gap-2", **opts) do
+      title_div = content_tag(:div, class: "flex items-center justify-between gap-2") do
+        title = content_tag(:h2, title, class: class_names("font-medium text-primary", drawer? ? "text-lg" : "")) if title
+        close_icon = render ButtonComponent.new(variant: "icon", class: "ml-auto", icon: "x", tabindex: "-1", data: { action: "dialog#close" }) unless hide_close_icon
+        safe_join([ title, close_icon ].compact)
+      end
+
+      subtitle = content_tag(:p, subtitle, class: "text-sm text-secondary") if subtitle
+
+      block_content = capture(&block) if block
+
+      safe_join([ title_div, subtitle, block_content ].compact)
+    end
+  end
+
+  renders_one :body
+
+  renders_many :actions, ->(cancel_action: false, **button_opts) do
+    merged_opts = if cancel_action
+      button_opts.merge(type: "button", data: { action: "modal#close" })
+    else
+      button_opts
+    end
+
+    render ButtonComponent.new(**merged_opts)
+  end
+
+  renders_many :sections, ->(title:, **disclosure_opts, &block) do
+    render DisclosureComponent.new(title: title, align: :right, **disclosure_opts) do
+      block.call
+    end
+  end
+
+  attr_reader :variant, :auto_open, :reload_on_close, :width, :disable_frame, :opts
+
+  VARIANTS = %w[modal drawer].freeze
+  WIDTHS = {
+    sm: "lg:max-w-[300px]",
+    md: "lg:max-w-[550px]",
+    lg: "lg:max-w-[700px]",
+    full: "lg:max-w-full"
+  }.freeze
+
+  def initialize(variant: "modal", auto_open: true, reload_on_close: false, width: "md", frame: nil, disable_frame: false, **opts)
+    @variant = variant.to_sym
+    @auto_open = auto_open
+    @reload_on_close = reload_on_close
+    @width = width.to_sym
+    @frame = frame
+    @disable_frame = disable_frame
+    @opts = opts
+  end
+
+  def frame
+    @frame || variant
+  end
+
+  # Caller must "opt-out" of using the default turbo-frame based on the variant
+  def wrapper_element(&block)
+    if disable_frame
+      content_tag(:div, &block)
+    else
+      content_tag("turbo-frame", id: frame, &block)
+    end
+  end
+
+  def dialog_outer_classes
+    variant_classes = if drawer?
+      "items-end justify-end"
+    else
+      "items-center justify-center"
+    end
+
+    class_names(
+      "flex h-full w-full",
+      variant_classes
+    )
+  end
+
+  def dialog_inner_classes
+    variant_classes = if drawer?
+      "lg:w-[550px] h-full"
+    else
+      class_names(
+        "max-h-full",
+        WIDTHS[width]
+      )
+    end
+
+    class_names(
+      "flex flex-col bg-container rounded-xl shadow-border-xs mx-3 lg:mx-0 w-full overflow-hidden",
+      variant_classes
+    )
+  end
+
+  def merged_opts
+    merged_opts = opts.dup
+    data = merged_opts.delete(:data) || {}
+
+    data[:controller] = [ "dialog", "hotkey", data[:controller] ].compact.join(" ")
+    data[:dialog_auto_open_value] = auto_open
+    data[:dialog_reload_on_close_value] = reload_on_close
+    data[:action] = [ "mousedown->dialog#clickOutside", data[:action] ].compact.join(" ")
+    data[:hotkey] = "esc:dialog#close"
+    merged_opts[:data] = data
+
+    merged_opts
+  end
+
+  def drawer?
+    variant == :drawer
+  end
+end

app/components/dialog_controller.js

@@ -0,0 +1,33 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="dialog"
+export default class extends Controller {
+  static targets = ["content"]
+
+  static values = {
+    autoOpen: { type: Boolean, default: false },
+    reloadOnClose: { type: Boolean, default: false },
+  };
+
+  connect() {
+    if (this.element.open) return;
+    if (this.autoOpenValue) {
+      this.element.showModal();
+    }
+  }
+  
+  // If the user clicks anywhere outside of the visible content, close the dialog
+  clickOutside(e) {
+    if (!this.contentTarget.contains(e.target)) {
+      this.close();
+    }
+  }
+
+  close() {
+    this.element.close();
+
+    if (this.reloadOnCloseValue) {
+      Turbo.visit(window.location.href);
+    }
+  }
+}

app/components/disclosure_component.html.erb

@@ -0,0 +1,25 @@
+<details class="group" <%= "open" if open %>>
+  <%= tag.summary class: class_names(
+    "px-3 py-2 rounded-xl cursor-pointer flex items-center justify-between bg-surface"
+  ) do %>
+    <div class="flex items-center gap-3">
+      <% if align == :left %>
+        <%= helpers.icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
+      <% end %>
+
+      <%= tag.span class: class_names("font-medium", align == :left ? "text-sm text-primary" : "text-xs uppercase text-secondary") do %>
+        <%= title %>
+      <% end %>
+    </div>
+
+    <% if align == :right %>
+      <%= helpers.icon "chevron-down", class: "group-open:transform group-open:rotate-180" %>
+    <% elsif summary_content? %>
+      <%= summary_content %>
+    <% end %>
+  <% end %>
+
+  <div class="mt-2">
+    <%= content %>
+  </div>
+</details>

app/components/disclosure_component.rb

@@ -0,0 +1,12 @@
+class DisclosureComponent < ViewComponent::Base
+  renders_one :summary_content
+
+  attr_reader :title, :align, :open, :opts
+
+  def initialize(title:, align: "right", open: false, **opts)
+    @title = title
+    @align = align.to_sym
+    @open = open
+    @opts = opts
+  end
+end

app/components/filled_icon_component.html.erb

@@ -0,0 +1,8 @@
+<%= tag.div style: transparent? ? container_styles : nil,
+            class: container_classes do %>
+  <% if icon %>
+    <%= helpers.icon(icon, size: icon_size, color: "current") %>
+  <% elsif text %>
+    <%= tag.span text.first, class: text_classes %>
+  <% end %>
+<% end %>

app/components/filled_icon_component.rb

@@ -0,0 +1,99 @@
+class FilledIconComponent < ViewComponent::Base
+  attr_reader :icon, :text, :hex_color, :size, :rounded, :variant
+
+  VARIANTS = %i[default text surface container inverse].freeze
+
+  SIZES = {
+    sm: {
+      container_size: "w-6 h-6",
+      container_radius: "rounded-md",
+      icon_size: "sm",
+      text_size: "text-xs"
+    },
+    md: {
+      container_size: "w-8 h-8",
+      container_radius: "rounded-lg",
+      icon_size: "md",
+      text_size: "text-xs"
+    },
+    lg: {
+      container_size: "w-9 h-9",
+      container_radius: "rounded-xl",
+      icon_size: "lg",
+      text_size: "text-sm"
+    }
+  }.freeze
+
+  def initialize(variant: :default, icon: nil, text: nil, hex_color: nil, size: "md", rounded: false)
+    @variant = variant.to_sym
+    @icon = icon
+    @text = text
+    @hex_color = hex_color
+    @size = size.to_sym
+    @rounded = rounded
+  end
+
+  def container_classes
+    class_names(
+      "flex justify-center items-center shrink-0",
+      size_classes,
+      radius_classes,
+      transparent? ? "border" : solid_bg_class
+    )
+  end
+
+  def icon_size
+    SIZES[size][:icon_size]
+  end
+
+  def text_classes
+    class_names(
+      "text-center font-medium uppercase",
+      SIZES[size][:text_size]
+    )
+  end
+
+  def container_styles
+    <<~STYLE.strip
+      background-color: #{transparent_bg_color};
+      border-color: #{transparent_border_color};
+      color: #{custom_fg_color};
+    STYLE
+  end
+
+  def transparent?
+    variant.in?(%i[default text])
+  end
+
+  private
+    def solid_bg_class
+      case variant
+      when :surface
+        "bg-surface-inset"
+      when :container
+        "bg-container-inset"
+      when :inverse
+        "bg-container"
+      end
+    end
+
+    def size_classes
+      SIZES[size][:container_size]
+    end
+
+    def radius_classes
+      rounded ? "rounded-full" : SIZES[size][:container_radius]
+    end
+
+    def custom_fg_color
+      hex_color || "var(--color-gray-500)"
+    end
+
+    def transparent_bg_color
+      "color-mix(in oklab, #{custom_fg_color} 10%, transparent)"
+    end
+
+    def transparent_border_color
+      "color-mix(in oklab, #{custom_fg_color} 10%, transparent)"
+    end
+end

app/components/link_component.html.erb

@@ -0,0 +1,15 @@
+<%= link_to href, **merged_opts do %>
+  <% if icon && (icon_position != "right") %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+
+  <% end %>
+
+  <% unless icon_only? %>
+    <%= text %>
+  <% end %>
+
+  <% if icon && icon_position == "right" %>
+    <%= helpers.icon(icon, size: size, color: icon_color) %>
+
+  <% end %>
+<% end %>

app/components/link_component.rb

@@ -0,0 +1,31 @@
+# An extension to `link_to` helper.  All options are passed through to the `link_to` helper with some additional
+# options available.
+class LinkComponent < ButtonishComponent
+  attr_reader :frame
+
+  VARIANTS = VARIANTS.reverse_merge(
+    default: {
+      container_classes: "",
+      icon_classes: "fg-gray"
+    }
+  ).freeze
+
+  def merged_opts
+    merged_opts = opts.dup || {}
+    data = merged_opts.delete(:data) || {}
+
+    if frame
+      data = data.merge(turbo_frame: frame)
+    end
+
+    merged_opts.merge(
+      class: class_names(container_classes, extra_classes),
+      data: data
+    )
+  end
+
+  private
+    def container_size_classes
+      super unless variant == :default
+    end
+end

app/components/menu_component.html.erb

@@ -0,0 +1,27 @@
+<%= tag.div data: { controller: "menu", menu_placement_value: placement, menu_offset_value: offset, testid: testid } do %>
+  <% if variant == :icon %>
+    <%= render ButtonComponent.new(variant: "icon", icon: icon_vertical ? "more-vertical" : "more-horizontal", data: { menu_target: "button" }) %>
+  <% elsif variant == :button %>
+    <%= button %>
+  <% elsif variant == :avatar %>
+    <button data-menu-target="button">
+      <div class="w-9 h-9 cursor-pointer">
+        <%= render "settings/user_avatar", avatar_url: avatar_url, initials: initials %>
+      </div>
+    </button>
+  <% end %>
+
+  <div data-menu-target="content" class="px-2 lg:px-0 max-w-full hidden z-50">
+    <div class="mx-auto min-w-[200px] shadow-border-xs bg-container rounded-lg">
+      <%= header %>
+
+      <%= tag.div class: class_names("py-1" => !no_padding) do %>
+        <% items.each do |item| %>
+          <%= item %>
+        <% end %>
+
+        <%= custom_content %>
+      <% end %>
+    </div>
+  </div>
+<% end %>

app/components/menu_component.rb

@@ -0,0 +1,38 @@
+# frozen_string_literal: true
+
+class MenuComponent < ViewComponent::Base
+  attr_reader :variant, :avatar_url, :initials, :placement, :offset, :icon_vertical, :no_padding, :testid
+
+  renders_one :button, ->(**button_options, &block) do
+    options_with_target = button_options.merge(data: { menu_target: "button" })
+
+    if block
+      content_tag(:button, **options_with_target, &block)
+    else
+      ButtonComponent.new(**options_with_target)
+    end
+  end
+
+  renders_one :header, ->(&block) do
+    content_tag(:div, class: "border-b border-tertiary", &block)
+  end
+
+  renders_one :custom_content
+
+  renders_many :items, MenuItemComponent
+
+  VARIANTS = %i[icon button avatar].freeze
+
+  def initialize(variant: "icon", avatar_url: nil, initials: nil, placement: "bottom-end", offset: 12, icon_vertical: false, no_padding: false, testid: nil)
+    @variant = variant.to_sym
+    @avatar_url = avatar_url
+    @initials = initials
+    @placement = placement
+    @offset = offset
+    @icon_vertical = icon_vertical
+    @no_padding = no_padding
+    @testid = testid
+
+    raise ArgumentError, "Invalid variant: #{@variant}" unless VARIANTS.include?(@variant)
+  end
+end

app/components/menu_item_component.html.erb

@@ -0,0 +1,12 @@
+<% if variant == :divider %>
+  <%= render "shared/ruler", classes: "my-1" %>
+<% else %>
+  <div class="px-1">
+    <%= wrapper do %>
+      <% if icon %>
+        <%= helpers.icon(icon, color: destructive? ? :destructive : :default) %>
+      <% end %>
+      <%= tag.span(text, class: text_classes) %>
+    <% end %>
+  </div>
+<% end %>

app/components/menu_item_component.rb

@@ -0,0 +1,62 @@
+class MenuItemComponent < ViewComponent::Base
+  VARIANTS = %i[link button divider].freeze
+
+  attr_reader :variant, :text, :icon, :href, :method, :destructive, :confirm, :frame, :opts
+
+  def initialize(variant:, text: nil, icon: nil, href: nil, method: :post, destructive: false, confirm: nil, frame: nil, **opts)
+    @variant = variant.to_sym
+    @text = text
+    @icon = icon
+    @href = href
+    @method = method.to_sym
+    @destructive = destructive
+    @confirm = confirm
+    @frame = frame
+    @opts = opts
+    raise ArgumentError, "Invalid variant: #{@variant}" unless VARIANTS.include?(@variant)
+  end
+
+  def wrapper(&block)
+    if variant == :button
+      button_to href, method: method, class: container_classes, **merged_opts, &block
+    elsif variant == :link
+      link_to href, class: container_classes, **merged_opts, &block
+    else
+      nil
+    end
+  end
+
+  def text_classes
+    [
+      "text-sm",
+      destructive? ? "text-destructive" : "text-primary"
+    ].join(" ")
+  end
+
+  def destructive?
+    method == :delete || destructive
+  end
+
+  private
+    def container_classes
+      [
+        "flex items-center gap-2 p-2 rounded-md w-full",
+        destructive? ? "hover:bg-red-tint-5 theme-dark:hover:bg-red-tint-10" : "hover:bg-container-hover"
+      ].join(" ")
+    end
+
+    def merged_opts
+      merged_opts = opts.dup || {}
+      data = merged_opts.delete(:data) || {}
+
+      if confirm.present?
+        data = data.merge(turbo_confirm: confirm.to_data_attribute)
+      end
+
+      if frame.present?
+        data = data.merge(turbo_frame: frame)
+      end
+
+      merged_opts.merge(data: data)
+    end
+end

app/components/tab_component.rb

@@ -0,0 +1,12 @@
+class TabComponent < ViewComponent::Base
+  attr_reader :id, :label
+
+  def initialize(id:, label:)
+    @id = id
+    @label = label
+  end
+
+  def call
+    content
+  end
+end

app/components/tabs/nav_component.rb

@@ -0,0 +1,29 @@
+class Tabs::NavComponent < ViewComponent::Base
+  erb_template <<~ERB
+    <%= tag.nav class: classes do %>
+      <% btns.each do |btn| %>
+        <%= btn %>
+      <% end %>
+    <% end  %>
+  ERB
+
+  renders_many :btns, ->(id:, label:, classes: nil, &block) do
+    content_tag(
+      :button, label, id: id,
+      type: "button",
+      class: class_names(btn_classes, id == active_tab ? active_btn_classes : inactive_btn_classes, classes),
+      data: { id: id, action: "tabs#show", tabs_target: "navBtn" },
+      &block
+    )
+  end
+
+  attr_reader :active_tab, :classes, :active_btn_classes, :inactive_btn_classes, :btn_classes
+
+  def initialize(active_tab:, classes: nil, active_btn_classes: nil, inactive_btn_classes: nil, btn_classes: nil)
+    @active_tab = active_tab
+    @classes = classes
+    @active_btn_classes = active_btn_classes
+    @inactive_btn_classes = inactive_btn_classes
+    @btn_classes = btn_classes
+  end
+end

app/components/tabs/panel_component.rb

@@ -0,0 +1,11 @@
+class Tabs::PanelComponent < ViewComponent::Base
+  attr_reader :tab_id
+
+  def initialize(tab_id:)
+    @tab_id = tab_id
+  end
+
+  def call
+    content
+  end
+end

app/components/tabs_component.html.erb

@@ -0,0 +1,18 @@
+<%= tag.div data: {
+  controller: "tabs",
+  testid: testid,
+  tabs_session_key_value: session_key,
+  tabs_url_param_key_value: url_param_key,
+  tabs_nav_btn_active_class: active_btn_classes,
+  tabs_nav_btn_inactive_class: inactive_btn_classes
+} do %>
+  <% if unstyled? %>
+    <%= content %>
+  <% else %>
+    <%= nav %>
+
+    <% panels.each do |panel| %>
+      <%= panel %>
+    <% end %>
+  <% end %>
+<% end %>

app/components/tabs_component.rb

@@ -0,0 +1,66 @@
+class TabsComponent < ViewComponent::Base
+  renders_one :nav, ->(classes: nil) do
+    Tabs::NavComponent.new(
+      active_tab: active_tab,
+      active_btn_classes: active_btn_classes,
+      inactive_btn_classes: inactive_btn_classes,
+      btn_classes: base_btn_classes,
+      classes: unstyled? ? classes : class_names(nav_container_classes, classes)
+    )
+  end
+
+  renders_many :panels, ->(tab_id:, &block) do
+    content_tag(
+      :div,
+      class: ("hidden" unless tab_id == active_tab),
+      data: { id: tab_id, tabs_target: "panel" },
+      &block
+    )
+  end
+
+  VARIANTS = {
+    default: {
+      active_btn_classes: "bg-white theme-dark:bg-gray-700 text-primary shadow-sm",
+      inactive_btn_classes: "text-secondary hover:bg-surface-inset-hover",
+      base_btn_classes: "w-full inline-flex justify-center items-center text-sm font-medium px-2 py-1 rounded-md transition-colors duration-200",
+      nav_container_classes: "flex bg-surface-inset p-1 rounded-lg mb-4"
+    }
+  }
+
+  attr_reader :active_tab, :url_param_key, :session_key, :variant, :testid
+
+  def initialize(active_tab:, url_param_key: nil, session_key: nil, variant: :default, active_btn_classes: "", inactive_btn_classes: "", testid: nil)
+    @active_tab = active_tab
+    @url_param_key = url_param_key
+    @session_key = session_key
+    @variant = variant.to_sym
+    @active_btn_classes = active_btn_classes
+    @inactive_btn_classes = inactive_btn_classes
+    @testid = testid
+  end
+
+  def active_btn_classes
+    unstyled? ? @active_btn_classes : VARIANTS.dig(variant, :active_btn_classes)
+  end
+
+  def inactive_btn_classes
+    unstyled? ? @inactive_btn_classes : VARIANTS.dig(variant, :inactive_btn_classes)
+  end
+
+  private
+    def unstyled?
+      variant == :unstyled
+    end
+
+    def base_btn_classes
+      unless unstyled?
+        VARIANTS.dig(variant, :base_btn_classes)
+      end
+    end
+
+    def nav_container_classes
+      unless unstyled?
+        VARIANTS.dig(variant, :nav_container_classes)
+      end
+    end
+end

app/components/tabs_controller.js

@@ -0,0 +1,57 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="tabs--components"
+export default class extends Controller {
+  static classes = ["navBtnActive", "navBtnInactive"];
+  static targets = ["panel", "navBtn"];
+  static values = { sessionKey: String, urlParamKey: String };
+
+  show(e) {
+    const btn = e.target.closest("button");
+    const selectedTabId = btn.dataset.id;
+
+    this.navBtnTargets.forEach((navBtn) => {
+      if (navBtn.dataset.id === selectedTabId) {
+        navBtn.classList.add(...this.navBtnActiveClasses);
+        navBtn.classList.remove(...this.navBtnInactiveClasses);
+      } else {
+        navBtn.classList.add(...this.navBtnInactiveClasses);
+        navBtn.classList.remove(...this.navBtnActiveClasses);
+      }
+    });
+
+    this.panelTargets.forEach((panel) => {
+      if (panel.dataset.id === selectedTabId) {
+        panel.classList.remove("hidden");
+      } else {
+        panel.classList.add("hidden");
+      }
+    });
+
+    if (this.urlParamKeyValue) {
+      const url = new URL(window.location.href);
+      url.searchParams.set(this.urlParamKeyValue, selectedTabId);
+      window.history.replaceState({}, "", url);
+    }
+
+    // Update URL with the selected tab
+    if (this.sessionKeyValue) {
+      this.#updateSessionPreference(selectedTabId);
+    }
+  } 
+
+  #updateSessionPreference(selectedTabId) {
+    fetch("/current_session", {
+      method: "PUT",
+      headers: {
+        "Content-Type": "application/x-www-form-urlencoded",
+        "X-CSRF-Token": document.querySelector('[name="csrf-token"]').content,
+        Accept: "application/json",
+      },
+      body: new URLSearchParams({
+        "current_session[tab_key]": this.sessionKeyValue,
+        "current_session[tab_value]": selectedTabId,
+      }).toString(),
+    });
+  }
+}

app/components/toggle_component.html.erb

@@ -0,0 +1,5 @@
+<div class="relative inline-block select-none">
+  <%= hidden_field_tag name, unchecked_value, id: nil %>
+  <%= check_box_tag name, checked_value, checked, class: "sr-only peer", disabled: disabled, id: id, **opts %>
+  <%= label_tag name, "&nbsp;".html_safe, class: label_classes, for: id %>
+</div>

app/components/toggle_component.rb

@@ -0,0 +1,26 @@
+class ToggleComponent < ViewComponent::Base
+  attr_reader :id, :name, :checked, :disabled, :checked_value, :unchecked_value, :opts
+
+  def initialize(id:, name: nil, checked: false, disabled: false, checked_value: "1", unchecked_value: "0", **opts)
+    @id = id
+    @name = name
+    @checked = checked
+    @disabled = disabled
+    @checked_value = checked_value
+    @unchecked_value = unchecked_value
+    @opts = opts
+  end
+
+  def label_classes
+    class_names(
+       "block w-9 h-5 cursor-pointer",
+       "rounded-full bg-gray-100 theme-dark:bg-gray-700",
+       "transition-colors duration-300",
+       "after:content-[''] after:block after:bg-white after:absolute after:rounded-full",
+       "after:top-0.5 after:left-0.5 after:w-4 after:h-4",
+       "after:transition-transform after:duration-300 after:ease-in-out",
+       "peer-checked:bg-green-600 peer-checked:after:translate-x-4",
+       "peer-disabled:opacity-70 peer-disabled:cursor-not-allowed"
+    )
+  end
+end

app/controllers/account/trades_controller.rb

@@ -1,37 +0,0 @@
-class Account::TradesController < ApplicationController
-  include EntryableResource
-
-  permitted_entryable_attributes :id, :qty, :price
-
-  private
-    def build_entry
-      Account::TradeBuilder.new(create_entry_params)
-    end
-
-    def create_entry_params
-      params.require(:account_entry).permit(
-        :account_id, :date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
-      ).tap do |params|
-        account_id = params.delete(:account_id)
-        params[:account] = Current.family.accounts.find(account_id)
-      end
-    end
-
-    def update_entry_params
-      return entry_params unless entry_params[:entryable_attributes].present?
-
-      update_params = entry_params
-      update_params = update_params.merge(entryable_type: "Account::Trade")
-
-      qty = update_params[:entryable_attributes][:qty]
-      price = update_params[:entryable_attributes][:price]
-
-      if qty.present? && price.present?
-        qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
-        update_params[:entryable_attributes][:qty] = qty
-        update_params[:amount] = qty * price.to_d
-      end
-
-      update_params.except(:nature)
-    end
-end

app/controllers/account/transaction_categories_controller.rb

@@ -1,22 +0,0 @@
-class Account::TransactionCategoriesController < ApplicationController
-  def update
-    @entry = Current.family.entries.account_transactions.find(params[:transaction_id])
-    @entry.update!(entry_params)
-
-    respond_to do |format|
-      format.html { redirect_back_or_to account_transaction_path(@entry) }
-      format.turbo_stream do
-        render turbo_stream: turbo_stream.replace(
-          "category_menu_account_transaction_#{@entry.account_transaction_id}",
-          partial: "categories/menu",
-          locals: { transaction: @entry.account_transaction }
-        )
-      end
-    end
-  end
-
-  private
-    def entry_params
-      params.require(:account_entry).permit(:entryable_type, entryable_attributes: [ :id, :category_id ])
-    end
-end

app/controllers/account/transactions_controller.rb

@@ -1,37 +0,0 @@
-class Account::TransactionsController < ApplicationController
-  include EntryableResource
-
-  permitted_entryable_attributes :id, :category_id, :merchant_id, { tag_ids: [] }
-
-  def bulk_delete
-    destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
-    destroyed.map(&:account).uniq.each(&:sync_later)
-    redirect_back_or_to transactions_url, notice: t(".success", count: destroyed.count)
-  end
-
-  def bulk_edit
-  end
-
-  def bulk_update
-    updated = Current.family
-                     .entries
-                     .where(id: bulk_update_params[:entry_ids])
-                     .bulk_update!(bulk_update_params)
-
-    redirect_back_or_to transactions_url, notice: t(".success", count: updated)
-  end
-
-  private
-    def bulk_delete_params
-      params.require(:bulk_delete).permit(entry_ids: [])
-    end
-
-    def bulk_update_params
-      params.require(:bulk_update).permit(:date, :notes, :category_id, :merchant_id, entry_ids: [])
-    end
-
-    def search_params
-      params.fetch(:q, {})
-            .permit(:start_date, :end_date, :search, :amount, :amount_operator, accounts: [], account_ids: [], categories: [], merchants: [], types: [], tags: [])
-    end
-end

app/controllers/account/valuations_controller.rb

@@ -1,3 +0,0 @@
-class Account::ValuationsController < ApplicationController
-  include EntryableResource
-end

app/controllers/accountable_sparklines_controller.rb

@@ -3,12 +3,17 @@ class AccountableSparklinesController < ApplicationController
     @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
-              )
+      account_ids = family.accounts.active.where(accountable_type: @accountable.name).pluck(:id)
+
+      builder = Balance::ChartSeriesBuilder.new(
+        account_ids: account_ids,
+        currency: family.currency,
+        period: Period.last_30_days,
+        favorable_direction: @accountable.favorable_direction,
+        interval: "1 day"
+      )
+
+      builder.balance_series
     end
 
     render layout: false

app/controllers/accounts_controller.rb

@@ -26,14 +26,6 @@ class AccountsController < ApplicationController
     render layout: false
   end
 
-  def sync_all
-    unless family.syncing?
-      family.sync_later
-    end
-
-    redirect_to accounts_path
-  end
-
   private
     def family
       Current.family

app/controllers/application_controller.rb

@@ -1,28 +1,15 @@
 class ApplicationController < ActionController::Base
-  include Onboardable, Localize, AutoSync, Authentication, Invitable, SelfHostable, StoreLocation, Impersonatable, Breadcrumbable, FeatureGuardable
-  include Pagy::Backend
+  include RestoreLayoutPreferences, Onboardable, Localize, AutoSync, Authentication, Invitable,
+          SelfHostable, StoreLocation, Impersonatable, Breadcrumbable,
+          FeatureGuardable, Notifiable
 
-  helper_method :require_upgrade?, :subscription_pending?
+  include Pagy::Backend
 
   before_action :detect_os
   before_action :set_default_chat
+  before_action :set_active_storage_url_options
 
   private
-    def require_upgrade?
-      return false if self_hosted?
-      return false unless Current.session
-      return false if Current.family.subscribed?
-      return false if subscription_pending? || request.path == settings_billing_path
-      return false if Current.family.active_accounts_count <= 3
-
-      true
-    end
-
-    def subscription_pending?
-      subscribed_at = Current.session.subscribed_at
-      subscribed_at.present? && subscribed_at <= Time.current && subscribed_at > 1.hour.ago
-    end
-
     def detect_os
       user_agent = request.user_agent
       @os = case user_agent
@@ -40,4 +27,12 @@ class ApplicationController < ActionController::Base
       @last_viewed_chat = Current.user&.last_viewed_chat
       @chat = @last_viewed_chat
     end
+
+    def set_active_storage_url_options
+      ActiveStorage::Current.url_options = {
+        protocol: request.protocol,
+        host: request.host,
+        port: request.optional_port
+      }
+    end
 end

app/controllers/budget_categories_controller.rb

@@ -11,14 +11,14 @@ class BudgetCategoriesController < ApplicationController
 
     if params[:id] == BudgetCategory.uncategorized.id
       @budget_category = @budget.uncategorized_budget_category
-      @recent_transactions = @recent_transactions.where(account_transactions: { category_id: nil })
+      @recent_transactions = @recent_transactions.where(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")
+      @recent_transactions = @recent_transactions.joins("LEFT JOIN categories ON categories.id = 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)
+    @recent_transactions = @recent_transactions.order("entries.date DESC, ABS(entries.amount) DESC").take(3)
   end
 
   def update

app/controllers/categories_controller.rb

@@ -56,8 +56,13 @@ class CategoriesController < ApplicationController
     redirect_back_or_to categories_path, notice: t(".success")
   end
 
+  def destroy_all
+    Current.family.categories.destroy_all
+    redirect_back_or_to categories_path, notice: "All categories deleted"
+  end
+
   def bootstrap
-    Current.family.categories.bootstrap_defaults
+    Current.family.categories.bootstrap!
 
     redirect_back_or_to categories_path, notice: t(".success")
   end

app/controllers/chats_controller.rb

@@ -1,8 +1,6 @@
 class ChatsController < ApplicationController
   include ActionView::RecordIdentifier
 
-  guard_feature unless: -> { Current.user.ai_enabled? }
-
   before_action :set_chat, only: [ :show, :edit, :update, :destroy ]
 
   def index

app/controllers/concerns/accountable_resource.rb

@@ -5,7 +5,7 @@ module AccountableResource
     include ScrollFocusable, Periodable
 
     before_action :set_account, only: [ :show, :edit, :update, :destroy ]
-    before_action :set_link_token, only: :new
+    before_action :set_link_options, only: :new
   end
 
   class_methods do
@@ -37,48 +37,31 @@ module AccountableResource
 
   def create
     @account = Current.family.accounts.create_and_sync(account_params.except(:return_to))
+    @account.lock_saved_attributes!
+
     redirect_to account_params[:return_to].presence || @account, notice: t("accounts.create.success", type: accountable_type.name.underscore.humanize)
   end
 
   def update
     @account.update_with_sync!(account_params.except(:return_to))
+    @account.lock_saved_attributes!
+
     redirect_back_or_to @account, notice: t("accounts.update.success", type: accountable_type.name.underscore.humanize)
   end
 
   def destroy
-    @account.destroy_later
-    redirect_to accounts_path, notice: t("accounts.destroy.success", type: accountable_type.name.underscore.humanize)
+    if @account.linked?
+      redirect_to account_path(@account), alert: "Cannot delete a linked account"
+    else
+      @account.destroy_later
+      redirect_to accounts_path, notice: t("accounts.destroy.success", type: accountable_type.name.underscore.humanize)
+    end
   end
 
   private
-    def set_link_token
-      @us_link_token = Current.family.get_link_token(
-        webhooks_url: plaid_us_webhooks_url,
-        redirect_url: accounts_url,
-        accountable_type: accountable_type.name,
-        region: :us
-      )
-
-      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
-      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"
+    def set_link_options
+      @show_us_link = Current.family.can_connect_plaid_us?
+      @show_eu_link = Current.family.can_connect_plaid_eu?
     end
 
     def accountable_type

app/controllers/concerns/auto_sync.rb

@@ -7,14 +7,16 @@ module AutoSync
 
   private
     def sync_family
-      Current.family.update!(last_synced_at: Time.current)
       Current.family.sync_later
     end
 
     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&.active&.any?
+      return false if (Current.family.last_sync_created_at&.to_date || 1.day.ago) >= Date.current
+      return false unless Current.family.auto_sync_on_login
 
-      (Current.family.last_synced_at&.to_date || 1.day.ago) < Date.current
+      Rails.logger.info "Auto-syncing family #{Current.family.id}, last sync was #{Current.family.last_sync_created_at}"
+
+      true
     end
 end

app/controllers/concerns/entryable_resource.rb

@@ -2,14 +2,9 @@ module EntryableResource
   extend ActiveSupport::Concern
 
   included do
-    before_action :set_entry, only: %i[show update destroy]
-  end
+    include StreamExtensions, ActionView::RecordIdentifier
 
-  class_methods do
-    def permitted_entryable_attributes(*attrs)
-      @permitted_entryable_attributes = attrs if attrs.any?
-      @permitted_entryable_attributes ||= [ :id ]
-    end
+    before_action :set_entry, only: %i[show update destroy]
   end
 
   def show
@@ -21,49 +16,16 @@ module EntryableResource
     @entry = Current.family.entries.new(
       account: account,
       currency: account ? account.currency : Current.family.currency,
-      entryable: entryable_type.new
+      entryable: entryable
     )
   end
 
   def create
-    @entry = build_entry
-
-    if @entry.save
-      @entry.sync_account_later
-
-      flash[:notice] = t("account.entries.create.success")
-
-      respond_to do |format|
-        format.html { redirect_back_or_to account_path(@entry.account) }
-
-        redirect_target_url = request.referer || account_path(@entry.account)
-        format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
-      end
-    else
-      render :new, status: :unprocessable_entity
-    end
+    raise NotImplementedError, "Entryable resources must implement #create"
   end
 
   def update
-    if @entry.update(update_entry_params)
-      @entry.sync_account_later
-
-      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 })
-          ]
-        end
-      end
-    else
-      render :show, status: :unprocessable_entity
-    end
+    raise NotImplementedError, "Entryable resources must implement #update"
   end
 
   def destroy
@@ -71,58 +33,15 @@ module EntryableResource
     @entry.destroy!
     @entry.sync_account_later
 
-    flash[:notice] = t("account.entries.destroy.success")
-
-    respond_to do |format|
-      format.html { redirect_back_or_to account_path(account) }
-
-      redirect_target_url = request.referer || account_path(@entry.account)
-      format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
-    end
+    redirect_back_or_to account_path(account), notice: t("account.entries.destroy.success")
   end
 
   private
-    def entryable_type
-      permitted_entryable_types = %w[Account::Transaction Account::Valuation Account::Trade]
-      klass = params[:entryable_type] || "Account::#{controller_name.classify}"
-      klass.constantize if permitted_entryable_types.include?(klass)
+    def entryable
+      controller_name.classify.constantize.new
     end
 
     def set_entry
       @entry = Current.family.entries.find(params[:id])
     end
-
-    def build_entry
-      Current.family.entries.new(create_entry_params)
-    end
-
-    def update_entry_params
-      prepared_entry_params
-    end
-
-    def create_entry_params
-      prepared_entry_params.merge({
-        entryable_type: entryable_type.name,
-        entryable_attributes: entry_params[:entryable_attributes] || {}
-      })
-    end
-
-    def prepared_entry_params
-      default_params = entry_params.except(:nature)
-      default_params = default_params.merge(entryable_type: entryable_type.name) if entry_params[:entryable_attributes].present?
-
-      if entry_params[:nature].present? && entry_params[:amount].present?
-        signed_amount = entry_params[:nature] == "inflow" ? -entry_params[:amount].to_d : entry_params[:amount].to_d
-        default_params = default_params.merge(amount: signed_amount)
-      end
-
-      default_params
-    end
-
-    def entry_params
-      params.require(:account_entry).permit(
-        :account_id, :name, :enriched_name, :date, :amount, :currency, :excluded, :notes, :nature,
-        entryable_attributes: self.class.permitted_entryable_attributes
-      )
-    end
 end

app/controllers/concerns/notifiable.rb

@@ -0,0 +1,56 @@
+module Notifiable
+  extend ActiveSupport::Concern
+
+  included do
+    helper_method :render_flash_notifications
+    helper_method :flash_notification_stream_items
+  end
+
+  private
+    def render_flash_notifications
+      notifications = flash.flat_map { |type, data| resolve_notifications(type, data) }.compact
+
+      view_context.safe_join(
+        notifications.map { |notification| view_context.render(**notification) }
+      )
+    end
+
+    def flash_notification_stream_items
+      items = flash.flat_map do |type, data|
+        notifications = resolve_notifications(type, data)
+
+        if type == "cta"
+          notifications.map { |notification| turbo_stream.replace("cta", **notification) }
+        else
+          notifications.map { |notification| turbo_stream.append("notification-tray", **notification) }
+        end
+      end.compact
+
+      # If rendering flash notifications via stream, we mark them as used to avoid
+      # them being rendered again on the next page load
+      flash.clear
+
+      items
+    end
+
+    def resolve_cta(cta)
+      case cta[:type]
+      when "category_rule"
+        { partial: "rules/category_rule_cta", locals: { cta: } }
+      end
+    end
+
+    def resolve_notifications(type, data)
+      case type
+      when "alert"
+        [ { partial: "shared/notifications/alert", locals: { message: data } } ]
+      when "cta"
+        [ resolve_cta(data) ]
+      when "notice"
+        messages = Array(data)
+        messages.map { |message| { partial: "shared/notifications/notice", locals: { message: message } } }
+      else
+        []
+      end
+    end
+end

app/controllers/concerns/onboardable.rb

@@ -2,16 +2,35 @@ module Onboardable
   extend ActiveSupport::Concern
 
   included do
-    before_action :redirect_to_onboarding, if: :needs_onboarding?
+    before_action :require_onboarding_and_upgrade
   end
 
   private
-    def redirect_to_onboarding
-      redirect_to onboarding_path
+    # First, we require onboarding, then once that's complete, we require an upgrade for non-subscribed users.
+    def require_onboarding_and_upgrade
+      return unless Current.user
+      return unless redirectable_path?(request.path)
+
+      if Current.user.needs_onboarding?
+        redirect_to onboarding_path
+      elsif Current.family.needs_subscription?
+        redirect_to trial_onboarding_path
+      elsif Current.family.upgrade_required?
+        redirect_to upgrade_subscription_path
+      end
     end
 
-    def needs_onboarding?
-      Current.user && Current.user.onboarded_at.blank? &&
-        !%w[/users /onboarding /sessions].any? { |path| request.path.start_with?(path) }
+    def redirectable_path?(path)
+      return false if path.starts_with?("/settings")
+      return false if path.starts_with?("/subscription")
+      return false if path.starts_with?("/onboarding")
+      return false if path.starts_with?("/users")
+
+      [
+        new_registration_path,
+        new_session_path,
+        new_password_reset_path,
+        new_email_confirmation_path
+      ].exclude?(path)
     end
 end

app/controllers/concerns/restore_layout_preferences.rb

@@ -0,0 +1,24 @@
+module RestoreLayoutPreferences
+  extend ActiveSupport::Concern
+
+  included do
+    before_action :restore_active_tabs
+  end
+
+  private
+    def restore_active_tabs
+      last_selected_tab = Current.session&.get_preferred_tab("account_sidebar_tab") || "asset"
+
+      @account_group_tab = account_group_tab_param || last_selected_tab
+    end
+
+    def valid_account_group_tabs
+      %w[asset liability all]
+    end
+
+    def account_group_tab_param
+      param_value = params[:account_sidebar_tab]
+      return nil unless param_value.in?(valid_account_group_tabs)
+      param_value
+    end
+end

app/controllers/concerns/stream_extensions.rb

@@ -0,0 +1,20 @@
+module StreamExtensions
+  extend ActiveSupport::Concern
+
+  def stream_redirect_to(path, notice: nil, alert: nil)
+    custom_stream_redirect(path, notice: notice, alert: alert)
+  end
+
+  def stream_redirect_back_or_to(path, notice: nil, alert: nil)
+    custom_stream_redirect(path, redirect_back: true, notice: notice, alert: alert)
+  end
+
+  private
+    def custom_stream_redirect(path, redirect_back: false, notice: nil, alert: nil)
+      flash[:notice] = notice if notice.present?
+      flash[:alert] = alert if alert.present?
+
+      redirect_target_url = redirect_back ? request.referer : path
+      render turbo_stream: turbo_stream.action(:redirect, redirect_target_url)
+    end
+end

app/controllers/cookie_sessions_controller.rb

@@ -0,0 +1,22 @@
+class CookieSessionsController < ApplicationController
+  def update
+    save_kv_to_session(
+      cookie_session_params[:tab_key],
+      cookie_session_params[:tab_value]
+    )
+
+    redirect_back_or_to root_path
+  end
+
+  private
+    def cookie_session_params
+      params.require(:cookie_session).permit(:tab_key, :tab_value)
+    end
+
+    def save_kv_to_session(key, value)
+      raise "Key must be a string" unless key.is_a?(String)
+      raise "Value must be a string" unless value.is_a?(String)
+
+      session["custom_#{key}"] = value
+    end
+end

app/controllers/current_sessions_controller.rb

@@ -0,0 +1,14 @@
+class CurrentSessionsController < ApplicationController
+  def update
+    if session_params[:tab_key].present? && session_params[:tab_value].present?
+      Current.session.set_preferred_tab(session_params[:tab_key], session_params[:tab_value])
+    end
+
+    head :ok
+  end
+
+  private
+    def session_params
+      params.require(:current_session).permit(:tab_key, :tab_value)
+    end
+end

app/controllers/family_merchants_controller.rb

@@ -0,0 +1,54 @@
+class FamilyMerchantsController < ApplicationController
+  before_action :set_merchant, only: %i[edit update destroy]
+
+  def index
+    @breadcrumbs = [ [ "Home", root_path ], [ "Merchants", nil ] ]
+
+    @merchants = Current.family.merchants.alphabetically
+
+    render layout: "settings"
+  end
+
+  def new
+    @merchant = FamilyMerchant.new(family: Current.family)
+  end
+
+  def create
+    @merchant = FamilyMerchant.new(merchant_params.merge(family: Current.family))
+
+    if @merchant.save
+      respond_to do |format|
+        format.html { redirect_to family_merchants_path, notice: t(".success") }
+        format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, family_merchants_path) }
+      end
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  def edit
+  end
+
+  def update
+    @merchant.update!(merchant_params)
+    respond_to do |format|
+      format.html { redirect_to family_merchants_path, notice: t(".success") }
+      format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, family_merchants_path) }
+    end
+  end
+
+  def destroy
+    @merchant.destroy!
+    redirect_to family_merchants_path, notice: t(".success")
+  end
+
+  private
+
+    def set_merchant
+      @merchant = Current.family.merchants.find(params[:id])
+    end
+
+    def merchant_params
+      params.require(:family_merchant).permit(:name, :color)
+    end
+end

app/controllers/holdings_controller.rb

@@ -1,4 +1,4 @@
-class Account::HoldingsController < ApplicationController
+class HoldingsController < ApplicationController
   before_action :set_holding, only: %i[show destroy]
 
   def index

app/controllers/import/configurations_controller.rb

@@ -36,7 +36,9 @@ class Import::ConfigurationsController < ApplicationController
         :currency_col_label,
         :date_format,
         :number_format,
-        :signage_convention
+        :signage_convention,
+        :amount_type_strategy,
+        :amount_type_inflow_value,
       )
     end
 end

app/controllers/import/uploads_controller.rb

@@ -6,6 +6,13 @@ class Import::UploadsController < ApplicationController
   def show
   end
 
+  def sample_csv
+    send_data @import.csv_template.to_csv,
+      filename: "#{@import.type.underscore.split('_').first}_sample.csv",
+      type: "text/csv",
+      disposition: "attachment"
+  end
+
   def update
     if csv_valid?(csv_str)
       @import.account = Current.family.accounts.find_by(id: params.dig(:import, :account_id))

app/controllers/imports_controller.rb

@@ -5,6 +5,8 @@ class ImportsController < ApplicationController
     @import.publish_later
 
     redirect_to import_path(@import), notice: "Your import has started in the background."
+  rescue Import::MaxRowCountExceededError
+    redirect_back_or_to import_path(@import), alert: "Your import exceeds the maximum row count of #{@import.max_row_count}."
   end
 
   def index

app/controllers/loans_controller.rb

@@ -2,6 +2,6 @@ class LoansController < ApplicationController
   include AccountableResource
 
   permitted_accountable_attributes(
-    :id, :rate_type, :interest_rate, :term_months
+    :id, :rate_type, :interest_rate, :term_months, :initial_balance
   )
 end

app/controllers/lookbooks_controller.rb

@@ -0,0 +1,3 @@
+class LookbooksController < Lookbook::PreviewController
+  layout "lookbooks"
+end

app/controllers/merchants_controller.rb

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

app/controllers/onboardings_controller.rb

@@ -1,18 +1,19 @@
 class OnboardingsController < ApplicationController
+  layout "wizard"
+
   before_action :set_user
   before_action :load_invitation
 
   def show
   end
 
-  def profile
-  end
-
   def preferences
   end
 
-  private
+  def trial
+  end
 
+  private
     def set_user
       @user = Current.user
     end

app/controllers/pages_controller.rb

@@ -6,6 +6,23 @@ class PagesController < ApplicationController
     @balance_sheet = Current.family.balance_sheet
     @accounts = Current.family.accounts.active.with_attached_logo
 
+    period_param = params[:cashflow_period]
+    @cashflow_period = if period_param.present?
+      begin
+        Period.from_key(period_param)
+      rescue Period::InvalidKeyError
+        Period.last_30_days
+      end
+    else
+      Period.last_30_days
+    end
+
+    family_currency = Current.family.currency
+    income_totals = Current.family.income_statement.income_totals(period: @cashflow_period)
+    expense_totals = Current.family.income_statement.expense_totals(period: @cashflow_period)
+
+    @cashflow_sankey_data = build_cashflow_sankey_data(income_totals, expense_totals, family_currency)
+
     @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
   end
 
@@ -31,4 +48,100 @@ class PagesController < ApplicationController
     def github_provider
       Provider::Registry.get_provider(:github)
     end
+
+    def build_cashflow_sankey_data(income_totals, expense_totals, currency_symbol)
+      nodes = []
+      links = []
+      node_indices = {} # Memoize node indices by a unique key: "type_categoryid"
+
+      # Helper to add/find node and return its index
+      add_node = ->(unique_key, display_name, value, percentage, color) {
+        node_indices[unique_key] ||= begin
+          nodes << { name: display_name, value: value.to_f.round(2), percentage: percentage.to_f.round(1), color: color }
+          nodes.size - 1
+        end
+      }
+
+      total_income_val = income_totals.total.to_f.round(2)
+      total_expense_val = expense_totals.total.to_f.round(2)
+
+      # --- Create Central Cash Flow Node ---
+      cash_flow_idx = add_node.call("cash_flow_node", "Cash Flow", total_income_val, 0, "var(--color-success)")
+
+      # --- Process Income Side (Top-level categories only) ---
+      income_totals.category_totals.each do |ct|
+        # Skip subcategories – only include root income categories
+        next if ct.category.parent_id.present?
+
+        val = ct.total.to_f.round(2)
+        next if val.zero?
+
+        percentage_of_total_income = total_income_val.zero? ? 0 : (val / total_income_val * 100).round(1)
+
+        node_display_name = ct.category.name
+        node_color = ct.category.color.presence || Category::COLORS.sample
+
+        current_cat_idx = add_node.call(
+          "income_#{ct.category.id}",
+          node_display_name,
+          val,
+          percentage_of_total_income,
+          node_color
+        )
+
+        links << {
+          source: current_cat_idx,
+          target: cash_flow_idx,
+          value: val,
+          color: node_color,
+          percentage: percentage_of_total_income
+        }
+      end
+
+      # --- Process Expense Side (Top-level categories only) ---
+      expense_totals.category_totals.each do |ct|
+        # Skip subcategories – only include root expense categories to keep Sankey shallow
+        next if ct.category.parent_id.present?
+
+        val = ct.total.to_f.round(2)
+        next if val.zero?
+
+        percentage_of_total_expense = total_expense_val.zero? ? 0 : (val / total_expense_val * 100).round(1)
+
+        node_display_name = ct.category.name
+        node_color = ct.category.color.presence || Category::UNCATEGORIZED_COLOR
+
+        current_cat_idx = add_node.call(
+          "expense_#{ct.category.id}",
+          node_display_name,
+          val,
+          percentage_of_total_expense,
+          node_color
+        )
+
+        links << {
+          source: cash_flow_idx,
+          target: current_cat_idx,
+          value: val,
+          color: node_color,
+          percentage: percentage_of_total_expense
+        }
+      end
+
+      # --- Process Surplus ---
+      leftover = (total_income_val - total_expense_val).round(2)
+      if leftover.positive?
+        percentage_of_total_income_for_surplus = total_income_val.zero? ? 0 : (leftover / total_income_val * 100).round(1)
+        surplus_idx = add_node.call("surplus_node", "Surplus", leftover, percentage_of_total_income_for_surplus, "var(--color-success)")
+        links << { source: cash_flow_idx, target: surplus_idx, value: leftover, color: "var(--color-success)", percentage: percentage_of_total_income_for_surplus }
+      end
+
+      # Update Cash Flow and Income node percentages (relative to total income)
+      if node_indices["cash_flow_node"]
+        nodes[node_indices["cash_flow_node"]][:percentage] = 100.0
+      end
+      # No primary income node anymore, percentages are on individual income cats relative to total_income_val
+
+      { nodes: nodes, links: links, currency_symbol: Money::Currency.new(currency_symbol).symbol }
+    end
 end

app/controllers/plaid_items_controller.rb

@@ -1,9 +1,30 @@
 class PlaidItemsController < ApplicationController
-  before_action :set_plaid_item, only: %i[destroy sync]
+  before_action :set_plaid_item, only: %i[edit destroy sync]
+
+  def new
+    region = params[:region] == "eu" ? :eu : :us
+    webhooks_url = region == :eu ? plaid_eu_webhooks_url : plaid_us_webhooks_url
+
+    @link_token = Current.family.get_link_token(
+      webhooks_url: webhooks_url,
+      redirect_url: accounts_url,
+      accountable_type: params[:accountable_type] || "Depository",
+      region: region
+    )
+  end
+
+  def edit
+    webhooks_url = @plaid_item.plaid_region == "eu" ? plaid_eu_webhooks_url : plaid_us_webhooks_url
+
+    @link_token = @plaid_item.get_update_link_token(
+      webhooks_url: webhooks_url,
+      redirect_url: accounts_url,
+    )
+  end
 
   def create
-    Current.family.plaid_items.create_from_public_token(
-      plaid_item_params[:public_token],
+    Current.family.create_plaid_item!(
+      public_token: plaid_item_params[:public_token],
       item_name: item_name,
       region: plaid_item_params[:region]
     )
@@ -39,4 +60,16 @@ class PlaidItemsController < ApplicationController
     def item_name
       plaid_item_params.dig(:metadata, :institution, :name)
     end
+
+    def plaid_us_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"
+    end
 end

app/controllers/registrations_controller.rb

@@ -6,6 +6,7 @@ class RegistrationsController < ApplicationController
   before_action :set_user, only: :create
   before_action :set_invitation
   before_action :claim_invite_code, only: :create, if: :invite_code_required?
+  before_action :validate_password_requirements, only: :create
 
   def new
     @user = User.new(email: @invitation&.email)
@@ -53,4 +54,29 @@ class RegistrationsController < ApplicationController
         redirect_to new_registration_path, alert: t("registrations.create.invalid_invite_code")
       end
     end
+
+    def validate_password_requirements
+      password = user_params[:password]
+      return if password.blank? # Let Rails built-in validations handle blank passwords
+
+      if password.length < 8
+        @user.errors.add(:password, "must be at least 8 characters")
+      end
+
+      unless password.match?(/[A-Z]/) && password.match?(/[a-z]/)
+        @user.errors.add(:password, "must include both uppercase and lowercase letters")
+      end
+
+      unless password.match?(/\d/)
+        @user.errors.add(:password, "must include at least one number")
+      end
+
+      unless password.match?(/[!@#$%^&*(),.?":{}|<>]/)
+        @user.errors.add(:password, "must include at least one special character")
+      end
+
+      if @user.errors.present?
+        render :new, status: :unprocessable_entity
+      end
+    end
 end

app/controllers/rules_controller.rb

@@ -0,0 +1,84 @@
+class RulesController < ApplicationController
+  include StreamExtensions
+
+  before_action :set_rule, only: [  :edit, :update, :destroy, :apply, :confirm ]
+
+  def index
+    @sort_by = params[:sort_by] || "name"
+    @direction = params[:direction] || "asc"
+
+    allowed_columns = [ "name", "updated_at" ]
+    @sort_by = "name" unless allowed_columns.include?(@sort_by)
+    @direction = "asc" unless [ "asc", "desc" ].include?(@direction)
+
+    @rules = Current.family.rules.order(@sort_by => @direction)
+    render layout: "settings"
+  end
+
+  def new
+    @rule = Current.family.rules.build(
+      resource_type: params[:resource_type] || "transaction",
+    )
+  end
+
+  def create
+    @rule = Current.family.rules.build(rule_params)
+
+    if @rule.save
+      redirect_to confirm_rule_path(@rule)
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  def apply
+    @rule.update!(active: true)
+    @rule.apply_later(ignore_attribute_locks: true)
+    redirect_back_or_to rules_path, notice: "#{@rule.resource_type.humanize} rule activated"
+  end
+
+  def confirm
+  end
+
+  def edit
+  end
+
+  def update
+    if @rule.update(rule_params)
+      respond_to do |format|
+        format.html { redirect_back_or_to rules_path, notice: "Rule updated" }
+        format.turbo_stream { stream_redirect_back_or_to rules_path, notice: "Rule updated" }
+      end
+    else
+      render :edit, status: :unprocessable_entity
+    end
+  end
+
+  def destroy
+    @rule.destroy
+    redirect_to rules_path, notice: "Rule deleted"
+  end
+
+  def destroy_all
+    Current.family.rules.destroy_all
+    redirect_to rules_path, notice: "All rules deleted"
+  end
+
+  private
+    def set_rule
+      @rule = Current.family.rules.find(params[:id])
+    end
+
+    def rule_params
+      params.require(:rule).permit(
+        :resource_type, :effective_date, :active, :name,
+        conditions_attributes: [
+          :id, :condition_type, :operator, :value, :_destroy,
+          sub_conditions_attributes: [ :id, :condition_type, :operator, :value, :_destroy ]
+        ],
+        actions_attributes: [
+          :id, :action_type, :value, :_destroy
+        ]
+      )
+    end
+end

app/controllers/settings/billings_controller.rb

@@ -2,6 +2,6 @@ class Settings::BillingsController < ApplicationController
   layout "settings"
 
   def show
-    @user = Current.user
+    @family = Current.family
   end
 end

app/controllers/settings/profiles_controller.rb

@@ -23,9 +23,11 @@ class Settings::ProfilesController < ApplicationController
     end
 
     if @user.destroy
-      flash[:notice] = t("settings.profiles.destroy.member_removed")
+      # Also destroy the invitation associated with this user for this family
+      Current.family.invitations.find_by(email: @user.email)&.destroy
+      flash[:notice] = "Member removed successfully."
     else
-      flash[:alert] = t("settings.profiles.destroy.member_removal_failed")
+      flash[:alert] = "Failed to remove member."
     end
 
     redirect_to settings_profile_path

app/controllers/subscriptions_controller.rb

@@ -1,53 +1,64 @@
 class SubscriptionsController < ApplicationController
-  before_action :redirect_to_root_if_self_hosted
+  # Disables subscriptions for self hosted instances
+  guard_feature if: -> { self_hosted? }
+
+  # Upgrade page for unsubscribed users
+  def upgrade
+    if Current.family.subscription&.active?
+      redirect_to root_path, notice: "You are already subscribed."
+    else
+      @plan = params[:plan] || "annual"
+      render layout: "onboardings"
+    end
+  end
 
   def new
-    if Current.family.stripe_customer_id.blank?
-      customer = stripe_client.v1.customers.create(
-        email: Current.family.primary_user.email,
-        metadata: { family_id: Current.family.id }
-      )
-      Current.family.update(stripe_customer_id: customer.id)
-    end
-
-    session = stripe_client.v1.checkout.sessions.create({
-      customer: Current.family.stripe_customer_id,
-      line_items: [ {
-        price: ENV["STRIPE_PLAN_ID"],
-        quantity: 1
-      } ],
-      mode: "subscription",
-      allow_promotion_codes: true,
+    checkout_session = stripe.create_checkout_session(
+      plan: params[:plan],
+      family_id: Current.family.id,
+      family_email: Current.family.billing_email,
       success_url: success_subscription_url + "?session_id={CHECKOUT_SESSION_ID}",
-      cancel_url: settings_billing_url
-    })
+      cancel_url: upgrade_subscription_url
+    )
 
-    redirect_to session.url, allow_other_host: true, status: :see_other
+    Current.family.update!(stripe_customer_id: checkout_session.customer_id)
+
+    redirect_to checkout_session.url, allow_other_host: true, status: :see_other
+  end
+
+  # Only used for managing our "offline" trials.  Paid subscriptions are handled in success callback of checkout session
+  def create
+    if Current.family.can_start_trial?
+      Current.family.start_trial_subscription!
+      redirect_to root_path, notice: "Welcome to Maybe!"
+    else
+      redirect_to root_path, alert: "You have already started or completed a trial. Please upgrade to continue."
+    end
   end
 
   def show
-    portal_session = stripe_client.v1.billing_portal.sessions.create(
-      customer: Current.family.stripe_customer_id,
+    portal_session_url = stripe.create_billing_portal_session_url(
+      customer_id: Current.family.stripe_customer_id,
       return_url: settings_billing_url
     )
 
-    redirect_to portal_session.url, allow_other_host: true, status: :see_other
+    redirect_to portal_session_url, allow_other_host: true, status: :see_other
   end
 
+  # Stripe redirects here after a successful checkout session and passes the session ID in the URL
   def success
-    checkout_session = stripe_client.v1.checkout.sessions.retrieve(params[:session_id])
-    Current.session.update(subscribed_at: Time.at(checkout_session.created))
-    redirect_to root_path, notice: "You have successfully subscribed to Maybe+."
-  rescue Stripe::InvalidRequestError
-    redirect_to settings_billing_path, alert: "Something went wrong processing your subscription. Please contact us to get this fixed."
+    checkout_result = stripe.get_checkout_result(params[:session_id])
+
+    if checkout_result.success?
+      Current.family.start_subscription!(checkout_result.subscription_id)
+      redirect_to root_path, notice: "Welcome to Maybe!  Your subscription has been created."
+    else
+      redirect_to root_path, alert: "Something went wrong processing your subscription. Please contact us to get this fixed."
+    end
   end
 
   private
-    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?
+    def stripe
+      @stripe ||= Provider::Registry.get_provider(:stripe)
     end
 end

app/controllers/tags_controller.rb

@@ -34,6 +34,11 @@ class TagsController < ApplicationController
     redirect_to tags_path, notice: t(".deleted")
   end
 
+  def destroy_all
+    Current.family.tags.destroy_all
+    redirect_back_or_to tags_path, notice: "All tags deleted"
+  end
+
   private
 
     def set_tag

app/controllers/trades_controller.rb

@@ -0,0 +1,79 @@
+class TradesController < ApplicationController
+  include EntryableResource
+
+  def create
+    @entry = build_entry
+
+    if @entry.save
+      @entry.sync_account_later
+
+      flash[:notice] = t("entries.create.success")
+
+      respond_to do |format|
+        format.html { redirect_back_or_to account_path(@entry.account) }
+        format.turbo_stream { stream_redirect_back_or_to account_path(@entry.account) }
+      end
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  def update
+    if @entry.update(update_entry_params)
+      @entry.sync_account_later
+
+      respond_to do |format|
+        format.html { redirect_back_or_to account_path(@entry.account), notice: t("entries.update.success") }
+        format.turbo_stream do
+          render turbo_stream: [
+            turbo_stream.replace(
+              "header_entry_#{@entry.id}",
+              partial: "trades/header",
+              locals: { entry: @entry }
+            ),
+            turbo_stream.replace("entry_#{@entry.id}", partial: "entries/entry", locals: { entry: @entry })
+          ]
+        end
+      end
+    else
+      render :show, status: :unprocessable_entity
+    end
+  end
+
+  private
+    def build_entry
+      account = Current.family.accounts.find(params.dig(:entry, :account_id))
+      TradeBuilder.new(create_entry_params.merge(account: account))
+    end
+
+    def entry_params
+      params.require(:entry).permit(
+        :name, :date, :amount, :currency, :excluded, :notes, :nature,
+        entryable_attributes: [ :id, :qty, :price ]
+      )
+    end
+
+    def create_entry_params
+      params.require(:entry).permit(
+        :date, :amount, :currency, :qty, :price, :ticker, :manual_ticker, :type, :transfer_account_id
+      )
+    end
+
+    def update_entry_params
+      return entry_params unless entry_params[:entryable_attributes].present?
+
+      update_params = entry_params
+      update_params = update_params.merge(entryable_type: "Trade")
+
+      qty = update_params[:entryable_attributes][:qty]
+      price = update_params[:entryable_attributes][:price]
+
+      if qty.present? && price.present?
+        qty = update_params[:nature] == "inflow" ? -qty.to_d : qty.to_d
+        update_params[:entryable_attributes][:qty] = qty
+        update_params[:amount] = qty * price.to_d
+      end
+
+      update_params.except(:nature)
+    end
+end

app/controllers/transaction_categories_controller.rb

@@ -0,0 +1,52 @@
+class TransactionCategoriesController < ApplicationController
+  include ActionView::RecordIdentifier
+
+  def update
+    @entry = Current.family.entries.transactions.find(params[:transaction_id])
+    @entry.update!(entry_params)
+
+    transaction = @entry.transaction
+
+    if needs_rule_notification?(transaction)
+      flash[:cta] = {
+        type: "category_rule",
+        category_id: transaction.category_id,
+        category_name: transaction.category.name
+      }
+    end
+
+    transaction.lock_saved_attributes!
+    @entry.lock_saved_attributes!
+
+    respond_to do |format|
+      format.html { redirect_back_or_to transaction_path(@entry) }
+      format.turbo_stream do
+        render turbo_stream: [
+          turbo_stream.replace(
+            dom_id(transaction, :category_menu),
+            partial: "categories/menu",
+            locals: { transaction: transaction }
+          ),
+          *flash_notification_stream_items
+        ]
+      end
+    end
+  end
+
+  private
+    def entry_params
+      params.require(:entry).permit(:entryable_type, entryable_attributes: [ :id, :category_id ])
+    end
+
+    def needs_rule_notification?(transaction)
+      return false if Current.user.rule_prompts_disabled
+
+      if Current.user.rule_prompt_dismissed_at.present?
+        time_since_last_rule_prompt = Time.current - Current.user.rule_prompt_dismissed_at
+        return false if time_since_last_rule_prompt < 1.day
+      end
+
+      transaction.saved_change_to_category_id? &&
+      transaction.eligible_for_category_rule?
+    end
+end

app/controllers/transactions/bulk_deletions_controller.rb

@@ -0,0 +1,12 @@
+class Transactions::BulkDeletionsController < ApplicationController
+  def create
+    destroyed = Current.family.entries.destroy_by(id: bulk_delete_params[:entry_ids])
+    destroyed.map(&:account).uniq.each(&:sync_later)
+    redirect_back_or_to transactions_url, notice: "#{destroyed.count} transaction#{destroyed.count == 1 ? "" : "s"} deleted"
+  end
+
+  private
+    def bulk_delete_params
+      params.require(:bulk_delete).permit(entry_ids: [])
+    end
+end

app/controllers/transactions/bulk_updates_controller.rb

@@ -0,0 +1,19 @@
+class Transactions::BulkUpdatesController < ApplicationController
+  def new
+  end
+
+  def create
+    updated = Current.family
+                     .entries
+                     .where(id: bulk_update_params[:entry_ids])
+                     .bulk_update!(bulk_update_params)
+
+    redirect_back_or_to transactions_path, notice: "#{updated} transactions updated"
+  end
+
+  private
+    def bulk_update_params
+      params.require(:bulk_update)
+            .permit(:date, :notes, :category_id, :merchant_id, entry_ids: [], tag_ids: [])
+    end
+end

app/controllers/transactions_controller.rb

@@ -1,8 +1,14 @@
 class TransactionsController < ApplicationController
-  include ScrollFocusable
+  include ScrollFocusable, EntryableResource
 
   before_action :store_params!, only: :index
 
+  def new
+    super
+    @income_categories = Current.family.categories.incomes.alphabetically
+    @expense_categories = Current.family.categories.expenses.alphabetically
+  end
+
   def index
     @q = search_params
     transactions_query = Current.family.transactions.active.search(@q)
@@ -20,7 +26,24 @@ class TransactionsController < ApplicationController
       params: ->(params) { params.except(:focused_record_id) }
     )
 
-    @totals = Current.family.income_statement.totals(transactions_scope: transactions_query)
+    # -------------------------------------------------------------------
+    # Cache totals
+    # -------------------------------------------------------------------
+    # Totals calculation is expensive (heavy SQL with grouping). We cache the
+    # result keyed by:
+    #   • Family id
+    #   • The family-level cache key that already embeds entries.maximum(:updated_at)
+    #   • A digest of the current search params so each distinct filter set gets
+    #     its own cache entry.
+    # When any entry is created/updated/deleted, the family cache key changes,
+    # automatically invalidating all related totals.
+
+    params_digest = Digest::MD5.hexdigest(@q.to_json)
+    cache_key     = Current.family.build_cache_key("transactions_totals_#{params_digest}")
+
+    @totals = Rails.cache.fetch(cache_key) do
+      Current.family.income_statement.totals(transactions_scope: transactions_query)
+    end
   end
 
   def clear_filter
@@ -48,20 +71,133 @@ class TransactionsController < ApplicationController
     redirect_to transactions_path(updated_params)
   end
 
+  def create
+    account = Current.family.accounts.find(params.dig(:entry, :account_id))
+    @entry = account.entries.new(entry_params)
+
+    if @entry.save
+      @entry.sync_account_later
+      @entry.lock_saved_attributes!
+      @entry.transaction.lock_attr!(:tag_ids) if @entry.transaction.tags.any?
+
+      flash[:notice] = "Transaction created"
+
+      respond_to do |format|
+        format.html { redirect_back_or_to account_path(@entry.account) }
+        format.turbo_stream { stream_redirect_back_or_to(account_path(@entry.account)) }
+      end
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  def update
+    if @entry.update(entry_params)
+      transaction = @entry.transaction
+
+      if needs_rule_notification?(transaction)
+        flash[:cta] = {
+          type: "category_rule",
+          category_id: transaction.category_id,
+          category_name: transaction.category.name
+        }
+      end
+
+      @entry.sync_account_later
+      @entry.lock_saved_attributes!
+      @entry.transaction.lock_attr!(:tag_ids) if @entry.transaction.tags.any?
+
+      respond_to do |format|
+        format.html { redirect_back_or_to account_path(@entry.account), notice: "Transaction updated" }
+        format.turbo_stream do
+          render turbo_stream: [
+            turbo_stream.replace(
+              dom_id(@entry, :header),
+              partial: "transactions/header",
+              locals: { entry: @entry }
+            ),
+            turbo_stream.replace(@entry),
+            *flash_notification_stream_items
+          ]
+        end
+      end
+    else
+      render :show, status: :unprocessable_entity
+    end
+  end
+
   private
+    def needs_rule_notification?(transaction)
+      return false if Current.user.rule_prompts_disabled
+
+      if Current.user.rule_prompt_dismissed_at.present?
+        time_since_last_rule_prompt = Time.current - Current.user.rule_prompt_dismissed_at
+        return false if time_since_last_rule_prompt < 1.day
+      end
+
+      transaction.saved_change_to_category_id? && transaction.category_id.present? &&
+      transaction.eligible_for_category_rule?
+    end
+
+    def entry_params
+      entry_params = params.require(:entry).permit(
+        :name, :date, :amount, :currency, :excluded, :notes, :nature, :entryable_type,
+        entryable_attributes: [ :id, :category_id, :merchant_id, { tag_ids: [] } ]
+      )
+
+      nature = entry_params.delete(:nature)
+
+      if nature.present? && entry_params[:amount].present?
+        signed_amount = nature == "inflow" ? -entry_params[:amount].to_d : entry_params[:amount].to_d
+        entry_params = entry_params.merge(amount: signed_amount)
+      end
+
+      entry_params
+    end
 
     def search_params
       cleaned_params = params.fetch(:q, {})
-            .permit(
-              :start_date, :end_date, :search, :amount,
-              :amount_operator, accounts: [], account_ids: [],
-              categories: [], merchants: [], types: [], tags: []
-            )
-            .to_h
-            .compact_blank
+              .permit(
+                :start_date, :end_date, :search, :amount,
+                :amount_operator, accounts: [], account_ids: [],
+                categories: [], merchants: [], types: [], tags: []
+              )
+              .to_h
+              .compact_blank
 
       cleaned_params.delete(:amount_operator) unless cleaned_params[:amount].present?
 
+      # -------------------------------------------------------------------
+      # Performance optimisation
+      # -------------------------------------------------------------------
+      # When a user lands on the Transactions page without an explicit date
+      # filter, the previous behaviour queried *all* historical transactions
+      # for the family.  For large datasets this results in very expensive
+      # SQL (as shown in Skylight) – particularly the aggregation queries
+      # used for @totals.  To keep the UI responsive while still showing a
+      # sensible period of activity, we fall back to the user's preferred
+      # default period (stored on User#default_period, defaulting to
+      # "last_30_days") when **no** date filters have been supplied.
+      #
+      # This effectively changes the default view from "all-time" to a
+      # rolling window, dramatically reducing the rows scanned / grouped in
+      # Postgres without impacting the UX (the user can always clear the
+      # filter).
+      # -------------------------------------------------------------------
+      if cleaned_params[:start_date].blank? && cleaned_params[:end_date].blank?
+        period_key = Current.user&.default_period.presence || "last_30_days"
+
+        begin
+          period = Period.from_key(period_key)
+          cleaned_params[:start_date] = period.start_date
+          cleaned_params[:end_date]   = period.end_date
+        rescue Period::InvalidKeyError
+          # Fallback – should never happen but keeps things safe.
+          cleaned_params[:start_date] = 30.days.ago.to_date
+          cleaned_params[:end_date]   = Date.current
+        end
+      end
+
       cleaned_params
     end
 

app/controllers/transfer_matches_controller.rb

@@ -1,9 +1,9 @@
-class Account::TransferMatchesController < ApplicationController
+class 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
+    @transfer_match_candidates = @entry.transaction.transfer_match_candidates
   end
 
   def create
@@ -11,7 +11,7 @@ class Account::TransferMatchesController < ApplicationController
     @transfer.save!
     @transfer.sync_account_later
 
-    redirect_back_or_to transactions_path, notice: t(".success")
+    redirect_back_or_to transactions_path, notice: "Transfer created"
   end
 
   private
@@ -27,7 +27,7 @@ class Account::TransferMatchesController < ApplicationController
       if transfer_match_params[:method] == "new"
         target_account = Current.family.accounts.find(transfer_match_params[:target_account_id])
 
-        missing_transaction = Account::Transaction.new(
+        missing_transaction = Transaction.new(
           entry: target_account.entries.build(
             amount: @entry.amount * -1,
             currency: @entry.currency,
@@ -37,8 +37,8 @@ class Account::TransferMatchesController < ApplicationController
         )
 
         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
+          inflow_transaction: @entry.amount.positive? ? missing_transaction : @entry.transaction,
+          outflow_transaction: @entry.amount.positive? ? @entry.transaction : missing_transaction
         )
         transfer.status = "confirmed"
         transfer
@@ -46,8 +46,8 @@ class Account::TransferMatchesController < ApplicationController
         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
+          inflow_transaction: @entry.amount.negative? ? @entry.transaction : target_transaction.transaction,
+          outflow_transaction: @entry.amount.negative? ? target_transaction.transaction : @entry.transaction
         )
         transfer.status = "confirmed"
         transfer

app/controllers/transfers_controller.rb

@@ -38,7 +38,7 @@ class TransfersController < ApplicationController
   def update
     Transfer.transaction do
       update_transfer_status
-      update_transfer_details
+      update_transfer_details unless transfer_update_params[:status] == "rejected"
     end
 
     respond_to do |format|

app/controllers/users_controller.rb

@@ -49,6 +49,11 @@ class UsersController < ApplicationController
     end
   end
 
+  def rule_prompt_settings
+    @user.update!(rule_prompt_settings_params)
+    redirect_back_or_to settings_profile_path
+  end
+
   private
     def handle_redirect(notice)
       case user_params[:redirect_to]
@@ -58,6 +63,10 @@ class UsersController < ApplicationController
         redirect_to root_path
       when "preferences"
         redirect_to settings_preferences_path, notice: notice
+      when "goals"
+        redirect_to goals_onboarding_path
+      when "trial"
+        redirect_to trial_onboarding_path
       else
         redirect_to settings_profile_path, notice: notice
       end
@@ -72,10 +81,16 @@ class UsersController < ApplicationController
       user_params[:email].present? && user_params[:email] != @user.email
     end
 
+    def rule_prompt_settings_params
+      params.require(:user).permit(:rule_prompt_dismissed_at, :rule_prompts_disabled)
+    end
+
     def user_params
       params.require(:user).permit(
-        :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at, :show_sidebar, :default_period, :show_ai_sidebar, :ai_enabled, :theme,
-        family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id, :data_enrichment_enabled ]
+        :first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at,
+        :show_sidebar, :default_period, :show_ai_sidebar, :ai_enabled, :theme, :set_onboarding_preferences_at, :set_onboarding_goals_at,
+        family_attributes: [ :name, :currency, :country, :locale, :date_format, :timezone, :id ],
+        goals: []
       )
     end
 

app/controllers/valuations_controller.rb

@@ -0,0 +1,49 @@
+class ValuationsController < ApplicationController
+  include EntryableResource
+
+  def create
+    account = Current.family.accounts.find(params.dig(:entry, :account_id))
+    @entry = account.entries.new(entry_params.merge(entryable: Valuation.new))
+
+    if @entry.save
+      @entry.sync_account_later
+
+      flash[:notice] = "Balance created"
+
+      respond_to do |format|
+        format.html { redirect_back_or_to account_path(@entry.account) }
+        format.turbo_stream { stream_redirect_back_or_to(account_path(@entry.account)) }
+      end
+    else
+      render :new, status: :unprocessable_entity
+    end
+  end
+
+  def update
+    if @entry.update(entry_params)
+      @entry.sync_account_later
+
+      respond_to do |format|
+        format.html { redirect_back_or_to account_path(@entry.account), notice: "Balance updated" }
+        format.turbo_stream do
+          render turbo_stream: [
+            turbo_stream.replace(
+              dom_id(@entry, :header),
+              partial: "valuations/header",
+              locals: { entry: @entry }
+            ),
+            turbo_stream.replace(@entry)
+          ]
+        end
+      end
+    else
+      render :show, status: :unprocessable_entity
+    end
+  end
+
+  private
+    def entry_params
+      params.require(:entry)
+            .permit(:name, :date, :amount, :currency, :notes)
+    end
+end

app/controllers/webhooks_controller.rb

@@ -6,10 +6,11 @@ class WebhooksController < ApplicationController
     webhook_body = request.body.read
     plaid_verification_header = request.headers["Plaid-Verification"]
 
-    client = Provider::Plaid.new(Rails.application.config.plaid, region: :us)
+    client = Provider::Registry.plaid_provider_for_region(:us)
 
     client.validate_webhook!(plaid_verification_header, webhook_body)
-    client.process_webhook(webhook_body)
+
+    PlaidItem::WebhookProcessor.new(webhook_body).process
 
     render json: { received: true }, status: :ok
   rescue => error
@@ -21,10 +22,11 @@ class WebhooksController < ApplicationController
     webhook_body = request.body.read
     plaid_verification_header = request.headers["Plaid-Verification"]
 
-    client = Provider::Plaid.new(Rails.application.config.plaid_eu, region: :eu)
+    client = Provider::Registry.plaid_provider_for_region(:eu)
 
     client.validate_webhook!(plaid_verification_header, webhook_body)
-    client.process_webhook(webhook_body)
+
+    PlaidItem::WebhookProcessor.new(webhook_body).process
 
     render json: { received: true }, status: :ok
   rescue => error
@@ -33,61 +35,23 @@ class WebhooksController < ApplicationController
   end
 
   def stripe
-    webhook_body = request.body.read
-    sig_header = request.env["HTTP_STRIPE_SIGNATURE"]
-    client = Stripe::StripeClient.new(ENV["STRIPE_SECRET_KEY"])
+    stripe_provider = Provider::Registry.get_provider(:stripe)
 
     begin
-      thin_event = client.parse_thin_event(webhook_body, sig_header, ENV["STRIPE_WEBHOOK_SECRET"])
+      webhook_body = request.body.read
+      sig_header = request.env["HTTP_STRIPE_SIGNATURE"]
 
-      event = client.v1.events.retrieve(thin_event.id)
-
-      case event.type
-      when /^customer\.subscription\./
-        handle_subscription_event(event)
-      when "customer.created", "customer.updated", "customer.deleted"
-        handle_customer_event(event)
-      else
-        Rails.logger.info "Unhandled event type: #{event.type}"
-      end
+      stripe_provider.process_webhook_later(webhook_body, sig_header)
 
+      head :ok
     rescue JSON::ParserError => error
       Sentry.capture_exception(error)
-      render json: { error: "Invalid payload" }, status: :bad_request
-      return
+      Rails.logger.error "JSON parser error: #{error.message}"
+      head :bad_request
     rescue Stripe::SignatureVerificationError => error
       Sentry.capture_exception(error)
-      render json: { error: "Invalid signature" }, status: :bad_request
-      return
+      Rails.logger.error "Stripe signature verification error: #{error.message}"
+      head :bad_request
     end
-
-    render json: { received: true }, status: :ok
   end
-
-  private
-
-    def handle_subscription_event(event)
-      subscription = event.data.object
-      family = Family.find_by(stripe_customer_id: subscription.customer)
-
-      if family
-        family.update(
-          stripe_plan_id: subscription.plan.id,
-          stripe_subscription_status: subscription.status
-        )
-      else
-        Rails.logger.error "Family not found for Stripe customer ID: #{subscription.customer}"
-      end
-    end
-
-    def handle_customer_event(event)
-      customer = event.data.object
-      family = Family.find_by(stripe_customer_id: customer.id)
-
-      if family
-        family.update(stripe_customer_id: customer.id)
-      else
-        Rails.logger.error "Family not found for Stripe customer ID: #{customer.id}"
-      end
-    end
 end

app/helpers/application_helper.rb

@@ -1,8 +1,30 @@
 module ApplicationHelper
   include Pagy::Frontend
 
-  def icon(key, size: "md", color: "current")
-    render partial: "shared/icon", locals: { key:, size:, color: }
+  def styled_form_with(**options, &block)
+    options[:builder] = StyledFormBuilder
+    form_with(**options, &block)
+  end
+
+  def icon(key, size: "md", color: "default", custom: false, as_button: false, **opts)
+    extra_classes = opts.delete(:class)
+    sizes = { xs: "w-3 h-3", sm: "w-4 h-4", md: "w-5 h-5", lg: "w-6 h-6", xl: "w-7 h-7", "2xl": "w-8 h-8" }
+    colors = { default: "fg-gray", white: "fg-inverse", success: "text-success", warning: "text-warning", destructive: "text-destructive", current: "text-current" }
+
+    icon_classes = class_names(
+      "shrink-0",
+      sizes[size.to_sym],
+      colors[color.to_sym],
+      extra_classes
+    )
+
+    if custom
+      inline_svg_tag("#{key}.svg", class: icon_classes, **opts)
+    elsif as_button
+      render ButtonComponent.new(variant: "icon", class: extra_classes, icon: key, size: size, type: "button", **opts)
+    else
+      lucide_icon(key, class: icon_classes, **opts)
+    end
   end
 
   # Convert alpha (0-1) to 8-digit hex (00-FF)
@@ -23,78 +45,10 @@ module ApplicationHelper
     content_for(:header_description) { page_description }
   end
 
-  def family_notifications_stream
-    turbo_stream_from [ Current.family, :notifications ] if Current.family
-  end
-
-  def family_stream
-    turbo_stream_from Current.family if Current.family
-  end
-
-  def render_flash_notifications
-    notifications = flash.flat_map do |type, message_or_messages|
-      Array(message_or_messages).map do |message|
-        render partial: "shared/notification", locals: { type: type, message: message }
-      end
-    end
-
-    safe_join(notifications)
-  end
-
-  ##
-  # Helper to open a centered and overlayed modal with custom contents
-  #
-  # @example Basic usage
-  #   <%= modal classes: "custom-class" do %>
-  #     <div>Content here</div>
-  #   <% end %>
-  #
-  def modal(options = {}, &block)
-    content = capture &block
-    render partial: "shared/modal", locals: { content:, classes: options[:classes] }
-  end
-
-  ##
-  # Helper to open a drawer on the right side of the screen with custom contents
-  #
-  # @example Basic usage
-  #   <%= drawer do %>
-  #     <div>Content here</div>
-  #   <% end %>
-  #
-  def drawer(reload_on_close: false, &block)
-    content = capture &block
-    render partial: "shared/drawer", locals: { content:, reload_on_close: }
-  end
-
-  def disclosure(title, default_open: true, &block)
-    content = capture &block
-    render partial: "shared/disclosure", locals: { title: title, content: content, open: default_open }
-  end
-
   def page_active?(path)
     current_page?(path) || (request.path.start_with?(path) && path != "/")
   end
 
-  def mixed_hex_styles(hex)
-    color = hex || "#1570EF" # blue-600
-
-    <<-STYLE.strip
-      background-color: color-mix(in srgb, #{color} 10%, white);
-      border-color: color-mix(in srgb, #{color} 30%, white);
-      color: #{color};
-    STYLE
-  end
-
-  def circle_logo(name, hex: nil, size: "md")
-    render partial: "shared/circle_logo", locals: { name: name, hex: hex, size: size }
-  end
-
-  def return_to_path(params, fallback = root_path)
-    uri = URI.parse(params[:return_to] || fallback)
-    uri.relative? ? uri.path : root_path
-  end
-
   # Wrapper around I18n.l to support custom date formats
   def format_date(object, format = :default, options = {})
     date = object.to_date
@@ -154,49 +108,6 @@ module ApplicationHelper
     markdown.render(text).html_safe
   end
 
-  # Determines the starting widths of each panel depending on the user's sidebar preferences
-  def app_sidebar_config(user)
-    left_sidebar_showing = user.show_sidebar?
-    right_sidebar_showing = user.show_ai_sidebar?
-
-    content_max_width = if !left_sidebar_showing && !right_sidebar_showing
-      1024 # 5xl
-    elsif left_sidebar_showing && !right_sidebar_showing
-      896 # 4xl
-    else
-      768 # 3xl
-    end
-
-    left_panel_min_width = 320
-    left_panel_max_width = 320
-    right_panel_min_width = 400
-    right_panel_max_width = 550
-
-    left_panel_width = left_sidebar_showing ? left_panel_min_width : 0
-    right_panel_width = if right_sidebar_showing
-      left_sidebar_showing ? right_panel_min_width : right_panel_max_width
-    else
-      0
-    end
-
-    {
-      left_panel: {
-        is_open: left_sidebar_showing,
-        initial_width: left_panel_width,
-        min_width: left_panel_min_width,
-        max_width: left_panel_max_width
-      },
-      right_panel: {
-        is_open: right_sidebar_showing,
-        initial_width: right_panel_width,
-        min_width: right_panel_min_width,
-        max_width: right_panel_max_width,
-        overflow: right_sidebar_showing ? "auto" : "hidden"
-      },
-      content_max_width: content_max_width
-    }
-  end
-
   private
     def calculate_total(item, money_method, negate)
       items = item.reject { |i| i.respond_to?(:entryable) && i.entryable.transfer? }

app/helpers/custom_confirm.rb

@@ -0,0 +1,51 @@
+# The shape of data expected by `confirm_dialog_controller.js` to override the
+# default browser confirm API via Turbo.
+class CustomConfirm
+  class << self
+    def for_resource_deletion(resource_name, high_severity: false)
+      new(
+        destructive: true,
+        high_severity: high_severity,
+        title: "Delete #{resource_name.titleize}?",
+        body: "Are you sure you want to delete #{resource_name.downcase}? This is not reversible.",
+        btn_text: "Delete #{resource_name.titleize}"
+      )
+    end
+  end
+
+  def initialize(title: default_title, body: default_body, btn_text: default_btn_text, destructive: false, high_severity: false)
+    @title = title
+    @body = body
+    @btn_text = btn_text
+    @btn_variant = derive_btn_variant(destructive, high_severity)
+  end
+
+  def to_data_attribute
+    {
+      title: title,
+      body: body,
+      confirmText: btn_text,
+      variant: btn_variant
+    }
+  end
+
+  private
+    attr_reader :title, :body, :btn_text, :btn_variant
+
+    def derive_btn_variant(destructive, high_severity)
+      return "primary" unless destructive
+      high_severity ? "destructive" : "outline-destructive"
+    end
+
+    def default_title
+      "Are you sure?"
+    end
+
+    def default_body
+      "This is not reversible."
+    end
+
+    def default_btn_text
+      "Confirm"
+    end
+end

app/helpers/entries_helper.rb

@@ -1,8 +1,8 @@
-module Account::EntriesHelper
+module EntriesHelper
   def entries_by_date(entries, totals: false)
     transfer_groups = entries.group_by do |entry|
       # Only check for transfer if it's a transaction
-      next nil unless entry.entryable_type == "Account::Transaction"
+      next nil unless entry.entryable_type == "Transaction"
       entry.entryable.transfer&.id
     end
 
@@ -12,7 +12,7 @@ module Account::EntriesHelper
         grouped_entries
       else
         grouped_entries.reject do |e|
-          e.entryable_type == "Account::Transaction" &&
+          e.entryable_type == "Transaction" &&
           e.entryable.transfer_as_inflow.present?
         end
       end
@@ -25,7 +25,7 @@ module Account::EntriesHelper
 
       next if content.blank?
 
-      render partial: "account/entries/entry_group", locals: { date:, entries: grouped_entries, content:, totals: }
+      render partial: "entries/entry_group", locals: { date:, entries: grouped_entries, content:, totals: }
     end.compact.join.html_safe
   end
 
@@ -34,7 +34,7 @@ module Account::EntriesHelper
       entry.date,
       format_money(entry.amount_money),
       entry.account.name,
-      entry.display_name
+      entry.name
     ].join(" • ")
   end
 end

app/helpers/forms_helper.rb

@@ -1,38 +0,0 @@
-module FormsHelper
-  def styled_form_with(**options, &block)
-    options[:builder] = StyledFormBuilder
-    form_with(**options, &block)
-  end
-
-  def modal_form_wrapper(title:, subtitle: nil, &block)
-    content = capture &block
-
-    render partial: "shared/modal_form", locals: { title:, subtitle:, content: }
-  end
-
-  def radio_tab_tag(form:, name:, value:, label:, icon:, checked: false, disabled: false)
-    form.label name, for: form.field_id(name, value), class: "group has-disabled:cursor-not-allowed" do
-      concat radio_tab_contents(label:, icon:)
-      concat form.radio_button(name, value, checked:, disabled:, class: "hidden")
-    end
-  end
-
-  def period_select(form:, selected:, classes: "border border-secondary bg-container-inset rounded-lg text-sm pr-7 cursor-pointer text-primary focus:outline-hidden focus:ring-0")
-    periods_for_select = Period.all.map { |period| [ period.label_short, period.key ] }
-
-    form.select(:period, periods_for_select, { selected: selected.key }, class: classes, data: { "auto-submit-form-target": "auto" })
-end
-
-
-  def currencies_for_select
-    Money::Currency.all_instances.sort_by { |currency| [ currency.priority, currency.name ] }
-  end
-
-  private
-    def radio_tab_contents(label:, icon:)
-      tag.div(class: "flex px-4 py-1 rounded-lg items-center space-x-2 justify-center text-subdued group-has-checked:bg-container group-has-checked:text-gray-800 group-has-checked:shadow-sm") do
-        concat lucide_icon(icon, class: "w-5 h-5")
-        concat tag.span(label, class: "group-has-checked:font-semibold")
-      end
-    end
-end