Add attribution note

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

Gemfile

@@ -72,6 +72,7 @@ gem "plaid"
 gem "rotp", "~> 6.3"
 gem "rqrcode", "~> 3.0"
 gem "activerecord-import"
+gem "rubyzip", "~> 2.3"
 
 # State machines
 gem "aasm"

Gemfile.lock

@@ -672,6 +672,7 @@ DEPENDENCIES
   rubocop-rails-omakase
   ruby-lsp-rails
   ruby-openai
+  rubyzip (~> 2.3)
   selenium-webdriver
   sentry-rails
   sentry-ruby

README.md

@@ -1,50 +1,21 @@
 
-<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/13fc5ef4-ce0f-4073-a163-9dbc3eb4c8e5" />
+<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573" />
 
 # 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>
-
-## Backstory
-
-We spent the better part of 2021/2022 building a personal finance + wealth
-management app called, Maybe. Very full-featured, including an "Ask an Advisor"
-feature which connected users with an actual CFP/CFA to help them with their
-finances (all included in your subscription).
-
-The business end of things didn't work out, and so we shut things down mid-2023.
-
-We spent the better part of $1,000,000 building the app (employees +
-contractors, data providers/services, infrastructure, etc.).
-
-We're now reviving the product as a fully open-source project. The goal is to
-let you run the app yourself, for free, and use it to manage your own finances
-and eventually offer a hosted version of the app for a small monthly fee.
+> [!IMPORTANT]
+> This repository is no longer actively maintained. You can read more about this in our [final release](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0).
 
 ## Maybe Hosting
 
-There are 2 primary ways to use the Maybe app:
+Maybe is a fully working personal finance app that can be [self hosted with Docker](docs/hosting/docker.md).
 
-1. Managed (easiest) - we're in alpha and release invites in our Discord
-2. [Self-host with Docker](docs/hosting/docker.md)
+## Forking and Attribution
 
-## Contributing
+This repo is no longer maintained. You’re free to fork it under the AGPLv3. To stay compliant and avoid trademark issues:
 
-Before contributing, you'll likely find it helpful
-to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
-
-Once you've done that, please visit
-our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
-to get started!
-
-### Performance Issues
-
-With data-heavy apps, inevitably, there are performance issues. We've set up a public dashboard showing the problematic requests, along with the stacktraces to help debug them.
-
-Any contributions that help improve performance are very much welcome.
-
-https://oss.skylight.io/app/applications/XDpPIXEX52oi/recent/6h/endpoints
+- Be sure to include the original [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE) and clearly state in your README that your fork is based on Maybe Finance but is **not affiliated with or endorsed by** Maybe Finance Inc.
+- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
 
 ## Local Development Setup
 
@@ -78,14 +49,6 @@ credentials to log in (generated by DB seed):
 
 For further instructions, see guides below.
 
-### Multi-currency support
-
-If you'd like multi-currency support, there are a few extra steps to follow.
-
-1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe
-   product and the free plan is sufficient for basic multi-currency support.
-2. Add your API key to your `.env` file.
-
 ### Setup Guides
 
 - [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
@@ -93,10 +56,6 @@ If you'd like multi-currency support, there are a few extra steps to follow.
 - [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
 - Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more
 
-## Repo Activity
-
-![Repo Activity](https://repobeats.axiom.co/api/embed/7866c9790deba0baf63ca1688b209130b306ea4e.svg "Repobeats analytics image")
-
 ## Copyright & license
 
 Maybe is distributed under

app/controllers/accounts_controller.rb

@@ -9,6 +9,11 @@ class AccountsController < ApplicationController
     render layout: "settings"
   end
 
+  def sync_all
+    family.sync_later
+    redirect_to accounts_path, notice: "Syncing accounts..."
+  end
+
   def show
     @chart_view = params[:chart_view] || "balance"
     @tab = params[:tab]

app/controllers/family_exports_controller.rb

@@ -0,0 +1,47 @@
+class FamilyExportsController < ApplicationController
+  include StreamExtensions
+
+  before_action :require_admin
+  before_action :set_export, only: [ :download ]
+
+  def new
+    # Modal view for initiating export
+  end
+
+  def create
+    @export = Current.family.family_exports.create!
+    FamilyDataExportJob.perform_later(@export)
+
+    respond_to do |format|
+      format.html { redirect_to settings_profile_path, notice: "Export started. You'll be able to download it shortly." }
+      format.turbo_stream {
+        stream_redirect_to settings_profile_path, notice: "Export started. You'll be able to download it shortly."
+      }
+    end
+  end
+
+  def index
+    @exports = Current.family.family_exports.ordered.limit(10)
+    render layout: false # For turbo frame
+  end
+
+  def download
+    if @export.downloadable?
+      redirect_to @export.export_file, allow_other_host: true
+    else
+      redirect_to settings_profile_path, alert: "Export not ready for download"
+    end
+  end
+
+  private
+
+    def set_export
+      @export = Current.family.family_exports.find(params[:id])
+    end
+
+    def require_admin
+      unless Current.user.admin?
+        redirect_to root_path, alert: "Access denied"
+      end
+    end
+end

app/controllers/transactions_controller.rb

@@ -110,7 +110,7 @@ class TransactionsController < ApplicationController
 
   private
     def per_page
-      params[:per_page].to_i.positive? ? params[:per_page].to_i : 50
+      params[:per_page].to_i.positive? ? params[:per_page].to_i : 20
     end
 
     def needs_rule_notification?(transaction)
@@ -154,10 +154,6 @@ class TransactionsController < ApplicationController
 
       cleaned_params.delete(:amount_operator) unless cleaned_params[:amount].present?
 
-      # Only add default start_date if params are blank AND filters weren't explicitly cleared
-      if cleaned_params.blank? && params[:filter_cleared].blank?
-        cleaned_params[:start_date] = 30.days.ago.to_date
-      end
 
       cleaned_params
     end

app/javascript/controllers/auto_submit_form_controller.js

@@ -10,16 +10,14 @@ export default class extends Controller {
 
   connect() {
     this.autoTargets.forEach((element) => {
-      const event =
-        element.dataset.autosubmitTriggerEvent || this.triggerEventValue;
+      const event = this.#getTriggerEvent(element);
       element.addEventListener(event, this.handleInput);
     });
   }
 
   disconnect() {
     this.autoTargets.forEach((element) => {
-      const event =
-        element.dataset.autosubmitTriggerEvent || this.triggerEventValue;
+      const event = this.#getTriggerEvent(element);
       element.removeEventListener(event, this.handleInput);
     });
   }
@@ -33,6 +31,50 @@ export default class extends Controller {
     }, this.#debounceTimeout(target));
   };
 
+  #getTriggerEvent(element) {
+    // Check if element has explicit trigger event set
+    if (element.dataset.autosubmitTriggerEvent) {
+      return element.dataset.autosubmitTriggerEvent;
+    }
+
+    // Check if form has explicit trigger event set
+    if (this.triggerEventValue !== "input") {
+      return this.triggerEventValue;
+    }
+
+    // Otherwise, choose trigger event based on element type
+    const type = element.type || element.tagName;
+
+    switch (type.toLowerCase()) {
+      case "text":
+      case "email":
+      case "password":
+      case "search":
+      case "tel":
+      case "url":
+      case "textarea":
+        return "blur";
+      case "number":
+      case "date":
+      case "datetime-local":
+      case "month":
+      case "time":
+      case "week":
+      case "color":
+        return "change";
+      case "checkbox":
+      case "radio":
+      case "select":
+      case "select-one":
+      case "select-multiple":
+        return "change";
+      case "range":
+        return "input";
+      default:
+        return "blur";
+    }
+  }
+
   #debounceTimeout(element) {
     if (element.dataset.autosubmitDebounceTimeout) {
       return Number.parseInt(element.dataset.autosubmitDebounceTimeout);

app/jobs/family_data_export_job.rb

@@ -0,0 +1,22 @@
+class FamilyDataExportJob < ApplicationJob
+  queue_as :default
+
+  def perform(family_export)
+    family_export.update!(status: :processing)
+
+    exporter = Family::DataExporter.new(family_export.family)
+    zip_file = exporter.generate_export
+
+    family_export.export_file.attach(
+      io: zip_file,
+      filename: family_export.filename,
+      content_type: "application/zip"
+    )
+
+    family_export.update!(status: :completed)
+  rescue => e
+    Rails.logger.error "Family export failed: #{e.message}"
+    Rails.logger.error e.backtrace.join("\n")
+    family_export.update!(status: :failed)
+  end
+end

app/models/assistant/function/get_transactions.rb

@@ -134,7 +134,8 @@ class Assistant::Function::GetTransactions < Assistant::Function
   def call(params = {})
     search_params = params.except("order", "page")
 
-    transactions_query = family.transactions.visible.search(search_params)
+    search = Transaction::Search.new(family, filters: search_params)
+    transactions_query = search.transactions_scope
     pagy_query = params["order"] == "asc" ? transactions_query.chronological : transactions_query.reverse_chronological
 
     # By default, we give a small page size to force the AI to use filters effectively and save on tokens
@@ -149,7 +150,7 @@ class Assistant::Function::GetTransactions < Assistant::Function
       limit: default_page_size
     )
 
-    totals = family.income_statement.totals(transactions_scope: transactions_query)
+    totals = search.totals
 
     normalized_transactions = paginated_transactions.map do |txn|
       entry = txn.entry

app/models/budget.rb

@@ -49,7 +49,10 @@ class Budget < ApplicationRecord
 
     private
       def oldest_valid_budget_date(family)
-        @oldest_valid_budget_date ||= family.oldest_entry_date.beginning_of_month
+        # Allow going back to either the earliest entry date OR 2 years ago, whichever is earlier
+        two_years_ago = 2.years.ago.beginning_of_month
+        oldest_entry_date = family.oldest_entry_date.beginning_of_month
+        [ two_years_ago, oldest_entry_date ].min
       end
   end
 

app/models/family.rb

@@ -18,6 +18,7 @@ class Family < ApplicationRecord
   has_many :invitations, dependent: :destroy
 
   has_many :imports, dependent: :destroy
+  has_many :family_exports, dependent: :destroy
 
   has_many :entries, through: :accounts
   has_many :transactions, through: :accounts

app/models/family/data_exporter.rb

@@ -0,0 +1,238 @@
+require "zip"
+require "csv"
+
+class Family::DataExporter
+  def initialize(family)
+    @family = family
+  end
+
+  def generate_export
+    # Create a StringIO to hold the zip data in memory
+    zip_data = Zip::OutputStream.write_buffer do |zipfile|
+      # Add accounts.csv
+      zipfile.put_next_entry("accounts.csv")
+      zipfile.write generate_accounts_csv
+
+      # Add transactions.csv
+      zipfile.put_next_entry("transactions.csv")
+      zipfile.write generate_transactions_csv
+
+      # Add trades.csv
+      zipfile.put_next_entry("trades.csv")
+      zipfile.write generate_trades_csv
+
+      # Add categories.csv
+      zipfile.put_next_entry("categories.csv")
+      zipfile.write generate_categories_csv
+
+      # Add all.ndjson
+      zipfile.put_next_entry("all.ndjson")
+      zipfile.write generate_ndjson
+    end
+
+    # Rewind and return the StringIO
+    zip_data.rewind
+    zip_data
+  end
+
+  private
+
+    def generate_accounts_csv
+      CSV.generate do |csv|
+        csv << [ "id", "name", "type", "subtype", "balance", "currency", "created_at" ]
+
+        # Only export accounts belonging to this family
+        @family.accounts.includes(:accountable).find_each do |account|
+          csv << [
+            account.id,
+            account.name,
+            account.accountable_type,
+            account.subtype,
+            account.balance.to_s,
+            account.currency,
+            account.created_at.iso8601
+          ]
+        end
+      end
+    end
+
+    def generate_transactions_csv
+      CSV.generate do |csv|
+        csv << [ "date", "account_name", "amount", "name", "category", "tags", "notes", "currency" ]
+
+        # Only export transactions from accounts belonging to this family
+        @family.transactions
+          .includes(:category, :tags, entry: :account)
+          .find_each do |transaction|
+            csv << [
+              transaction.entry.date.iso8601,
+              transaction.entry.account.name,
+              transaction.entry.amount.to_s,
+              transaction.entry.name,
+              transaction.category&.name,
+              transaction.tags.pluck(:name).join(","),
+              transaction.entry.notes,
+              transaction.entry.currency
+            ]
+          end
+      end
+    end
+
+    def generate_trades_csv
+      CSV.generate do |csv|
+        csv << [ "date", "account_name", "ticker", "quantity", "price", "amount", "currency" ]
+
+        # Only export trades from accounts belonging to this family
+        @family.trades
+          .includes(:security, entry: :account)
+          .find_each do |trade|
+            csv << [
+              trade.entry.date.iso8601,
+              trade.entry.account.name,
+              trade.security.ticker,
+              trade.qty.to_s,
+              trade.price.to_s,
+              trade.entry.amount.to_s,
+              trade.currency
+            ]
+          end
+      end
+    end
+
+    def generate_categories_csv
+      CSV.generate do |csv|
+        csv << [ "name", "color", "parent_category", "classification" ]
+
+        # Only export categories belonging to this family
+        @family.categories.includes(:parent).find_each do |category|
+          csv << [
+            category.name,
+            category.color,
+            category.parent&.name,
+            category.classification
+          ]
+        end
+      end
+    end
+
+    def generate_ndjson
+      lines = []
+
+      # Export accounts with full accountable data
+      @family.accounts.includes(:accountable).find_each do |account|
+        lines << {
+          type: "Account",
+          data: account.as_json(
+            include: {
+              accountable: {}
+            }
+          )
+        }.to_json
+      end
+
+      # Export categories
+      @family.categories.find_each do |category|
+        lines << {
+          type: "Category",
+          data: category.as_json
+        }.to_json
+      end
+
+      # Export tags
+      @family.tags.find_each do |tag|
+        lines << {
+          type: "Tag",
+          data: tag.as_json
+        }.to_json
+      end
+
+      # Export merchants (only family merchants)
+      @family.merchants.find_each do |merchant|
+        lines << {
+          type: "Merchant",
+          data: merchant.as_json
+        }.to_json
+      end
+
+      # Export transactions with full data
+      @family.transactions.includes(:category, :merchant, :tags, entry: :account).find_each do |transaction|
+        lines << {
+          type: "Transaction",
+          data: {
+            id: transaction.id,
+            entry_id: transaction.entry.id,
+            account_id: transaction.entry.account_id,
+            date: transaction.entry.date,
+            amount: transaction.entry.amount,
+            currency: transaction.entry.currency,
+            name: transaction.entry.name,
+            notes: transaction.entry.notes,
+            excluded: transaction.entry.excluded,
+            category_id: transaction.category_id,
+            merchant_id: transaction.merchant_id,
+            tag_ids: transaction.tag_ids,
+            kind: transaction.kind,
+            created_at: transaction.created_at,
+            updated_at: transaction.updated_at
+          }
+        }.to_json
+      end
+
+      # Export trades with full data
+      @family.trades.includes(:security, entry: :account).find_each do |trade|
+        lines << {
+          type: "Trade",
+          data: {
+            id: trade.id,
+            entry_id: trade.entry.id,
+            account_id: trade.entry.account_id,
+            security_id: trade.security_id,
+            ticker: trade.security.ticker,
+            date: trade.entry.date,
+            qty: trade.qty,
+            price: trade.price,
+            amount: trade.entry.amount,
+            currency: trade.currency,
+            created_at: trade.created_at,
+            updated_at: trade.updated_at
+          }
+        }.to_json
+      end
+
+      # Export valuations
+      @family.entries.valuations.includes(:account, :entryable).find_each do |entry|
+        lines << {
+          type: "Valuation",
+          data: {
+            id: entry.entryable.id,
+            entry_id: entry.id,
+            account_id: entry.account_id,
+            date: entry.date,
+            amount: entry.amount,
+            currency: entry.currency,
+            name: entry.name,
+            created_at: entry.created_at,
+            updated_at: entry.updated_at
+          }
+        }.to_json
+      end
+
+      # Export budgets
+      @family.budgets.find_each do |budget|
+        lines << {
+          type: "Budget",
+          data: budget.as_json
+        }.to_json
+      end
+
+      # Export budget categories
+      @family.budget_categories.includes(:budget, :category).find_each do |budget_category|
+        lines << {
+          type: "BudgetCategory",
+          data: budget_category.as_json
+        }.to_json
+      end
+
+      lines.join("\n")
+    end
+end

app/models/family_export.rb

@@ -0,0 +1,22 @@
+class FamilyExport < ApplicationRecord
+  belongs_to :family
+
+  has_one_attached :export_file
+
+  enum :status, {
+    pending: "pending",
+    processing: "processing",
+    completed: "completed",
+    failed: "failed"
+  }, default: :pending, validate: true
+
+  scope :ordered, -> { order(created_at: :desc) }
+
+  def filename
+    "maybe_export_#{created_at.strftime('%Y%m%d_%H%M%S')}.zip"
+  end
+
+  def downloadable?
+    completed? && export_file.attached?
+  end
+end

app/models/import.rb

@@ -88,7 +88,7 @@ class Import < ApplicationRecord
       entries.destroy_all
     end
 
-    family.sync
+    family.sync_later
 
     update! status: :pending
   rescue => error

app/models/transaction/search.rb

@@ -47,8 +47,8 @@ class Transaction::Search
       Rails.cache.fetch("transaction_search_totals/#{cache_key_base}") do
         result = transactions_scope
                   .select(
-                    "COALESCE(SUM(CASE WHEN entries.amount >= 0 THEN ABS(entries.amount * COALESCE(er.rate, 1)) ELSE 0 END), 0) as expense_total",
-                    "COALESCE(SUM(CASE WHEN entries.amount < 0 THEN ABS(entries.amount * COALESCE(er.rate, 1)) ELSE 0 END), 0) as income_total",
+                    "COALESCE(SUM(CASE WHEN entries.amount >= 0 AND transactions.kind NOT IN ('funds_movement', 'cc_payment') THEN ABS(entries.amount * COALESCE(er.rate, 1)) ELSE 0 END), 0) as expense_total",
+                    "COALESCE(SUM(CASE WHEN entries.amount < 0 AND transactions.kind NOT IN ('funds_movement', 'cc_payment') THEN ABS(entries.amount * COALESCE(er.rate, 1)) ELSE 0 END), 0) as income_total",
                     "COUNT(entries.id) as transactions_count"
                   )
                   .joins(
@@ -61,8 +61,8 @@ class Transaction::Search
 
         Totals.new(
           count: result.transactions_count.to_i,
-          income_money: Money.new(result.income_total.to_i, family.currency),
-          expense_money: Money.new(result.expense_total.to_i, family.currency)
+          income_money: Money.new(result.income_total.round, family.currency),
+          expense_money: Money.new(result.expense_total.round, family.currency)
         )
       end
     end

app/views/accounts/index.html.erb

@@ -2,6 +2,14 @@
   <h1 class="text-xl"><%= t(".accounts") %></h1>
   <div class="flex items-center gap-5">
     <div class="flex items-center gap-2">
+      <%= icon(
+            "refresh-cw",
+            as_button: true,
+            size: "sm",
+            href: sync_all_accounts_path,
+            disabled: Current.family.syncing?,
+            frame: :_top
+          ) %>
       <%= render DS::Link.new(
         text: "New account",
         href: new_account_path(return_to: accounts_path),

app/views/family_exports/_list.html.erb

@@ -0,0 +1,39 @@
+<%= turbo_frame_tag "family_exports",
+    data: exports.any? { |e| e.pending? || e.processing? } ? {
+      turbo_refresh_url: family_exports_path,
+      turbo_refresh_interval: 3000
+    } : {} do %>
+  <div class="mt-4 space-y-3 max-h-96 overflow-y-auto">
+    <% if exports.any? %>
+      <% exports.each do |export| %>
+        <div class="flex items-center justify-between bg-container p-4 rounded-lg border border-primary">
+          <div>
+            <p class="text-sm font-medium text-primary">Export from <%= export.created_at.strftime("%B %d, %Y at %I:%M %p") %></p>
+            <p class="text-xs text-secondary"><%= export.filename %></p>
+          </div>
+
+          <% if export.processing? || export.pending? %>
+            <div class="flex items-center gap-2 text-secondary">
+              <div class="animate-spin h-4 w-4 border-2 border-secondary border-t-transparent rounded-full"></div>
+              <span class="text-sm">Exporting...</span>
+            </div>
+          <% elsif export.completed? %>
+            <%= link_to download_family_export_path(export),
+                class: "flex items-center gap-2 text-primary hover:text-primary-hover",
+                data: { turbo_frame: "_top" } do %>
+              <%= icon "download", class: "w-5 h-5" %>
+              <span class="text-sm font-medium">Download</span>
+            <% end %>
+          <% elsif export.failed? %>
+            <div class="flex items-center gap-2 text-destructive">
+              <%= icon "alert-circle", class: "w-4 h-4" %>
+              <span class="text-sm">Failed</span>
+            </div>
+          <% end %>
+        </div>
+      <% end %>
+    <% else %>
+      <p class="text-sm text-secondary text-center py-4">No exports yet</p>
+    <% end %>
+  </div>
+<% end %>

app/views/family_exports/index.html.erb

@@ -0,0 +1 @@
+<%= render "list", exports: @exports %>

app/views/family_exports/new.html.erb

@@ -0,0 +1,42 @@
+<%= render DS::Dialog.new do |dialog| %>
+  <% dialog.with_header(title: "Export your data", subtitle: "Download all your financial data") %>
+
+  <% dialog.with_body do %>
+    <div class="space-y-4">
+      <div class="bg-container-inset rounded-lg p-4 space-y-3">
+        <h3 class="font-medium text-primary">What's included:</h3>
+        <ul class="space-y-2 text-sm text-secondary">
+          <li class="flex items-start gap-2">
+            <%= icon "check", class: "shrink-0 mt-0.5 text-positive" %>
+            <span>All accounts and balances</span>
+          </li>
+          <li class="flex items-start gap-2">
+            <%= icon "check", class: "shrink-0 mt-0.5 text-positive" %>
+            <span>Transaction history</span>
+          </li>
+          <li class="flex items-start gap-2">
+            <%= icon "check", class: "shrink-0 mt-0.5 text-positive" %>
+            <span>Investment trades</span>
+          </li>
+          <li class="flex items-start gap-2">
+            <%= icon "check", class: "shrink-0 mt-0.5 text-positive" %>
+            <span>Categories and tags</span>
+          </li>
+        </ul>
+      </div>
+
+      <div class="bg-amber-50 border border-amber-200 rounded-lg p-3">
+        <p class="text-sm text-amber-800">
+          <strong>Note:</strong> This export includes all of your data, but only some of the data can be imported back into Maybe via the CSV import feature. We support account, transaction (with category and tags), and trade imports. Other account data cannot be imported and is for your records only.
+        </p>
+      </div>
+
+      <%= form_with url: family_exports_path, method: :post, class: "space-y-4" do |form| %>
+        <div class="flex gap-3">
+          <%= link_to "Cancel", "#", class: "flex-1 text-center px-4 py-2 border border-primary rounded-lg hover:bg-surface-hover", data: { action: "click->modal#close" } %>
+          <%= form.submit "Export data", class: "flex-1 bg-inverse fg-inverse rounded-lg px-4 py-2 cursor-pointer" %>
+        </div>
+      <% end %>
+    </div>
+  <% end %>
+<% end %>

app/views/pages/dashboard.html.erb

@@ -1,5 +1,20 @@
 <% content_for :page_header do %>
+  <% unless Current.family.self_hoster? %>
+    <div class="bg-gray-100 mb-4 rounded-xl p-4 flex gap-2 items-start">
+      <%= icon "triangle-alert", color: "warning" %>
+      <div class="text-sm space-y-2">
+        <p class="font-medium">We've made a tough decision to shut down the hosted version of Maybe. Here's what's happening next:</p>
+        <ul class="list-disc list-inside space-y-1 ml-2">
+          <li><%= link_to "Read why we're doing this here", "https://x.com/Shpigford/status/1947725345244709240", class: "underline" %></li>
+          <li>You will be refunded in full.</li>
+          <li>You have until July 31, 2025 to export your data. You can do that <%= link_to "here", settings_profile_path, class: "underline" %>.</li>
+        </ul>
+      </div>
+    </div>
+  <% end %>
+
   <div class="space-y-1 mb-6 flex gap-4 justify-between items-center lg:items-start">
+
     <div class="space-y-1">
       <h1 class="text-xl lg:text-3xl font-medium text-primary">Welcome back, <%= Current.user.first_name %></h1>
       <p class="text-sm lg:text-base text-secondary">Here's what's happening with your finances</p>

app/views/rules/_rule.html.erb

@@ -57,7 +57,7 @@
     </div>
   </div>
   <div class="flex items-center gap-4">
-    <%= styled_form_with model: rule, data: { controller: "auto-submit-form" } do |f| %>
+    <%= styled_form_with model: rule, namespace: "rule_#{rule.id}", data: { controller: "auto-submit-form" } do |f| %>
       <%= f.toggle :active, { data: { auto_submit_form_target: "auto" } } %>
     <% end %>
     <%= render DS::Menu.new do |menu| %>

app/views/settings/profiles/show.html.erb

@@ -122,6 +122,29 @@
   </div>
 <% end %>
 
+<% if Current.user.admin? %>
+  <%= settings_section title: "Data Import/Export" do %>
+    <div class="space-y-4">
+      <div class="flex gap-4 items-center">
+        <%= render DS::Link.new(
+          text: "Export data",
+          icon: "database",
+          href: new_family_export_path,
+          variant: "secondary",
+          full_width: true,
+          data: { turbo_frame: :modal }
+        ) %>
+      </div>
+
+      <%= turbo_frame_tag "family_exports", src: family_exports_path, loading: :lazy do %>
+        <div class="mt-4 text-center text-secondary">
+          <div class="animate-spin inline-block h-4 w-4 border-2 border-secondary border-t-transparent rounded-full"></div>
+        </div>
+      <% end %>
+    </div>
+  <% end %>
+<% end %>
+
 <%= settings_section title: t(".danger_zone_title") do %>
   <div class="space-y-4">
     <% if Current.user.admin? %>

config/brakeman.ignore

@@ -1,5 +1,28 @@
 {
   "ignored_warnings": [
+    {
+      "warning_type": "Redirect",
+      "warning_code": 18,
+      "fingerprint": "723b1970ca6bf16ea0c2c1afa0c00d3c54854a16568d6cb933e497947565d9ab",
+      "check_name": "Redirect",
+      "message": "Possible unprotected redirect",
+      "file": "app/controllers/family_exports_controller.rb",
+      "line": 30,
+      "link": "https://brakemanscanner.org/docs/warning_types/redirect/",
+      "code": "redirect_to(Current.family.family_exports.find(params[:id]).export_file, :allow_other_host => true)",
+      "render_path": null,
+      "location": {
+        "type": "method",
+        "class": "FamilyExportsController",
+        "method": "download"
+      },
+      "user_input": "Current.family.family_exports.find(params[:id]).export_file",
+      "confidence": "Weak",
+      "cwe_id": [
+        601
+      ],
+      "note": ""
+    },
     {
       "warning_type": "Mass Assignment",
       "warning_code": 105,
@@ -105,5 +128,5 @@
       "note": ""
     }
   ],
-  "brakeman_version": "7.0.2"
+  "brakeman_version": "7.1.0"
 }

config/initializers/version.rb

@@ -14,7 +14,7 @@ module Maybe
 
     private
       def semver
-        "0.5.0"
+        "0.6.0"
       end
   end
 end

config/routes.rb

@@ -24,6 +24,12 @@ Rails.application.routes.draw do
     end
   end
 
+  resources :family_exports, only: %i[new create index] do
+    member do
+      get :download
+    end
+  end
+
   get "changelog", to: "pages#changelog"
   get "feedback", to: "pages#feedback"
 
@@ -156,6 +162,10 @@ Rails.application.routes.draw do
       get :sparkline
       patch :toggle_active
     end
+
+    collection do
+      post :sync_all
+    end
   end
 
   # Convenience routes for polymorphic paths

db/migrate/20250724115507_create_family_exports.rb

@@ -0,0 +1,10 @@
+class CreateFamilyExports < ActiveRecord::Migration[7.2]
+  def change
+    create_table :family_exports, id: :uuid do |t|
+      t.references :family, null: false, foreign_key: true, type: :uuid
+      t.string :status, default: "pending", null: false
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2025_07_19_121103) do
+ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -270,6 +270,14 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_19_121103) do
     t.datetime "latest_sync_completed_at", default: -> { "CURRENT_TIMESTAMP" }
   end
 
+  create_table "family_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+    t.uuid "family_id", null: false
+    t.string "status", default: "pending", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["family_id"], name: "index_family_exports_on_family_id"
+  end
+
   create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.uuid "account_id", null: false
     t.uuid "security_id", null: false
@@ -830,6 +838,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_19_121103) do
   add_foreign_key "chats", "users"
   add_foreign_key "entries", "accounts"
   add_foreign_key "entries", "imports"
+  add_foreign_key "family_exports", "families"
   add_foreign_key "holdings", "accounts"
   add_foreign_key "holdings", "securities"
   add_foreign_key "impersonation_session_logs", "impersonation_sessions"

test/controllers/family_exports_controller_test.rb

@@ -0,0 +1,73 @@
+require "test_helper"
+
+class FamilyExportsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    @admin = users(:family_admin)
+    @non_admin = users(:family_member)
+    @family = @admin.family
+
+    sign_in @admin
+  end
+
+  test "non-admin cannot access exports" do
+    sign_in @non_admin
+
+    get new_family_export_path
+    assert_redirected_to root_path
+
+    post family_exports_path
+    assert_redirected_to root_path
+
+    get family_exports_path
+    assert_redirected_to root_path
+  end
+
+  test "admin can view export modal" do
+    get new_family_export_path
+    assert_response :success
+    assert_select "h2", text: "Export your data"
+  end
+
+  test "admin can create export" do
+    assert_enqueued_with(job: FamilyDataExportJob) do
+      post family_exports_path
+    end
+
+    assert_redirected_to settings_profile_path
+    assert_equal "Export started. You'll be able to download it shortly.", flash[:notice]
+
+    export = @family.family_exports.last
+    assert_equal "pending", export.status
+  end
+
+  test "admin can view export list" do
+    export1 = @family.family_exports.create!(status: "completed")
+    export2 = @family.family_exports.create!(status: "processing")
+
+    get family_exports_path
+    assert_response :success
+
+    assert_match export1.filename, response.body
+    assert_match "Exporting...", response.body
+  end
+
+  test "admin can download completed export" do
+    export = @family.family_exports.create!(status: "completed")
+    export.export_file.attach(
+      io: StringIO.new("test zip content"),
+      filename: "test.zip",
+      content_type: "application/zip"
+    )
+
+    get download_family_export_path(export)
+    assert_redirected_to(/rails\/active_storage/)
+  end
+
+  test "cannot download incomplete export" do
+    export = @family.family_exports.create!(status: "processing")
+
+    get download_family_export_path(export)
+    assert_redirected_to settings_profile_path
+    assert_equal "Export not ready for download", flash[:alert]
+  end
+end

test/controllers/transactions_controller_test.rb

@@ -162,8 +162,7 @@ end
       income_money: Money.new(0, "USD")
     )
 
-    expected_filters = { "start_date" => 30.days.ago.to_date }
-    Transaction::Search.expects(:new).with(family, filters: expected_filters).returns(search)
+    Transaction::Search.expects(:new).with(family, filters: {}).returns(search)
     search.expects(:totals).once.returns(totals)
 
     get transactions_url

test/fixtures/family_exports.yml

@@ -0,0 +1,3 @@
+# Read about fixtures at https://api.rubyonrails.org/classes/ActiveRecord/FixtureSet.html
+
+# Empty file - no fixtures needed, tests create them dynamically

test/jobs/family_data_export_job_test.rb

@@ -0,0 +1,32 @@
+require "test_helper"
+
+class FamilyDataExportJobTest < ActiveJob::TestCase
+  setup do
+    @family = families(:dylan_family)
+    @export = @family.family_exports.create!
+  end
+
+  test "marks export as processing then completed" do
+    assert_equal "pending", @export.status
+
+    perform_enqueued_jobs do
+      FamilyDataExportJob.perform_later(@export)
+    end
+
+    @export.reload
+    assert_equal "completed", @export.status
+    assert @export.export_file.attached?
+  end
+
+  test "marks export as failed on error" do
+    # Mock the exporter to raise an error
+    Family::DataExporter.any_instance.stubs(:generate_export).raises(StandardError, "Export failed")
+
+    perform_enqueued_jobs do
+      FamilyDataExportJob.perform_later(@export)
+    end
+
+    @export.reload
+    assert_equal "failed", @export.status
+  end
+end

test/models/budget_test.rb

@@ -0,0 +1,88 @@
+require "test_helper"
+
+class BudgetTest < ActiveSupport::TestCase
+  setup do
+    @family = families(:empty)
+  end
+
+  test "budget_date_valid? allows going back 2 years even without entries" do
+    two_years_ago = 2.years.ago.beginning_of_month
+    assert Budget.budget_date_valid?(two_years_ago, family: @family)
+  end
+
+  test "budget_date_valid? allows going back to earliest entry date if more than 2 years ago" do
+    # Create an entry 3 years ago
+    old_account = Account.create!(
+      family: @family,
+      accountable: Depository.new,
+      name: "Old Account",
+      status: "active",
+      currency: "USD",
+      balance: 1000
+    )
+
+    old_entry = Entry.create!(
+      account: old_account,
+      entryable: Transaction.new(category: categories(:income)),
+      date: 3.years.ago,
+      name: "Old Transaction",
+      amount: 100,
+      currency: "USD"
+    )
+
+    # Should allow going back to the old entry date
+    assert Budget.budget_date_valid?(3.years.ago.beginning_of_month, family: @family)
+  end
+
+  test "budget_date_valid? does not allow dates before earliest entry or 2 years ago" do
+    # Create an entry 1 year ago
+    account = Account.create!(
+      family: @family,
+      accountable: Depository.new,
+      name: "Test Account",
+      status: "active",
+      currency: "USD",
+      balance: 500
+    )
+
+    Entry.create!(
+      account: account,
+      entryable: Transaction.new(category: categories(:income)),
+      date: 1.year.ago,
+      name: "Recent Transaction",
+      amount: 100,
+      currency: "USD"
+    )
+
+    # Should not allow going back more than 2 years
+    refute Budget.budget_date_valid?(3.years.ago.beginning_of_month, family: @family)
+  end
+
+  test "budget_date_valid? does not allow future dates beyond current month" do
+    refute Budget.budget_date_valid?(2.months.from_now, family: @family)
+  end
+
+  test "previous_budget_param returns nil when date is too old" do
+    # Create a budget at the oldest allowed date
+    two_years_ago = 2.years.ago.beginning_of_month
+    budget = Budget.create!(
+      family: @family,
+      start_date: two_years_ago,
+      end_date: two_years_ago.end_of_month,
+      currency: "USD"
+    )
+
+    assert_nil budget.previous_budget_param
+  end
+
+  test "previous_budget_param returns param when date is valid" do
+    budget = Budget.create!(
+      family: @family,
+      start_date: Date.current.beginning_of_month,
+      end_date: Date.current.end_of_month,
+      currency: "USD"
+    )
+
+    assert_not_nil budget.previous_budget_param
+  end
+end

test/models/family/data_exporter_test.rb

@@ -0,0 +1,115 @@
+require "test_helper"
+
+class Family::DataExporterTest < ActiveSupport::TestCase
+  setup do
+    @family = families(:dylan_family)
+    @other_family = families(:empty)
+    @exporter = Family::DataExporter.new(@family)
+
+    # Create some test data for the family
+    @account = @family.accounts.create!(
+      name: "Test Account",
+      accountable: Depository.new,
+      balance: 1000,
+      currency: "USD"
+    )
+
+    @category = @family.categories.create!(
+      name: "Test Category",
+      color: "#FF0000"
+    )
+
+    @tag = @family.tags.create!(
+      name: "Test Tag",
+      color: "#00FF00"
+    )
+  end
+
+  test "generates a zip file with all required files" do
+    zip_data = @exporter.generate_export
+
+    assert zip_data.is_a?(StringIO)
+
+    # Check that the zip contains all expected files
+    expected_files = [ "accounts.csv", "transactions.csv", "trades.csv", "categories.csv", "all.ndjson" ]
+
+    Zip::File.open_buffer(zip_data) do |zip|
+      actual_files = zip.entries.map(&:name)
+      assert_equal expected_files.sort, actual_files.sort
+    end
+  end
+
+  test "generates valid CSV files" do
+    zip_data = @exporter.generate_export
+
+    Zip::File.open_buffer(zip_data) do |zip|
+      # Check accounts.csv
+      accounts_csv = zip.read("accounts.csv")
+      assert accounts_csv.include?("id,name,type,subtype,balance,currency,created_at")
+
+      # Check transactions.csv
+      transactions_csv = zip.read("transactions.csv")
+      assert transactions_csv.include?("date,account_name,amount,name,category,tags,notes,currency")
+
+      # Check trades.csv
+      trades_csv = zip.read("trades.csv")
+      assert trades_csv.include?("date,account_name,ticker,quantity,price,amount,currency")
+
+      # Check categories.csv
+      categories_csv = zip.read("categories.csv")
+      assert categories_csv.include?("name,color,parent_category,classification")
+    end
+  end
+
+  test "generates valid NDJSON file" do
+    zip_data = @exporter.generate_export
+
+    Zip::File.open_buffer(zip_data) do |zip|
+      ndjson_content = zip.read("all.ndjson")
+      lines = ndjson_content.split("\n")
+
+      lines.each do |line|
+        assert_nothing_raised { JSON.parse(line) }
+      end
+
+      # Check that each line has expected structure
+      first_line = JSON.parse(lines.first)
+      assert first_line.key?("type")
+      assert first_line.key?("data")
+    end
+  end
+
+  test "only exports data from the specified family" do
+    # Create data for another family that should NOT be exported
+    other_account = @other_family.accounts.create!(
+      name: "Other Family Account",
+      accountable: Depository.new,
+      balance: 5000,
+      currency: "USD"
+    )
+
+    other_category = @other_family.categories.create!(
+      name: "Other Family Category",
+      color: "#0000FF"
+    )
+
+    zip_data = @exporter.generate_export
+
+    Zip::File.open_buffer(zip_data) do |zip|
+      # Check accounts.csv doesn't contain other family's data
+      accounts_csv = zip.read("accounts.csv")
+      assert accounts_csv.include?(@account.name)
+      refute accounts_csv.include?(other_account.name)
+
+      # Check categories.csv doesn't contain other family's data
+      categories_csv = zip.read("categories.csv")
+      assert categories_csv.include?(@category.name)
+      refute categories_csv.include?(other_category.name)
+
+      # Check NDJSON doesn't contain other family's data
+      ndjson_content = zip.read("all.ndjson")
+      refute ndjson_content.include?(other_account.id)
+      refute ndjson_content.include?(other_category.id)
+    end
+  end
+end

test/models/family_export_test.rb

@@ -0,0 +1,7 @@
+require "test_helper"
+
+class FamilyExportTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/system/transactions_test.rb

@@ -34,6 +34,7 @@ class TransactionsTest < ApplicationSystemTestCase
 
     within "form#transactions-search" do
       fill_in "Search transactions ...", with: @transaction.name
+      find("#q_search").send_keys(:tab) # Trigger blur to submit form
     end
 
     assert_selector "#" + dom_id(@transaction), count: 1