Start and end balance breakdown in activity view (#2466)

* Initial data objects

* Remove trend calculator

* Fill in balance reconciliation for entry group

* Initial tooltip component

* Balance trends in activity view

* Lint fixes

* trade partial alignment fix

* Tweaks to balance calculation to acknowledge holdings value better

* More lint fixes

* Bump brakeman dep

* Test fixes

* Remove unused class

.ai/cursorrules.md

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

.cursor/rules/cursor_rules.mdc

@@ -0,0 +1,53 @@
+---
+description: Guidelines for creating and maintaining Cursor rules to ensure consistency and effectiveness.
+globs: .cursor/rules/*.mdc
+alwaysApply: true
+---
+
+- **Required Rule Structure:**
+  ```markdown
+  ---
+  description: Clear, one-line description of what the rule enforces
+  globs: path/to/files/*.ext, other/path/**/*
+  alwaysApply: boolean
+  ---
+
+  - **Main Points in Bold**
+    - Sub-points with details
+    - Examples and explanations
+  ```
+
+- **File References:**
+  - Use `[filename](mdc:path/to/file)` ([filename](mdc:filename)) to reference files
+  - Example: [prisma.mdc](mdc:.cursor/rules/prisma.mdc) for rule references
+  - Example: [schema.prisma](mdc:prisma/schema.prisma) for code references
+
+- **Code Examples:**
+  - Use language-specific code blocks
+  ```typescript
+  // ✅ DO: Show good examples
+  const goodExample = true;
+  
+  // ❌ DON'T: Show anti-patterns
+  const badExample = false;
+  ```
+
+- **Rule Content Guidelines:**
+  - Start with high-level overview
+  - Include specific, actionable requirements
+  - Show examples of correct implementation
+  - Reference existing code when possible
+  - Keep rules DRY by referencing other rules
+
+- **Rule Maintenance:**
+  - Update rules when new patterns emerge
+  - Add examples from actual codebase
+  - Remove outdated patterns
+  - Cross-reference related rules
+
+- **Best Practices:**
+  - Use bullet points for clarity
+  - Keep descriptions concise
+  - Include both DO and DON'T examples
+  - Reference actual code over theoretical examples
+  - Use consistent formatting across rules 

.cursor/rules/general-rules.mdc

@@ -0,0 +1,21 @@
+---
+description: Miscellaneous rules to get the AI to behave
+globs: *
+alwaysApply: true
+---
+# General rules for AI 
+
+- Use `Current.user` for the current user. Do NOT use `current_user`.
+- Use `Current.family` for the current family. Do NOT use `current_family`.
+- Prior to generating any code, carefully read the project conventions and guidelines
+  - Read [project-design.mdc](mdc:.cursor/rules/project-design.mdc) to understand the codebase
+  - Read [project-conventions.mdc](mdc:.cursor/rules/project-conventions.mdc) to understand _how_ to write code for the codebase
+  - Read [ui-ux-design-guidelines.mdc](mdc:.cursor/rules/ui-ux-design-guidelines.mdc) to understand how to implement frontend code specifically
+- Ignore i18n methods and files. Hardcode strings in English for now to optimize speed of development.
+
+## Prohibited actions
+
+- 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

.cursor/rules/project-conventions.mdc

@@ -0,0 +1,73 @@
+---
+description: 
+globs: 
+alwaysApply: true
+---
+This rule serves as high-level documentation for how you should write code for the Maybe codebase. 
+
+## Project Tech Stack
+
+- Web framework: Ruby on Rails
+  - Minitest + fixtures for testing
+  - Propshaft for asset pipeline
+  - Hotwire Turbo/Stimulus for SPA-like UI/UX
+  - TailwindCSS for styles
+  - Lucide Icons for icons
+  - OpenAI for AI chat
+- Database: PostgreSQL
+- Jobs: Sidekiq + Redis
+- External
+  - Payments: Stripe
+  - User bank data syncing: Plaid 
+  - Market data: Synth (our custom API)
+
+## Project conventions
+
+These conventions should be used when writing code for Maybe.
+
+### Convention 1: Minimize dependencies, vanilla Rails is plenty
+
+Dependencies are a natural part of building software, but we aim to minimize them when possible to keep this open-source codebase easy to understand, maintain, and contribute to.
+
+- Push Rails to its limits before adding new dependencies
+- When a new dependency is added, there must be a strong technical or business reason to add it
+- When adding dependencies, you should favor old and reliable over new and flashy 
+
+### Convention 2: Leverage POROs and concerns over "service objects"
+
+This codebase adopts a "skinny controller, fat models" convention.  Furthermore, we put almost _everything_ directly in the `app/models/` folder and avoid separate folders for business logic such as `app/services/`.
+
+- Organize large pieces of business logic into Rails concerns and POROs (Plain ole' Ruby Objects)
+- While a Rails concern _may_ offer shared functionality (i.e. "duck types"), it can also be a "one-off" concern that is only included in one place for better organization and readability.
+- When concerns are used for code organization, they should be organized around the "traits" of a model; not for simply moving code to another spot in the codebase.
+- When possible, models should answer questions about themselves—for example, we might have a method, `account.balance_series` that returns a time-series of the account's most recent balances.  We prefer this over something more service-like such as `AccountSeries.new(account).call`.
+
+### Convention 3: Leverage Hotwire, write semantic HTML, CSS, and JS, prefer server-side solutions
+
+- Native HTML is always preferred over JS-based components
+  - Example 1: Use `<dialog>` element for modals instead of creating a custom component
+  - Example 2: Use `<details><summary>...</summary></details>` for disclosures rather than custom components
+- Leverage Turbo frames to break up the page over JS-driven client-side solutions
+  - Example 1: A good example of turbo frame usage is in [application.html.erb](mdc:app/views/layouts/application.html.erb) where we load [chats_controller.rb](mdc:app/controllers/chats_controller.rb) actions in a turbo frame in the global layout
+- Leverage query params in the URL for state over local storage and sessions.  If absolutely necessary, utilize the DB for persistent state.
+- Use Turbo streams to enhance functionality, but do not solely depend on it
+- Format currencies, numbers, dates, and other values server-side, then pass to Stimulus controllers for display only
+- Keep client-side code for where it truly shines.  For example, @bulk_select_controller.js is a case where server-side solutions would degrade the user experience significantly.  When bulk-selecting entries, client-side solutions are the way to go and Stimulus provides the right toolset to achieve this.
+- 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.
+
+### Convention 4: Optimize for simplicitly and clarity
+
+All code should maximize readability and simplicity.
+
+- Prioritize good OOP domain design over performance
+- Only focus on performance for critical and global areas of the codebase; otherwise, don't sweat the small stuff.
+  - Example 1: be mindful of loading large data payloads in global layouts
+  - Example 2: Avoid N+1 queries
+
+### Convention 5: Use ActiveRecord for complex validations, DB for simple ones, keep business logic out of DB
+
+- Enforce `null` checks, unique indexes, and other simple validations in the DB
+- ActiveRecord validations _may_ mirror the DB level ones, but not 100% necessary.  These are for convenience when error handling in forms.  Always prefer client-side form validation when possible.
+- Complex validations and business logic should remain in ActiveRecord

.cursor/rules/project-design.mdc

@@ -0,0 +1,249 @@
+---
+description: This rule explains the system architecture and data flow of the Rails app
+globs: *
+alwaysApply: true
+---
+
+This file outlines how the codebase is structured and how data flows through the app.
+
+This is a personal finance application built in Ruby on Rails.  The primary domain entities for this app are outlined below.  For an authoritative overview of the relationships, [schema.rb](mdc:db/schema.rb) is the source of truth.
+
+## App Modes
+
+The Maybe app runs in two distinct "modes", dictated by `Rails.application.config.app_mode`, which can be `managed` or `self_hosted`.
+
+- "Managed" - in managed mode, the Maybe team operates and manages servers for users
+- "Self Hosted" - in self hosted mode, users host the Maybe app on their own infrastructure, typically through Docker Compose.  We have an example [docker-compose.example.yml](mdc:docker-compose.example.yml) file that runs [Dockerfile](mdc:Dockerfile) for this mode.
+
+## Families and Users
+
+- `Family` - all Stripe subscriptions, financial accounts, and the majority of preferences are stored at the [family.rb](mdc:app/models/family.rb) level.
+- `User` - all [session.rb](mdc:app/models/session.rb) happen at the [user.rb](mdc:app/models/user.rb) level.  A user belongs to a `Family` and can either be an `admin` or a `member`.  Typically, a `Family` has a single admin, or "head of household" that manages finances while there will be several `member` users who can see the family's finances from varying perspectives.
+
+## Currency Preference
+
+Each `Family` selects a currency preference.  This becomes the "main" currency in which all records are "normalized" to via [exchange_rate.rb](mdc:app/models/exchange_rate.rb) records so that the Maybe app can calculate metrics, historical graphs, and other insights in a single family currency.
+
+## Accounts
+
+The center of the app's domain is the [account.rb](mdc:app/models/account.rb).  This represents a single financial account that has a `balance` and `currency`.  For example, an `Account` could be "Chase Checking", which is a single financial account at Chase Bank.  A user could have multiple accounts at a single institution (i.e. "Chase Checking", "Chase Credit Card", "Chase Savings") or an account could be a standalone account, such as "My Home" (a primary residence).
+
+### Accountables
+
+In the app, [account.rb](mdc:app/models/account.rb) is a Rails "delegated type" with the following subtypes (separate DB tables).  Each account has a `classification` or either `asset` or `liability`.  While the types are a flat hierarchy, below, they have been organized by their classification:
+
+- Asset accountables
+  - [depository.rb](mdc:app/models/depository.rb) - a typical "bank account" such as a savings or checking account
+  - [investment.rb](mdc:app/models/investment.rb) - an account that has "holdings" such as a brokerage, 401k, etc.
+  - [crypto.rb](mdc:app/models/crypto.rb) - an account that tracks the value of one or more crypto holdings
+  - [property.rb](mdc:app/models/property.rb) - an account that tracks the value of a physical property such as a house or rental property
+  - [vehicle.rb](mdc:app/models/vehicle.rb) - an account that tracks the value of a vehicle
+  - [other_asset.rb](mdc:app/models/other_asset.rb) - an asset that cannot be classified by the other account types.  For example, "jewelry".
+- Liability accountables
+  - [credit_card.rb](mdc:app/models/credit_card.rb) - an account that tracks the debt owed on a credit card
+  - [loan.rb](mdc:app/models/loan.rb) - an account that tracks the debt owed on a loan (i.e. mortgage, student loan)
+  - [other_liability.rb](mdc:app/models/other_liability.rb) - a liability that cannot be classified by the other account types.  For example, "IOU to a friend"
+
+### Account Balances
+
+An account [balance.rb](mdc:app/models/account/balance.rb) represents a single balance value for an account on a specific `date`.  A series of balance records is generated daily for each account and is how we show a user's historical balance graph.  
+
+- For simple accounts like a "Checking Account", the balance represents the amount of cash in the account for a date.  
+- For a more complex account like "Investment Brokerage", the `balance` represents the combination of the "cash balance" + "holdings value".  Each accountable type has different components that make up the "balance", but in all cases, the "balance" represents "How much the account is worth" (when `classification` is `asset`) or "How much is owed on the account" (when `classification` is `liability`)
+
+All balances are calculated daily by [balance_calculator.rb](mdc:app/models/account/balance_calculator.rb).
+
+### Account Holdings
+
+An account [holding.rb](mdc:app/models/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, [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/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/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/entryable.rb) records: 
+
+- `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/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
+- Must be the same currency
+- Must be opposite values
+
+There are two primary forms of a transfer:
+
+- Regular transfer - a normal movement of money between two accounts.  For example, "Transfer $500 from Checking account to Brokerage account". 
+- Debt payment - a special form of transfer where the _receiver_ of funds is a [loan.rb](mdc:app/models/loan.rb) type account.  
+
+Regular transfers are typically _excluded_ from income and expense calculations while a debt payment is considered an "expense".
+
+## Plaid Items
+
+A [plaid_item.rb](mdc:app/models/plaid_item.rb) represents a "connection" maintained by our external data provider, Plaid in the "hosted" mode of the app.  An "Item" has 1 or more [plaid_account.rb](mdc:app/models/plaid_account.rb) records, which are each associated 1:1 with an internal Maybe [account.rb](mdc:app/models/account.rb).
+
+All relevant metadata about the item and its underlying accounts are stored on [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb), while the "normalized" data is then stored on internal Maybe domain models.
+
+## "Syncs"
+
+The Maybe app has the concept of a [syncable.rb](mdc:app/models/concerns/syncable.rb), which represents any model which can have its data "synced" in the background.  "Syncables" include:
+
+- `Account` - an account "sync" will sync account holdings, balances, and enhance transaction metadata
+- `PlaidItem` - a Plaid Item "sync" fetches data from Plaid APIs, normalizes that data, stores it on internal Maybe models, and then finally performs an "Account sync" for each of the underlying accounts created from the Plaid Item.
+- `Family` - a Family "sync" loops through the family's Plaid Items and individual Accounts and "syncs" each of them.  A family is synced once per day, automatically through [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).
+
+Each "sync" creates a [sync.rb](mdc:app/models/sync.rb) record in the database, which keeps track of the status of the sync, any errors that it encounters, and acts as an "audit table" for synced data.
+
+Below are brief descriptions of each type of sync in more detail.
+
+### Account Syncs
+
+The most important type of sync is the account sync.  It is orchestrated by the account's `sync_data` method, which performs a few important tasks:
+
+- Auto-matches transfer records for the account
+- Calculates daily [balance.rb](mdc:app/models/account/balance.rb) records for the account from `account.start_date` to `Date.current` using [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb)
+  - Balances are dependent on the calculation of [holding.rb](mdc:app/models/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/entry.rb) is updated.
+
+### Plaid Item Syncs
+
+A Plaid Item sync is an ETL (extract, transform, load) operation:
+
+1. [plaid_item.rb](mdc:app/models/plaid_item.rb) fetches data from the external Plaid API
+2. [plaid_item.rb](mdc:app/models/plaid_item.rb) creates and loads this data to [plaid_account.rb](mdc:app/models/plaid_account.rb) records
+3. [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb) transform and load data to [account.rb](mdc:app/models/account.rb) and [entry.rb](mdc:app/models/entry.rb), the internal Maybe representations of the data.
+
+### Family Syncs
+
+A family sync happens once daily via [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).  A family sync is an "orchestrator" of Account and Plaid Item syncs.
+
+## Data Providers
+
+The Maybe app utilizes several 3rd party data services to calculate historical account balances, enrich data, and more.  Since the app can be run in both "hosted" and "self hosted" mode, this means that data providers are _optional_ for self hosted users and must be configured.
+
+Because of this optionality, data providers must be configured at _runtime_ through [registry.rb](mdc:app/models/provider/registry.rb) utilizing [setting.rb](mdc:app/models/setting.rb) for runtime parameters like API keys:
+
+There are two types of 3rd party data in the Maybe app:
+
+1. "Concept" data
+2. One-off data
+
+### "Concept" data
+
+Since the app is self hostable, users may prefer using different providers for generic data like exchange rates and security prices.  When data is generic enough where we can easily swap out different providers, we call it a data "concept".
+
+Each "concept" has an interface defined in the `app/models/provider/concepts` directory.
+
+```
+app/models/
+  exchange_rate/
+    provided.rb # <- Responsible for selecting the concept provider from the registry
+  provider.rb # <- Base provider class
+  provider/
+    registry.rb <- Defines available providers by concept
+    concepts/
+      exchange_rate.rb <- defines the interface required for the exchange rate concept
+    synth.rb # <- Concrete provider implementation
+```
+
+### One-off data
+
+For data that does not fit neatly into a "concept", an interface is not required and the concrete provider may implement ad-hoc methods called directly in code.  For example, the [synth.rb](mdc:app/models/provider/synth.rb) provider has a `usage` method that is only applicable to this specific provider.  This should be called directly without any abstractions:
+
+```rb
+class SomeModel < Application
+  def synth_usage
+    Provider::Registry.get_provider(:synth)&.usage
+  end
+end
+```
+
+## "Provided" Concerns
+
+In general, domain models should not be calling [registry.rb](mdc:app/models/provider/registry.rb) directly.  When 3rd party data is required for a domain model, we use the `Provided` concern within that model's namespace.  This concern is primarily responsible for:
+
+- Choosing the provider to use for this "concept"
+- Providing convenience methods on the model for accessing data
+
+For example, [exchange_rate.rb](mdc:app/models/exchange_rate.rb) has a [provided.rb](mdc:app/models/exchange_rate/provided.rb) concern with the following convenience methods:
+
+```rb
+module ExchangeRate::Provided
+  extend ActiveSupport::Concern
+
+  class_methods do
+    def provider
+      registry = Provider::Registry.for_concept(:exchange_rates)
+      registry.get_provider(:synth)
+    end
+
+    def find_or_fetch_rate(from:, to:, date: Date.current, cache: true)
+      # Implementation 
+    end
+
+    def sync_provider_rates(from:, to:, start_date:, end_date: Date.current)
+      # Implementation 
+    end
+  end
+end
+```
+
+This exposes a generic access pattern where the caller does not care _which_ provider has been chosen for the concept of exchange rates and can get a predictable response:
+
+```rb
+def access_patterns_example
+  # Call exchange rate provider directly
+  ExchangeRate.provider.fetch_exchange_rate(from: "USD", to: "CAD", date: Date.current)
+
+  # Call convenience method
+  ExchangeRate.sync_provider_rates(from: "USD", to: "CAD", start_date: 2.days.ago.to_date)
+end
+```
+
+## Concrete provider implementations
+
+Each 3rd party data provider should have a class under the `Provider::` namespace that inherits from `Provider` and returns `with_provider_response`, which will return a `Provider::ProviderResponse` object:
+
+```rb
+class ConcreteProvider < Provider
+  def fetch_some_data
+    with_provider_response do
+      ExampleData.new(
+        example: "data"
+      )
+    end
+  end
+end
+```
+
+The `with_provider_response` automatically catches provider errors, so concrete provider classes should raise when valid data is not possible:
+
+```rb
+class ConcreteProvider < Provider
+  def fetch_some_data
+    with_provider_response do
+      data = nil
+
+      # Raise an error if data cannot be returned
+      raise ProviderError.new("Could not find the data you need") if data.nil?
+
+      data
+    end
+  end
+end
+```

.cursor/rules/self_improve.mdc

@@ -0,0 +1,72 @@
+---
+description: Guidelines for continuously improving Cursor rules based on emerging code patterns and best practices.
+globs: **/*
+alwaysApply: true
+---
+
+- **Rule Improvement Triggers:**
+  - New code patterns not covered by existing rules
+  - Repeated similar implementations across files
+  - Common error patterns that could be prevented
+  - New libraries or tools being used consistently
+  - Emerging best practices in the codebase
+
+- **Analysis Process:**
+  - Compare new code with existing rules
+  - Identify patterns that should be standardized
+  - Look for references to external documentation
+  - Check for consistent error handling patterns
+  - Monitor test patterns and coverage
+
+- **Rule Updates:**
+  - **Add New Rules When:**
+    - A new technology/pattern is used in 3+ files
+    - Common bugs could be prevented by a rule
+    - Code reviews repeatedly mention the same feedback
+    - New security or performance patterns emerge
+
+  - **Modify Existing Rules When:**
+    - Better examples exist in the codebase
+    - Additional edge cases are discovered
+    - Related rules have been updated
+    - Implementation details have changed
+
+- **Example Pattern Recognition:**
+  ```typescript
+  // If you see repeated patterns like:
+  const data = await prisma.user.findMany({
+    select: { id: true, email: true },
+    where: { status: 'ACTIVE' }
+  });
+  
+  // Consider adding to [prisma.mdc](mdc:.cursor/rules/prisma.mdc):
+  // - Standard select fields
+  // - Common where conditions
+  // - Performance optimization patterns
+  ```
+
+- **Rule Quality Checks:**
+  - Rules should be actionable and specific
+  - Examples should come from actual code
+  - References should be up to date
+  - Patterns should be consistently enforced
+
+- **Continuous Improvement:**
+  - Monitor code review comments
+  - Track common development questions
+  - Update rules after major refactors
+  - Add links to relevant documentation
+  - Cross-reference related rules
+
+- **Rule Deprecation:**
+  - Mark outdated patterns as deprecated
+  - Remove rules that no longer apply
+  - Update references to deprecated rules
+  - Document migration paths for old patterns
+
+- **Documentation Updates:**
+  - Keep examples synchronized with code
+  - Update references to external docs
+  - Maintain links between related rules
+  - Document breaking changes
+Follow [cursor_rules.mdc](mdc:.cursor/rules/cursor_rules.mdc) for proper rule formatting and structure.

.cursor/rules/stimulus_conventions.mdc

@@ -0,0 +1,64 @@
+---
+description: 
+globs: 
+alwaysApply: false
+---
+This rule describes how to write Stimulus controllers.
+
+- **Use declarative actions, not imperative event listeners**
+  - Instead of assigning a Stimulus target and binding it to an event listener in the initializer, always write Controllers + ERB views declaratively by using Stimulus actions in ERB to call methods in the Stimulus JS controller.  Below are good vs. bad code.
+
+  BAD code:
+
+  ```js
+  // BAD!!!! DO NOT DO THIS!!
+  // Imperative - controller does all the work
+  export default class extends Controller {
+    static targets = ["button", "content"]
+
+    connect() {
+      this.buttonTarget.addEventListener("click", this.toggle.bind(this))
+    }
+
+    toggle() {
+      this.contentTarget.classList.toggle("hidden")
+      this.buttonTarget.textContent = this.contentTarget.classList.contains("hidden") ? "Show" : "Hide"
+    }
+  }
+  ```
+
+  GOOD code:
+
+  ```erb
+  <!-- Declarative - HTML declares what happens -->
+
+  <div data-controller="toggle">
+    <button data-action="click->toggle#toggle" data-toggle-target="button">Show</button>
+    <div data-toggle-target="content" class="hidden">Hello World!</div>
+  </div>
+  ```
+
+  ```js
+  // Declarative - controller just responds
+  export default class extends Controller {
+    static targets = ["button", "content"]
+
+    toggle() {
+      this.contentTarget.classList.toggle("hidden")
+      this.buttonTarget.textContent = this.contentTarget.classList.contains("hidden") ? "Show" : "Hide"
+    }
+  }
+  ```
+
+- **Keep Stimulus controllers lightweight and simple**
+  - Always aim for less than 7 controller targets. Any more is a sign of too much complexity.
+  - Use private methods and expose a clear public API
+
+- **Keep Stimulus controllers focused on what they do best**
+  - Domain logic does NOT belong in a Stimulus controller
+  - Stimulus controllers should aim for a single responsibility, or a group of highly related responsibilities
+  - Make good use of Stimulus's callbacks, actions, targets, values, and classes
+
+- **Component controllers should not be used outside the component**
+  - If a Stimulus controller is in the app/components directory, it should only be used in its component view. It should not be used anywhere in app/views.
+

.cursor/rules/testing.mdc

@@ -0,0 +1,87 @@
+---
+description: 
+globs: test/**
+alwaysApply: false
+---
+Use this rule to learn how to write tests for the Maybe codebase.
+
+Due to the open-source nature of this project, we have chosen Minitest + Fixtures for testing to maximize familiarity and predictability.
+
+- **General testing rules**
+  - Always use Minitest and fixtures for testing, NEVER rspec or factories
+  - 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 to help create the records needed for the test, then inline the creation. For example, [entries_test_helper.rb](mdc:test/support/entries_test_helper.rb) provides helpers to easily do this.
+
+- **Write minimal, effective tests**
+  - Use system tests sparingly as they increase the time to complete the test suite
+  - Only write tests for critical and important code paths
+  - Write tests as you go, when required
+  - Take a practical approach to testing.  Tests are effective when their presence _significantly increases confidence in the codebase_.
+
+  Below are examples of necessary vs. unnecessary tests:
+
+  ```rb
+  # GOOD!!
+  # Necessary test - in this case, we're testing critical domain business logic
+  test "syncs balances" do
+    Holding::Syncer.any_instance.expects(:sync_holdings).returns([]).once
+
+    @account.expects(:start_date).returns(2.days.ago.to_date)
+
+    Balance::ForwardCalculator.any_instance.expects(:calculate).returns(
+      [
+        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
+      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 = Balance.new(balance: 100, currency: "USD")
+
+    assert balance_record.save
+  end
+  ```
+
+- **Test boundaries correctly**
+  - Distinguish between commands and query methods. Test output of query methods; test that commands were called with the correct params. See an example below:
+
+  ```rb
+  class ExampleClass
+    def do_something
+      result = 2 + 2
+
+      CustomEventProcessor.process_result(result)
+
+      result
+    end
+  end
+
+  class ExampleClass < ActiveSupport::TestCase
+    test "boundaries are tested correctly" do 
+      result = ExampleClass.new.do_something
+
+      # GOOD - we're only testing that the command was received, not internal implementation details
+      # The actual tests for CustomEventProcessor belong in a different test suite!
+      CustomEventProcessor.expects(:process_result).with(4).once
+
+      # GOOD - we're testing the implementation of ExampleClass inside its own test suite
+      assert_equal 4, result
+    end
+  end
+  ```
+
+  - Never test the implementation details of one class in another classes test suite
+
+- **Stubs and mocks**
+  - Use `mocha` gem 
+  - Always prefer `OpenStruct` when creating mock instances, or in complex cases, a mock class
+  - Only mock what's necessary. If you're not testing return values, don't mock a return value.
+
+

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

@@ -0,0 +1,22 @@
+---
+description: This file describes Maybe's design system and how views should be styled
+globs: app/views/**,app/helpers/**,app/javascript/controllers/**
+alwaysApply: true
+---
+Use the rules below when:
+
+- You are writing HTML
+- You are writing CSS
+- You are writing styles in a JavaScript Stimulus controller
+
+## Rules for AI (mandatory)
+
+The codebase uses TailwindCSS v4.x (the newest version) with a custom design system defined in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css)
+
+- Always start by referencing [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) to see the base primitives, functional tokens, and component tokens we use in the codebase
+- Always prefer using the functional "tokens" defined in @maybe-design-system.css when possible.
+  - Example 1: use `text-primary` rather than `text-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

.cursor/rules/view_conventions.mdc

@@ -0,0 +1,100 @@
+---
+description: 
+globs: app/views/**,app/javascript/**,app/components/**/*.js
+alwaysApply: false
+---
+Use this rule to learn how to write ERB views, partials, and Stimulus controllers should be incorporated into them.
+
+- **Component vs. Partial Decision Making**
+  - **Use ViewComponents when:**
+    - Element has complex logic or styling patterns
+    - Element will be reused across multiple views/contexts
+    - Element needs structured styling with variants/sizes (like buttons, badges)
+    - Element requires interactive behavior or Stimulus controllers
+    - Element has configurable slots or complex APIs
+    - Element needs accessibility features or ARIA support
+  
+  - **Use Partials when:**
+    - Element is primarily static HTML with minimal logic
+    - Element is used in only one or few specific contexts
+    - Element is simple template content (like CTAs, static sections)
+    - Element doesn't need variants, sizes, or complex configuration
+    - Element is more about content organization than reusable functionality
+
+- **Prefer components over partials**
+  - If there is a component available for the use case in app/components, use it
+  - If there is no component, look for a partial
+  - If there is no partial, decide between component or partial based on the criteria above
+
+- **Examples of Component vs. Partial Usage**
+  ```erb
+  <%# Component: Complex, reusable with variants and interactivity %>
+  <%= render DialogComponent.new(variant: :drawer) do |dialog| %>
+    <% dialog.with_header(title: "Account Settings") %>
+    <% dialog.with_body { "Dialog content here" } %>
+  <% end %>
+  
+  <%# Component: Interactive with complex styling options %>
+  <%= render ButtonComponent.new(text: "Save Changes", variant: "primary", confirm: "Are you sure?") %>
+  
+  <%# Component: Reusable with variants %>
+  <%= render FilledIconComponent.new(icon: "credit-card", variant: :surface) %>
+  
+  <%# Partial: Static template content %>
+  <%= render "shared/logo" %>
+  
+  <%# Partial: Simple, context-specific content with basic styling %>
+  <%= render "shared/trend_change", trend: @account.trend, comparison_label: "vs last month" %>
+  
+  <%# Partial: Simple divider/utility %>
+  <%= render "shared/ruler", classes: "my-4" %>
+  
+  <%# Partial: Simple form utility %>
+  <%= render "shared/form_errors", model: @account %>
+  ```
+
+- **Keep domain logic out of the views**
+   ```erb
+    <%# BAD!!! %>
+
+    <%# This belongs in the component file, not the template file! %>
+    <% button_classes = { class: "bg-blue-500 hover:bg-blue-600" } %>
+
+    <%= tag.button class: button_classes do %>
+      Save Account
+    <% end %>
+
+    <%# GOOD! %>
+
+    <%= tag.button class: computed_button_classes do %>
+      Save Account
+    <% end %>
+    ```
+
+- **Stimulus Integration in Views**
+  - Always use the **declarative approach** when integrating Stimulus controllers
+  - The ERB template should declare what happens, the Stimulus controller should respond
+  - Refer to [stimulus_conventions.mdc](mdc:.cursor/rules/stimulus_conventions.mdc) to learn how to incorporate them into 
+
+  GOOD Stimulus controller integration into views:
+
+  ```erb
+  <!-- Declarative - HTML declares what happens -->
+
+  <div data-controller="toggle">
+    <button data-action="click->toggle#toggle" data-toggle-target="button">Show</button>
+    <div data-toggle-target="content" class="hidden">Hello World!</div>
+  </div>
+  ```
+
+- **Stimulus Controller Placement Guidelines**
+  - **Component controllers** (in `app/components/`) should only be used within their component templates
+  - **Global controllers** (in `app/javascript/controllers/`) can be used across any view
+  - Pass data from Rails to Stimulus using `data-*-value` attributes, not inline JavaScript
+  - Use Stimulus targets to reference DOM elements, not manual `getElementById` calls
+
+- **Naming Conventions**
+  - **Components**: Use `ComponentName` suffix (e.g., `ButtonComponent`, `DialogComponent`, `FilledIconComponent`)
+  - **Partials**: Use underscore prefix (e.g., `_trend_change.html.erb`, `_form_errors.html.erb`, `_sync_indicator.html.erb`)
+  - **Shared partials**: Place in `app/views/shared/` directory for reusable content
+  - **Context-specific partials**: Place in relevant controller view directory (e.g., `accounts/_account_sidebar_tabs.html.erb`)

.devcontainer/Dockerfile

@@ -1,4 +1,4 @@
-ARG RUBY_VERSION=3.3.4
+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

.devcontainer/docker-compose.yml

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

.env.example

@@ -1,24 +1,31 @@
-# ================================ PLEASE READ ==========================================
-# This file outlines all the possible environment variables supported by the Maybe app.
-# 
-# This includes several features that are for our "hosted" version of Maybe, which most 
-# open-source contributors won't need.
+# ================================ PLEASE READ ===========================================================
+# This file outlines all the possible environment variables supported by the Maybe app for self hosting.
 #
-# If you are developing locally, you should be referencing `.env.local.example` instead.
-# =======================================================================================
+# If you're a developer setting up your local environment, please use `.env.local.example` instead.
+# ========================================================================================================
+
+# Required self-hosting vars
+# --------------------------------------------------------------------------------------------------------
+
+# Enables self hosting features (should be set to true unless you know what you're doing)
+SELF_HOSTED=true
+
+# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
+# Has to be a random string, generated eg. by running `openssl rand -hex 64`
+SECRET_KEY_BASE=secret-value
+
+# Optional self-hosting vars
+# --------------------------------------------------------------------------------------------------------
+
+# Optional: Synth API Key for exchange rates + stock prices
+# (you can also set this in your self-hosted settings page)
+# Get it here: https://synthfinance.com/
+SYNTH_API_KEY=
 
 # Custom port config
 # For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
 PORT=3000
 
-# Exchange Rate & US Stock Pricing API
-# This is used to convert between different currencies in the app. In addition, it fetches US stock prices. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
-SYNTH_API_KEY=
-
-# Non-US Stock Pricing API
-# This is used to fetch non-US stock prices. We use Marketstack.com for this and while they offer a free tier, it is quite limited. You'll almost certainly need their Basic plan, which is $9.99 per month.
-MARKETSTACK_API_KEY=
-
 # SMTP Configuration
 # This is only needed if you intend on sending emails from your Maybe instance (such as for password resets or email financial reports).
 # Resend.com is a good option that offers a free tier for sending emails.
@@ -41,60 +48,28 @@ POSTGRES_USER=postgres
 # This is the domain that your Maybe instance will be hosted at. It is used to generate links in emails and other places.
 APP_DOMAIN=
 
-## Error and Performance Monitoring
-# The app uses Sentry to monitor errors and performance. In reality, you likely don't need this unless you're deploying Maybe to many users.
-SENTRY_DSN=
-
-# If enabled, an invite code generated by `rake invites:create` is required to sign up as a new user.
-# This is useful for controlling who can sign up for your Maybe instance.
-REQUIRE_INVITE_CODE=false
-
-# Enables self hosting features (should be set to true for most folks)
-SELF_HOSTED=true
-
-# The hosting platform used to deploy the app (e.g. "render")
-# `localhost` (or unset) is used for local development and testing
-HOSTING_PLATFORM=localhost
-
-# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
-# Has to be a random string, generated eg. by running `openssl rand -hex 64`
-SECRET_KEY_BASE=secret-value
-
 # Disable enforcing SSL connections
 # DISABLE_SSL=true
 
-# ======================================================================================================
-# Upgrades Module - responsible for triggering upgrade alerts, prompts, and auto-upgrade functionality
-# ======================================================================================================
-#
-# UPGRADES_ENABLED: Enables Upgrader class functionality.
-# UPGRADES_MODE: Controls how the app will upgrade. `manual` means the user must manually upgrade the app. `auto` means the app will upgrade automatically (great for self-hosting)
-# UPGRADES_TARGET: Controls what the app will upgrade to. `release` means the app will upgrade to the latest release. `commit` means the app will upgrade to the latest commit.
-#
-UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development
-UPGRADES_MODE=manual # `manual` or `auto`
-UPGRADES_TARGET=release # `release` or `commit`
-
-
-# ======================================================================================================
-# Git Repository Module - responsible for fetching latest commit data for upgrades
-# ======================================================================================================
-#
-GITHUB_REPO_OWNER=maybe-finance
-GITHUB_REPO_NAME=maybe
-GITHUB_REPO_BRANCH=main
+# Active Record Encryption Keys (Optional)
+# These keys are used to encrypt sensitive data like API keys in the database.
+# If not provided, they will be automatically generated based on your SECRET_KEY_BASE.
+# You can generate your own keys by running: rails db:encryption:init
+# ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY=
+# ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY=
+# ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT=
 
 # ======================================================================================================
 # Active Storage Configuration - responsible for storing file uploads
 # ======================================================================================================
 #
-# * Defaults to disk storage but you can also use Amazon S3, Google Cloud Storage, or Microsoft Azure Storage.
+# * Defaults to disk storage but you can also use Amazon S3 or Cloudflare R2
 # * Set the appropriate environment variables to use these services.
 # * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
 #
 # Amazon S3
 # ==========
-# ACTIVE_STORAGE_SERVICE=amazon
+# ACTIVE_STORAGE_SERVICE=amazon <- Enables Amazon S3 storage
 # S3_ACCESS_KEY_ID=
 # S3_SECRET_ACCESS_KEY=
 # S3_REGION= # defaults to `us-east-1` if not set
@@ -102,16 +77,9 @@ GITHUB_REPO_BRANCH=main
 #
 # Cloudflare R2
 # =============
-# ACTIVE_STORAGE_SERVICE=cloudflare
+# ACTIVE_STORAGE_SERVICE=cloudflare <- Enables Cloudflare R2 storage
 # CLOUDFLARE_ACCOUNT_ID=
 # CLOUDFLARE_ACCESS_KEY_ID=
 # CLOUDFLARE_SECRET_ACCESS_KEY=
 # CLOUDFLARE_BUCKET=
-
-# ======================================================================================================
-# Billing Module - responsible for handling billing
-# ======================================================================================================
 #
-STRIPE_PUBLISHABLE_KEY=
-STRIPE_SECRET_KEY=
-STRIPE_WEBHOOK_SECRET=

.env.local.example

@@ -3,6 +3,3 @@ SELF_HOSTED=false
 
 # Enable Synth market data (careful, this will use your API credits)
 SYNTH_API_KEY=yourapikeyhere
-
-# Enable Marketstack market data (careful, this will use your API credits)
-MARKETSTACK_API_KEY=yourapikeyhere

.env.test

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

.env.test.example

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

.github/ISSUE_TEMPLATE/bug_report.md

@@ -1,33 +1,61 @@
 ---
 name: Bug report
-about: Create a report to help us improve
-title: 'Bug: '
-labels: ":bug: Bug"
+about: Open a bug report when you experience broken functionality within the latest
+  version of the Maybe app
+title: 'Bug: [Add descriptive title here]'
+labels: ''
 assignees: ''
 
 ---
 
-**Describe the bug**
+## Before you start (required)
+
+### General checklist
+
+- [ ] I have removed personal / sensitive data from screenshots and logs
+- [ ] I have searched [existing issues](https://github.com/maybe-finance/maybe/issues?q=is:issue) and [discussions](https://github.com/maybe-finance/maybe/discussions) to ensure this is not a duplicate issue
+    
+### How are you using Maybe?
+
+- [ ] I am a paying Maybe customer (hosted version)
+  - Paying Maybe users can also open requests in Intercom (if there is sensitive info involved)
+- [ ] I am a self-hosted user
+
+### Self hoster checklist
+
+_Paying, hosted users should delete this entire section._
+
+If you are a self-hosted user, please complete all of the information below.  Issues with incomplete information will be marked as `Needs Info` to help our small team prioritize bug fixes.
+
+- Self hosted app commit SHA (find in user menu): [enter commit sha here]
+  - [ ] I have confirmed that my app's commit is the latest version of Maybe
+- Where are you hosting?
+  - [ ] Render
+  - [ ] Docker Compose
+  - [ ] Umbrel
+  - [ ] Other (please specify)
+
+---
+
+## Bug description
+
 A clear and concise description of what the bug is.
 
-**To Reproduce**
+### To Reproduce
+
+Be as specific as possible so Maybe maintainers can quickly reproduce the bug you're experiencing.
+
 Steps to reproduce the behavior:
+
 1. Go to '...'
 2. Click on '....'
 3. Scroll down to '....'
 4. See error
 
-**Expected behavior**
-A clear and concise description of what you expected to happen.
+### Expected behavior
 
-**What version of Maybe are you using?**
-This could be "Hosted" (i.e. app.maybe.co) or "Self-hosted". If "Self-hosted", please include the version you're currently on.
+What is the intended behavior that you would expect?
 
-**What operating system and browser are you using?**
-The more info the better.
+### Screenshots and/or recordings
 
-**Screenshots / Recordings**
-If applicable, add screenshots or short video recordings to help show the bug in more detail.
-
-**Additional context**
-Add any other context about the problem here.
+We highly recommend providing additional context with screenshots and/or screen recordings.  This will _significantly_ improve the chances of the bug being addressed and fixed quickly.

.github/ISSUE_TEMPLATE/other.md

@@ -7,15 +7,33 @@ assignees: ''
 
 ---
 
-**PLEASE READ before opening an issue:**
+## Before you start (required)
 
-- Is this a feature request?  Please [open a feature request discussion](https://github.com/maybe-finance/maybe/discussions/new?category=feature-requests).
-- Do you need help or have a question?  Please [open a discussion](https://github.com/maybe-finance/maybe/discussions/new/choose) or [join our Discord](https://link.maybe.co/discord) and post to the "help" channel.
+### Is this a bug?
 
-----------------------
+A bug is _broken functionality_ of the app (i.e. it prevents you from using the app).  For bugs, please use the ["Bug Report" template](https://github.com/maybe-finance/maybe/issues) instead.
 
-**Is this issue related to a problem?  Please describe.**
+### Is this a bug with _sensitive info_?
 
-**Describe the work that needs to be done to address this issue**
+If you are a _paying_ Maybe user, you can open a support request in Intercom.
 
-**Additional context**
+### Is this a feature request?
+
+A feature request is functionality that you would like that is not already on our [Roadmap](https://github.com/maybe-finance/maybe/wiki/Roadmap).
+
+All feature requests should be opened in a [Feature request Discussion](https://github.com/maybe-finance/maybe/discussions/categories/feature-requests).
+
+Be sure to search existing discussions prior to opening a new feature request.
+
+### Is this related to Docker and/or hosting for self hosting?
+
+If you are having a Docker configuration issue, please do not open a Github issue unless you've identified a bug in our Dockerfile.  To get help with self hosting, there are several options:
+
+- **First**: Read our [Docker hosting guide](https://github.com/maybe-finance/maybe/tree/main/docs/hosting/docker.md) and follow it step-by-step
+- Open a [Docker Discussion](https://github.com/maybe-finance/maybe/discussions/categories/docker-compose-hosting)
+
+---
+
+## Issue description
+
+If your issue does not fall into the categories above, please provide a **descriptive and complete** overview of your issue.

.github/workflows/ci.yml

@@ -77,7 +77,10 @@ jobs:
     timeout-minutes: 10
 
     env:
+      PLAID_CLIENT_ID: foo
+      PLAID_SECRET: bar
       DATABASE_URL: postgres://postgres:postgres@localhost:5432
+      REDIS_URL: redis://localhost:6379
       RAILS_ENV: test
 
     services:
@@ -90,6 +93,12 @@ jobs:
           - 5432:5432
         options: --health-cmd="pg_isready" --health-interval=10s --health-timeout=5s --health-retries=3
 
+      redis:
+        image: redis
+        ports:
+          - 6379:6379
+        options: --health-cmd="redis-cli ping" --health-interval=10s --health-timeout=5s --health-retries=3
+
     steps:
       - name: Install packages
         run: sudo apt-get update && sudo apt-get install --no-install-recommends -y google-chrome-stable curl libvips postgresql-client libpq-dev

.github/workflows/publish.yml

@@ -1,6 +1,13 @@
 name: Publish Docker image
 
 on:
+  workflow_dispatch:
+    inputs:
+      ref:
+        description: 'Git ref (tag or commit SHA) to build'
+        required: true
+        type: string 
+        default: 'main'
   push:
     tags:
       - 'v*'
@@ -22,6 +29,8 @@ jobs:
     name: Build docker image
     needs: [ ci ]
 
+    timeout-minutes: 60
+
     runs-on: ubuntu-latest
 
     permissions:
@@ -31,6 +40,8 @@ jobs:
     steps:
       - name: Check out the repo
         uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.inputs.ref || github.ref }}
 
       - name: Set up QEMU
         uses: docker/setup-qemu-action@v3
@@ -65,9 +76,10 @@ jobs:
           push: true
           tags: ${{ steps.meta.outputs.tags }}
           labels: ${{ steps.meta.outputs.labels }}
-          platforms: linux/amd64,linux/arm64,linux/arm/v7
+          platforms: 'linux/amd64,linux/arm64'
           cache-from: type=gha
           cache-to: type=gha,mode=max
           provenance: false
           # https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
           outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app
+          build-args: BUILD_COMMIT_SHA=${{ github.sha }}

.gitignore

@@ -6,11 +6,11 @@
 
 # Ignore bundler config.
 /.bundle
+/vendor/bundle
 
 # Ignore all environment files (except templates).
 /.env*
 !/.env*.erb
-!.env.test
 !.env*.example
 
 # Ignore all logfiles and tempfiles.
@@ -62,6 +62,47 @@ gcp-storage-keyfile.json
 
 coverage
 .cursorrules
+.cursor/rules/structure.mdc
+.cursor/rules/agent.mdc
 
 # Ignore node related files
-node_modules
+node_modules
+
+compose.yml
+
+plaid_test_accounts/
+
+# Added by Claude Task Master
+# Logs
+logs
+*.log
+npm-debug.log*
+yarn-debug.log*
+yarn-error.log*
+dev-debug.log
+# Dependency directories
+node_modules/
+# Environment variables
+.env
+# Editor directories and files
+.vscode
+*.suo
+*.ntvs*
+*.njsproj
+*.sln
+*.sw?
+*.roo*
+# OS specific
+# Task files
+.taskmaster/
+tasks.json
+.taskmaster/tasks/
+.taskmaster/reports/
+.taskmaster/state.json
+*.mcp.json
+scripts/
+.cursor/mcp.json
+.taskmasterconfig
+.windsurfrules
+.cursor/rules/dev_workflow.mdc
+.cursor/rules/taskmaster.mdc

.ruby-version

@@ -1 +1 @@
-3.3.4
+3.4.4

CLAUDE.md

@@ -0,0 +1,273 @@
+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Common Development Commands
+
+### Development Server
+- `bin/dev` - Start development server (Rails, Sidekiq, Tailwind CSS watcher)
+- `bin/rails server` - Start Rails server only
+- `bin/rails console` - Open Rails console
+
+### Testing
+- `bin/rails test` - Run all tests
+- `bin/rails test:db` - Run tests with database reset
+- `bin/rails test:system` - Run system tests only (use sparingly - they take longer)
+- `bin/rails test test/models/account_test.rb` - Run specific test file
+- `bin/rails test test/models/account_test.rb:42` - Run specific test at line
+
+### Linting & Formatting
+- `bin/rubocop` - Run Ruby linter
+- `npm run lint` - Check JavaScript/TypeScript code
+- `npm run lint:fix` - Fix JavaScript/TypeScript issues
+- `npm run format` - Format JavaScript/TypeScript code
+- `bin/brakeman` - Run security analysis
+
+### Database
+- `bin/rails db:prepare` - Create and migrate database
+- `bin/rails db:migrate` - Run pending migrations
+- `bin/rails db:rollback` - Rollback last migration
+- `bin/rails db:seed` - Load seed data
+
+### Setup
+- `bin/setup` - Initial project setup (installs dependencies, prepares database)
+
+## Pre-Pull Request CI Workflow
+
+ALWAYS run these commands before opening a pull request:
+
+1. **Tests** (Required):
+   - `bin/rails test` - Run all tests (always required)
+   - `bin/rails test:system` - Run system tests (only when applicable, they take longer)
+
+2. **Linting** (Required):
+   - `bin/rubocop -f github -a` - Ruby linting with auto-correct
+   - `bundle exec erb_lint ./app/**/*.erb -a` - ERB linting with auto-correct
+
+3. **Security** (Required):
+   - `bin/brakeman --no-pager` - Security analysis
+
+Only proceed with pull request creation if ALL checks pass.
+
+## General Development Rules
+
+### Authentication Context
+- Use `Current.user` for the current user. Do NOT use `current_user`.
+- Use `Current.family` for the current family. Do NOT use `current_family`.
+
+### Development Guidelines
+- Prior to generating any code, carefully read the project conventions and guidelines
+- Ignore i18n methods and files. Hardcode strings in English for now to optimize speed of development
+- 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
+
+## High-Level Architecture
+
+### Application Modes
+The Maybe app runs in two distinct modes:
+- **Managed**: The Maybe team operates and manages servers for users (Rails.application.config.app_mode = "managed")
+- **Self Hosted**: Users host the Maybe app on their own infrastructure, typically through Docker Compose (Rails.application.config.app_mode = "self_hosted")
+
+### Core Domain Model
+The application is built around financial data management with these key relationships:
+- **User** → has many **Accounts** → has many **Transactions**
+- **Account** types: checking, savings, credit cards, investments, crypto, loans, properties
+- **Transaction** → belongs to **Category**, can have **Tags** and **Rules**
+- **Investment accounts** → have **Holdings** → track **Securities** via **Trades**
+
+### API Architecture
+The application provides both internal and external APIs:
+- Internal API: Controllers serve JSON via Turbo for SPA-like interactions
+- External API: `/api/v1/` namespace with Doorkeeper OAuth and API key authentication
+- API responses use Jbuilder templates for JSON rendering
+- Rate limiting via Rack Attack with configurable limits per API key
+
+### Sync & Import System
+Two primary data ingestion methods:
+1. **Plaid Integration**: Real-time bank account syncing
+   - `PlaidItem` manages connections
+   - `Sync` tracks sync operations
+   - Background jobs handle data updates
+2. **CSV Import**: Manual data import with mapping
+   - `Import` manages import sessions
+   - Supports transaction and balance imports
+   - Custom field mapping with transformation rules
+
+### Background Processing
+Sidekiq handles asynchronous tasks:
+- Account syncing (`SyncAccountsJob`)
+- Import processing (`ImportDataJob`)
+- AI chat responses (`CreateChatResponseJob`)
+- Scheduled maintenance via sidekiq-cron
+
+### Frontend Architecture
+- **Hotwire Stack**: Turbo + Stimulus for reactive UI without heavy JavaScript
+- **ViewComponents**: Reusable UI components in `app/components/`
+- **Stimulus Controllers**: Handle interactivity, organized alongside components
+- **Charts**: D3.js for financial visualizations (time series, donut, sankey)
+- **Styling**: Tailwind CSS v4.x with custom design system
+  - Design system defined in `app/assets/tailwind/maybe-design-system.css`
+  - Always use functional tokens (e.g., `text-primary` not `text-white`)
+  - Prefer semantic HTML elements over JS components
+  - Use `icon` helper for icons, never `lucide_icon` directly
+
+### Multi-Currency Support
+- All monetary values stored in base currency (user's primary currency)
+- Exchange rates fetched from Synth API
+- `Money` objects handle currency conversion and formatting
+- Historical exchange rates for accurate reporting
+
+### Security & Authentication
+- Session-based auth for web users
+- API authentication via:
+  - OAuth2 (Doorkeeper) for third-party apps
+  - API keys with JWT tokens for direct API access
+- Scoped permissions system for API access
+- Strong parameters and CSRF protection throughout
+
+### Testing Philosophy
+- Comprehensive test coverage using Rails' built-in Minitest
+- Fixtures for test data (avoid FactoryBot)
+- Keep fixtures minimal (2-3 per model for base cases)
+- VCR for external API testing
+- System tests for critical user flows (use sparingly)
+- Test helpers in `test/support/` for common scenarios
+- Only test critical code paths that significantly increase confidence
+- Write tests as you go, when required
+
+### Performance Considerations
+- Database queries optimized with proper indexes
+- N+1 queries prevented via includes/joins
+- Background jobs for heavy operations
+- Caching strategies for expensive calculations
+- Turbo Frames for partial page updates
+
+### Development Workflow
+- Feature branches merged to `main`
+- Docker support for consistent environments
+- Environment variables via `.env` files
+- Lookbook for component development (`/lookbook`)
+- Letter Opener for email preview in development
+
+## Project Conventions
+
+### Convention 1: Minimize Dependencies
+- Push Rails to its limits before adding new dependencies
+- Strong technical/business reason required for new dependencies
+- Favor old and reliable over new and flashy
+
+### Convention 2: Skinny Controllers, Fat Models
+- Business logic in `app/models/` folder, avoid `app/services/`
+- Use Rails concerns and POROs for organization
+- Models should answer questions about themselves: `account.balance_series` not `AccountSeries.new(account).call`
+
+### Convention 3: Hotwire-First Frontend
+- **Native HTML preferred over JS components**
+  - Use `<dialog>` for modals, `<details><summary>` for disclosures
+- **Leverage Turbo frames** for page sections over client-side solutions
+- **Query params for state** over localStorage/sessions
+- **Server-side formatting** for currencies, numbers, dates
+- **Always use `icon` helper** in `application_helper.rb`, NEVER `lucide_icon` directly
+
+### Convention 4: Optimize for Simplicity
+- Prioritize good OOP domain design over performance
+- Focus performance only on critical/global areas (avoid N+1 queries, mindful of global layouts)
+
+### Convention 5: Database vs ActiveRecord Validations
+- Simple validations (null checks, unique indexes) in DB
+- ActiveRecord validations for convenience in forms (prefer client-side when possible)
+- Complex validations and business logic in ActiveRecord
+
+## TailwindCSS Design System
+
+### Design System Rules
+- **Always reference `app/assets/tailwind/maybe-design-system.css`** for primitives and tokens
+- **Use functional tokens** defined in design system:
+  - `text-primary` instead of `text-white`
+  - `bg-container` instead of `bg-white`
+  - `border border-primary` instead of `border border-gray-200`
+- **NEVER create new styles** in design system files without permission
+- **Always generate semantic HTML**
+
+## Component Architecture
+
+### ViewComponent vs Partials Decision Making
+
+**Use ViewComponents when:**
+- Element has complex logic or styling patterns
+- Element will be reused across multiple views/contexts
+- Element needs structured styling with variants/sizes
+- Element requires interactive behavior or Stimulus controllers
+- Element has configurable slots or complex APIs
+- Element needs accessibility features or ARIA support
+
+**Use Partials when:**
+- Element is primarily static HTML with minimal logic
+- Element is used in only one or few specific contexts
+- Element is simple template content
+- Element doesn't need variants, sizes, or complex configuration
+- Element is more about content organization than reusable functionality
+
+**Component Guidelines:**
+- Prefer components over partials when available
+- Keep domain logic OUT of view templates
+- Logic belongs in component files, not template files
+
+### Stimulus Controller Guidelines
+
+**Declarative Actions (Required):**
+```erb
+<!-- GOOD: Declarative - HTML declares what happens -->
+<div data-controller="toggle">
+  <button data-action="click->toggle#toggle" data-toggle-target="button">Show</button>
+  <div data-toggle-target="content" class="hidden">Hello World!</div>
+</div>
+```
+
+**Controller Best Practices:**
+- Keep controllers lightweight and simple (< 7 targets)
+- Use private methods and expose clear public API
+- Single responsibility or highly related responsibilities
+- Component controllers stay in component directory, global controllers in `app/javascript/controllers/`
+- Pass data via `data-*-value` attributes, not inline JavaScript
+
+## Testing Philosophy
+
+### General Testing Rules
+- **ALWAYS use Minitest + fixtures** (NEVER RSpec or factories)
+- Keep fixtures minimal (2-3 per model for base cases)
+- Create edge cases on-the-fly within test context
+- Use Rails helpers for large fixture creation needs
+
+### Test Quality Guidelines
+- **Write minimal, effective tests** - system tests sparingly
+- **Only test critical and important code paths**
+- **Test boundaries correctly:**
+  - Commands: test they were called with correct params
+  - Queries: test output
+  - Don't test implementation details of other classes
+
+### Testing Examples
+
+```ruby
+# GOOD - Testing critical domain business logic
+test "syncs balances" do
+  Holding::Syncer.any_instance.expects(:sync_holdings).returns([]).once
+  assert_difference "@account.balances.count", 2 do
+    Balance::Syncer.new(@account, strategy: :forward).sync_balances
+  end
+end
+
+# BAD - Testing ActiveRecord functionality
+test "saves balance" do 
+  balance_record = Balance.new(balance: 100, currency: "USD")
+  assert balance_record.save
+end
+```
+
+### Stubs and Mocks
+- Use `mocha` gem
+- Prefer `OpenStruct` for mock instances
+- Only mock what's necessary

CONTRIBUTING.md

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

Dockerfile

@@ -1,45 +1,47 @@
 # syntax = docker/dockerfile:1
 
 # Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
-ARG RUBY_VERSION=3.3.4
-FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
+ARG RUBY_VERSION=3.4.4
+FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim AS base
 
 # Rails app lives here
 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
 ENV RAILS_ENV="production" \
     BUNDLE_DEPLOYMENT="1" \
     BUNDLE_PATH="/usr/local/bundle" \
-    BUNDLE_WITHOUT="development"
-
-
+    BUNDLE_WITHOUT="development" \
+    BUILD_COMMIT_SHA=${BUILD_COMMIT_SHA}
+    
 # Throw-away build stage to reduce size of final image
-FROM base as build
+FROM base AS build
 
 # Install packages needed to build gems
-RUN apt-get install --no-install-recommends -y build-essential git libpq-dev 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 ./
-RUN bundle install && \
-    rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git && \
-    bundle exec bootsnap precompile --gemfile
+RUN bundle install
+
+RUN rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git
+
+RUN bundle exec bootsnap precompile --gemfile -j 0
 
 # Copy application code
 COPY . .
 
 # Precompile bootsnap code for faster boot times
-RUN bundle exec bootsnap precompile app/ lib/
+RUN bundle exec bootsnap precompile -j 0 app/ lib/
 
 # Precompiling assets for production without requiring secret RAILS_MASTER_KEY
 RUN SECRET_KEY_BASE_DUMMY=1 ./bin/rails assets:precompile
 
-
 # Final stage for app image
 FROM base
 

Gemfile

@@ -3,10 +3,11 @@ source "https://rubygems.org"
 ruby file: ".ruby-version"
 
 # Rails
-gem "rails", "~> 7.2.1"
+gem "rails", "~> 7.2.2"
 
 # Drivers
 gem "pg", "~> 1.5"
+gem "redis", "~> 5.4"
 
 # Deployment
 gem "puma", ">= 5.0"
@@ -18,24 +19,43 @@ 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"
+
+# https://github.com/lookbook-hq/lookbook/issues/712
+# TODO: Remove max version constraint when fixed
+gem "lookbook", "2.3.11"
+
+gem "hotwire_combobox"
 
 # Background Jobs
-gem "good_job"
+gem "sidekiq"
+gem "sidekiq-cron"
 
-# Error logging
-gem "stackprof"
+# Monitoring
+gem "vernier"
+gem "rack-mini-profiler"
 gem "sentry-ruby"
 gem "sentry-rails"
+gem "sentry-sidekiq"
+gem "logtail-rails"
+gem "skylight", groups: [ :production ]
 
 # Active Storage
-gem "aws-sdk-s3", require: false
+gem "aws-sdk-s3", "~> 1.177.0", require: false
 gem "image_processing", ">= 1.2"
 
 # Other
+gem "ostruct"
 gem "bcrypt", "~> 3.1"
+gem "jwt"
+gem "jbuilder"
+
+# OAuth & API Security
+gem "doorkeeper"
+gem "rack-attack", "~> 6.6"
 gem "faraday"
 gem "faraday-retry"
 gem "faraday-multipart"
@@ -48,7 +68,17 @@ gem "csv"
 gem "redcarpet"
 gem "stripe"
 gem "intercom-rails"
-gem "holidays"
+gem "plaid"
+gem "rotp", "~> 6.3"
+gem "rqrcode", "~> 3.0"
+gem "activerecord-import"
+
+# State machines
+gem "aasm"
+gem "after_commit_everywhere", "~> 1.0"
+
+# AI
+gem "ruby-openai"
 
 group :development, :test do
   gem "debug", platforms: %i[mri windows]
@@ -59,12 +89,20 @@ group :development, :test do
   gem "dotenv-rails"
 end
 
+if ENV["BENCHMARKING_ENABLED"]
+  gem "dotenv-rails", groups: [ :production ]
+end
+
 group :development do
   gem "hotwire-livereload"
   gem "letter_opener"
   gem "ruby-lsp-rails"
   gem "web-console"
   gem "faker"
+  gem "benchmark-ips"
+  gem "stackprof"
+  gem "derailed_benchmarks"
+  gem "foreman"
 end
 
 group :test do

Gemfile.lock

@@ -8,29 +8,31 @@ GIT
 GEM
   remote: https://rubygems.org/
   specs:
-    actioncable (7.2.1.1)
-      actionpack (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    aasm (5.5.1)
+      concurrent-ruby (~> 1.0)
+    actioncable (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       nio4r (~> 2.0)
       websocket-driver (>= 0.6.1)
       zeitwerk (~> 2.6)
-    actionmailbox (7.2.1.1)
-      actionpack (= 7.2.1.1)
-      activejob (= 7.2.1.1)
-      activerecord (= 7.2.1.1)
-      activestorage (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    actionmailbox (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activestorage (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       mail (>= 2.8.0)
-    actionmailer (7.2.1.1)
-      actionpack (= 7.2.1.1)
-      actionview (= 7.2.1.1)
-      activejob (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    actionmailer (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      actionview (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       mail (>= 2.8.0)
       rails-dom-testing (~> 2.2)
-    actionpack (7.2.1.1)
-      actionview (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    actionpack (7.2.2.1)
+      actionview (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       nokogiri (>= 1.8.5)
       racc
       rack (>= 2.2.4, < 3.2)
@@ -39,36 +41,39 @@ GEM
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
       useragent (~> 0.16)
-    actiontext (7.2.1.1)
-      actionpack (= 7.2.1.1)
-      activerecord (= 7.2.1.1)
-      activestorage (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    actiontext (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activestorage (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       globalid (>= 0.6.0)
       nokogiri (>= 1.8.5)
-    actionview (7.2.1.1)
-      activesupport (= 7.2.1.1)
+    actionview (7.2.2.1)
+      activesupport (= 7.2.2.1)
       builder (~> 3.1)
       erubi (~> 1.11)
       rails-dom-testing (~> 2.2)
       rails-html-sanitizer (~> 1.6)
-    activejob (7.2.1.1)
-      activesupport (= 7.2.1.1)
+    activejob (7.2.2.1)
+      activesupport (= 7.2.2.1)
       globalid (>= 0.3.6)
-    activemodel (7.2.1.1)
-      activesupport (= 7.2.1.1)
-    activerecord (7.2.1.1)
-      activemodel (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    activemodel (7.2.2.1)
+      activesupport (= 7.2.2.1)
+    activerecord (7.2.2.1)
+      activemodel (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       timeout (>= 0.4.0)
-    activestorage (7.2.1.1)
-      actionpack (= 7.2.1.1)
-      activejob (= 7.2.1.1)
-      activerecord (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    activerecord-import (2.2.0)
+      activerecord (>= 4.2)
+    activestorage (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       marcel (~> 1.0)
-    activesupport (7.2.1.1)
+    activesupport (7.2.2.1)
       base64
+      benchmark (>= 0.3)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.3.1)
       connection_pool (>= 2.2.5)
@@ -80,25 +85,32 @@ GEM
       tzinfo (~> 2.0, >= 2.0.5)
     addressable (2.8.7)
       public_suffix (>= 2.0.2, < 7.0)
-    ast (2.4.2)
-    aws-eventstream (1.3.0)
-    aws-partitions (1.992.0)
-    aws-sdk-core (3.210.0)
+    after_commit_everywhere (1.6.0)
+      activerecord (>= 4.2)
+      activesupport
+    ast (2.4.3)
+    aws-eventstream (1.4.0)
+    aws-partitions (1.1113.0)
+    aws-sdk-core (3.225.1)
       aws-eventstream (~> 1, >= 1.3.0)
       aws-partitions (~> 1, >= 1.992.0)
       aws-sigv4 (~> 1.9)
+      base64
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.95.0)
-      aws-sdk-core (~> 3, >= 3.210.0)
+      logger
+    aws-sdk-kms (1.104.0)
+      aws-sdk-core (~> 3, >= 3.225.0)
       aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.169.0)
+    aws-sdk-s3 (1.177.0)
       aws-sdk-core (~> 3, >= 3.210.0)
       aws-sdk-kms (~> 1)
       aws-sigv4 (~> 1.5)
-    aws-sigv4 (1.10.0)
+    aws-sigv4 (1.12.0)
       aws-eventstream (~> 1, >= 1.0.2)
-    base64 (0.2.0)
+    base64 (0.3.0)
     bcrypt (3.1.20)
+    benchmark (0.4.1)
+    benchmark-ips (2.14.0)
     better_html (2.1.1)
       actionview (>= 6.0)
       activesupport (>= 6.0)
@@ -106,11 +118,11 @@ GEM
       erubi (~> 1.4)
       parser (>= 2.4)
       smart_properties
-    bigdecimal (3.1.8)
+    bigdecimal (3.2.2)
     bindex (0.8.1)
-    bootsnap (1.18.4)
+    bootsnap (1.18.6)
       msgpack (~> 1.2)
-    brakeman (6.2.2)
+    brakeman (7.1.0)
       racc
     builder (3.3.0)
     capybara (3.40.0)
@@ -122,75 +134,112 @@ GEM
       rack-test (>= 0.6.3)
       regexp_parser (>= 1.5, < 3.0)
       xpath (~> 3.2)
-    childprocess (5.0.0)
+    childprocess (5.1.0)
+      logger (~> 1.5)
+    chunky_png (1.4.0)
     climate_control (1.2.0)
-    concurrent-ruby (1.3.4)
-    connection_pool (2.4.1)
+    concurrent-ruby (1.3.5)
+    connection_pool (2.5.3)
     crack (1.0.0)
       bigdecimal
       rexml
     crass (1.0.6)
-    csv (3.3.0)
-    date (3.3.4)
-    debug (1.9.2)
+    cronex (0.15.0)
+      tzinfo
+      unicode (>= 0.4.4.5)
+    css_parser (1.21.1)
+      addressable
+    csv (3.3.5)
+    date (3.4.1)
+    debug (1.11.0)
       irb (~> 1.10)
       reline (>= 0.3.8)
-    docile (1.4.0)
-    dotenv (3.1.4)
-    dotenv-rails (3.1.4)
-      dotenv (= 3.1.4)
+    derailed_benchmarks (2.2.1)
+      base64
+      benchmark-ips (~> 2)
+      bigdecimal
+      drb
+      get_process_mem
+      heapy (~> 0)
+      logger
+      memory_profiler (>= 0, < 2)
+      mini_histogram (>= 0.3.0)
+      mutex_m
+      ostruct
+      rack (>= 1)
+      rack-test
+      rake (> 10, < 14)
+      ruby-statistics (>= 4.0.1)
+      ruby2_keywords
+      thor (>= 0.19, < 2)
+    docile (1.4.1)
+    doorkeeper (5.8.2)
+      railties (>= 5)
+    dotenv (3.1.8)
+    dotenv-rails (3.1.8)
+      dotenv (= 3.1.8)
       railties (>= 6.1)
-    drb (2.2.1)
-    erb_lint (0.7.0)
+    drb (2.2.3)
+    erb (5.0.1)
+    erb_lint (0.9.0)
       activesupport
       better_html (>= 2.0.1)
       parser (>= 2.7.1.4)
       rainbow
       rubocop (>= 1)
       smart_properties
-    erubi (1.13.0)
+    erubi (1.13.1)
     et-orbi (1.2.11)
       tzinfo
-    faker (3.5.1)
+    event_stream_parser (1.0.0)
+    faker (3.5.2)
       i18n (>= 1.8.11, < 2)
-    faraday (2.12.0)
-      faraday-net_http (>= 2.0, < 3.4)
+    faraday (2.13.2)
+      faraday-net_http (>= 2.0, < 3.5)
       json
       logger
-    faraday-multipart (1.0.4)
-      multipart-post (~> 2)
-    faraday-net_http (3.3.0)
-      net-http
-    faraday-retry (2.2.1)
+    faraday-multipart (1.1.1)
+      multipart-post (~> 2.0)
+    faraday-net_http (3.4.1)
+      net-http (>= 0.5.0)
+    faraday-retry (2.3.2)
       faraday (~> 2.0)
-    ffi (1.17.0-aarch64-linux-gnu)
-    ffi (1.17.0-arm-linux-gnu)
-    ffi (1.17.0-arm64-darwin)
-    ffi (1.17.0-x86-linux-gnu)
-    ffi (1.17.0-x86_64-darwin)
-    ffi (1.17.0-x86_64-linux-gnu)
+    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)
+    get_process_mem (1.0.0)
+      bigdecimal (>= 2.0)
+      ffi (~> 1.0)
     globalid (1.2.1)
       activesupport (>= 6.1)
-    good_job (4.4.2)
-      activejob (>= 6.1.0)
-      activerecord (>= 6.1.0)
-      concurrent-ruby (>= 1.3.1)
-      fugit (>= 1.11.0)
-      railties (>= 6.1.0)
-      thor (>= 1.0.0)
-    hashdiff (1.1.1)
-    highline (3.0.1)
-    holidays (8.8.0)
-    hotwire-livereload (1.4.1)
-      actioncable (>= 6.0.0)
+    hashdiff (1.2.0)
+    heapy (0.2.0)
+      thor
+    highline (3.1.2)
+      reline
+    hotwire-livereload (2.0.0)
+      actioncable (>= 7.0.0)
       listen (>= 3.0.0)
-      railties (>= 6.0.0)
-    i18n (1.14.6)
+      railties (>= 7.0.0)
+    hotwire_combobox (0.4.0)
+      platform_agent (>= 1.0.1)
+      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 (1.0.14)
+    i18n-tasks (1.0.15)
       activesupport (>= 4.0.2)
       ast (>= 2.1.0)
       erubi
@@ -199,38 +248,71 @@ GEM
       parser (>= 3.2.2.1)
       rails-i18n
       rainbow (>= 2.2.2, < 4.0)
+      ruby-progressbar (~> 1.8, >= 1.8.1)
       terminal-table (>= 1.5.1)
-    image_processing (1.13.0)
-      mini_magick (>= 4.9.5, < 5)
+    image_processing (1.14.0)
+      mini_magick (>= 4.9.5, < 6)
       ruby-vips (>= 2.0.17, < 3)
-    importmap-rails (2.0.3)
+    importmap-rails (2.1.0)
       actionpack (>= 6.0.0)
       activesupport (>= 6.0.0)
       railties (>= 6.0.0)
     inline_svg (1.10.0)
       activesupport (>= 3.0)
       nokogiri (>= 1.6)
-    intercom-rails (1.0.1)
+    intercom-rails (1.0.6)
       activesupport (> 4.0)
-    io-console (0.7.2)
-    irb (1.14.1)
+      jwt (~> 2.0)
+    io-console (0.8.0)
+    irb (1.15.2)
+      pp (>= 0.6.0)
       rdoc (>= 4.0.0)
       reline (>= 0.4.2)
+    jbuilder (2.13.0)
+      actionview (>= 5.0.0)
+      activesupport (>= 5.0.0)
     jmespath (1.6.2)
-    json (2.7.2)
-    language_server-protocol (3.17.0.3)
-    launchy (3.0.1)
+    json (2.12.2)
+    jwt (2.10.2)
+      base64
+    language_server-protocol (3.17.0.5)
+    launchy (3.1.1)
       addressable (~> 2.8)
       childprocess (~> 5.0)
+      logger (~> 1.6)
     letter_opener (1.10.0)
       launchy (>= 2.2, < 4)
+    lint_roller (1.1.0)
     listen (3.9.0)
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
-    logger (1.6.1)
-    loofah (2.22.0)
+    logger (1.7.0)
+    logtail (0.1.17)
+      msgpack (~> 1.0)
+    logtail-rack (0.2.6)
+      logtail (~> 0.1)
+      rack (>= 1.2, < 4.0)
+    logtail-rails (0.2.10)
+      actionpack (>= 5.0.0)
+      activerecord (>= 5.0.0)
+      logtail (~> 0.1, >= 0.1.14)
+      logtail-rack (~> 0.1)
+      railties (>= 5.0.0)
+    loofah (2.24.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
+    lookbook (2.3.11)
+      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
@@ -238,275 +320,366 @@ GEM
       net-smtp
     marcel (1.0.4)
     matrix (0.4.2)
-    mini_magick (4.13.2)
+    memory_profiler (1.1.0)
+    method_source (1.1.0)
+    mini_histogram (0.3.1)
+    mini_magick (5.2.0)
+      benchmark
+      logger
     mini_mime (1.1.5)
-    minitest (5.25.1)
-    mocha (2.4.5)
+    minitest (5.25.5)
+    mocha (2.7.1)
       ruby2_keywords (>= 0.0.5)
-    msgpack (1.7.2)
+    msgpack (1.8.0)
     multipart-post (2.4.1)
-    net-http (0.4.1)
+    mutex_m (0.3.0)
+    net-http (0.6.0)
       uri
-    net-imap (0.5.0)
+    net-imap (0.5.8)
       date
       net-protocol
     net-pop (0.1.2)
       net-protocol
     net-protocol (0.2.2)
       timeout
-    net-smtp (0.5.0)
+    net-smtp (0.5.1)
       net-protocol
-    nio4r (2.7.3)
-    nokogiri (1.16.7-aarch64-linux)
+    nio4r (2.7.4)
+    nokogiri (1.18.8-aarch64-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.16.7-arm-linux)
+    nokogiri (1.18.8-aarch64-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.16.7-arm64-darwin)
+    nokogiri (1.18.8-arm-linux-gnu)
       racc (~> 1.4)
-    nokogiri (1.16.7-x86-linux)
+    nokogiri (1.18.8-arm-linux-musl)
       racc (~> 1.4)
-    nokogiri (1.16.7-x86_64-darwin)
+    nokogiri (1.18.8-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.16.7-x86_64-linux)
+    nokogiri (1.18.8-x86_64-darwin)
       racc (~> 1.4)
-    octokit (9.2.0)
+    nokogiri (1.18.8-x86_64-linux-gnu)
+      racc (~> 1.4)
+    nokogiri (1.18.8-x86_64-linux-musl)
+      racc (~> 1.4)
+    octokit (10.0.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
-    pagy (9.1.0)
-    parallel (1.26.3)
-    parser (3.3.5.0)
+    ostruct (0.6.2)
+    pagy (9.3.5)
+    parallel (1.27.0)
+    parser (3.3.8.0)
       ast (~> 2.4.1)
       racc
-    pg (1.5.8)
-    prism (1.2.0)
+    pg (1.5.9)
+    plaid (41.0.0)
+      faraday (>= 1.0.1, < 3.0)
+      faraday-multipart (>= 1.0.1, < 2.0)
+    platform_agent (1.0.1)
+      activesupport (>= 5.2.0)
+      useragent (~> 0.16.3)
+    pp (0.6.2)
+      prettyprint
+    prettyprint (0.2.0)
+    prism (1.4.0)
     propshaft (1.1.0)
       actionpack (>= 7.0.0)
       activesupport (>= 7.0.0)
       rack
       railties (>= 7.0.0)
-    psych (5.1.2)
+    psych (5.2.6)
+      date
       stringio
-    public_suffix (6.0.1)
-    puma (6.4.3)
+    public_suffix (6.0.2)
+    puma (6.6.0)
       nio4r (~> 2.0)
     raabro (1.4.0)
     racc (1.8.1)
-    rack (3.1.8)
-    rack-session (2.0.0)
+    rack (3.1.16)
+    rack-attack (6.7.0)
+      rack (>= 1.0, < 4)
+    rack-mini-profiler (4.0.0)
+      rack (>= 1.2.0)
+    rack-session (2.1.1)
+      base64 (>= 0.1.0)
       rack (>= 3.0.0)
-    rack-test (2.1.0)
+    rack-test (2.2.0)
       rack (>= 1.3)
-    rackup (2.1.0)
+    rackup (2.2.1)
       rack (>= 3)
-      webrick (~> 1.8)
-    rails (7.2.1.1)
-      actioncable (= 7.2.1.1)
-      actionmailbox (= 7.2.1.1)
-      actionmailer (= 7.2.1.1)
-      actionpack (= 7.2.1.1)
-      actiontext (= 7.2.1.1)
-      actionview (= 7.2.1.1)
-      activejob (= 7.2.1.1)
-      activemodel (= 7.2.1.1)
-      activerecord (= 7.2.1.1)
-      activestorage (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    rails (7.2.2.1)
+      actioncable (= 7.2.2.1)
+      actionmailbox (= 7.2.2.1)
+      actionmailer (= 7.2.2.1)
+      actionpack (= 7.2.2.1)
+      actiontext (= 7.2.2.1)
+      actionview (= 7.2.2.1)
+      activejob (= 7.2.2.1)
+      activemodel (= 7.2.2.1)
+      activerecord (= 7.2.2.1)
+      activestorage (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       bundler (>= 1.15.0)
-      railties (= 7.2.1.1)
-    rails-dom-testing (2.2.0)
+      railties (= 7.2.2.1)
+    rails-dom-testing (2.3.0)
       activesupport (>= 5.0.0)
       minitest
       nokogiri (>= 1.6)
-    rails-html-sanitizer (1.6.0)
+    rails-html-sanitizer (1.6.2)
       loofah (~> 2.21)
-      nokogiri (~> 1.14)
-    rails-i18n (7.0.9)
+      nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
+    rails-i18n (7.0.10)
       i18n (>= 0.7, < 2)
       railties (>= 6.0.0, < 8)
-    rails-settings-cached (2.9.5)
+    rails-settings-cached (2.9.6)
       activerecord (>= 5.0.0)
       railties (>= 5.0.0)
-    railties (7.2.1.1)
-      actionpack (= 7.2.1.1)
-      activesupport (= 7.2.1.1)
+    railties (7.2.2.1)
+      actionpack (= 7.2.2.1)
+      activesupport (= 7.2.2.1)
       irb (~> 1.13)
       rackup (>= 1.0.0)
       rake (>= 12.2)
       thor (~> 1.0, >= 1.2.2)
       zeitwerk (~> 2.6)
     rainbow (3.1.1)
-    rake (13.2.1)
+    rake (13.3.0)
     rb-fsevent (0.11.2)
     rb-inotify (0.11.1)
       ffi (~> 1.0)
-    rbs (3.6.1)
+    rbs (3.9.4)
       logger
-    rdoc (6.7.0)
+    rdoc (6.14.2)
+      erb
       psych (>= 4.0.0)
-    redcarpet (3.6.0)
-    regexp_parser (2.9.2)
-    reline (0.5.10)
+    redcarpet (3.6.1)
+    redis (5.4.0)
+      redis-client (>= 0.22.0)
+    redis-client (0.25.0)
+      connection_pool
+    regexp_parser (2.10.0)
+    reline (0.6.1)
       io-console (~> 0.5)
-    rexml (3.3.8)
-    rubocop (1.67.0)
+    rexml (3.4.1)
+    rotp (6.3.0)
+    rouge (4.5.2)
+    rqrcode (3.1.0)
+      chunky_png (~> 1.0)
+      rqrcode_core (~> 2.0)
+    rqrcode_core (2.0.0)
+    rubocop (1.76.1)
       json (~> 2.3)
-      language_server-protocol (>= 3.17.0)
+      language_server-protocol (~> 3.17.0.2)
+      lint_roller (~> 1.1.0)
       parallel (~> 1.10)
       parser (>= 3.3.0.2)
       rainbow (>= 2.2.2, < 4.0)
-      regexp_parser (>= 2.4, < 3.0)
-      rubocop-ast (>= 1.32.2, < 2.0)
+      regexp_parser (>= 2.9.3, < 3.0)
+      rubocop-ast (>= 1.45.0, < 2.0)
       ruby-progressbar (~> 1.7)
-      unicode-display_width (>= 2.4.0, < 3.0)
-    rubocop-ast (1.32.3)
-      parser (>= 3.3.1.0)
-    rubocop-minitest (0.35.0)
-      rubocop (>= 1.61, < 2.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-performance (1.21.0)
-      rubocop (>= 1.48.1, < 2.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-rails (2.25.0)
+      unicode-display_width (>= 2.4.0, < 4.0)
+    rubocop-ast (1.45.1)
+      parser (>= 3.3.7.2)
+      prism (~> 1.4)
+    rubocop-performance (1.25.0)
+      lint_roller (~> 1.1)
+      rubocop (>= 1.75.0, < 2.0)
+      rubocop-ast (>= 1.38.0, < 2.0)
+    rubocop-rails (2.32.0)
       activesupport (>= 4.2.0)
+      lint_roller (~> 1.1)
       rack (>= 1.1)
-      rubocop (>= 1.33.0, < 2.0)
-      rubocop-ast (>= 1.31.1, < 2.0)
-    rubocop-rails-omakase (1.0.0)
-      rubocop
-      rubocop-minitest
-      rubocop-performance
-      rubocop-rails
-    ruby-lsp (0.20.1)
+      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 (0.24.1)
       language_server-protocol (~> 3.17.0)
       prism (>= 1.2, < 2.0)
-      rbs (>= 3, < 4)
+      rbs (>= 3, < 5)
       sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.3.20)
-      ruby-lsp (>= 0.20.0, < 0.21.0)
+    ruby-lsp-rails (0.4.6)
+      ruby-lsp (>= 0.24.0, < 0.25.0)
+    ruby-openai (8.1.0)
+      event_stream_parser (>= 0.3.0, < 2.0.0)
+      faraday (>= 1)
+      faraday-multipart (>= 1)
     ruby-progressbar (1.13.0)
-    ruby-vips (2.2.2)
+    ruby-statistics (4.1.0)
+    ruby-vips (2.2.4)
       ffi (~> 1.12)
       logger
     ruby2_keywords (0.0.5)
-    rubyzip (2.3.2)
+    rubyzip (2.4.1)
     sawyer (0.9.2)
       addressable (>= 2.3.5)
       faraday (>= 0.17.3, < 3)
-    securerandom (0.3.1)
-    selenium-webdriver (4.25.0)
+    securerandom (0.4.1)
+    selenium-webdriver (4.34.0)
       base64 (~> 0.2)
       logger (~> 1.4)
       rexml (~> 3.2, >= 3.2.5)
       rubyzip (>= 1.2.2, < 3.0)
       websocket (~> 1.0)
-    sentry-rails (5.21.0)
+    sentry-rails (5.26.0)
       railties (>= 5.0)
-      sentry-ruby (~> 5.21.0)
-    sentry-ruby (5.21.0)
+      sentry-ruby (~> 5.26.0)
+    sentry-ruby (5.26.0)
       bigdecimal
       concurrent-ruby (~> 1.0, >= 1.0.2)
+    sentry-sidekiq (5.26.0)
+      sentry-ruby (~> 5.26.0)
+      sidekiq (>= 3.0)
+    sidekiq (8.0.5)
+      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 (0.12.3)
+    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 (0.5.11609)
-    stackprof (0.2.26)
+    sorbet-runtime (0.5.12163)
+    stackprof (0.2.27)
     stimulus-rails (1.3.4)
       railties (>= 6.0.0)
-    stringio (3.1.1)
-    stripe (13.0.1)
-    tailwindcss-rails (3.0.0)
+    stringio (3.1.7)
+    stripe (15.3.0)
+    tailwindcss-rails (4.2.3)
       railties (>= 7.0.0)
-      tailwindcss-ruby
-    tailwindcss-ruby (3.4.14)
-    tailwindcss-ruby (3.4.14-aarch64-linux)
-    tailwindcss-ruby (3.4.14-arm-linux)
-    tailwindcss-ruby (3.4.14-arm64-darwin)
-    tailwindcss-ruby (3.4.14-x86_64-darwin)
-    tailwindcss-ruby (3.4.14-x86_64-linux)
-    terminal-table (3.0.2)
-      unicode-display_width (>= 1.1.1, < 3)
+      tailwindcss-ruby (~> 4.0)
+    tailwindcss-ruby (4.1.8)
+    tailwindcss-ruby (4.1.8-aarch64-linux-gnu)
+    tailwindcss-ruby (4.1.8-aarch64-linux-musl)
+    tailwindcss-ruby (4.1.8-arm64-darwin)
+    tailwindcss-ruby (4.1.8-x86_64-darwin)
+    tailwindcss-ruby (4.1.8-x86_64-linux-gnu)
+    tailwindcss-ruby (4.1.8-x86_64-linux-musl)
+    terminal-table (4.0.0)
+      unicode-display_width (>= 1.1.1, < 4)
     thor (1.3.2)
-    timeout (0.4.1)
-    turbo-rails (2.0.11)
-      actionpack (>= 6.0.0)
-      railties (>= 6.0.0)
+    timeout (0.4.3)
+    turbo-rails (2.0.16)
+      actionpack (>= 7.1.0)
+      railties (>= 7.1.0)
     tzinfo (2.0.6)
       concurrent-ruby (~> 1.0)
-    unicode-display_width (2.6.0)
-    uri (0.13.1)
-    useragent (0.16.10)
+    unicode (0.4.4.5)
+    unicode-display_width (3.1.4)
+      unicode-emoji (~> 4.0, >= 4.0.4)
+    unicode-emoji (4.0.4)
+    uri (1.0.3)
+    useragent (0.16.11)
     vcr (6.3.1)
       base64
+    vernier (1.8.0)
+    view_component (3.23.2)
+      activesupport (>= 5.2.0, < 8.1)
+      concurrent-ruby (~> 1)
+      method_source (~> 1.0)
     web-console (4.2.1)
       actionview (>= 6.0.0)
       activemodel (>= 6.0.0)
       bindex (>= 0.4.0)
       railties (>= 6.0.0)
-    webmock (3.24.0)
+    webmock (3.25.1)
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    webrick (1.8.2)
     websocket (1.2.11)
-    websocket-driver (0.7.6)
+    websocket-driver (0.8.0)
+      base64
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
     xpath (3.2.0)
       nokogiri (~> 1.8)
-    zeitwerk (2.7.1)
+    yard (0.9.37)
+    zeitwerk (2.7.3)
 
 PLATFORMS
-  aarch64-linux
-  arm-linux
+  aarch64-linux-gnu
+  aarch64-linux-musl
+  arm-linux-gnu
+  arm-linux-musl
   arm64-darwin
-  x86-linux
   x86_64-darwin
-  x86_64-linux
+  x86_64-linux-gnu
+  x86_64-linux-musl
 
 DEPENDENCIES
-  aws-sdk-s3
+  aasm
+  activerecord-import
+  after_commit_everywhere (~> 1.0)
+  aws-sdk-s3 (~> 1.177.0)
   bcrypt (~> 3.1)
+  benchmark-ips
   bootsnap
   brakeman
   capybara
   climate_control
   csv
   debug
+  derailed_benchmarks
+  doorkeeper
   dotenv-rails
   erb_lint
   faker
   faraday
   faraday-multipart
   faraday-retry
-  good_job
-  holidays
+  foreman
   hotwire-livereload
+  hotwire_combobox
   i18n-tasks
   image_processing (>= 1.2)
   importmap-rails
   inline_svg
   intercom-rails
+  jbuilder
+  jwt
   letter_opener
+  logtail-rails
+  lookbook (= 2.3.11)
   lucide-rails!
   mocha
   octokit
+  ostruct
   pagy
   pg (~> 1.5)
+  plaid
   propshaft
   puma (>= 5.0)
-  rails (~> 7.2.1)
+  rack-attack (~> 6.6)
+  rack-mini-profiler
+  rails (~> 7.2.2)
   rails-settings-cached
   redcarpet
+  redis (~> 5.4)
+  rotp (~> 6.3)
+  rqrcode (~> 3.0)
   rubocop-rails-omakase
   ruby-lsp-rails
+  ruby-openai
   selenium-webdriver
   sentry-rails
   sentry-ruby
+  sentry-sidekiq
+  sidekiq
+  sidekiq-cron
   simplecov
+  skylight
   stackprof
   stimulus-rails
   stripe
@@ -514,11 +687,13 @@ DEPENDENCIES
   turbo-rails
   tzinfo-data
   vcr
+  vernier
+  view_component
   web-console
   webmock
 
 RUBY VERSION
-   ruby 3.3.4p94
+   ruby 3.4.4p34
 
 BUNDLED WITH
-   2.5.9
+   2.6.9

Procfile.dev

@@ -1,3 +1,3 @@
-web: ${DEBUG:+rdbg -O -n -c --} bin/rails server -b 0.0.0.0
-css: bin/rails tailwindcss:watch
-worker: bundle exec good_job start
+web: bundle exec ${DEBUG:+rdbg -O -n -c --} bin/rails server -b 0.0.0.0
+css: bundle exec bin/rails tailwindcss:watch 2>/dev/null
+worker: bundle exec sidekiq

README.md

@@ -1,13 +1,10 @@
-<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://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
-
-_If you're looking for the previous React codebase, you can find it
-at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
+involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
 
 ## Backstory
 
@@ -27,11 +24,27 @@ 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) - _coming soon..._
-2. [One-click deploy](docs/hosting/one-click-deploy.md)
-3. [Self-host 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)
+
+## Contributing
+
+Before contributing, you'll likely find it helpful
+to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
+
+Once you've done that, please visit
+our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
+to get started!
+
+### 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
 
 ## Local Development Setup
 
@@ -42,7 +55,7 @@ The instructions below are for developers to get started with contributing to th
 
 ### Requirements
 
-- Ruby 3.3.4
+- See `.ruby-version` file for required Ruby version
 - PostgreSQL >9.3 (ideally, latest stable version)
 
 After cloning the repo, the basic setup commands are:
@@ -54,7 +67,7 @@ bin/setup
 bin/dev
 
 # Optionally, load demo data
-rake demo_data:reset
+rake demo_data:default
 ```
 
 And visit http://localhost:3000 to see the app. You can use the following
@@ -75,46 +88,10 @@ If you'd like multi-currency support, there are a few extra steps to follow.
 
 ### Setup Guides
 
-#### Dev Container (optional)
-
-This is 100% optional and meant for devs who don't want to worry about
-installing requirements manually for their platform. You can
-follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers)
-to learn more about Dev Containers.
-
-If you run into `could not connect to server` errors, you may need to change
-your `.env`'s `DB_HOST` environment variable value to `db` to point to the
-Postgres container.
-
-#### Mac
-
-Please visit
-our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
-
-#### Linux
-
-Please visit
-our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
-
-#### Windows
-
-Please visit
-our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
-
-### Testing Emails
-
-In development, we use `letter_opener` to automatically open emails in your
-browser. When an email sends locally, a new browser tab will open with a
-preview.
-
-## Contributing
-
-Before contributing, you'll likely find it helpful
-to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
-
-Once you've done that, please visit
-our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
-to get started!
+- [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
+- [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide)
+- [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
+- Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more
 
 ## Repo Activity
 

app/assets/images/ai-dark.svg

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+  <path d="M8.39804 24.0315H4.09584C3.07641 24.0315 2.25 24.8609 2.25 25.8841C2.25 26.9072 3.07641 27.7367 4.09584 27.7367H8.39804C9.41747 27.7367 10.2439 26.9072 10.2439 25.8841C10.2439 24.8609 9.41747 24.0315 8.39804 24.0315Z" fill="#F23E94"/>
+  <path d="M27.6403 27.7359H31.9425C32.9619 27.7359 33.7883 26.9065 33.7883 25.8833C33.7883 24.8601 32.9619 24.0307 31.9425 24.0307H27.6403C26.6209 24.0307 25.7945 24.8601 25.7945 25.8833C25.7945 26.9065 26.6209 27.7359 27.6403 27.7359Z" fill="#F23E94"/>
+  <path d="M19.7588 24.0189H16.2567C15.2373 24.0189 14.4109 24.8483 14.4109 25.8715C14.4109 26.8947 15.2373 27.7241 16.2567 27.7241H19.7588C20.7783 27.7241 21.6047 26.8947 21.6047 25.8715C21.6047 24.8483 20.7783 24.0189 19.7588 24.0189Z" fill="#F23E94"/>
+  <path d="M25.9683 22.4047H30.1112C31.1306 22.4047 31.957 21.5753 31.957 20.5521C31.957 19.529 31.1306 18.6995 30.1112 18.6995H25.9683C24.9489 18.6995 24.1225 19.529 24.1225 20.5521C24.1225 21.5753 24.9489 22.4047 25.9683 22.4047Z" fill="#6927DA"/>
+  <path d="M9.99971 18.6993H5.85685C4.83742 18.6993 4.01101 19.5288 4.01101 20.5519C4.01101 21.5751 4.83742 22.4045 5.85685 22.4045H9.99971C11.0191 22.4045 11.8455 21.5751 11.8455 20.5519C11.8455 19.5288 11.0191 18.6993 9.99971 18.6993Z" fill="#6927DA"/>
+  <path d="M21.0888 18.6875H14.924C13.9045 18.6875 13.0781 19.517 13.0781 20.5401C13.0781 21.5633 13.9045 22.3927 14.924 22.3927H21.0888C22.1082 22.3927 22.9346 21.5633 22.9346 20.5401C22.9346 19.517 22.1082 18.6875 21.0888 18.6875Z" fill="#6927DA"/>
+  <path d="M15.5578 13.2072H7.69136C6.67193 13.2072 5.84552 14.0366 5.84552 15.0598C5.84552 16.0829 6.67193 16.9123 7.69136 16.9123H15.5578C16.5772 16.9123 17.4036 16.0829 17.4036 15.0598C17.4036 14.0366 16.5772 13.2072 15.5578 13.2072Z" fill="#1570EF"/>
+  <path d="M20.9094 16.9116H28.2735C29.2929 16.9116 30.1193 16.0821 30.1193 15.059C30.1193 14.0358 29.2929 13.2064 28.2735 13.2064L20.9094 13.2064C19.89 13.2064 19.0636 14.0358 19.0636 15.059C19.0636 16.0821 19.89 16.9116 20.9094 16.9116Z" fill="#1570EF"/>
+  <path d="M26.5036 7.875H22.3515C21.3321 7.875 20.5057 8.70443 20.5057 9.72759C20.5057 10.7507 21.3321 11.5802 22.3515 11.5802H26.5036C27.523 11.5802 28.3494 10.7507 28.3494 9.72759C28.3494 8.70443 27.523 7.875 26.5036 7.875Z" fill="#22CCEE"/>
+  <path d="M13.6077 7.875H9.45557C8.43614 7.875 7.60973 8.70443 7.60973 9.72759C7.60973 10.7507 8.43614 11.5802 9.45557 11.5802H13.6077C14.6271 11.5802 15.4535 10.7507 15.4535 9.72759C15.4535 8.70443 14.6271 7.875 13.6077 7.875Z" fill="#22CCEE"/>
+</svg>

app/assets/images/placeholder-graph.svg

@@ -0,0 +1,10 @@
+<svg width="944" height="201" viewBox="0 0 944 201" fill="none" xmlns="http://www.w3.org/2000/svg">
+<path d="M0 56.5502L14.4845 52.101L28.9689 50.1276L43.4534 51.7926L57.9379 40.2042L72.4224 35.6995L86.9068 35.0612L101.391 51.2218L115.876 73.6398L130.36 65.7562L144.845 64.7572L159.329 78.5795L173.814 81.9833L188.298 71.3186L202.783 80.5112L217.267 86L231.752 84.5697L246.236 83.0772L260.721 78.4002L275.205 77.343L289.689 71.8152L304.174 52.25L318.658 51.5349L333.143 48.185L347.627 47.2522L362.112 45.4586L376.596 49.2356L391.081 47.5566L405.565 31.0549L420.05 28.5641L434.534 36.6352H449.019L463.503 42.7572L477.988 37.7564L492.472 42.3467L506.957 49.3852L521.441 59.4839L535.925 52.7514L550.41 47.1535L564.894 58.6703L579.379 49.8343L593.863 50.5123H608.348L622.832 54.192L637.317 58.4763L651.801 57.2522L666.286 59.3943L677.01 62.8533L688.553 59.3943L709.129 67.4827L724.224 60.8386L738.708 52.27L753.193 58.6965L767.677 37.887L782.162 28.3178L796.646 16.383L811.13 20.9733L825.615 10.2626L840.099 11.7927L854.584 6.59032L869.068 15.771L883.553 8.12043L898.037 6.59032L912.522 2L927.006 14.8529L944 15.771" stroke="#0B0B0B" stroke-opacity="0.25" stroke-width="2" stroke-miterlimit="16"/>
+<path d="M14.4845 52.5538L0 57.0432V201H944V15.8954L927.006 14.9691L912.522 2L898.037 6.63181L883.553 8.17575L869.068 15.8954L854.584 6.63181L840.099 11.8812L825.615 10.3373L811.13 21.1448L796.646 16.513L782.161 28.5557L767.677 38.2114L753.193 59.2089L738.708 52.7244L724.224 61.3704L709.129 68.0745L688.553 59.9131L677.01 63.4034L666.286 59.9131L651.801 57.7516L637.317 58.9868L622.832 54.6637L608.348 50.9508H593.863L579.379 50.2667L564.894 59.1826L550.41 47.5616L535.925 53.2102L521.441 60.0035L506.957 49.8135L492.472 42.7114L477.988 38.0796L463.503 43.1256L449.019 36.9483H434.534L420.05 28.8042L405.565 31.3175L391.081 47.9684L376.596 49.6626L362.112 45.8514L347.627 47.6612L333.143 48.6024L318.658 51.9826L304.174 52.7042L289.689 72.4463L275.205 78.024L260.721 79.0908L246.236 83.8101L231.752 85.3161L217.267 86.7593L202.783 81.2209L188.298 71.9451L173.814 82.7063L159.329 79.2716L144.845 65.3245L130.36 66.3325L115.876 74.2874L101.391 51.6667L86.9068 35.3601L72.4224 36.0041L57.9379 40.5496L43.4534 52.2427L28.9689 50.5627L14.4845 52.5538Z" fill="url(#paint0_linear_4023_1299)" fill-opacity="0.5"/>
+<defs>
+<linearGradient id="paint0_linear_4023_1299" x1="445.5" y1="174.496" x2="445.5" y2="51.9672" gradientUnits="userSpaceOnUse">
+<stop stop-color="white"/>
+<stop offset="1" stop-color="#E5E5E5" stop-opacity="0.6"/>
+</linearGradient>
+</defs>
+</svg>

app/assets/stylesheets/application.css

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

app/assets/stylesheets/application.tailwind.css

@@ -1,137 +0,0 @@
-@tailwind base;
-@tailwind components;
-@tailwind utilities;
-
-/* Reset rules, default styles applied to plain HTML */
-@layer base {
-  details>summary::-webkit-details-marker {
-    @apply hidden;
-  }
-
-  details>summary {
-    @apply list-none;
-  }
-}
-
-@layer components {
-  .form-field {
-    @apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-white border-alpha-black-100 shadow-xs w-full;
-    @apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
-  }
-
-  .form-field__label {
-    @apply block text-xs text-gray-500 peer-disabled:text-gray-400;
-  }
-
-  .form-field__input {
-    @apply border-none bg-transparent text-sm opacity-100 w-full p-0;
-    @apply focus:opacity-100 focus:outline-none focus:ring-0;
-    @apply placeholder-shown:opacity-50;
-    @apply disabled:text-gray-400;
-  }
-
-  .form-field__radio {
-    @apply text-gray-900;
-  }
-
-  .form-field__submit {
-    @apply cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
-  }
-
-  input:checked+label+.toggle-switch-dot {
-    transform: translateX(100%);
-  }
-
-  [type='checkbox'].maybe-checkbox {
-    @apply rounded-sm;
-  }
-
-  [type='checkbox'].maybe-checkbox--light {
-    @apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
-  }
-
-  [type='checkbox'].maybe-checkbox--dark {
-    @apply ring-gray-900 checked:text-white;
-  }
-
-  [type='checkbox'].maybe-checkbox--dark:checked {
-    background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
-  }
-
-  select[multiple="multiple"] {
-    @apply py-2 pr-2 space-y-0.5;
-  }
-
-  select[multiple="multiple"] option {
-    @apply py-2 rounded-md;
-  }
-
-  select[multiple="multiple"] option:checked {
-    @apply after:content-['\2713'] bg-white after:text-gray-500 after:ml-2;
-  }
-
-  select[multiple="multiple"] option:active,
-  select[multiple="multiple"] option:focus {
-    @apply bg-white;
-  }
-
-  .maybe-switch {
-    @apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
-    @apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
-    @apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
-  }
-
-  .prose--github-release-notes {
-    .octicon {
-      @apply inline-block overflow-visible align-text-bottom fill-current;
-    }
-
-    .dropdown-caret {
-      @apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
-    }
-
-    .user-mention {
-      @apply font-bold;
-    }
-  }
-
-  .tooltip {
-    @apply hidden absolute;
-  }
-
-  .btn {
-    @apply px-3 py-2 rounded-lg text-sm font-medium cursor-pointer;
-  }
-
-  .btn--primary {
-    @apply bg-gray-900 text-white hover:bg-gray-700 disabled:bg-gray-50 disabled:hover:bg-gray-50 disabled:text-gray-400;
-  }
-
-  .btn--secondary {
-    @apply bg-gray-50 hover:bg-gray-100 text-gray-900;
-  }
-
-  .btn--outline {
-    @apply border border-alpha-black-200 text-gray-900 hover:bg-gray-50;
-  }
-
-  .btn--ghost {
-    @apply border border-transparent text-gray-900 hover:bg-gray-50;
-  }
-}
-
-/* Small, single purpose classes that should take precedence over other styles */
-@layer utilities {
-  .scrollbar::-webkit-scrollbar {
-    width: 4px;
-  }
-
-  .scrollbar::-webkit-scrollbar-thumb {
-    background: #d6d6d6;
-    border-radius: 10px;
-  }
-
-  .scrollbar::-webkit-scrollbar-thumb:hover {
-    background: #a6a6a6;
-  }
-}

app/assets/tailwind/application.css

@@ -0,0 +1,175 @@
+@import 'tailwindcss';
+
+@import "./maybe-design-system.css";
+
+@import "./geist-font.css";
+@import "./geist-mono-font.css";
+
+@plugin "@tailwindcss/typography";
+@plugin "@tailwindcss/forms";
+
+@import "./simonweb_pickr.css";
+
+@layer components {
+  .pcr-app{
+    position: static !important;
+    background: none !important;
+    box-shadow: none !important;
+    padding: 0 !important;
+    width: 100% !important;
+  }
+  .pcr-color-palette{
+      height: 12em !important;
+  }
+  .pcr-palette{
+      border-radius: 10px !important;
+  }
+  .pcr-palette:before{
+      border-radius: 10px !important;
+  }
+  .pcr-color-chooser{
+      height: 1.5em !important;
+  }
+  .pcr-picker{
+      height: 20px !important;
+      width: 20px !important;
+  }
+}
+
+.combobox {
+  .hw-combobox__main__wrapper,
+  .hw-combobox__input {
+    @apply bg-container text-primary w-full;
+  }
+
+  .hw-combobox__main__wrapper {
+    @apply border-0 p-0 focus:border-0 ring-0 focus:ring-0 shadow-none focus:shadow-none focus-within:shadow-none;
+  }
+
+  .hw-combobox__listbox {
+    @apply absolute top-[160%] right-0 w-full bg-transparent rounded z-30;
+  }
+
+  .hw-combobox__label {
+    @apply block text-xs text-gray-500 peer-disabled:text-gray-400;
+  }
+  
+  .hw-combobox__option {
+    @apply bg-container hover:bg-container-hover;
+  }
+
+  .hw_combobox__pagination__wrapper {
+    @apply h-px;
+
+    &:only-child {
+      @apply bg-transparent;
+    }
+  }
+
+  --hw-border-color: rgba(0, 0, 0, 0.2);
+  --hw-handle-width: 20px;
+  --hw-handle-height: 20px;
+  --hw-handle-offset-right: 0px;
+}
+
+/* Typography */
+.prose {
+  @apply max-w-none text-primary; 
+
+  a {
+    @apply text-link;
+  }
+
+  h2 {
+    @apply text-xl font-medium text-primary;
+  }
+
+  h3 {
+    @apply text-lg font-medium text-primary;
+  }
+
+  li {
+    @apply m-0 text-primary;
+  }
+
+  details {
+    @apply mb-4 rounded-xl mt-3.5;
+  }
+
+  summary {
+    @apply flex items-center gap-1;
+  }
+
+  video {
+    @apply m-0 rounded-b-xl;
+  }
+}
+
+.prose--github-release-notes {
+  .octicon {
+    @apply inline-block overflow-visible align-text-bottom fill-current;
+  }
+
+  .dropdown-caret {
+    @apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
+  }
+
+  .user-mention {
+    @apply font-bold;
+  }
+}
+
+.prose--ai-chat {
+  @apply break-words;
+
+  p, li {
+    @apply text-sm text-primary;
+  }
+
+  scrollbar-width: thin;
+  scrollbar-color: rgba(156, 163, 175, 0.5) transparent;
+
+  ::-webkit-scrollbar {
+    width: 6px;
+  }
+
+  ::-webkit-scrollbar-track {
+    background: transparent;
+  }
+
+  ::-webkit-scrollbar-thumb {
+    background-color: rgba(156, 163, 175, 0.5);
+    border-radius: 3px; 
+  }
+}
+
+/* Custom scrollbar implementation for Windows browsers */
+.windows {
+  ::-webkit-scrollbar {
+    width: 4px;
+  }
+
+  ::-webkit-scrollbar-thumb {
+    background: #d6d6d6;
+    border-radius: 10px;
+  }
+
+  ::-webkit-scrollbar-thumb:hover {
+    background: #a6a6a6;
+  }  
+}
+
+.scrollbar {
+  &::-webkit-scrollbar {
+    width: 4px;
+  }
+
+  &::-webkit-scrollbar-thumb {
+    background: #d6d6d6;
+    border-radius: 10px;
+  }
+
+  &::-webkit-scrollbar-thumb:hover {
+    background: #a6a6a6;
+  }
+}

app/assets/tailwind/geist-font.css

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

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

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

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

@@ -0,0 +1,446 @@
+/* 
+  This file contains all of the Figma design tokens, components, etc. that 
+  are used globally across the app. 
+
+  One-off styling (3rd party overrides, etc.) should be done in the application.css file.
+*/
+
+@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 {
+  /* Font families */
+  --font-sans: 'Geist', system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
+  --font-mono: 'Geist Mono', ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, monospace;
+
+  /* Base colors */
+  --color-white: #ffffff;
+  --color-black: #0B0B0B;
+  --color-success: var(--color-green-600);
+  --color-warning: var(--color-yellow-600);
+  --color-destructive: var(--color-red-600);
+  --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;
+  --color-gray-50: #F7F7F7;
+  --color-gray-100: #F0F0F0;
+  --color-gray-200: #E7E7E7;
+  --color-gray-300: #CFCFCF;
+  --color-gray-400: #9E9E9E;
+  --color-gray-500: #737373;
+  --color-gray-600: #5C5C5C;
+  --color-gray-700: #363636;
+  --color-gray-800: #242424;
+  --color-gray-900: #171717;
+  --color-gray: var(--color-gray-500);
+  --color-gray-tint-5: --alpha(var(--color-gray-500) / 5%);
+  --color-gray-tint-10: --alpha(var(--color-gray-500) / 10%);
+
+  /* Alpha colors */
+  --color-alpha-white-25: --alpha(var(--color-white) / 3%);
+  --color-alpha-white-50: --alpha(var(--color-white) / 5%);
+  --color-alpha-white-100: --alpha(var(--color-white) / 8%);
+  --color-alpha-white-200: --alpha(var(--color-white) / 10%);
+  --color-alpha-white-300: --alpha(var(--color-white) / 15%);
+  --color-alpha-white-400: --alpha(var(--color-white) / 20%);
+  --color-alpha-white-500: --alpha(var(--color-white) / 30%);
+  --color-alpha-white-600: --alpha(var(--color-white) / 40%);
+  --color-alpha-white-700: --alpha(var(--color-white) / 50%);
+  --color-alpha-white-800: --alpha(var(--color-white) / 70%);
+  --color-alpha-white-900: --alpha(var(--color-white) / 85%);
+
+  --color-alpha-black-25: --alpha(var(--color-black) / 3%);
+  --color-alpha-black-50: --alpha(var(--color-black) / 5%);
+  --color-alpha-black-100: --alpha(var(--color-black) / 8%);
+  --color-alpha-black-200: --alpha(var(--color-black) / 10%);
+  --color-alpha-black-300: --alpha(var(--color-black) / 15%);
+  --color-alpha-black-400: --alpha(var(--color-black) / 20%);
+  --color-alpha-black-500: --alpha(var(--color-black) / 30%);
+  --color-alpha-black-600: --alpha(var(--color-black) / 40%);
+  --color-alpha-black-700: --alpha(var(--color-black) / 50%);
+  --color-alpha-black-800: --alpha(var(--color-black) / 70%);
+  --color-alpha-black-900: --alpha(var(--color-black) / 85%);
+
+  /* Red scale */
+  --color-red-25: #FFFBFB;
+  --color-red-50: #FFF1F0;
+  --color-red-100: #FFDEDB;
+  --color-red-200: #FEB9B3;
+  --color-red-300: #F88C86;
+  --color-red-400: #ED4E4E;
+  --color-red-500: #F13636;
+  --color-red-600: #EC2222;
+  --color-red-700: #C91313;
+  --color-red-800: #A40E0E;
+  --color-red-900: #7E0707;
+  --color-red-tint-5: --alpha(var(--color-red-500) / 5%);
+  --color-red-tint-10: --alpha(var(--color-red-500) / 10%);
+
+  /* Green scale */
+  --color-green-25: #F6FEF9;
+  --color-green-50: #ECFDF3;
+  --color-green-100: #D1FADF;
+  --color-green-200: #A6F4C5;
+  --color-green-300: #6CE9A6;
+  --color-green-400: #32D583;
+  --color-green-500: #12B76A;
+  --color-green-600: #10A861;
+  --color-green-700: #078C52;
+  --color-green-800: #05603A;
+  --color-green-900: #054F31;
+  --color-green-tint-5: --alpha(var(--color-green-500) / 5%);
+  --color-green-tint-10: --alpha(var(--color-green-500) / 10%);
+
+  /* Yellow scale */
+  --color-yellow-25: #FFFCF5;
+  --color-yellow-50: #FFFAEB;
+  --color-yellow-100: #FEF0C7;
+  --color-yellow-200: #FEDF89;
+  --color-yellow-300: #FEC84B;
+  --color-yellow-400: #FDB022;
+  --color-yellow-500: #F79009;
+  --color-yellow-600: #DC6803;
+  --color-yellow-700: #B54708;
+  --color-yellow-800: #93370D;
+  --color-yellow-900: #7A2E0E;
+  --color-yellow-tint-5: --alpha(var(--color-yellow-500) / 5%);
+  --color-yellow-tint-10: --alpha(var(--color-yellow-500) / 10%);
+
+  /* Cyan scale */
+  --color-cyan-25: #F5FEFF;
+  --color-cyan-50: #ECFDFF;
+  --color-cyan-100: #CFF9FE;
+  --color-cyan-200: #A5F0FC;
+  --color-cyan-300: #67E3F9;
+  --color-cyan-400: #22CCEE;
+  --color-cyan-500: #06AED4;
+  --color-cyan-600: #088AB2;
+  --color-cyan-700: #0E7090;
+  --color-cyan-800: #155B75;
+  --color-cyan-900: #155B75;
+  --color-cyan-tint-5: --alpha(var(--color-cyan-500) / 5%);
+  --color-cyan-tint-10: --alpha(var(--color-cyan-500) / 10%);
+
+  /* Blue scale */
+  --color-blue-25: #F5FAFF;
+  --color-blue-50: #EFF8FF;
+  --color-blue-100: #D1E9FF;
+  --color-blue-200: #B2DDFF;
+  --color-blue-300: #84CAFF;
+  --color-blue-400: #53B1FD;
+  --color-blue-500: #2E90FA;
+  --color-blue-600: #1570EF;
+  --color-blue-700: #175CD3;
+  --color-blue-800: #1849A9;
+  --color-blue-900: #194185;
+  --color-blue-tint-5: --alpha(var(--color-blue-500) / 5%);
+  --color-blue-tint-10: --alpha(var(--color-blue-500) / 10%);
+
+  /* Indigo scale */
+  --color-indigo-25: #F5F8FF;
+  --color-indigo-50: #EFF4FF;
+  --color-indigo-100: #E0EAFF;
+  --color-indigo-200: #C7D7FE;
+  --color-indigo-300: #A4BCFD;
+  --color-indigo-400: #8098F9;
+  --color-indigo-500: #6172F3;
+  --color-indigo-600: #444CE7;
+  --color-indigo-700: #3538CD;
+  --color-indigo-800: #2D31A6;
+  --color-indigo-900: #2D3282;
+  --color-indigo-tint-5: --alpha(var(--color-indigo-500) / 5%);
+  --color-indigo-tint-10: --alpha(var(--color-indigo-500) / 10%);
+
+  /* Violet scale */
+  --color-violet-25: #FBFAFF;
+  --color-violet-50: #F5F3FF;
+  --color-violet-100: #ECE9FE;
+  --color-violet-200: #DDD6FE;
+  --color-violet-300: #C3B5FD;
+  --color-violet-400: #A48AFB;
+  --color-violet-500: #875BF7;
+  --color-violet-600: #7839EE;
+  --color-violet-700: #6927DA;
+  --color-violet-tint-5: --alpha(var(--color-violet-500) / 5%);
+  --color-violet-tint-10: --alpha(var(--color-violet-500) / 10%);
+
+  /* Fuchsia scale */
+  --color-fuchsia-25: #FEFAFF;
+  --color-fuchsia-50: #FDF4FF;
+  --color-fuchsia-100: #FBE8FF;
+  --color-fuchsia-200: #F6D0FE;
+  --color-fuchsia-300: #EEAAFD;
+  --color-fuchsia-400: #E478FA;
+  --color-fuchsia-500: #D444F1;
+  --color-fuchsia-600: #BA24D5;
+  --color-fuchsia-700: #9F1AB1;
+  --color-fuchsia-800: #821890;
+  --color-fuchsia-900: #6F1877;
+  --color-fuchsia-tint-5: --alpha(var(--color-fuchsia-500) / 5%);
+  --color-fuchsia-tint-10: --alpha(var(--color-fuchsia-500) / 10%);
+
+  /* Pink scale */
+  --color-pink-25: #FFFAFC;
+  --color-pink-50: #FEF0F7;
+  --color-pink-100: #FFD1E2;
+  --color-pink-200: #FFB1CE;
+  --color-pink-300: #FD8FBA;
+  --color-pink-400: #F86BA7;
+  --color-pink-500: #F23E94;
+  --color-pink-600: #D5327F;
+  --color-pink-700: #BA256B;
+  --color-pink-800: #9E1958;
+  --color-pink-900: #840B45;
+  --color-pink-tint-5: --alpha(var(--color-pink-500) / 5%);
+  --color-pink-tint-10: --alpha(var(--color-pink-500) / 10%);
+
+  /* Orange scale */
+  --color-orange-25: #FFF9F5;
+  --color-orange-50: #FFF4ED;
+  --color-orange-100: #FFE6D5;
+  --color-orange-200: #FFD6AE;
+  --color-orange-300: #FF9C66;
+  --color-orange-400: #FF692E;
+  --color-orange-500: #FF4405;
+  --color-orange-600: #E62E05;
+  --color-orange-700: #BC1B06;
+  --color-orange-800: #97180C;
+  --color-orange-900: #771A0D;
+  --color-orange-tint-5: --alpha(var(--color-orange-500) / 5%);
+  --color-orange-tint-10: --alpha(var(--color-orange-500) / 10%);
+
+  /* Border radius overrides */
+  --border-radius-md: 8px;
+  --border-radius-lg: 10px;
+
+  --shadow-xs: 0px 1px 2px 0px --alpha(var(--color-black) / 6%);
+  --shadow-sm: 0px 1px 6px 0px --alpha(var(--color-black) / 6%);
+  --shadow-md: 0px 4px 8px -2px --alpha(var(--color-black) / 6%);
+  --shadow-lg: 0px 12px 16px -4px --alpha(var(--color-black) / 6%);
+  --shadow-xl: 0px 20px 24px -4px --alpha(var(--color-black) / 6%);
+
+  --animate-stroke-fill: stroke-fill 3s 300ms forwards;
+
+  @keyframes stroke-fill {
+    0% {
+      stroke-dashoffset: 43.9822971503;
+    }
+
+    100% {
+      stroke-dashoffset: 0;
+    }
+  } 
+}
+
+/* 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;
+  }
+
+  hr {
+    @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 */
+
+    @variant theme-dark {
+      /* Dark mode radio button base and checked styles */
+      @apply border-gray-600 bg-gray-700 checked:bg-blue-500 focus:ring-blue-500 focus:ring-offset-gray-800;
+    }
+  }
+}
+
+@layer components {
+  /* Forms */
+  .form-field {
+    @apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-container border-secondary shadow-xs w-full;
+    @apply focus-within:border-secondary focus-within:shadow-none focus-within:ring-4 focus-within:ring-alpha-black-200;
+    @apply transition-all duration-300;
+
+    @variant theme-dark {
+      @apply focus-within:ring-alpha-white-300;
+    }
+
+    /* Add styles for multiple select within form fields */
+    select[multiple] {
+      @apply py-2 pr-2 space-y-0.5 overflow-y-auto;
+
+      option {
+        @apply py-2 rounded-md;
+      }
+
+      option:checked {
+        @apply after:content-['\2713'] bg-container-inset after:text-gray-500 after:ml-2;
+      }
+
+      option:active,
+      option:focus {
+        @apply bg-container-inset;
+      }
+    }
+  }
+
+  /* New form field structure components */
+  .form-field__header {
+    @apply flex items-center justify-between gap-2;
+  }
+
+  .form-field__body {
+    @apply flex flex-col gap-1;
+  }
+
+  .form-field__actions {
+    @apply flex items-center gap-1;
+  }
+
+  .form-field__label {
+    @apply block text-xs text-secondary peer-disabled:text-subdued;
+  }
+
+  .form-field__input {
+    @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;
+
+    @variant theme-dark {
+      &::-webkit-calendar-picker-indicator {
+        filter: invert(1);
+        cursor: pointer;
+      }
+    }
+  }
+  
+  select.form-field__input {
+    @apply pr-10 appearance-none;
+    background-image: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' fill='none' viewBox='0 0 20 20'%3e%3cpath stroke='%236b7280' stroke-linecap='round' stroke-linejoin='round' stroke-width='1.5' d='M6 8l4 4 4-4'/%3e%3c/svg%3e");
+    background-position: right -0.15rem center;
+    background-repeat: no-repeat;
+    background-size: 1.25rem 1.25rem;
+  }
+
+  .form-field__radio {
+    @apply text-primary;
+  }
+
+  .form-field__submit {
+    @apply cursor-pointer rounded-lg bg-surface p-3 text-center text-white hover:bg-surface-hover;
+  }
+
+  /* Checkboxes */
+  .checkbox {
+    &[type='checkbox'] {
+      @apply rounded-sm;
+      @apply transition-colors duration-300;
+    }
+  }
+
+  .checkbox--light {
+    &[type='checkbox'] {
+      @apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
+    }
+
+    &[type='checkbox']:disabled {
+      @apply cursor-not-allowed opacity-80 bg-gray-50 border-gray-200 checked:bg-gray-400 checked:ring-gray-400;
+    }
+
+    @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");
+    }
+  }
+
+  /* Tooltips */
+  .tooltip {
+    @apply hidden absolute;
+  }
+
+  .qrcode svg path {
+    fill: var(--color-black);
+    @variant theme-dark {
+      fill: var(--color-white);
+    }
+  }
+}

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/channels/application_cable/connection.rb

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

app/components/DS/alert.html.erb

@@ -0,0 +1,7 @@
+<div class="<%= container_classes %>">
+  <%= helpers.icon icon_name, size: "sm", color: icon_color, class: "shrink-0" %>
+
+  <div class="flex-1 text-sm">
+    <%= message %>
+  </div>
+</div>

app/components/DS/alert.rb

@@ -0,0 +1,52 @@
+class DS::Alert < DesignSystemComponent
+  def initialize(message:, variant: :info)
+    @message = message
+    @variant = variant
+  end
+
+  private
+    attr_reader :message, :variant
+
+    def container_classes
+      base_classes = "flex items-start gap-3 p-4 rounded-lg border"
+
+      variant_classes = case variant
+      when :info
+        "bg-blue-50 text-blue-700 border-blue-200 theme-dark:bg-blue-900/20 theme-dark:text-blue-400 theme-dark:border-blue-800"
+      when :success
+        "bg-green-50 text-green-700 border-green-200 theme-dark:bg-green-900/20 theme-dark:text-green-400 theme-dark:border-green-800"
+      when :warning
+        "bg-yellow-50 text-yellow-700 border-yellow-200 theme-dark:bg-yellow-900/20 theme-dark:text-yellow-400 theme-dark:border-yellow-800"
+      when :error, :destructive
+        "bg-red-50 text-red-700 border-red-200 theme-dark:bg-red-900/20 theme-dark:text-red-400 theme-dark:border-red-800"
+      end
+
+      "#{base_classes} #{variant_classes}"
+    end
+
+    def icon_name
+      case variant
+      when :info
+        "info"
+      when :success
+        "check-circle"
+      when :warning
+        "alert-triangle"
+      when :error, :destructive
+        "x-circle"
+      end
+    end
+
+    def icon_color
+      case variant
+      when :success
+        "success"
+      when :warning
+        "warning"
+      when :error, :destructive
+        "destructive"
+      else
+        "blue-600"
+      end
+    end
+end

app/components/DS/button.html.erb

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

app/components/DS/button.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 DS::Button < DS::Buttonish
+  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/DS/buttonish.rb

@@ -0,0 +1,156 @@
+class DS::Buttonish < DesignSystemComponent
+  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-primary 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, "Buttonish 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/DS/dialog.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: { DS__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/DS/dialog.rb

@@ -0,0 +1,115 @@
+class DS::Dialog < DesignSystemComponent
+  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 DS::Button.new(variant: "icon", class: "ml-auto", icon: "x", tabindex: "-1", data: { action: "DS--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: "DS--dialog#close" })
+    else
+      button_opts
+    end
+
+    render DS::Button.new(**merged_opts)
+  end
+
+  renders_many :sections, ->(title:, **disclosure_opts, &block) do
+    render DS::Disclosure.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] = [ "DS--dialog", "hotkey", data[:controller] ].compact.join(" ")
+    data[:DS__dialog_auto_open_value] = auto_open
+    data[:DS__dialog_reload_on_close_value] = reload_on_close
+    data[:action] = [ "mousedown->DS--dialog#clickOutside", data[:action] ].compact.join(" ")
+    data[:hotkey] = "esc:DS--dialog#close"
+    merged_opts[:data] = data
+
+    merged_opts
+  end
+
+  def drawer?
+    variant == :drawer
+  end
+end

app/components/DS/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/DS/disclosure.html.erb

@@ -0,0 +1,27 @@
+<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 %>
+    <% if summary_content? %>
+      <%= summary_content %>
+    <% else %>
+      <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" %>
+      <% end %>
+    <% end %>
+  <% end %>
+
+  <div class="mt-2">
+    <%= content %>
+  </div>
+</details>

app/components/DS/disclosure.rb

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

app/components/DS/filled_icon.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/DS/filled_icon.rb

@@ -0,0 +1,99 @@
+class DS::FilledIcon < DesignSystemComponent
+  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/DS/link.html.erb

@@ -0,0 +1,13 @@
+<%= 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/DS/link.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 DS::Link < DS::Buttonish
+  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/DS/menu.html.erb

@@ -0,0 +1,27 @@
+<%= tag.div data: { controller: "DS--menu", DS__menu_placement_value: placement, DS__menu_offset_value: offset, testid: testid } do %>
+  <% if variant == :icon %>
+    <%= render DS::Button.new(variant: "icon", icon: icon_vertical ? "more-vertical" : "more-horizontal", data: { DS__menu_target: "button" }) %>
+  <% elsif variant == :button %>
+    <%= button %>
+  <% elsif variant == :avatar %>
+    <button data-DS--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-DS--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/DS/menu.rb

@@ -0,0 +1,38 @@
+# frozen_string_literal: true
+
+class DS::Menu < DesignSystemComponent
+  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: { DS__menu_target: "button" })
+
+    if block
+      content_tag(:button, **options_with_target, &block)
+    else
+      DS::Button.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, DS::MenuItem
+
+  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/DS/menu_item.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/DS/menu_item.rb

@@ -0,0 +1,62 @@
+class DS::MenuItem < DesignSystemComponent
+  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/DS/tab.rb

@@ -0,0 +1,12 @@
+class DS::Tab < DesignSystemComponent
+  attr_reader :id, :label
+
+  def initialize(id:, label:)
+    @id = id
+    @label = label
+  end
+
+  def call
+    content
+  end
+end

app/components/DS/tabs.html.erb

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

app/components/DS/tabs.rb

@@ -0,0 +1,66 @@
+class DS::Tabs < DesignSystemComponent
+  renders_one :nav, ->(classes: nil) do
+    DS::Tabs::Nav.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, DS__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/DS/tabs/nav.rb

@@ -0,0 +1,29 @@
+class DS::Tabs::Nav < DesignSystemComponent
+  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: "DS--tabs#show", DS__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/DS/tabs/panel.rb

@@ -0,0 +1,11 @@
+class DS::Tabs::Panel < DesignSystemComponent
+  attr_reader :tab_id
+
+  def initialize(tab_id:)
+    @tab_id = tab_id
+  end
+
+  def call
+    content
+  end
+end

app/components/DS/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/DS/toggle.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/DS/toggle.rb

@@ -0,0 +1,26 @@
+class DS::Toggle < DesignSystemComponent
+  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/components/DS/tooltip.html.erb

@@ -0,0 +1,9 @@
+<span data-controller="DS--tooltip" data-DS--tooltip-placement-value="<%= placement %>" data-DS--tooltip-offset-value="<%= offset %>" data-DS--tooltip-cross-axis-value="<%= cross_axis %>" class="inline-flex">
+  <%= helpers.icon icon_name, size: size, color: color %>
+
+  <div role="tooltip" data-DS--tooltip-target="tooltip" class="hidden absolute z-50 bg-gray-700 text-sm px-1.5 py-1 rounded-md">
+    <div class="fg-inverse font-normal max-w-[200px]">
+      <%= tooltip_content %>
+    </div>
+  </div>
+</span>

app/components/DS/tooltip.rb

@@ -0,0 +1,17 @@
+class DS::Tooltip < ApplicationComponent
+  attr_reader :placement, :offset, :cross_axis, :icon_name, :size, :color
+
+  def initialize(text: nil, placement: "top", offset: 10, cross_axis: 0, icon: "info", size: "sm", color: "default")
+    @text = text
+    @placement = placement
+    @offset = offset
+    @cross_axis = cross_axis
+    @icon_name = icon
+    @size = size
+    @color = color
+  end
+
+  def tooltip_content
+    content? ? content : @text
+  end
+end

app/components/DS/tooltip_controller.js

@@ -0,0 +1,87 @@
+import {
+  autoUpdate,
+  computePosition,
+  flip,
+  offset,
+  shift,
+} from "@floating-ui/dom";
+import { Controller } from "@hotwired/stimulus";
+
+export default class extends Controller {
+  static targets = ["tooltip"];
+  static values = {
+    placement: { type: String, default: "top" },
+    offset: { type: Number, default: 10 },
+    crossAxis: { type: Number, default: 0 },
+  };
+
+  connect() {
+    this._cleanup = null;
+    this.boundUpdate = this.update.bind(this);
+    this.addEventListeners();
+  }
+
+  disconnect() {
+    this.removeEventListeners();
+    this.stopAutoUpdate();
+  }
+
+  addEventListeners() {
+    this.element.addEventListener("mouseenter", this.show);
+    this.element.addEventListener("mouseleave", this.hide);
+  }
+
+  removeEventListeners() {
+    this.element.removeEventListener("mouseenter", this.show);
+    this.element.removeEventListener("mouseleave", this.hide);
+  }
+
+  show = () => {
+    this.tooltipTarget.classList.remove("hidden");
+    this.startAutoUpdate();
+    this.update();
+  };
+
+  hide = () => {
+    this.tooltipTarget.classList.add("hidden");
+    this.stopAutoUpdate();
+  };
+
+  startAutoUpdate() {
+    if (!this._cleanup) {
+      const reference = this.element.querySelector("[data-icon]");
+      this._cleanup = autoUpdate(
+        reference || this.element,
+        this.tooltipTarget,
+        this.boundUpdate
+      );
+    }
+  }
+
+  stopAutoUpdate() {
+    if (this._cleanup) {
+      this._cleanup();
+      this._cleanup = null;
+    }
+  }
+
+  update() {
+    const reference = this.element.querySelector("[data-icon]");
+    computePosition(reference || this.element, this.tooltipTarget, {
+      placement: this.placementValue,
+      middleware: [
+        offset({
+          mainAxis: this.offsetValue,
+          crossAxis: this.crossAxisValue,
+        }),
+        flip(),
+        shift({ padding: 5 }),
+      ],
+    }).then(({ x, y }) => {
+      Object.assign(this.tooltipTarget.style, {
+        left: `${x}px`,
+        top: `${y}px`,
+      });
+    });
+  }
+}

app/components/UI/account/activity_date.html.erb

@@ -0,0 +1,103 @@
+<%= tag.div id: id, data: { bulk_select_target: "group" }, class: "bg-container-inset rounded-xl p-1 w-full" do %>
+  <details class="group">
+    <summary>
+      <div class="py-2 px-4 flex items-center justify-between font-medium text-xs text-secondary">
+        <div class="flex pl-0.5 items-center gap-4">
+          <%= check_box_tag "#{date}_entries_selection",
+                          class: ["checkbox checkbox--light", "hidden": entries.size == 0],
+                          id: "selection_entry_#{date}",
+                          data: { action: "bulk-select#toggleGroupSelection" } %>
+
+          <p class="uppercase space-x-1.5">
+            <%= tag.span I18n.l(date, format: :long) %>
+            <span>&middot;</span>
+            <%= tag.span entries.size %>
+          </p>
+        </div>
+
+        <div class="flex items-center gap-4">
+          <div class="flex items-center gap-2">
+            <span class="font-medium"><%= balance_trend.current.format %></span>
+            <%= render DS::Tooltip.new(text: "The end of day balance, after all transactions and adjustments", placement: "left", size: "sm") %>
+          </div>
+          <%= helpers.icon "chevron-down", class: "group-open:rotate-180" %>
+        </div>
+      </div>
+    </summary>
+
+    <div class="p-4 space-y-3">
+      <dl class="flex gap-4 items-center text-sm text-primary">
+        <dt class="flex items-center gap-2">
+          Start of day balance
+          <%= render DS::Tooltip.new(text: "The account balance at the beginning of this day, before any transactions or value changes", placement: "left", size: "sm") %>
+        </dt>
+        <hr class="grow border-dashed border-secondary">
+        <dd class="font-bold"><%= start_balance_money.format %></dd>
+      </dl>
+
+      <% if account.balance_type == :investment %>
+        <dl class="flex gap-4 items-center text-sm text-primary">
+          <dt class="flex items-center gap-2">
+            &#916; Cash
+            <%= render DS::Tooltip.new(text: "Net change in cash from deposits, withdrawals, and other cash transactions during the day", placement: "left", size: "sm") %>
+          </dt>
+          <hr class="grow border-dashed border-secondary">
+          <dd><%= cash_change_money.format %></dd>
+        </dl>
+
+        <dl class="flex gap-4 items-center text-sm text-primary">
+          <dt class="flex items-center gap-2">
+            &#916; Holdings
+            <%= render DS::Tooltip.new(text: "Net change in investment holdings value from buying, selling, or market price movements", placement: "left", size: "sm") %>
+          </dt>
+          <hr class="grow border-dashed border-secondary">
+          <dd><%= holdings_change_money.format %></dd>
+        </dl>
+      <% else %>
+        <dl class="flex gap-4 items-center text-sm text-primary">
+          <dt class="flex items-center gap-2">
+            &#916; Cash
+            <%= render DS::Tooltip.new(text: "Net change in cash balance from all transactions during the day", placement: "left", size: "sm") %>
+          </dt>
+          <hr class="grow border-dashed border-secondary">
+          <dd><%= cash_change_money.format %></dd>
+        </dl>
+      <% end %>
+
+      <dl class="flex gap-4 items-center text-sm text-primary">
+        <dt class="flex items-center gap-2">
+          End of day balance
+          <%= render DS::Tooltip.new(text: "The calculated balance after all transactions but before any manual adjustments or reconciliations", placement: "left", size: "sm") %>
+        </dt>
+        <hr class="grow border-dashed border-secondary">
+        <dd class="font-medium"><%= end_balance_before_adjustments_money.format %></dd>
+      </dl>
+
+      <hr class="border border-primary">
+
+      <dl class="flex gap-4 items-center text-sm text-primary">
+        <dt class="flex items-center gap-2">
+          &#916; Value adjustments
+          <%= render DS::Tooltip.new(text: "Adjustments are either manual reconciliations made by the user or adjustments due to market price changes throughout the day", placement: "left", size: "sm") %>
+        </dt>
+        <hr class="grow border-dashed border-secondary">
+        <dd><%= adjustments_money.format %></dd>
+      </dl>
+
+      <dl class="flex gap-4 items-center text-sm text-primary">
+        <dt class="flex items-center gap-2">
+          Closing balance
+          <%= render DS::Tooltip.new(text: "The final account balance for the day, after all transactions and adjustments have been applied", placement: "left", size: "sm") %>
+        </dt>
+        <hr class="grow border-dashed border-primary">
+        <dd class="font-bold"><%= end_balance_money.format %></dd>
+      </dl>
+    </div>
+  </details>
+
+  <div class="bg-container shadow-border-xs rounded-lg">
+    <% entries.each do |entry| %>
+      <%= render entry, view_ctx: "account" %>
+    <% end %>
+  </div>
+<% end %>