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Repository: maybe-finance/maybe
Branch: main
Commit: 77b546983275
Files: 1578
Total size: 3.5 MB
Directory structure:
gitextract_cwa_8u3g/
├── .cursor/
│ └── rules/
│ ├── cursor_rules.mdc
│ ├── general-rules.mdc
│ ├── project-conventions.mdc
│ ├── project-design.mdc
│ ├── self_improve.mdc
│ ├── stimulus_conventions.mdc
│ ├── testing.mdc
│ ├── ui-ux-design-guidelines.mdc
│ └── view_conventions.mdc
├── .devcontainer/
│ ├── Dockerfile
│ ├── devcontainer.json
│ └── docker-compose.yml
├── .dockerignore
├── .editorconfig
├── .env.example
├── .env.local.example
├── .env.test.example
├── .erb_lint.yml
├── .gitattributes
├── .github/
│ ├── DISCUSSION_TEMPLATE/
│ │ └── feature-requests.yml
│ ├── ISSUE_TEMPLATE/
│ │ ├── bug_report.md
│ │ └── other.md
│ ├── dependabot.yml
│ └── workflows/
│ ├── ci.yml
│ ├── pr.yml
│ └── publish.yml
├── .gitignore
├── .rubocop.yml
├── .ruby-version
├── CLAUDE.md
├── CONTRIBUTING.md
├── Dockerfile
├── Gemfile
├── LICENSE
├── Procfile.dev
├── README.md
├── Rakefile
├── app/
│ ├── assets/
│ │ ├── builds/
│ │ │ └── .keep
│ │ └── tailwind/
│ │ ├── application.css
│ │ ├── geist-font.css
│ │ ├── geist-mono-font.css
│ │ ├── maybe-design-system/
│ │ │ ├── background-utils.css
│ │ │ ├── border-utils.css
│ │ │ ├── component-utils.css
│ │ │ ├── foreground-utils.css
│ │ │ └── text-utils.css
│ │ ├── maybe-design-system.css
│ │ └── simonweb_pickr.css
│ ├── channels/
│ │ └── application_cable/
│ │ ├── channel.rb
│ │ └── connection.rb
│ ├── components/
│ │ ├── DS/
│ │ │ ├── alert.html.erb
│ │ │ ├── alert.rb
│ │ │ ├── button.html.erb
│ │ │ ├── button.rb
│ │ │ ├── buttonish.rb
│ │ │ ├── dialog.html.erb
│ │ │ ├── dialog.rb
│ │ │ ├── dialog_controller.js
│ │ │ ├── disclosure.html.erb
│ │ │ ├── disclosure.rb
│ │ │ ├── filled_icon.html.erb
│ │ │ ├── filled_icon.rb
│ │ │ ├── link.html.erb
│ │ │ ├── link.rb
│ │ │ ├── menu.html.erb
│ │ │ ├── menu.rb
│ │ │ ├── menu_controller.js
│ │ │ ├── menu_item.html.erb
│ │ │ ├── menu_item.rb
│ │ │ ├── tab.rb
│ │ │ ├── tabs/
│ │ │ │ ├── nav.rb
│ │ │ │ └── panel.rb
│ │ │ ├── tabs.html.erb
│ │ │ ├── tabs.rb
│ │ │ ├── tabs_controller.js
│ │ │ ├── toggle.html.erb
│ │ │ ├── toggle.rb
│ │ │ ├── tooltip.html.erb
│ │ │ ├── tooltip.rb
│ │ │ └── tooltip_controller.js
│ │ ├── UI/
│ │ │ ├── account/
│ │ │ │ ├── activity_date.html.erb
│ │ │ │ ├── activity_date.rb
│ │ │ │ ├── activity_feed.html.erb
│ │ │ │ ├── activity_feed.rb
│ │ │ │ ├── balance_reconciliation.html.erb
│ │ │ │ ├── balance_reconciliation.rb
│ │ │ │ ├── chart.html.erb
│ │ │ │ └── chart.rb
│ │ │ ├── account_page.html.erb
│ │ │ └── account_page.rb
│ │ ├── application_component.rb
│ │ └── design_system_component.rb
│ ├── controllers/
│ │ ├── accountable_sparklines_controller.rb
│ │ ├── accounts_controller.rb
│ │ ├── api/
│ │ │ └── v1/
│ │ │ ├── accounts_controller.rb
│ │ │ ├── auth_controller.rb
│ │ │ ├── base_controller.rb
│ │ │ ├── chats_controller.rb
│ │ │ ├── messages_controller.rb
│ │ │ ├── test_controller.rb
│ │ │ ├── transactions_controller.rb
│ │ │ └── usage_controller.rb
│ │ ├── application_controller.rb
│ │ ├── budget_categories_controller.rb
│ │ ├── budgets_controller.rb
│ │ ├── categories_controller.rb
│ │ ├── category/
│ │ │ ├── deletions_controller.rb
│ │ │ └── dropdowns_controller.rb
│ │ ├── chats_controller.rb
│ │ ├── concerns/
│ │ │ ├── accountable_resource.rb
│ │ │ ├── authentication.rb
│ │ │ ├── auto_sync.rb
│ │ │ ├── breadcrumbable.rb
│ │ │ ├── entryable_resource.rb
│ │ │ ├── feature_guardable.rb
│ │ │ ├── impersonatable.rb
│ │ │ ├── invitable.rb
│ │ │ ├── localize.rb
│ │ │ ├── notifiable.rb
│ │ │ ├── onboardable.rb
│ │ │ ├── periodable.rb
│ │ │ ├── restore_layout_preferences.rb
│ │ │ ├── self_hostable.rb
│ │ │ ├── store_location.rb
│ │ │ └── stream_extensions.rb
│ │ ├── cookie_sessions_controller.rb
│ │ ├── credit_cards_controller.rb
│ │ ├── cryptos_controller.rb
│ │ ├── currencies_controller.rb
│ │ ├── current_sessions_controller.rb
│ │ ├── depositories_controller.rb
│ │ ├── email_confirmations_controller.rb
│ │ ├── family_exports_controller.rb
│ │ ├── family_merchants_controller.rb
│ │ ├── holdings_controller.rb
│ │ ├── impersonation_sessions_controller.rb
│ │ ├── import/
│ │ │ ├── cleans_controller.rb
│ │ │ ├── configurations_controller.rb
│ │ │ ├── confirms_controller.rb
│ │ │ ├── mappings_controller.rb
│ │ │ ├── rows_controller.rb
│ │ │ └── uploads_controller.rb
│ │ ├── imports_controller.rb
│ │ ├── investments_controller.rb
│ │ ├── invitations_controller.rb
│ │ ├── invite_codes_controller.rb
│ │ ├── loans_controller.rb
│ │ ├── lookbooks_controller.rb
│ │ ├── messages_controller.rb
│ │ ├── mfa_controller.rb
│ │ ├── onboardings_controller.rb
│ │ ├── other_assets_controller.rb
│ │ ├── other_liabilities_controller.rb
│ │ ├── pages_controller.rb
│ │ ├── password_resets_controller.rb
│ │ ├── passwords_controller.rb
│ │ ├── plaid_items_controller.rb
│ │ ├── properties_controller.rb
│ │ ├── registrations_controller.rb
│ │ ├── rules_controller.rb
│ │ ├── securities_controller.rb
│ │ ├── sessions_controller.rb
│ │ ├── settings/
│ │ │ ├── api_keys_controller.rb
│ │ │ ├── billings_controller.rb
│ │ │ ├── hostings_controller.rb
│ │ │ ├── preferences_controller.rb
│ │ │ ├── profiles_controller.rb
│ │ │ └── securities_controller.rb
│ │ ├── subscriptions_controller.rb
│ │ ├── tag/
│ │ │ └── deletions_controller.rb
│ │ ├── tags_controller.rb
│ │ ├── trades_controller.rb
│ │ ├── transaction_categories_controller.rb
│ │ ├── transactions/
│ │ │ ├── bulk_deletions_controller.rb
│ │ │ └── bulk_updates_controller.rb
│ │ ├── transactions_controller.rb
│ │ ├── transfer_matches_controller.rb
│ │ ├── transfers_controller.rb
│ │ ├── users_controller.rb
│ │ ├── valuations_controller.rb
│ │ ├── vehicles_controller.rb
│ │ └── webhooks_controller.rb
│ ├── data_migrations/
│ │ └── balance_component_migrator.rb
│ ├── helpers/
│ │ ├── accounts_helper.rb
│ │ ├── application_helper.rb
│ │ ├── categories_helper.rb
│ │ ├── chats_helper.rb
│ │ ├── custom_confirm.rb
│ │ ├── entries_helper.rb
│ │ ├── imports_helper.rb
│ │ ├── languages_helper.rb
│ │ ├── mfa_helper.rb
│ │ ├── settings_helper.rb
│ │ ├── styled_form_builder.rb
│ │ └── transactions_helper.rb
│ ├── javascript/
│ │ ├── application.js
│ │ ├── controllers/
│ │ │ ├── app_layout_controller.js
│ │ │ ├── application.js
│ │ │ ├── auto_submit_form_controller.js
│ │ │ ├── budget_form_controller.js
│ │ │ ├── bulk_select_controller.js
│ │ │ ├── category_controller.js
│ │ │ ├── chat_controller.js
│ │ │ ├── clipboard_controller.js
│ │ │ ├── color_avatar_controller.js
│ │ │ ├── color_select_controller.js
│ │ │ ├── confirm_dialog_controller.js
│ │ │ ├── deletion_controller.js
│ │ │ ├── donut_chart_controller.js
│ │ │ ├── element_removal_controller.js
│ │ │ ├── file_upload_controller.js
│ │ │ ├── hotkey_controller.js
│ │ │ ├── import_controller.js
│ │ │ ├── index.js
│ │ │ ├── intercom_controller.js
│ │ │ ├── list_filter_controller.js
│ │ │ ├── list_keyboard_navigation_controller.js
│ │ │ ├── mobile_cell_interaction_controller.js
│ │ │ ├── money_field_controller.js
│ │ │ ├── onboarding_controller.js
│ │ │ ├── password_validator_controller.js
│ │ │ ├── password_visibility_controller.js
│ │ │ ├── plaid_controller.js
│ │ │ ├── preserve_scroll_controller.js
│ │ │ ├── profile_image_preview_controller.js
│ │ │ ├── rule/
│ │ │ │ ├── actions_controller.js
│ │ │ │ └── conditions_controller.js
│ │ │ ├── rules_controller.js
│ │ │ ├── sankey_chart_controller.js
│ │ │ ├── scroll_on_connect_controller.js
│ │ │ ├── selectable_link_controller.js
│ │ │ ├── theme_controller.js
│ │ │ ├── time_series_chart_controller.js
│ │ │ ├── tooltip_controller.js
│ │ │ ├── trade_form_controller.js
│ │ │ ├── transfer_match_controller.js
│ │ │ └── turbo_frame_timeout_controller.js
│ │ ├── services/
│ │ │ └── currencies_service.js
│ │ └── shims/
│ │ ├── d3-array-default.js
│ │ └── d3-shape-default.js
│ ├── jobs/
│ │ ├── application_job.rb
│ │ ├── assistant_response_job.rb
│ │ ├── auto_categorize_job.rb
│ │ ├── auto_detect_merchants_job.rb
│ │ ├── data_cache_clear_job.rb
│ │ ├── destroy_job.rb
│ │ ├── family_data_export_job.rb
│ │ ├── family_reset_job.rb
│ │ ├── import_job.rb
│ │ ├── import_market_data_job.rb
│ │ ├── revert_import_job.rb
│ │ ├── rule_job.rb
│ │ ├── security_health_check_job.rb
│ │ ├── stripe_event_handler_job.rb
│ │ ├── sync_cleaner_job.rb
│ │ ├── sync_job.rb
│ │ └── user_purge_job.rb
│ ├── mailers/
│ │ ├── application_mailer.rb
│ │ ├── email_confirmation_mailer.rb
│ │ ├── invitation_mailer.rb
│ │ └── password_mailer.rb
│ ├── models/
│ │ ├── account/
│ │ │ ├── activity_feed_data.rb
│ │ │ ├── anchorable.rb
│ │ │ ├── chartable.rb
│ │ │ ├── current_balance_manager.rb
│ │ │ ├── linkable.rb
│ │ │ ├── market_data_importer.rb
│ │ │ ├── opening_balance_manager.rb
│ │ │ ├── reconcileable.rb
│ │ │ ├── reconciliation_manager.rb
│ │ │ ├── sync_complete_event.rb
│ │ │ └── syncer.rb
│ │ ├── account.rb
│ │ ├── account_import.rb
│ │ ├── address.rb
│ │ ├── api_key.rb
│ │ ├── application_record.rb
│ │ ├── assistant/
│ │ │ ├── broadcastable.rb
│ │ │ ├── configurable.rb
│ │ │ ├── function/
│ │ │ │ ├── get_accounts.rb
│ │ │ │ ├── get_balance_sheet.rb
│ │ │ │ ├── get_income_statement.rb
│ │ │ │ └── get_transactions.rb
│ │ │ ├── function.rb
│ │ │ ├── function_tool_caller.rb
│ │ │ ├── provided.rb
│ │ │ └── responder.rb
│ │ ├── assistant.rb
│ │ ├── assistant_message.rb
│ │ ├── balance/
│ │ │ ├── base_calculator.rb
│ │ │ ├── chart_series_builder.rb
│ │ │ ├── forward_calculator.rb
│ │ │ ├── materializer.rb
│ │ │ ├── reverse_calculator.rb
│ │ │ └── sync_cache.rb
│ │ ├── balance.rb
│ │ ├── balance_sheet/
│ │ │ ├── account_group.rb
│ │ │ ├── account_totals.rb
│ │ │ ├── classification_group.rb
│ │ │ ├── net_worth_series_builder.rb
│ │ │ └── sync_status_monitor.rb
│ │ ├── balance_sheet.rb
│ │ ├── budget.rb
│ │ ├── budget_category.rb
│ │ ├── category.rb
│ │ ├── chat/
│ │ │ └── debuggable.rb
│ │ ├── chat.rb
│ │ ├── concerns/
│ │ │ ├── accountable.rb
│ │ │ ├── enrichable.rb
│ │ │ ├── monetizable.rb
│ │ │ └── syncable.rb
│ │ ├── credit_card.rb
│ │ ├── crypto.rb
│ │ ├── current.rb
│ │ ├── data_enrichment.rb
│ │ ├── demo/
│ │ │ ├── data_cleaner.rb
│ │ │ └── generator.rb
│ │ ├── depository.rb
│ │ ├── developer_message.rb
│ │ ├── entry.rb
│ │ ├── entry_search.rb
│ │ ├── entryable.rb
│ │ ├── exchange_rate/
│ │ │ ├── importer.rb
│ │ │ └── provided.rb
│ │ ├── exchange_rate.rb
│ │ ├── family/
│ │ │ ├── auto_categorizer.rb
│ │ │ ├── auto_merchant_detector.rb
│ │ │ ├── auto_transfer_matchable.rb
│ │ │ ├── data_exporter.rb
│ │ │ ├── plaid_connectable.rb
│ │ │ ├── subscribeable.rb
│ │ │ ├── sync_complete_event.rb
│ │ │ └── syncer.rb
│ │ ├── family.rb
│ │ ├── family_export.rb
│ │ ├── family_merchant.rb
│ │ ├── holding/
│ │ │ ├── forward_calculator.rb
│ │ │ ├── gapfillable.rb
│ │ │ ├── materializer.rb
│ │ │ ├── portfolio_cache.rb
│ │ │ ├── portfolio_snapshot.rb
│ │ │ └── reverse_calculator.rb
│ │ ├── holding.rb
│ │ ├── impersonation_session.rb
│ │ ├── impersonation_session_log.rb
│ │ ├── import/
│ │ │ ├── account_mapping.rb
│ │ │ ├── account_type_mapping.rb
│ │ │ ├── category_mapping.rb
│ │ │ ├── mapping.rb
│ │ │ ├── row.rb
│ │ │ └── tag_mapping.rb
│ │ ├── import.rb
│ │ ├── income_statement/
│ │ │ ├── category_stats.rb
│ │ │ ├── family_stats.rb
│ │ │ └── totals.rb
│ │ ├── income_statement.rb
│ │ ├── investment.rb
│ │ ├── invitation.rb
│ │ ├── invite_code.rb
│ │ ├── loan.rb
│ │ ├── market_data_importer.rb
│ │ ├── measurement.rb
│ │ ├── merchant.rb
│ │ ├── message.rb
│ │ ├── mint_import.rb
│ │ ├── mobile_device.rb
│ │ ├── other_asset.rb
│ │ ├── other_liability.rb
│ │ ├── period.rb
│ │ ├── plaid_account/
│ │ │ ├── importer.rb
│ │ │ ├── investments/
│ │ │ │ ├── balance_calculator.rb
│ │ │ │ ├── holdings_processor.rb
│ │ │ │ ├── security_resolver.rb
│ │ │ │ └── transactions_processor.rb
│ │ │ ├── liabilities/
│ │ │ │ ├── credit_processor.rb
│ │ │ │ ├── mortgage_processor.rb
│ │ │ │ └── student_loan_processor.rb
│ │ │ ├── processor.rb
│ │ │ ├── transactions/
│ │ │ │ ├── category_matcher.rb
│ │ │ │ ├── category_taxonomy.rb
│ │ │ │ └── processor.rb
│ │ │ └── type_mappable.rb
│ │ ├── plaid_account.rb
│ │ ├── plaid_entry/
│ │ │ └── processor.rb
│ │ ├── plaid_item/
│ │ │ ├── accounts_snapshot.rb
│ │ │ ├── importer.rb
│ │ │ ├── provided.rb
│ │ │ ├── sync_complete_event.rb
│ │ │ ├── syncer.rb
│ │ │ └── webhook_processor.rb
│ │ ├── plaid_item.rb
│ │ ├── property.rb
│ │ ├── provider/
│ │ │ ├── exchange_rate_concept.rb
│ │ │ ├── github.rb
│ │ │ ├── llm_concept.rb
│ │ │ ├── openai/
│ │ │ │ ├── auto_categorizer.rb
│ │ │ │ ├── auto_merchant_detector.rb
│ │ │ │ ├── chat_config.rb
│ │ │ │ ├── chat_parser.rb
│ │ │ │ └── chat_stream_parser.rb
│ │ │ ├── openai.rb
│ │ │ ├── plaid.rb
│ │ │ ├── plaid_sandbox.rb
│ │ │ ├── registry.rb
│ │ │ ├── security_concept.rb
│ │ │ ├── stripe/
│ │ │ │ ├── event_processor.rb
│ │ │ │ └── subscription_event_processor.rb
│ │ │ ├── stripe.rb
│ │ │ └── synth.rb
│ │ ├── provider.rb
│ │ ├── provider_merchant.rb
│ │ ├── rejected_transfer.rb
│ │ ├── rule/
│ │ │ ├── action.rb
│ │ │ ├── action_executor/
│ │ │ │ ├── auto_categorize.rb
│ │ │ │ ├── auto_detect_merchants.rb
│ │ │ │ ├── set_transaction_category.rb
│ │ │ │ ├── set_transaction_merchant.rb
│ │ │ │ ├── set_transaction_name.rb
│ │ │ │ └── set_transaction_tags.rb
│ │ │ ├── action_executor.rb
│ │ │ ├── condition.rb
│ │ │ ├── condition_filter/
│ │ │ │ ├── transaction_amount.rb
│ │ │ │ ├── transaction_merchant.rb
│ │ │ │ └── transaction_name.rb
│ │ │ ├── condition_filter.rb
│ │ │ ├── registry/
│ │ │ │ └── transaction_resource.rb
│ │ │ └── registry.rb
│ │ ├── rule.rb
│ │ ├── security/
│ │ │ ├── health_checker.rb
│ │ │ ├── price/
│ │ │ │ └── importer.rb
│ │ │ ├── price.rb
│ │ │ ├── provided.rb
│ │ │ ├── resolver.rb
│ │ │ └── synth_combobox_option.rb
│ │ ├── security.rb
│ │ ├── series.rb
│ │ ├── session.rb
│ │ ├── setting.rb
│ │ ├── subscription.rb
│ │ ├── sync.rb
│ │ ├── tag.rb
│ │ ├── tagging.rb
│ │ ├── tool_call/
│ │ │ └── function.rb
│ │ ├── tool_call.rb
│ │ ├── trade/
│ │ │ └── create_form.rb
│ │ ├── trade.rb
│ │ ├── trade_import.rb
│ │ ├── transaction/
│ │ │ ├── ruleable.rb
│ │ │ ├── search.rb
│ │ │ └── transferable.rb
│ │ ├── transaction.rb
│ │ ├── transaction_import.rb
│ │ ├── transfer/
│ │ │ └── creator.rb
│ │ ├── transfer.rb
│ │ ├── trend.rb
│ │ ├── user.rb
│ │ ├── user_message.rb
│ │ ├── valuation/
│ │ │ └── name.rb
│ │ ├── valuation.rb
│ │ └── vehicle.rb
│ ├── services/
│ │ ├── api_rate_limiter.rb
│ │ └── noop_api_rate_limiter.rb
│ └── views/
│ ├── accountable_sparklines/
│ │ └── show.html.erb
│ ├── accounts/
│ │ ├── _account.html.erb
│ │ ├── _account_sidebar_tabs.html.erb
│ │ ├── _account_type.html.erb
│ │ ├── _accountable_group.html.erb
│ │ ├── _empty.html.erb
│ │ ├── _form.html.erb
│ │ ├── _logo.html.erb
│ │ ├── _summary_card.html.erb
│ │ ├── index/
│ │ │ ├── _account_groups.erb
│ │ │ └── _manual_accounts.html.erb
│ │ ├── index.html.erb
│ │ ├── new/
│ │ │ ├── _container.html.erb
│ │ │ └── _method_selector.html.erb
│ │ ├── new.html.erb
│ │ ├── show/
│ │ │ ├── _activity.html.erb
│ │ │ ├── _header.html.erb
│ │ │ └── _menu.html.erb
│ │ ├── show.html.erb
│ │ └── sparkline.html.erb
│ ├── api/
│ │ └── v1/
│ │ ├── accounts/
│ │ │ └── index.json.jbuilder
│ │ ├── chats/
│ │ │ ├── _chat.json.jbuilder
│ │ │ ├── index.json.jbuilder
│ │ │ └── show.json.jbuilder
│ │ ├── messages/
│ │ │ └── show.json.jbuilder
│ │ └── transactions/
│ │ ├── _transaction.json.jbuilder
│ │ ├── index.json.jbuilder
│ │ └── show.json.jbuilder
│ ├── assistant_messages/
│ │ ├── _assistant_message.html.erb
│ │ └── _tool_calls.html.erb
│ ├── budget_categories/
│ │ ├── _allocation_progress.erb
│ │ ├── _budget_category.html.erb
│ │ ├── _budget_category_donut.html.erb
│ │ ├── _budget_category_form.html.erb
│ │ ├── _confirm_button.html.erb
│ │ ├── _no_categories.html.erb
│ │ ├── _uncategorized_budget_category_form.html.erb
│ │ ├── index.html.erb
│ │ ├── show.html.erb
│ │ └── update.turbo_stream.erb
│ ├── budgets/
│ │ ├── _actuals_summary.html.erb
│ │ ├── _budget_categories.html.erb
│ │ ├── _budget_donut.html.erb
│ │ ├── _budget_header.html.erb
│ │ ├── _budget_nav.html.erb
│ │ ├── _budgeted_summary.html.erb
│ │ ├── _over_allocation_warning.html.erb
│ │ ├── _picker.html.erb
│ │ ├── edit.html.erb
│ │ └── show.html.erb
│ ├── categories/
│ │ ├── _badge.html.erb
│ │ ├── _category.html.erb
│ │ ├── _category_list_group.html.erb
│ │ ├── _color_avatar.html.erb
│ │ ├── _form.html.erb
│ │ ├── _menu.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── category/
│ │ ├── deletions/
│ │ │ └── new.html.erb
│ │ └── dropdowns/
│ │ ├── _row.html.erb
│ │ └── show.html.erb
│ ├── chats/
│ │ ├── _ai_avatar.html.erb
│ │ ├── _ai_consent.html.erb
│ │ ├── _ai_greeting.html.erb
│ │ ├── _chat.html.erb
│ │ ├── _chat_nav.html.erb
│ │ ├── _chat_title.html.erb
│ │ ├── _error.html.erb
│ │ ├── _thinking_indicator.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── credit_cards/
│ │ ├── _form.html.erb
│ │ ├── _overview.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── cryptos/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── depositories/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── developer_messages/
│ │ └── _developer_message.html.erb
│ ├── doorkeeper/
│ │ ├── applications/
│ │ │ ├── _delete_form.html.erb
│ │ │ ├── _form.html.erb
│ │ │ ├── edit.html.erb
│ │ │ ├── index.html.erb
│ │ │ ├── new.html.erb
│ │ │ └── show.html.erb
│ │ ├── authorizations/
│ │ │ ├── error.html.erb
│ │ │ ├── form_post.html.erb
│ │ │ ├── new.html.erb
│ │ │ └── show.html.erb
│ │ └── authorized_applications/
│ │ ├── _delete_form.html.erb
│ │ └── index.html.erb
│ ├── email_confirmation_mailer/
│ │ ├── confirmation_email.html.erb
│ │ └── confirmation_email.text.erb
│ ├── entries/
│ │ ├── _empty.html.erb
│ │ ├── _entry.html.erb
│ │ ├── _entry_group.html.erb
│ │ ├── _loading.html.erb
│ │ └── _selection_bar.html.erb
│ ├── family_exports/
│ │ ├── _list.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── family_merchants/
│ │ ├── _family_merchant.html.erb
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── holdings/
│ │ ├── _cash.html.erb
│ │ ├── _holding.html.erb
│ │ ├── _missing_price_tooltip.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── impersonation_sessions/
│ │ ├── _approval_bar.html.erb
│ │ └── _super_admin_bar.html.erb
│ ├── import/
│ │ ├── cleans/
│ │ │ └── show.html.erb
│ │ ├── configurations/
│ │ │ ├── _account_import.html.erb
│ │ │ ├── _mint_import.html.erb
│ │ │ ├── _trade_import.html.erb
│ │ │ ├── _transaction_import.html.erb
│ │ │ └── show.html.erb
│ │ ├── confirms/
│ │ │ ├── _mappings.html.erb
│ │ │ └── show.html.erb
│ │ ├── mappings/
│ │ │ └── _form.html.erb
│ │ ├── rows/
│ │ │ ├── _form.html.erb
│ │ │ └── show.html.erb
│ │ └── uploads/
│ │ └── show.html.erb
│ ├── imports/
│ │ ├── _empty.html.erb
│ │ ├── _failure.html.erb
│ │ ├── _import.html.erb
│ │ ├── _importing.html.erb
│ │ ├── _nav.html.erb
│ │ ├── _ready.html.erb
│ │ ├── _revert_failure.html.erb
│ │ ├── _success.html.erb
│ │ ├── _table.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── investments/
│ │ ├── _form.html.erb
│ │ ├── _value_tooltip.html.erb
│ │ ├── edit.html.erb
│ │ ├── new.html.erb
│ │ └── tabs/
│ │ └── _holdings.html.erb
│ ├── invitation_mailer/
│ │ └── invite_email.html.erb
│ ├── invitations/
│ │ └── new.html.erb
│ ├── invite_codes/
│ │ ├── _invite_code.html.erb
│ │ └── index.html.erb
│ ├── layouts/
│ │ ├── application.html.erb
│ │ ├── auth.html.erb
│ │ ├── blank.html.erb
│ │ ├── doorkeeper/
│ │ │ ├── admin.html.erb
│ │ │ └── application.html.erb
│ │ ├── imports.html.erb
│ │ ├── lookbooks.html.erb
│ │ ├── mailer.html.erb
│ │ ├── mailer.text.erb
│ │ ├── onboardings.html.erb
│ │ ├── settings.html.erb
│ │ ├── shared/
│ │ │ ├── _breadcrumbs.html.erb
│ │ │ ├── _confirm_dialog.html.erb
│ │ │ ├── _footer.html.erb
│ │ │ ├── _head.html.erb
│ │ │ ├── _htmldoc.html.erb
│ │ │ ├── _nav_item.html.erb
│ │ │ └── _page_header.html.erb
│ │ └── wizard.html.erb
│ ├── loans/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ ├── new.html.erb
│ │ └── tabs/
│ │ └── _overview.html.erb
│ ├── messages/
│ │ └── _chat_form.html.erb
│ ├── mfa/
│ │ ├── backup_codes.html.erb
│ │ ├── new.html.erb
│ │ └── verify.html.erb
│ ├── onboardings/
│ │ ├── _logout.html.erb
│ │ ├── _onboarding_nav.html.erb
│ │ ├── goals.html.erb
│ │ ├── preferences.html.erb
│ │ ├── show.html.erb
│ │ └── trial.html.erb
│ ├── other_assets/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── other_liabilities/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── pages/
│ │ ├── changelog.html.erb
│ │ ├── dashboard/
│ │ │ ├── _balance_sheet.html.erb
│ │ │ ├── _cashflow_sankey.html.erb
│ │ │ ├── _group_weight.html.erb
│ │ │ ├── _net_worth_chart.html.erb
│ │ │ └── _no_accounts_graph_placeholder.html.erb
│ │ ├── dashboard.html.erb
│ │ ├── feedback.html.erb
│ │ └── redis_configuration_error.html.erb
│ ├── password_mailer/
│ │ └── password_reset.html.erb
│ ├── password_resets/
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── passwords/
│ │ └── edit.html.erb
│ ├── plaid_items/
│ │ ├── _auto_link_opener.html.erb
│ │ ├── _plaid_item.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── properties/
│ │ ├── _form.html.erb
│ │ ├── _form_alert.html.erb
│ │ ├── _form_tab.html.erb
│ │ ├── _form_tabs.html.erb
│ │ ├── _overview_fields.html.erb
│ │ ├── address.html.erb
│ │ ├── balances.html.erb
│ │ ├── edit.html.erb
│ │ ├── new.html.erb
│ │ └── tabs/
│ │ └── _overview.html.erb
│ ├── pwa/
│ │ ├── manifest.json.erb
│ │ └── service-worker.js
│ ├── registrations/
│ │ └── new.html.erb
│ ├── rule/
│ │ ├── actions/
│ │ │ └── _action.html.erb
│ │ └── conditions/
│ │ ├── _condition.html.erb
│ │ └── _condition_group.html.erb
│ ├── rules/
│ │ ├── _category_rule_cta.html.erb
│ │ ├── _form.html.erb
│ │ ├── _rule.html.erb
│ │ ├── confirm.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── securities/
│ │ ├── _combobox_security.turbo_stream.erb
│ │ └── index.turbo_stream.erb
│ ├── sessions/
│ │ └── new.html.erb
│ ├── settings/
│ │ ├── _section.html.erb
│ │ ├── _settings_nav.html.erb
│ │ ├── _settings_nav_item.html.erb
│ │ ├── _settings_nav_link_large.html.erb
│ │ ├── _user_avatar.html.erb
│ │ ├── _user_avatar_field.html.erb
│ │ ├── api_keys/
│ │ │ ├── created.html.erb
│ │ │ ├── created.turbo_stream.erb
│ │ │ ├── new.html.erb
│ │ │ └── show.html.erb
│ │ ├── billings/
│ │ │ └── show.html.erb
│ │ ├── hostings/
│ │ │ ├── _danger_zone_settings.html.erb
│ │ │ ├── _invite_code_settings.html.erb
│ │ │ ├── _synth_settings.html.erb
│ │ │ └── show.html.erb
│ │ ├── preferences/
│ │ │ └── show.html.erb
│ │ ├── profiles/
│ │ │ └── show.html.erb
│ │ └── securities/
│ │ └── show.html.erb
│ ├── shared/
│ │ ├── _app_version.html.erb
│ │ ├── _color_avatar.html.erb
│ │ ├── _form_errors.html.erb
│ │ ├── _logo.html.erb
│ │ ├── _money_field.html.erb
│ │ ├── _pagination.html.erb
│ │ ├── _progress_circle.html.erb
│ │ ├── _ruler.html.erb
│ │ ├── _sparkline.html.erb
│ │ ├── _text_tooltip.erb
│ │ ├── _transaction_type_tabs.html.erb
│ │ ├── _trend_change.html.erb
│ │ └── notifications/
│ │ ├── _alert.html.erb
│ │ ├── _cta.html.erb
│ │ └── _notice.html.erb
│ ├── subscriptions/
│ │ ├── _plan_choice.html.erb
│ │ └── upgrade.html.erb
│ ├── tag/
│ │ └── deletions/
│ │ └── new.html.erb
│ ├── tags/
│ │ ├── _badge.html.erb
│ │ ├── _form.html.erb
│ │ ├── _tag.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── trades/
│ │ ├── _form.html.erb
│ │ ├── _header.html.erb
│ │ ├── _trade.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── transactions/
│ │ ├── _form.html.erb
│ │ ├── _header.html.erb
│ │ ├── _selection_bar.html.erb
│ │ ├── _summary.html.erb
│ │ ├── _transaction.html.erb
│ │ ├── _transaction_category.html.erb
│ │ ├── _transfer_match.html.erb
│ │ ├── bulk_updates/
│ │ │ └── new.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ ├── searches/
│ │ │ ├── _form.html.erb
│ │ │ ├── _menu.html.erb
│ │ │ ├── _search.html.erb
│ │ │ └── filters/
│ │ │ ├── _account_filter.html.erb
│ │ │ ├── _amount_filter.html.erb
│ │ │ ├── _badge.html.erb
│ │ │ ├── _category_filter.html.erb
│ │ │ ├── _date_filter.html.erb
│ │ │ ├── _merchant_filter.html.erb
│ │ │ ├── _tag_filter.html.erb
│ │ │ └── _type_filter.html.erb
│ │ └── show.html.erb
│ ├── transfer_matches/
│ │ ├── _matching_fields.html.erb
│ │ └── new.html.erb
│ ├── transfers/
│ │ ├── _account_links.html.erb
│ │ ├── _form.html.erb
│ │ ├── new.html.erb
│ │ ├── show.html.erb
│ │ └── update.turbo_stream.erb
│ ├── user_messages/
│ │ └── _user_message.html.erb
│ ├── users/
│ │ └── _user_menu.html.erb
│ ├── valuations/
│ │ ├── _confirmation_contents.html.erb
│ │ ├── _header.html.erb
│ │ ├── _valuation.html.erb
│ │ ├── confirm_create.html.erb
│ │ ├── confirm_update.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ └── vehicles/
│ ├── _form.html.erb
│ ├── edit.html.erb
│ ├── new.html.erb
│ └── tabs/
│ └── _overview.html.erb
├── bin/
│ ├── brakeman
│ ├── bundle
│ ├── dev
│ ├── docker-entrypoint
│ ├── importmap
│ ├── rails
│ ├── rake
│ ├── render-build.sh
│ ├── rubocop
│ ├── setup
│ └── update_structure.sh
├── biome.json
├── compose.example.yml
├── config/
│ ├── application.rb
│ ├── boot.rb
│ ├── brakeman.ignore
│ ├── cable.yml
│ ├── credentials.yml.enc
│ ├── currencies.yml
│ ├── database.yml
│ ├── environment.rb
│ ├── environments/
│ │ ├── development.rb
│ │ ├── production.rb
│ │ └── test.rb
│ ├── i18n-tasks.yml
│ ├── importmap.rb
│ ├── initializers/
│ │ ├── active_record_encryption.rb
│ │ ├── assets.rb
│ │ ├── content_security_policy.rb
│ │ ├── doorkeeper.rb
│ │ ├── doorkeeper_csrf_protection.rb
│ │ ├── doorkeeper_layout.rb
│ │ ├── enable_yjit.rb
│ │ ├── filter_parameter_logging.rb
│ │ ├── generator.rb
│ │ ├── inflections.rb
│ │ ├── intercom.rb
│ │ ├── mini_profiler.rb
│ │ ├── pagy.rb
│ │ ├── permissions_policy.rb
│ │ ├── plaid.rb
│ │ ├── rack_attack.rb
│ │ ├── sentry.rb
│ │ ├── sidekiq.rb
│ │ └── version.rb
│ ├── locales/
│ │ ├── defaults/
│ │ │ ├── af.yml
│ │ │ ├── ar.yml
│ │ │ ├── az.yml
│ │ │ ├── be.yml
│ │ │ ├── bg.yml
│ │ │ ├── bn.yml
│ │ │ ├── bs.yml
│ │ │ ├── ca.yml
│ │ │ ├── cs.yml
│ │ │ ├── cy.yml
│ │ │ ├── da.yml
│ │ │ ├── de-AT.yml
│ │ │ ├── de-CH.yml
│ │ │ ├── de-DE.yml
│ │ │ ├── de.yml
│ │ │ ├── dz.yml
│ │ │ ├── el-CY.yml
│ │ │ ├── el.yml
│ │ │ ├── en-AU.yml
│ │ │ ├── en-CA.yml
│ │ │ ├── en-CY.yml
│ │ │ ├── en-GB.yml
│ │ │ ├── en-IE.yml
│ │ │ ├── en-IN.yml
│ │ │ ├── en-NZ.yml
│ │ │ ├── en-TT.yml
│ │ │ ├── en-US.yml
│ │ │ ├── en-ZA.yml
│ │ │ ├── en.yml
│ │ │ ├── eo.yml
│ │ │ ├── es-419.yml
│ │ │ ├── es-AR.yml
│ │ │ ├── es-CL.yml
│ │ │ ├── es-CO.yml
│ │ │ ├── es-CR.yml
│ │ │ ├── es-EC.yml
│ │ │ ├── es-ES.yml
│ │ │ ├── es-MX.yml
│ │ │ ├── es-NI.yml
│ │ │ ├── es-PA.yml
│ │ │ ├── es-PE.yml
│ │ │ ├── es-US.yml
│ │ │ ├── es-VE.yml
│ │ │ ├── es.yml
│ │ │ ├── et.yml
│ │ │ ├── eu.yml
│ │ │ ├── fa.yml
│ │ │ ├── fi.yml
│ │ │ ├── fr-CA.yml
│ │ │ ├── fr-CH.yml
│ │ │ ├── fr-FR.yml
│ │ │ ├── fr.yml
│ │ │ ├── fy.yml
│ │ │ ├── gd.yml
│ │ │ ├── gl.yml
│ │ │ ├── he.yml
│ │ │ ├── hi-IN.yml
│ │ │ ├── hi.yml
│ │ │ ├── hr.yml
│ │ │ ├── hu.yml
│ │ │ ├── id.yml
│ │ │ ├── is.yml
│ │ │ ├── it-CH.yml
│ │ │ ├── it.yml
│ │ │ ├── ja.yml
│ │ │ ├── ka.yml
│ │ │ ├── kk.yml
│ │ │ ├── km.yml
│ │ │ ├── kn.yml
│ │ │ ├── ko.yml
│ │ │ ├── lb.yml
│ │ │ ├── lo.yml
│ │ │ ├── lt.yml
│ │ │ ├── lv.yml
│ │ │ ├── mg.yml
│ │ │ ├── mk.yml
│ │ │ ├── ml.yml
│ │ │ ├── mn.yml
│ │ │ ├── mr-IN.yml
│ │ │ ├── ms.yml
│ │ │ ├── nb.yml
│ │ │ ├── ne.yml
│ │ │ ├── nl.yml
│ │ │ ├── nn.yml
│ │ │ ├── oc.yml
│ │ │ ├── or.yml
│ │ │ ├── pa.yml
│ │ │ ├── pl.yml
│ │ │ ├── pt-BR.yml
│ │ │ ├── pt.yml
│ │ │ ├── rm.yml
│ │ │ ├── ro.yml
│ │ │ ├── ru.yml
│ │ │ ├── sc.yml
│ │ │ ├── sk.yml
│ │ │ ├── sl.yml
│ │ │ ├── sq.yml
│ │ │ ├── sr.yml
│ │ │ ├── st.yml
│ │ │ ├── sv-FI.yml
│ │ │ ├── sv-SE.yml
│ │ │ ├── sv.yml
│ │ │ ├── sw.yml
│ │ │ ├── ta.yml
│ │ │ ├── te.yml
│ │ │ ├── th.yml
│ │ │ ├── tl.yml
│ │ │ ├── tr.yml
│ │ │ ├── tt.yml
│ │ │ ├── ug.yml
│ │ │ ├── uk.yml
│ │ │ ├── ur.yml
│ │ │ ├── uz.yml
│ │ │ ├── vi.yml
│ │ │ ├── wo.yml
│ │ │ ├── zh-CN.yml
│ │ │ └── zh-TW.yml
│ │ ├── doorkeeper.en.yml
│ │ ├── mailers/
│ │ │ └── invitation_mailer/
│ │ │ └── en.yml
│ │ ├── models/
│ │ │ ├── account/
│ │ │ │ └── en.yml
│ │ │ ├── address/
│ │ │ │ └── en.yml
│ │ │ ├── entry/
│ │ │ │ └── en.yml
│ │ │ ├── import/
│ │ │ │ └── en.yml
│ │ │ ├── time_series/
│ │ │ │ └── value/
│ │ │ │ └── en.yml
│ │ │ ├── transfer/
│ │ │ │ └── en.yml
│ │ │ ├── trend/
│ │ │ │ └── en.yml
│ │ │ └── user/
│ │ │ └── en.yml
│ │ └── views/
│ │ ├── accounts/
│ │ │ └── en.yml
│ │ ├── application/
│ │ │ └── en.yml
│ │ ├── categories/
│ │ │ └── en.yml
│ │ ├── category/
│ │ │ ├── deletions/
│ │ │ │ └── en.yml
│ │ │ └── dropdowns/
│ │ │ └── en.yml
│ │ ├── credit_cards/
│ │ │ └── en.yml
│ │ ├── cryptos/
│ │ │ └── en.yml
│ │ ├── depositories/
│ │ │ └── en.yml
│ │ ├── email_confirmation_mailer/
│ │ │ └── en.yml
│ │ ├── entries/
│ │ │ └── en.yml
│ │ ├── holdings/
│ │ │ └── en.yml
│ │ ├── impersonation_sessions/
│ │ │ └── en.yml
│ │ ├── imports/
│ │ │ └── en.yml
│ │ ├── investments/
│ │ │ └── en.yml
│ │ ├── invitation_mailer/
│ │ │ └── en.yml
│ │ ├── invitations/
│ │ │ └── en.yml
│ │ ├── invite_codes/
│ │ │ └── en.yml
│ │ ├── layout/
│ │ │ └── en.yml
│ │ ├── loans/
│ │ │ └── en.yml
│ │ ├── merchants/
│ │ │ └── en.yml
│ │ ├── mfa/
│ │ │ └── en.yml
│ │ ├── onboardings/
│ │ │ └── en.yml
│ │ ├── other_assets/
│ │ │ └── en.yml
│ │ ├── other_liabilities/
│ │ │ └── en.yml
│ │ ├── pages/
│ │ │ └── en.yml
│ │ ├── password_mailer/
│ │ │ └── en.yml
│ │ ├── password_resets/
│ │ │ └── en.yml
│ │ ├── passwords/
│ │ │ └── en.yml
│ │ ├── plaid_items/
│ │ │ └── en.yml
│ │ ├── properties/
│ │ │ └── en.yml
│ │ ├── registrations/
│ │ │ └── en.yml
│ │ ├── sessions/
│ │ │ └── en.yml
│ │ ├── settings/
│ │ │ ├── api_keys/
│ │ │ │ └── en.yml
│ │ │ ├── en.yml
│ │ │ ├── hostings/
│ │ │ │ └── en.yml
│ │ │ └── securities/
│ │ │ └── en.yml
│ │ ├── shared/
│ │ │ └── en.yml
│ │ ├── subscriptions/
│ │ │ └── en.yml
│ │ ├── tag/
│ │ │ └── deletions/
│ │ │ └── en.yml
│ │ ├── tags/
│ │ │ └── en.yml
│ │ ├── trades/
│ │ │ └── en.yml
│ │ ├── transactions/
│ │ │ └── en.yml
│ │ ├── transfers/
│ │ │ └── en.yml
│ │ ├── users/
│ │ │ └── en.yml
│ │ ├── valuations/
│ │ │ └── en.yml
│ │ └── vehicles/
│ │ └── en.yml
│ ├── puma.rb
│ ├── routes.rb
│ ├── schedule.yml
│ ├── sidekiq.yml
│ └── storage.yml
├── config.ru
├── db/
│ ├── migrate/
│ │ ├── 20240201183314_enable_uuid.rb
│ │ ├── 20240201184038_create_families.rb
│ │ ├── 20240201184212_create_users.rb
│ │ ├── 20240202015428_create_accounts.rb
│ │ ├── 20240202191425_create_account_loans.rb
│ │ ├── 20240202191746_add_accountable_to_account.rb
│ │ ├── 20240202192214_create_account_depositories.rb
│ │ ├── 20240202192231_create_account_credits.rb
│ │ ├── 20240202192238_create_account_investments.rb
│ │ ├── 20240202192312_create_account_properties.rb
│ │ ├── 20240202192319_create_account_vehicles.rb
│ │ ├── 20240202192327_create_account_other_assets.rb
│ │ ├── 20240202192333_create_account_other_liabilities.rb
│ │ ├── 20240202230325_create_invite_codes.rb
│ │ ├── 20240203030754_remove_type_from_accounts.rb
│ │ ├── 20240203050018_add_token_index_to_invite_codes.rb
│ │ ├── 20240206031739_replace_money_field.rb
│ │ ├── 20240209153232_add_currency_to_families.rb
│ │ ├── 20240209174912_redo_money_storage.rb
│ │ ├── 20240209200519_create_currencies.rb
│ │ ├── 20240209200924_create_exchange_rates.rb
│ │ ├── 20240210155058_create_good_jobs.rb
│ │ ├── 20240212150110_create_account_balances.rb
│ │ ├── 20240215201527_create_valuations.rb
│ │ ├── 20240221004818_remove_valuation_type.rb
│ │ ├── 20240222144849_add_status_to_account.rb
│ │ ├── 20240223162105_create_transactions.rb
│ │ ├── 20240227142457_rename_account_balance.rb
│ │ ├── 20240302145715_add_classification_to_accounts.rb
│ │ ├── 20240306193345_add_is_active_to_account.rb
│ │ ├── 20240307082827_create_transaction_categories.rb
│ │ ├── 20240308121431_remove_currency_table.rb
│ │ ├── 20240308214956_add_notes_and_excluded_to_transaction.rb
│ │ ├── 20240309180636_add_sync_status_fields_to_account.rb
│ │ ├── 20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
│ │ ├── 20240313203622_remove_converted_balance_from_account.rb
│ │ ├── 20240319154732_create_account_cryptos.rb
│ │ ├── 20240325064211_add_uniq_index_to_users_email.rb
│ │ ├── 20240401213443_add_last_sync_date_to_accounts.rb
│ │ ├── 20240403192649_add_last_login_at_to_users.rb
│ │ ├── 20240404112829_change_transaction_category_delete_behavior.rb
│ │ ├── 20240410183531_create_settings.rb
│ │ ├── 20240411102931_add_last_seen_upgrade_to_user.rb
│ │ ├── 20240425000110_add_role_to_users.rb
│ │ ├── 20240426162500_create_active_storage_tables.active_storage.rb
│ │ ├── 20240426191312_add_transaction_merchants.rb
│ │ ├── 20240430111641_add_active_to_users.rb
│ │ ├── 20240502205006_create_imports.rb
│ │ ├── 20240520074309_add_admin_role_to_current_users.rb
│ │ ├── 20240522133147_create_tags.rb
│ │ ├── 20240522151453_create_taggings.rb
│ │ ├── 20240524203959_change_account_error_columns_default.rb
│ │ ├── 20240612164751_create_institutions.rb
│ │ ├── 20240612164944_add_institution_to_accounts.rb
│ │ ├── 20240614120946_create_transfers.rb
│ │ ├── 20240614121110_add_transfer_fields_to_transaction.rb
│ │ ├── 20240619125949_rename_accountable_tables.rb
│ │ ├── 20240620114307_rename_categories_table.rb
│ │ ├── 20240620122201_rename_merchants_table.rb
│ │ ├── 20240620125026_rename_transfer_table.rb
│ │ ├── 20240620221801_rename_valuation_table.rb
│ │ ├── 20240621212528_rename_transactions_table.rb
│ │ ├── 20240624160611_create_account_entries.rb
│ │ ├── 20240624161153_migrate_entryables.rb
│ │ ├── 20240624164119_remove_old_columns_from_entryables.rb
│ │ ├── 20240628104551_move_transfers_association_from_transactions_to_entries.rb
│ │ ├── 20240706151026_rename_rate_fields.rb
│ │ ├── 20240707130331_create_account_syncs.rb
│ │ ├── 20240709113713_create_good_job_execution_error_backtrace.rb
│ │ ├── 20240709113714_create_good_job_process_lock_ids.rb
│ │ ├── 20240709113715_create_good_job_process_lock_indexes.rb
│ │ ├── 20240709152243_create_good_job_execution_duration.rb
│ │ ├── 20240710182529_create_securities.rb
│ │ ├── 20240710182728_create_security_prices.rb
│ │ ├── 20240710184048_create_account_trades.rb
│ │ ├── 20240710184249_create_account_holdings.rb
│ │ ├── 20240717113535_remove_default_from_account_balance.rb
│ │ ├── 20240725163339_add_last_synced_at_to_family.rb
│ │ ├── 20240731191344_change_primary_identifier_for_security.rb
│ │ ├── 20240807153618_add_currency_field_to_trade.rb
│ │ ├── 20240813170608_fix_invalid_accountable_data.rb
│ │ ├── 20240815125404_create_issues.rb
│ │ ├── 20240815190722_remove_warnings_from_sync.rb
│ │ ├── 20240816071555_add_col_sep_to_imports.rb
│ │ ├── 20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
│ │ ├── 20240822174006_create_addresses.rb
│ │ ├── 20240822180845_add_property_attributes.rb
│ │ ├── 20240823125526_add_details_to_vehicle.rb
│ │ ├── 20240911143158_add_last_synced_at_institution.rb
│ │ ├── 20240921170426_change_import_owner.rb
│ │ ├── 20240925112218_add_import_types.rb
│ │ ├── 20241001181256_add_locale_preference.rb
│ │ ├── 20241003163448_create_sessions.rb
│ │ ├── 20241007211438_add_billing_to_families.rb
│ │ ├── 20241008122449_add_debt_account_views.rb
│ │ ├── 20241009132959_add_notes_to_entry.rb
│ │ ├── 20241009214601_add_super_admin_to_users.rb
│ │ ├── 20241017162347_create_impersonation_sessions.rb
│ │ ├── 20241017162536_create_impersonation_session_logs.rb
│ │ ├── 20241017204250_add_accounts_indexes.rb
│ │ ├── 20241018201653_add_account_mode.rb
│ │ ├── 20241022170439_create_stock_exchanges.rb
│ │ ├── 20241022192319_fix_user_role_column_type.rb
│ │ ├── 20241022221544_add_onboarding_fields.rb
│ │ ├── 20241023195438_add_stock_exchange_reference.rb
│ │ ├── 20241024142537_add_subscription_timestamp_to_session.rb
│ │ ├── 20241025174650_add_mic_to_securities.rb
│ │ ├── 20241025182612_add_search_vector_to_securities.rb
│ │ ├── 20241029125406_add_reference_to_security_prices.rb
│ │ ├── 20241029184115_remove_prices_missing_issue.rb
│ │ ├── 20241029234028_remove_search_vector.rb
│ │ ├── 20241030121302_fix_not_null_stock_exchange_data.rb
│ │ ├── 20241030151105_remove_account_mode.rb
│ │ ├── 20241030222235_create_invitations.rb
│ │ ├── 20241106193743_add_plaid_domain.rb
│ │ ├── 20241108150422_add_unique_email_index_to_invitations.rb
│ │ ├── 20241114164118_add_products_to_plaid_item.rb
│ │ ├── 20241122183828_change_loan_interest_rate_precision.rb.rb
│ │ ├── 20241126211249_add_logo_url_to_security.rb
│ │ ├── 20241204235400_add_balance_components.rb
│ │ ├── 20241207002408_add_family_timezone.rb
│ │ ├── 20241212141453_add_merchant_logo.rb
│ │ ├── 20241217141716_add_enrichment_setting.rb
│ │ ├── 20241218132503_add_enriched_name_field.rb
│ │ ├── 20241219151540_add_region_to_plaid_item.rb
│ │ ├── 20241219174803_add_parent_category.rb
│ │ ├── 20241227142333_add_error_trace_to_syncs.rb
│ │ ├── 20241231140709_reverse_transfer_relations.rb
│ │ ├── 20250108182147_create_budgets.rb
│ │ ├── 20250108200055_create_budget_categories.rb
│ │ ├── 20250110012347_category_classification.rb
│ │ ├── 20250120210449_align_transfer_cascade_behavior.rb
│ │ ├── 20250124224316_create_rejected_transfers.rb
│ │ ├── 20250128203303_store_transaction_filters_in_session.rb
│ │ ├── 20250130191533_add_email_confirmation_to_users.rb
│ │ ├── 20250130214500_remove_email_confirmation_sent_at_from_users.rb
│ │ ├── 20250131171943_remove_email_confirmation_token_from_users.rb
│ │ ├── 20250206003115_remove_import_status_enum.rb
│ │ ├── 20250206141452_add_institution_details_to_plaid_items.rb
│ │ ├── 20250206151825_add_mfa_fields_to_users.rb
│ │ ├── 20250206204404_add_constraints_to_account_holdings.rb
│ │ ├── 20250207011850_add_exchange_operating_mic_to_securities.rb
│ │ ├── 20250207014022_add_number_format_to_imports.rb
│ │ ├── 20250207194638_adjust_securities_indexes.rb
│ │ ├── 20250211161238_make_ticker_not_null.rb
│ │ ├── 20250212163624_add_status_to_plaid_items.rb
│ │ ├── 20250212213301_add_user_sidebar_preference.rb
│ │ ├── 20250220153958_update_imports_for_operating_mic_v2.rb
│ │ ├── 20250220200735_add_default_lucide_icon_to_categories.rb
│ │ ├── 20250303141007_add_optional_account_for_import.rb
│ │ ├── 20250304140435_add_default_period_to_users.rb
│ │ ├── 20250304200956_add_signage_type_to_imports.rb
│ │ ├── 20250315191233_remove_ticker_from_security_prices.rb
│ │ ├── 20250316103753_remove_issues.rb
│ │ ├── 20250316122019_security_price_unique_index.rb
│ │ ├── 20250318212559_remove_good_job.rb
│ │ ├── 20250319145426_remove_self_host_upgrades.rb
│ │ ├── 20250319212839_create_ai_chats.rb
│ │ ├── 20250405210514_add_initial_balance_field.rb
│ │ ├── 20250410144939_add_theme_to_users.rb
│ │ ├── 20250411140604_add_parent_syncs.rb
│ │ ├── 20250413141446_table_renames.rb
│ │ ├── 20250416235317_add_rules_engine.rb
│ │ ├── 20250416235420_add_data_enrichments.rb
│ │ ├── 20250416235758_merchant_and_category_enrichment.rb
│ │ ├── 20250429021255_add_name_to_rules.rb
│ │ ├── 20250501172430_add_user_goals.rb
│ │ ├── 20250502164951_create_subscriptions.rb
│ │ ├── 20250509182903_dynamic_last_synced.rb
│ │ ├── 20250512171654_update_sync_timestamps.rb
│ │ ├── 20250513122703_add_uniqueness_to_subscriptions.rb
│ │ ├── 20250514214242_add_metadata_to_session.rb
│ │ ├── 20250516180846_remove_stock_exchanges.rb
│ │ ├── 20250518181619_add_auto_sync_preference_to_family.rb
│ │ ├── 20250521112347_add_security_resolver_fields.rb
│ │ ├── 20250522201031_stronger_unique_index_on_security.rb
│ │ ├── 20250523131455_add_raw_payloads_to_plaid_accounts.rb
│ │ ├── 20250605031616_add_index_to_sync_status.rb
│ │ ├── 20250610181219_add_sync_timestamps_to_family.rb
│ │ ├── 20250612150749_create_doorkeeper_tables.rb
│ │ ├── 20250612154522_fix_doorkeeper_resource_owner_id_for_uuid.rb
│ │ ├── 20250613002027_create_api_keys.rb
│ │ ├── 20250613100842_add_display_key_to_api_keys.rb
│ │ ├── 20250613101036_remove_key_from_api_keys.rb
│ │ ├── 20250613101051_remove_key_index_from_api_keys.rb
│ │ ├── 20250613152743_fix_doorkeeper_access_grants_resource_owner_id_for_uuid.rb
│ │ ├── 20250616183654_add_kind_to_transactions.rb
│ │ ├── 20250618104425_add_source_to_api_keys.rb
│ │ ├── 20250618110104_create_mobile_devices.rb
│ │ ├── 20250618110736_add_owner_to_oauth_applications.rb
│ │ ├── 20250618120703_add_oauth_application_to_mobile_devices.rb
│ │ ├── 20250620204550_update_excluded_transactions_to_one_time.rb
│ │ ├── 20250623162207_update_outdated_timezones.rb
│ │ ├── 20250701161640_add_account_status.rb
│ │ ├── 20250702173231_fix_mobile_devices_unique_constraint.rb
│ │ ├── 20250710225721_add_valuation_kind.rb
│ │ ├── 20250718120146_add_indexes_to_core_models.rb
│ │ ├── 20250719121103_add_start_end_columns_to_balances.rb
│ │ └── 20250724115507_create_family_exports.rb
│ ├── schema.rb
│ ├── seeds/
│ │ ├── .keep
│ │ └── oauth_applications.rb
│ └── seeds.rb
├── docs/
│ ├── api/
│ │ └── chats.md
│ └── hosting/
│ └── docker.md
├── lib/
│ ├── assets/
│ │ └── .keep
│ ├── money/
│ │ ├── arithmetic.rb
│ │ ├── currency.rb
│ │ └── formatting.rb
│ ├── money.rb
│ ├── semver.rb
│ └── tasks/
│ ├── benchmarking.rake
│ ├── data_migration.rake
│ ├── demo_data.rake
│ ├── invites.rake
│ ├── securities.rake
│ └── stripe.rake
├── log/
│ └── .keep
├── package.json
├── perf.rake
├── public/
│ ├── 404.html
│ ├── 406-unsupported-browser.html
│ ├── 422.html
│ ├── 426.html
│ ├── 500.html
│ ├── browserconfig.xml
│ ├── robots.txt
│ └── site.webmanifest
├── storage/
│ └── .keep
├── test/
│ ├── application_system_test_case.rb
│ ├── channels/
│ │ └── application_cable/
│ │ └── connection_test.rb
│ ├── components/
│ │ └── previews/
│ │ ├── alert_component_preview.rb
│ │ ├── button_component_preview.rb
│ │ ├── dialog_component_preview.rb
│ │ ├── disclosure_component_preview.rb
│ │ ├── filled_icon_component_preview.rb
│ │ ├── link_component_preview.rb
│ │ ├── menu_component_preview.rb
│ │ ├── tabs_component_preview/
│ │ │ ├── custom.html.erb
│ │ │ └── default.html.erb
│ │ ├── tabs_component_preview.rb
│ │ ├── toggle_component_preview.rb
│ │ └── tooltip_component_preview.rb
│ ├── controllers/
│ │ ├── accountable_sparklines_controller_test.rb
│ │ ├── accounts_controller_test.rb
│ │ ├── api/
│ │ │ └── v1/
│ │ │ ├── accounts_controller_test.rb
│ │ │ ├── auth_controller_test.rb
│ │ │ ├── base_controller_test.rb
│ │ │ ├── chats_controller_test.rb
│ │ │ ├── messages_controller_test.rb
│ │ │ ├── transactions_controller_test.rb
│ │ │ └── usage_controller_test.rb
│ │ ├── categories_controller_test.rb
│ │ ├── category/
│ │ │ └── deletions_controller_test.rb
│ │ ├── chats_controller_test.rb
│ │ ├── concerns/
│ │ │ ├── auto_sync_test.rb
│ │ │ └── onboardable_test.rb
│ │ ├── credit_cards_controller_test.rb
│ │ ├── cryptos_controller_test.rb
│ │ ├── currencies_controller_test.rb
│ │ ├── current_sessions_controller_test.rb
│ │ ├── depositories_controller_test.rb
│ │ ├── email_confirmations_controller_test.rb
│ │ ├── family_exports_controller_test.rb
│ │ ├── family_merchants_controller_test.rb
│ │ ├── holdings_controller_test.rb
│ │ ├── impersonation_sessions_controller_test.rb
│ │ ├── import/
│ │ │ ├── cleans_controller_test.rb
│ │ │ ├── configurations_controller_test.rb
│ │ │ ├── confirms_controller_test.rb
│ │ │ ├── mappings_controller_test.rb
│ │ │ ├── rows_controller_test.rb
│ │ │ └── uploads_controller_test.rb
│ │ ├── imports_controller_test.rb
│ │ ├── investments_controller_test.rb
│ │ ├── invitations_controller_test.rb
│ │ ├── invite_codes_controller_test.rb
│ │ ├── loans_controller_test.rb
│ │ ├── messages_controller_test.rb
│ │ ├── mfa_controller_test.rb
│ │ ├── onboardings_controller_test.rb
│ │ ├── other_assets_controller_test.rb
│ │ ├── other_liabilities_controller_test.rb
│ │ ├── pages_controller_test.rb
│ │ ├── password_resets_controller_test.rb
│ │ ├── plaid_items_controller_test.rb
│ │ ├── properties_controller_test.rb
│ │ ├── registrations_controller_test.rb
│ │ ├── rules_controller_test.rb
│ │ ├── sessions_controller_test.rb
│ │ ├── settings/
│ │ │ ├── api_keys_controller_test.rb
│ │ │ ├── billings_controller_test.rb
│ │ │ ├── hostings_controller_test.rb
│ │ │ ├── preferences_controller_test.rb
│ │ │ └── profiles_controller_test.rb
│ │ ├── subscriptions_controller_test.rb
│ │ ├── tag/
│ │ │ └── deletions_controller_test.rb
│ │ ├── tags_controller_test.rb
│ │ ├── trades_controller_test.rb
│ │ ├── transactions/
│ │ │ ├── bulk_deletions_controller_test.rb
│ │ │ └── bulk_updates_controller_test.rb
│ │ ├── transactions_controller_test.rb
│ │ ├── transfer_matches_controller_test.rb
│ │ ├── transfers_controller_test.rb
│ │ ├── users_controller_test.rb
│ │ ├── valuations_controller_test.rb
│ │ ├── vehicles_controller_test.rb
│ │ └── webhooks_controller_test.rb
│ ├── data_migrations/
│ │ └── balance_component_migrator_test.rb
│ ├── fixtures/
│ │ ├── accounts.yml
│ │ ├── active_storage/
│ │ │ ├── attachments.yml
│ │ │ └── blobs.yml
│ │ ├── addresses.yml
│ │ ├── api_keys.yml
│ │ ├── balances.yml
│ │ ├── budgets.yml
│ │ ├── categories.yml
│ │ ├── chats.yml
│ │ ├── credit_cards.yml
│ │ ├── cryptos.yml
│ │ ├── depositories.yml
│ │ ├── entries.yml
│ │ ├── exchange_rates.yml
│ │ ├── families.yml
│ │ ├── family_exports.yml
│ │ ├── files/
│ │ │ └── imports/
│ │ │ ├── accounts.csv
│ │ │ ├── invalid.csv
│ │ │ ├── mint.csv
│ │ │ ├── trades.csv
│ │ │ ├── transactions.csv
│ │ │ └── valid.csv
│ │ ├── holdings.yml
│ │ ├── impersonation_session_logs.yml
│ │ ├── impersonation_sessions.yml
│ │ ├── import/
│ │ │ ├── mappings.yml
│ │ │ └── rows.yml
│ │ ├── imports.yml
│ │ ├── investments.yml
│ │ ├── invitations.yml
│ │ ├── loans.yml
│ │ ├── merchants.yml
│ │ ├── messages.yml
│ │ ├── mobile_devices.yml
│ │ ├── other_assets.yml
│ │ ├── other_liabilities.yml
│ │ ├── plaid_accounts.yml
│ │ ├── plaid_items.yml
│ │ ├── properties.yml
│ │ ├── rule/
│ │ │ ├── actions.yml
│ │ │ └── conditions.yml
│ │ ├── rules.yml
│ │ ├── securities.yml
│ │ ├── security/
│ │ │ └── prices.yml
│ │ ├── sessions.yml
│ │ ├── subscriptions.yml
│ │ ├── syncs.yml
│ │ ├── taggings.yml
│ │ ├── tags.yml
│ │ ├── tool_calls.yml
│ │ ├── trades.yml
│ │ ├── transactions.yml
│ │ ├── transfers.yml
│ │ ├── users.yml
│ │ ├── valuations.yml
│ │ └── vehicles.yml
│ ├── helpers/
│ │ ├── .keep
│ │ └── application_helper_test.rb
│ ├── i18n_test.rb
│ ├── integration/
│ │ ├── oauth_basic_test.rb
│ │ ├── oauth_mobile_test.rb
│ │ └── rack_attack_test.rb
│ ├── interfaces/
│ │ ├── accountable_resource_interface_test.rb
│ │ ├── entryable_resource_interface_test.rb
│ │ ├── exchange_rate_provider_interface_test.rb
│ │ ├── import_interface_test.rb
│ │ ├── llm_interface_test.rb
│ │ ├── security_provider_interface_test.rb
│ │ └── syncable_interface_test.rb
│ ├── jobs/
│ │ ├── family_data_export_job_test.rb
│ │ ├── import_job_test.rb
│ │ ├── stripe_event_handler_job_test.rb
│ │ └── sync_job_test.rb
│ ├── lib/
│ │ ├── money/
│ │ │ └── currency_test.rb
│ │ └── money_test.rb
│ ├── mailers/
│ │ ├── email_confirmation_mailer_test.rb
│ │ ├── password_mailer_test.rb
│ │ └── previews/
│ │ ├── email_confirmation_mailer_preview.rb
│ │ └── password_mailer_preview.rb
│ ├── models/
│ │ ├── account/
│ │ │ ├── activity_feed_data_test.rb
│ │ │ ├── chartable_test.rb
│ │ │ ├── current_balance_manager_test.rb
│ │ │ ├── entry_test.rb
│ │ │ ├── market_data_importer_test.rb
│ │ │ ├── opening_balance_manager_test.rb
│ │ │ ├── reconciliation_manager_test.rb
│ │ │ └── transaction_test.rb
│ │ ├── account_import_test.rb
│ │ ├── account_test.rb
│ │ ├── address_test.rb
│ │ ├── api_key_test.rb
│ │ ├── assistant_message_test.rb
│ │ ├── assistant_test.rb
│ │ ├── balance/
│ │ │ ├── chart_series_builder_test.rb
│ │ │ ├── forward_calculator_test.rb
│ │ │ ├── materializer_test.rb
│ │ │ └── reverse_calculator_test.rb
│ │ ├── balance_sheet_test.rb
│ │ ├── budget_test.rb
│ │ ├── category_test.rb
│ │ ├── chat_test.rb
│ │ ├── concerns/
│ │ │ └── enrichable_test.rb
│ │ ├── current_test.rb
│ │ ├── developer_message_test.rb
│ │ ├── exchange_rate/
│ │ │ └── importer_test.rb
│ │ ├── exchange_rate_test.rb
│ │ ├── family/
│ │ │ ├── auto_categorizer_test.rb
│ │ │ ├── auto_merchant_detector_test.rb
│ │ │ ├── auto_transfer_matchable_test.rb
│ │ │ ├── data_exporter_test.rb
│ │ │ ├── subscribeable_test.rb
│ │ │ └── syncer_test.rb
│ │ ├── family_export_test.rb
│ │ ├── family_test.rb
│ │ ├── holding/
│ │ │ ├── forward_calculator_test.rb
│ │ │ ├── materializer_test.rb
│ │ │ ├── portfolio_cache_test.rb
│ │ │ ├── portfolio_snapshot_test.rb
│ │ │ └── reverse_calculator_test.rb
│ │ ├── holding_test.rb
│ │ ├── impersonation_session_test.rb
│ │ ├── income_statement_test.rb
│ │ ├── invite_code_test.rb
│ │ ├── loan_test.rb
│ │ ├── market_data_importer_test.rb
│ │ ├── mobile_device_test.rb
│ │ ├── period_test.rb
│ │ ├── plaid_account/
│ │ │ ├── importer_test.rb
│ │ │ ├── investments/
│ │ │ │ ├── balance_calculator_test.rb
│ │ │ │ ├── holdings_processor_test.rb
│ │ │ │ ├── security_resolver_test.rb
│ │ │ │ └── transactions_processor_test.rb
│ │ │ ├── liabilities/
│ │ │ │ ├── credit_processor_test.rb
│ │ │ │ ├── mortgage_processor_test.rb
│ │ │ │ └── student_loan_processor_test.rb
│ │ │ ├── processor_test.rb
│ │ │ ├── transactions/
│ │ │ │ ├── category_matcher_test.rb
│ │ │ │ └── processor_test.rb
│ │ │ └── type_mappable_test.rb
│ │ ├── plaid_entry/
│ │ │ └── processor_test.rb
│ │ ├── plaid_item/
│ │ │ ├── accounts_snapshot_test.rb
│ │ │ └── importer_test.rb
│ │ ├── plaid_item_test.rb
│ │ ├── provider/
│ │ │ ├── openai_test.rb
│ │ │ ├── plaid_test.rb
│ │ │ ├── registry_test.rb
│ │ │ ├── stripe/
│ │ │ │ └── subscription_event_processor_test.rb
│ │ │ ├── stripe_test.rb
│ │ │ └── synth_test.rb
│ │ ├── provider_test.rb
│ │ ├── rule/
│ │ │ ├── action_test.rb
│ │ │ └── condition_test.rb
│ │ ├── rule_test.rb
│ │ ├── security/
│ │ │ ├── health_checker_test.rb
│ │ │ ├── price/
│ │ │ │ └── importer_test.rb
│ │ │ ├── price_test.rb
│ │ │ └── resolver_test.rb
│ │ ├── security_test.rb
│ │ ├── subscription_test.rb
│ │ ├── sync_test.rb
│ │ ├── tag_test.rb
│ │ ├── trade_import_test.rb
│ │ ├── trade_test.rb
│ │ ├── transaction/
│ │ │ └── search_test.rb
│ │ ├── transaction_import_test.rb
│ │ ├── transfer/
│ │ │ └── creator_test.rb
│ │ ├── transfer_test.rb
│ │ ├── trend_test.rb
│ │ ├── user_message_test.rb
│ │ ├── user_test.rb
│ │ └── valuation/
│ │ └── name_test.rb
│ ├── services/
│ │ ├── api_rate_limiter_test.rb
│ │ └── noop_api_rate_limiter_test.rb
│ ├── support/
│ │ ├── balance_test_helper.rb
│ │ ├── entries_test_helper.rb
│ │ ├── ledger_testing_helper.rb
│ │ ├── provider_test_helper.rb
│ │ └── securities_test_helper.rb
│ ├── system/
│ │ ├── accounts_test.rb
│ │ ├── categories_test.rb
│ │ ├── chats_test.rb
│ │ ├── imports_test.rb
│ │ ├── onboardings_test.rb
│ │ ├── settings/
│ │ │ └── api_keys_test.rb
│ │ ├── settings_test.rb
│ │ ├── trades_test.rb
│ │ ├── transactions_test.rb
│ │ └── transfers_test.rb
│ ├── test_helper.rb
│ └── vcr_cassettes/
│ ├── git_repository_provider/
│ │ └── fetch_latest_release_notes.yml
│ ├── openai/
│ │ ├── auto_categorize.yml
│ │ ├── auto_detect_merchants.yml
│ │ └── chat/
│ │ ├── basic_response.yml
│ │ ├── basic_streaming_response.yml
│ │ ├── error.yml
│ │ ├── function_calls.yml
│ │ └── streaming_function_calls.yml
│ ├── plaid/
│ │ ├── access_token.yml
│ │ ├── exchange_public_token.yml
│ │ ├── get_item.yml
│ │ ├── get_item_accounts.yml
│ │ ├── get_item_investments.yml
│ │ ├── get_item_liabilities.yml
│ │ └── link_token.yml
│ ├── stripe/
│ │ ├── checkout_session.yml
│ │ └── create_checkout_session.yml
│ └── synth/
│ ├── exchange_rate.yml
│ ├── exchange_rates.yml
│ ├── health.yml
│ ├── security_info.yml
│ ├── security_price.yml
│ ├── security_prices.yml
│ ├── security_search.yml
│ └── usage.yml
├── tmp/
│ └── .keep
└── vendor/
├── .keep
└── javascript/
├── .keep
├── @floating-ui--core.js
├── @floating-ui--dom.js
├── @floating-ui--utils--dom.js
├── @floating-ui--utils.js
├── @github--hotkey.js
├── @simonwep--pickr.js
├── d3-array.js
├── d3-axis.js
├── d3-brush.js
├── d3-chord.js
├── d3-color.js
├── d3-contour.js
├── d3-delaunay.js
├── d3-dispatch.js
├── d3-drag.js
├── d3-dsv.js
├── d3-ease.js
├── d3-fetch.js
├── d3-force.js
├── d3-format.js
├── d3-geo.js
├── d3-hierarchy.js
├── d3-interpolate.js
├── d3-path.js
├── d3-polygon.js
├── d3-quadtree.js
├── d3-random.js
├── d3-sankey.js
├── d3-scale-chromatic.js
├── d3-scale.js
├── d3-selection.js
├── d3-shape.js
├── d3-time-format.js
├── d3-time.js
├── d3-timer.js
├── d3-transition.js
├── d3-zoom.js
├── d3.js
├── delaunator.js
├── internmap.js
└── robust-predicates.js
================================================
FILE CONTENTS
================================================
================================================
FILE: .cursor/rules/cursor_rules.mdc
================================================
---
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
================================================
FILE: .cursor/rules/general-rules.mdc
================================================
---
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
================================================
FILE: .cursor/rules/project-conventions.mdc
================================================
---
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
================================================
FILE: .cursor/rules/project-design.mdc
================================================
---
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
```
================================================
FILE: .cursor/rules/self_improve.mdc
================================================
---
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.
================================================
FILE: .cursor/rules/stimulus_conventions.mdc
================================================
---
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.
================================================
FILE: .cursor/rules/testing.mdc
================================================
---
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.
================================================
FILE: .cursor/rules/ui-ux-design-guidelines.mdc
================================================
---
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
================================================
FILE: .cursor/rules/view_conventions.mdc
================================================
---
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`)
================================================
FILE: .devcontainer/Dockerfile
================================================
ARG RUBY_VERSION=3.4.4
FROM ruby:${RUBY_VERSION}-slim-bullseye
RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
&& apt-get -y install --no-install-recommends \
apt-utils \
build-essential \
curl \
git \
imagemagick \
iproute2 \
libpq-dev \
libyaml-dev \
libyaml-0-2 \
openssh-client \
postgresql-client \
vim
RUN gem install bundler
RUN gem install foreman
# Install Node.js 20
RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
&& apt-get install -y nodejs
WORKDIR /workspace
================================================
FILE: .devcontainer/devcontainer.json
================================================
{
"name": "Maybe",
"dockerComposeFile": "docker-compose.yml",
"service": "app",
"workspaceFolder": "/workspace",
"containerEnv": {
"GITHUB_TOKEN": "${localEnv:GITHUB_TOKEN}",
"GITHUB_USER": "${localEnv:GITHUB_USER}"
},
"remoteEnv": {
"PATH": "/workspace/bin:${containerEnv:PATH}"
},
"postCreateCommand": "bundle install && npm install",
"customizations": {
"vscode": {
"extensions": [
"biomejs.biome",
"EditorConfig.EditorConfig"
]
}
}
}
================================================
FILE: .devcontainer/docker-compose.yml
================================================
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:
build:
context: ..
dockerfile: .devcontainer/Dockerfile
volumes:
- ..:/workspace:cached
- bundle_cache:/bundle
ports:
- "3000:3000"
command: sleep infinity
environment:
<<: *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:
<<: *db_env
ports:
- "5432:5432"
volumes:
postgres-data:
redis-data:
bundle_cache:
================================================
FILE: .dockerignore
================================================
# See https://docs.docker.com/engine/reference/builder/#dockerignore-file for more about ignoring files.
# Ignore git directory.
/.git/
/.gitignore
# Ignore bundler config.
/.bundle
# Ignore all environment files (except templates).
/.env*
!/.env*.erb
# Ignore all default key files.
/config/master.key
/config/credentials/*.key
# Ignore all logfiles and tempfiles.
/log/*
/tmp/*
!/log/.keep
!/tmp/.keep
# Ignore pidfiles, but keep the directory.
/tmp/pids/*
!/tmp/pids/.keep
# Ignore storage (uploaded files in development and any SQLite databases).
/storage/*
!/storage/.keep
/tmp/storage/*
!/tmp/storage/.keep
# Ignore assets.
/node_modules/
/app/assets/builds/*
!/app/assets/builds/.keep
/public/assets
# Ignore CI service files.
/.github
# Ignore Docker-related files
/.dockerignore
/Dockerfile*
================================================
FILE: .editorconfig
================================================
root = true
[*]
charset = utf-8
end_of_line = lf
indent_style = space
indent_size = 2
================================================
FILE: .env.example
================================================
# ================================ PLEASE READ ===========================================================
# This file outlines all the possible environment variables supported by the Maybe app for self hosting.
#
# 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
# 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.
SMTP_ADDRESS=
SMTP_PORT=465
SMTP_USERNAME=
SMTP_PASSWORD=
SMTP_TLS_ENABLED=true
# Address that emails are sent from
EMAIL_SENDER=
# Database Configuration
DB_HOST=localhost # May need to be changed to `DB_HOST=db` if using devcontainer
DB_PORT=5432
POSTGRES_PASSWORD=postgres
POSTGRES_USER=postgres
# App Domain
# 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=
# Disable enforcing SSL connections
# DISABLE_SSL=true
# 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 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 <- Enables Amazon S3 storage
# S3_ACCESS_KEY_ID=
# S3_SECRET_ACCESS_KEY=
# S3_REGION= # defaults to `us-east-1` if not set
# S3_BUCKET=
#
# Cloudflare R2
# =============
# ACTIVE_STORAGE_SERVICE=cloudflare <- Enables Cloudflare R2 storage
# CLOUDFLARE_ACCOUNT_ID=
# CLOUDFLARE_ACCESS_KEY_ID=
# CLOUDFLARE_SECRET_ACCESS_KEY=
# CLOUDFLARE_BUCKET=
#
================================================
FILE: .env.local.example
================================================
# To enable / disable self-hosting features.
SELF_HOSTED=false
# Enable Synth market data (careful, this will use your API credits)
SYNTH_API_KEY=yourapikeyhere
================================================
FILE: .env.test.example
================================================
SELF_HOSTED=false
# ================
# Data Providers
# ---------------------------------------------------------------------------------
# Uncomment and fill in live keys when you need to generate a VCR cassette fixture
# ================
# SYNTH_API_KEY=<add live key here>
# ================
# Miscellaneous
# ================
# Set to true if you want SimpleCov reports generated
COVERAGE=false
# Set to true to run test suite serially
DISABLE_PARALLELIZATION=false
================================================
FILE: .erb_lint.yml
================================================
EnableDefaultLinters: true
linters:
Rubocop:
enabled: true
only: [Style/StringLiterals]
rubocop_config:
Style/StringLiterals:
Enabled: true
EnforcedStyle: double_quotes
================================================
FILE: .gitattributes
================================================
# See https://git-scm.com/docs/gitattributes for more about git attribute files.
# Mark the database schema as having been generated.
db/schema.rb linguist-generated
# Mark any vendored files as having been vendored.
vendor/* linguist-vendored
config/credentials/*.yml.enc diff=rails_credentials
config/credentials.yml.enc diff=rails_credentials
================================================
FILE: .github/DISCUSSION_TEMPLATE/feature-requests.yml
================================================
title: Feature Request
body:
- type: markdown
attributes:
value: |
Thanks for your interest in Maybe! Please follow the template below to submit your feature request. You can visit our [roadmap](https://github.com/orgs/maybe-finance/projects/13) to see what's currently planned.
- type: textarea
attributes:
label: Describe the feature
description: Provide a clear and concise description of the feature you would like.
validations:
required: true
- type: textarea
attributes:
label: Why is this feature important?
description: Tell us what specific problem(s) this feature solves for you or other users.
validations:
required: true
- type: textarea
attributes:
label: Additional context, screenshots, and relevant links
description: Provide additional info to help us evaluate whether this feature is a good fit for the product.
================================================
FILE: .github/ISSUE_TEMPLATE/bug_report.md
================================================
---
name: Bug report
about: Open a bug report when you experience broken functionality within the latest
version of the Maybe app
title: 'Bug: [Add descriptive title here]'
labels: ''
assignees: ''
---
## Before you start (required)
### General checklist
- [ ] I have removed personal / sensitive data from screenshots and logs
- [ ] I have searched [existing issues](https://github.com/maybe-finance/maybe/issues?q=is:issue) and [discussions](https://github.com/maybe-finance/maybe/discussions) to ensure this is not a duplicate issue
### How are you using Maybe?
- [ ] I am a paying Maybe customer (hosted version)
- Paying Maybe users can also open requests in Intercom (if there is sensitive info involved)
- [ ] I am a self-hosted user
### Self hoster checklist
_Paying, hosted users should delete this entire section._
If you are a self-hosted user, please complete all of the information below. Issues with incomplete information will be marked as `Needs Info` to help our small team prioritize bug fixes.
- Self hosted app commit SHA (find in user menu): [enter commit sha here]
- [ ] I have confirmed that my app's commit is the latest version of Maybe
- Where are you hosting?
- [ ] Render
- [ ] Docker Compose
- [ ] Umbrel
- [ ] Other (please specify)
---
## Bug description
A clear and concise description of what the bug is.
### To Reproduce
Be as specific as possible so Maybe maintainers can quickly reproduce the bug you're experiencing.
Steps to reproduce the behavior:
1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error
### Expected behavior
What is the intended behavior that you would expect?
### Screenshots and/or recordings
We highly recommend providing additional context with screenshots and/or screen recordings. This will _significantly_ improve the chances of the bug being addressed and fixed quickly.
================================================
FILE: .github/ISSUE_TEMPLATE/other.md
================================================
---
name: Other
about: All other issues
title: ''
labels: ''
assignees: ''
---
## Before you start (required)
### 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 a bug with _sensitive info_?
If you are a _paying_ Maybe user, you can open a support request in Intercom.
### 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.
================================================
FILE: .github/dependabot.yml
================================================
version: 2
updates:
- package-ecosystem: bundler
directory: "/"
schedule:
interval: weekly
open-pull-requests-limit: 10
- package-ecosystem: github-actions
directory: "/"
schedule:
interval: weekly
open-pull-requests-limit: 10
================================================
FILE: .github/workflows/ci.yml
================================================
name: CI
on:
workflow_call:
jobs:
scan_ruby:
runs-on: ubuntu-latest
timeout-minutes: 10
steps:
- name: Checkout code
uses: actions/checkout@v4
- name: Set up Ruby
uses: ruby/setup-ruby@v1
with:
ruby-version: .ruby-version
bundler-cache: true
- name: Scan for security vulnerabilities in Ruby dependencies
run: bin/brakeman --no-pager
scan_js:
runs-on: ubuntu-latest
timeout-minutes: 10
steps:
- name: Checkout code
uses: actions/checkout@v4
- name: Set up Ruby
uses: ruby/setup-ruby@v1
with:
ruby-version: .ruby-version
bundler-cache: true
- name: Scan for security vulnerabilities in JavaScript dependencies
run: bin/importmap audit
lint:
runs-on: ubuntu-latest
timeout-minutes: 10
steps:
- name: Checkout code
uses: actions/checkout@v4
- name: Set up Ruby
uses: ruby/setup-ruby@v1
with:
ruby-version: .ruby-version
bundler-cache: true
- name: Lint code for consistent style
run: bin/rubocop -f github
lint_js:
runs-on: ubuntu-latest
timeout-minutes: 10
steps:
- name: Checkout code
uses: actions/checkout@v4
- name: Setup Node.js environment
uses: actions/setup-node@v4
with:
node-version: "20"
cache: "npm"
- name: Install dependencies
run: npm install
shell: bash
- name: Lint/Format js code
run: npm run lint
test:
runs-on: ubuntu-latest
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:
postgres:
image: postgres
env:
POSTGRES_USER: postgres
POSTGRES_PASSWORD: postgres
ports:
- 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
- name: Checkout code
uses: actions/checkout@v4
- name: Set up Ruby
uses: ruby/setup-ruby@v1
with:
ruby-version: .ruby-version
bundler-cache: true
- name: DB setup and smoke test
run: |
bin/rails db:create
bin/rails db:schema:load
bin/rails db:seed
- name: Unit and integration tests
run: bin/rails test
- name: System tests
run: DISABLE_PARALLELIZATION=true bin/rails test:system
- name: Keep screenshots from failed system tests
uses: actions/upload-artifact@v4
if: failure()
with:
name: screenshots
path: ${{ github.workspace }}/tmp/screenshots
if-no-files-found: ignore
================================================
FILE: .github/workflows/pr.yml
================================================
name: Pull Request
on:
pull_request:
jobs:
ci:
uses: ./.github/workflows/ci.yml
================================================
FILE: .github/workflows/publish.yml
================================================
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*'
branches:
- main
env:
REGISTRY: ghcr.io
IMAGE_NAME: ${{ github.repository }}
permissions:
contents: read
jobs:
ci:
uses: ./.github/workflows/ci.yml
build:
name: Build docker image
needs: [ ci ]
timeout-minutes: 60
runs-on: ubuntu-latest
permissions:
contents: read
packages: write
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
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Log in to the container registry
uses: docker/login-action@v3
with:
registry: ${{ env.REGISTRY }}
username: ${{ github.actor }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Extract metadata for Docker
id: meta
uses: docker/metadata-action@v5
with:
images: ${{ env.REGISTRY }}/${{ env.IMAGE_NAME }}
flavor: latest=auto
tags: |
type=sha,format=long
type=semver,pattern={{version}}
type=raw,value=latest,enable=${{ github.ref == 'refs/heads/main' }}
type=raw,value=stable,enable=${{ startsWith(github.ref, 'refs/tags/v') }}
- name: Build and push Docker image
uses: docker/build-push-action@v6
id: build
with:
context: .
push: true
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
platforms: 'linux/amd64,linux/arm64'
cache-from: type=gha
cache-to: type=gha,mode=max
provenance: false
# https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app
build-args: BUILD_COMMIT_SHA=${{ github.sha }}
================================================
FILE: .gitignore
================================================
# See https://help.github.com/articles/ignoring-files for more about ignoring files.
#
# If you find yourself ignoring temporary files generated by your text editor
# or operating system, you probably want to add a global ignore instead:
# git config --global core.excludesfile '~/.gitignore_global'
# Ignore bundler config.
/.bundle
/vendor/bundle
# Ignore all environment files (except templates).
/.env*
!/.env*.erb
!.env*.example
# Ignore all logfiles and tempfiles.
/log/*
/tmp/*
!/log/.keep
!/tmp/.keep
# Ignore pidfiles, but keep the directory.
/tmp/pids/*
!/tmp/pids/
!/tmp/pids/.keep
# Ignore storage (uploaded files in development and any SQLite databases).
/storage/*
!/storage/.keep
/tmp/storage/*
!/tmp/storage/
!/tmp/storage/.keep
/public/assets
# Ignore master key for decrypting credentials and more.
/config/master.key
/app/assets/builds/*
!/app/assets/builds/.keep
# Ignore Jetbrains IDEs
.idea
# Ignore VS Code
.vscode/*
!.vscode/extensions.json
!.vscode/*.code-snippets
# Ignore macOS specific files
*/.DS_Store
.DS_Store
# Ignore .devcontainer files
compose-dev.yaml
# Ignore asdf ruby version file
.tool-versions
# Ignore GCP keyfile
gcp-storage-keyfile.json
coverage
.cursorrules
.cursor/rules/structure.mdc
.cursor/rules/agent.mdc
# Ignore node related files
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
================================================
FILE: .rubocop.yml
================================================
inherit_gem:
rubocop-rails-omakase: rubocop.yml
Layout/IndentationWidth:
Enabled: true
Layout/IndentationStyle:
EnforcedStyle: spaces
IndentationWidth: 2
Layout/IndentationConsistency:
Enabled: true
Layout/SpaceInsidePercentLiteralDelimiters:
Enabled: true
================================================
FILE: .ruby-version
================================================
3.4.4
================================================
FILE: CLAUDE.md
================================================
# 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
================================================
FILE: CONTRIBUTING.md
================================================
# Contributing to Maybe
It means so much that you're interested in contributing to Maybe! Seriously. Thank you. The entire community benefits from these contributions!
## 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.
- Priority is generally given to previous committers as they've proven familiarity with the codebase and product.
## What should I contribute?
As we are still in the early days of this project, we recommend [heading over to the Wiki](https://github.com/maybe-finance/maybe/wiki) to get a better idea of _what_ to contribute.
In general, _full features_ that get us closer to [our Vision](https://github.com/maybe-finance/maybe/wiki/Vision) are the most valuable contributions at this stage.
## Development
### Setup
To get setup for local development, you have two options:
1. [Dev Containers](https://code.visualstudio.com/docs/devcontainers/containers) with VSCode (see the `.devcontainer` folder)
2. Local Development
- [Mac Setup Guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
- [Linux Setup Guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide)
- [Windows Setup Guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
### Making a Pull Request
1. Fork the repo
2. Create your feature branch (`git checkout -b my-new-feature`)
3. Commit your changes (`git commit -am 'Add some feature'`)
4. Push to the branch (`git push origin my-new-feature`)
5. Create new Pull Request, and be sure to check the [Allow edits from maintainers](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/allowing-changes-to-a-pull-request-branch-created-from-a-fork) option while creating your PR. This allows maintainers to collaborate with you on your PR if needed.
6. If possible, [link your pull request to an issue](https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue#linking-a-pull-request-to-an-issue-using-a-keyword) by adding the appropriate keyword (e.g. `fixes issue #XXX`)
7. Before requesting a review, please make sure that all [Github Checks](https://docs.github.com/en/rest/checks?apiVersion=2022-11-28) have passed and your branch is up-to-date with the `main` branch. After doing so, request a review and wait for a maintainer's approval.
All PRs should target the `main` branch.
================================================
FILE: Dockerfile
================================================
# syntax = docker/dockerfile:1
# Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
ARG RUBY_VERSION=3.4.4
FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim AS base
# Rails app lives here
WORKDIR /rails
# Install base packages
RUN apt-get update -qq && \
apt-get install --no-install-recommends -y curl libvips postgresql-client libyaml-0-2
# Set production environment
ARG BUILD_COMMIT_SHA
ENV RAILS_ENV="production" \
BUNDLE_DEPLOYMENT="1" \
BUNDLE_PATH="/usr/local/bundle" \
BUNDLE_WITHOUT="development" \
BUILD_COMMIT_SHA=${BUILD_COMMIT_SHA}
# Throw-away build stage to reduce size of final image
FROM base AS build
# Install packages needed to build gems
RUN apt-get install --no-install-recommends -y build-essential libpq-dev git pkg-config libyaml-dev
# Install application gems
COPY .ruby-version Gemfile Gemfile.lock ./
RUN bundle install
RUN rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git
RUN bundle exec bootsnap precompile --gemfile -j 0
# Copy application code
COPY . .
# Precompile bootsnap code for faster boot times
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
# Clean up installation packages to reduce image size
RUN rm -rf /var/lib/apt/lists /var/cache/apt/archives
# Copy built artifacts: gems, application
COPY --from=build "${BUNDLE_PATH}" "${BUNDLE_PATH}"
COPY --from=build /rails /rails
# Run and own only the runtime files as a non-root user for security
RUN groupadd --system --gid 1000 rails && \
useradd rails --uid 1000 --gid 1000 --create-home --shell /bin/bash && \
chown -R rails:rails db log storage tmp
USER 1000:1000
# Entrypoint prepares the database.
ENTRYPOINT ["/rails/bin/docker-entrypoint"]
# Start the server by default, this can be overwritten at runtime
EXPOSE 3000
CMD ["./bin/rails", "server"]
================================================
FILE: Gemfile
================================================
source "https://rubygems.org"
ruby file: ".ruby-version"
# Rails
gem "rails", "~> 7.2.2"
# Drivers
gem "pg", "~> 1.5"
gem "redis", "~> 5.4"
# Deployment
gem "puma", ">= 5.0"
gem "bootsnap", require: false
# Assets
gem "importmap-rails"
gem "propshaft"
gem "tailwindcss-rails"
gem "lucide-rails", github: "maybe-finance/lucide-rails"
# 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 "sidekiq"
gem "sidekiq-cron"
# 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", "~> 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"
gem "inline_svg"
gem "octokit"
gem "pagy"
gem "rails-settings-cached"
gem "tzinfo-data", platforms: %i[windows jruby]
gem "csv"
gem "redcarpet"
gem "stripe"
gem "intercom-rails"
gem "plaid"
gem "rotp", "~> 6.3"
gem "rqrcode", "~> 3.0"
gem "activerecord-import"
gem "rubyzip", "~> 2.3"
# State machines
gem "aasm"
gem "after_commit_everywhere", "~> 1.0"
# AI
gem "ruby-openai"
group :development, :test do
gem "debug", platforms: %i[mri windows]
gem "brakeman", require: false
gem "rubocop-rails-omakase", require: false
gem "i18n-tasks"
gem "erb_lint"
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
gem "capybara"
gem "selenium-webdriver"
gem "mocha"
gem "vcr"
gem "webmock"
gem "climate_control"
gem "simplecov", require: false
end
================================================
FILE: LICENSE
================================================
GNU AFFERO GENERAL PUBLIC LICENSE
Version 3, 19 November 2007
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If the disclaimer of warranty and limitation of liability provided
above cannot be given local legal effect according to their terms,
reviewing courts shall apply local law that most closely approximates
an absolute waiver of all civil liability in connection with the
Program, unless a warranty or assumption of liability accompanies a
copy of the Program in return for a fee.
END OF TERMS AND CONDITIONS
How to Apply These Terms to Your New Programs
If you develop a new program, and you want it to be of the greatest
possible use to the public, the best way to achieve this is to make it
free software which everyone can redistribute and change under these terms.
To do so, attach the following notices to the program. It is safest
to attach them to the start of each source file to most effectively
state the exclusion of warranty; and each file should have at least
the "copyright" line and a pointer to where the full notice is found.
<one line to give the program's name and a brief idea of what it does.>
Copyright (C) <year> <name of author>
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as published
by the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
You should have received a copy of the GNU Affero General Public License
along with this program. If not, see <https://www.gnu.org/licenses/>.
Also add information on how to contact you by electronic and paper mail.
If your software can interact with users remotely through a computer
network, you should also make sure that it provides a way for users to
get its source. For example, if your program is a web application, its
interface could display a "Source" link that leads users to an archive
of the code. There are many ways you could offer source, and different
solutions will be better for different programs; see section 13 for the
specific requirements.
You should also get your employer (if you work as a programmer) or school,
if any, to sign a "copyright disclaimer" for the program, if necessary.
For more information on this, and how to apply and follow the GNU AGPL, see
<https://www.gnu.org/licenses/>.
================================================
FILE: Procfile.dev
================================================
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
================================================
FILE: README.md
================================================
<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573" />
# Maybe: The personal finance app for everyone
> [!IMPORTANT]
> This repository is no longer actively maintained. You can read more about this in our [final release](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0).
## Maybe Hosting
Maybe is a fully working personal finance app that can be [self hosted with Docker](docs/hosting/docker.md).
## Forking and Attribution
This repo is no longer maintained. You’re free to fork it under the AGPLv3. To stay compliant and avoid trademark issues:
- Be sure to include the original [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE) and clearly state in your README that your fork is based on Maybe Finance but is **not affiliated with or endorsed by** Maybe Finance Inc.
- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
## Local Development Setup
**If you are trying to _self-host_ the Maybe app, stop here. You
should [read this guide to get started](docs/hosting/docker.md).**
The instructions below are for developers to get started with contributing to the app.
### Requirements
- See `.ruby-version` file for required Ruby version
- PostgreSQL >9.3 (ideally, latest stable version)
After cloning the repo, the basic setup commands are:
```sh
cd maybe
cp .env.local.example .env.local
bin/setup
bin/dev
# Optionally, load demo data
rake demo_data:default
```
And visit http://localhost:3000 to see the app. You can use the following
credentials to log in (generated by DB seed):
- Email: `user@maybe.local`
- Password: `password`
For further instructions, see guides below.
### Setup Guides
- [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
- [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide)
- [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
- Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more
## Copyright & license
Maybe is distributed under
an [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE). "
Maybe" is a trademark of Maybe Finance, Inc.
================================================
FILE: Rakefile
================================================
# Add your own tasks in files placed in lib/tasks ending in .rake,
# for example lib/tasks/capistrano.rake, and they will automatically be available to Rake.
require_relative "config/application"
Rails.application.load_tasks
================================================
FILE: app/assets/builds/.keep
================================================
================================================
FILE: app/assets/tailwind/application.css
================================================
@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;
}
}
================================================
FILE: app/assets/tailwind/geist-font.css
================================================
/* 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;
}
}
================================================
FILE: app/assets/tailwind/geist-mono-font.css
================================================
/* 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;
}
}
================================================
FILE: app/assets/tailwind/maybe-design-system/background-utils.css
================================================
@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;
}
================================================
FILE: app/assets/tailwind/maybe-design-system/border-utils.css
================================================
/* 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;
}
}
================================================
FILE: app/assets/tailwind/maybe-design-system/component-utils.css
================================================
/* 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;
}
}
================================================
FILE: app/assets/tailwind/maybe-design-system/foreground-utils.css
================================================
@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;
}
}
================================================
FILE: app/assets/tailwind/maybe-design-system/text-utils.css
================================================
@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;
}
}
================================================
FILE: app/assets/tailwind/maybe-design-system.css
================================================
/*
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);
}
}
}
================================================
FILE: app/assets/tailwind/simonweb_pickr.css
================================================
/*! Pickr 1.9.1 MIT | https://github.com/Simonwep/pickr */
.pickr{position:relative;overflow:visible;transform:translateY(0)}.pickr *{box-sizing:border-box;outline:none;border:none;-webkit-appearance:none}.pickr .pcr-button{position:relative;height:2em;width:2em;padding:.5em;cursor:pointer;font-family:-apple-system,BlinkMacSystemFont,"Segoe UI","Roboto","Helvetica Neue",Arial,sans-serif;border-radius:.15em;background:url("data:image/svg+xml;utf8, <svg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 50 50\" stroke=\"%2342445A\" stroke-width=\"5px\" stroke-linecap=\"round\"><path d=\"M45,45L5,5\"></path><path d=\"M45,5L5,45\"></path></svg>") no-repeat center;background-size:0;transition:all .3s}.pickr .pcr-button::before{position:absolute;content:"";top:0;left:0;width:100%;height:100%;background:url("data:image/svg+xml;utf8, <svg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 2 2\"><path fill=\"white\" d=\"M1,0H2V1H1V0ZM0,1H1V2H0V1Z\"/><path fill=\"gray\" d=\"M0,0H1V1H0V0ZM1,1H2V2H1V1Z\"/></svg>");background-size:.5em;border-radius:.15em;z-index:-1}.pickr .pcr-button::before{z-index:initial}.pickr .pcr-button::after{position:absolute;content:"";top:0;left:0;height:100%;width:100%;transition:background .3s;background:var(--pcr-color);border-radius:.15em}.pickr .pcr-button.clear{background-size:70%}.pickr .pcr-button.clear::before{opacity:0}.pickr .pcr-button.clear:focus{box-shadow:0 0 0 1px rgba(255,255,255,.85),0 0 0 3px var(--pcr-color)}.pickr .pcr-button.disabled{cursor:not-allowed}.pickr *,.pcr-app *{box-sizing:border-box;outline:none;border:none;-webkit-appearance:none}.pickr input:focus,.pickr input.pcr-active,.pickr button:focus,.pickr button.pcr-active,.pcr-app input:focus,.pcr-app input.pcr-active,.pcr-app button:focus,.pcr-app button.pcr-active{box-shadow:0 0 0 1px rgba(255,255,255,.85),0 0 0 3px var(--pcr-color)}.pickr .pcr-palette,.pickr .pcr-slider,.pcr-app .pcr-palette,.pcr-app .pcr-slider{transition:box-shadow .3s}.pickr .pcr-palette:focus,.pickr .pcr-slider:focus,.pcr-app .pcr-palette:focus,.pcr-app .pcr-slider:focus{box-shadow:0 0 0 1px rgba(255,255,255,.85),0 0 0 3px rgba(0,0,0,.25)}.pcr-app{position:fixed;display:flex;flex-direction:column;z-index:10000;border-radius:.1em;background:#fff;opacity:0;visibility:hidden;transition:opacity .3s,visibility 0s .3s;font-family:-apple-system,BlinkMacSystemFont,"Segoe UI","Roboto","Helvetica Neue",Arial,sans-serif;box-shadow:0 .15em 1.5em 0 rgba(0,0,0,.1),0 0 1em 0 rgba(0,0,0,.03);left:0;top:0}.pcr-app.visible{transition:opacity .3s;visibility:visible;opacity:1}.pcr-app .pcr-swatches{display:flex;flex-wrap:wrap;margin-top:.75em}.pcr-app .pcr-swatches.pcr-last{margin:0}@supports(display: grid){.pcr-app .pcr-swatches{display:grid;align-items:center;grid-template-columns:repeat(auto-fit, 1.75em)}}.pcr-app .pcr-swatches>button{font-size:1em;position:relative;width:calc(1.75em - 5px);height:calc(1.75em - 5px);border-radius:.15em;cursor:pointer;margin:2.5px;flex-shrink:0;justify-self:center;transition:all .15s;overflow:hidden;background:rgba(0,0,0,0);z-index:1}.pcr-app .pcr-swatches>button::before{position:absolute;content:"";top:0;left:0;width:100%;height:100%;background:url("data:image/svg+xml;utf8, <svg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 2 2\"><path fill=\"white\" d=\"M1,0H2V1H1V0ZM0,1H1V2H0V1Z\"/><path fill=\"gray\" d=\"M0,0H1V1H0V0ZM1,1H2V2H1V1Z\"/></svg>");background-size:6px;border-radius:.15em;z-index:-1}.pcr-app .pcr-swatches>button::after{content:"";position:absolute;top:0;left:0;width:100%;height:100%;background:var(--pcr-color);border:1px solid rgba(0,0,0,.05);border-radius:.15em;box-sizing:border-box}.pcr-app .pcr-swatches>button:hover{filter:brightness(1.05)}.pcr-app .pcr-swatches>button:not(.pcr-active){box-shadow:none}.pcr-app .pcr-interaction{display:flex;flex-wrap:wrap;align-items:center;margin:0 -0.2em 0 -0.2em}.pcr-app .pcr-interaction>*{margin:0 .2em}.pcr-app .pcr-interaction input{letter-spacing:.07em;font-size:.75em;text-align:center;cursor:pointer;color:#75797e;background:#f1f3f4;border-radius:.15em;transition:all .15s;padding:.45em .5em;margin-top:.75em}.pcr-app .pcr-interaction input:hover{filter:brightness(0.975)}.pcr-app .pcr-interaction input:focus{box-shadow:0 0 0 1px rgba(255,255,255,.85),0 0 0 3px rgba(66,133,244,.75)}.pcr-app .pcr-interaction .pcr-result{color:#75797e;text-align:left;flex:1 1 8em;min-width:8em;transition:all .2s;border-radius:.15em;background:#f1f3f4;cursor:text}.pcr-app .pcr-interaction .pcr-result::-moz-selection{background:#4285f4;color:#fff}.pcr-app .pcr-interaction .pcr-result::selection{background:#4285f4;color:#fff}.pcr-app .pcr-interaction .pcr-type.active{color:#fff;background:#4285f4}.pcr-app .pcr-interaction .pcr-save,.pcr-app .pcr-interaction .pcr-cancel,.pcr-app .pcr-interaction .pcr-clear{color:#fff;width:auto}.pcr-app .pcr-interaction .pcr-save,.pcr-app .pcr-interaction .pcr-cancel,.pcr-app .pcr-interaction .pcr-clear{color:#fff}.pcr-app .pcr-interaction .pcr-save:hover,.pcr-app .pcr-interaction .pcr-cancel:hover,.pcr-app .pcr-interaction .pcr-clear:hover{filter:brightness(0.925)}.pcr-app .pcr-interaction .pcr-save{background:#4285f4}.pcr-app .pcr-interaction .pcr-clear,.pcr-app .pcr-interaction .pcr-cancel{background:#f44250}.pcr-app .pcr-interaction .pcr-clear:focus,.pcr-app .pcr-interaction .pcr-cancel:focus{box-shadow:0 0 0 1px rgba(255,255,255,.85),0 0 0 3px rgba(244,66,80,.75)}.pcr-app .pcr-selection .pcr-picker{position:absolute;height:18px;width:18px;border:2px solid #fff;border-radius:100%;-webkit-user-select:none;-moz-user-select:none;user-select:none}.pcr-app .pcr-selection .pcr-color-palette,.pcr-app .pcr-selection .pcr-color-chooser,.pcr-app .pcr-selection .pcr-color-opacity{position:relative;-webkit-user-select:none;-moz-user-select:none;user-select:none;display:flex;flex-direction:column;cursor:grab;cursor:-webkit-grab}.pcr-app .pcr-selection .pcr-color-palette:active,.pcr-app .pcr-selection .pcr-color-chooser:active,.pcr-app .pcr-selection .pcr-color-opacity:active{cursor:grabbing;cursor:-webkit-grabbing}.pcr-app[data-theme=monolith]{width:14.25em;max-width:95vw;padding:.8em}.pcr-app[data-theme=monolith] .pcr-selection{display:flex;flex-direction:column;justify-content:space-between;flex-grow:1}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-preview{position:relative;z-index:1;width:100%;height:1em;display:flex;flex-direction:row;justify-content:space-between;margin-bottom:.5em}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-preview::before{position:absolute;content:"";top:0;left:0;width:100%;height:100%;background:url("data:image/svg+xml;utf8, <svg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 2 2\"><path fill=\"white\" d=\"M1,0H2V1H1V0ZM0,1H1V2H0V1Z\"/><path fill=\"gray\" d=\"M0,0H1V1H0V0ZM1,1H2V2H1V1Z\"/></svg>");background-size:.5em;border-radius:.15em;z-index:-1}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-preview .pcr-last-color{cursor:pointer;transition:background-color .3s,box-shadow .3s;border-radius:.15em 0 0 .15em;z-index:2}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-preview .pcr-current-color{border-radius:0 .15em .15em 0}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-preview .pcr-last-color,.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-preview .pcr-current-color{background:var(--pcr-color);width:50%;height:100%}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-palette{width:100%;height:8em;z-index:1}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-palette .pcr-palette{border-radius:.15em;width:100%;height:100%}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-palette .pcr-palette::before{position:absolute;content:"";top:0;left:0;width:100%;height:100%;background:url("data:image/svg+xml;utf8, <svg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 2 2\"><path fill=\"white\" d=\"M1,0H2V1H1V0ZM0,1H1V2H0V1Z\"/><path fill=\"gray\" d=\"M0,0H1V1H0V0ZM1,1H2V2H1V1Z\"/></svg>");background-size:.5em;border-radius:.15em;z-index:-1}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-chooser,.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-opacity{height:.5em;margin-top:.75em}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-chooser .pcr-picker,.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-opacity .pcr-picker{top:50%;transform:translateY(-50%)}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-chooser .pcr-slider,.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-opacity .pcr-slider{flex-grow:1;border-radius:50em}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-chooser .pcr-slider{background:linear-gradient(to right, hsl(0, 100%, 50%), hsl(60, 100%, 50%), hsl(120, 100%, 50%), hsl(180, 100%, 50%), hsl(240, 100%, 50%), hsl(300, 100%, 50%), hsl(0, 100%, 50%))}.pcr-app[data-theme=monolith] .pcr-selection .pcr-color-opacity .pcr-slider{background:linear-gradient(to right, transparent, black),url("data:image/svg+xml;utf8, <svg xmlns=\"http://www.w3.org/2000/svg\" viewBox=\"0 0 2 2\"><path fill=\"white\" d=\"M1,0H2V1H1V0ZM0,1H1V2H0V1Z\"/><path fill=\"gray\" d=\"M0,0H1V1H0V0ZM1,1H2V2H1V1Z\"/></svg>");background-size:100%,.25em}
================================================
FILE: app/channels/application_cable/channel.rb
================================================
module ApplicationCable
class Channel < ActionCable::Channel::Base
end
end
================================================
FILE: app/channels/application_cable/connection.rb
================================================
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
================================================
FILE: app/components/DS/alert.html.erb
================================================
<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>
================================================
FILE: app/components/DS/alert.rb
================================================
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
================================================
FILE: app/components/DS/button.html.erb
================================================
<%= 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 %>
================================================
FILE: app/components/DS/button.rb
================================================
# 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
================================================
FILE: app/components/DS/buttonish.rb
================================================
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
================================================
FILE: app/components/DS/dialog.html.erb
================================================
<%= 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 %>
================================================
FILE: app/components/DS/dialog.rb
================================================
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
================================================
FILE: app/components/DS/dialog_controller.js
================================================
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);
}
}
}
================================================
FILE: app/components/DS/disclosure.html.erb
================================================
<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>
================================================
FILE: app/components/DS/disclosure.rb
================================================
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
================================================
FILE: app/components/DS/filled_icon.html.erb
================================================
<%= 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 %>
================================================
FILE: app/components/DS/filled_icon.rb
================================================
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
================================================
FILE: app/components/DS/link.html.erb
================================================
<%= 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 %>
================================================
FILE: app/components/DS/link.rb
================================================
# 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
================================================
FILE: app/components/DS/menu.html.erb
================================================
<%= 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 %>
================================================
FILE: app/components/DS/menu.rb
================================================
# 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
================================================
FILE: app/components/DS/menu_controller.js
================================================
import {
autoUpdate,
computePosition,
flip,
offset,
shift,
} from "@floating-ui/dom";
import { Controller } from "@hotwired/stimulus";
/**
* A "menu" can contain arbitrary content including non-clickable items, links, buttons, and forms.
*/
export default class extends Controller {
static targets = ["button", "content"];
static values = {
show: Boolean,
placement: { type: String, default: "bottom-end" },
offset: { type: Number, default: 6 },
};
connect() {
this.show = this.showValue;
this.boundUpdate = this.update.bind(this);
this.addEventListeners();
this.startAutoUpdate();
}
disconnect() {
this.removeEventListeners();
this.stopAutoUpdate();
this.close();
}
addEventListeners() {
this.buttonTarget.addEventListener("click", this.toggle);
this.element.addEventListener("keydown", this.handleKeydown);
document.addEventListener("click", this.handleOutsideClick);
document.addEventListener("turbo:load", this.handleTurboLoad);
}
removeEventListeners() {
this.buttonTarget.removeEventListener("click", this.toggle);
this.element.removeEventListener("keydown", this.handleKeydown);
document.removeEventListener("click", this.handleOutsideClick);
document.removeEventListener("turbo:load", this.handleTurboLoad);
}
handleTurboLoad = () => {
if (!this.show) this.close();
};
handleOutsideClick = (event) => {
if (this.show && !this.element.contains(event.target)) this.close();
};
handleKeydown = (event) => {
if (event.key === "Escape") {
this.close();
this.buttonTarget.focus();
}
};
toggle = () => {
this.show = !this.show;
this.contentTarget.classList.toggle("hidden", !this.show);
if (this.show) {
this.update();
this.focusFirstElement();
}
};
close() {
this.show = false;
this.contentTarget.classList.add("hidden");
}
focusFirstElement() {
const focusableElements =
'button, [href], input, select, textarea, [tabindex]:not([tabindex="-1"])';
const firstFocusableElement =
this.contentTarget.querySelectorAll(focusableElements)[0];
if (firstFocusableElement) {
firstFocusableElement.focus();
}
}
startAutoUpdate() {
if (!this._cleanup) {
this._cleanup = autoUpdate(
this.buttonTarget,
this.contentTarget,
this.boundUpdate,
);
}
}
stopAutoUpdate() {
if (this._cleanup) {
this._cleanup();
this._cleanup = null;
}
}
update() {
computePosition(this.buttonTarget, this.contentTarget, {
placement: this.placementValue,
middleware: [offset(this.offsetValue), flip(), shift({ padding: 5 })],
}).then(({ x, y }) => {
Object.assign(this.contentTarget.style, {
position: "fixed",
left: `${x}px`,
top: `${y}px`,
});
});
}
}
================================================
FILE: app/components/DS/menu_item.html.erb
================================================
<% 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 %>
================================================
FILE: app/components/DS/menu_item.rb
================================================
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
================================================
FILE: app/components/DS/tab.rb
================================================
class DS::Tab < DesignSystemComponent
attr_reader :id, :label
def initialize(id:, label:)
@id = id
@label = label
end
def call
content
end
end
================================================
FILE: app/components/DS/tabs/nav.rb
================================================
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
================================================
FILE: app/components/DS/tabs/panel.rb
================================================
class DS::Tabs::Panel < DesignSystemComponent
attr_reader :tab_id
def initialize(tab_id:)
@tab_id = tab_id
end
def call
content
end
end
================================================
FILE: app/components/DS/tabs.html.erb
================================================
<%= 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 %>
================================================
FILE: app/components/DS/tabs.rb
================================================
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
================================================
FILE: app/components/DS/tabs_controller.js
================================================
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(),
});
}
}
================================================
FILE: app/components/DS/toggle.html.erb
================================================
<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, " ".html_safe, class: label_classes, for: id %>
</div>
================================================
FILE: app/components/DS/toggle.rb
================================================
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
================================================
FILE: app/components/DS/tooltip.html.erb
================================================
<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>
================================================
FILE: app/components/DS/tooltip.rb
================================================
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
================================================
FILE: app/components/DS/tooltip_controller.js
================================================
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`,
});
});
}
}
================================================
FILE: app/components/UI/account/activity_date.html.erb
================================================
<%= 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>·</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"><%= end_balance_money.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">
<% if balance %>
<%= render UI::Account::BalanceReconciliation.new(balance: balance, account: account) %>
<% else %>
<p class="text-sm text-secondary">No balance data available for this date</p>
<% end %>
</div>
</details>
<div class="bg-container shadow-border-xs rounded-lg">
<% entries.each do |entry| %>
<%= render entry, view_ctx: "account" %>
<% end %>
</div>
<% end %>
================================================
FILE: app/components/UI/account/activity_date.rb
================================================
class UI::Account::ActivityDate < ApplicationComponent
attr_reader :account, :data
delegate :date, :entries, :balance, :transfers, to: :data
def initialize(account:, data:)
@account = account
@data = data
end
def id
dom_id(account, "entries_#{date}")
end
def broadcast_channel
account
end
def end_balance_money
balance&.end_balance_money || Money.new(0, account.currency)
end
def broadcast_refresh!
Turbo::StreamsChannel.broadcast_replace_to(
broadcast_channel,
target: id,
renderable: self,
layout: false
)
end
end
================================================
FILE: app/components/UI/account/activity_feed.html.erb
================================================
<%= turbo_frame_tag dom_id(account, "entries") do %>
<div class="bg-container p-5 shadow-border-xs rounded-xl">
<div class="flex items-center justify-between mb-4" data-testid="activity-menu">
<%= tag.h2 "Activity", class: "font-medium text-lg" %>
<% if account.manual? %>
<%= render DS::Menu.new(variant: "button") do |menu| %>
<% menu.with_button(text: "New", variant: "secondary", icon: "plus") %>
<% menu.with_item(
variant: "link",
text: "New balance",
icon: "circle-dollar-sign",
href: new_valuation_path(account_id: account.id),
data: { turbo_frame: :modal }) %>
<% unless account.crypto? %>
<% menu.with_item(
variant: "link",
text: "New transaction",
icon: "credit-card",
href: account.investment? ? new_trade_path(account_id: account.id) : new_transaction_path(account_id: account.id),
data: { turbo_frame: :modal }) %>
<% end %>
<% end %>
<% end %>
</div>
<div>
<%= form_with url: account_path(account),
id: "entries-search",
scope: :q,
method: :get,
data: { controller: "auto-submit-form" } do |form| %>
<div class="flex gap-2 mb-4">
<div class="grow">
<div class="flex items-center px-3 py-2 gap-2 border border-secondary rounded-lg focus-within:ring-gray-100 focus-within:border-gray-900">
<%= helpers.icon("search") %>
<%= hidden_field_tag :account_id, account.id %>
<%= form.search_field :search,
placeholder: "Search entries by name",
value: search,
class: "form-field__input placeholder:text-sm placeholder:text-secondary",
"data-auto-submit-form-target": "auto" %>
</div>
</div>
</div>
<% end %>
</div>
<% if activity_dates.empty? %>
<p class="text-secondary text-sm p-4">No entries yet</p>
<% else %>
<%= tag.div id: dom_id(account, "entries_bulk_select"),
data: {
controller: "bulk-select",
bulk_select_singular_label_value: "entry",
bulk_select_plural_label_value: "entries"
} do %>
<div id="entry-selection-bar" data-bulk-select-target="selectionBar" class="flex justify-center hidden">
<%= render "entries/selection_bar" %>
</div>
<div class="grid bg-container-inset rounded-xl grid-cols-12 items-center uppercase text-xs font-medium text-secondary px-5 py-3 mb-4">
<div class="pl-0.5 col-span-8 flex items-center gap-4">
<%= check_box_tag "selection_entry",
class: "checkbox checkbox--light",
data: { action: "bulk-select#togglePageSelection" } %>
<p>Date</p>
</div>
<%= tag.p "Amount", class: "col-span-4 justify-self-end" %>
</div>
gitextract_cwa_8u3g/
├── .cursor/
│ └── rules/
│ ├── cursor_rules.mdc
│ ├── general-rules.mdc
│ ├── project-conventions.mdc
│ ├── project-design.mdc
│ ├── self_improve.mdc
│ ├── stimulus_conventions.mdc
│ ├── testing.mdc
│ ├── ui-ux-design-guidelines.mdc
│ └── view_conventions.mdc
├── .devcontainer/
│ ├── Dockerfile
│ ├── devcontainer.json
│ └── docker-compose.yml
├── .dockerignore
├── .editorconfig
├── .env.example
├── .env.local.example
├── .env.test.example
├── .erb_lint.yml
├── .gitattributes
├── .github/
│ ├── DISCUSSION_TEMPLATE/
│ │ └── feature-requests.yml
│ ├── ISSUE_TEMPLATE/
│ │ ├── bug_report.md
│ │ └── other.md
│ ├── dependabot.yml
│ └── workflows/
│ ├── ci.yml
│ ├── pr.yml
│ └── publish.yml
├── .gitignore
├── .rubocop.yml
├── .ruby-version
├── CLAUDE.md
├── CONTRIBUTING.md
├── Dockerfile
├── Gemfile
├── LICENSE
├── Procfile.dev
├── README.md
├── Rakefile
├── app/
│ ├── assets/
│ │ ├── builds/
│ │ │ └── .keep
│ │ └── tailwind/
│ │ ├── application.css
│ │ ├── geist-font.css
│ │ ├── geist-mono-font.css
│ │ ├── maybe-design-system/
│ │ │ ├── background-utils.css
│ │ │ ├── border-utils.css
│ │ │ ├── component-utils.css
│ │ │ ├── foreground-utils.css
│ │ │ └── text-utils.css
│ │ ├── maybe-design-system.css
│ │ └── simonweb_pickr.css
│ ├── channels/
│ │ └── application_cable/
│ │ ├── channel.rb
│ │ └── connection.rb
│ ├── components/
│ │ ├── DS/
│ │ │ ├── alert.html.erb
│ │ │ ├── alert.rb
│ │ │ ├── button.html.erb
│ │ │ ├── button.rb
│ │ │ ├── buttonish.rb
│ │ │ ├── dialog.html.erb
│ │ │ ├── dialog.rb
│ │ │ ├── dialog_controller.js
│ │ │ ├── disclosure.html.erb
│ │ │ ├── disclosure.rb
│ │ │ ├── filled_icon.html.erb
│ │ │ ├── filled_icon.rb
│ │ │ ├── link.html.erb
│ │ │ ├── link.rb
│ │ │ ├── menu.html.erb
│ │ │ ├── menu.rb
│ │ │ ├── menu_controller.js
│ │ │ ├── menu_item.html.erb
│ │ │ ├── menu_item.rb
│ │ │ ├── tab.rb
│ │ │ ├── tabs/
│ │ │ │ ├── nav.rb
│ │ │ │ └── panel.rb
│ │ │ ├── tabs.html.erb
│ │ │ ├── tabs.rb
│ │ │ ├── tabs_controller.js
│ │ │ ├── toggle.html.erb
│ │ │ ├── toggle.rb
│ │ │ ├── tooltip.html.erb
│ │ │ ├── tooltip.rb
│ │ │ └── tooltip_controller.js
│ │ ├── UI/
│ │ │ ├── account/
│ │ │ │ ├── activity_date.html.erb
│ │ │ │ ├── activity_date.rb
│ │ │ │ ├── activity_feed.html.erb
│ │ │ │ ├── activity_feed.rb
│ │ │ │ ├── balance_reconciliation.html.erb
│ │ │ │ ├── balance_reconciliation.rb
│ │ │ │ ├── chart.html.erb
│ │ │ │ └── chart.rb
│ │ │ ├── account_page.html.erb
│ │ │ └── account_page.rb
│ │ ├── application_component.rb
│ │ └── design_system_component.rb
│ ├── controllers/
│ │ ├── accountable_sparklines_controller.rb
│ │ ├── accounts_controller.rb
│ │ ├── api/
│ │ │ └── v1/
│ │ │ ├── accounts_controller.rb
│ │ │ ├── auth_controller.rb
│ │ │ ├── base_controller.rb
│ │ │ ├── chats_controller.rb
│ │ │ ├── messages_controller.rb
│ │ │ ├── test_controller.rb
│ │ │ ├── transactions_controller.rb
│ │ │ └── usage_controller.rb
│ │ ├── application_controller.rb
│ │ ├── budget_categories_controller.rb
│ │ ├── budgets_controller.rb
│ │ ├── categories_controller.rb
│ │ ├── category/
│ │ │ ├── deletions_controller.rb
│ │ │ └── dropdowns_controller.rb
│ │ ├── chats_controller.rb
│ │ ├── concerns/
│ │ │ ├── accountable_resource.rb
│ │ │ ├── authentication.rb
│ │ │ ├── auto_sync.rb
│ │ │ ├── breadcrumbable.rb
│ │ │ ├── entryable_resource.rb
│ │ │ ├── feature_guardable.rb
│ │ │ ├── impersonatable.rb
│ │ │ ├── invitable.rb
│ │ │ ├── localize.rb
│ │ │ ├── notifiable.rb
│ │ │ ├── onboardable.rb
│ │ │ ├── periodable.rb
│ │ │ ├── restore_layout_preferences.rb
│ │ │ ├── self_hostable.rb
│ │ │ ├── store_location.rb
│ │ │ └── stream_extensions.rb
│ │ ├── cookie_sessions_controller.rb
│ │ ├── credit_cards_controller.rb
│ │ ├── cryptos_controller.rb
│ │ ├── currencies_controller.rb
│ │ ├── current_sessions_controller.rb
│ │ ├── depositories_controller.rb
│ │ ├── email_confirmations_controller.rb
│ │ ├── family_exports_controller.rb
│ │ ├── family_merchants_controller.rb
│ │ ├── holdings_controller.rb
│ │ ├── impersonation_sessions_controller.rb
│ │ ├── import/
│ │ │ ├── cleans_controller.rb
│ │ │ ├── configurations_controller.rb
│ │ │ ├── confirms_controller.rb
│ │ │ ├── mappings_controller.rb
│ │ │ ├── rows_controller.rb
│ │ │ └── uploads_controller.rb
│ │ ├── imports_controller.rb
│ │ ├── investments_controller.rb
│ │ ├── invitations_controller.rb
│ │ ├── invite_codes_controller.rb
│ │ ├── loans_controller.rb
│ │ ├── lookbooks_controller.rb
│ │ ├── messages_controller.rb
│ │ ├── mfa_controller.rb
│ │ ├── onboardings_controller.rb
│ │ ├── other_assets_controller.rb
│ │ ├── other_liabilities_controller.rb
│ │ ├── pages_controller.rb
│ │ ├── password_resets_controller.rb
│ │ ├── passwords_controller.rb
│ │ ├── plaid_items_controller.rb
│ │ ├── properties_controller.rb
│ │ ├── registrations_controller.rb
│ │ ├── rules_controller.rb
│ │ ├── securities_controller.rb
│ │ ├── sessions_controller.rb
│ │ ├── settings/
│ │ │ ├── api_keys_controller.rb
│ │ │ ├── billings_controller.rb
│ │ │ ├── hostings_controller.rb
│ │ │ ├── preferences_controller.rb
│ │ │ ├── profiles_controller.rb
│ │ │ └── securities_controller.rb
│ │ ├── subscriptions_controller.rb
│ │ ├── tag/
│ │ │ └── deletions_controller.rb
│ │ ├── tags_controller.rb
│ │ ├── trades_controller.rb
│ │ ├── transaction_categories_controller.rb
│ │ ├── transactions/
│ │ │ ├── bulk_deletions_controller.rb
│ │ │ └── bulk_updates_controller.rb
│ │ ├── transactions_controller.rb
│ │ ├── transfer_matches_controller.rb
│ │ ├── transfers_controller.rb
│ │ ├── users_controller.rb
│ │ ├── valuations_controller.rb
│ │ ├── vehicles_controller.rb
│ │ └── webhooks_controller.rb
│ ├── data_migrations/
│ │ └── balance_component_migrator.rb
│ ├── helpers/
│ │ ├── accounts_helper.rb
│ │ ├── application_helper.rb
│ │ ├── categories_helper.rb
│ │ ├── chats_helper.rb
│ │ ├── custom_confirm.rb
│ │ ├── entries_helper.rb
│ │ ├── imports_helper.rb
│ │ ├── languages_helper.rb
│ │ ├── mfa_helper.rb
│ │ ├── settings_helper.rb
│ │ ├── styled_form_builder.rb
│ │ └── transactions_helper.rb
│ ├── javascript/
│ │ ├── application.js
│ │ ├── controllers/
│ │ │ ├── app_layout_controller.js
│ │ │ ├── application.js
│ │ │ ├── auto_submit_form_controller.js
│ │ │ ├── budget_form_controller.js
│ │ │ ├── bulk_select_controller.js
│ │ │ ├── category_controller.js
│ │ │ ├── chat_controller.js
│ │ │ ├── clipboard_controller.js
│ │ │ ├── color_avatar_controller.js
│ │ │ ├── color_select_controller.js
│ │ │ ├── confirm_dialog_controller.js
│ │ │ ├── deletion_controller.js
│ │ │ ├── donut_chart_controller.js
│ │ │ ├── element_removal_controller.js
│ │ │ ├── file_upload_controller.js
│ │ │ ├── hotkey_controller.js
│ │ │ ├── import_controller.js
│ │ │ ├── index.js
│ │ │ ├── intercom_controller.js
│ │ │ ├── list_filter_controller.js
│ │ │ ├── list_keyboard_navigation_controller.js
│ │ │ ├── mobile_cell_interaction_controller.js
│ │ │ ├── money_field_controller.js
│ │ │ ├── onboarding_controller.js
│ │ │ ├── password_validator_controller.js
│ │ │ ├── password_visibility_controller.js
│ │ │ ├── plaid_controller.js
│ │ │ ├── preserve_scroll_controller.js
│ │ │ ├── profile_image_preview_controller.js
│ │ │ ├── rule/
│ │ │ │ ├── actions_controller.js
│ │ │ │ └── conditions_controller.js
│ │ │ ├── rules_controller.js
│ │ │ ├── sankey_chart_controller.js
│ │ │ ├── scroll_on_connect_controller.js
│ │ │ ├── selectable_link_controller.js
│ │ │ ├── theme_controller.js
│ │ │ ├── time_series_chart_controller.js
│ │ │ ├── tooltip_controller.js
│ │ │ ├── trade_form_controller.js
│ │ │ ├── transfer_match_controller.js
│ │ │ └── turbo_frame_timeout_controller.js
│ │ ├── services/
│ │ │ └── currencies_service.js
│ │ └── shims/
│ │ ├── d3-array-default.js
│ │ └── d3-shape-default.js
│ ├── jobs/
│ │ ├── application_job.rb
│ │ ├── assistant_response_job.rb
│ │ ├── auto_categorize_job.rb
│ │ ├── auto_detect_merchants_job.rb
│ │ ├── data_cache_clear_job.rb
│ │ ├── destroy_job.rb
│ │ ├── family_data_export_job.rb
│ │ ├── family_reset_job.rb
│ │ ├── import_job.rb
│ │ ├── import_market_data_job.rb
│ │ ├── revert_import_job.rb
│ │ ├── rule_job.rb
│ │ ├── security_health_check_job.rb
│ │ ├── stripe_event_handler_job.rb
│ │ ├── sync_cleaner_job.rb
│ │ ├── sync_job.rb
│ │ └── user_purge_job.rb
│ ├── mailers/
│ │ ├── application_mailer.rb
│ │ ├── email_confirmation_mailer.rb
│ │ ├── invitation_mailer.rb
│ │ └── password_mailer.rb
│ ├── models/
│ │ ├── account/
│ │ │ ├── activity_feed_data.rb
│ │ │ ├── anchorable.rb
│ │ │ ├── chartable.rb
│ │ │ ├── current_balance_manager.rb
│ │ │ ├── linkable.rb
│ │ │ ├── market_data_importer.rb
│ │ │ ├── opening_balance_manager.rb
│ │ │ ├── reconcileable.rb
│ │ │ ├── reconciliation_manager.rb
│ │ │ ├── sync_complete_event.rb
│ │ │ └── syncer.rb
│ │ ├── account.rb
│ │ ├── account_import.rb
│ │ ├── address.rb
│ │ ├── api_key.rb
│ │ ├── application_record.rb
│ │ ├── assistant/
│ │ │ ├── broadcastable.rb
│ │ │ ├── configurable.rb
│ │ │ ├── function/
│ │ │ │ ├── get_accounts.rb
│ │ │ │ ├── get_balance_sheet.rb
│ │ │ │ ├── get_income_statement.rb
│ │ │ │ └── get_transactions.rb
│ │ │ ├── function.rb
│ │ │ ├── function_tool_caller.rb
│ │ │ ├── provided.rb
│ │ │ └── responder.rb
│ │ ├── assistant.rb
│ │ ├── assistant_message.rb
│ │ ├── balance/
│ │ │ ├── base_calculator.rb
│ │ │ ├── chart_series_builder.rb
│ │ │ ├── forward_calculator.rb
│ │ │ ├── materializer.rb
│ │ │ ├── reverse_calculator.rb
│ │ │ └── sync_cache.rb
│ │ ├── balance.rb
│ │ ├── balance_sheet/
│ │ │ ├── account_group.rb
│ │ │ ├── account_totals.rb
│ │ │ ├── classification_group.rb
│ │ │ ├── net_worth_series_builder.rb
│ │ │ └── sync_status_monitor.rb
│ │ ├── balance_sheet.rb
│ │ ├── budget.rb
│ │ ├── budget_category.rb
│ │ ├── category.rb
│ │ ├── chat/
│ │ │ └── debuggable.rb
│ │ ├── chat.rb
│ │ ├── concerns/
│ │ │ ├── accountable.rb
│ │ │ ├── enrichable.rb
│ │ │ ├── monetizable.rb
│ │ │ └── syncable.rb
│ │ ├── credit_card.rb
│ │ ├── crypto.rb
│ │ ├── current.rb
│ │ ├── data_enrichment.rb
│ │ ├── demo/
│ │ │ ├── data_cleaner.rb
│ │ │ └── generator.rb
│ │ ├── depository.rb
│ │ ├── developer_message.rb
│ │ ├── entry.rb
│ │ ├── entry_search.rb
│ │ ├── entryable.rb
│ │ ├── exchange_rate/
│ │ │ ├── importer.rb
│ │ │ └── provided.rb
│ │ ├── exchange_rate.rb
│ │ ├── family/
│ │ │ ├── auto_categorizer.rb
│ │ │ ├── auto_merchant_detector.rb
│ │ │ ├── auto_transfer_matchable.rb
│ │ │ ├── data_exporter.rb
│ │ │ ├── plaid_connectable.rb
│ │ │ ├── subscribeable.rb
│ │ │ ├── sync_complete_event.rb
│ │ │ └── syncer.rb
│ │ ├── family.rb
│ │ ├── family_export.rb
│ │ ├── family_merchant.rb
│ │ ├── holding/
│ │ │ ├── forward_calculator.rb
│ │ │ ├── gapfillable.rb
│ │ │ ├── materializer.rb
│ │ │ ├── portfolio_cache.rb
│ │ │ ├── portfolio_snapshot.rb
│ │ │ └── reverse_calculator.rb
│ │ ├── holding.rb
│ │ ├── impersonation_session.rb
│ │ ├── impersonation_session_log.rb
│ │ ├── import/
│ │ │ ├── account_mapping.rb
│ │ │ ├── account_type_mapping.rb
│ │ │ ├── category_mapping.rb
│ │ │ ├── mapping.rb
│ │ │ ├── row.rb
│ │ │ └── tag_mapping.rb
│ │ ├── import.rb
│ │ ├── income_statement/
│ │ │ ├── category_stats.rb
│ │ │ ├── family_stats.rb
│ │ │ └── totals.rb
│ │ ├── income_statement.rb
│ │ ├── investment.rb
│ │ ├── invitation.rb
│ │ ├── invite_code.rb
│ │ ├── loan.rb
│ │ ├── market_data_importer.rb
│ │ ├── measurement.rb
│ │ ├── merchant.rb
│ │ ├── message.rb
│ │ ├── mint_import.rb
│ │ ├── mobile_device.rb
│ │ ├── other_asset.rb
│ │ ├── other_liability.rb
│ │ ├── period.rb
│ │ ├── plaid_account/
│ │ │ ├── importer.rb
│ │ │ ├── investments/
│ │ │ │ ├── balance_calculator.rb
│ │ │ │ ├── holdings_processor.rb
│ │ │ │ ├── security_resolver.rb
│ │ │ │ └── transactions_processor.rb
│ │ │ ├── liabilities/
│ │ │ │ ├── credit_processor.rb
│ │ │ │ ├── mortgage_processor.rb
│ │ │ │ └── student_loan_processor.rb
│ │ │ ├── processor.rb
│ │ │ ├── transactions/
│ │ │ │ ├── category_matcher.rb
│ │ │ │ ├── category_taxonomy.rb
│ │ │ │ └── processor.rb
│ │ │ └── type_mappable.rb
│ │ ├── plaid_account.rb
│ │ ├── plaid_entry/
│ │ │ └── processor.rb
│ │ ├── plaid_item/
│ │ │ ├── accounts_snapshot.rb
│ │ │ ├── importer.rb
│ │ │ ├── provided.rb
│ │ │ ├── sync_complete_event.rb
│ │ │ ├── syncer.rb
│ │ │ └── webhook_processor.rb
│ │ ├── plaid_item.rb
│ │ ├── property.rb
│ │ ├── provider/
│ │ │ ├── exchange_rate_concept.rb
│ │ │ ├── github.rb
│ │ │ ├── llm_concept.rb
│ │ │ ├── openai/
│ │ │ │ ├── auto_categorizer.rb
│ │ │ │ ├── auto_merchant_detector.rb
│ │ │ │ ├── chat_config.rb
│ │ │ │ ├── chat_parser.rb
│ │ │ │ └── chat_stream_parser.rb
│ │ │ ├── openai.rb
│ │ │ ├── plaid.rb
│ │ │ ├── plaid_sandbox.rb
│ │ │ ├── registry.rb
│ │ │ ├── security_concept.rb
│ │ │ ├── stripe/
│ │ │ │ ├── event_processor.rb
│ │ │ │ └── subscription_event_processor.rb
│ │ │ ├── stripe.rb
│ │ │ └── synth.rb
│ │ ├── provider.rb
│ │ ├── provider_merchant.rb
│ │ ├── rejected_transfer.rb
│ │ ├── rule/
│ │ │ ├── action.rb
│ │ │ ├── action_executor/
│ │ │ │ ├── auto_categorize.rb
│ │ │ │ ├── auto_detect_merchants.rb
│ │ │ │ ├── set_transaction_category.rb
│ │ │ │ ├── set_transaction_merchant.rb
│ │ │ │ ├── set_transaction_name.rb
│ │ │ │ └── set_transaction_tags.rb
│ │ │ ├── action_executor.rb
│ │ │ ├── condition.rb
│ │ │ ├── condition_filter/
│ │ │ │ ├── transaction_amount.rb
│ │ │ │ ├── transaction_merchant.rb
│ │ │ │ └── transaction_name.rb
│ │ │ ├── condition_filter.rb
│ │ │ ├── registry/
│ │ │ │ └── transaction_resource.rb
│ │ │ └── registry.rb
│ │ ├── rule.rb
│ │ ├── security/
│ │ │ ├── health_checker.rb
│ │ │ ├── price/
│ │ │ │ └── importer.rb
│ │ │ ├── price.rb
│ │ │ ├── provided.rb
│ │ │ ├── resolver.rb
│ │ │ └── synth_combobox_option.rb
│ │ ├── security.rb
│ │ ├── series.rb
│ │ ├── session.rb
│ │ ├── setting.rb
│ │ ├── subscription.rb
│ │ ├── sync.rb
│ │ ├── tag.rb
│ │ ├── tagging.rb
│ │ ├── tool_call/
│ │ │ └── function.rb
│ │ ├── tool_call.rb
│ │ ├── trade/
│ │ │ └── create_form.rb
│ │ ├── trade.rb
│ │ ├── trade_import.rb
│ │ ├── transaction/
│ │ │ ├── ruleable.rb
│ │ │ ├── search.rb
│ │ │ └── transferable.rb
│ │ ├── transaction.rb
│ │ ├── transaction_import.rb
│ │ ├── transfer/
│ │ │ └── creator.rb
│ │ ├── transfer.rb
│ │ ├── trend.rb
│ │ ├── user.rb
│ │ ├── user_message.rb
│ │ ├── valuation/
│ │ │ └── name.rb
│ │ ├── valuation.rb
│ │ └── vehicle.rb
│ ├── services/
│ │ ├── api_rate_limiter.rb
│ │ └── noop_api_rate_limiter.rb
│ └── views/
│ ├── accountable_sparklines/
│ │ └── show.html.erb
│ ├── accounts/
│ │ ├── _account.html.erb
│ │ ├── _account_sidebar_tabs.html.erb
│ │ ├── _account_type.html.erb
│ │ ├── _accountable_group.html.erb
│ │ ├── _empty.html.erb
│ │ ├── _form.html.erb
│ │ ├── _logo.html.erb
│ │ ├── _summary_card.html.erb
│ │ ├── index/
│ │ │ ├── _account_groups.erb
│ │ │ └── _manual_accounts.html.erb
│ │ ├── index.html.erb
│ │ ├── new/
│ │ │ ├── _container.html.erb
│ │ │ └── _method_selector.html.erb
│ │ ├── new.html.erb
│ │ ├── show/
│ │ │ ├── _activity.html.erb
│ │ │ ├── _header.html.erb
│ │ │ └── _menu.html.erb
│ │ ├── show.html.erb
│ │ └── sparkline.html.erb
│ ├── api/
│ │ └── v1/
│ │ ├── accounts/
│ │ │ └── index.json.jbuilder
│ │ ├── chats/
│ │ │ ├── _chat.json.jbuilder
│ │ │ ├── index.json.jbuilder
│ │ │ └── show.json.jbuilder
│ │ ├── messages/
│ │ │ └── show.json.jbuilder
│ │ └── transactions/
│ │ ├── _transaction.json.jbuilder
│ │ ├── index.json.jbuilder
│ │ └── show.json.jbuilder
│ ├── assistant_messages/
│ │ ├── _assistant_message.html.erb
│ │ └── _tool_calls.html.erb
│ ├── budget_categories/
│ │ ├── _allocation_progress.erb
│ │ ├── _budget_category.html.erb
│ │ ├── _budget_category_donut.html.erb
│ │ ├── _budget_category_form.html.erb
│ │ ├── _confirm_button.html.erb
│ │ ├── _no_categories.html.erb
│ │ ├── _uncategorized_budget_category_form.html.erb
│ │ ├── index.html.erb
│ │ ├── show.html.erb
│ │ └── update.turbo_stream.erb
│ ├── budgets/
│ │ ├── _actuals_summary.html.erb
│ │ ├── _budget_categories.html.erb
│ │ ├── _budget_donut.html.erb
│ │ ├── _budget_header.html.erb
│ │ ├── _budget_nav.html.erb
│ │ ├── _budgeted_summary.html.erb
│ │ ├── _over_allocation_warning.html.erb
│ │ ├── _picker.html.erb
│ │ ├── edit.html.erb
│ │ └── show.html.erb
│ ├── categories/
│ │ ├── _badge.html.erb
│ │ ├── _category.html.erb
│ │ ├── _category_list_group.html.erb
│ │ ├── _color_avatar.html.erb
│ │ ├── _form.html.erb
│ │ ├── _menu.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── category/
│ │ ├── deletions/
│ │ │ └── new.html.erb
│ │ └── dropdowns/
│ │ ├── _row.html.erb
│ │ └── show.html.erb
│ ├── chats/
│ │ ├── _ai_avatar.html.erb
│ │ ├── _ai_consent.html.erb
│ │ ├── _ai_greeting.html.erb
│ │ ├── _chat.html.erb
│ │ ├── _chat_nav.html.erb
│ │ ├── _chat_title.html.erb
│ │ ├── _error.html.erb
│ │ ├── _thinking_indicator.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── credit_cards/
│ │ ├── _form.html.erb
│ │ ├── _overview.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── cryptos/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── depositories/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── developer_messages/
│ │ └── _developer_message.html.erb
│ ├── doorkeeper/
│ │ ├── applications/
│ │ │ ├── _delete_form.html.erb
│ │ │ ├── _form.html.erb
│ │ │ ├── edit.html.erb
│ │ │ ├── index.html.erb
│ │ │ ├── new.html.erb
│ │ │ └── show.html.erb
│ │ ├── authorizations/
│ │ │ ├── error.html.erb
│ │ │ ├── form_post.html.erb
│ │ │ ├── new.html.erb
│ │ │ └── show.html.erb
│ │ └── authorized_applications/
│ │ ├── _delete_form.html.erb
│ │ └── index.html.erb
│ ├── email_confirmation_mailer/
│ │ ├── confirmation_email.html.erb
│ │ └── confirmation_email.text.erb
│ ├── entries/
│ │ ├── _empty.html.erb
│ │ ├── _entry.html.erb
│ │ ├── _entry_group.html.erb
│ │ ├── _loading.html.erb
│ │ └── _selection_bar.html.erb
│ ├── family_exports/
│ │ ├── _list.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── family_merchants/
│ │ ├── _family_merchant.html.erb
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── holdings/
│ │ ├── _cash.html.erb
│ │ ├── _holding.html.erb
│ │ ├── _missing_price_tooltip.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── impersonation_sessions/
│ │ ├── _approval_bar.html.erb
│ │ └── _super_admin_bar.html.erb
│ ├── import/
│ │ ├── cleans/
│ │ │ └── show.html.erb
│ │ ├── configurations/
│ │ │ ├── _account_import.html.erb
│ │ │ ├── _mint_import.html.erb
│ │ │ ├── _trade_import.html.erb
│ │ │ ├── _transaction_import.html.erb
│ │ │ └── show.html.erb
│ │ ├── confirms/
│ │ │ ├── _mappings.html.erb
│ │ │ └── show.html.erb
│ │ ├── mappings/
│ │ │ └── _form.html.erb
│ │ ├── rows/
│ │ │ ├── _form.html.erb
│ │ │ └── show.html.erb
│ │ └── uploads/
│ │ └── show.html.erb
│ ├── imports/
│ │ ├── _empty.html.erb
│ │ ├── _failure.html.erb
│ │ ├── _import.html.erb
│ │ ├── _importing.html.erb
│ │ ├── _nav.html.erb
│ │ ├── _ready.html.erb
│ │ ├── _revert_failure.html.erb
│ │ ├── _success.html.erb
│ │ ├── _table.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── investments/
│ │ ├── _form.html.erb
│ │ ├── _value_tooltip.html.erb
│ │ ├── edit.html.erb
│ │ ├── new.html.erb
│ │ └── tabs/
│ │ └── _holdings.html.erb
│ ├── invitation_mailer/
│ │ └── invite_email.html.erb
│ ├── invitations/
│ │ └── new.html.erb
│ ├── invite_codes/
│ │ ├── _invite_code.html.erb
│ │ └── index.html.erb
│ ├── layouts/
│ │ ├── application.html.erb
│ │ ├── auth.html.erb
│ │ ├── blank.html.erb
│ │ ├── doorkeeper/
│ │ │ ├── admin.html.erb
│ │ │ └── application.html.erb
│ │ ├── imports.html.erb
│ │ ├── lookbooks.html.erb
│ │ ├── mailer.html.erb
│ │ ├── mailer.text.erb
│ │ ├── onboardings.html.erb
│ │ ├── settings.html.erb
│ │ ├── shared/
│ │ │ ├── _breadcrumbs.html.erb
│ │ │ ├── _confirm_dialog.html.erb
│ │ │ ├── _footer.html.erb
│ │ │ ├── _head.html.erb
│ │ │ ├── _htmldoc.html.erb
│ │ │ ├── _nav_item.html.erb
│ │ │ └── _page_header.html.erb
│ │ └── wizard.html.erb
│ ├── loans/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ ├── new.html.erb
│ │ └── tabs/
│ │ └── _overview.html.erb
│ ├── messages/
│ │ └── _chat_form.html.erb
│ ├── mfa/
│ │ ├── backup_codes.html.erb
│ │ ├── new.html.erb
│ │ └── verify.html.erb
│ ├── onboardings/
│ │ ├── _logout.html.erb
│ │ ├── _onboarding_nav.html.erb
│ │ ├── goals.html.erb
│ │ ├── preferences.html.erb
│ │ ├── show.html.erb
│ │ └── trial.html.erb
│ ├── other_assets/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── other_liabilities/
│ │ ├── _form.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── pages/
│ │ ├── changelog.html.erb
│ │ ├── dashboard/
│ │ │ ├── _balance_sheet.html.erb
│ │ │ ├── _cashflow_sankey.html.erb
│ │ │ ├── _group_weight.html.erb
│ │ │ ├── _net_worth_chart.html.erb
│ │ │ └── _no_accounts_graph_placeholder.html.erb
│ │ ├── dashboard.html.erb
│ │ ├── feedback.html.erb
│ │ └── redis_configuration_error.html.erb
│ ├── password_mailer/
│ │ └── password_reset.html.erb
│ ├── password_resets/
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── passwords/
│ │ └── edit.html.erb
│ ├── plaid_items/
│ │ ├── _auto_link_opener.html.erb
│ │ ├── _plaid_item.html.erb
│ │ ├── edit.html.erb
│ │ └── new.html.erb
│ ├── properties/
│ │ ├── _form.html.erb
│ │ ├── _form_alert.html.erb
│ │ ├── _form_tab.html.erb
│ │ ├── _form_tabs.html.erb
│ │ ├── _overview_fields.html.erb
│ │ ├── address.html.erb
│ │ ├── balances.html.erb
│ │ ├── edit.html.erb
│ │ ├── new.html.erb
│ │ └── tabs/
│ │ └── _overview.html.erb
│ ├── pwa/
│ │ ├── manifest.json.erb
│ │ └── service-worker.js
│ ├── registrations/
│ │ └── new.html.erb
│ ├── rule/
│ │ ├── actions/
│ │ │ └── _action.html.erb
│ │ └── conditions/
│ │ ├── _condition.html.erb
│ │ └── _condition_group.html.erb
│ ├── rules/
│ │ ├── _category_rule_cta.html.erb
│ │ ├── _form.html.erb
│ │ ├── _rule.html.erb
│ │ ├── confirm.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── securities/
│ │ ├── _combobox_security.turbo_stream.erb
│ │ └── index.turbo_stream.erb
│ ├── sessions/
│ │ └── new.html.erb
│ ├── settings/
│ │ ├── _section.html.erb
│ │ ├── _settings_nav.html.erb
│ │ ├── _settings_nav_item.html.erb
│ │ ├── _settings_nav_link_large.html.erb
│ │ ├── _user_avatar.html.erb
│ │ ├── _user_avatar_field.html.erb
│ │ ├── api_keys/
│ │ │ ├── created.html.erb
│ │ │ ├── created.turbo_stream.erb
│ │ │ ├── new.html.erb
│ │ │ └── show.html.erb
│ │ ├── billings/
│ │ │ └── show.html.erb
│ │ ├── hostings/
│ │ │ ├── _danger_zone_settings.html.erb
│ │ │ ├── _invite_code_settings.html.erb
│ │ │ ├── _synth_settings.html.erb
│ │ │ └── show.html.erb
│ │ ├── preferences/
│ │ │ └── show.html.erb
│ │ ├── profiles/
│ │ │ └── show.html.erb
│ │ └── securities/
│ │ └── show.html.erb
│ ├── shared/
│ │ ├── _app_version.html.erb
│ │ ├── _color_avatar.html.erb
│ │ ├── _form_errors.html.erb
│ │ ├── _logo.html.erb
│ │ ├── _money_field.html.erb
│ │ ├── _pagination.html.erb
│ │ ├── _progress_circle.html.erb
│ │ ├── _ruler.html.erb
│ │ ├── _sparkline.html.erb
│ │ ├── _text_tooltip.erb
│ │ ├── _transaction_type_tabs.html.erb
│ │ ├── _trend_change.html.erb
│ │ └── notifications/
│ │ ├── _alert.html.erb
│ │ ├── _cta.html.erb
│ │ └── _notice.html.erb
│ ├── subscriptions/
│ │ ├── _plan_choice.html.erb
│ │ └── upgrade.html.erb
│ ├── tag/
│ │ └── deletions/
│ │ └── new.html.erb
│ ├── tags/
│ │ ├── _badge.html.erb
│ │ ├── _form.html.erb
│ │ ├── _tag.html.erb
│ │ ├── edit.html.erb
│ │ ├── index.html.erb
│ │ └── new.html.erb
│ ├── trades/
│ │ ├── _form.html.erb
│ │ ├── _header.html.erb
│ │ ├── _trade.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ ├── transactions/
│ │ ├── _form.html.erb
│ │ ├── _header.html.erb
│ │ ├── _selection_bar.html.erb
│ │ ├── _summary.html.erb
│ │ ├── _transaction.html.erb
│ │ ├── _transaction_category.html.erb
│ │ ├── _transfer_match.html.erb
│ │ ├── bulk_updates/
│ │ │ └── new.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ ├── searches/
│ │ │ ├── _form.html.erb
│ │ │ ├── _menu.html.erb
│ │ │ ├── _search.html.erb
│ │ │ └── filters/
│ │ │ ├── _account_filter.html.erb
│ │ │ ├── _amount_filter.html.erb
│ │ │ ├── _badge.html.erb
│ │ │ ├── _category_filter.html.erb
│ │ │ ├── _date_filter.html.erb
│ │ │ ├── _merchant_filter.html.erb
│ │ │ ├── _tag_filter.html.erb
│ │ │ └── _type_filter.html.erb
│ │ └── show.html.erb
│ ├── transfer_matches/
│ │ ├── _matching_fields.html.erb
│ │ └── new.html.erb
│ ├── transfers/
│ │ ├── _account_links.html.erb
│ │ ├── _form.html.erb
│ │ ├── new.html.erb
│ │ ├── show.html.erb
│ │ └── update.turbo_stream.erb
│ ├── user_messages/
│ │ └── _user_message.html.erb
│ ├── users/
│ │ └── _user_menu.html.erb
│ ├── valuations/
│ │ ├── _confirmation_contents.html.erb
│ │ ├── _header.html.erb
│ │ ├── _valuation.html.erb
│ │ ├── confirm_create.html.erb
│ │ ├── confirm_update.html.erb
│ │ ├── index.html.erb
│ │ ├── new.html.erb
│ │ └── show.html.erb
│ └── vehicles/
│ ├── _form.html.erb
│ ├── edit.html.erb
│ ├── new.html.erb
│ └── tabs/
│ └── _overview.html.erb
├── bin/
│ ├── brakeman
│ ├── bundle
│ ├── dev
│ ├── docker-entrypoint
│ ├── importmap
│ ├── rails
│ ├── rake
│ ├── render-build.sh
│ ├── rubocop
│ ├── setup
│ └── update_structure.sh
├── biome.json
├── compose.example.yml
├── config/
│ ├── application.rb
│ ├── boot.rb
│ ├── brakeman.ignore
│ ├── cable.yml
│ ├── credentials.yml.enc
│ ├── currencies.yml
│ ├── database.yml
│ ├── environment.rb
│ ├── environments/
│ │ ├── development.rb
│ │ ├── production.rb
│ │ └── test.rb
│ ├── i18n-tasks.yml
│ ├── importmap.rb
│ ├── initializers/
│ │ ├── active_record_encryption.rb
│ │ ├── assets.rb
│ │ ├── content_security_policy.rb
│ │ ├── doorkeeper.rb
│ │ ├── doorkeeper_csrf_protection.rb
│ │ ├── doorkeeper_layout.rb
│ │ ├── enable_yjit.rb
│ │ ├── filter_parameter_logging.rb
│ │ ├── generator.rb
│ │ ├── inflections.rb
│ │ ├── intercom.rb
│ │ ├── mini_profiler.rb
│ │ ├── pagy.rb
│ │ ├── permissions_policy.rb
│ │ ├── plaid.rb
│ │ ├── rack_attack.rb
│ │ ├── sentry.rb
│ │ ├── sidekiq.rb
│ │ └── version.rb
│ ├── locales/
│ │ ├── defaults/
│ │ │ ├── af.yml
│ │ │ ├── ar.yml
│ │ │ ├── az.yml
│ │ │ ├── be.yml
│ │ │ ├── bg.yml
│ │ │ ├── bn.yml
│ │ │ ├── bs.yml
│ │ │ ├── ca.yml
│ │ │ ├── cs.yml
│ │ │ ├── cy.yml
│ │ │ ├── da.yml
│ │ │ ├── de-AT.yml
│ │ │ ├── de-CH.yml
│ │ │ ├── de-DE.yml
│ │ │ ├── de.yml
│ │ │ ├── dz.yml
│ │ │ ├── el-CY.yml
│ │ │ ├── el.yml
│ │ │ ├── en-AU.yml
│ │ │ ├── en-CA.yml
│ │ │ ├── en-CY.yml
│ │ │ ├── en-GB.yml
│ │ │ ├── en-IE.yml
│ │ │ ├── en-IN.yml
│ │ │ ├── en-NZ.yml
│ │ │ ├── en-TT.yml
│ │ │ ├── en-US.yml
│ │ │ ├── en-ZA.yml
│ │ │ ├── en.yml
│ │ │ ├── eo.yml
│ │ │ ├── es-419.yml
│ │ │ ├── es-AR.yml
│ │ │ ├── es-CL.yml
│ │ │ ├── es-CO.yml
│ │ │ ├── es-CR.yml
│ │ │ ├── es-EC.yml
│ │ │ ├── es-ES.yml
│ │ │ ├── es-MX.yml
│ │ │ ├── es-NI.yml
│ │ │ ├── es-PA.yml
│ │ │ ├── es-PE.yml
│ │ │ ├── es-US.yml
│ │ │ ├── es-VE.yml
│ │ │ ├── es.yml
│ │ │ ├── et.yml
│ │ │ ├── eu.yml
│ │ │ ├── fa.yml
│ │ │ ├── fi.yml
│ │ │ ├── fr-CA.yml
│ │ │ ├── fr-CH.yml
│ │ │ ├── fr-FR.yml
│ │ │ ├── fr.yml
│ │ │ ├── fy.yml
│ │ │ ├── gd.yml
│ │ │ ├── gl.yml
│ │ │ ├── he.yml
│ │ │ ├── hi-IN.yml
│ │ │ ├── hi.yml
│ │ │ ├── hr.yml
│ │ │ ├── hu.yml
│ │ │ ├── id.yml
│ │ │ ├── is.yml
│ │ │ ├── it-CH.yml
│ │ │ ├── it.yml
│ │ │ ├── ja.yml
│ │ │ ├── ka.yml
│ │ │ ├── kk.yml
│ │ │ ├── km.yml
│ │ │ ├── kn.yml
│ │ │ ├── ko.yml
│ │ │ ├── lb.yml
│ │ │ ├── lo.yml
│ │ │ ├── lt.yml
│ │ │ ├── lv.yml
│ │ │ ├── mg.yml
│ │ │ ├── mk.yml
│ │ │ ├── ml.yml
│ │ │ ├── mn.yml
│ │ │ ├── mr-IN.yml
│ │ │ ├── ms.yml
│ │ │ ├── nb.yml
│ │ │ ├── ne.yml
│ │ │ ├── nl.yml
│ │ │ ├── nn.yml
│ │ │ ├── oc.yml
│ │ │ ├── or.yml
│ │ │ ├── pa.yml
│ │ │ ├── pl.yml
│ │ │ ├── pt-BR.yml
│ │ │ ├── pt.yml
│ │ │ ├── rm.yml
│ │ │ ├── ro.yml
│ │ │ ├── ru.yml
│ │ │ ├── sc.yml
│ │ │ ├── sk.yml
│ │ │ ├── sl.yml
│ │ │ ├── sq.yml
│ │ │ ├── sr.yml
│ │ │ ├── st.yml
│ │ │ ├── sv-FI.yml
│ │ │ ├── sv-SE.yml
│ │ │ ├── sv.yml
│ │ │ ├── sw.yml
│ │ │ ├── ta.yml
│ │ │ ├── te.yml
│ │ │ ├── th.yml
│ │ │ ├── tl.yml
│ │ │ ├── tr.yml
│ │ │ ├── tt.yml
│ │ │ ├── ug.yml
│ │ │ ├── uk.yml
│ │ │ ├── ur.yml
│ │ │ ├── uz.yml
│ │ │ ├── vi.yml
│ │ │ ├── wo.yml
│ │ │ ├── zh-CN.yml
│ │ │ └── zh-TW.yml
│ │ ├── doorkeeper.en.yml
│ │ ├── mailers/
│ │ │ └── invitation_mailer/
│ │ │ └── en.yml
│ │ ├── models/
│ │ │ ├── account/
│ │ │ │ └── en.yml
│ │ │ ├── address/
│ │ │ │ └── en.yml
│ │ │ ├── entry/
│ │ │ │ └── en.yml
│ │ │ ├── import/
│ │ │ │ └── en.yml
│ │ │ ├── time_series/
│ │ │ │ └── value/
│ │ │ │ └── en.yml
│ │ │ ├── transfer/
│ │ │ │ └── en.yml
│ │ │ ├── trend/
│ │ │ │ └── en.yml
│ │ │ └── user/
│ │ │ └── en.yml
│ │ └── views/
│ │ ├── accounts/
│ │ │ └── en.yml
│ │ ├── application/
│ │ │ └── en.yml
│ │ ├── categories/
│ │ │ └── en.yml
│ │ ├── category/
│ │ │ ├── deletions/
│ │ │ │ └── en.yml
│ │ │ └── dropdowns/
│ │ │ └── en.yml
│ │ ├── credit_cards/
│ │ │ └── en.yml
│ │ ├── cryptos/
│ │ │ └── en.yml
│ │ ├── depositories/
│ │ │ └── en.yml
│ │ ├── email_confirmation_mailer/
│ │ │ └── en.yml
│ │ ├── entries/
│ │ │ └── en.yml
│ │ ├── holdings/
│ │ │ └── en.yml
│ │ ├── impersonation_sessions/
│ │ │ └── en.yml
│ │ ├── imports/
│ │ │ └── en.yml
│ │ ├── investments/
│ │ │ └── en.yml
│ │ ├── invitation_mailer/
│ │ │ └── en.yml
│ │ ├── invitations/
│ │ │ └── en.yml
│ │ ├── invite_codes/
│ │ │ └── en.yml
│ │ ├── layout/
│ │ │ └── en.yml
│ │ ├── loans/
│ │ │ └── en.yml
│ │ ├── merchants/
│ │ │ └── en.yml
│ │ ├── mfa/
│ │ │ └── en.yml
│ │ ├── onboardings/
│ │ │ └── en.yml
│ │ ├── other_assets/
│ │ │ └── en.yml
│ │ ├── other_liabilities/
│ │ │ └── en.yml
│ │ ├── pages/
│ │ │ └── en.yml
│ │ ├── password_mailer/
│ │ │ └── en.yml
│ │ ├── password_resets/
│ │ │ └── en.yml
│ │ ├── passwords/
│ │ │ └── en.yml
│ │ ├── plaid_items/
│ │ │ └── en.yml
│ │ ├── properties/
│ │ │ └── en.yml
│ │ ├── registrations/
│ │ │ └── en.yml
│ │ ├── sessions/
│ │ │ └── en.yml
│ │ ├── settings/
│ │ │ ├── api_keys/
│ │ │ │ └── en.yml
│ │ │ ├── en.yml
│ │ │ ├── hostings/
│ │ │ │ └── en.yml
│ │ │ └── securities/
│ │ │ └── en.yml
│ │ ├── shared/
│ │ │ └── en.yml
│ │ ├── subscriptions/
│ │ │ └── en.yml
│ │ ├── tag/
│ │ │ └── deletions/
│ │ │ └── en.yml
│ │ ├── tags/
│ │ │ └── en.yml
│ │ ├── trades/
│ │ │ └── en.yml
│ │ ├── transactions/
│ │ │ └── en.yml
│ │ ├── transfers/
│ │ │ └── en.yml
│ │ ├── users/
│ │ │ └── en.yml
│ │ ├── valuations/
│ │ │ └── en.yml
│ │ └── vehicles/
│ │ └── en.yml
│ ├── puma.rb
│ ├── routes.rb
│ ├── schedule.yml
│ ├── sidekiq.yml
│ └── storage.yml
├── config.ru
├── db/
│ ├── migrate/
│ │ ├── 20240201183314_enable_uuid.rb
│ │ ├── 20240201184038_create_families.rb
│ │ ├── 20240201184212_create_users.rb
│ │ ├── 20240202015428_create_accounts.rb
│ │ ├── 20240202191425_create_account_loans.rb
│ │ ├── 20240202191746_add_accountable_to_account.rb
│ │ ├── 20240202192214_create_account_depositories.rb
│ │ ├── 20240202192231_create_account_credits.rb
│ │ ├── 20240202192238_create_account_investments.rb
│ │ ├── 20240202192312_create_account_properties.rb
│ │ ├── 20240202192319_create_account_vehicles.rb
│ │ ├── 20240202192327_create_account_other_assets.rb
│ │ ├── 20240202192333_create_account_other_liabilities.rb
│ │ ├── 20240202230325_create_invite_codes.rb
│ │ ├── 20240203030754_remove_type_from_accounts.rb
│ │ ├── 20240203050018_add_token_index_to_invite_codes.rb
│ │ ├── 20240206031739_replace_money_field.rb
│ │ ├── 20240209153232_add_currency_to_families.rb
│ │ ├── 20240209174912_redo_money_storage.rb
│ │ ├── 20240209200519_create_currencies.rb
│ │ ├── 20240209200924_create_exchange_rates.rb
│ │ ├── 20240210155058_create_good_jobs.rb
│ │ ├── 20240212150110_create_account_balances.rb
│ │ ├── 20240215201527_create_valuations.rb
│ │ ├── 20240221004818_remove_valuation_type.rb
│ │ ├── 20240222144849_add_status_to_account.rb
│ │ ├── 20240223162105_create_transactions.rb
│ │ ├── 20240227142457_rename_account_balance.rb
│ │ ├── 20240302145715_add_classification_to_accounts.rb
│ │ ├── 20240306193345_add_is_active_to_account.rb
│ │ ├── 20240307082827_create_transaction_categories.rb
│ │ ├── 20240308121431_remove_currency_table.rb
│ │ ├── 20240308214956_add_notes_and_excluded_to_transaction.rb
│ │ ├── 20240309180636_add_sync_status_fields_to_account.rb
│ │ ├── 20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
│ │ ├── 20240313203622_remove_converted_balance_from_account.rb
│ │ ├── 20240319154732_create_account_cryptos.rb
│ │ ├── 20240325064211_add_uniq_index_to_users_email.rb
│ │ ├── 20240401213443_add_last_sync_date_to_accounts.rb
│ │ ├── 20240403192649_add_last_login_at_to_users.rb
│ │ ├── 20240404112829_change_transaction_category_delete_behavior.rb
│ │ ├── 20240410183531_create_settings.rb
│ │ ├── 20240411102931_add_last_seen_upgrade_to_user.rb
│ │ ├── 20240425000110_add_role_to_users.rb
│ │ ├── 20240426162500_create_active_storage_tables.active_storage.rb
│ │ ├── 20240426191312_add_transaction_merchants.rb
│ │ ├── 20240430111641_add_active_to_users.rb
│ │ ├── 20240502205006_create_imports.rb
│ │ ├── 20240520074309_add_admin_role_to_current_users.rb
│ │ ├── 20240522133147_create_tags.rb
│ │ ├── 20240522151453_create_taggings.rb
│ │ ├── 20240524203959_change_account_error_columns_default.rb
│ │ ├── 20240612164751_create_institutions.rb
│ │ ├── 20240612164944_add_institution_to_accounts.rb
│ │ ├── 20240614120946_create_transfers.rb
│ │ ├── 20240614121110_add_transfer_fields_to_transaction.rb
│ │ ├── 20240619125949_rename_accountable_tables.rb
│ │ ├── 20240620114307_rename_categories_table.rb
│ │ ├── 20240620122201_rename_merchants_table.rb
│ │ ├── 20240620125026_rename_transfer_table.rb
│ │ ├── 20240620221801_rename_valuation_table.rb
│ │ ├── 20240621212528_rename_transactions_table.rb
│ │ ├── 20240624160611_create_account_entries.rb
│ │ ├── 20240624161153_migrate_entryables.rb
│ │ ├── 20240624164119_remove_old_columns_from_entryables.rb
│ │ ├── 20240628104551_move_transfers_association_from_transactions_to_entries.rb
│ │ ├── 20240706151026_rename_rate_fields.rb
│ │ ├── 20240707130331_create_account_syncs.rb
│ │ ├── 20240709113713_create_good_job_execution_error_backtrace.rb
│ │ ├── 20240709113714_create_good_job_process_lock_ids.rb
│ │ ├── 20240709113715_create_good_job_process_lock_indexes.rb
│ │ ├── 20240709152243_create_good_job_execution_duration.rb
│ │ ├── 20240710182529_create_securities.rb
│ │ ├── 20240710182728_create_security_prices.rb
│ │ ├── 20240710184048_create_account_trades.rb
│ │ ├── 20240710184249_create_account_holdings.rb
│ │ ├── 20240717113535_remove_default_from_account_balance.rb
│ │ ├── 20240725163339_add_last_synced_at_to_family.rb
│ │ ├── 20240731191344_change_primary_identifier_for_security.rb
│ │ ├── 20240807153618_add_currency_field_to_trade.rb
│ │ ├── 20240813170608_fix_invalid_accountable_data.rb
│ │ ├── 20240815125404_create_issues.rb
│ │ ├── 20240815190722_remove_warnings_from_sync.rb
│ │ ├── 20240816071555_add_col_sep_to_imports.rb
│ │ ├── 20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
│ │ ├── 20240822174006_create_addresses.rb
│ │ ├── 20240822180845_add_property_attributes.rb
│ │ ├── 20240823125526_add_details_to_vehicle.rb
│ │ ├── 20240911143158_add_last_synced_at_institution.rb
│ │ ├── 20240921170426_change_import_owner.rb
│ │ ├── 20240925112218_add_import_types.rb
│ │ ├── 20241001181256_add_locale_preference.rb
│ │ ├── 20241003163448_create_sessions.rb
│ │ ├── 20241007211438_add_billing_to_families.rb
│ │ ├── 20241008122449_add_debt_account_views.rb
│ │ ├── 20241009132959_add_notes_to_entry.rb
│ │ ├── 20241009214601_add_super_admin_to_users.rb
│ │ ├── 20241017162347_create_impersonation_sessions.rb
│ │ ├── 20241017162536_create_impersonation_session_logs.rb
│ │ ├── 20241017204250_add_accounts_indexes.rb
│ │ ├── 20241018201653_add_account_mode.rb
│ │ ├── 20241022170439_create_stock_exchanges.rb
│ │ ├── 20241022192319_fix_user_role_column_type.rb
│ │ ├── 20241022221544_add_onboarding_fields.rb
│ │ ├── 20241023195438_add_stock_exchange_reference.rb
│ │ ├── 20241024142537_add_subscription_timestamp_to_session.rb
│ │ ├── 20241025174650_add_mic_to_securities.rb
│ │ ├── 20241025182612_add_search_vector_to_securities.rb
│ │ ├── 20241029125406_add_reference_to_security_prices.rb
│ │ ├── 20241029184115_remove_prices_missing_issue.rb
│ │ ├── 20241029234028_remove_search_vector.rb
│ │ ├── 20241030121302_fix_not_null_stock_exchange_data.rb
│ │ ├── 20241030151105_remove_account_mode.rb
│ │ ├── 20241030222235_create_invitations.rb
│ │ ├── 20241106193743_add_plaid_domain.rb
│ │ ├── 20241108150422_add_unique_email_index_to_invitations.rb
│ │ ├── 20241114164118_add_products_to_plaid_item.rb
│ │ ├── 20241122183828_change_loan_interest_rate_precision.rb.rb
│ │ ├── 20241126211249_add_logo_url_to_security.rb
│ │ ├── 20241204235400_add_balance_components.rb
│ │ ├── 20241207002408_add_family_timezone.rb
│ │ ├── 20241212141453_add_merchant_logo.rb
│ │ ├── 20241217141716_add_enrichment_setting.rb
│ │ ├── 20241218132503_add_enriched_name_field.rb
│ │ ├── 20241219151540_add_region_to_plaid_item.rb
│ │ ├── 20241219174803_add_parent_category.rb
│ │ ├── 20241227142333_add_error_trace_to_syncs.rb
│ │ ├── 20241231140709_reverse_transfer_relations.rb
│ │ ├── 20250108182147_create_budgets.rb
│ │ ├── 20250108200055_create_budget_categories.rb
│ │ ├── 20250110012347_category_classification.rb
│ │ ├── 20250120210449_align_transfer_cascade_behavior.rb
│ │ ├── 20250124224316_create_rejected_transfers.rb
│ │ ├── 20250128203303_store_transaction_filters_in_session.rb
│ │ ├── 20250130191533_add_email_confirmation_to_users.rb
│ │ ├── 20250130214500_remove_email_confirmation_sent_at_from_users.rb
│ │ ├── 20250131171943_remove_email_confirmation_token_from_users.rb
│ │ ├── 20250206003115_remove_import_status_enum.rb
│ │ ├── 20250206141452_add_institution_details_to_plaid_items.rb
│ │ ├── 20250206151825_add_mfa_fields_to_users.rb
│ │ ├── 20250206204404_add_constraints_to_account_holdings.rb
│ │ ├── 20250207011850_add_exchange_operating_mic_to_securities.rb
│ │ ├── 20250207014022_add_number_format_to_imports.rb
│ │ ├── 20250207194638_adjust_securities_indexes.rb
│ │ ├── 20250211161238_make_ticker_not_null.rb
│ │ ├── 20250212163624_add_status_to_plaid_items.rb
│ │ ├── 20250212213301_add_user_sidebar_preference.rb
│ │ ├── 20250220153958_update_imports_for_operating_mic_v2.rb
│ │ ├── 20250220200735_add_default_lucide_icon_to_categories.rb
│ │ ├── 20250303141007_add_optional_account_for_import.rb
│ │ ├── 20250304140435_add_default_period_to_users.rb
│ │ ├── 20250304200956_add_signage_type_to_imports.rb
│ │ ├── 20250315191233_remove_ticker_from_security_prices.rb
│ │ ├── 20250316103753_remove_issues.rb
│ │ ├── 20250316122019_security_price_unique_index.rb
│ │ ├── 20250318212559_remove_good_job.rb
│ │ ├── 20250319145426_remove_self_host_upgrades.rb
│ │ ├── 20250319212839_create_ai_chats.rb
│ │ ├── 20250405210514_add_initial_balance_field.rb
│ │ ├── 20250410144939_add_theme_to_users.rb
│ │ ├── 20250411140604_add_parent_syncs.rb
│ │ ├── 20250413141446_table_renames.rb
│ │ ├── 20250416235317_add_rules_engine.rb
│ │ ├── 20250416235420_add_data_enrichments.rb
│ │ ├── 20250416235758_merchant_and_category_enrichment.rb
│ │ ├── 20250429021255_add_name_to_rules.rb
│ │ ├── 20250501172430_add_user_goals.rb
│ │ ├── 20250502164951_create_subscriptions.rb
│ │ ├── 20250509182903_dynamic_last_synced.rb
│ │ ├── 20250512171654_update_sync_timestamps.rb
│ │ ├── 20250513122703_add_uniqueness_to_subscriptions.rb
│ │ ├── 20250514214242_add_metadata_to_session.rb
│ │ ├── 20250516180846_remove_stock_exchanges.rb
│ │ ├── 20250518181619_add_auto_sync_preference_to_family.rb
│ │ ├── 20250521112347_add_security_resolver_fields.rb
│ │ ├── 20250522201031_stronger_unique_index_on_security.rb
│ │ ├── 20250523131455_add_raw_payloads_to_plaid_accounts.rb
│ │ ├── 20250605031616_add_index_to_sync_status.rb
│ │ ├── 20250610181219_add_sync_timestamps_to_family.rb
│ │ ├── 20250612150749_create_doorkeeper_tables.rb
│ │ ├── 20250612154522_fix_doorkeeper_resource_owner_id_for_uuid.rb
│ │ ├── 20250613002027_create_api_keys.rb
│ │ ├── 20250613100842_add_display_key_to_api_keys.rb
│ │ ├── 20250613101036_remove_key_from_api_keys.rb
│ │ ├── 20250613101051_remove_key_index_from_api_keys.rb
│ │ ├── 20250613152743_fix_doorkeeper_access_grants_resource_owner_id_for_uuid.rb
│ │ ├── 20250616183654_add_kind_to_transactions.rb
│ │ ├── 20250618104425_add_source_to_api_keys.rb
│ │ ├── 20250618110104_create_mobile_devices.rb
│ │ ├── 20250618110736_add_owner_to_oauth_applications.rb
│ │ ├── 20250618120703_add_oauth_application_to_mobile_devices.rb
│ │ ├── 20250620204550_update_excluded_transactions_to_one_time.rb
│ │ ├── 20250623162207_update_outdated_timezones.rb
│ │ ├── 20250701161640_add_account_status.rb
│ │ ├── 20250702173231_fix_mobile_devices_unique_constraint.rb
│ │ ├── 20250710225721_add_valuation_kind.rb
│ │ ├── 20250718120146_add_indexes_to_core_models.rb
│ │ ├── 20250719121103_add_start_end_columns_to_balances.rb
│ │ └── 20250724115507_create_family_exports.rb
│ ├── schema.rb
│ ├── seeds/
│ │ ├── .keep
│ │ └── oauth_applications.rb
│ └── seeds.rb
├── docs/
│ ├── api/
│ │ └── chats.md
│ └── hosting/
│ └── docker.md
├── lib/
│ ├── assets/
│ │ └── .keep
│ ├── money/
│ │ ├── arithmetic.rb
│ │ ├── currency.rb
│ │ └── formatting.rb
│ ├── money.rb
│ ├── semver.rb
│ └── tasks/
│ ├── benchmarking.rake
│ ├── data_migration.rake
│ ├── demo_data.rake
│ ├── invites.rake
│ ├── securities.rake
│ └── stripe.rake
├── log/
│ └── .keep
├── package.json
├── perf.rake
├── public/
│ ├── 404.html
│ ├── 406-unsupported-browser.html
│ ├── 422.html
│ ├── 426.html
│ ├── 500.html
│ ├── browserconfig.xml
│ ├── robots.txt
│ └── site.webmanifest
├── storage/
│ └── .keep
├── test/
│ ├── application_system_test_case.rb
│ ├── channels/
│ │ └── application_cable/
│ │ └── connection_test.rb
│ ├── components/
│ │ └── previews/
│ │ ├── alert_component_preview.rb
│ │ ├── button_component_preview.rb
│ │ ├── dialog_component_preview.rb
│ │ ├── disclosure_component_preview.rb
│ │ ├── filled_icon_component_preview.rb
│ │ ├── link_component_preview.rb
│ │ ├── menu_component_preview.rb
│ │ ├── tabs_component_preview/
│ │ │ ├── custom.html.erb
│ │ │ └── default.html.erb
│ │ ├── tabs_component_preview.rb
│ │ ├── toggle_component_preview.rb
│ │ └── tooltip_component_preview.rb
│ ├── controllers/
│ │ ├── accountable_sparklines_controller_test.rb
│ │ ├── accounts_controller_test.rb
│ │ ├── api/
│ │ │ └── v1/
│ │ │ ├── accounts_controller_test.rb
│ │ │ ├── auth_controller_test.rb
│ │ │ ├── base_controller_test.rb
│ │ │ ├── chats_controller_test.rb
│ │ │ ├── messages_controller_test.rb
│ │ │ ├── transactions_controller_test.rb
│ │ │ └── usage_controller_test.rb
│ │ ├── categories_controller_test.rb
│ │ ├── category/
│ │ │ └── deletions_controller_test.rb
│ │ ├── chats_controller_test.rb
│ │ ├── concerns/
│ │ │ ├── auto_sync_test.rb
│ │ │ └── onboardable_test.rb
│ │ ├── credit_cards_controller_test.rb
│ │ ├── cryptos_controller_test.rb
│ │ ├── currencies_controller_test.rb
│ │ ├── current_sessions_controller_test.rb
│ │ ├── depositories_controller_test.rb
│ │ ├── email_confirmations_controller_test.rb
│ │ ├── family_exports_controller_test.rb
│ │ ├── family_merchants_controller_test.rb
│ │ ├── holdings_controller_test.rb
│ │ ├── impersonation_sessions_controller_test.rb
│ │ ├── import/
│ │ │ ├── cleans_controller_test.rb
│ │ │ ├── configurations_controller_test.rb
│ │ │ ├── confirms_controller_test.rb
│ │ │ ├── mappings_controller_test.rb
│ │ │ ├── rows_controller_test.rb
│ │ │ └── uploads_controller_test.rb
│ │ ├── imports_controller_test.rb
│ │ ├── investments_controller_test.rb
│ │ ├── invitations_controller_test.rb
│ │ ├── invite_codes_controller_test.rb
│ │ ├── loans_controller_test.rb
│ │ ├── messages_controller_test.rb
│ │ ├── mfa_controller_test.rb
│ │ ├── onboardings_controller_test.rb
│ │ ├── other_assets_controller_test.rb
│ │ ├── other_liabilities_controller_test.rb
│ │ ├── pages_controller_test.rb
│ │ ├── password_resets_controller_test.rb
│ │ ├── plaid_items_controller_test.rb
│ │ ├── properties_controller_test.rb
│ │ ├── registrations_controller_test.rb
│ │ ├── rules_controller_test.rb
│ │ ├── sessions_controller_test.rb
│ │ ├── settings/
│ │ │ ├── api_keys_controller_test.rb
│ │ │ ├── billings_controller_test.rb
│ │ │ ├── hostings_controller_test.rb
│ │ │ ├── preferences_controller_test.rb
│ │ │ └── profiles_controller_test.rb
│ │ ├── subscriptions_controller_test.rb
│ │ ├── tag/
│ │ │ └── deletions_controller_test.rb
│ │ ├── tags_controller_test.rb
│ │ ├── trades_controller_test.rb
│ │ ├── transactions/
│ │ │ ├── bulk_deletions_controller_test.rb
│ │ │ └── bulk_updates_controller_test.rb
│ │ ├── transactions_controller_test.rb
│ │ ├── transfer_matches_controller_test.rb
│ │ ├── transfers_controller_test.rb
│ │ ├── users_controller_test.rb
│ │ ├── valuations_controller_test.rb
│ │ ├── vehicles_controller_test.rb
│ │ └── webhooks_controller_test.rb
│ ├── data_migrations/
│ │ └── balance_component_migrator_test.rb
│ ├── fixtures/
│ │ ├── accounts.yml
│ │ ├── active_storage/
│ │ │ ├── attachments.yml
│ │ │ └── blobs.yml
│ │ ├── addresses.yml
│ │ ├── api_keys.yml
│ │ ├── balances.yml
│ │ ├── budgets.yml
│ │ ├── categories.yml
│ │ ├── chats.yml
│ │ ├── credit_cards.yml
│ │ ├── cryptos.yml
│ │ ├── depositories.yml
│ │ ├── entries.yml
│ │ ├── exchange_rates.yml
│ │ ├── families.yml
│ │ ├── family_exports.yml
│ │ ├── files/
│ │ │ └── imports/
│ │ │ ├── accounts.csv
│ │ │ ├── invalid.csv
│ │ │ ├── mint.csv
│ │ │ ├── trades.csv
│ │ │ ├── transactions.csv
│ │ │ └── valid.csv
│ │ ├── holdings.yml
│ │ ├── impersonation_session_logs.yml
│ │ ├── impersonation_sessions.yml
│ │ ├── import/
│ │ │ ├── mappings.yml
│ │ │ └── rows.yml
│ │ ├── imports.yml
│ │ ├── investments.yml
│ │ ├── invitations.yml
│ │ ├── loans.yml
│ │ ├── merchants.yml
│ │ ├── messages.yml
│ │ ├── mobile_devices.yml
│ │ ├── other_assets.yml
│ │ ├── other_liabilities.yml
│ │ ├── plaid_accounts.yml
│ │ ├── plaid_items.yml
│ │ ├── properties.yml
│ │ ├── rule/
│ │ │ ├── actions.yml
│ │ │ └── conditions.yml
│ │ ├── rules.yml
│ │ ├── securities.yml
│ │ ├── security/
│ │ │ └── prices.yml
│ │ ├── sessions.yml
│ │ ├── subscriptions.yml
│ │ ├── syncs.yml
│ │ ├── taggings.yml
│ │ ├── tags.yml
│ │ ├── tool_calls.yml
│ │ ├── trades.yml
│ │ ├── transactions.yml
│ │ ├── transfers.yml
│ │ ├── users.yml
│ │ ├── valuations.yml
│ │ └── vehicles.yml
│ ├── helpers/
│ │ ├── .keep
│ │ └── application_helper_test.rb
│ ├── i18n_test.rb
│ ├── integration/
│ │ ├── oauth_basic_test.rb
│ │ ├── oauth_mobile_test.rb
│ │ └── rack_attack_test.rb
│ ├── interfaces/
│ │ ├── accountable_resource_interface_test.rb
│ │ ├── entryable_resource_interface_test.rb
│ │ ├── exchange_rate_provider_interface_test.rb
│ │ ├── import_interface_test.rb
│ │ ├── llm_interface_test.rb
│ │ ├── security_provider_interface_test.rb
│ │ └── syncable_interface_test.rb
│ ├── jobs/
│ │ ├── family_data_export_job_test.rb
│ │ ├── import_job_test.rb
│ │ ├── stripe_event_handler_job_test.rb
│ │ └── sync_job_test.rb
│ ├── lib/
│ │ ├── money/
│ │ │ └── currency_test.rb
│ │ └── money_test.rb
│ ├── mailers/
│ │ ├── email_confirmation_mailer_test.rb
│ │ ├── password_mailer_test.rb
│ │ └── previews/
│ │ ├── email_confirmation_mailer_preview.rb
│ │ └── password_mailer_preview.rb
│ ├── models/
│ │ ├── account/
│ │ │ ├── activity_feed_data_test.rb
│ │ │ ├── chartable_test.rb
│ │ │ ├── current_balance_manager_test.rb
│ │ │ ├── entry_test.rb
│ │ │ ├── market_data_importer_test.rb
│ │ │ ├── opening_balance_manager_test.rb
│ │ │ ├── reconciliation_manager_test.rb
│ │ │ └── transaction_test.rb
│ │ ├── account_import_test.rb
│ │ ├── account_test.rb
│ │ ├── address_test.rb
│ │ ├── api_key_test.rb
│ │ ├── assistant_message_test.rb
│ │ ├── assistant_test.rb
│ │ ├── balance/
│ │ │ ├── chart_series_builder_test.rb
│ │ │ ├── forward_calculator_test.rb
│ │ │ ├── materializer_test.rb
│ │ │ └── reverse_calculator_test.rb
│ │ ├── balance_sheet_test.rb
│ │ ├── budget_test.rb
│ │ ├── category_test.rb
│ │ ├── chat_test.rb
│ │ ├── concerns/
│ │ │ └── enrichable_test.rb
│ │ ├── current_test.rb
│ │ ├── developer_message_test.rb
│ │ ├── exchange_rate/
│ │ │ └── importer_test.rb
│ │ ├── exchange_rate_test.rb
│ │ ├── family/
│ │ │ ├── auto_categorizer_test.rb
│ │ │ ├── auto_merchant_detector_test.rb
│ │ │ ├── auto_transfer_matchable_test.rb
│ │ │ ├── data_exporter_test.rb
│ │ │ ├── subscribeable_test.rb
│ │ │ └── syncer_test.rb
│ │ ├── family_export_test.rb
│ │ ├── family_test.rb
│ │ ├── holding/
│ │ │ ├── forward_calculator_test.rb
│ │ │ ├── materializer_test.rb
│ │ │ ├── portfolio_cache_test.rb
│ │ │ ├── portfolio_snapshot_test.rb
│ │ │ └── reverse_calculator_test.rb
│ │ ├── holding_test.rb
│ │ ├── impersonation_session_test.rb
│ │ ├── income_statement_test.rb
│ │ ├── invite_code_test.rb
│ │ ├── loan_test.rb
│ │ ├── market_data_importer_test.rb
│ │ ├── mobile_device_test.rb
│ │ ├── period_test.rb
│ │ ├── plaid_account/
│ │ │ ├── importer_test.rb
│ │ │ ├── investments/
│ │ │ │ ├── balance_calculator_test.rb
│ │ │ │ ├── holdings_processor_test.rb
│ │ │ │ ├── security_resolver_test.rb
│ │ │ │ └── transactions_processor_test.rb
│ │ │ ├── liabilities/
│ │ │ │ ├── credit_processor_test.rb
│ │ │ │ ├── mortgage_processor_test.rb
│ │ │ │ └── student_loan_processor_test.rb
│ │ │ ├── processor_test.rb
│ │ │ ├── transactions/
│ │ │ │ ├── category_matcher_test.rb
│ │ │ │ └── processor_test.rb
│ │ │ └── type_mappable_test.rb
│ │ ├── plaid_entry/
│ │ │ └── processor_test.rb
│ │ ├── plaid_item/
│ │ │ ├── accounts_snapshot_test.rb
│ │ │ └── importer_test.rb
│ │ ├── plaid_item_test.rb
│ │ ├── provider/
│ │ │ ├── openai_test.rb
│ │ │ ├── plaid_test.rb
│ │ │ ├── registry_test.rb
│ │ │ ├── stripe/
│ │ │ │ └── subscription_event_processor_test.rb
│ │ │ ├── stripe_test.rb
│ │ │ └── synth_test.rb
│ │ ├── provider_test.rb
│ │ ├── rule/
│ │ │ ├── action_test.rb
│ │ │ └── condition_test.rb
│ │ ├── rule_test.rb
│ │ ├── security/
│ │ │ ├── health_checker_test.rb
│ │ │ ├── price/
│ │ │ │ └── importer_test.rb
│ │ │ ├── price_test.rb
│ │ │ └── resolver_test.rb
│ │ ├── security_test.rb
│ │ ├── subscription_test.rb
│ │ ├── sync_test.rb
│ │ ├── tag_test.rb
│ │ ├── trade_import_test.rb
│ │ ├── trade_test.rb
│ │ ├── transaction/
│ │ │ └── search_test.rb
│ │ ├── transaction_import_test.rb
│ │ ├── transfer/
│ │ │ └── creator_test.rb
│ │ ├── transfer_test.rb
│ │ ├── trend_test.rb
│ │ ├── user_message_test.rb
│ │ ├── user_test.rb
│ │ └── valuation/
│ │ └── name_test.rb
│ ├── services/
│ │ ├── api_rate_limiter_test.rb
│ │ └── noop_api_rate_limiter_test.rb
│ ├── support/
│ │ ├── balance_test_helper.rb
│ │ ├── entries_test_helper.rb
│ │ ├── ledger_testing_helper.rb
│ │ ├── provider_test_helper.rb
│ │ └── securities_test_helper.rb
│ ├── system/
│ │ ├── accounts_test.rb
│ │ ├── categories_test.rb
│ │ ├── chats_test.rb
│ │ ├── imports_test.rb
│ │ ├── onboardings_test.rb
│ │ ├── settings/
│ │ │ └── api_keys_test.rb
│ │ ├── settings_test.rb
│ │ ├── trades_test.rb
│ │ ├── transactions_test.rb
│ │ └── transfers_test.rb
│ ├── test_helper.rb
│ └── vcr_cassettes/
│ ├── git_repository_provider/
│ │ └── fetch_latest_release_notes.yml
│ ├── openai/
│ │ ├── auto_categorize.yml
│ │ ├── auto_detect_merchants.yml
│ │ └── chat/
│ │ ├── basic_response.yml
│ │ ├── basic_streaming_response.yml
│ │ ├── error.yml
│ │ ├── function_calls.yml
│ │ └── streaming_function_calls.yml
│ ├── plaid/
│ │ ├── access_token.yml
│ │ ├── exchange_public_token.yml
│ │ ├── get_item.yml
│ │ ├── get_item_accounts.yml
│ │ ├── get_item_investments.yml
│ │ ├── get_item_liabilities.yml
│ │ └── link_token.yml
│ ├── stripe/
│ │ ├── checkout_session.yml
│ │ └── create_checkout_session.yml
│ └── synth/
│ ├── exchange_rate.yml
│ ├── exchange_rates.yml
│ ├── health.yml
│ ├── security_info.yml
│ ├── security_price.yml
│ ├── security_prices.yml
│ ├── security_search.yml
│ └── usage.yml
├── tmp/
│ └── .keep
└── vendor/
├── .keep
└── javascript/
├── .keep
├── @floating-ui--core.js
├── @floating-ui--dom.js
├── @floating-ui--utils--dom.js
├── @floating-ui--utils.js
├── @github--hotkey.js
├── @simonwep--pickr.js
├── d3-array.js
├── d3-axis.js
├── d3-brush.js
├── d3-chord.js
├── d3-color.js
├── d3-contour.js
├── d3-delaunay.js
├── d3-dispatch.js
├── d3-drag.js
├── d3-dsv.js
├── d3-ease.js
├── d3-fetch.js
├── d3-force.js
├── d3-format.js
├── d3-geo.js
├── d3-hierarchy.js
├── d3-interpolate.js
├── d3-path.js
├── d3-polygon.js
├── d3-quadtree.js
├── d3-random.js
├── d3-sankey.js
├── d3-scale-chromatic.js
├── d3-scale.js
├── d3-selection.js
├── d3-shape.js
├── d3-time-format.js
├── d3-time.js
├── d3-timer.js
├── d3-transition.js
├── d3-zoom.js
├── d3.js
├── delaunator.js
├── internmap.js
└── robust-predicates.js
Showing preview only (407K chars total). Download the full file or copy to clipboard to get everything.
SYMBOL INDEX (4709 symbols across 853 files)
FILE: app/channels/application_cable/channel.rb
type ApplicationCable (line 1) | module ApplicationCable
class Channel (line 2) | class Channel < ActionCable::Channel::Base
FILE: app/channels/application_cable/connection.rb
type ApplicationCable (line 1) | module ApplicationCable
class Connection (line 2) | class Connection < ActionCable::Connection::Base
method report_error (line 6) | def report_error(e)
FILE: app/components/DS/alert.rb
class DS::Alert (line 1) | class DS::Alert < DesignSystemComponent
method initialize (line 2) | def initialize(message:, variant: :info)
method container_classes (line 10) | def container_classes
method icon_name (line 27) | def icon_name
method icon_color (line 40) | def icon_color
FILE: app/components/DS/button.rb
class DS::Button (line 5) | class DS::Button < DS::Buttonish
method initialize (line 8) | def initialize(confirm: nil, **opts)
method container (line 13) | def container(&block)
method merged_opts (line 22) | def merged_opts
FILE: app/components/DS/buttonish.rb
class DS::Buttonish (line 1) | class DS::Buttonish < DesignSystemComponent
method initialize (line 60) | def initialize(variant: :primary, size: :md, href: nil, text: nil, ico...
method call (line 73) | def call
method container_classes (line 77) | def container_classes(override_classes = nil)
method container_size_classes (line 88) | def container_size_classes
method icon_color (line 92) | def icon_color
method icon_classes (line 104) | def icon_classes
method icon_only? (line 110) | def icon_only?
method variant_data (line 115) | def variant_data
method size_data (line 119) | def size_data
method merged_base_classes (line 124) | def merged_base_classes
method permitted_radius_override_classes (line 149) | def permitted_radius_override_classes
method permitted_display_override_classes (line 153) | def permitted_display_override_classes
FILE: app/components/DS/dialog.rb
class DS::Dialog (line 1) | class DS::Dialog < DesignSystemComponent
method initialize (line 46) | def initialize(variant: "modal", auto_open: true, reload_on_close: fal...
method frame (line 56) | def frame
method wrapper_element (line 61) | def wrapper_element(&block)
method dialog_outer_classes (line 69) | def dialog_outer_classes
method dialog_inner_classes (line 82) | def dialog_inner_classes
method merged_opts (line 98) | def merged_opts
method drawer? (line 112) | def drawer?
FILE: app/components/DS/dialog_controller.js
method connect (line 12) | connect() {
method clickOutside (line 20) | clickOutside(e) {
method close (line 26) | close() {
FILE: app/components/DS/disclosure.rb
class DS::Disclosure (line 1) | class DS::Disclosure < DesignSystemComponent
method initialize (line 6) | def initialize(title: nil, align: "right", open: false, **opts)
FILE: app/components/DS/filled_icon.rb
class DS::FilledIcon (line 1) | class DS::FilledIcon < DesignSystemComponent
method initialize (line 27) | def initialize(variant: :default, icon: nil, text: nil, hex_color: nil...
method container_classes (line 36) | def container_classes
method icon_size (line 45) | def icon_size
method text_classes (line 49) | def text_classes
method container_styles (line 56) | def container_styles
method transparent? (line 64) | def transparent?
method solid_bg_class (line 69) | def solid_bg_class
method size_classes (line 80) | def size_classes
method radius_classes (line 84) | def radius_classes
method custom_fg_color (line 88) | def custom_fg_color
method transparent_bg_color (line 92) | def transparent_bg_color
method transparent_border_color (line 96) | def transparent_border_color
FILE: app/components/DS/link.rb
class DS::Link (line 3) | class DS::Link < DS::Buttonish
method merged_opts (line 13) | def merged_opts
method container_size_classes (line 28) | def container_size_classes
FILE: app/components/DS/menu.rb
class DS::Menu (line 3) | class DS::Menu < DesignSystemComponent
method initialize (line 26) | def initialize(variant: "icon", avatar_url: nil, initials: nil, placem...
FILE: app/components/DS/menu_controller.js
method connect (line 22) | connect() {
method disconnect (line 29) | disconnect() {
method addEventListeners (line 35) | addEventListeners() {
method removeEventListeners (line 42) | removeEventListeners() {
method close (line 73) | close() {
method focusFirstElement (line 78) | focusFirstElement() {
method startAutoUpdate (line 88) | startAutoUpdate() {
method stopAutoUpdate (line 98) | stopAutoUpdate() {
method update (line 105) | update() {
FILE: app/components/DS/menu_item.rb
class DS::MenuItem (line 1) | class DS::MenuItem < DesignSystemComponent
method initialize (line 6) | def initialize(variant:, text: nil, icon: nil, href: nil, method: :pos...
method wrapper (line 19) | def wrapper(&block)
method text_classes (line 29) | def text_classes
method destructive? (line 36) | def destructive?
method container_classes (line 41) | def container_classes
method merged_opts (line 48) | def merged_opts
FILE: app/components/DS/tab.rb
class DS::Tab (line 1) | class DS::Tab < DesignSystemComponent
method initialize (line 4) | def initialize(id:, label:)
method call (line 9) | def call
FILE: app/components/DS/tabs.rb
class DS::Tabs (line 1) | class DS::Tabs < DesignSystemComponent
method initialize (line 32) | def initialize(active_tab:, url_param_key: nil, session_key: nil, vari...
method active_btn_classes (line 42) | def active_btn_classes
method inactive_btn_classes (line 46) | def inactive_btn_classes
method unstyled? (line 51) | def unstyled?
method base_btn_classes (line 55) | def base_btn_classes
method nav_container_classes (line 61) | def nav_container_classes
FILE: app/components/DS/tabs/nav.rb
class DS::Tabs::Nav (line 1) | class DS::Tabs::Nav < DesignSystemComponent
method initialize (line 22) | def initialize(active_tab:, classes: nil, active_btn_classes: nil, ina...
FILE: app/components/DS/tabs/panel.rb
class DS::Tabs::Panel (line 1) | class DS::Tabs::Panel < DesignSystemComponent
method initialize (line 4) | def initialize(tab_id:)
method call (line 8) | def call
FILE: app/components/DS/tabs_controller.js
method show (line 9) | show(e) {
method #updateSessionPreference (line 43) | #updateSessionPreference(selectedTabId) {
FILE: app/components/DS/toggle.rb
class DS::Toggle (line 1) | class DS::Toggle < DesignSystemComponent
method initialize (line 4) | def initialize(id:, name: nil, checked: false, disabled: false, checke...
method label_classes (line 14) | def label_classes
FILE: app/components/DS/tooltip.rb
class DS::Tooltip (line 1) | class DS::Tooltip < ApplicationComponent
method initialize (line 4) | def initialize(text: nil, placement: "top", offset: 10, cross_axis: 0,...
method tooltip_content (line 14) | def tooltip_content
FILE: app/components/DS/tooltip_controller.js
method connect (line 18) | connect() {
method disconnect (line 24) | disconnect() {
method addEventListeners (line 29) | addEventListeners() {
method removeEventListeners (line 34) | removeEventListeners() {
method startAutoUpdate (line 50) | startAutoUpdate() {
method stopAutoUpdate (line 61) | stopAutoUpdate() {
method update (line 68) | update() {
FILE: app/components/UI/account/activity_date.rb
class UI::Account::ActivityDate (line 1) | class UI::Account::ActivityDate < ApplicationComponent
method initialize (line 6) | def initialize(account:, data:)
method id (line 11) | def id
method broadcast_channel (line 15) | def broadcast_channel
method end_balance_money (line 19) | def end_balance_money
method broadcast_refresh! (line 23) | def broadcast_refresh!
FILE: app/components/UI/account/activity_feed.rb
class UI::Account::ActivityFeed (line 1) | class UI::Account::ActivityFeed < ApplicationComponent
method initialize (line 4) | def initialize(feed_data:, pagy:, search: nil)
method id (line 10) | def id
method broadcast_channel (line 14) | def broadcast_channel
method broadcast_refresh! (line 18) | def broadcast_refresh!
method activity_dates (line 27) | def activity_dates
method account (line 32) | def account
FILE: app/components/UI/account/balance_reconciliation.rb
class UI::Account::BalanceReconciliation (line 1) | class UI::Account::BalanceReconciliation < ApplicationComponent
method initialize (line 4) | def initialize(balance:, account:)
method reconciliation_items (line 9) | def reconciliation_items
method default_items (line 30) | def default_items
method credit_card_items (line 45) | def credit_card_items
method investment_items (line 61) | def investment_items
method loan_items (line 84) | def loan_items
method asset_items (line 99) | def asset_items # Property/Vehicle
method crypto_items (line 114) | def crypto_items
method net_cash_flow (line 132) | def net_cash_flow
method net_non_cash_flow (line 136) | def net_non_cash_flow
method net_total_flow (line 140) | def net_total_flow
method total_adjustments (line 144) | def total_adjustments
method has_adjustments? (line 148) | def has_adjustments?
method end_balance_before_adjustments (line 152) | def end_balance_before_adjustments
FILE: app/components/UI/account/chart.rb
class UI::Account::Chart (line 1) | class UI::Account::Chart < ApplicationComponent
method initialize (line 4) | def initialize(account:, period: nil, view: nil)
method period (line 10) | def period
method holdings_value_money (line 14) | def holdings_value_money
method view_balance_money (line 18) | def view_balance_money
method title (line 29) | def title
method foreign_currency? (line 51) | def foreign_currency?
method converted_balance_money (line 55) | def converted_balance_money
method view (line 61) | def view
method series (line 65) | def series
method trend (line 69) | def trend
FILE: app/components/UI/account_page.rb
class UI::AccountPage (line 1) | class UI::AccountPage < ApplicationComponent
method initialize (line 6) | def initialize(account:, chart_view: nil, chart_period: nil, active_ta...
method id (line 13) | def id
method broadcast_channel (line 17) | def broadcast_channel
method broadcast_refresh! (line 21) | def broadcast_refresh!
method title (line 25) | def title
method subtitle (line 29) | def subtitle
method active_tab (line 35) | def active_tab
method tabs (line 39) | def tabs
method tab_content_for (line 50) | def tab_content_for(tab)
FILE: app/components/application_component.rb
class ApplicationComponent (line 1) | class ApplicationComponent < ViewComponent::Base
FILE: app/components/design_system_component.rb
class DesignSystemComponent (line 1) | class DesignSystemComponent < ViewComponent::Base
FILE: app/controllers/accountable_sparklines_controller.rb
class AccountableSparklinesController (line 1) | class AccountableSparklinesController < ApplicationController
method show (line 2) | def show
method family (line 26) | def family
method accountable (line 30) | def accountable
method account_ids (line 34) | def account_ids
method cache_key (line 38) | def cache_key
FILE: app/controllers/accounts_controller.rb
class AccountsController (line 1) | class AccountsController < ApplicationController
method index (line 5) | def index
method sync_all (line 12) | def sync_all
method show (line 17) | def show
method sync (line 28) | def sync
method sparkline (line 36) | def sparkline
method toggle_active (line 47) | def toggle_active
method destroy (line 56) | def destroy
method family (line 66) | def family
method set_account (line 70) | def set_account
FILE: app/controllers/api/v1/accounts_controller.rb
class Api::V1::AccountsController (line 3) | class Api::V1::AccountsController < Api::V1::BaseController
method index (line 9) | def index
method ensure_read_scope (line 37) | def ensure_read_scope
method safe_page_param (line 43) | def safe_page_param
method safe_per_page_param (line 48) | def safe_per_page_param
FILE: app/controllers/api/v1/auth_controller.rb
type Api (line 1) | module Api
type V1 (line 2) | module V1
class AuthController (line 3) | class AuthController < BaseController
method signup (line 10) | def signup
method login (line 64) | def login
method refresh (line 102) | def refresh
method user_signup_params (line 147) | def user_signup_params
method validate_password (line 151) | def validate_password(password)
method valid_device_info? (line 167) | def valid_device_info?
method create_or_update_device (line 175) | def create_or_update_device(user)
method create_oauth_token_for_device (line 184) | def create_oauth_token_for_device(user, device)
FILE: app/controllers/api/v1/base_controller.rb
class Api::V1::BaseController (line 3) | class Api::V1::BaseController < ApplicationController
method doorkeeper_unauthorized_render_options (line 25) | def doorkeeper_unauthorized_render_options(error: nil)
method force_json_format (line 37) | def force_json_format
method authenticate_request! (line 42) | def authenticate_request!
method authenticate_oauth (line 49) | def authenticate_oauth
method authenticate_api_key (line 91) | def authenticate_api_key
method check_api_key_rate_limit (line 107) | def check_api_key_rate_limit
method render_rate_limit_exceeded (line 124) | def render_rate_limit_exceeded(usage_info)
method add_rate_limit_headers (line 144) | def add_rate_limit_headers(usage_info)
method render_unauthorized (line 151) | def render_unauthorized
method current_resource_owner (line 156) | def current_resource_owner
method current_scopes (line 161) | def current_scopes
method authorize_scope! (line 174) | def authorize_scope!(required_scope)
method render_json (line 198) | def render_json(data, status: :ok)
method handle_not_found (line 203) | def handle_not_found(exception)
method handle_unauthorized (line 208) | def handle_unauthorized(exception)
method handle_bad_request (line 213) | def handle_bad_request(exception)
method log_api_access (line 219) | def log_api_access
method ensure_current_family_access (line 235) | def ensure_current_family_access(resource)
method doorkeeper_token (line 248) | def doorkeeper_token
method setup_current_context_for_api (line 253) | def setup_current_context_for_api
method require_ai_enabled (line 274) | def require_ai_enabled
FILE: app/controllers/api/v1/chats_controller.rb
class Api::V1::ChatsController (line 3) | class Api::V1::ChatsController < Api::V1::BaseController
method index (line 10) | def index
method show (line 14) | def show
method create (line 19) | def create
method update (line 45) | def update
method destroy (line 55) | def destroy
method ensure_read_scope (line 63) | def ensure_read_scope
method ensure_write_scope (line 67) | def ensure_write_scope
method set_chat (line 71) | def set_chat
method chat_params (line 77) | def chat_params
method update_chat_params (line 81) | def update_chat_params
FILE: app/controllers/api/v1/messages_controller.rb
class Api::V1::MessagesController (line 3) | class Api::V1::MessagesController < Api::V1::BaseController
method create (line 8) | def create
method retry (line 23) | def retry
method ensure_write_scope (line 42) | def ensure_write_scope
method set_chat (line 46) | def set_chat
method message_params (line 52) | def message_params
FILE: app/controllers/api/v1/test_controller.rb
class Api::V1::TestController (line 5) | class Api::V1::TestController < Api::V1::BaseController
method index (line 6) | def index
method not_found (line 10) | def not_found
method family_access (line 15) | def family_access
method scope_required (line 27) | def scope_required
method multiple_scopes_required (line 38) | def multiple_scopes_required
FILE: app/controllers/api/v1/transactions_controller.rb
class Api::V1::TransactionsController (line 3) | class Api::V1::TransactionsController < Api::V1::BaseController
method index (line 11) | def index
method show (line 52) | def show
method create (line 66) | def create
method update (line 107) | def update
method destroy (line 133) | def destroy
method set_transaction (line 153) | def set_transaction
method ensure_read_scope (line 164) | def ensure_read_scope
method ensure_write_scope (line 168) | def ensure_write_scope
method apply_filters (line 172) | def apply_filters(query)
method apply_search (line 242) | def apply_search(query)
method transaction_params (line 253) | def transaction_params
method entry_params_for_create (line 260) | def entry_params_for_create
method entry_params_for_update (line 278) | def entry_params_for_update
method calculate_signed_amount (line 299) | def calculate_signed_amount
method safe_page_param (line 313) | def safe_page_param
method safe_per_page_param (line 318) | def safe_per_page_param
FILE: app/controllers/api/v1/usage_controller.rb
class Api::V1::UsageController (line 1) | class Api::V1::UsageController < Api::V1::BaseController
method show (line 3) | def show
FILE: app/controllers/application_controller.rb
class ApplicationController (line 1) | class ApplicationController < ActionController::Base
method detect_os (line 13) | def detect_os
method set_default_chat (line 26) | def set_default_chat
method set_active_storage_url_options (line 31) | def set_active_storage_url_options
FILE: app/controllers/budget_categories_controller.rb
class BudgetCategoriesController (line 1) | class BudgetCategoriesController < ApplicationController
method index (line 4) | def index
method show (line 9) | def show
method update (line 24) | def update
method budget_category_params (line 38) | def budget_category_params
method set_budget (line 44) | def set_budget
FILE: app/controllers/budgets_controller.rb
class BudgetsController (line 1) | class BudgetsController < ApplicationController
method index (line 4) | def index
method show (line 8) | def show
method edit (line 11) | def edit
method update (line 15) | def update
method picker (line 20) | def picker
method budget_create_params (line 29) | def budget_create_params
method budget_params (line 33) | def budget_params
method set_budget (line 37) | def set_budget
method redirect_to_current_month_budget (line 43) | def redirect_to_current_month_budget
FILE: app/controllers/categories_controller.rb
class CategoriesController (line 1) | class CategoriesController < ApplicationController
method index (line 6) | def index
method new (line 12) | def new
method create (line 17) | def create
method edit (line 36) | def edit
method update (line 39) | def update
method destroy (line 53) | def destroy
method destroy_all (line 59) | def destroy_all
method bootstrap (line 64) | def bootstrap
method set_category (line 71) | def set_category
method set_categories (line 75) | def set_categories
method set_transaction (line 83) | def set_transaction
method category_params (line 89) | def category_params
FILE: app/controllers/category/deletions_controller.rb
class Category::DeletionsController (line 1) | class Category::DeletionsController < ApplicationController
method new (line 5) | def new
method create (line 8) | def create
method set_category (line 15) | def set_category
method set_replacement_category (line 19) | def set_replacement_category
FILE: app/controllers/category/dropdowns_controller.rb
class Category::DropdownsController (line 1) | class Category::DropdownsController < ApplicationController
method show (line 4) | def show
method set_from_params (line 9) | def set_from_params
method categories_scope (line 19) | def categories_scope
FILE: app/controllers/chats_controller.rb
class ChatsController (line 1) | class ChatsController < ApplicationController
method index (line 6) | def index
method show (line 11) | def show
method new (line 15) | def new
method create (line 19) | def create
method edit (line 25) | def edit
method update (line 28) | def update
method destroy (line 37) | def destroy
method retry (line 44) | def retry
method set_chat (line 50) | def set_chat
method set_last_viewed_chat (line 54) | def set_last_viewed_chat(chat)
method clear_last_viewed_chat (line 58) | def clear_last_viewed_chat
method chat_params (line 62) | def chat_params
FILE: app/controllers/concerns/accountable_resource.rb
type AccountableResource (line 1) | module AccountableResource
function permitted_accountable_attributes (line 12) | def permitted_accountable_attributes(*attrs)
function new (line 18) | def new
function show (line 25) | def show
function edit (line 33) | def edit
function create (line 36) | def create
function update (line 43) | def update
function set_link_options (line 68) | def set_link_options
function accountable_type (line 73) | def accountable_type
function set_account (line 77) | def set_account
function account_params (line 81) | def account_params
FILE: app/controllers/concerns/authentication.rb
type Authentication (line 1) | module Authentication
function skip_authentication (line 11) | def skip_authentication(**options)
function authenticate_user! (line 18) | def authenticate_user!
function find_session_by_cookie (line 30) | def find_session_by_cookie
function create_session_for (line 40) | def create_session_for(user)
function self_hosted_first_login? (line 46) | def self_hosted_first_login?
function set_request_details (line 50) | def set_request_details
function set_sentry_user (line 55) | def set_sentry_user
FILE: app/controllers/concerns/auto_sync.rb
type AutoSync (line 1) | module AutoSync
function sync_family (line 9) | def sync_family
function family_needs_auto_sync? (line 13) | def family_needs_auto_sync?
FILE: app/controllers/concerns/breadcrumbable.rb
type Breadcrumbable (line 1) | module Breadcrumbable
function set_breadcrumbs (line 10) | def set_breadcrumbs
FILE: app/controllers/concerns/entryable_resource.rb
type EntryableResource (line 1) | module EntryableResource
function show (line 10) | def show
function new (line 13) | def new
function create (line 23) | def create
function update (line 27) | def update
function destroy (line 31) | def destroy
function entryable (line 40) | def entryable
function set_entry (line 44) | def set_entry
FILE: app/controllers/concerns/feature_guardable.rb
type FeatureGuardable (line 10) | module FeatureGuardable
function guard_feature (line 14) | def guard_feature(**options)
function guard_feature (line 20) | def guard_feature
FILE: app/controllers/concerns/impersonatable.rb
type Impersonatable (line 1) | module Impersonatable
function create_impersonation_session_log (line 9) | def create_impersonation_session_log
FILE: app/controllers/concerns/invitable.rb
type Invitable (line 1) | module Invitable
function invite_code_required? (line 9) | def invite_code_required?
function self_hosted? (line 14) | def self_hosted?
FILE: app/controllers/concerns/localize.rb
type Localize (line 1) | module Localize
function switch_locale (line 10) | def switch_locale(&action)
function switch_timezone (line 15) | def switch_timezone(&action)
FILE: app/controllers/concerns/notifiable.rb
type Notifiable (line 1) | module Notifiable
function render_flash_notifications (line 10) | def render_flash_notifications
function flash_notification_stream_items (line 18) | def flash_notification_stream_items
function resolve_cta (line 36) | def resolve_cta(cta)
function resolve_notifications (line 43) | def resolve_notifications(type, data)
FILE: app/controllers/concerns/onboardable.rb
type Onboardable (line 1) | module Onboardable
function require_onboarding_and_upgrade (line 10) | def require_onboarding_and_upgrade
function redirectable_path? (line 23) | def redirectable_path?(path)
FILE: app/controllers/concerns/periodable.rb
type Periodable (line 1) | module Periodable
function set_period (line 9) | def set_period
FILE: app/controllers/concerns/restore_layout_preferences.rb
type RestoreLayoutPreferences (line 1) | module RestoreLayoutPreferences
function restore_active_tabs (line 9) | def restore_active_tabs
function valid_account_group_tabs (line 15) | def valid_account_group_tabs
function account_group_tab_param (line 19) | def account_group_tab_param
FILE: app/controllers/concerns/self_hostable.rb
type SelfHostable (line 1) | module SelfHostable
function self_hosted? (line 11) | def self_hosted?
function self_hosted_first_login? (line 15) | def self_hosted_first_login?
function verify_self_host_config (line 19) | def verify_self_host_config
function redis_connected? (line 37) | def redis_connected?
FILE: app/controllers/concerns/store_location.rb
type StoreLocation (line 1) | module StoreLocation
function previous_path (line 12) | def previous_path
function handle_not_found (line 17) | def handle_not_found
function store_return_to (line 26) | def store_return_to
function clear_previous_path (line 32) | def clear_previous_path
function fallback_path (line 38) | def fallback_path
FILE: app/controllers/concerns/stream_extensions.rb
type StreamExtensions (line 1) | module StreamExtensions
function stream_redirect_to (line 4) | def stream_redirect_to(path, notice: nil, alert: nil)
function stream_redirect_back_or_to (line 8) | def stream_redirect_back_or_to(path, notice: nil, alert: nil)
function custom_stream_redirect (line 13) | def custom_stream_redirect(path, redirect_back: false, notice: nil, al...
FILE: app/controllers/cookie_sessions_controller.rb
class CookieSessionsController (line 1) | class CookieSessionsController < ApplicationController
method update (line 2) | def update
method cookie_session_params (line 12) | def cookie_session_params
method save_kv_to_session (line 16) | def save_kv_to_session(key, value)
FILE: app/controllers/credit_cards_controller.rb
class CreditCardsController (line 1) | class CreditCardsController < ApplicationController
FILE: app/controllers/cryptos_controller.rb
class CryptosController (line 1) | class CryptosController < ApplicationController
FILE: app/controllers/currencies_controller.rb
class CurrenciesController (line 1) | class CurrenciesController < ApplicationController
method show (line 2) | def show
FILE: app/controllers/current_sessions_controller.rb
class CurrentSessionsController (line 1) | class CurrentSessionsController < ApplicationController
method update (line 2) | def update
method session_params (line 11) | def session_params
FILE: app/controllers/depositories_controller.rb
class DepositoriesController (line 1) | class DepositoriesController < ApplicationController
FILE: app/controllers/email_confirmations_controller.rb
class EmailConfirmationsController (line 1) | class EmailConfirmationsController < ApplicationController
method new (line 5) | def new
FILE: app/controllers/family_exports_controller.rb
class FamilyExportsController (line 1) | class FamilyExportsController < ApplicationController
method new (line 7) | def new
method create (line 11) | def create
method index (line 23) | def index
method download (line 28) | def download
method set_export (line 38) | def set_export
method require_admin (line 42) | def require_admin
FILE: app/controllers/family_merchants_controller.rb
class FamilyMerchantsController (line 1) | class FamilyMerchantsController < ApplicationController
method index (line 4) | def index
method new (line 12) | def new
method create (line 16) | def create
method edit (line 29) | def edit
method update (line 32) | def update
method destroy (line 40) | def destroy
method set_merchant (line 46) | def set_merchant
method merchant_params (line 50) | def merchant_params
FILE: app/controllers/holdings_controller.rb
class HoldingsController (line 1) | class HoldingsController < ApplicationController
method index (line 4) | def index
method show (line 8) | def show
method destroy (line 11) | def destroy
method set_holding (line 26) | def set_holding
FILE: app/controllers/impersonation_sessions_controller.rb
class ImpersonationSessionsController (line 1) | class ImpersonationSessionsController < ApplicationController
method create (line 5) | def create
method join (line 10) | def join
method leave (line 16) | def leave
method approve (line 21) | def approve
method reject (line 28) | def reject
method complete (line 35) | def complete
method session_params (line 41) | def session_params
method set_impersonation_session (line 45) | def set_impersonation_session
method require_super_admin! (line 51) | def require_super_admin!
method raise_unauthorized! (line 55) | def raise_unauthorized!
FILE: app/controllers/import/cleans_controller.rb
class Import::CleansController (line 1) | class Import::CleansController < ApplicationController
method show (line 6) | def show
method set_import (line 19) | def set_import
FILE: app/controllers/import/configurations_controller.rb
class Import::ConfigurationsController (line 1) | class Import::ConfigurationsController < ApplicationController
method show (line 6) | def show
method update (line 9) | def update
method set_import (line 18) | def set_import
method import_params (line 22) | def import_params
FILE: app/controllers/import/confirms_controller.rb
class Import::ConfirmsController (line 1) | class Import::ConfirmsController < ApplicationController
method show (line 6) | def show
method set_import (line 15) | def set_import
FILE: app/controllers/import/mappings_controller.rb
class Import::MappingsController (line 1) | class Import::MappingsController < ApplicationController
method update (line 4) | def update
method mapping_params (line 16) | def mapping_params
method set_import (line 20) | def set_import
method mappable (line 24) | def mappable
method create_when_empty (line 30) | def create_when_empty
method mappable_class (line 36) | def mappable_class
method mapping_class (line 40) | def mapping_class
FILE: app/controllers/import/rows_controller.rb
class Import::RowsController (line 1) | class Import::RowsController < ApplicationController
method update (line 4) | def update
method show (line 10) | def show
method row_params (line 14) | def row_params
method set_import_row (line 18) | def set_import_row
FILE: app/controllers/import/uploads_controller.rb
class Import::UploadsController (line 1) | class Import::UploadsController < ApplicationController
method show (line 6) | def show
method sample_csv (line 9) | def sample_csv
method update (line 16) | def update
method set_import (line 31) | def set_import
method csv_str (line 35) | def csv_str
method csv_valid? (line 39) | def csv_valid?(str)
method upload_params (line 50) | def upload_params
FILE: app/controllers/imports_controller.rb
class ImportsController (line 1) | class ImportsController < ApplicationController
method publish (line 4) | def publish
method index (line 12) | def index
method new (line 18) | def new
method create (line 22) | def create
method show (line 33) | def show
method revert (line 41) | def revert
method apply_template (line 46) | def apply_template
method destroy (line 55) | def destroy
method set_import (line 62) | def set_import
method import_params (line 66) | def import_params
FILE: app/controllers/investments_controller.rb
class InvestmentsController (line 1) | class InvestmentsController < ApplicationController
FILE: app/controllers/invitations_controller.rb
class InvitationsController (line 1) | class InvitationsController < ApplicationController
method new (line 3) | def new
method create (line 7) | def create
method accept (line 27) | def accept
method destroy (line 37) | def destroy
method invitation_params (line 57) | def invitation_params
FILE: app/controllers/invite_codes_controller.rb
class InviteCodesController (line 1) | class InviteCodesController < ApplicationController
method index (line 4) | def index
method create (line 8) | def create
method ensure_self_hosted (line 16) | def ensure_self_hosted
FILE: app/controllers/loans_controller.rb
class LoansController (line 1) | class LoansController < ApplicationController
FILE: app/controllers/lookbooks_controller.rb
class LookbooksController (line 1) | class LookbooksController < Lookbook::PreviewController
FILE: app/controllers/messages_controller.rb
class MessagesController (line 1) | class MessagesController < ApplicationController
method create (line 6) | def create
method set_chat (line 17) | def set_chat
method message_params (line 21) | def message_params
FILE: app/controllers/mfa_controller.rb
class MfaController (line 1) | class MfaController < ApplicationController
method new (line 5) | def new
method create (line 10) | def create
method verify (line 21) | def verify
method verify_code (line 29) | def verify_code
method disable (line 42) | def disable
method determine_layout (line 49) | def determine_layout
FILE: app/controllers/onboardings_controller.rb
class OnboardingsController (line 1) | class OnboardingsController < ApplicationController
method show (line 7) | def show
method preferences (line 10) | def preferences
method trial (line 13) | def trial
method set_user (line 17) | def set_user
method load_invitation (line 21) | def load_invitation
FILE: app/controllers/other_assets_controller.rb
class OtherAssetsController (line 1) | class OtherAssetsController < ApplicationController
FILE: app/controllers/other_liabilities_controller.rb
class OtherLiabilitiesController (line 1) | class OtherLiabilitiesController < ApplicationController
FILE: app/controllers/pages_controller.rb
class PagesController (line 1) | class PagesController < ApplicationController
method dashboard (line 6) | def dashboard
method changelog (line 30) | def changelog
method feedback (line 47) | def feedback
method redis_configuration_error (line 51) | def redis_configuration_error
method github_provider (line 56) | def github_provider
method build_cashflow_sankey_data (line 60) | def build_cashflow_sankey_data(income_totals, expense_totals, currency...
FILE: app/controllers/password_resets_controller.rb
class PasswordResetsController (line 1) | class PasswordResetsController < ApplicationController
method new (line 8) | def new
method create (line 11) | def create
method edit (line 22) | def edit
method update (line 26) | def update
method set_user_by_token (line 36) | def set_user_by_token
method password_params (line 41) | def password_params
FILE: app/controllers/passwords_controller.rb
class PasswordsController (line 1) | class PasswordsController < ApplicationController
method edit (line 2) | def edit
method update (line 5) | def update
method password_params (line 15) | def password_params
FILE: app/controllers/plaid_items_controller.rb
class PlaidItemsController (line 1) | class PlaidItemsController < ApplicationController
method new (line 4) | def new
method edit (line 16) | def edit
method create (line 25) | def create
method destroy (line 35) | def destroy
method sync (line 40) | def sync
method set_plaid_item (line 52) | def set_plaid_item
method plaid_item_params (line 56) | def plaid_item_params
method item_name (line 60) | def item_name
method plaid_us_webhooks_url (line 64) | def plaid_us_webhooks_url
method plaid_eu_webhooks_url (line 70) | def plaid_eu_webhooks_url
FILE: app/controllers/properties_controller.rb
class PropertiesController (line 1) | class PropertiesController < ApplicationController
method new (line 6) | def new
method create (line 10) | def create
method update (line 18) | def update
method edit (line 33) | def edit
method balances (line 36) | def balances
method update_balances (line 39) | def update_balances
method address (line 56) | def address
method update_address (line 61) | def update_address
method balance_params (line 81) | def balance_params
method address_params (line 85) | def address_params
method property_params (line 90) | def property_params
method set_property (line 95) | def set_property
FILE: app/controllers/registrations_controller.rb
class RegistrationsController (line 1) | class RegistrationsController < ApplicationController
method new (line 11) | def new
method create (line 15) | def create
method set_invitation (line 37) | def set_invitation
method set_user (line 43) | def set_user
method user_params (line 47) | def user_params(specific_param = nil)
method claim_invite_code (line 52) | def claim_invite_code
method validate_password_requirements (line 58) | def validate_password_requirements
FILE: app/controllers/rules_controller.rb
class RulesController (line 1) | class RulesController < ApplicationController
method index (line 6) | def index
method new (line 18) | def new
method create (line 24) | def create
method apply (line 34) | def apply
method confirm (line 40) | def confirm
method edit (line 43) | def edit
method update (line 46) | def update
method destroy (line 57) | def destroy
method destroy_all (line 62) | def destroy_all
method set_rule (line 68) | def set_rule
method rule_params (line 72) | def rule_params
FILE: app/controllers/securities_controller.rb
class SecuritiesController (line 1) | class SecuritiesController < ApplicationController
method index (line 2) | def index
FILE: app/controllers/sessions_controller.rb
class SessionsController (line 1) | class SessionsController < ApplicationController
method new (line 7) | def new
method create (line 10) | def create
method destroy (line 25) | def destroy
method set_session (line 31) | def set_session
FILE: app/controllers/settings/api_keys_controller.rb
class Settings::ApiKeysController (line 3) | class Settings::ApiKeysController < ApplicationController
method show (line 8) | def show
method new (line 12) | def new
method create (line 19) | def create
method destroy (line 38) | def destroy
method set_api_key (line 49) | def set_api_key
method api_key_params (line 53) | def api_key_params
FILE: app/controllers/settings/billings_controller.rb
class Settings::BillingsController (line 1) | class Settings::BillingsController < ApplicationController
method show (line 4) | def show
FILE: app/controllers/settings/hostings_controller.rb
class Settings::HostingsController (line 1) | class Settings::HostingsController < ApplicationController
method show (line 8) | def show
method update (line 13) | def update
method clear_cache (line 32) | def clear_cache
method hosting_params (line 38) | def hosting_params
method ensure_admin (line 42) | def ensure_admin
FILE: app/controllers/settings/preferences_controller.rb
class Settings::PreferencesController (line 1) | class Settings::PreferencesController < ApplicationController
method show (line 4) | def show
FILE: app/controllers/settings/profiles_controller.rb
class Settings::ProfilesController (line 1) | class Settings::ProfilesController < ApplicationController
method show (line 4) | def show
method destroy (line 10) | def destroy
FILE: app/controllers/settings/securities_controller.rb
class Settings::SecuritiesController (line 1) | class Settings::SecuritiesController < ApplicationController
method show (line 4) | def show
FILE: app/controllers/subscriptions_controller.rb
class SubscriptionsController (line 1) | class SubscriptionsController < ApplicationController
method upgrade (line 6) | def upgrade
method new (line 15) | def new
method create (line 30) | def create
method show (line 39) | def show
method success (line 49) | def success
method stripe (line 61) | def stripe
FILE: app/controllers/tag/deletions_controller.rb
class Tag::DeletionsController (line 1) | class Tag::DeletionsController < ApplicationController
method new (line 5) | def new
method create (line 8) | def create
method set_tag (line 15) | def set_tag
method set_replacement_tag (line 19) | def set_replacement_tag
FILE: app/controllers/tags_controller.rb
class TagsController (line 1) | class TagsController < ApplicationController
method index (line 4) | def index
method new (line 10) | def new
method create (line 14) | def create
method edit (line 24) | def edit
method update (line 27) | def update
method destroy (line 32) | def destroy
method destroy_all (line 37) | def destroy_all
method set_tag (line 44) | def set_tag
method tag_params (line 48) | def tag_params
FILE: app/controllers/trades_controller.rb
class TradesController (line 1) | class TradesController < ApplicationController
method new (line 5) | def new
method create (line 15) | def create
method update (line 31) | def update
method entry_params (line 54) | def entry_params
method create_params (line 61) | def create_params
method update_entry_params (line 67) | def update_entry_params
FILE: app/controllers/transaction_categories_controller.rb
class TransactionCategoriesController (line 1) | class TransactionCategoriesController < ApplicationController
method update (line 4) | def update
method entry_params (line 37) | def entry_params
method needs_rule_notification? (line 41) | def needs_rule_notification?(transaction)
FILE: app/controllers/transactions/bulk_deletions_controller.rb
class Transactions::BulkDeletionsController (line 1) | class Transactions::BulkDeletionsController < ApplicationController
method create (line 2) | def create
method bulk_delete_params (line 9) | def bulk_delete_params
FILE: app/controllers/transactions/bulk_updates_controller.rb
class Transactions::BulkUpdatesController (line 1) | class Transactions::BulkUpdatesController < ApplicationController
method new (line 2) | def new
method create (line 5) | def create
method bulk_update_params (line 15) | def bulk_update_params
FILE: app/controllers/transactions_controller.rb
class TransactionsController (line 1) | class TransactionsController < ApplicationController
method new (line 6) | def new
method index (line 12) | def index
method clear_filter (line 27) | def clear_filter
method create (line 56) | def create
method update (line 76) | def update
method per_page (line 112) | def per_page
method needs_rule_notification? (line 116) | def needs_rule_notification?(transaction)
method entry_params (line 128) | def entry_params
method search_params (line 144) | def search_params
method store_params! (line 161) | def store_params!
method should_restore_params? (line 181) | def should_restore_params?
method stored_params (line 185) | def stored_params
FILE: app/controllers/transfer_matches_controller.rb
class TransferMatchesController (line 1) | class TransferMatchesController < ApplicationController
method new (line 4) | def new
method create (line 9) | def create
method set_entry (line 23) | def set_entry
method transfer_match_params (line 27) | def transfer_match_params
method build_transfer (line 31) | def build_transfer
FILE: app/controllers/transfers_controller.rb
class TransfersController (line 1) | class TransfersController < ApplicationController
method new (line 6) | def new
method show (line 10) | def show
method create (line 14) | def create
method update (line 34) | def update
method destroy (line 46) | def destroy
method set_transfer (line 52) | def set_transfer
method transfer_params (line 60) | def transfer_params
method transfer_update_params (line 64) | def transfer_update_params
method update_transfer_status (line 68) | def update_transfer_status
method update_transfer_details (line 76) | def update_transfer_details
FILE: app/controllers/users_controller.rb
class UsersController (line 1) | class UsersController < ApplicationController
method update (line 5) | def update
method reset (line 38) | def reset
method destroy (line 43) | def destroy
method rule_prompt_settings (line 52) | def rule_prompt_settings
method handle_redirect (line 58) | def handle_redirect(notice)
method should_purge_profile_image? (line 75) | def should_purge_profile_image?
method email_changed? (line 80) | def email_changed?
method rule_prompt_settings_params (line 84) | def rule_prompt_settings_params
method user_params (line 88) | def user_params
method set_user (line 97) | def set_user
method ensure_admin (line 101) | def ensure_admin
FILE: app/controllers/valuations_controller.rb
class ValuationsController (line 1) | class ValuationsController < ApplicationController
method confirm_create (line 4) | def confirm_create
method confirm_update (line 17) | def confirm_update
method create (line 32) | def create
method update (line 51) | def update
method entry_params (line 86) | def entry_params
FILE: app/controllers/vehicles_controller.rb
class VehiclesController (line 1) | class VehiclesController < ApplicationController
FILE: app/controllers/webhooks_controller.rb
class WebhooksController (line 1) | class WebhooksController < ApplicationController
method plaid (line 5) | def plaid
method plaid_eu (line 21) | def plaid_eu
method stripe (line 37) | def stripe
FILE: app/data_migrations/balance_component_migrator.rb
class BalanceComponentMigrator (line 1) | class BalanceComponentMigrator
method run (line 2) | def self.run
FILE: app/helpers/accounts_helper.rb
type AccountsHelper (line 1) | module AccountsHelper
function summary_card (line 2) | def summary_card(title:, &block)
FILE: app/helpers/application_helper.rb
type ApplicationHelper (line 1) | module ApplicationHelper
function styled_form_with (line 4) | def styled_form_with(**options, &block)
function icon (line 9) | def icon(key, size: "md", color: "default", custom: false, as_button: ...
function hex_with_alpha (line 31) | def hex_with_alpha(hex, alpha)
function title (line 36) | def title(page_title)
function header_title (line 40) | def header_title(page_title)
function header_description (line 44) | def header_description(page_description)
function page_active? (line 48) | def page_active?(path)
function format_date (line 53) | def format_date(object, format = :default, options = {})
function format_money (line 65) | def format_money(number_or_money, options = {})
function totals_by_currency (line 71) | def totals_by_currency(collection:, money_method:, separator: " | ", n...
function show_super_admin_bar? (line 78) | def show_super_admin_bar?
function markdown (line 87) | def markdown(text)
function calculate_total (line 112) | def calculate_total(item, money_method, negate)
FILE: app/helpers/categories_helper.rb
type CategoriesHelper (line 1) | module CategoriesHelper
function transfer_category (line 2) | def transfer_category
function payment_category (line 9) | def payment_category
function trade_category (line 16) | def trade_category
function family_categories (line 22) | def family_categories
FILE: app/helpers/chats_helper.rb
type ChatsHelper (line 1) | module ChatsHelper
function chat_frame (line 2) | def chat_frame
function chat_view_path (line 6) | def chat_view_path(chat)
FILE: app/helpers/custom_confirm.rb
class CustomConfirm (line 3) | class CustomConfirm
method for_resource_deletion (line 5) | def for_resource_deletion(resource_name, high_severity: false)
method initialize (line 16) | def initialize(title: default_title, body: default_body, btn_text: def...
method to_data_attribute (line 23) | def to_data_attribute
method derive_btn_variant (line 35) | def derive_btn_variant(destructive, high_severity)
method default_title (line 40) | def default_title
method default_body (line 44) | def default_body
method default_btn_text (line 48) | def default_btn_text
FILE: app/helpers/entries_helper.rb
type EntriesHelper (line 1) | module EntriesHelper
function entries_by_date (line 2) | def entries_by_date(entries, totals: false)
function entry_name_detailed (line 32) | def entry_name_detailed(entry)
FILE: app/helpers/imports_helper.rb
type ImportsHelper (line 1) | module ImportsHelper
function mapping_label (line 2) | def mapping_label(mapping_class)
function import_col_label (line 11) | def import_col_label(key)
function dry_run_resource (line 29) | def dry_run_resource(key)
function permitted_import_configuration_path (line 40) | def permitted_import_configuration_path(import)
function cell_class (line 48) | def cell_class(row, field)
function cell_is_valid? (line 58) | def cell_is_valid?(row, field)
function permitted_import_types (line 64) | def permitted_import_types
FILE: app/helpers/languages_helper.rb
type LanguagesHelper (line 1) | module LanguagesHelper
function country_options (line 353) | def country_options
function language_options (line 357) | def language_options
function timezone_options (line 367) | def timezone_options
FILE: app/helpers/mfa_helper.rb
type MfaHelper (line 1) | module MfaHelper
function generate_mfa_qr_code (line 2) | def generate_mfa_qr_code(provisioning_uri)
FILE: app/helpers/settings_helper.rb
type SettingsHelper (line 1) | module SettingsHelper
function adjacent_setting (line 19) | def adjacent_setting(current_path, offset)
function settings_section (line 36) | def settings_section(title:, subtitle: nil, &block)
function settings_nav_footer (line 41) | def settings_nav_footer
function settings_nav_footer_mobile (line 51) | def settings_nav_footer_mobile
function not_self_hosted? (line 62) | def not_self_hosted?
FILE: app/helpers/styled_form_builder.rb
class StyledFormBuilder (line 1) | class StyledFormBuilder < ActionView::Helpers::FormBuilder
method radio_button (line 17) | def radio_button(method, tag_value, options = {})
method select (line 22) | def select(method, choices, options = {}, html_options = {})
method collection_select (line 30) | def collection_select(method, collection, value_method, text_method, o...
method money_field (line 38) | def money_field(amount_method, options = {})
method toggle (line 47) | def toggle(method, options = {}, checked_value = "1", unchecked_value ...
method submit (line 65) | def submit(value = nil, options = {})
method build_field (line 79) | def build_field(method, options = {}, html_options = {}, &block)
method normalize_options (line 108) | def normalize_options(options, html_options)
method build_label (line 112) | def build_label(method, options)
method build_tooltip (line 128) | def build_tooltip(tooltip_text)
FILE: app/helpers/transactions_helper.rb
type TransactionsHelper (line 1) | module TransactionsHelper
function transaction_search_filters (line 2) | def transaction_search_filters
function get_transaction_search_filter_partial_path (line 14) | def get_transaction_search_filter_partial_path(filter)
function get_default_transaction_search_filter (line 18) | def get_default_transaction_search_filter
FILE: app/javascript/controllers/app_layout_controller.js
method openMobileSidebar (line 13) | openMobileSidebar() {
method closeMobileSidebar (line 17) | closeMobileSidebar() {
method toggleLeftSidebar (line 21) | toggleLeftSidebar() {
method toggleRightSidebar (line 27) | toggleRightSidebar() {
method #toggleSidebarWidth (line 33) | #toggleSidebarWidth(el, isCurrentlyOpen) {
method #updateUserPreference (line 43) | #updateUserPreference(field, value) {
FILE: app/javascript/controllers/auto_submit_form_controller.js
method connect (line 11) | connect() {
method disconnect (line 18) | disconnect() {
method #getTriggerEvent (line 34) | #getTriggerEvent(element) {
method #debounceTimeout (line 78) | #debounceTimeout(element) {
FILE: app/javascript/controllers/budget_form_controller.js
method toggleAutoFill (line 5) | toggleAutoFill(e) {
method #fillField (line 18) | #fillField(id, value) {
method #clearField (line 22) | #clearField(id) {
FILE: app/javascript/controllers/bulk_select_controller.js
method connect (line 18) | connect() {
method disconnect (line 24) | disconnect() {
method bulkEditDrawerHeaderTargetConnected (line 28) | bulkEditDrawerHeaderTargetConnected(element) {
method submitBulkRequest (line 35) | submitBulkRequest(e) {
method togglePageSelection (line 46) | togglePageSelection(e) {
method toggleGroupSelection (line 54) | toggleGroupSelection(e) {
method toggleRowSelection (line 66) | toggleRowSelection(e) {
method deselectAll (line 74) | deselectAll() {
method selectedIdsValueChanged (line 81) | selectedIdsValueChanged() {
method _addHiddenFormInputsForSelectedIds (line 85) | _addHiddenFormInputsForSelectedIds(form, paramName, transactionIds) {
method _resetFormInputs (line 97) | _resetFormInputs(form, paramName) {
method _rowsForGroup (line 102) | _rowsForGroup(group) {
method _addToSelection (line 108) | _addToSelection(idToAdd) {
method _removeFromSelection (line 114) | _removeFromSelection(idToRemove) {
method _selectAll (line 120) | _selectAll() {
method _updateSelectionBar (line 132) | _updateSelectionBar() {
method _pluralizedResourceName (line 140) | _pluralizedResourceName() {
method _updateGroups (line 148) | _updateGroups() {
method _updateRows (line 160) | _updateRows() {
FILE: app/javascript/controllers/category_controller.js
method initialize (line 25) | initialize() {
method initPicker (line 52) | initPicker() {
method updateAvatarColors (line 87) | updateAvatarColors(color) {
method handleIconColorChange (line 92) | handleIconColorChange(e) {
method handleIconChange (line 107) | handleIconChange(e) {
method updateSelectedIconColor (line 118) | updateSelectedIconColor(color) {
method handleColorChange (line 126) | handleColorChange(e) {
method handleContrastValidation (line 134) | handleContrastValidation(contrastRatio) {
method autoAdjust (line 147) | autoAdjust(e) {
method handleParentChange (line 153) | handleParentChange(e) {
method backgroundColor (line 160) | backgroundColor([r, g, b, a], percentage) {
method luminance (line 173) | luminance([r, g, b]) {
method contrast (line 183) | contrast(foregroundColor, backgroundColor) {
method darkenColor (line 190) | darkenColor(color) {
method showPaletteSection (line 211) | showPaletteSection() {
method showColorsSection (line 220) | showColorsSection() {
method toggleSections (line 230) | toggleSections() {
method updatePopupPosition (line 244) | updatePopupPosition() {
method #backgroundColor (line 259) | #backgroundColor(color) {
FILE: app/javascript/controllers/chat_controller.js
method connect (line 6) | connect() {
method disconnect (line 10) | disconnect() {
method autoResize (line 16) | autoResize() {
method submitSampleQuestion (line 27) | submitSampleQuestion(e) {
method handleInputKeyDown (line 36) | handleInputKeyDown(e) {
method #configureAutoScroll (line 43) | #configureAutoScroll() {
FILE: app/javascript/controllers/clipboard_controller.js
method copy (line 6) | copy(event) {
method showSuccess (line 20) | showSuccess() {
FILE: app/javascript/controllers/color_avatar_controller.js
method connect (line 8) | connect() {
method disconnect (line 12) | disconnect() {
method handleColorChange (line 22) | handleColorChange(e) {
FILE: app/javascript/controllers/color_select_controller.js
method connect (line 7) | connect() {
method select (line 11) | select({ target }) {
method selectionValueChanged (line 15) | selectionValueChanged() {
method #renderOptions (line 26) | #renderOptions() {
method #check (line 32) | #check(option) {
method #uncheck (line 41) | #uncheck(option) {
method #options (line 46) | get #options() {
function hexToRGBA (line 51) | function hexToRGBA(hex, alpha = 1) {
FILE: app/javascript/controllers/confirm_dialog_controller.js
method handleConfirm (line 8) | handleConfirm(rawData) {
method #prepareDialog (line 27) | #prepareDialog(data) {
method #normalizeRawData (line 46) | #normalizeRawData(rawData) {
FILE: app/javascript/controllers/deletion_controller.js
method chooseSubmitButton (line 15) | chooseSubmitButton() {
FILE: app/javascript/controllers/donut_chart_controller.js
method connect (line 18) | connect() {
method disconnect (line 24) | disconnect() {
method #data (line 30) | get #data() {
method #teardown (line 60) | #teardown() {
method #draw (line 64) | #draw() {
method #handleSegmentHover (line 127) | #handleSegmentHover(event) {
FILE: app/javascript/controllers/element_removal_controller.js
method remove (line 5) | remove() {
FILE: app/javascript/controllers/file_upload_controller.js
method connect (line 6) | connect() {
method disconnect (line 18) | disconnect() {
method triggerFileInput (line 28) | triggerFileInput() {
method fileSelected (line 34) | fileSelected() {
method formSubmitting (line 56) | formSubmitting() {
FILE: app/javascript/controllers/hotkey_controller.js
method connect (line 6) | connect() {
method disconnect (line 10) | disconnect() {
method navigateBack (line 14) | navigateBack(event) {
FILE: app/javascript/controllers/import_controller.js
method connect (line 17) | connect() {
method handleAmountTypeStrategyChange (line 26) | handleAmountTypeStrategyChange(event) {
method handleAmountTypeChange (line 42) | handleAmountTypeChange(event) {
method #showAmountTypeValueTargets (line 48) | #showAmountTypeValueTargets(amountTypeColumnKey) {
method #uniqueValuesForColumn (line 75) | #uniqueValuesForColumn(column) {
method #enableCustomColumnFieldset (line 81) | #enableCustomColumnFieldset() {
method #enableSignedAmountFieldset (line 100) | #enableSignedAmountFieldset() {
FILE: app/javascript/controllers/intercom_controller.js
method show (line 5) | show() {
FILE: app/javascript/controllers/list_filter_controller.js
method connect (line 7) | connect() {
method filter (line 11) | filter() {
FILE: app/javascript/controllers/list_keyboard_navigation_controller.js
method focusPrevious (line 5) | focusPrevious() {
method focusNext (line 9) | focusNext() {
method focusLinkTargetInDirection (line 13) | focusLinkTargetInDirection(direction) {
method getLinkTargetInDirection (line 18) | getLinkTargetInDirection(direction) {
method indexOfLastFocus (line 26) | indexOfLastFocus(targets = this.focusableLinks) {
method focusableLinks (line 37) | get focusableLinks() {
FILE: app/javascript/controllers/mobile_cell_interaction_controller.js
method connect (line 12) | connect() {
method disconnect (line 17) | disconnect() {
method handleDocumentClick (line 23) | handleDocumentClick(event) {
method highlightCell (line 32) | highlightCell(event) {
method unhighlightCell (line 40) | unhighlightCell(event) {
method handleCellTouch (line 50) | handleCellTouch(event) {
method toggleErrorMessage (line 73) | toggleErrorMessage(event) {
method showErrorTooltip (line 104) | showErrorTooltip() {
method hideAllErrorTooltips (line 119) | hideAllErrorTooltips() {
method hideAllTooltipsExcept (line 126) | hideAllTooltipsExcept(tooltipToKeep) {
method selectCell (line 134) | selectCell(event) {
method findHighlightForField (line 145) | findHighlightForField(field) {
FILE: app/javascript/controllers/money_field_controller.js
method handleCurrencyChange (line 9) | handleCurrencyChange(e) {
method updateAmount (line 14) | updateAmount(currency) {
FILE: app/javascript/controllers/onboarding_controller.js
method setLocale (line 5) | setLocale(event) {
method setDateFormat (line 9) | setDateFormat(event) {
method setCurrency (line 13) | setCurrency(event) {
method setTheme (line 17) | setTheme(event) {
method refreshWithParam (line 21) | refreshWithParam(key, value) {
FILE: app/javascript/controllers/password_validator_controller.js
method connect (line 7) | connect() {
method validate (line 11) | validate() {
method validateRequirementText (line 37) | validateRequirementText(type, isValid) {
method updateBlockLines (line 51) | updateBlockLines(requirementsMet) {
FILE: app/javascript/controllers/password_visibility_controller.js
method connect (line 7) | connect() {
method toggle (line 11) | toggle() {
FILE: app/javascript/controllers/plaid_controller.js
method connect (line 12) | connect() {
method open (line 16) | open() {
FILE: app/javascript/controllers/preserve_scroll_controller.js
method connect (line 12) | connect() {
method disconnect (line 21) | disconnect() {
method preserveScroll (line 27) | preserveScroll() {
method restoreScroll (line 36) | restoreScroll(event) {
FILE: app/javascript/controllers/profile_image_preview_controller.js
method clearFileInput (line 16) | clearFileInput() {
method showFileInputPreview (line 31) | showFileInputPreview(event) {
FILE: app/javascript/controllers/rule/actions_controller.js
method remove (line 13) | remove(e) {
method handleActionTypeChange (line 22) | handleActionTypeChange(e) {
method #hideActionValue (line 40) | #hideActionValue() {
method #clearFormFields (line 44) | #clearFormFields() {
method #buildSelectFor (line 49) | #buildSelectFor(actionExecutor) {
method #buildTextInputFor (line 78) | #buildTextInputFor() {
FILE: app/javascript/controllers/rule/conditions_controller.js
method addSubCondition (line 14) | addSubCondition() {
method remove (line 23) | remove(e) {
method handleConditionTypeChange (line 43) | handleConditionTypeChange(e) {
method valueInputEl (line 57) | get valueInputEl() {
method #updateOperatorsField (line 64) | #updateOperatorsField(conditionFilter) {
method #buildSelectFor (line 75) | #buildSelectFor(conditionFilter) {
method #buildTextInputFor (line 88) | #buildTextInputFor(conditionFilter) {
method #convertFormFieldTo (line 99) | #convertFormFieldTo(type, el) {
method #uniqueKey (line 112) | #uniqueKey() {
FILE: app/javascript/controllers/rules_controller.js
method connect (line 14) | connect() {
method addConditionGroup (line 19) | addConditionGroup() {
method addCondition (line 27) | addCondition() {
method addAction (line 35) | addAction() {
method clearEffectiveDate (line 39) | clearEffectiveDate() {
method #appendTemplate (line 43) | #appendTemplate(templateEl, listEl) {
method #uniqueKey (line 52) | #uniqueKey() {
method updateConditionPrefixes (line 58) | updateConditionPrefixes() {
FILE: app/javascript/controllers/sankey_chart_controller.js
method connect (line 14) | connect() {
method disconnect (line 20) | disconnect() {
method #draw (line 24) | #draw() {
FILE: app/javascript/controllers/scroll_on_connect_controller.js
method connect (line 9) | connect() {
method scrollToActiveItem (line 15) | scrollToActiveItem() {
FILE: app/javascript/controllers/selectable_link_controller.js
method connect (line 5) | connect() {
method disconnect (line 9) | disconnect() {
method handleChange (line 13) | handleChange(event) {
FILE: app/javascript/controllers/theme_controller.js
method connect (line 6) | connect() {
method disconnect (line 10) | disconnect() {
method userPreferenceValueChanged (line 15) | userPreferenceValueChanged() {
method updateTheme (line 20) | updateTheme(event) {
method applyTheme (line 32) | applyTheme() {
method setTheme (line 43) | setTheme(isDark) {
method systemPrefersDark (line 51) | systemPrefersDark() {
method toggle (line 62) | toggle() {
method startSystemThemeListener (line 71) | startSystemThemeListener() {
method stopSystemThemeListener (line 79) | stopSystemThemeListener() {
FILE: app/javascript/controllers/time_series_chart_controller.js
method connect (line 22) | connect() {
method disconnect (line 28) | disconnect() {
method _teardown (line 39) | _teardown() {
method _install (line 48) | _install() {
method _normalizeDataPoints (line 54) | _normalizeDataPoints() {
method _rememberInitialContainerSize (line 63) | _rememberInitialContainerSize() {
method _draw (line 68) | _draw() {
method _drawEmpty (line 76) | _drawEmpty() {
method _drawDashedLineEmptyState (line 84) | _drawDashedLineEmptyState() {
method _drawCenteredCircleEmptyState (line 95) | _drawCenteredCircleEmptyState() {
method _drawChart (line 105) | _drawChart() {
method _drawTrendline (line 119) | _drawTrendline() {
method _installTrendlineSplit (line 133) | _installTrendlineSplit() {
method _setTrendlineSplitAt (line 171) | _setTrendlineSplitAt(percent) {
method _drawXAxisLabels (line 190) | _drawXAxisLabels() {
method _drawGradientBelowTrendline (line 222) | _drawGradientBelowTrendline() {
method _drawTooltip (line 274) | _drawTooltip() {
method _trackMouseForShowingTooltip (line 284) | _trackMouseForShowingTooltip() {
method _tooltipTemplate (line 375) | _tooltipTemplate(datum) {
method _getTrendIcon (line 401) | _getTrendIcon(datum) {
method _createMainSvg (line 436) | _createMainSvg() {
method _createMainGroup (line 449) | _createMainGroup() {
method _d3Svg (line 455) | get _d3Svg() {
method _d3Group (line 462) | get _d3Group() {
method _margin (line 469) | get _margin() {
method _d3ContainerWidth (line 476) | get _d3ContainerWidth() {
method _d3ContainerHeight (line 482) | get _d3ContainerHeight() {
method _d3Container (line 488) | get _d3Container() {
method _trendColor (line 492) | get _trendColor() {
method _d3Line (line 496) | get _d3Line() {
method _d3XScale (line 503) | get _d3XScale() {
method _d3YScale (line 510) | get _d3YScale() {
method _setupResizeObserver (line 564) | _setupResizeObserver() {
FILE: app/javascript/controllers/tooltip_controller.js
method connect (line 19) | connect() {
method disconnect (line 26) | disconnect() {
method addEventListeners (line 31) | addEventListeners() {
method removeEventListeners (line 36) | removeEventListeners() {
method startAutoUpdate (line 50) | startAutoUpdate() {
method stopAutoUpdate (line 60) | stopAutoUpdate() {
method update (line 67) | update() {
FILE: app/javascript/controllers/trade_form_controller.js
method changeType (line 6) | async changeType(event) {
FILE: app/javascript/controllers/transfer_match_controller.js
method update (line 7) | update(event) {
FILE: app/javascript/controllers/turbo_frame_timeout_controller.js
method connect (line 7) | connect() {
method disconnect (line 16) | disconnect() {
method clearTimeout (line 20) | clearTimeout() {
method handleTimeout (line 27) | handleTimeout() {
FILE: app/javascript/services/currencies_service.js
class CurrenciesService (line 1) | class CurrenciesService {
method get (line 2) | get(id) {
FILE: app/jobs/application_job.rb
class ApplicationJob (line 1) | class ApplicationJob < ActiveJob::Base
FILE: app/jobs/assistant_response_job.rb
class AssistantResponseJob (line 1) | class AssistantResponseJob < ApplicationJob
method perform (line 4) | def perform(message)
FILE: app/jobs/auto_categorize_job.rb
class AutoCategorizeJob (line 1) | class AutoCategorizeJob < ApplicationJob
method perform (line 4) | def perform(family, transaction_ids: [])
FILE: app/jobs/auto_detect_merchants_job.rb
class AutoDetectMerchantsJob (line 1) | class AutoDetectMerchantsJob < ApplicationJob
method perform (line 4) | def perform(family, transaction_ids: [])
FILE: app/jobs/data_cache_clear_job.rb
class DataCacheClearJob (line 1) | class DataCacheClearJob < ApplicationJob
method perform (line 4) | def perform(family)
FILE: app/jobs/destroy_job.rb
class DestroyJob (line 1) | class DestroyJob < ApplicationJob
method perform (line 4) | def perform(model)
FILE: app/jobs/family_data_export_job.rb
class FamilyDataExportJob (line 1) | class FamilyDataExportJob < ApplicationJob
method perform (line 4) | def perform(family_export)
FILE: app/jobs/family_reset_job.rb
class FamilyResetJob (line 1) | class FamilyResetJob < ApplicationJob
method perform (line 4) | def perform(family)
FILE: app/jobs/import_job.rb
class ImportJob (line 1) | class ImportJob < ApplicationJob
method perform (line 4) | def perform(import)
FILE: app/jobs/import_market_data_job.rb
class ImportMarketDataJob (line 10) | class ImportMarketDataJob < ApplicationJob
method perform (line 13) | def perform(opts)
FILE: app/jobs/revert_import_job.rb
class RevertImportJob (line 1) | class RevertImportJob < ApplicationJob
method perform (line 4) | def perform(import)
FILE: app/jobs/rule_job.rb
class RuleJob (line 1) | class RuleJob < ApplicationJob
method perform (line 4) | def perform(rule, ignore_attribute_locks: false)
FILE: app/jobs/security_health_check_job.rb
class SecurityHealthCheckJob (line 1) | class SecurityHealthCheckJob < ApplicationJob
method perform (line 4) | def perform
FILE: app/jobs/stripe_event_handler_job.rb
class StripeEventHandlerJob (line 1) | class StripeEventHandlerJob < ApplicationJob
method perform (line 4) | def perform(event_id)
FILE: app/jobs/sync_cleaner_job.rb
class SyncCleanerJob (line 1) | class SyncCleanerJob < ApplicationJob
method perform (line 4) | def perform
FILE: app/jobs/sync_job.rb
class SyncJob (line 1) | class SyncJob < ApplicationJob
method perform (line 4) | def perform(sync)
FILE: app/jobs/user_purge_job.rb
class UserPurgeJob (line 1) | class UserPurgeJob < ApplicationJob
method perform (line 4) | def perform(user)
FILE: app/mailers/application_mailer.rb
class ApplicationMailer (line 1) | class ApplicationMailer < ActionMailer::Base
FILE: app/mailers/email_confirmation_mailer.rb
class EmailConfirmationMailer (line 1) | class EmailConfirmationMailer < ApplicationMailer
method confirmation_email (line 7) | def confirmation_email
FILE: app/mailers/invitation_mailer.rb
class InvitationMailer (line 1) | class InvitationMailer < ApplicationMailer
method invite_email (line 2) | def invite_email(invitation)
FILE: app/mailers/password_mailer.rb
class PasswordMailer (line 1) | class PasswordMailer < ApplicationMailer
method password_reset (line 2) | def password_reset
FILE: app/models/account.rb
class Account (line 1) | class Account < ApplicationRecord
method create_and_sync (line 58) | def create_and_sync(attributes)
method institution_domain (line 76) | def institution_domain
method destroy_later (line 91) | def destroy_later
method destroy (line 97) | def destroy
method current_holdings (line 106) | def current_holdings
method start_date (line 117) | def start_date
method lock_saved_attributes! (line 122) | def lock_saved_attributes!
method first_valuation (line 127) | def first_valuation
method first_valuation_amount (line 131) | def first_valuation_amount
method short_subtype_label (line 136) | def short_subtype_label
method long_subtype_label (line 141) | def long_subtype_label
method balance_type (line 151) | def balance_type
FILE: app/models/account/activity_feed_data.rb
class Account::ActivityFeedData (line 4) | class Account::ActivityFeedData
method initialize (line 9) | def initialize(account, entries)
method entries_by_date (line 14) | def entries_by_date
method balance_for_date (line 28) | def balance_for_date(date)
method transfers_for_date (line 32) | def transfers_for_date(date)
method grouped_entries (line 36) | def grouped_entries
method balances_by_date (line 40) | def balances_by_date
method transfers_by_date (line 51) | def transfers_by_date
method transaction_ids (line 79) | def transaction_ids
FILE: app/models/account/anchorable.rb
type Account::Anchorable (line 3) | module Account::Anchorable
function set_opening_anchor_balance (line 12) | def set_opening_anchor_balance(**opts)
function opening_anchor_date (line 18) | def opening_anchor_date
function opening_anchor_balance (line 22) | def opening_anchor_balance
function has_opening_anchor? (line 26) | def has_opening_anchor?
function set_current_balance (line 30) | def set_current_balance(balance)
function current_anchor_balance (line 36) | def current_anchor_balance
function current_anchor_date (line 40) | def current_anchor_date
function has_current_anchor? (line 44) | def has_current_anchor?
function opening_balance_manager (line 49) | def opening_balance_manager
function current_balance_manager (line 53) | def current_balance_manager
FILE: app/models/account/chartable.rb
type Account::Chartable (line 1) | module Account::Chartable
function favorable_direction (line 4) | def favorable_direction
function balance_series (line 8) | def balance_series(period: Period.last_30_days, view: :balance, interv...
function sparkline_series (line 26) | def sparkline_series
FILE: app/models/account/current_balance_manager.rb
class Account::CurrentBalanceManager (line 1) | class Account::CurrentBalanceManager
method initialize (line 6) | def initialize(account)
method has_current_anchor? (line 10) | def has_current_anchor?
method current_balance (line 16) | def current_balance
method current_date (line 25) | def current_date
method set_current_balance (line 33) | def set_current_balance(balance)
method opening_balance_manager (line 51) | def opening_balance_manager
method reconciliation_manager (line 55) | def reconciliation_manager
method set_current_balance_for_manual_account (line 69) | def set_current_balance_for_manual_account(balance)
method adjust_opening_balance_with_delta (line 83) | def adjust_opening_balance_with_delta(new_balance:, old_balance:)
method set_current_balance_for_linked_account (line 95) | def set_current_balance_for_linked_account(balance)
method current_anchor_valuation (line 105) | def current_anchor_valuation
method create_current_anchor (line 109) | def create_current_anchor(balance)
method update_current_anchor (line 119) | def update_current_anchor(balance)
FILE: app/models/account/linkable.rb
type Account::Linkable (line 1) | module Account::Linkable
function linked? (line 9) | def linked?
function unlinked? (line 15) | def unlinked?
FILE: app/models/account/market_data_importer.rb
class Account::MarketDataImporter (line 1) | class Account::MarketDataImporter
method initialize (line 4) | def initialize(account)
method import_all (line 8) | def import_all
method import_exchange_rates (line 13) | def import_exchange_rates
method import_security_prices (line 45) | def import_security_prices
method first_required_price_date (line 64) | def first_required_price_date(security)
method needs_exchange_rates? (line 71) | def needs_exchange_rates?
method has_multi_currency_entries? (line 75) | def has_multi_currency_entries?
method foreign_account? (line 79) | def foreign_account?
FILE: app/models/account/opening_balance_manager.rb
class Account::OpeningBalanceManager (line 1) | class Account::OpeningBalanceManager
method initialize (line 4) | def initialize(account)
method has_opening_anchor? (line 8) | def has_opening_anchor?
method opening_date (line 13) | def opening_date
method opening_balance (line 22) | def opening_balance
method set_opening_balance (line 26) | def set_opening_balance(balance:, date: nil)
method opening_anchor_valuation (line 49) | def opening_anchor_valuation
method oldest_entry_date (line 53) | def oldest_entry_date
method default_date (line 57) | def default_date
method create_opening_anchor (line 65) | def create_opening_anchor(balance:, date:)
method update_opening_anchor (line 77) | def update_opening_anchor(balance:, date: nil)
FILE: app/models/account/reconcileable.rb
type Account::Reconcileable (line 1) | module Account::Reconcileable
function create_reconciliation (line 4) | def create_reconciliation(balance:, date:, dry_run: false)
function update_reconciliation (line 10) | def update_reconciliation(existing_valuation_entry, balance:, date:, d...
function reconciliation_manager (line 17) | def reconciliation_manager
FILE: app/models/account/reconciliation_manager.rb
class Account::ReconciliationManager (line 1) | class Account::ReconciliationManager
method initialize (line 4) | def initialize(account)
method reconcile_balance (line 9) | def reconcile_balance(balance:, date: Date.current, dry_run: false, ex...
method prepare_reconciliation (line 44) | def prepare_reconciliation(balance, date, existing_valuation)
method derived_cash_balance (line 61) | def derived_cash_balance(date:, total_balance:)
method old_balance_components (line 73) | def old_balance_components(reconciliation_date:, existing_valuation_en...
method get_balance_components_for_date (line 81) | def get_balance_components_for_date(date)
FILE: app/models/account/sync_complete_event.rb
class Account::SyncCompleteEvent (line 1) | class Account::SyncCompleteEvent
method initialize (line 6) | def initialize(account)
method broadcast (line 10) | def broadcast
method sidebar_targets (line 43) | def sidebar_targets
method account_group (line 54) | def account_group
method family_balance_sheet (line 60) | def family_balance_sheet
FILE: app/models/account/syncer.rb
class Account::Syncer (line 1) | class Account::Syncer
method initialize (line 4) | def initialize(account)
method perform_sync (line 8) | def perform_sync(sync)
method perform_post_sync (line 14) | def perform_post_sync
method materialize_balances (line 19) | def materialize_balances
method import_market_data (line 31) | def import_market_data
FILE: app/models/account_import.rb
class AccountImport (line 1) | class AccountImport < Import
method import! (line 4) | def import!
method mapping_steps (line 31) | def mapping_steps
method required_column_keys (line 35) | def required_column_keys
method column_keys (line 39) | def column_keys
method dry_run (line 43) | def dry_run
method csv_template (line 49) | def csv_template
method max_row_count (line 60) | def max_row_count
FILE: app/models/address.rb
class Address (line 1) | class Address < ApplicationRecord
method to_s (line 4) | def to_s
FILE: app/models/api_key.rb
class ApiKey (line 1) | class ApiKey < ApplicationRecord
method find_by_value (line 25) | def self.find_by_value(plain_key)
method generate_secure_key (line 34) | def self.generate_secure_key
method active? (line 39) | def active?
method revoked? (line 43) | def revoked?
method expired? (line 47) | def expired?
method key_matches? (line 51) | def key_matches?(plain_key)
method revoke! (line 55) | def revoke!
method update_last_used! (line 59) | def update_last_used!
method plain_key (line 64) | def plain_key
method set_display_key (line 73) | def set_display_key
method scopes_not_empty (line 79) | def scopes_not_empty
method one_active_key_per_user_per_source (line 89) | def one_active_key_per_user_per_source
FILE: app/models/application_record.rb
class ApplicationRecord (line 1) | class ApplicationRecord < ActiveRecord::Base
FILE: app/models/assistant.rb
class Assistant (line 1) | class Assistant
method for_chat (line 7) | def for_chat(chat)
method initialize (line 13) | def initialize(chat, instructions: nil, functions: [])
method respond_to (line 19) | def respond_to(message)
method function_tool_caller (line 68) | def function_tool_caller
FILE: app/models/assistant/broadcastable.rb
type Assistant::Broadcastable (line 1) | module Assistant::Broadcastable
function update_thinking (line 5) | def update_thinking(thought)
function stop_thinking (line 9) | def stop_thinking
FILE: app/models/assistant/configurable.rb
type Assistant::Configurable (line 1) | module Assistant::Configurable
function config_for (line 5) | def config_for(chat)
function default_functions (line 16) | def default_functions
function default_instructions (line 25) | def default_instructions(preferred_currency, preferred_date_format)
FILE: app/models/assistant/function.rb
class Assistant::Function (line 1) | class Assistant::Function
method name (line 3) | def name
method description (line 7) | def description
method initialize (line 12) | def initialize(user)
method call (line 16) | def call(params = {})
method name (line 20) | def name
method description (line 24) | def description
method params_schema (line 28) | def params_schema
method strict_mode? (line 33) | def strict_mode?
method to_definition (line 37) | def to_definition
method build_schema (line 49) | def build_schema(properties: {}, required: [])
method family_account_names (line 58) | def family_account_names
method family_category_names (line 62) | def family_category_names
method family_merchant_names (line 70) | def family_merchant_names
method family_tag_names (line 74) | def family_tag_names
method family (line 78) | def family
method to_ai_time_series (line 84) | def to_ai_time_series(series)
FILE: app/models/assistant/function/get_accounts.rb
class Assistant::Function::GetAccounts (line 1) | class Assistant::Function::GetAccounts < Assistant::Function
method name (line 3) | def name
method description (line 7) | def description
method call (line 12) | def call(params = {})
method historical_balances (line 33) | def historical_balances(account)
FILE: app/models/assistant/function/get_balance_sheet.rb
class Assistant::Function::GetBalanceSheet (line 1) | class Assistant::Function::GetBalanceSheet < Assistant::Function
method name (line 5) | def name
method description (line 9) | def description
method call (line 20) | def call(params = {})
method historical_data (line 46) | def historical_data(period, classification: nil)
method insights_data (line 67) | def insights_data
FILE: app/models/assistant/function/get_income_statement.rb
class Assistant::Function::GetIncomeStatement (line 1) | class Assistant::Function::GetIncomeStatement < Assistant::Function
method name (line 5) | def name
method description (line 9) | def description
method call (line 30) | def call(params = {})
method params_schema (line 53) | def params_schema
method format_money (line 70) | def format_money(value)
method calculate_savings_rate (line 74) | def calculate_savings_rate(total_income, total_expenses)
method to_ai_category_totals (line 81) | def to_ai_category_totals(category_totals)
method get_insights (line 110) | def get_insights(income_data, expense_data)
FILE: app/models/assistant/function/get_transactions.rb
class Assistant::Function::GetTransactions (line 1) | class Assistant::Function::GetTransactions < Assistant::Function
method default_page_size (line 5) | def default_page_size
method name (line 9) | def name
method description (line 13) | def description
method strict_mode? (line 65) | def strict_mode?
method params_schema (line 69) | def params_schema
method call (line 134) | def call(params = {})
method default_page_size (line 183) | def default_page_size
FILE: app/models/assistant/function_tool_caller.rb
class Assistant::FunctionToolCaller (line 1) | class Assistant::FunctionToolCaller
method initialize (line 7) | def initialize(functions = [])
method fulfill_requests (line 11) | def fulfill_requests(function_requests)
method function_definitions (line 19) | def function_definitions
method execute (line 24) | def execute(function_request)
method find_function (line 34) | def find_function(function_request)
FILE: app/models/assistant/provided.rb
type Assistant::Provided (line 1) | module Assistant::Provided
function get_model_provider (line 4) | def get_model_provider(ai_model)
function registry (line 9) | def registry
FILE: app/models/assistant/responder.rb
class Assistant::Responder (line 1) | class Assistant::Responder
method initialize (line 2) | def initialize(message:, instructions:, function_tool_caller:, llm:)
method on (line 9) | def on(event_name, &block)
method respond (line 13) | def respond(previous_response_id: nil)
method handle_follow_up_response (line 36) | def handle_follow_up_response(response)
method get_llm_response (line 62) | def get_llm_response(streamer:, function_results: [], previous_respons...
method emit (line 80) | def emit(event_name, payload = nil)
method listeners (line 84) | def listeners
FILE: app/models/assistant_message.rb
class AssistantMessage (line 1) | class AssistantMessage < Message
method role (line 4) | def role
method append_text! (line 8) | def append_text!(text)
FILE: app/models/balance.rb
class Balance (line 1) | class Balance < ApplicationRecord
method balance_trend (line 18) | def balance_trend
method favorable_direction (line 28) | def favorable_direction
FILE: app/models/balance/base_calculator.rb
class Balance::BaseCalculator (line 1) | class Balance::BaseCalculator
method initialize (line 4) | def initialize(account)
method calculate (line 8) | def calculate
method sync_cache (line 13) | def sync_cache
method holdings_value_for_date (line 17) | def holdings_value_for_date(date)
method derive_cash_balance_on_date_from_total (line 22) | def derive_cash_balance_on_date_from_total(total_balance:, date:)
method cash_adjustments_for_date (line 32) | def cash_adjustments_for_date(start_cash, end_cash, net_cash_flows)
method non_cash_adjustments_for_date (line 38) | def non_cash_adjustments_for_date(start_non_cash, end_non_cash, non_ca...
method market_value_change_on_date (line 47) | def market_value_change_on_date(date, flows)
method flows_for_date (line 59) | def flows_for_date(date)
method derive_cash_balance (line 93) | def derive_cash_balance(cash_balance, date)
method derive_non_cash_balance (line 103) | def derive_non_cash_balance(non_cash_balance, date, direction: :forward)
method signed_entry_flows (line 117) | def signed_entry_flows(entries)
method build_balance (line 121) | def build_balance(date:, **args)
FILE: app/models/balance/chart_series_builder.rb
class Balance::ChartSeriesBuilder (line 1) | class Balance::ChartSeriesBuilder
method initialize (line 2) | def initialize(account_ids:, currency:, period: Period.last_30_days, i...
method balance_series (line 10) | def balance_series
method cash_balance_series (line 17) | def cash_balance_series
method holdings_balance_series (line 24) | def holdings_balance_series
method interval (line 34) | def interval
method build_series_for (line 38) | def build_series_for(column)
method query_data (line 68) | def query_data
method sign_multiplier (line 89) | def sign_multiplier
method query (line 93) | def query
FILE: app/models/balance/forward_calculator.rb
class Balance::ForwardCalculator (line 1) | class Balance::ForwardCalculator < Balance::BaseCalculator
method calculate (line 2) | def calculate
method calc_start_date (line 55) | def calc_start_date
method calc_end_date (line 59) | def calc_end_date
method signed_entry_flows (line 67) | def signed_entry_flows(entries)
method derive_end_cash_balance (line 73) | def derive_end_cash_balance(start_cash_balance:, date:)
method derive_end_non_cash_balance (line 78) | def derive_end_non_cash_balance(start_non_cash_balance:, date:)
method flows_factor (line 82) | def flows_factor
FILE: app/models/balance/materializer.rb
class Balance::Materializer (line 1) | class Balance::Materializer
method initialize (line 4) | def initialize(account, strategy:)
method materialize_balances (line 9) | def materialize_balances
method materialize_holdings (line 26) | def materialize_holdings
method update_account_info (line 30) | def update_account_info
method calculate_balances (line 54) | def calculate_balances
method persist_balances (line 58) | def persist_balances
method purge_stale_balances (line 74) | def purge_stale_balances
method calculator (line 82) | def calculator
FILE: app/models/balance/reverse_calculator.rb
class Balance::ReverseCalculator (line 1) | class Balance::ReverseCalculator < Balance::BaseCalculator
method calculate (line 2) | def calculate
method signed_entry_flows (line 59) | def signed_entry_flows(entries)
method derive_start_cash_balance (line 66) | def derive_start_cash_balance(end_cash_balance:, date:)
method derive_start_non_cash_balance (line 72) | def derive_start_non_cash_balance(end_non_cash_balance:, date:)
method use_opening_anchor_for_date? (line 79) | def use_opening_anchor_for_date?(date)
FILE: app/models/balance/sync_cache.rb
class Balance::SyncCache (line 1) | class Balance::SyncCache
method initialize (line 2) | def initialize(account)
method get_valuation (line 6) | def get_valuation(date)
method get_holdings (line 10) | def get_holdings(date)
method get_entries (line 14) | def get_entries(date)
method converted_entries (line 21) | def converted_entries
method converted_holdings (line 34) | def converted_holdings
FILE: app/models/balance_sheet.rb
class BalanceSheet (line 1) | class BalanceSheet
method initialize (line 8) | def initialize(family)
method assets (line 12) | def assets
method liabilities (line 20) | def liabilities
method classification_groups (line 28) | def classification_groups
method account_groups (line 32) | def account_groups
method net_worth (line 36) | def net_worth
method net_worth_series (line 40) | def net_worth_series(period: Period.last_30_days)
method currency (line 44) | def currency
method syncing? (line 48) | def syncing?
method sync_status_monitor (line 53) | def sync_status_monitor
method account_totals (line 57) | def account_totals
method net_worth_series_builder (line 61) | def net_worth_series_builder
FILE: app/models/balance_sheet/account_group.rb
class BalanceSheet::AccountGroup (line 1) | class BalanceSheet::AccountGroup
method initialize (line 8) | def initialize(name:, color:, accountable_type:, accounts:, classifica...
method dom_id (line 24) | def dom_id(tab: nil, mobile: false)
method key (line 32) | def key
method total (line 36) | def total
method weight (line 40) | def weight
method syncing? (line 46) | def syncing?
method classification (line 51) | def classification
method currency (line 55) | def currency
FILE: app/models/balance_sheet/account_totals.rb
class BalanceSheet::AccountTotals (line 1) | class BalanceSheet::AccountTotals
method initialize (line 2) | def initialize(family, sync_status_monitor:)
method asset_accounts (line 7) | def asset_accounts
method liability_accounts (line 11) | def liability_accounts
method syncing? (line 19) | def syncing? = is_syncing
method to_param (line 22) | def to_param = account.to_param
method visible_accounts (line 26) | def visible_accounts
method account_rows (line 30) | def account_rows
method cache_key (line 40) | def cache_key
method query (line 47) | def query
FILE: app/models/balance_sheet/classification_group.rb
class BalanceSheet::ClassificationGroup (line 1) | class BalanceSheet::ClassificationGroup
method initialize (line 8) | def initialize(classification:, currency:, accounts:)
method name (line 15) | def name
method icon (line 19) | def icon
method total (line 23) | def total
method syncing? (line 27) | def syncing?
method account_groups (line 32) | def account_groups
method normalize_classification! (line 57) | def normalize_classification!(classification)
FILE: app/models/balance_sheet/net_worth_series_builder.rb
class BalanceSheet::NetWorthSeriesBuilder (line 1) | class BalanceSheet::NetWorthSeriesBuilder
method initialize (line 2) | def initialize(family)
method net_worth_series (line 6) | def net_worth_series(period: Period.last_30_days)
method visible_account_ids (line 22) | def visible_account_ids
method cache_key (line 26) | def cache_key(period)
FILE: app/models/balance_sheet/sync_status_monitor.rb
class BalanceSheet::SyncStatusMonitor (line 1) | class BalanceSheet::SyncStatusMonitor
method initialize (line 2) | def initialize(family)
method syncing? (line 6) | def syncing?
method account_syncing? (line 10) | def account_syncing?(account)
method syncing_account_ids (line 17) | def syncing_account_ids
method cache_key (line 28) | def cache_key
FILE: app/models/budget.rb
class Budget (line 1) | class Budget < ApplicationRecord
method date_to_param (line 18) | def date_to_param(date)
method param_to_date (line 22) | def param_to_date(param)
method budget_date_valid? (line 26) | def budget_date_valid?(date, family:)
method find_or_bootstrap (line 32) | def find_or_bootstrap(family, start_date:)
method oldest_valid_budget_date (line 51) | def oldest_valid_budget_date(family)
method period (line 59) | def period
method to_param (line 63) | def to_param
method sync_budget_categories (line 67) | def sync_budget_categories
method uncategorized_budget_category (line 86) | def uncategorized_budget_category
method transactions (line 93) | def transactions
method name (line 97) | def name
method initialized? (line 101) | def initialized?
method income_category_totals (line 105) | def income_category_totals
method expense_category_totals (line 109) | def expense_category_totals
method current? (line 113) | def current?
method previous_budget_param (line 117) | def previous_budget_param
method next_budget_param (line 124) | def next_budget_param
method to_donut_segments_json (line 133) | def to_donut_segments_json
method estimated_spending (line 153) | def estimated_spending
method actual_spending (line 157) | def actual_spending
method budget_category_actual_spending (line 161) | def budget_category_actual_spending(budget_category)
method category_median_monthly_expense (line 165) | def category_median_monthly_expense(category)
method category_avg_monthly_expense (line 169) | def category_avg_monthly_expense(category)
method available_to_spend (line 173) | def available_to_spend
method percent_of_budget_spent (line 177) | def percent_of_budget_spent
method overage_percent (line 183) | def overage_percent
method allocated_spending (line 192) | def allocated_spending
method allocated_percent (line 196) | def allocated_percent
method available_to_allocate (line 202) | def available_to_allocate
method allocations_valid? (line 206) | def allocations_valid?
method estimated_income (line 213) | def estimated_income
method actual_income (line 217) | def actual_income
method actual_income_percent (line 221) | def actual_income_percent
method remaining_expected_income (line 227) | def remaining_expected_income
method surplus_percent (line 231) | def surplus_percent
method income_statement (line 238) | def income_statement
method expense_totals (line 242) | def expense_totals
method income_totals (line 246) | def income_totals
FILE: app/models/budget_category.rb
class BudgetCategory (line 1) | class BudgetCategory < ApplicationRecord
class Group (line 11) | class Group
method for (line 17) | def self.for(budget_categories)
method initialize (line 25) | def initialize(budget_category, budget_subcategories = [])
method uncategorized (line 32) | def uncategorized
method initialized? (line 40) | def initialized?
method category (line 44) | def category
method name (line 48) | def name
method actual_spending (line 52) | def actual_spending
method avg_monthly_expense (line 56) | def avg_monthly_expense
method median_monthly_expense (line 60) | def median_monthly_expense
method subcategory? (line 64) | def subcategory?
method available_to_spend (line 68) | def available_to_spend
method percent_of_budget_spent (line 72) | def percent_of_budget_spent
method to_donut_segments_json (line 78) | def to_donut_segments_json
method siblings (line 95) | def siblings
method max_allocation (line 99) | def max_allocation
method subcategories (line 108) | def subcategories
method subcategory? (line 116) | def subcategory?
FILE: app/models/category.rb
class Category (line 1) | class Category < ApplicationRecord
class Group (line 31) | class Group
method for (line 36) | def self.for(categories)
method initialize (line 42) | def initialize(category, subcategories = nil)
method icon_codes (line 49) | def icon_codes
method bootstrap! (line 53) | def bootstrap!
method uncategorized (line 63) | def uncategorized
method default_categories (line 72) | def default_categories
method inherit_color_from_parent (line 92) | def inherit_color_from_parent
method replace_and_destroy! (line 98) | def replace_and_destroy!(replacement)
method parent? (line 105) | def parent?
method subcategory? (line 109) | def subcategory?
method category_level_limit (line 114) | def category_level_limit
method nested_category_matches_parent_classification (line 120) | def nested_category_matches_parent_classification
method monetizable_currency (line 126) | def monetizable_currency
FILE: app/models/chat.rb
class Chat (line 1) | class Chat < ApplicationRecord
method start! (line 14) | def start!(prompt, model:)
method generate_title (line 21) | def generate_title(prompt)
method needs_assistant_response? (line 26) | def needs_assistant_response?
method retry_last_message! (line 30) | def retry_last_message!
method update_latest_response! (line 41) | def update_latest_response!(provider_response_id)
method add_error (line 45) | def add_error(e)
method clear_error (line 50) | def clear_error
method assistant (line 55) | def assistant
method ask_assistant_later (line 59) | def ask_assistant_later(message)
method ask_assistant (line 64) | def ask_assistant(message)
method conversation_messages (line 68) | def conversation_messages
FILE: app/models/chat/debuggable.rb
type Chat::Debuggable (line 1) | module Chat::Debuggable
function debug_mode? (line 4) | def debug_mode?
FILE: app/models/concerns/accountable.rb
type Accountable (line 1) | module Accountable
function from_type (line 9) | def self.from_type(type)
function classification (line 21) | def classification
function icon (line 25) | def icon
function color (line 29) | def color
function subtype_label_for (line 34) | def subtype_label_for(subtype, format: :short)
function short_subtype_label_for (line 42) | def short_subtype_label_for(subtype)
function long_subtype_label_for (line 47) | def long_subtype_label_for(subtype)
function favorable_direction (line 51) | def favorable_direction
function display_name (line 55) | def display_name
function balance_money (line 59) | def balance_money(family)
function display_name (line 71) | def display_name
function balance_display_name (line 75) | def balance_display_name
function opening_balance_display_name (line 79) | def opening_balance_display_name
function icon (line 83) | def icon
function color (line 87) | def color
function classification (line 91) | def classification
FILE: app/models/concerns/enrichable.rb
type Enrichable (line 12) | module Enrichable
function enrich_attribute (line 26) | def enrich_attribute(attr, value, source:, metadata: {})
function enrich_attributes (line 34) | def enrich_attributes(attrs, source:, metadata: {})
function locked? (line 53) | def locked?(attr)
function enrichable? (line 57) | def enrichable?(attr)
function lock_attr! (line 61) | def lock_attr!(attr)
function unlock_attr! (line 65) | def unlock_attr!(attr)
function lock_saved_attributes! (line 69) | def lock_saved_attributes!
function log_enrichment (line 76) | def log_enrichment(attribute_name:, attribute_value:, source:, metadat...
function ignored_enrichable_attributes (line 88) | def ignored_enrichable_attributes
FILE: app/models/concerns/monetizable.rb
type Monetizable (line 1) | module Monetizable
function monetize (line 5) | def monetize(*fields)
function monetizable_currency (line 19) | def monetizable_currency
FILE: app/models/concerns/syncable.rb
type Syncable (line 1) | module Syncable
function syncing? (line 8) | def syncing?
function sync_later (line 14) | def sync_later(parent_sync: nil, window_start_date: nil, window_end_da...
function perform_sync (line 37) | def perform_sync(sync)
function perform_post_sync (line 41) | def perform_post_sync
function broadcast_sync_complete (line 45) | def broadcast_sync_complete
function sync_error (line 49) | def sync_error
function last_synced_at (line 53) | def last_synced_at
function last_sync_created_at (line 57) | def last_sync_created_at
function latest_sync (line 62) | def latest_sync
function syncer (line 66) | def syncer
function sync_broadcaster (line 70) | def sync_broadcaster
FILE: app/models/credit_card.rb
class CreditCard (line 1) | class CreditCard < ApplicationRecord
method color (line 9) | def color
method icon (line 13) | def icon
method classification (line 17) | def classification
method available_credit_money (line 22) | def available_credit_money
method minimum_payment_money (line 26) | def minimum_payment_money
method annual_fee_money (line 30) | def annual_fee_money
FILE: app/models/crypto.rb
class Crypto (line 1) | class Crypto < ApplicationRecord
method color (line 5) | def color
method classification (line 9) | def classification
method icon (line 13) | def icon
method display_name (line 17) | def display_name
FILE: app/models/current.rb
class Current (line 1) | class Current < ActiveSupport::CurrentAttributes
method user (line 8) | def user
method impersonated_user (line 12) | def impersonated_user
method true_user (line 16) | def true_user
FILE: app/models/data_enrichment.rb
class DataEnrichment (line 1) | class DataEnrichment < ApplicationRecord
FILE: app/models/demo/data_cleaner.rb
class Demo::DataCleaner (line 2) | class Demo::DataCleaner
method initialize (line 5) | def initialize
method destroy_everything! (line 10) | def destroy_everything!
method ensure_safe_environment! (line 23) | def ensure_safe_environment!
FILE: app/models/demo/generator.rb
class Demo::Generator (line 1) | class Demo::Generator
method initialize (line 11) | def initialize(seed: ENV.fetch("DEMO_DATA_SEED", nil))
method generate_empty_data! (line 33) | def generate_empty_data!(skip_clear: false)
method generate_new_user_data! (line 48) | def generate_new_user_data!(skip_clear: false)
method generate_default_data! (line 63) | def generate_default_data!(skip_clear: false, email: "user@maybe.local")
method with_timing (line 92) | def with_timing(label, max_seconds: nil)
method rand (line 107) | def rand(*args)
method clear_all_data! (line 113) | def clear_all_data!
method create_family_and_users! (line 121) | def create_family_and_users!(family_name, email, onboarded:, subscribed:)
method create_realistic_categories! (line 156) | def create_realistic_categories!(family)
method create_realistic_accounts! (line 190) | def create_realistic_accounts!(family)
method create_realistic_transactions! (line 233) | def create_realistic_transactions!(family)
method generate_budget_auto_fill! (line 294) | def generate_budget_auto_fill!(family)
method weighted_random_date (line 330) | def weighted_random_date
method random_checking_account (line 336) | def random_checking_account
method generate_salary_history! (line 343) | def generate_salary_history!
method generate_housing_transactions! (line 393) | def generate_housing_transactions!
method generate_food_transactions! (line 425) | def generate_food_transactions!
method generate_transportation_transactions! (line 451) | def generate_transportation_transactions!
method generate_entertainment_transactions! (line 470) | def generate_entertainment_transactions!
method generate_shopping_transactions! (line 496) | def generate_shopping_transactions!
method generate_healthcare_transactions! (line 514) | def generate_healthcare_transactions!
method generate_travel_transactions! (line 532) | def generate_travel_transactions!
method generate_personal_care_transactions! (line 557) | def generate_personal_care_transactions!
method generate_investment_transactions! (line 573) | def generate_investment_transactions!
method generate_401k_trades! (line 583) | def generate_401k_trades!(security)
method generate_brokerage_trades! (line 596) | def generate_brokerage_trades!(security)
method generate_roth_trades! (line 608) | def generate_roth_trades!(security)
method generate_uk_isa_trades! (line 621) | def generate_uk_isa_trades!(security)
method collect_payroll_dates (line 633) | def collect_payroll_dates
method create_trade_for (line 644) | def create_trade_for(account, security, investment_amount, date, memo,...
method generate_major_purchases! (line 650) | def generate_major_purchases!
method generate_transfers_and_payments! (line 675) | def generate_transfers_and_payments!
method generate_additional_savings_transfers! (line 684) | def generate_additional_savings_transfers!
method generate_monthly_ally_transfers! (line 724) | def generate_monthly_ally_transfers!
method generate_quarterly_fx_transfers! (line 734) | def generate_quarterly_fx_transfers!
method first_business_day (line 744) | def first_business_day(date)
method generate_credit_card_cycles! (line 750) | def generate_credit_card_cycles!
method generate_credit_card_charges (line 829) | def generate_credit_card_charges(account, base_date, count)
method random_expense_category (line 852) | def random_expense_category
method create_transaction! (line 856) | def create_transaction!(account, amount, name, category, date)
method create_investment_transaction! (line 869) | def create_investment_transaction!(account, security, qty, price, date...
method create_transfer! (line 879) | def create_transfer!(from_account, to_account, amount, name, date)
method load_securities! (line 897) | def load_securities!
method sync_family_accounts! (line 907) | def sync_family_accounts!(family)
method pick (line 924) | def pick(array)
method jitter (line 934) | def jitter(num, pct = 0.03)
method generate_loan_payments! (line 942) | def generate_loan_payments!
method make_loan_payment! (line 981) | def make_loan_payment!(principal_account:, principal_amount:, interest...
method generate_regular_expenses! (line 990) | def generate_regular_expenses!
method generate_micro_transactions! (line 1013) | def generate_micro_transactions!
method generate_legacy_transactions! (line 1097) | def generate_legacy_transactions!
method generate_crypto_and_misc_assets! (line 1162) | def generate_crypto_and_misc_assets!
method reconcile_balances! (line 1171) | def reconcile_balances!(family)
FILE: app/models/depository.rb
class Depository (line 1) | class Depository < ApplicationRecord
method display_name (line 13) | def display_name
method color (line 17) | def color
method classification (line 21) | def classification
method icon (line 25) | def icon
FILE: app/models/developer_message.rb
class DeveloperMessage (line 1) | class DeveloperMessage < Message
method role (line 2) | def role
method broadcast? (line 7) | def broadcast?
FILE: app/models/entry.rb
class Entry (line 1) | class Entry < ApplicationRecord
method classification (line 37) | def classification
method lock_saved_attributes! (line 41) | def lock_saved_attributes!
method sync_account_later (line 46) | def sync_account_later
method entryable_name_short (line 51) | def entryable_name_short
method balance_trend (line 55) | def balance_trend(entries, balances)
method linked? (line 59) | def linked?
method search (line 64) | def search(params)
method min_supported_date (line 69) | def min_supported_date
method bulk_update! (line 73) | def bulk_update!(bulk_update_params)
FILE: app/models/entry_search.rb
class EntrySearch (line 1) | class EntrySearch
method apply_search_filter (line 15) | def apply_search_filter(scope, search)
method apply_date_filters (line 25) | def apply_date_filters(scope, start_date, end_date)
method apply_amount_filter (line 34) | def apply_amount_filter(scope, amount, amount_operator)
method apply_accounts_filter (line 51) | def apply_accounts_filter(scope, accounts, account_ids)
method build_query (line 61) | def build_query(scope)
FILE: app/models/entryable.rb
type Entryable (line 1) | module Entryable
function from_type (line 6) | def self.from_type(entryable_type)
FILE: app/models/exchange_rate.rb
class ExchangeRate (line 1) | class ExchangeRate < ApplicationRecord
FILE: app/models/exchange_rate/importer.rb
class ExchangeRate::Importer (line 1) | class ExchangeRate::Importer
method initialize (line 5) | def initialize(exchange_rate_provider:, from:, to:, start_date:, end_d...
method import_provider_rates (line 15) | def import_provider_rates
method upsert_rows (line 66) | def upsert_rows(rows)
method start_rate_value (line 85) | def start_rate_value
method effective_start_date (line 92) | def effective_start_date
method provider_rates (line 107) | def provider_rates
method all_rates_exist? (line 130) | def all_rates_exist?
method expected_count (line 134) | def expected_count
method db_count (line 138) | def db_count
method db_rates (line 142) | def db_rates
method normalize_end_date (line 152) | def normalize_end_date(requested_end_date)
FILE: app/models/exchange_rate/provided.rb
type ExchangeRate::Provided (line 1) | module ExchangeRate::Provided
function provider (line 5) | def provider
function find_or_fetch_rate (line 10) | def find_or_fetch_rate(from:, to:, date: Date.current, cache: true)
function import_provider_rates (line 31) | def import_provider_rates(from:, to:, start_date:, end_date:, clear_ca...
FILE: app/models/family.rb
class Family (line 1) | class Family < ApplicationRecord
method assigned_merchants (line 39) | def assigned_merchants
method auto_categorize_transactions_later (line 44) | def auto_categorize_transactions_later(transactions)
method auto_categorize_transactions (line 48) | def auto_categorize_transactions(transaction_ids)
method auto_detect_transaction_merchants_later (line 52) | def auto_detect_transaction_merchants_later(transactions)
method auto_detect_transaction_merchants (line 56) | def auto_detect_transaction_merchants(transaction_ids)
method balance_sheet (line 60) | def balance_sheet
method income_statement (line 64) | def income_statement
method eu? (line 68) | def eu?
method requires_data_provider? (line 72) | def requires_data_provider?
method missing_data_provider? (line 87) | def missing_data_provider?
method oldest_entry_date (line 91) | def oldest_entry_date
method build_cache_key (line 96) | def build_cache_key(key, invalidate_on_data_updates: false)
method entries_cache_version (line 110) | def entries_cache_version
method self_hoster? (line 117) | def self_hoster?
FILE: app/models/family/auto_categorizer.rb
class Family::AutoCategorizer (line 1) | class Family::AutoCategorizer
method initialize (line 4) | def initialize(family, transaction_ids: [])
method auto_categorize (line 9) | def auto_categorize
method llm_provider (line 50) | def llm_provider
method user_categories_input (line 54) | def user_categories_input
method transactions_input (line 66) | def transactions_input
method scope (line 78) | def scope
FILE: app/models/family/auto_merchant_detector.rb
class Family::AutoMerchantDetector (line 1) | class Family::AutoMerchantDetector
method initialize (line 4) | def initialize(family, transaction_ids: [])
method auto_detect (line 9) | def auto_detect
method llm_provider (line 64) | def llm_provider
method default_logo_provider_url (line 68) | def default_logo_provider_url
method user_merchants_input (line 72) | def user_merchants_input
method transactions_input (line 81) | def transactions_input
method scope (line 93) | def scope
FILE: app/models/family/auto_transfer_matchable.rb
type Family::AutoTransferMatchable (line 1) | module Family::AutoTransferMatchable
function transfer_match_candidates (line 2) | def transfer_match_candidates
function auto_match_transfers! (line 49) | def auto_match_transfers!
FILE: app/models/family/data_exporter.rb
class Family::DataExporter (line 4) | class Family::DataExporter
method initialize (line 5) | def initialize(family)
method generate_export (line 9) | def generate_export
method generate_accounts_csv (line 40) | def generate_accounts_csv
method generate_transactions_csv (line 59) | def generate_transactions_csv
method generate_trades_csv (line 81) | def generate_trades_csv
method generate_categories_csv (line 102) | def generate_categories_csv
method generate_ndjson (line 118) | def generate_ndjson
FILE: app/models/family/plaid_connectable.rb
type Family::PlaidConnectable (line 1) | module Family::PlaidConnectable
function can_connect_plaid_us? (line 8) | def can_connect_plaid_us?
function can_connect_plaid_eu? (line 13) | def can_connect_plaid_eu?
function create_plaid_item! (line 17) | def create_plaid_item!(public_token:, item_name:, region:)
function get_link_token (line 32) | def get_link_token(webhooks_url:, redirect_url:, accountable_type: nil...
function plaid (line 45) | def plaid(region)
FILE: app/models/family/subscribeable.rb
type Family::Subscribeable (line 1) | module Family::Subscribeable
function billing_email (line 8) | def billing_email
function upgrade_required? (line 18) | def upgrade_required?
function can_start_trial? (line 25) | def can_start_trial?
function start_trial_subscription! (line 29) | def start_trial_subscription!
function trialing? (line 36) | def trialing?
function has_active_subscription? (line 40) | def has_active_subscription?
function needs_subscription? (line 44) | def needs_subscription?
function next_billing_date (line 48) | def next_billing_date
function start_subscription! (line 52) | def start_subscription!(stripe_subscription_id)
function days_left_in_trial (line 60) | def days_left_in_trial
function percentage_of_trial_remaining (line 65) | def percentage_of_trial_remaining
function percentage_of_trial_completed (line 70) | def percentage_of_trial_completed
function sync_trial_status! (line 75) | def sync_trial_status!
FILE: app/models/family/sync_complete_event.rb
class Family::SyncCompleteEvent (line 1) | class Family::SyncCompleteEvent
method initialize (line 4) | def initialize(family)
method broadcast (line 8) | def broadcast
FILE: app/models/family/syncer.rb
class Family::Syncer (line 1) | class Family::Syncer
method initialize (line 4) | def initialize(family)
method perform_sync (line 8) | def perform_sync(sync)
method perform_post_sync (line 23) | def perform_post_sync
method child_syncables (line 28) | def child_syncables
FILE: app/models/family_export.rb
class FamilyExport (line 1) | class FamilyExport < ApplicationRecord
method filename (line 15) | def filename
method downloadable? (line 19) | def downloadable?
FILE: app/models/family_merchant.rb
class FamilyMerchant (line 1) | class FamilyMerchant < Merchant
method set_default_color (line 12) | def set_default_color
FILE: app/models/holding.rb
class Holding (line 1) | class Holding < ApplicationRecord
method name (line 17) | def name
method weight (line 21) | def weight
method avg_cost (line 29) | def avg_cost
method trend (line 46) | def trend
method trades (line 50) | def trades
method destroy_holding_and_entries! (line 54) | def destroy_holding_and_entries!
method calculate_trend (line 64) | def calculate_trend
FILE: app/models/holding/forward_calculator.rb
class Holding::ForwardCalculator (line 1) | class Holding::ForwardCalculator
method initialize (line 4) | def initialize(account)
method calculate (line 8) | def calculate
method portfolio_cache (line 26) | def portfolio_cache
method empty_portfolio (line 30) | def empty_portfolio
method generate_starting_portfolio (line 35) | def generate_starting_portfolio
method transform_portfolio (line 39) | def transform_portfolio(previous_portfolio, trade_entries, direction: ...
method build_holdings (line 53) | def build_holdings(portfolio, date, price_source: nil)
FILE: app/models/holding/gapfillable.rb
type Holding::Gapfillable (line 1) | module Holding::Gapfillable
function gapfill (line 5) | def gapfill(holdings)
FILE: app/models/holding/materializer.rb
class Holding::Materializer (line 3) | class Holding::Materializer
method initialize (line 4) | def initialize(account, strategy:)
method materialize_holdings (line 9) | def materialize_holdings
method calculate_holdings (line 25) | def calculate_holdings
method persist_holdings (line 29) | def persist_holdings
method purge_stale_holdings (line 40) | def purge_stale_holdings
method calculator (line 53) | def calculator
FILE: app/models/holding/portfolio_cache.rb
class Holding::PortfolioCache (line 1) | class Holding::PortfolioCache
class SecurityNotFound (line 4) | class SecurityNotFound < StandardError
method initialize (line 5) | def initialize(security_id, account_id)
method initialize (line 10) | def initialize(account, use_holdings: false)
method get_trades (line 16) | def get_trades(date: nil)
method get_price (line 24) | def get_price(security_id, date, source: nil)
method get_securities (line 48) | def get_securities
method trades (line 55) | def trades
method holdings (line 59) | def holdings
method collect_unique_securities (line 63) | def collect_unique_securities
method load_prices (line 77) | def load_prices
FILE: app/models/holding/portfolio_snapshot.rb
class Holding::PortfolioSnapshot (line 3) | class Holding::PortfolioSnapshot
method initialize (line 6) | def initialize(account)
method to_h (line 12) | def to_h
method build_portfolio (line 17) | def build_portfolio
FILE: app/models/holding/reverse_calculator.rb
class Holding::ReverseCalculator (line 1) | class Holding::ReverseCalculator
method initialize (line 4) | def initialize(account, portfolio_snapshot:)
method calculate (line 9) | def calculate
method portfolio_cache (line 20) | def portfolio_cache
method calculate_holdings (line 24) | def calculate_holdings
method transform_portfolio (line 43) | def transform_portfolio(previous_portfolio, trade_entries, direction: ...
method build_holdings (line 57) | def build_holdings(portfolio, date, price_source: nil)
FILE: app/models/impersonation_session.rb
class ImpersonationSession (line 1) | class ImpersonationSession < ApplicationRecord
method approve! (line 15) | def approve!
method reject! (line 19) | def reject!
method complete! (line 23) | def complete!
method impersonator_is_super_admin (line 28) | def impersonator_is_super_admin
method impersonated_is_not_super_admin (line 32) | def impersonated_is_not_super_admin
method impersonator_different_from_impersonated (line 36) | def impersonator_different_from_impersonated
FILE: app/models/impersonation_session_log.rb
class ImpersonationSessionLog (line 1) | class ImpersonationSessionLog < ApplicationRecord
FILE: app/models/import.rb
class Import (line 1) | class Import < ApplicationRecord
method parse_csv_str (line 45) | def parse_csv_str(csv_str, col_sep: ",")
method publish_later (line 56) | def publish_later
method publish (line 65) | def publish
method revert_later (line 77) | def revert_later
method revert (line 85) | def revert
method csv_rows (line 98) | def csv_rows
method csv_headers (line 102) | def csv_headers
method csv_sample (line 106) | def csv_sample
method dry_run (line 110) | def dry_run
method required_column_keys (line 124) | def required_column_keys
method column_keys (line 128) | def column_keys
method generate_rows_from_csv (line 132) | def generate_rows_from_csv
method sync_mappings (line 156) | def sync_mappings
method mapping_steps (line 174) | def mapping_steps
method uploaded? (line 178) | def uploaded?
method configured? (line 182) | def configured?
method cleaned? (line 186) | def cleaned?
method publishable? (line 190) | def publishable?
method revertable? (line 194) | def revertable?
method has_unassigned_account? (line 198) | def has_unassigned_account?
method requires_account? (line 202) | def requires_account?
method suggested_template (line 207) | def suggested_template
method apply_template! (line 215) | def apply_template!(import_template)
method max_row_count (line 228) | def max_row_count
method row_count_exceeded? (line 233) | def row_count_exceeded?
method import! (line 237) | def import!
method default_row_name (line 241) | def default_row_name
method default_currency (line 245) | def default_currency
method parsed_csv (line 249) | def parsed_csv
method sanitize_number (line 253) | def sanitize_number(value)
method set_default_number_format (line 287) | def set_default_number_format
FILE: app/models/import/account_mapping.rb
class Import::AccountMapping (line 1) | class Import::AccountMapping < Import::Mapping
method mappables_by_key (line 5) | def mappables_by_key(import)
method selectable_values (line 13) | def selectable_values
method requires_selection? (line 23) | def requires_selection?
method values_count (line 27) | def values_count
method mappable_class (line 31) | def mappable_class
method create_mappable! (line 35) | def create_mappable!
method requires_mapping? (line 50) | def requires_mapping?
FILE: app/models/import/account_type_mapping.rb
class Import::AccountTypeMapping (line 1) | class Import::AccountTypeMapping < Import::Mapping
method mappables_by_key (line 5) | def mappables_by_key(import)
method selectable_values (line 10) | def selectable_values
method requires_selection? (line 14) | def requires_selection?
method values_count (line 18) | def values_count
method create_mappable! (line 22) | def create_mappable!
FILE: app/models/import/category_mapping.rb
class Import::CategoryMapping (line 1) | class Import::CategoryMapping < Import::Mapping
method mappables_by_key (line 3) | def mappables_by_key(import)
method selectable_values (line 11) | def selectable_values
method requires_selection? (line 21) | def requires_selection?
method values_count (line 25) | def values_count
method mappable_class (line 29) | def mappable_class
method create_mappable! (line 33) | def create_mappable!
FILE: app/models/import/mapping.rb
class Import::Mapping (line 1) | class Import::Mapping < ApplicationRecord
method mappable_for (line 17) | def mappable_for(key)
method mappables_by_key (line 21) | def mappables_by_key(import)
method selectable_values (line 26) | def selectable_values
method values_count (line 30) | def values_count
method mappable_class (line 34) | def mappable_class
method creatable? (line 38) | def creatable?
method create_mappable! (line 42) | def create_mappable!
FILE: app/models/import/row.rb
class Import::Row (line 1) | class Import::Row < ApplicationRecord
method tags_list (line 13) | def tags_list
method date_iso (line 21) | def date_iso
method signed_amount (line 25) | def signed_amount
method update_and_sync (line 33) | def update_and_sync(params)
method apply_trade_signage_convention (line 41) | def apply_trade_signage_convention(value)
method apply_transaction_signage_convention (line 46) | def apply_transaction_signage_convention(value)
method required_columns (line 62) | def required_columns
method date_valid (line 68) | def date_valid
method currency_is_valid (line 86) | def currency_is_valid
FILE: app/models/import/tag_mapping.rb
class Import::TagMapping (line 1) | class Import::TagMapping < Import::Mapping
method mappables_by_key (line 3) | def mappables_by_key(import)
method selectable_values (line 12) | def selectable_values
method requires_selection? (line 22) | def requires_selection?
method values_count (line 26) | def values_count
method mappable_class (line 30) | def mappable_class
method create_mappable! (line 34) | def create_mappable!
FILE: app/models/income_statement.rb
class IncomeStatement (line 1) | class IncomeStatement
method initialize (line 8) | def initialize(family)
method totals (line 12) | def totals(transactions_scope: nil)
method expense_totals (line 27) | def expense_totals(period: Period.current_month)
method income_totals (line 31) | def income_totals(period: Period.current_month)
method median_expense (line 35) | def median_expense(interval: "month", category: nil)
method avg_expense (line 43) | def avg_expense(interval: "month", category: nil)
method median_income (line 51) | def median_income(interval: "month")
method categories (line 60) | def categories
method build_period_total (line 64) | def build_period_total(classification:, period:)
method family_stats (line 101) | def family_stats(interval: "month")
method category_stats (line 108) | def category_stats(interval: "month")
method totals_query (line 115) | def totals_query(transactions_scope:)
method monetizable_currency (line 123) | def monetizable_currency
FILE: app/models/income_statement/category_stats.rb
class IncomeStatement::CategoryStats (line 1) | class IncomeStatement::CategoryStats
method initialize (line 2) | def initialize(family, interval: "month")
method call (line 7) | def call
method sanitized_query_sql (line 21) | def sanitized_query_sql
method query_sql (line 32) | def query_sql
FILE: app/models/income_statement/family_stats.rb
class IncomeStatement::FamilyStats (line 1) | class IncomeStatement::FamilyStats
method initialize (line 2) | def initialize(family, interval: "month")
method call (line 7) | def call
method sanitized_query_sql (line 20) | def sanitized_query_sql
method query_sql (line 31) | def query_sql
FILE: app/models/income_statement/totals.rb
class IncomeStatement::Totals (line 1) | class IncomeStatement::Totals
method initialize (line 2) | def initialize(family, transactions_scope:)
method call (line 7) | def call
method query_sql (line 22) | def query_sql
method optimized_query_sql (line 31) | def optimized_query_sql
method sql_params (line 53) | def sql_params
FILE: app/models/investment.rb
class Investment (line 1) | class Investment < ApplicationRecord
method color (line 19) | def color
method classification (line 23) | def classification
method icon (line 27) | def icon
FILE: app/models/invitation.rb
class Invitation (line 1) | class Invitation < ApplicationRecord
method pending? (line 17) | def pending?
method generate_token (line 23) | def generate_token
method set_expiration (line 30) | def set_expiration
method inviter_is_admin (line 34) | def inviter_is_admin
FILE: app/models/invite_code.rb
class InviteCode (line 1) | class InviteCode < ApplicationRecord
method claim! (line 5) | def claim!(token)
method generate! (line 12) | def generate!
method generate_token (line 19) | def generate_token
FILE: app/models/loan.rb
class Loan (line 1) | class Loan < ApplicationRecord
method monthly_payment (line 11) | def monthly_payment
method original_balance (line 27) | def original_balance
method color (line 32) | def color
method icon (line 36) | def icon
method classification (line 40) | def classification
FILE: app/models/market_data_importer.rb
class MarketDataImporter (line 1) | class MarketDataImporter
method initialize (line 8) | def initialize(mode: :full, clear_cache: false)
method import_all (line 13) | def import_all
method import_security_prices (line 19) | def import_security_prices
method import_exchange_rates (line 37) | def import_exchange_rates
method snapshot? (line 60) | def snapshot?
method required_exchange_rate_pairs (line 68) | def required_exchange_rate_pairs
method get_first_required_price_date (line 102) | def get_first_required_price_date(security)
method get_first_required_exchange_rate_date (line 109) | def get_first_required_exchange_rate_date(from_currency:)
method default_start_date (line 115) | def default_start_date
method end_date (line 120) | def end_date
method set_mode! (line 124) | def set_mode!(mode)
FILE: app/models/measurement.rb
class Measurement (line 1) | class Measurement
method initialize (line 11) | def initialize(value, unit)
method to_s (line 17) | def to_s
FILE: app/models/merchant.rb
class Merchant (line 1) | class Merchant < ApplicationRecord
FILE: app/models/message.rb
class Message (line 1) | class Message < ApplicationRecord
method broadcast? (line 19) | def broadcast?
FILE: app/models/mint_import.rb
class MintImport (line 1) | class MintImport < Import
method generate_rows_from_csv (line 4) | def generate_rows_from_csv
method import! (line 23) | def import!
method mapping_steps (line 46) | def mapping_steps
method required_column_keys (line 50) | def required_column_keys
method column_keys (line 54) | def column_keys
method csv_template (line 58) | def csv_template
method signed_csv_amount (line 68) | def signed_csv_amount(csv_row)
method set_mappings (line 80) | def set_mappings
FILE: app/models/mobile_device.rb
class MobileDevice (line 1) | class MobileDevice < ApplicationRecord
method active? (line 13) | def active?
method update_last_seen! (line 17) | def update_last_seen!
method create_oauth_application! (line 21) | def create_oauth_application!
method active_tokens (line 36) | def active_tokens
method revoke_all_tokens! (line 46) | def revoke_all_tokens!
method set_last_seen_at (line 52) | def set_last_seen_at
FILE: app/models/other_asset.rb
class OtherAsset (line 1) | class OtherAsset < ApplicationRecord
method color (line 5) | def color
method icon (line 9) | def icon
method classification (line 13) | def classification
FILE: app/models/other_liability.rb
class OtherLiability (line 1) | class OtherLiability < ApplicationRecord
method color (line 5) | def color
method icon (line 9) | def icon
method classification (line 13) | def classification
FILE: app/models/period.rb
class Period (line 1) | class Period
class InvalidKeyError (line 4) | class InvalidKeyError < StandardError; end
method from_key (line 70) | def from_key(key)
method custom (line 80) | def custom(start_date:, end_date:)
method all (line 84) | def all
method as_options (line 88) | def as_options
method initialize (line 99) | def initialize(start_date: nil, end_date: nil, key: nil, date_format: ...
method <=> (line 107) | def <=>(other)
method date_range (line 111) | def date_range
method days (line 115) | def days
method within? (line 119) | def within?(other)
method interval (line 123) | def interval
method label (line 131) | def label
method label_short (line 139) | def label_short
method comparison_label (line 147) | def comparison_label
method key_metadata (line 156) | def key_metadata
method must_be_valid_date_range (line 160) | def must_be_valid_date_range
FILE: app/models/plaid_account.rb
class PlaidAccount (line 1) | class PlaidAccount < ApplicationRecord
method upsert_plaid_snapshot! (line 9) | def upsert_plaid_snapshot!(account_snapshot)
method upsert_plaid_transactions_snapshot! (line 24) | def upsert_plaid_transactions_snapshot!(transactions_snapshot)
method upsert_plaid_investments_snapshot! (line 32) | def upsert_plaid_investments_snapshot!(investments_snapshot)
method upsert_plaid_liabilities_snapshot! (line 40) | def upsert_plaid_liabilities_snapshot!(liabilities_snapshot)
method has_balance (line 50) | def has_balance
FILE: app/models/plaid_account/importer.rb
class PlaidAccount::Importer (line 1) | class PlaidAccount::Importer
method initialize (line 2) | def initialize(plaid_account, account_snapshot:)
method import (line 7) | def import
method import_account_info (line 17) | def import_account_info
method import_transactions (line 21) | def import_transactions
method import_investments (line 25) | def import_investments
method import_liabilities (line 29) | def import_liabilities
FILE: app/models/plaid_account/investments/balance_calculator.rb
class PlaidAccount::Investments::BalanceCalculator (line 3) | class PlaidAccount::Investments::BalanceCalculator
method initialize (line 7) | def initialize(plaid_account, security_resolver:)
method balance (line 12) | def balance
method cash_balance (line 30) | def cash_balance
method holdings (line 46) | def holdings
method calculate_investment_brokerage_cash (line 50) | def calculate_investment_brokerage_cash
method total_investment_account_value (line 57) | def total_investment_account_value
method true_holdings_value (line 62) | def true_holdings_value
FILE: app/models/plaid_account/investments/holdings_processor.rb
class PlaidAccount::Investments::HoldingsProcessor (line 1) | class PlaidAccount::Investments::HoldingsProcessor
method initialize (line 2) | def initialize(plaid_account, security_resolver:)
method process (line 7) | def process
method account (line 43) | def account
method holdings (line 47) | def holdings
FILE: app/models/plaid_account/investments/security_resolver.rb
class PlaidAccount::Investments::SecurityResolver (line 2) | class PlaidAccount::Investments::SecurityResolver
method initialize (line 5) | def initialize(plaid_account)
method resolve (line 11) | def resolve(plaid_security_id:)
method securities (line 45) | def securities
method get_plaid_security (line 50) | def get_plaid_security(plaid_security_id)
method report_unresolvable_security (line 58) | def report_unresolvable_security(plaid_security_id)
method known_plaid_brokerage_cash_tickers (line 80) | def known_plaid_brokerage_cash_tickers
method brokerage_cash? (line 84) | def brokerage_cash?(plaid_security)
method cash_equivalent? (line 89) | def cash_equivalent?(plaid_security)
FILE: app/models/plaid_account/investments/transactions_processor.rb
class PlaidAccount::Investments::TransactionsProcessor (line 1) | class PlaidAccount::Investments::TransactionsProcessor
method initialize (line 4) | def initialize(plaid_account, security_resolver:)
method process (line 9) | def process
method account (line 22) | def account
method cash_transaction? (line 26) | def cash_transaction?(transaction)
method find_or_create_trade_entry (line 30) | def find_or_create_trade_entry(transaction)
method find_or_create_cash_entry (line 67) | def find_or_create_cash_entry(transaction)
method transactions (line 87) | def transactions
method derived_qty (line 95) | def derived_qty(transaction)
FILE: app/models/plaid_account/liabilities/credit_processor.rb
class PlaidAccount::Liabilities::CreditProcessor (line 1) | class PlaidAccount::Liabilities::CreditProcessor
method initialize (line 2) | def initialize(plaid_account)
method process (line 6) | def process
method account (line 18) | def account
method credit_data (line 22) | def credit_data
FILE: app/models/plaid_account/liabilities/mortgage_processor.rb
class PlaidAccount::Liabilities::MortgageProcessor (line 1) | class PlaidAccount::Liabilities::MortgageProcessor
method initialize (line 2) | def initialize(plaid_account)
method process (line 6) | def process
method account (line 18) | def account
method mortgage_data (line 22) | def mortgage_data
FILE: app/models/plaid_account/liabilities/student_loan_processor.rb
class PlaidAccount::Liabilities::StudentLoanProcessor (line 1) | class PlaidAccount::Liabilities::StudentLoanProcessor
method initialize (line 2) | def initialize(plaid_account)
method process (line 6) | def process
method account (line 20) | def account
method term_months (line 24) | def term_months
method origination_date (line 30) | def origination_date
method expected_payoff_date (line 34) | def expected_payoff_date
method parse_date (line 38) | def parse_date(value)
method student_loan_data (line 47) | def student_loan_data
FILE: app/models/plaid_account/processor.rb
class PlaidAccount::Processor (line 1) | class PlaidAccount::Processor
method initialize (line 6) | def initialize(plaid_account)
method process (line 14) | def process
method family (line 22) | def family
method security_resolver (line 27) | def security_resolver
method process_account! (line 31) | def process_account!
method process_transactions (line 64) | def process_transactions
method process_investments (line 70) | def process_investments
method process_liabilities (line 77) | def process_liabilities
method balance_calculator (line 90) | def balance_calculator
method report_exception (line 104) | def report_exception(error)
FILE: app/models/plaid_account/transactions/category_matcher.rb
class PlaidAccount::Transactions::CategoryMatcher (line 13) | class PlaidAccount::Transactions::CategoryMatcher
method initialize (line 16) | def initialize(user_categories = [])
method match (line 20) | def match(plaid_detailed_category)
method get_plaid_category_details (line 78) | def get_plaid_category_details(plaid_category_name)
method detailed_plaid_categories (line 82) | def detailed_plaid_categories
method normalized_user_categories (line 96) | def normalized_user_categories
method normalize_user_category_name (line 106) | def normalize_user_category_name(name)
FILE: app/models/plaid_account/transactions/category_taxonomy.rb
type PlaidAccount::Transactions::CategoryTaxonomy (line 2) | module PlaidAccount::Transactions::CategoryTaxonomy
FILE: app/models/plaid_account/transactions/processor.rb
class PlaidAccount::Transactions::Processor (line 1) | class PlaidAccount::Transactions::Processor
method initialize (line 2) | def initialize(plaid_account)
method process (line 6) | def process
method category_matcher (line 27) | def category_matcher
method family_categories (line 31) | def family_categories
method account (line 41) | def account
method remove_plaid_transaction (line 45) | def remove_plaid_transaction(raw_transaction)
method modified_transactions (line 50) | def modified_transactions
method removed_transactions (line 57) | def removed_transactions
FILE: app/models/plaid_account/type_mappable.rb
type PlaidAccount::TypeMappable (line 1) | module PlaidAccount::TypeMappable
function map_accountable (line 6) | def map_accountable(plaid_type)
function map_subtype (line 19) | def map_subtype(plaid_type, plaid_subtype)
FILE: app/models/plaid_entry/processor.rb
class PlaidEntry::Processor (line 1) | class PlaidEntry::Processor
method initialize (line 3) | def initialize(plaid_transaction, plaid_account:, category_matcher:)
method process (line 9) | def process
method account (line 52) | def account
method plaid_id (line 56) | def plaid_id
method name (line 60) | def name
method amount (line 64) | def amount
method currency (line 68) | def currency
method date (line 72) | def date
method detailed_category (line 76) | def detailed_category
method merchant (line 80) | def merchant
FILE: app/models/plaid_item.rb
class PlaidItem (line 1) | class PlaidItem < ApplicationRecord
method get_update_link_token (line 25) | def get_update_link_token(webhooks_url:, redirect_url:)
method destroy_later (line 44) | def destroy_later
method import_latest_plaid_data (line 49) | def import_latest_plaid_data
method process_accounts (line 56) | def process_accounts
method schedule_account_syncs (line 63) | def schedule_account_syncs(parent_sync: nil, window_start_date: nil, w...
method upsert_plaid_snapshot! (line 74) | def upsert_plaid_snapshot!(item_snapshot)
method upsert_plaid_institution_snapshot! (line 85) | def upsert_plaid_institution_snapshot!(institution_snapshot)
method supports_product? (line 96) | def supports_product?(product)
method remove_plaid_item (line 101) | def remove_plaid_item
method supported_products (line 117) | def supported_products
FILE: app/models/plaid_item/accounts_snapshot.rb
class PlaidItem::AccountsSnapshot (line 4) | class PlaidItem::AccountsSnapshot
method initialize (line 5) | def initialize(plaid_item, plaid_provider:)
method accounts (line 10) | def accounts
method get_account_data (line 14) | def get_account_data(account_id)
method transactions_cursor (line 23) | def transactions_cursor
method account_scoped_transactions_data (line 36) | def account_scoped_transactions_data(account_id)
method account_scoped_investments_data (line 46) | def account_scoped_investments_data(account_id)
method account_scoped_liabilities_data (line 60) | def account_scoped_liabilities_data(account_id)
method can_fetch_transactions? (line 70) | def can_fetch_transactions?
method transactions_data (line 74) | def transactions_data
method can_fetch_investments? (line 83) | def can_fetch_investments?
method investments_data (line 88) | def investments_data
method can_fetch_liabilities? (line 93) | def can_fetch_liabilities?
method liabilities_data (line 101) | def liabilities_data
FILE: app/models/plaid_item/importer.rb
class PlaidItem::Importer (line 1) | class PlaidItem::Importer
method initialize (line 2) | def initialize(plaid_item, plaid_provider:)
method import (line 7) | def import
method handle_plaid_error (line 19) | def handle_plaid_error(error)
method fetch_and_import_item_data (line 30) | def fetch_and_import_item_data
method fetch_and_import_accounts_data (line 38) | def fetch_and_import_accounts_data
FILE: app/models/plaid_item/provided.rb
type PlaidItem::Provided (line 1) | module PlaidItem::Provided
function plaid_provider (line 4) | def plaid_provider
FILE: app/models/plaid_item/sync_complete_event.rb
class PlaidItem::SyncCompleteEvent (line 1) | class PlaidItem::SyncCompleteEvent
method initialize (line 4) | def initialize(plaid_item)
method broadcast (line 8) | def broadcast
FILE: app/models/plaid_item/syncer.rb
class PlaidItem::Syncer (line 1) | class PlaidItem::Syncer
method initialize (line 4) | def initialize(plaid_item)
method perform_sync (line 8) | def perform_sync(sync)
method perform_post_sync (line 23) | def perform_post_sync
FILE: app/models/plaid_item/webhook_processor.rb
class PlaidItem::WebhookProcessor (line 1) | class PlaidItem::WebhookProcessor
method initialize (line 4) | def initialize(webhook_body)
method process (line 12) | def process
method plaid_item (line 40) | def plaid_item
method handle_missing_item (line 44) | def handle_missing_item
FILE: app/models/property.rb
class Property (line 1) | class Property < ApplicationRecord
method icon (line 20) | def icon
method color (line 24) | def color
method classification (line 28) | def classification
method area (line 33) | def area
method purchase_price (line 37) | def purchase_price
method trend (line 41) | def trend
method balance_display_name (line 45) | def balance_display_name
method opening_balance_display_name (line 49) | def opening_balance_display_name
method first_valuation_amount (line 54) | def first_valuation_amount
FILE: app/models/provider.rb
class Provider (line 1) | class Provider
class Error (line 4) | class Error < StandardError
method initialize (line 7) | def initialize(message, details: nil)
method as_json (line 12) | def as_json
method with_provider_response (line 24) | def with_provider_response(error_transformer: nil, &block)
method default_error_transformer (line 47) | def default_error_transformer(error)
FILE: app/models/provider/exchange_rate_concept.rb
type Provider::ExchangeRateConcept (line 1) | module Provider::ExchangeRateConcept
function fetch_exchange_rate (line 6) | def fetch_exchange_rate(from:, to:, date:)
function fetch_exchange_rates (line 10) | def fetch_exchange_rates(from:, to:, start_date:, end_date:)
FILE: app/models/provider/github.rb
class Provider::Github (line 1) | class Provider::Github
method initialize (line 4) | def initialize
method fetch_latest_release_notes (line 10) | def fetch_latest_release_notes
method repo (line 34) | def repo
FILE: app/models/provider/llm_concept.rb
type Provider::LlmConcept (line 1) | module Provider::LlmConcept
function auto_categorize (line 6) | def auto_categorize(transactions)
function auto_detect_merchants (line 12) | def auto_detect_merchants(transactions)
function chat_response (line 21) | def chat_response(prompt, model:, instructions: nil, functions: [], fu...
FILE: app/models/provider/openai.rb
class Provider::Openai (line 1) | class Provider::Openai < Provider
method initialize (line 9) | def initialize(access_token)
method supports_model? (line 13) | def supports_model?(model)
method auto_categorize (line 17) | def auto_categorize(transactions: [], user_categories: [])
method auto_detect_merchants (line 29) | def auto_detect_merchants(transactions: [], user_merchants: [])
method chat_response (line 41) | def chat_response(prompt, model:, instructions: nil, functions: [], fu...
FILE: app/models/provider/openai/auto_categorizer.rb
class Provider::Openai::AutoCategorizer (line 1) | class Provider::Openai::AutoCategorizer
method initialize (line 2) | def initialize(client, transactions: [], user_categories: [])
method auto_categorize (line 8) | def auto_categorize
method build_response (line 33) | def build_response(categorizations)
method normalize_category_name (line 42) | def normalize_category_name(category_name)
method extract_categorizations (line 48) | def extract_categorizations(response)
method json_schema (line 53) | def json_schema
method developer_message (line 84) | def developer_message
method instructions (line 100) | def instructions
FILE: app/models/provider/openai/auto_merchant_detector.rb
class Provider::Openai::AutoMerchantDetector (line 1) | class Provider::Openai::AutoMerchantDetector
method initialize (line 2) | def initialize(client, transactions:, user_merchants:)
method auto_detect_merchants (line 8) | def auto_detect_merchants
method build_response (line 33) | def build_response(categorizations)
method normalize_ai_value (line 43) | def normalize_ai_value(ai_value)
method extract_categorizations (line 49) | def extract_categorizations(response)
method json_schema (line 54) | def json_schema
method developer_message (line 88) | def developer_message
method instructions (line 106) | def instructions
FILE: app/models/provider/openai/chat_config.rb
class Provider::Openai::ChatConfig (line 1) | class Provider::Openai::ChatConfig
method initialize (line 2) | def initialize(functions: [], function_results: [])
method tools (line 7) | def tools
method build_input (line 19) | def build_input(prompt)
FILE: app/models/provider/openai/chat_parser.rb
class Provider::Openai::ChatParser (line 1) | class Provider::Openai::ChatParser
method initialize (line 4) | def initialize(object)
method parsed (line 8) | def parsed
method response_id (line 24) | def response_id
method response_model (line 28) | def response_model
method messages (line 32) | def messages
method function_requests (line 47) | def function_requests
FILE: app/models/provider/openai/chat_stream_parser.rb
class Provider::Openai::ChatStreamParser (line 1) | class Provider::Openai::ChatStreamParser
method initialize (line 4) | def initialize(object)
method parsed (line 8) | def parsed
method parse_response (line 25) | def parse_response(response)
FILE: app/models/provider/plaid.rb
class Provider::Plaid (line 1) | class Provider::Plaid
method initialize (line 7) | def initialize(config, region: :us)
method validate_webhook! (line 14) | def validate_webhook!(verification_header, raw_body)
method get_link_token (line 45) | def get_link_token(user_id:, webhooks_url:, redirect_url:, accountable...
method exchange_public_token (line 68) | def exchange_public_token(token)
method get_item (line 76) | def get_item(access_token)
method remove_item (line 81) | def remove_item(access_token)
method get_item_accounts (line 86) | def get_item_accounts(access_token)
method get_transactions (line 91) | def get_transactions(access_token, next_cursor: nil)
method get_item_investments (line 119) | def get_item_investments(access_token, start_date: nil, end_date: Date...
method get_item_liabilities (line 129) | def get_item_liabilities(access_token)
method get_institution (line 135) | def get_institution(institution_id)
method get_item_holdings (line 150) | def get_item_holdings(access_token:)
method get_item_investment_transactions (line 157) | def get_item_investment_transactions(access_token:, start_date:, end_d...
method get_primary_product (line 182) | def get_primary_product(accountable_type)
method get_additional_consented_products (line 195) | def get_additional_consented_products(accountable_type)
method eu? (line 201) | def eu?
method country_codes (line 205) | def country_codes
FILE: app/models/provider/plaid_sandbox.rb
class Provider::PlaidSandbox (line 1) | class Provider::PlaidSandbox < Provider::Plaid
method initialize (line 4) | def initialize
method create_public_token (line 9) | def create_public_token(username: nil)
method fire_webhook (line 21) | def fire_webhook(item, type: "TRANSACTIONS", code: "SYNC_UPDATES_AVAIL...
method reset_login (line 31) | def reset_login(item)
method create_client (line 40) | def create_client
FILE: app/models/provider/registry.rb
class Provider::Registry (line 1) | class Provider::Registry
method for_concept (line 11) | def for_concept(concept)
method get_provider (line 15) | def get_provider(name)
method plaid_provider_for_region (line 21) | def plaid_provider_for_region(region)
method stripe (line 26) | def stripe
method synth (line 35) | def synth
method plaid_us (line 43) | def plaid_us
method plaid_eu (line 51) | def plaid_eu
method github (line 59) | def github
method openai (line 63) | def openai
method initialize (line 72) | def initialize(concept)
method providers (line 77) | def providers
method get_provider (line 81) | def get_provider(name)
method available_providers (line 92) | def available_providers
FILE: app/models/provider/security_concept.rb
type Provider::SecurityConcept (line 1) | module Provider::SecurityConcept
function search_securities (line 8) | def search_securities(symbol, country_code: nil, exchange_operating_mi...
function fetch_security_info (line 12) | def fetch_security_info(symbol:, exchange_operating_mic:)
function fetch_security_price (line 16) | def fetch_security_price(symbol:, exchange_operating_mic:, date:)
function fetch_security_prices (line 20) | def fetch_security_prices(symbol:, exchange_operating_mic:, start_date...
FILE: app/models/provider/stripe.rb
class Provider::Stripe (line 1) | class Provider::Stripe
method initialize (line 4) | def initialize(secret_key:, webhook_secret:)
method process_event (line 9) | def process_event(event_id)
method process_webhook_later (line 20) | def process_webhook_later(webhook_body, sig_header)
method create_checkout_session (line 25) | def create_checkout_session(plan:, family_id:, family_email:, success_...
method get_checkout_result (line 45) | def get_checkout_result(session_id)
method create_billing_portal_session_url (line 59) | def create_billing_portal_session_url(customer_id:, return_url:)
method update_customer_metadata (line 66) | def update_customer_metadata(customer_id:, metadata:)
method price_id_for (line 76) | def price_id_for(plan)
method retrieve_event (line 85) | def retrieve_event(event_id)
FILE: app/models/provider/stripe/event_processor.rb
class Provider::Stripe::EventProcessor (line 1) | class Provider::Stripe::EventProcessor
method initialize (line 2) | def initialize(event)
method process (line 6) | def process
method event_data (line 13) | def event_data
FILE: app/models/provider/stripe/subscription_event_processor.rb
class Provider::Stripe::SubscriptionEventProcessor (line 1) | class Provider::Stripe::SubscriptionEventProcessor < Provider::Stripe::E...
method process (line 4) | def process
method family (line 18) | def family
method subscription_details (line 22) | def subscription_details
method subscription (line 26) | def subscription
FILE: app/models/provider/synth.rb
class Provider::Synth (line 1) | class Provider::Synth < Provider
method initialize (line 9) | def initialize(api_key)
method healthy? (line 13) | def healthy?
method usage (line 20) | def usage
method fetch_exchange_rate (line 43) | def fetch_exchange_rate(from:, to:, date:)
method fetch_exchange_rates (line 57) | def fetch_exchange_rates(from:, to:, start_date:, end_date:)
method search_securities (line 91) | def search_securities(symbol, country_code: nil, exchange_operating_mi...
method fetch_security_info (line 116) | def fetch_security_info(symbol:, exchange_operating_mic:)
method fetch_security_price (line 136) | def fetch_security_price(symbol:, exchange_operating_mic: nil, date:)
method fetch_security_prices (line 146) | def fetch_security_prices(symbol:, exchange_operating_mic: nil, start_...
method base_url (line 191) | def base_url
method app_name (line 195) | def app_name
method app_type (line 199) | def app_type
method client (line 203) | def client
method fetch_page (line 219) | def fetch_page(url, page, params = {})
method paginate (line 223) | def paginate(url, params = {})
FILE: app/models/provider_merchant.rb
class ProviderMerchant (line 1) | class ProviderMerchant < Merchant
FILE: app/models/rejected_transfer.rb
class RejectedTransfer (line 1) | class RejectedTransfer < ApplicationRecord
FILE: app/models/rule.rb
class Rule (line 1) | class Rule < ApplicationRecord
method action_executors (line 21) | def action_executors
method condition_filters (line 25) | def condition_filters
method registry (line 29) | def registry
method affected_resource_count (line 38) | def affected_resource_count
method apply (line 42) | def apply(ignore_attribute_locks: false)
method apply_later (line 48) | def apply_later(ignore_attribute_locks: false)
method primary_condition_title (line 52) | def primary_condition_title
method matching_resources_scope (line 65) | def matching_resources_scope
method min_actions (line 81) | def min_actions
method no_duplicate_actions (line 87) | def no_duplicate_actions
method no_nested_compound_conditions (line 94) | def no_nested_compound_conditions
method normalize_name (line 106) | def normalize_name
FILE: app/models/rule/action.rb
class Rule::Action (line 1) | class Rule::Action < ApplicationRecord
method apply (line 6) | def apply(resource_scope, ignore_attribute_locks: false)
method options (line 10) | def options
method value_display (line 14) | def value_display
method executor (line 26) | def executor
FILE: app/models/rule/action_executor.rb
class Rule::ActionExecutor (line 1) | class Rule::ActionExecutor
method initialize (line 4) | def initialize(rule)
method key (line 8) | def key
method label (line 12) | def label
method type (line 16) | def type
method options (line 20) | def options
method execute (line 24) | def execute(scope, value: nil, ignore_attribute_locks: false)
method as_json (line 28) | def as_json
method family (line 40) | def family
FILE: app/models/rule/action_executor/auto_categorize.rb
class Rule::ActionExecutor::AutoCategorize (line 1) | class Rule::ActionExecutor::AutoCategorize < Rule::ActionExecutor
method label (line 2) | def label
method execute (line 10) | def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
FILE: app/models/rule/action_executor/auto_detect_merchants.rb
class Rule::ActionExecutor::AutoDetectMerchants (line 1) | class Rule::ActionExecutor::AutoDetectMerchants < Rule::ActionExecutor
method label (line 2) | def label
method execute (line 10) | def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
FILE: app/models/rule/action_executor/set_transaction_category.rb
class Rule::ActionExecutor::SetTransactionCategory (line 1) | class Rule::ActionExecutor::SetTransactionCategory < Rule::ActionExecutor
method type (line 2) | def type
method options (line 6) | def options
method execute (line 10) | def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
FILE: app/models/rule/action_executor/set_transaction_merchant.rb
class Rule::ActionExecutor::SetTransactionMerchant (line 1) | class Rule::ActionExecutor::SetTransactionMerchant < Rule::ActionExecutor
method type (line 2) | def type
method options (line 6) | def options
method execute (line 10) | def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
FILE: app/models/rule/action_executor/set_transaction_name.rb
class Rule::ActionExecutor::SetTransactionName (line 1) | class Rule::ActionExecutor::SetTransactionName < Rule::ActionExecutor
method type (line 2) | def type
method options (line 6) | def options
method execute (line 10) | def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
FILE: app/models/rule/action_executor/set_transaction_tags.rb
class Rule::ActionExecutor::SetTransactionTags (line 1) | class Rule::ActionExecutor::SetTransactionTags < Rule::ActionExecutor
method type (line 2) | def type
method options (line 6) | def options
method execute (line 10) | def execute(transaction_scope, value: nil, ignore_attribute_locks: false)
FILE: app/models/rule/condition.rb
class Rule::Condition (line 1) | class Rule::Condition < ApplicationRecord
method rule (line 14) | def rule
method compound? (line 18) | def compound?
method apply (line 22) | def apply(scope)
method prepare (line 30) | def prepare(scope)
method value_display (line 38) | def value_display
method options (line 50) | def options
method operators (line 54) | def operators
method filter (line 58) | def filter
method build_compound_scope (line 63) | def build_compound_scope(scope)
FILE: app/models/rule/condition_filter.rb
class Rule::ConditionFilter (line 1) | class Rule::ConditionFilter
method initialize (line 12) | def initialize(rule)
method type (line 16) | def type
method number_step (line 20) | def number_step
method key (line 25) | def key
method label (line 29) | def label
method options (line 33) | def options
method operators (line 37) | def operators
method prepare (line 42) | def prepare(scope)
method apply (line 47) | def apply(scope, operator, value)
method as_json (line 51) | def as_json
method family (line 65) | def family
method build_sanitized_where_condition (line 69) | def build_sanitized_where_condition(field, operator, value)
method sanitize_operator (line 78) | def sanitize_operator(operator)
FILE: app/models/rule/condition_filter/transaction_amount.rb
class Rule::ConditionFilter::TransactionAmount (line 1) | class Rule::ConditionFilter::TransactionAmount < Rule::ConditionFilter
method type (line 2) | def type
method prepare (line 6) | def prepare(scope)
method apply (line 10) | def apply(scope, operator, value)
FILE: app/models/rule/condition_filter/transaction_merchant.rb
class Rule::ConditionFilter::TransactionMerchant (line 1) | class Rule::ConditionFilter::TransactionMerchant < Rule::ConditionFilter
method type (line 2) | def type
method options (line 6) | def options
method prepare (line 10) | def prepare(scope)
method apply (line 14) | def apply(scope, operator, value)
FILE: app/models/rule/condition_filter/transaction_name.rb
class Rule::ConditionFilter::TransactionName (line 1) | class Rule::ConditionFilter::TransactionName < Rule::ConditionFilter
method prepare (line 2) | def prepare(scope)
method apply (line 6) | def apply(scope, operator, value)
FILE: app/models/rule/registry.rb
class Rule::Registry (line 1) | class Rule::Registry
method initialize (line 5) | def initialize(rule)
method resource_scope (line 9) | def resource_scope
method condition_filters (line 13) | def condition_filters
method action_executors (line 17) | def action_executors
method get_filter! (line 21) | def get_filter!(key)
method get_executor! (line 27) | def get_executor!(key)
method as_json (line 33) | def as_json
method family (line 43) | def family
FILE: app/models/rule/registry/transaction_resource.rb
class Rule::Registry::TransactionResource (line 1) | class Rule::Registry::TransactionResource < Rule::Registry
method resource_scope (line 2) | def resource_scope
method condition_filters (line 6) | def condition_filters
method action_executors (line 14) | def action_executors
method ai_enabled? (line 31) | def ai_enabled?
FILE: app/models/security.rb
class Security (line 1) | class Security < ApplicationRecord
method current_price (line 14) | def current_price
method to_combobox_option (line 20) | def to_combobox_option
method upcase_symbols (line 31) | def upcase_symbols
FILE: app/models/security/health_checker.rb
class Security::HealthChecker (line 12) | class Security::HealthChecker
method check_all (line 18) | def check_all
method never_checked_scope (line 32) | def never_checked_scope
method due_for_check_scope (line 39) | def due_for_check_scope
method initialize (line 45) | def initialize(security)
method run_check (line 49) | def run_check
method provider (line 68) | def provider
method latest_provider_price (line 72) | def latest_provider_price
method handle_success (line 87) | def handle_success
method handle_failure (line 95) | def handle_failure
method convert_to_offline_security! (line 110) | def convert_to_offline_security!
FILE: app/models/security/price.rb
class Security::Price (line 1) | class Security::Price < ApplicationRecord
FILE: app/models/security/price/importer.rb
class Security::Price::Importer (line 1) | class Security::Price::Importer
method initialize (line 5) | def initialize(security:, security_provider:, start_date:, end_date:, ...
method import_provider_prices (line 15) | def import_provider_prices
method provider_prices (line 71) | def provider_prices
method db_prices (line 96) | def db_prices
method all_prices_exist? (line 103) | def all_prices_exist?
method expected_count (line 107) | def expected_count
method effective_start_date (line 112) | def effective_start_date
method start_price_value (line 118) | def start_price_value
method upsert_rows (line 126) | def upsert_rows(rows)
method db_price_currency (line 142) | def db_price_currency
method prev_price_currency (line 146) | def prev_price_currency
method normalize_end_date (line 151) | def normalize_end_date(requested_end_date)
FILE: app/models/security/provided.rb
type Security::Provided (line 1) | module Security::Provided
function provider (line 7) | def provider
function search_provider (line 12) | def search_provider(symbol, country_code: nil, exchange_operating_mic:...
function find_or_fetch_price (line 39) | def find_or_fetch_price(date: Date.current, cache: true)
function import_provider_details (line 64) | def import_provider_details(clear_cache: false)
function import_provider_prices (line 93) | def import_provider_prices(start_date:, end_date:, clear_cache: false)
function provider (line 109) | def provider
FILE: app/models/security/resolver.rb
class Security::Resolver (line 1) | class Security::Resolver
method initialize (line 2) | def initialize(symbol, exchange_operating_mic: nil, country_code: nil)
method resolve (line 13) | def resolve
method validate_symbol! (line 25) | def validate_symbol!(symbol)
method offline_security (line 30) | def offline_security
method exact_match_from_db (line 46) | def exact_match_from_db
method exact_match_from_provider (line 57) | def exact_match_from_provider
method close_match_from_provider (line 77) | def close_match_from_provider
method find_or_create_provider_match! (line 103) | def find_or_create_provider_match!(match)
method provider_search_result (line 115) | def provider_search_result
method sorted_country_codes_by_relevance (line 126) | def sorted_country_codes_by_relevance
method sorted_exchange_operating_mics_by_relevance (line 132) | def sorted_exchange_operating_mics_by_relevance
FILE: app/models/security/synth_combobox_option.rb
class Security::SynthComboboxOption (line 1) | class Security::SynthComboboxOption
method id (line 6) | def id
method to_combobox_display (line 10) | def to_combobox_display
FILE: app/models/series.rb
class Series (line 1) | class Series
method each (line 9) | def each(&block)
method from_raw_values (line 24) | def from_raw_values(values, interval: "1 day")
method initialize (line 51) | def initialize(start_date:, end_date:, interval:, values:, favorable_d...
method trend (line 59) | def trend
method as_json (line 67) | def as_json
FILE: app/models/session.rb
class Session (line 1) | class Session < ApplicationRecord
method get_preferred_tab (line 13) | def get_preferred_tab(tab_key)
method set_preferred_tab (line 17) | def set_preferred_tab(tab_key, tab_value)
FILE: app/models/setting.rb
class Setting (line 2) | class Setting < RailsSettings::Base
FILE: app/models/subscription.rb
class Subscription (line 1) | class Subscription < ApplicationRecord
method new_trial_ends_at (line 23) | def new_trial_ends_at
method name (line 28) | def name
FILE: app/models/sync.rb
class Sync (line 1) | class Sync < ApplicationRecord
method clean (line 55) | def clean
method perform (line 60) | def perform
method finalize_if_all_children_finalized (line 83) | def finalize_if_all_children_finalized
method expand_window_if_needed (line 107) | def expand_window_if_needed(new_window_start_date, new_window_end_date)
method log_status_change (line 130) | def log_status_change
method has_failed_children? (line 134) | def has_failed_children?
method all_children_finalized? (line 138) | def all_children_finalized?
method perform_post_sync (line 142) | def perform_post_sync
method report_error (line 151) | def report_error(error)
method report_warnings (line 157) | def report_warnings
method handle_start_transition (line 168) | def handle_start_transition
method handle_transition (line 172) | def handle_transition
method handle_completion_transition (line 176) | def handle_completion_transition
method window_valid (line 180) | def window_valid
method update_family_sync_timestamp (line 186) | def update_family_sync_timestamp
method family (line 190) | def family
FILE: app/models/tag.rb
class Tag (line 1) | class Tag < ApplicationRecord
method replace_and_destroy! (line 15) | def replace_and_destroy!(replacement)
FILE: app/models/tagging.rb
class Tagging (line 1) | class Tagging < ApplicationRecord
FILE: app/models/tool_call.rb
class ToolCall (line 1) | class ToolCall < ApplicationRecord
FILE: app/models/tool_call/function.rb
class ToolCall::Function (line 1) | class ToolCall::Function < ToolCall
method from_function_request (line 7) | def from_function_request(function_request, result)
method to_result (line 18) | def to_result
FILE: app/models/trade.rb
class Trade (line 1) | class Trade < ApplicationRecord
method build_name (line 12) | def build_name(type, qty, ticker)
method unrealized_gain_loss (line 18) | def unrealized_gain_loss
FILE: app/models/trade/create_form.rb
class Trade::CreateForm (line 1) | class Trade::CreateForm
method create (line 9) | def create
method security (line 22) | def security
method create_trade (line 31) | def create_trade
method create_interest_income (line 56) | def create_interest_income
method create_transfer (line 75) | def create_transfer
method create_unlinked_transfer (line 93) | def create_unlinked_transfer
FILE: app/models/trade_import.rb
class TradeImport (line 1) | class TradeImport < Import
method import! (line 2) | def import!
method mapping_steps (line 39) | def mapping_steps
method required_column_keys (line 45) | def required_column_keys
method column_keys (line 49) | def column_keys
method dry_run (line 55) | def dry_run
method csv_template (line 65) | def csv_template
method find_or_create_security (line 79) | def find_or_create_security(ticker: nil, exchange_operating_mic: nil)
FILE: app/models/transaction.rb
class Transaction (line 1) | class Transaction < ApplicationRecord
method transfer? (line 21) | def transfer?
method set_category! (line 25) | def set_category!(category)
FILE: app/models/transaction/ruleable.rb
type Transaction::Ruleable (line 1) | module Transaction::Ruleable
function eligible_for_category_rule? (line 4) | def eligible_for_category_rule?
function rules (line 14) | def rules
FILE: app/models/transaction/search.rb
class Transaction::Search (line 1) | class Transaction::Search
method initialize (line 20) | def initialize(family, filters: {})
method transactions_scope (line 25) | def transactions_scope
method totals (line 45) | def totals
method cache_key_base (line 71) | def cache_key_base
method apply_active_accounts_filter (line 82) | def apply_active_accounts_filter(query, active_accounts_only_filter)
method apply_category_filter (line 91) | def apply_category_filter(query, categories)
method apply_type_filter (line 108) | def apply_type_filter(query, types)
method apply_merchant_filter (line 134) | def apply_merchant_filter(query, merchants)
method apply_tag_filter (line 139) | def apply_tag_filter(query, tags)
FILE: app/models/transaction/transferable.rb
type Transaction::Transferable (line 1) | module Transaction::Transferable
function transfer (line 13) | def transfer
function transfer_match_candidates (line 17) | def transfer_match_candidates
function family_matches_scope (line 33) | def family_matches_scope
FILE: app/models/transaction_import.rb
class TransactionImport (line 1) | class TransactionImport < Import
method import! (line 2) | def import!
method required_column_keys (line 35) | def required_column_keys
method column_keys (line 39) | def column_keys
method mapping_steps (line 45) | def mapping_steps
method selectable_amount_type_values (line 51) | def selectable_amount_type_values
method csv_template (line 57) | def csv_template
FILE: app/models/transfer.rb
class Transfer (line 1) | class Transfer < ApplicationRecord
method kind_for_account (line 16) | def kind_for_account(account)
method reject! (line 27) | def reject!
method destroy! (line 35) | def destroy!
method confirm! (line 43) | def confirm!
method date (line 47) | def date
method sync_account_later (line 51) | def sync_account_later
method to_account (line 56) | def to_account
method from_account (line 60) | def from_account
method amount_abs (line 64) | def amount_abs
method name (line 68) | def name
method payment? (line 77) | def payment?
method loan_payment? (line 81) | def loan_payment?
method liability_payment? (line 85) | def liability_payment?
method regular_transfer? (line 89) | def regular_transfer?
method transfer_type (line 93) | def transfer_type
method categorizable? (line 99) | def categorizable?
method transfer_has_different_accounts (line 104) | def transfer_has_different_accounts
method transfer_has_same_family (line 109) | def transfer_has_same_family
method transfer_has_opposite_amounts (line 114) | def transfer_has_opposite_amounts
method transfer_within_date_range (line 132) | def transfer_within_date_range
FILE: app/models/transfer/creator.rb
class Transfer::Creator (line 1) | class Transfer::Creator
method initialize (line 2) | def initialize(family:, source_account_id:, destination_account_id:, d...
method create (line 10) | def create
method outflow_transaction (line 28) | def outflow_transaction
method inflow_transaction (line 42) | def inflow_transaction
method inflow_converted_money (line 58) | def inflow_converted_money
method outflow_transaction_kind (line 68) | def outflow_transaction_kind
method name_prefix (line 78) | def name_prefix
FILE: app/models/trend.rb
class Trend (line 1) | class Trend
method initialize (line 10) | def initialize(current:, previous:, favorable_direction: nil)
method direction (line 18) | def direction
method color (line 28) | def color
method icon (line 39) | def icon
method value (line 49) | def value
method percent (line 53) | def percent
method percent_formatted (line 62) | def percent_formatted
method as_json (line 70) | def as_json
method red_hex (line 83) | def red_hex
method green_hex (line 87) | def green_hex
method gray_hex (line 91) | def gray_hex
FILE: app/models/user.rb
class User (line 1) | class User < ApplicationRecord
method pending_email_change? (line 40) | def pending_email_change?
method initiate_email_change (line 44) | def initiate_email_change(new_email)
method request_impersonation_for (line 60) | def request_impersonation_for(user_id)
method admin? (line 65) | def admin?
method display_name (line 69) | def display_name
method initial (line 73) | def initial
method initials (line 77) | def initials
method show_ai_sidebar? (line 85) | def show_ai_sidebar?
method ai_available? (line 89) | def ai_available?
method ai_enabled? (line 93) | def ai_enabled?
method deactivate (line 101) | def deactivate
method can_deactivate (line 105) | def can_deactivate
method purge_later (line 111) | def purge_later
method purge (line 115) | def purge
method setup_mfa! (line 124) | def setup_mfa!
method enable_mfa! (line 132) | def enable_mfa!
method disable_mfa! (line 139) | def disable_mfa!
method verify_otp? (line 147) | def verify_otp?(code)
method provisioning_uri (line 153) | def provisioning_uri
method onboarded? (line 158) | def onboarded?
method needs_onboarding? (line 162) | def needs_onboarding?
method ensure_valid_profile_image (line 167) | def ensure_valid_profile_image
method last_user_in_family? (line 176) | def last_user_in_family?
method deactivated_email (line 180) | def deactivated_email
method profile_image_size (line 184) | def profile_image_size
method totp (line 190) | def totp
method verify_backup_code? (line 194) | def verify_backup_code?(code)
method generate_backup_codes (line 208) | def generate_backup_codes
FILE: app/models/user_message.rb
class UserMessage (line 1) | class UserMessage < Message
method role (line 6) | def role
method request_response_later (line 10) | def request_response_later
method request_response (line 14) | def request_response
FILE: app/models/valuation.rb
class Valuation (line 1) | class Valuation < ApplicationRecord
method build_reconciliation_name (line 11) | def build_reconciliation_name(accountable_type)
method build_opening_anchor_name (line 15) | def build_opening_anchor_name(accountable_type)
method build_current_anchor_name (line 19) | def build_current_anchor_name(accountable_type)
FILE: app/models/valuation/name.rb
class Valuation::Name (line 1) | class Valuation::Name
method initialize (line 2) | def initialize(valuation_kind, accountable_type)
method to_s (line 7) | def to_s
method opening_anchor_name (line 21) | def opening_anchor_name
method current_anchor_name (line 34) | def current_anchor_name
method recon_name (line 47) | def recon_name
FILE: app/models/vehicle.rb
class Vehicle (line 1) | class Vehicle < ApplicationRecord
method mileage (line 6) | def mileage
method purchase_price (line 10) | def purchase_price
method trend (line 14) | def trend
method color (line 19) | def color
method icon (line 23) | def icon
method classification (line 27) | def classification
method first_valuation_amount (line 33) | def first_valuation_amount
FILE: app/services/api_rate_limiter.rb
class ApiRateLimiter (line 1) | class ApiRateLimiter
method initialize (line 11) | def initialize(api_key)
method rate_limit_exceeded? (line 17) | def rate_limit_exceeded?
method increment_request_count! (line 22) | def increment_request_count!
method current_count (line 35) | def current_count
method rate_limit (line 45) | def rate_limit
method reset_time (line 51) | def reset_time
method usage_info (line 58) | def usage_info
method usage_for (line 69) | def self.usage_for(api_key)
method limit (line 73) | def self.limit(api_key)
method redis_key (line 85) | def redis_key
method determine_tier (line 89) | def determine_tier
FILE: app/services/noop_api_rate_limiter.rb
class NoopApiRateLimiter (line 1) | class NoopApiRateLimiter
method initialize (line 2) | def initialize(api_key)
method rate_limit_exceeded? (line 6) | def rate_limit_exceeded?
method increment_request_count! (line 10) | def increment_request_count!
method current_count (line 14) | def current_count
method rate_limit (line 18) | def rate_limit
method reset_time (line 22) | def reset_time
method usage_info (line 26) | def usage_info
method usage_for (line 36) | def self.usage_for(api_key)
FILE: config/application.rb
type Maybe (line 9) | module Maybe
class Application (line 10) | class Application < Rails::Application
FILE: config/initializers/rack_attack.rb
class Rack::Attack (line 3) | class Rack::Attack
FILE: config/initializers/version.rb
type Maybe (line 1) | module Maybe
function version (line 3) | def version
function commit_sha (line 7) | def commit_sha
function semver (line 16) | def semver
FILE: db/migrate/20240201183314_enable_uuid.rb
class EnableUuid (line 1) | class EnableUuid < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240201184038_create_families.rb
class CreateFamilies (line 1) | class CreateFamilies < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240201184212_create_users.rb
class CreateUsers (line 1) | class CreateUsers < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202015428_create_accounts.rb
class CreateAccounts (line 1) | class CreateAccounts < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202191425_create_account_loans.rb
class CreateAccountLoans (line 1) | class CreateAccountLoans < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202191746_add_accountable_to_account.rb
class AddAccountableToAccount (line 1) | class AddAccountableToAccount < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192214_create_account_depositories.rb
class CreateAccountDepositories (line 1) | class CreateAccountDepositories < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192231_create_account_credits.rb
class CreateAccountCredits (line 1) | class CreateAccountCredits < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192238_create_account_investments.rb
class CreateAccountInvestments (line 1) | class CreateAccountInvestments < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192312_create_account_properties.rb
class CreateAccountProperties (line 1) | class CreateAccountProperties < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192319_create_account_vehicles.rb
class CreateAccountVehicles (line 1) | class CreateAccountVehicles < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192327_create_account_other_assets.rb
class CreateAccountOtherAssets (line 1) | class CreateAccountOtherAssets < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202192333_create_account_other_liabilities.rb
class CreateAccountOtherLiabilities (line 1) | class CreateAccountOtherLiabilities < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240202230325_create_invite_codes.rb
class CreateInviteCodes (line 1) | class CreateInviteCodes < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240203030754_remove_type_from_accounts.rb
class RemoveTypeFromAccounts (line 1) | class RemoveTypeFromAccounts < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240203050018_add_token_index_to_invite_codes.rb
class AddTokenIndexToInviteCodes (line 1) | class AddTokenIndexToInviteCodes < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240206031739_replace_money_field.rb
class ReplaceMoneyField (line 1) | class ReplaceMoneyField < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240209153232_add_currency_to_families.rb
class AddCurrencyToFamilies (line 1) | class AddCurrencyToFamilies < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240209174912_redo_money_storage.rb
class RedoMoneyStorage (line 1) | class RedoMoneyStorage < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240209200519_create_currencies.rb
class CreateCurrencies (line 1) | class CreateCurrencies < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240209200924_create_exchange_rates.rb
class CreateExchangeRates (line 1) | class CreateExchangeRates < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240210155058_create_good_jobs.rb
class CreateGoodJobs (line 3) | class CreateGoodJobs < ActiveRecord::Migration[7.2]
method change (line 4) | def change
FILE: db/migrate/20240212150110_create_account_balances.rb
class CreateAccountBalances (line 1) | class CreateAccountBalances < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240215201527_create_valuations.rb
class CreateValuations (line 1) | class CreateValuations < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240221004818_remove_valuation_type.rb
class RemoveValuationType (line 1) | class RemoveValuationType < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240222144849_add_status_to_account.rb
class AddStatusToAccount (line 1) | class AddStatusToAccount < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240223162105_create_transactions.rb
class CreateTransactions (line 1) | class CreateTransactions < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240227142457_rename_account_balance.rb
class RenameAccountBalance (line 1) | class RenameAccountBalance < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240302145715_add_classification_to_accounts.rb
class AddClassificationToAccounts (line 1) | class AddClassificationToAccounts < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240306193345_add_is_active_to_account.rb
class AddIsActiveToAccount (line 1) | class AddIsActiveToAccount < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240307082827_create_transaction_categories.rb
class CreateTransactionCategories (line 1) | class CreateTransactionCategories < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240308121431_remove_currency_table.rb
class RemoveCurrencyTable (line 1) | class RemoveCurrencyTable < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240308214956_add_notes_and_excluded_to_transaction.rb
class AddNotesAndExcludedToTransaction (line 1) | class AddNotesAndExcludedToTransaction < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240309180636_add_sync_status_fields_to_account.rb
class AddSyncStatusFieldsToAccount (line 1) | class AddSyncStatusFieldsToAccount < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240313141813_update_unique_indexes_for_account_balance_and_exchange_rate.rb
class UpdateUniqueIndexesForAccountBalanceAndExchangeRate (line 1) | class UpdateUniqueIndexesForAccountBalanceAndExchangeRate < ActiveRecord...
method change (line 2) | def change
FILE: db/migrate/20240313203622_remove_converted_balance_from_account.rb
class RemoveConvertedBalanceFromAccount (line 1) | class RemoveConvertedBalanceFromAccount < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240319154732_create_account_cryptos.rb
class CreateAccountCryptos (line 1) | class CreateAccountCryptos < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240325064211_add_uniq_index_to_users_email.rb
class AddUniqIndexToUsersEmail (line 1) | class AddUniqIndexToUsersEmail < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240401213443_add_last_sync_date_to_accounts.rb
class AddLastSyncDateToAccounts (line 1) | class AddLastSyncDateToAccounts < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240403192649_add_last_login_at_to_users.rb
class AddLastLoginAtToUsers (line 1) | class AddLastLoginAtToUsers < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240404112829_change_transaction_category_delete_behavior.rb
class ChangeTransactionCategoryDeleteBehavior (line 1) | class ChangeTransactionCategoryDeleteBehavior < ActiveRecord::Migration[...
method change (line 2) | def change
FILE: db/migrate/20240410183531_create_settings.rb
class CreateSettings (line 1) | class CreateSettings < ActiveRecord::Migration[7.2]
method up (line 2) | def self.up
method down (line 12) | def self.down
FILE: db/migrate/20240411102931_add_last_seen_upgrade_to_user.rb
class AddLastSeenUpgradeToUser (line 1) | class AddLastSeenUpgradeToUser < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240425000110_add_role_to_users.rb
class AddRoleToUsers (line 1) | class AddRoleToUsers < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240426162500_create_active_storage_tables.active_storage.rb
class CreateActiveStorageTables (line 2) | class CreateActiveStorageTables < ActiveRecord::Migration[7.0]
method change (line 3) | def change
method primary_and_foreign_key_types (line 50) | def primary_and_foreign_key_types
FILE: db/migrate/20240426191312_add_transaction_merchants.rb
class AddTransactionMerchants (line 1) | class AddTransactionMerchants < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240430111641_add_active_to_users.rb
class AddActiveToUsers (line 1) | class AddActiveToUsers < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240502205006_create_imports.rb
class CreateImports (line 1) | class CreateImports < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240520074309_add_admin_role_to_current_users.rb
class AddAdminRoleToCurrentUsers (line 1) | class AddAdminRoleToCurrentUsers < ActiveRecord::Migration[7.2]
method up (line 2) | def up
FILE: db/migrate/20240522133147_create_tags.rb
class CreateTags (line 1) | class CreateTags < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240522151453_create_taggings.rb
class CreateTaggings (line 1) | class CreateTaggings < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240524203959_change_account_error_columns_default.rb
class ChangeAccountErrorColumnsDefault (line 1) | class ChangeAccountErrorColumnsDefault < ActiveRecord::Migration[7.2]
method up (line 2) | def up
FILE: db/migrate/20240612164751_create_institutions.rb
class CreateInstitutions (line 1) | class CreateInstitutions < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240612164944_add_institution_to_accounts.rb
class AddInstitutionToAccounts (line 1) | class AddInstitutionToAccounts < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240614120946_create_transfers.rb
class CreateTransfers (line 1) | class CreateTransfers < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240614121110_add_transfer_fields_to_transaction.rb
class AddTransferFieldsToTransaction (line 1) | class AddTransferFieldsToTransaction < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240619125949_rename_accountable_tables.rb
class RenameAccountableTables (line 1) | class RenameAccountableTables < ActiveRecord::Migration[7.2]
method change (line 2) | def change
method update_accountable_types (line 80) | def update_accountable_types(mapping)
FILE: db/migrate/20240620114307_rename_categories_table.rb
class RenameCategoriesTable (line 1) | class RenameCategoriesTable < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240620122201_rename_merchants_table.rb
class RenameMerchantsTable (line 1) | class RenameMerchantsTable < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240620125026_rename_transfer_table.rb
class RenameTransferTable (line 1) | class RenameTransferTable < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240620221801_rename_valuation_table.rb
class RenameValuationTable (line 1) | class RenameValuationTable < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240621212528_rename_transactions_table.rb
class RenameTransactionsTable (line 1) | class RenameTransactionsTable < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240624160611_create_account_entries.rb
class CreateAccountEntries (line 1) | class CreateAccountEntries < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240624161153_migrate_entryables.rb
class MigrateEntryables (line 1) | class MigrateEntryables < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240624164119_remove_old_columns_from_entryables.rb
class RemoveOldColumnsFromEntryables (line 1) | class RemoveOldColumnsFromEntryables < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240628104551_move_transfers_association_from_transactions_to_entries.rb
class MoveTransfersAssociationFromTransactionsToEntries (line 1) | class MoveTransfersAssociationFromTransactionsToEntries < ActiveRecord::...
method change (line 2) | def change
FILE: db/migrate/20240706151026_rename_rate_fields.rb
class RenameRateFields (line 1) | class RenameRateFields < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240707130331_create_account_syncs.rb
class CreateAccountSyncs (line 1) | class CreateAccountSyncs < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240709113713_create_good_job_execution_error_backtrace.rb
class CreateGoodJobExecutionErrorBacktrace (line 3) | class CreateGoodJobExecutionErrorBacktrace < ActiveRecord::Migration[7.2]
method change (line 4) | def change
FILE: db/migrate/20240709113714_create_good_job_process_lock_ids.rb
class CreateGoodJobProcessLockIds (line 3) | class CreateGoodJobProcessLockIds < ActiveRecord::Migration[7.2]
method change (line 4) | def change
FILE: db/migrate/20240709113715_create_good_job_process_lock_indexes.rb
class CreateGoodJobProcessLockIndexes (line 3) | class CreateGoodJobProcessLockIndexes < ActiveRecord::Migration[7.2]
method change (line 6) | def change
FILE: db/migrate/20240709152243_create_good_job_execution_duration.rb
class CreateGoodJobExecutionDuration (line 3) | class CreateGoodJobExecutionDuration < ActiveRecord::Migration[7.2]
method change (line 4) | def change
FILE: db/migrate/20240710182529_create_securities.rb
class CreateSecurities (line 1) | class CreateSecurities < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240710182728_create_security_prices.rb
class CreateSecurityPrices (line 1) | class CreateSecurityPrices < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240710184048_create_account_trades.rb
class CreateAccountTrades (line 1) | class CreateAccountTrades < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240710184249_create_account_holdings.rb
class CreateAccountHoldings (line 1) | class CreateAccountHoldings < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240717113535_remove_default_from_account_balance.rb
class RemoveDefaultFromAccountBalance (line 1) | class RemoveDefaultFromAccountBalance < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240725163339_add_last_synced_at_to_family.rb
class AddLastSyncedAtToFamily (line 1) | class AddLastSyncedAtToFamily < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240731191344_change_primary_identifier_for_security.rb
class ChangePrimaryIdentifierForSecurity (line 1) | class ChangePrimaryIdentifierForSecurity < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240807153618_add_currency_field_to_trade.rb
class AddCurrencyFieldToTrade (line 1) | class AddCurrencyFieldToTrade < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240813170608_fix_invalid_accountable_data.rb
class FixInvalidAccountableData (line 1) | class FixInvalidAccountableData < ActiveRecord::Migration[7.2]
method up (line 2) | def up
method down (line 12) | def down
FILE: db/migrate/20240815125404_create_issues.rb
class CreateIssues (line 1) | class CreateIssues < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240815190722_remove_warnings_from_sync.rb
class RemoveWarningsFromSync (line 1) | class RemoveWarningsFromSync < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240816071555_add_col_sep_to_imports.rb
class AddColSepToImports (line 1) | class AddColSepToImports < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240817144454_rename_import_raw_csv_str_to_raw_file_str.rb
class RenameImportRawCsvStrToRawFileStr (line 1) | class RenameImportRawCsvStrToRawFileStr < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240822174006_create_addresses.rb
class CreateAddresses (line 1) | class CreateAddresses < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240822180845_add_property_attributes.rb
class AddPropertyAttributes (line 1) | class AddPropertyAttributes < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240823125526_add_details_to_vehicle.rb
class AddDetailsToVehicle (line 1) | class AddDetailsToVehicle < ActiveRecord::Migration[7.2]
method change (line 2) | def change
FILE: db/migrate/20240911143158_add_last_synced_at_institution.rb
class AddLastSyncedAtInstitution (line 1) | cla
Condensed preview — 1578 files, each showing path, character count, and a content snippet. Download the .json file or copy for the full structured content (3,989K chars).
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"path": ".cursor/rules/cursor_rules.mdc",
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"preview": "---\ndescription: Guidelines for creating and maintaining Cursor rules to ensure consistency and effectiveness.\nglobs: .c"
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"path": ".cursor/rules/general-rules.mdc",
"chars": 998,
"preview": "---\ndescription: Miscellaneous rules to get the AI to behave\nglobs: *\nalwaysApply: true\n---\n# General rules for AI \n\n- U"
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"path": ".cursor/rules/project-conventions.mdc",
"chars": 4576,
"preview": "---\ndescription: \nglobs: \nalwaysApply: true\n---\nThis rule serves as high-level documentation for how you should write co"
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"path": ".cursor/rules/project-design.mdc",
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"preview": "---\ndescription: This rule explains the system architecture and data flow of the Rails app\nglobs: *\nalwaysApply: true\n--"
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"path": ".cursor/rules/self_improve.mdc",
"chars": 2426,
"preview": "---\ndescription: Guidelines for continuously improving Cursor rules based on emerging code patterns and best practices.\n"
},
{
"path": ".cursor/rules/stimulus_conventions.mdc",
"chars": 2255,
"preview": "---\ndescription: \nglobs: \nalwaysApply: false\n---\nThis rule describes how to write Stimulus controllers.\n\n- **Use declara"
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"path": ".cursor/rules/testing.mdc",
"chars": 3408,
"preview": "---\ndescription: \nglobs: test/**\nalwaysApply: false\n---\nUse this rule to learn how to write tests for the Maybe codebase"
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"path": ".cursor/rules/ui-ux-design-guidelines.mdc",
"chars": 1248,
"preview": "---\ndescription: This file describes Maybe's design system and how views should be styled\nglobs: app/views/**,app/helper"
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"path": ".cursor/rules/view_conventions.mdc",
"chars": 4303,
"preview": "---\ndescription: \nglobs: app/views/**,app/javascript/**,app/components/**/*.js\nalwaysApply: false\n---\nUse this rule to l"
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"path": ".devcontainer/Dockerfile",
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"preview": "ARG RUBY_VERSION=3.4.4\nFROM ruby:${RUBY_VERSION}-slim-bullseye\n\nRUN apt-get update && export DEBIAN_FRONTEND=noninteract"
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"preview": "{\n \"name\": \"Maybe\",\n \"dockerComposeFile\": \"docker-compose.yml\",\n \"service\": \"app\",\n \"workspaceFolder\": \"/workspace\","
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"preview": "x-db-env: &db_env\n POSTGRES_USER: postgres\n POSTGRES_DB: postgres\n POSTGRES_PASSWORD: postgres\n\nx-rails-env: &rails_e"
},
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"path": ".dockerignore",
"chars": 811,
"preview": "# See https://docs.docker.com/engine/reference/builder/#dockerignore-file for more about ignoring files.\n\n# Ignore git d"
},
{
"path": ".editorconfig",
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"preview": "root = true\n\n[*]\ncharset = utf-8\nend_of_line = lf\nindent_style = space\nindent_size = 2"
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"preview": "# ================================ PLEASE READ ===========================================================\n# This file o"
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{
"path": ".env.local.example",
"chars": 162,
"preview": "# To enable / disable self-hosting features.\nSELF_HOSTED=false\n\n# Enable Synth market data (careful, this will use your "
},
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"path": ".env.test.example",
"chars": 474,
"preview": "SELF_HOSTED=false\n\n# ================\n# Data Providers\n# ---------------------------------------------------------------"
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"path": ".erb_lint.yml",
"chars": 204,
"preview": "EnableDefaultLinters: true\nlinters:\n Rubocop:\n enabled: true\n only: [Style/StringLiterals]\n rubocop_config:\n "
},
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"path": ".gitattributes",
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"preview": "# See https://git-scm.com/docs/gitattributes for more about git attribute files.\n\n# Mark the database schema as having b"
},
{
"path": ".github/DISCUSSION_TEMPLATE/feature-requests.yml",
"chars": 926,
"preview": "title: Feature Request\nbody:\n - type: markdown\n attributes:\n value: |\n Thanks for your interest in Maybe"
},
{
"path": ".github/ISSUE_TEMPLATE/bug_report.md",
"chars": 1893,
"preview": "---\nname: Bug report\nabout: Open a bug report when you experience broken functionality within the latest\n version of th"
},
{
"path": ".github/ISSUE_TEMPLATE/other.md",
"chars": 1529,
"preview": "---\nname: Other\nabout: All other issues\ntitle: ''\nlabels: ''\nassignees: ''\n\n---\n\n## Before you start (required)\n\n### Is "
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"path": ".github/dependabot.yml",
"chars": 267,
"preview": "version: 2\nupdates:\n - package-ecosystem: bundler\n directory: \"/\"\n schedule:\n interval: weekly\n open-pull"
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"path": ".github/workflows/ci.yml",
"chars": 3253,
"preview": "name: CI\n\non:\n workflow_call:\n\njobs:\n scan_ruby:\n runs-on: ubuntu-latest\n timeout-minutes: 10\n steps:\n -"
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"path": ".github/workflows/pr.yml",
"chars": 89,
"preview": "name: Pull Request\n\non:\n pull_request:\n\njobs:\n ci:\n uses: ./.github/workflows/ci.yml"
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"path": ".github/workflows/publish.yml",
"chars": 2344,
"preview": "name: Publish Docker image\n\non:\n workflow_dispatch:\n inputs:\n ref:\n description: 'Git ref (tag or commit"
},
{
"path": ".gitignore",
"chars": 1853,
"preview": "# See https://help.github.com/articles/ignoring-files for more about ignoring files.\n#\n# If you find yourself ignoring t"
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{
"path": ".rubocop.yml",
"chars": 274,
"preview": "inherit_gem:\n rubocop-rails-omakase: rubocop.yml\n \nLayout/IndentationWidth:\n Enabled: true\n\nLayout/IndentationStyle:\n"
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"path": ".ruby-version",
"chars": 6,
"preview": "3.4.4\n"
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{
"path": "CLAUDE.md",
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"preview": "# CLAUDE.md\n\nThis file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.\n\n## "
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"path": "CONTRIBUTING.md",
"chars": 3241,
"preview": "# Contributing to Maybe\n\nIt means so much that you're interested in contributing to Maybe! Seriously. Thank you. The ent"
},
{
"path": "Dockerfile",
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"preview": "# syntax = docker/dockerfile:1\n\n# Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile\nARG RUBY_"
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"path": "Gemfile",
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"preview": "source \"https://rubygems.org\"\n\nruby file: \".ruby-version\"\n\n# Rails\ngem \"rails\", \"~> 7.2.2\"\n\n# Drivers\ngem \"pg\", \"~> 1.5\""
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"path": "LICENSE",
"chars": 34522,
"preview": " GNU AFFERO GENERAL PUBLIC LICENSE\n Version 3, 19 November 2007\n\n Copyright (C)"
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"path": "Procfile.dev",
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"preview": "web: bundle exec ${DEBUG:+rdbg -O -n -c --} bin/rails server -b 0.0.0.0\ncss: bundle exec bin/rails tailwindcss:watch 2>/"
},
{
"path": "README.md",
"chars": 2364,
"preview": "\n<img width=\"1190\" alt=\"maybe_hero\" src=\"https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573"
},
{
"path": "Rakefile",
"chars": 227,
"preview": "# Add your own tasks in files placed in lib/tasks ending in .rake,\n# for example lib/tasks/capistrano.rake, and they wil"
},
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"path": "app/assets/builds/.keep",
"chars": 0,
"preview": ""
},
{
"path": "app/assets/tailwind/application.css",
"chars": 3105,
"preview": "@import 'tailwindcss';\n\n@import \"./maybe-design-system.css\";\n\n@import \"./geist-font.css\";\n@import \"./geist-mono-font.css"
},
{
"path": "app/assets/tailwind/geist-font.css",
"chars": 1867,
"preview": "\n\n/* Variable font */\n@font-face {\n font-family: 'Geist';\n src: url('./geist/Geist[wght].woff2') format('woff2-variati"
},
{
"path": "app/assets/tailwind/geist-mono-font.css",
"chars": 2006,
"preview": "/* Variable font */\n@font-face {\n font-family: 'Geist Mono';\n src: url('./geist_mono/GeistMono[wght].woff2') format('w"
},
{
"path": "app/assets/tailwind/maybe-design-system/background-utils.css",
"chars": 1278,
"preview": "@utility bg-surface {\n @apply bg-gray-50;\n\n @variant theme-dark {\n @apply bg-black;\n }\n}\n\n@utility bg-surface-hove"
},
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"path": "app/assets/tailwind/maybe-design-system/border-utils.css",
"chars": 1918,
"preview": "/* Custom shadow borders used for surfaces / containers */\n@utility shadow-border-xs {\n box-shadow: var(--shadow-xs), "
},
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"path": "app/assets/tailwind/maybe-design-system/component-utils.css",
"chars": 1754,
"preview": "/* Button Backgrounds */\n@utility button-bg-primary {\n @apply bg-gray-900;\n /* Maps to fg-primary light */\n\n @variant"
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"path": "app/assets/tailwind/maybe-design-system/foreground-utils.css",
"chars": 840,
"preview": "@utility fg-gray {\n @apply text-gray-500;\n\n @variant theme-dark {\n @apply text-gray-400;\n }\n}\n\n@utility fg-contras"
},
{
"path": "app/assets/tailwind/maybe-design-system/text-utils.css",
"chars": 520,
"preview": "@utility text-primary {\n @apply text-gray-900;\n\n @variant theme-dark {\n @apply text-white;\n }\n}\n\n@utility text-inve"
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"path": "app/assets/tailwind/maybe-design-system.css",
"chars": 14432,
"preview": "/* \n This file contains all of the Figma design tokens, components, etc. that \n are used globally across the app. \n\n "
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{
"path": "app/assets/tailwind/simonweb_pickr.css",
"chars": 9167,
"preview": "/*! Pickr 1.9.1 MIT | https://github.com/Simonwep/pickr */\n.pickr{position:relative;overflow:visible;transform:translate"
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{
"path": "app/channels/application_cable/channel.rb",
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"preview": "module ApplicationCable\n class Channel < ActionCable::Channel::Base\n end\nend\n"
},
{
"path": "app/channels/application_cable/connection.rb",
"chars": 221,
"preview": "module ApplicationCable\n class Connection < ActionCable::Connection::Base\n rescue_from StandardError, with: :report_"
},
{
"path": "app/components/DS/alert.html.erb",
"chars": 188,
"preview": "<div class=\"<%= container_classes %>\">\n <%= helpers.icon icon_name, size: \"sm\", color: icon_color, class: \"shrink-0\" %>"
},
{
"path": "app/components/DS/alert.rb",
"chars": 1441,
"preview": "class DS::Alert < DesignSystemComponent\n def initialize(message:, variant: :info)\n @message = message\n @variant ="
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"path": "app/components/DS/button.html.erb",
"chars": 341,
"preview": "<%= container do %>\n <% if icon && (icon_position != :right) %>\n <%= helpers.icon(icon, size: size, color: icon_colo"
},
{
"path": "app/components/DS/button.rb",
"chars": 988,
"preview": "# frozen_string_literal: true\n\n# An extension to `button_to` helper. All options are passed through to the `button_to` "
},
{
"path": "app/components/DS/buttonish.rb",
"chars": 4631,
"preview": "class DS::Buttonish < DesignSystemComponent\n VARIANTS = {\n primary: {\n container_classes: \"text-inverse bg-inve"
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{
"path": "app/components/DS/dialog.html.erb",
"chars": 1210,
"preview": "<%= wrapper_element do %>\n <%= tag.dialog class: \"w-full h-full bg-transparent theme-dark:backdrop:bg-alpha-black-900 b"
},
{
"path": "app/components/DS/dialog.rb",
"chars": 3276,
"preview": "class DS::Dialog < DesignSystemComponent\n renders_one :header, ->(title: nil, subtitle: nil, hide_close_icon: false, **"
},
{
"path": "app/components/DS/dialog_controller.js",
"chars": 727,
"preview": "import { Controller } from \"@hotwired/stimulus\";\n\n// Connects to data-controller=\"dialog\"\nexport default class extends C"
},
{
"path": "app/components/DS/disclosure.html.erb",
"chars": 872,
"preview": "<details class=\"group\" <%= \"open\" if open %>>\n <%= tag.summary class: class_names(\n \"px-3 py-2 rounded-xl cursor-poi"
},
{
"path": "app/components/DS/disclosure.rb",
"chars": 276,
"preview": "class DS::Disclosure < DesignSystemComponent\n renders_one :summary_content\n\n attr_reader :title, :align, :open, :opts\n"
},
{
"path": "app/components/DS/filled_icon.html.erb",
"chars": 275,
"preview": "<%= tag.div style: transparent? ? container_styles : nil,\n class: container_classes do %>\n <% if icon %>\n "
},
{
"path": "app/components/DS/filled_icon.rb",
"chars": 2139,
"preview": "class DS::FilledIcon < DesignSystemComponent\n attr_reader :icon, :text, :hex_color, :size, :rounded, :variant\n\n VARIAN"
},
{
"path": "app/components/DS/link.html.erb",
"chars": 340,
"preview": "<%= link_to href, **merged_opts do %>\n <% if icon && (icon_position != \"right\") %>\n <%= helpers.icon(icon, size: siz"
},
{
"path": "app/components/DS/link.rb",
"chars": 682,
"preview": "# An extension to `link_to` helper. All options are passed through to the `link_to` helper with some additional\n# optio"
},
{
"path": "app/components/DS/menu.html.erb",
"chars": 1011,
"preview": "<%= tag.div data: { controller: \"DS--menu\", DS__menu_placement_value: placement, DS__menu_offset_value: offset, testid: "
},
{
"path": "app/components/DS/menu.rb",
"chars": 1153,
"preview": "# frozen_string_literal: true\n\nclass DS::Menu < DesignSystemComponent\n attr_reader :variant, :avatar_url, :initials, :p"
},
{
"path": "app/components/DS/menu_controller.js",
"chars": 2898,
"preview": "import {\n autoUpdate,\n computePosition,\n flip,\n offset,\n shift,\n} from \"@floating-ui/dom\";\nimport { Controller } fr"
},
{
"path": "app/components/DS/menu_item.html.erb",
"chars": 330,
"preview": "<% if variant == :divider %>\n <%= render \"shared/ruler\", classes: \"my-1\" %>\n<% else %>\n <div class=\"px-1\">\n <%= wra"
},
{
"path": "app/components/DS/menu_item.rb",
"chars": 1624,
"preview": "class DS::MenuItem < DesignSystemComponent\n VARIANTS = %i[link button divider].freeze\n\n attr_reader :variant, :text, :"
},
{
"path": "app/components/DS/tab.rb",
"chars": 167,
"preview": "class DS::Tab < DesignSystemComponent\n attr_reader :id, :label\n\n def initialize(id:, label:)\n @id = id\n @label ="
},
{
"path": "app/components/DS/tabs/nav.rb",
"chars": 930,
"preview": "class DS::Tabs::Nav < DesignSystemComponent\n erb_template <<~ERB\n <%= tag.nav class: classes do %>\n <% btns.eac"
},
{
"path": "app/components/DS/tabs/panel.rb",
"chars": 156,
"preview": "class DS::Tabs::Panel < DesignSystemComponent\n attr_reader :tab_id\n\n def initialize(tab_id:)\n @tab_id = tab_id\n en"
},
{
"path": "app/components/DS/tabs.html.erb",
"chars": 428,
"preview": "<%= tag.div data: {\n controller: \"DS--tabs\",\n testid: testid,\n DS__tabs_session_key_value: session_key,\n DS__tabs_ur"
},
{
"path": "app/components/DS/tabs.rb",
"chars": 2001,
"preview": "class DS::Tabs < DesignSystemComponent\n renders_one :nav, ->(classes: nil) do\n DS::Tabs::Nav.new(\n active_tab: "
},
{
"path": "app/components/DS/tabs_controller.js",
"chars": 1794,
"preview": "import { Controller } from \"@hotwired/stimulus\";\n\n// Connects to data-controller=\"tabs--components\"\nexport default class"
},
{
"path": "app/components/DS/toggle.html.erb",
"chars": 298,
"preview": "<div class=\"relative inline-block select-none\">\n <%= hidden_field_tag name, unchecked_value, id: nil %>\n <%= check_box"
},
{
"path": "app/components/DS/toggle.rb",
"chars": 971,
"preview": "class DS::Toggle < DesignSystemComponent\n attr_reader :id, :name, :checked, :disabled, :checked_value, :unchecked_value"
},
{
"path": "app/components/DS/tooltip.html.erb",
"chars": 509,
"preview": "<span data-controller=\"DS--tooltip\" data-DS--tooltip-placement-value=\"<%= placement %>\" data-DS--tooltip-offset-value=\"<"
},
{
"path": "app/components/DS/tooltip.rb",
"chars": 455,
"preview": "class DS::Tooltip < ApplicationComponent\n attr_reader :placement, :offset, :cross_axis, :icon_name, :size, :color\n\n de"
},
{
"path": "app/components/DS/tooltip_controller.js",
"chars": 1994,
"preview": "import {\n autoUpdate,\n computePosition,\n flip,\n offset,\n shift,\n} from \"@floating-ui/dom\";\nimport { Controller } fr"
},
{
"path": "app/components/UI/account/activity_date.html.erb",
"chars": 1713,
"preview": "<%= tag.div id: id, data: { bulk_select_target: \"group\" }, class: \"bg-container-inset rounded-xl p-1 w-full\" do %>\n <de"
},
{
"path": "app/components/UI/account/activity_date.rb",
"chars": 598,
"preview": "class UI::Account::ActivityDate < ApplicationComponent\n attr_reader :account, :data\n\n delegate :date, :entries, :balan"
},
{
"path": "app/components/UI/account/activity_feed.html.erb",
"chars": 3687,
"preview": "<%= turbo_frame_tag dom_id(account, \"entries\") do %>\n <div class=\"bg-container p-5 shadow-border-xs rounded-xl\">\n <d"
},
{
"path": "app/components/UI/account/activity_feed.rb",
"chars": 606,
"preview": "class UI::Account::ActivityFeed < ApplicationComponent\n attr_reader :feed_data, :pagy, :search\n\n def initialize(feed_d"
},
{
"path": "app/components/UI/account/balance_reconciliation.html.erb",
"chars": 836,
"preview": "<div class=\"space-y-3\">\n <% reconciliation_items.each_with_index do |item, index| %>\n <% if item[:style] == :subtota"
},
{
"path": "app/components/UI/account/balance_reconciliation.rb",
"chars": 7282,
"preview": "class UI::Account::BalanceReconciliation < ApplicationComponent\n attr_reader :balance, :account\n\n def initialize(balan"
},
{
"path": "app/components/UI/account/chart.html.erb",
"chars": 2540,
"preview": "<div id=\"<%= dom_id(account, :chart) %>\" class=\"bg-container shadow-border-xs rounded-xl space-y-2\">\n <div class=\"flex "
},
{
"path": "app/components/UI/account/chart.rb",
"chars": 1454,
"preview": "class UI::Account::Chart < ApplicationComponent\n attr_reader :account\n\n def initialize(account:, period: nil, view: ni"
},
{
"path": "app/components/UI/account_page.html.erb",
"chars": 1037,
"preview": "<%= turbo_stream_from account %>\n\n<%= turbo_frame_tag id do %>\n <%= tag.div class: \"space-y-4 pb-32\" do %>\n <%= rend"
},
{
"path": "app/components/UI/account_page.rb",
"chars": 1412,
"preview": "class UI::AccountPage < ApplicationComponent\n attr_reader :account, :chart_view, :chart_period\n\n renders_one :activity"
},
{
"path": "app/components/application_component.rb",
"chars": 198,
"preview": "class ApplicationComponent < ViewComponent::Base\n # These don't work as expected with helpers.turbo_frame_tag, etc., so"
},
{
"path": "app/components/design_system_component.rb",
"chars": 54,
"preview": "class DesignSystemComponent < ViewComponent::Base\nend\n"
},
{
"path": "app/controllers/accountable_sparklines_controller.rb",
"chars": 1150,
"preview": "class AccountableSparklinesController < ApplicationController\n def show\n @accountable = Accountable.from_type(params"
},
{
"path": "app/controllers/accounts_controller.rb",
"chars": 1918,
"preview": "class AccountsController < ApplicationController\n before_action :set_account, only: %i[sync sparkline toggle_active sho"
},
{
"path": "app/controllers/api/v1/accounts_controller.rb",
"chars": 1310,
"preview": "# frozen_string_literal: true\n\nclass Api::V1::AccountsController < Api::V1::BaseController\n include Pagy::Backend\n\n # "
},
{
"path": "app/controllers/api/v1/auth_controller.rb",
"chars": 6992,
"preview": "module Api\n module V1\n class AuthController < BaseController\n include Invitable\n\n skip_before_action :auth"
},
{
"path": "app/controllers/api/v1/base_controller.rb",
"chars": 10432,
"preview": "# frozen_string_literal: true\n\nclass Api::V1::BaseController < ApplicationController\n include Doorkeeper::Rails::Helper"
},
{
"path": "app/controllers/api/v1/chats_controller.rb",
"chars": 2158,
"preview": "# frozen_string_literal: true\n\nclass Api::V1::ChatsController < Api::V1::BaseController\n include Pagy::Backend\n before"
},
{
"path": "app/controllers/api/v1/messages_controller.rb",
"chars": 1517,
"preview": "# frozen_string_literal: true\n\nclass Api::V1::MessagesController < Api::V1::BaseController\n before_action :require_ai_e"
},
{
"path": "app/controllers/api/v1/test_controller.rb",
"chars": 1380,
"preview": "# frozen_string_literal: true\n\n# Test controller for API V1 Base Controller functionality\n# This controller is only used"
},
{
"path": "app/controllers/api/v1/transactions_controller.rb",
"chars": 9538,
"preview": "# frozen_string_literal: true\n\nclass Api::V1::TransactionsController < Api::V1::BaseController\n include Pagy::Backend\n\n"
},
{
"path": "app/controllers/api/v1/usage_controller.rb",
"chars": 1202,
"preview": "class Api::V1::UsageController < Api::V1::BaseController\n # GET /api/v1/usage\n def show\n return unless authorize_sc"
},
{
"path": "app/controllers/application_controller.rb",
"chars": 1098,
"preview": "class ApplicationController < ActionController::Base\n include RestoreLayoutPreferences, Onboardable, Localize, AutoSync"
},
{
"path": "app/controllers/budget_categories_controller.rb",
"chars": 1722,
"preview": "class BudgetCategoriesController < ApplicationController\n before_action :set_budget\n\n def index\n @budget_categories"
},
{
"path": "app/controllers/budgets_controller.rb",
"chars": 1111,
"preview": "class BudgetsController < ApplicationController\n before_action :set_budget, only: %i[show edit update]\n\n def index\n "
},
{
"path": "app/controllers/categories_controller.rb",
"chars": 2472,
"preview": "class CategoriesController < ApplicationController\n before_action :set_category, only: %i[edit update destroy]\n before"
},
{
"path": "app/controllers/category/deletions_controller.rb",
"chars": 622,
"preview": "class Category::DeletionsController < ApplicationController\n before_action :set_category\n before_action :set_replaceme"
},
{
"path": "app/controllers/category/dropdowns_controller.rb",
"chars": 583,
"preview": "class Category::DropdownsController < ApplicationController\n before_action :set_from_params\n\n def show\n @categories"
},
{
"path": "app/controllers/chats_controller.rb",
"chars": 1631,
"preview": "class ChatsController < ApplicationController\n include ActionView::RecordIdentifier\n\n before_action :set_chat, only: ["
},
{
"path": "app/controllers/concerns/accountable_resource.rb",
"chars": 2520,
"preview": "module AccountableResource\n extend ActiveSupport::Concern\n\n included do\n include Periodable\n\n before_action :set"
},
{
"path": "app/controllers/concerns/authentication.rb",
"chars": 1612,
"preview": "module Authentication\n extend ActiveSupport::Concern\n\n included do\n before_action :set_request_details\n before_a"
},
{
"path": "app/controllers/concerns/auto_sync.rb",
"chars": 609,
"preview": "module AutoSync\n extend ActiveSupport::Concern\n\n # included do\n # before_action :sync_family, if: :family_needs_aut"
},
{
"path": "app/controllers/concerns/breadcrumbable.rb",
"chars": 316,
"preview": "module Breadcrumbable\n extend ActiveSupport::Concern\n\n included do\n before_action :set_breadcrumbs\n end\n\n private"
},
{
"path": "app/controllers/concerns/entryable_resource.rb",
"chars": 1029,
"preview": "module EntryableResource\n extend ActiveSupport::Concern\n\n included do\n include StreamExtensions, ActionView::Record"
},
{
"path": "app/controllers/concerns/feature_guardable.rb",
"chars": 546,
"preview": "# Simple feature guard that renders a 403 Forbidden status with a message\n# when the feature is disabled.\n#\n# Example:\n#"
},
{
"path": "app/controllers/concerns/impersonatable.rb",
"chars": 538,
"preview": "module Impersonatable\n extend ActiveSupport::Concern\n\n included do\n after_action :create_impersonation_session_log\n"
},
{
"path": "app/controllers/concerns/invitable.rb",
"chars": 384,
"preview": "module Invitable\n extend ActiveSupport::Concern\n\n included do\n helper_method :invite_code_required?\n end\n\n privat"
},
{
"path": "app/controllers/concerns/localize.rb",
"chars": 438,
"preview": "module Localize\n extend ActiveSupport::Concern\n\n included do\n around_action :switch_locale\n around_action :switc"
},
{
"path": "app/controllers/concerns/notifiable.rb",
"chars": 1592,
"preview": "module Notifiable\n extend ActiveSupport::Concern\n\n included do\n helper_method :render_flash_notifications\n helpe"
},
{
"path": "app/controllers/concerns/onboardable.rb",
"chars": 1162,
"preview": "module Onboardable\n extend ActiveSupport::Concern\n\n included do\n before_action :require_onboarding_and_upgrade\n en"
},
{
"path": "app/controllers/concerns/periodable.rb",
"chars": 295,
"preview": "module Periodable\n extend ActiveSupport::Concern\n\n included do\n before_action :set_period\n end\n\n private\n def "
},
{
"path": "app/controllers/concerns/restore_layout_preferences.rb",
"chars": 589,
"preview": "module RestoreLayoutPreferences\n extend ActiveSupport::Concern\n\n included do\n before_action :restore_active_tabs\n "
},
{
"path": "app/controllers/concerns/self_hostable.rb",
"chars": 1018,
"preview": "module SelfHostable\n extend ActiveSupport::Concern\n\n included do\n helper_method :self_hosted?, :self_hosted_first_l"
},
{
"path": "app/controllers/concerns/store_location.rb",
"chars": 793,
"preview": "module StoreLocation\n extend ActiveSupport::Concern\n\n included do\n helper_method :previous_path\n before_action :"
},
{
"path": "app/controllers/concerns/stream_extensions.rb",
"chars": 686,
"preview": "module StreamExtensions\n extend ActiveSupport::Concern\n\n def stream_redirect_to(path, notice: nil, alert: nil)\n cus"
},
{
"path": "app/controllers/cookie_sessions_controller.rb",
"chars": 550,
"preview": "class CookieSessionsController < ApplicationController\n def update\n save_kv_to_session(\n cookie_session_params["
},
{
"path": "app/controllers/credit_cards_controller.rb",
"chars": 229,
"preview": "class CreditCardsController < ApplicationController\n include AccountableResource\n\n permitted_accountable_attributes(\n "
},
{
"path": "app/controllers/cryptos_controller.rb",
"chars": 82,
"preview": "class CryptosController < ApplicationController\n include AccountableResource\nend\n"
},
{
"path": "app/controllers/currencies_controller.rb",
"chars": 235,
"preview": "class CurrenciesController < ApplicationController\n def show\n currency = Money::Currency.all_instances.find { |curre"
},
{
"path": "app/controllers/current_sessions_controller.rb",
"chars": 385,
"preview": "class CurrentSessionsController < ApplicationController\n def update\n if session_params[:tab_key].present? && session"
},
{
"path": "app/controllers/depositories_controller.rb",
"chars": 88,
"preview": "class DepositoriesController < ApplicationController\n include AccountableResource\nend\n"
},
{
"path": "app/controllers/email_confirmations_controller.rb",
"chars": 553,
"preview": "class EmailConfirmationsController < ApplicationController\n skip_before_action :set_request_details, only: :new\n skip_"
},
{
"path": "app/controllers/family_exports_controller.rb",
"chars": 1216,
"preview": "class FamilyExportsController < ApplicationController\n include StreamExtensions\n\n before_action :require_admin\n befor"
},
{
"path": "app/controllers/family_merchants_controller.rb",
"chars": 1435,
"preview": "class FamilyMerchantsController < ApplicationController\n before_action :set_merchant, only: %i[edit update destroy]\n\n "
},
{
"path": "app/controllers/holdings_controller.rb",
"chars": 753,
"preview": "class HoldingsController < ApplicationController\n before_action :set_holding, only: %i[show destroy]\n\n def index\n @"
},
{
"path": "app/controllers/impersonation_sessions_controller.rb",
"chars": 1821,
"preview": "class ImpersonationSessionsController < ApplicationController\n before_action :require_super_admin!, only: [ :create, :j"
},
{
"path": "app/controllers/import/cleans_controller.rb",
"chars": 555,
"preview": "class Import::CleansController < ApplicationController\n layout \"imports\"\n\n before_action :set_import\n\n def show\n r"
},
{
"path": "app/controllers/import/configurations_controller.rb",
"chars": 1029,
"preview": "class Import::ConfigurationsController < ApplicationController\n layout \"imports\"\n\n before_action :set_import\n\n def sh"
},
{
"path": "app/controllers/import/confirms_controller.rb",
"chars": 462,
"preview": "class Import::ConfirmsController < ApplicationController\n layout \"imports\"\n\n before_action :set_import\n\n def show\n "
},
{
"path": "app/controllers/import/mappings_controller.rb",
"chars": 1054,
"preview": "class Import::MappingsController < ApplicationController\n before_action :set_import\n\n def update\n mapping = @import"
},
{
"path": "app/controllers/import/rows_controller.rb",
"chars": 549,
"preview": "class Import::RowsController < ApplicationController\n before_action :set_import_row\n\n def update\n @row.update_and_s"
},
{
"path": "app/controllers/import/uploads_controller.rb",
"chars": 1446,
"preview": "class Import::UploadsController < ApplicationController\n layout \"imports\"\n\n before_action :set_import\n\n def show\n en"
},
{
"path": "app/controllers/imports_controller.rb",
"chars": 1943,
"preview": "class ImportsController < ApplicationController\n before_action :set_import, only: %i[show publish destroy revert apply_"
},
{
"path": "app/controllers/investments_controller.rb",
"chars": 86,
"preview": "class InvestmentsController < ApplicationController\n include AccountableResource\nend\n"
},
{
"path": "app/controllers/invitations_controller.rb",
"chars": 1408,
"preview": "class InvitationsController < ApplicationController\n skip_authentication only: :accept\n def new\n @invitation = Invi"
},
{
"path": "app/controllers/invite_codes_controller.rb",
"chars": 453,
"preview": "class InviteCodesController < ApplicationController\n before_action :ensure_self_hosted\n\n def index\n @invite_codes ="
},
{
"path": "app/controllers/loans_controller.rb",
"chars": 189,
"preview": "class LoansController < ApplicationController\n include AccountableResource\n\n permitted_accountable_attributes(\n :id"
},
{
"path": "app/controllers/lookbooks_controller.rb",
"chars": 81,
"preview": "class LookbooksController < Lookbook::PreviewController\n layout \"lookbooks\"\nend\n"
},
{
"path": "app/controllers/messages_controller.rb",
"chars": 533,
"preview": "class MessagesController < ApplicationController\n guard_feature unless: -> { Current.user.ai_enabled? }\n\n before_actio"
},
{
"path": "app/controllers/mfa_controller.rb",
"chars": 1289,
"preview": "class MfaController < ApplicationController\n layout :determine_layout\n skip_authentication only: [ :verify, :verify_co"
},
{
"path": "app/controllers/onboardings_controller.rb",
"chars": 383,
"preview": "class OnboardingsController < ApplicationController\n layout \"wizard\"\n\n before_action :set_user\n before_action :load_i"
},
{
"path": "app/controllers/other_assets_controller.rb",
"chars": 86,
"preview": "class OtherAssetsController < ApplicationController\n include AccountableResource\nend\n"
},
{
"path": "app/controllers/other_liabilities_controller.rb",
"chars": 91,
"preview": "class OtherLiabilitiesController < ApplicationController\n include AccountableResource\nend\n"
},
{
"path": "app/controllers/pages_controller.rb",
"chars": 5446,
"preview": "class PagesController < ApplicationController\n include Periodable\n\n skip_authentication only: :redis_configuration_err"
},
{
"path": "app/controllers/password_resets_controller.rb",
"chars": 1006,
"preview": "class PasswordResetsController < ApplicationController\n skip_authentication\n\n layout \"auth\"\n\n before_action :set_user"
},
{
"path": "app/controllers/passwords_controller.rb",
"chars": 426,
"preview": "class PasswordsController < ApplicationController\n def edit\n end\n\n def update\n if Current.user.update(password_par"
},
{
"path": "app/controllers/plaid_items_controller.rb",
"chars": 1939,
"preview": "class PlaidItemsController < ApplicationController\n before_action :set_plaid_item, only: %i[edit destroy sync]\n\n def n"
},
{
"path": "app/controllers/properties_controller.rb",
"chars": 2589,
"preview": "class PropertiesController < ApplicationController\n include AccountableResource, StreamExtensions\n\n before_action :set"
},
{
"path": "app/controllers/registrations_controller.rb",
"chars": 2427,
"preview": "class RegistrationsController < ApplicationController\n skip_authentication\n\n layout \"auth\"\n\n before_action :set_user,"
},
{
"path": "app/controllers/rules_controller.rb",
"chars": 2145,
"preview": "class RulesController < ApplicationController\n include StreamExtensions\n\n before_action :set_rule, only: [ :edit, :up"
},
{
"path": "app/controllers/securities_controller.rb",
"chars": 204,
"preview": "class SecuritiesController < ApplicationController\n def index\n @securities = Security.search_provider(\n params["
},
{
"path": "app/controllers/sessions_controller.rb",
"chars": 803,
"preview": "class SessionsController < ApplicationController\n before_action :set_session, only: :destroy\n skip_authentication only"
},
{
"path": "app/controllers/settings/api_keys_controller.rb",
"chars": 1805,
"preview": "# frozen_string_literal: true\n\nclass Settings::ApiKeysController < ApplicationController\n layout \"settings\"\n\n before_a"
},
{
"path": "app/controllers/settings/billings_controller.rb",
"chars": 130,
"preview": "class Settings::BillingsController < ApplicationController\n layout \"settings\"\n\n def show\n @family = Current.family\n"
},
{
"path": "app/controllers/settings/hostings_controller.rb",
"chars": 1349,
"preview": "class Settings::HostingsController < ApplicationController\n layout \"settings\"\n\n guard_feature unless: -> { self_hosted"
},
{
"path": "app/controllers/settings/preferences_controller.rb",
"chars": 129,
"preview": "class Settings::PreferencesController < ApplicationController\n layout \"settings\"\n\n def show\n @user = Current.user\n "
},
{
"path": "app/controllers/settings/profiles_controller.rb",
"chars": 971,
"preview": "class Settings::ProfilesController < ApplicationController\n layout \"settings\"\n\n def show\n @user = Current.user\n "
},
{
"path": "app/controllers/settings/securities_controller.rb",
"chars": 103,
"preview": "class Settings::SecuritiesController < ApplicationController\n layout \"settings\"\n\n def show\n end\nend\n"
},
{
"path": "app/controllers/subscriptions_controller.rb",
"chars": 2197,
"preview": "class SubscriptionsController < ApplicationController\n # Disables subscriptions for self hosted instances\n guard_featu"
},
{
"path": "app/controllers/tag/deletions_controller.rb",
"chars": 498,
"preview": "class Tag::DeletionsController < ApplicationController\n before_action :set_tag\n before_action :set_replacement_tag, on"
},
{
"path": "app/controllers/tags_controller.rb",
"chars": 1018,
"preview": "class TagsController < ApplicationController\n before_action :set_tag, only: %i[edit update destroy]\n\n def index\n @t"
},
{
"path": "app/controllers/trades_controller.rb",
"chars": 2613,
"preview": "class TradesController < ApplicationController\n include EntryableResource\n\n # Defaults to a buy trade\n def new\n @a"
},
{
"path": "app/controllers/transaction_categories_controller.rb",
"chars": 1533,
"preview": "class TransactionCategoriesController < ApplicationController\n include ActionView::RecordIdentifier\n\n def update\n @"
},
{
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"preview": "module ChatsHelper\n def chat_frame\n :sidebar_chat\n end\n\n def chat_view_path(chat)\n return new_chat_path if para"
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"chars": 1327,
"preview": "# The shape of data expected by `confirm_dialog_controller.js` to override the\n# default browser confirm API via Turbo.\n"
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]
// ... and 1378 more files (download for full content)
About this extraction
This page contains the full source code of the maybe-finance/maybe GitHub repository, extracted and formatted as plain text for AI agents and large language models (LLMs). The extraction includes 1578 files (3.5 MB), approximately 1.0M tokens, and a symbol index with 4709 extracted functions, classes, methods, constants, and types. Use this with OpenClaw, Claude, ChatGPT, Cursor, Windsurf, or any other AI tool that accepts text input. You can copy the full output to your clipboard or download it as a .txt file.
Extracted by GitExtract — free GitHub repo to text converter for AI. Built by Nikandr Surkov.