Commit Graph

10 Commits

Author SHA1 Message Date
Guillem Arias Fauste
0d32bb70ec chore(design-system): swap raw gray classes for semantic tokens across remaining views (#1655)
* chore(design-system): swap raw gray classes for semantic tokens across remaining views

Finalizes the raw-color sweep started in #1652 (settings) and continued
in #1654 (holdings). Covers accounts, budgets, chats, pages, imports,
provider integrations (mercury, lunchflow, sophtron, enable_banking,
coinstats), auth flows (password reset, MFA, registrations), shared
layouts, and selected DS component hover states. 35 files, ~56 line
changes.

Mappings (matching the patterns established in the prior sweeps):

- text-white bg-gray-900 hover:bg-gray-800 (with optional focus:ring-gray-900)
  -> text-inverse button-bg-primary hover:button-bg-primary-hover
  -> focus:ring-button-bg-primary
- text-gray-500 / 600 / 700 -> text-secondary
- text-gray-800 -> text-primary
- text-gray-400 -> text-subdued
- hover:text-gray-700 / hover:text-gray-100 -> hover:text-primary
- bg-gray-50 / 100 / 200 (standalone) -> bg-surface-inset
- bg-gray-500/5 -> bg-gray-tint-5
- bg-gray-500/10 -> bg-gray-tint-10
- bg-gray-900 (decorative active states) -> bg-inverse
- hover:bg-gray-50 / 100 (standalone) -> hover:bg-surface-inset
- hover:bg-gray-300 -> hover:bg-surface-inset-hover
- bg-white hover:bg-gray-100 -> bg-container hover:bg-container-hover
- border-gray-300 -> border-secondary
- focus:border-gray-200 -> focus:border-secondary
- focus-within:border-gray-900 -> focus-within:border-primary
- DS::Buttonish outline / ghost / icon hover:
  hover:bg-gray-100 theme-dark:hover:bg-gray-700
  -> hover:bg-container-inset-hover

Left intentionally raw, with rationale:

- bg-gray-300 / bg-gray-400 decorative dots and avatar circles. The
  raw value reads OK against both bg-container variants; no semantic
  "neutral indicator" token exists. Same pattern as #1652 / #1654.
- bg-gray-400/20 theme-dark:bg-gray-500/20 (onboardings/trial). Custom
  alpha tint with no equivalent token.
- bg-white theme-dark:bg-gray-700 (DS::Tabs active pill, budgets tabs).
  Custom tab-pill pattern; gray-700 in dark mode (one shade lighter
  than page bg-gray-900) is intentional for visibility.
- bg-gray-100 theme-dark:bg-gray-700 (DS::Toggle base bg). Closest
  match (bg-container-inset-hover) is semantically a hover state.
- DS::Buttonish secondary variant gray-200/300/700/600 pattern. Same
  pattern as #1654 holdings; needs button-bg-secondary-strong from
  that PR. Will swap in a follow-up after #1654 merges.
- disabled:bg-gray-500 theme-dark:disabled:bg-gray-400 on inverse
  buttons (DS::Buttonish primary, enable_banking, coinstats). Custom
  disabled state for the inverse pair; no token.
- text-gray-300 SVG stroke (shared/_progress_circle).
- bg-white text-gray-900 (layouts/print). Print contexts intentionally
  light regardless of theme.
- bg-gray-800 / border-gray-700 / text-white / hover:text-gray-100
  (impersonation_sessions/_super_admin_bar). Admin overlay styled to
  remain dark in both modes; not a theme-aware component.

Files covered by other in-flight PRs were skipped to avoid rebase
conflicts: chats/_ai_consent's fg-inverse swap (#1626), shared/_text_tooltip
and shared/_money_field tooltip pills (#1626), investments/_value_tooltip
(#1626), components/DS/tooltip (#1626).

* fix(design-system): keep changelog avatar text raw to preserve dark-mode contrast

The changelog avatar fallback (when @release_notes[:avatar] is missing)
sits inside the "decorative + raw" exception list — bg-gray-300 stays
fixed across themes since no semantic neutral-indicator token exists.

The earlier sweep partially themed the pair: bg-gray-300 stayed raw but
text-gray-600 became text-secondary. text-secondary resolves to gray-300
in dark mode, which matches the bg → text became invisible against its
own background.

Reverting only the text class to text-gray-600 restores the original
fixed-light placeholder behavior. Both classes raw, both themes
readable.

* fix(design-system): address review feedback on raw-color-sweep-finalize

Six issues caught by CodeRabbit + Codex review:

1. focus:ring-button-bg-primary silently emits no CSS (×6 files).
   button-bg-primary is a custom @utility, not a theme color, so Tailwind's
   ring-{name} resolution finds no --color-button-bg-primary. Replaces with
   focus:ring-gray-900 theme-dark:focus:ring-white — same color flip as the
   button bg, but resolved through theme colors so the ring actually renders.
   Files: lunchflow/mercury/sophtron _api_error + _setup_required, coinstats_items/new.

2. accounts/show/_activity.html.erb: focus-within:ring-gray-100 was dead
   (no ring-width on the parent). Removed.

3. import/confirms/show.html.erb: uniform hover:bg-surface-inset-hover
   applied to both active and inactive step indicators created a jarring
   dark-to-light flip on the active step (bg-inverse → bg-surface-inset-hover).
   Now hover follows the resting state: active uses hover:bg-inverse-hover,
   inactive uses hover:bg-surface-inset-hover.

4. password_resets/new.html.erb: bg-white left raw alongside the migrated
   hover:bg-surface-inset. Swapped to bg-container so dark mode flips properly.

5. registrations/new.html.erb + password_validator_controller.js: view now
   uses bg-surface-inset on password strength block lines, but the Stimulus
   controller still toggled bg-gray-200 on validate. Updated controller to
   add/remove bg-surface-inset matching the view, so unmet states reset to
   the tokenized class instead of leaving raw gray-200 stuck on the element.
2026-05-04 21:47:01 +02:00
Guillem Arias Fauste
0fe1e06645 refactor(design-system): migrate fg-* utilities to text-* and remove namespace (#1626)
* refactor(design-system): migrate fg-* utilities to text-* and remove namespace

The design system carried two parallel namespaces for foreground colors:
text-* (canonical, ~2,000 uses) and fg-* (32 uses). Most fg-* tokens
were 1:1 duplicates of a text-* counterpart. fg-gray was nearly
identical to text-secondary, with a one-step shade difference in dark
mode.

This PR migrates all 32 usages to their text-* equivalents and removes
the fg-* block from the design tokens. Closes #1606.

Mapping:
- fg-inverse  -> text-inverse  (20 usages, identical light/dark values)
- fg-gray     -> text-secondary (7 usages; light values match, dark is
                                 one step lighter: gray-300 vs gray-400)
- fg-primary  -> text-primary  (3 usages, identical values)
- fg-subdued  -> text-subdued  (2 usages, identical values)

The four other fg-* tokens (fg-contrast, fg-primary-variant,
fg-secondary, fg-secondary-variant) had zero usages despite being
defined; they are removed without replacement.

JSON / build:
- design/tokens/sure.tokens.json: $version 1.0.0 -> 2.0.0 (breaking
  schema change per the policy added in #1620). 8 fg-* token
  definitions removed.
- button-bg-ghost-hover's dark value still references "fg-inverse"
  internally; rewritten to "bg-gray-800 text-inverse" so the cleanup
  doesn't break that utility.
- _generated.css regenerated. 42 utility blocks now (was 50).

Lookbook tokens preview:
- The Text & foregrounds section dropped its split between text-*
  (canonical) and fg-* (legacy). Now a single section listing the
  five text-* utilities. The "(legacy)" framing is gone since there's
  no legacy left.

README:
- design/tokens/README.md's button-bg-ghost-hover edge-case example
  updated to reflect the new "bg-gray-800 text-inverse" dark value.

Visual review needed in dark mode:
- Anywhere icons use the application_helper#icon helper with
  color: "default" (most icons in the app). The default class moved
  from fg-gray (gray-400 dark) to text-secondary (gray-300 dark), so
  default-color icons render slightly lighter in dark mode.
- DS::Buttonish icons in secondary buttons (same shade shift).
- DS::Link icons (same).
- Time series chart axes (same).
- All tooltips, account add flow, settings hostings buttons,
  invitations, AI consent, family export, danger-zone buttons --
  these used fg-inverse, which is identical to text-inverse, so no
  visual change expected.

* fix(design-system): use inverse pair on tooltips for readable dark mode

* fix(lookbook): use semantic tokens in menu preview header text

* fix(lookbook): set text-primary on layout body so previews inherit theme

* fix(design-system): keep shadows dark-toned in dark mode

Inverting shadows to white|8% on dark surfaces produces a halo
effect rather than an elevation cue, and stacks redundantly with
the alpha-white 1px ring already in shadow-border-*.

Switch dark-mode shadows to black at progressively higher alpha
(25%/30%/35%/40%/50% for xs..xl) so they read as actual cast
shadows on near-black surfaces. Surface-tint differences and the
existing alpha-white border ring continue to handle elevation
hierarchy and edge definition.

Approach matches Material 3, Apple HIG, IBM Carbon, Refactoring UI,
and the dark-mode shadows used in Linear/Vercel/Stripe.

* fix(design-system): set text-primary on DS::Dialog element

Browser UA stylesheets apply color: black directly to <dialog>,
which overrides ancestor inheritance even when a body or html
ancestor sets a theme-aware color. Unstyled child content then
renders black regardless of theme.

Setting text-primary on the dialog element itself defeats the UA
override and lets descendants inherit the semantic token.

* fix(lookbook): use shadow css vars in effects preview so dark theme renders

* Revert "fix(design-system): keep shadows dark-toned in dark mode"

This reverts commit 3e9d76ed0b.

* fix(design-system): use opacity-70 instead of text-inverse/70 in value tooltip

The custom @utility text-inverse expands to @apply text-white and
isn't modifier-aware, so text-inverse/70 produced no CSS at all and
the muted labels fell through to inherited color (invisible on the
white pill in dark mode).

Replace with text-inverse + opacity-70. Same visual effect, works
with the existing utility definition.
2026-05-04 00:50:52 +02:00
Juan José Mata
5706280dd7 More rebranding changes (#159)
* Replace Maybe for Sure in select code areas

* Make sure passwords are consistent

* Remove (admin|member) from demo data first name

* Database and schema names finally to `sure`

* Fix broken test

* Another (benchmarking) database name to `sure_*`

* More rebranding to Sure

* Missed this Maybe mention in the same page

* Random nitpicks and more Maybes

* Demo data accounts and more Maybes

* Test data account updates

* Impersonation test accounts

* Consistency with `compose.example.yml`
2025-09-24 00:19:51 +02:00
Juan José Mata
5d6915a994 Add OpenAI token configuration to self-hosting settings (#122)
* feat: add OpenAI settings partial
2025-08-23 08:04:59 +02:00
Eran Avidor
ba7e8d3893 Fix/design system violations (#2422)
* fix: replace hardcoded bg-white with bg-container in notification notice

* fix: replace hardcoded text-white with fg-inverse in notification CTA

* fix: replace hardcoded text-white with fg-inverse in text tooltip

* fix: replace hardcoded bg-gray-900 text-white with bg-inverse fg-inverse in invitations form

* fix: replace hardcoded bg-gray-800 text-white with bg-inverse fg-inverse in AI consent form

* fix: replace hardcoded text-white with fg-inverse in changelog page

* fix: replace hardcoded text-white and border-gray-500 with fg-inverse and border-secondary in investment tooltip

* fix: replace hardcoded text-white with fg-inverse in holdings missing price tooltip

* fix: replace hardcoded text-white and bg-gray-400 with fg-inverse and bg-surface-inset in settings profiles

* fix: replace hardcoded bg-orange-500 text-white with bg-yellow-600 fg-inverse in settings hosting danger zone

---------

Co-authored-by: Eran Avidor <eavidor@Eran-Avidor-MBP.lan>
2025-07-01 13:53:36 -04:00
Zach Gollwitzer
1e1ed5ca45 Light / dark assistant icon 2025-05-02 11:36:32 -04:00
Zach Gollwitzer
90a9546f32 Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Guilherme Mena
210b89cd17 Improve dark mode styles across multiple pages (#2125)
* fix: improve dark mode readability across the app

* fix: improve dark mode support for asset percentage text

* fix: apply suggested patch for theme-related improvements

* chore: apply PR feedback – remove dark:, align with design tokens, update form builder

* chore: revert background token and restore original style for visual consistency

* chore: remove unnecessary class attributes from form fields using builder

* refactor: move number_field and date_field into metaprogramming block

* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary

* fix: apply requested changes and linting fixes
2025-04-23 09:42:30 -04:00
Josh Pigford
88a6373e84 Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
2f6b11c18f Personal finance AI (v1) (#2022)
* AI sidebar

* Add chat and message models with associations

* Implement AI chat functionality with sidebar and messaging system

- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method

* Refactor AI sidebar with enhanced chat menu and interactions

- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints

* Improve chat scroll behavior and message styling

- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views

* Extract AI avatar to a shared partial for consistent styling

- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views

* Update sidebar controller to handle right panel width dynamically

- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])

* Refactor chat form and AI greeting with flexible partials

- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication

* Add chat clearing functionality with dynamic menu options

- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options

* Add frontmatter to project structure documentation

- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering

* Update general project rules with additional guidelines

- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices

* Add OpenAI gem and AI-friendly data representations

- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions

* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities

- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant

* Refactor AI sidebar and chat layout with improved structure and comments

- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure

* Add Markdown rendering support for AI chat messages

- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet

* Missing comma

* Enhance AI response processing with chat history context

* Improve AI debug logging with payload size limits and internal message flag

* Enhance AI chat interaction with improved thinking indicator and scrolling behavior

* Add AI consent and enable/disable functionality for AI chat

* Upgrade Biome and refactor JavaScript template literals

- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json

* Add beta testing usage note to AI consent modal

* Update test fixtures and configurations for AI chat functionality

- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context

* Simplify data model and get tests passing

* Remove structure.mdc from version control

* Integrate AI chat styles into existing prose pattern

* Match Figma design spec, implement Turbo frames and actions for chats controller

* AI rules refresh

* Consolidate Stimulus controllers, thinking state, controllers, and views

* Naming, domain alignment

* Reset migrations

* Improve data model to support tool calls and message types

* Tool calling tests and fixtures

* Tool call implementation and test

* Get assistant test working again

* Test updates

* Process tool calls within provider

* Chat UI back to working state again

* Remove stale code

* Tests passing

* Update openai class naming to avoid conflicts

* Reconfigure test env

* Rebuild gemfile

* Fix naming conflicts for ChatResponse

* Message styles

* Use OpenAI conversation state management

* Assistant function base implementation

* Add back thinking messages, clean up error handling for chat

* Fix sync error when security price has bad data from provider

* Add balance sheet function to assistant

* Add better function calling error visibility

* Add income statement function

* Simplify and clean up "thinking" interactions with Turbo frames

* Remove stale data definitions from functions

* Ensure VCR fixtures working with latest code

* basic stream implementation

* Get streaming working

* Make AI sidebar wider when left sidebar is collapsed

* Get tests working with streaming responses

* Centralize provider error handling

* Provider data boundaries

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-03-28 13:08:22 -04:00