Commit Graph

14 Commits

Author SHA1 Message Date
Guillem Arias Fauste
77dda53ffb feat(ds): one canonical focus ring across primitives (#2140)
* feat(ds): one canonical focus ring across primitives (#2136)

Replaces the grab-bag of per-primitive focus indicators (neutral
ring-alpha-black/white, outline-gray-900/white, faint form-field ring-4)
with a single recipe — the #1737 accessibility follow-up.

- New --color-focus-ring token: blue-600 (light) / blue-500 (dark),
  >=4:1 against both surfaces.
- Canonical .focus-ring / .focus-ring-within in components.css: a 2px
  outline + 2px offset on :focus-visible only. Outline (not a box-shadow
  ring) so the offset gap is transparent on any surface with no layout
  shift; :focus-visible so it never shows for mouse/touch.
- Applied to every focusable DS primitive: Button (had none), Link,
  Disclosure summary, Tabs nav, MenuItem (replaces the browser-default
  box), SearchInput, Tooltip trigger, Popover trigger, Select panel
  (focus-within), Toggle (peer-driven outline-focus-ring). .form-field
  adopts it via :focus-within, replacing the ~1:1 ring-4.
- Dialog close button is a DS::Button icon variant, so it inherits the
  focus-visible-only ring and keeps no resting border (fixes "stuck ring").

Verified in-browser, light+dark: focus-visible ring on button, input, and
full-width menu row — consistent blue 2px+offset, legible on both surfaces.

Remaining follow-up: >=44px touch targets (disclosure trigger, composer
send); bespoke notification / account-new close buttons that still carry a
permanent border.

* fix(ds): #2136 interactive-state follow-ups — touch target + close-button chrome

- Disclosure default trigger: add min-h-11 (44px) so the standalone disclosure
  summary clears the touch-target minimum (was px-3 py-2 ~36px). Composer send +
  the coming-soon icons are already DS::Button icon/md (w-11 h-11).
- Notification close buttons (sync_toast, notice): drop the resting
  border-alpha-black-50 box ("frame shouts, glyph muted"); keep a bg-container +
  shadow-xs chip so the corner control stays visible over the page, and brighten
  the muted glyph on hover (text-subdued -> hover:text-primary).

* refactor(ds): focus ring -> neutral hugging box-shadow (was blue outline)

Per design feedback: the blue 2px outline + 2px offset read as a loud,
detached frame on the otherwise-neutral UI. Switch the canonical .focus-ring
to a soft box-shadow ring that hugs the control (follows border-radius, no
gap), in the theme-aware neutral focus-ring token (alpha-black/white-400).
Transparent outline kept as a forced-colors fallback; toggle peer-driver
switched from outline-* to ring-* to match. Still one token, :focus-visible
only. Strength is tunable (currently subtle ~1.5:1).

* fix(ds): focus ring vanished on shadowed controls — outline, not box-shadow

The neutral box-shadow ring lived in the components layer, so any utility-layer
shadow-* (or .form-field's focus-within:shadow-none) on the same element
overrode it and the ring silently disappeared on shadowed buttons/inputs. Draw
the same subtle neutral ring with a hugging `outline` (outline-offset: 0)
instead — a separate property with no box-shadow conflict, and it doubles as the
forced-colors indicator. Toggle peer-driver switched ring-* -> outline-* to
match. Look is unchanged (neutral, hugging, subtle); it just no longer vanishes.

* fix(a11y): enlarge sync-toast close-button touch target (p-0.5 -> p-1.5)

The hover-revealed close button had ~2px padding around a 20px icon (~24px
total), at the WCAG 2.5.8 AAA boundary. p-1.5 brings the interactive area to
~32px. Addresses CodeRabbit review on #2140.

* fix(ds): keep form-field's resting halo; stop the outline color flash

Two testing findings:

- .form-field reverts to its original always-on soft ring
  (focus-within ring-4 at low alpha, theme-aware) instead of adopting
  the keyboard-only outline. It's a resting decoration, not a focus
  indicator, and the lower-opacity halo was the better look. The
  canonical block's comment documents the deliberate opt-out.

- .focus-ring/.focus-ring-within now carry a base transparent 2px
  outline so consumers with transition-all (form-field had it) animate
  transparent -> token on focus instead of passing through
  currentColor, which flashed as a black border appearing and then
  fading out.

* feat(ds): focus-ring token clears WCAG 3:1 non-text contrast

alpha-black-400 (20%) measured ~1.6:1 against white — visible but below
the AA bar for focus indicators. Bump to the 700 stop (50%): ~3.95:1 on
light containers, ~4.6:1 on dark. Recipe unchanged; one token edit via
tokens:build.

* fix(ds): ring the hand-rolled privacy toggle too

The header pair showed two different focus treatments: panel-right (a
DS::Button) got the new token ring while the hand-rolled privacy
toggle next to it fell back to the browser-default ring — the sweep
covered DS primitives but not bespoke buttons. Both privacy toggles
(mobile + desktop) now carry .focus-ring.

Also documents the transition interplay on the focused-state rule:
consumers with transition-colors fade the ring in over 150ms because
Tailwind v4's color transition list includes outline-color. Verified
settled value at the intended 50% alpha via Playwright.

* fix(ds): ring the sidebar and settings nav links

The reshoot caught both nav species falling back to the browser's blue
default ring — main sidebar items and settings nav items are bespoke
link_to markup the primitive sweep missed, and they're the primary
keyboard path in the app. Both adopt .focus-ring (main nav adds
rounded-lg so the outline follows a shape).

* fix(ds): retire the legacy base-layer button ring for the canonical outline

The @layer base button rule still painted a ring-2 ring-offset-2
box-shadow on :focus-visible. Box-shadow and outline are independent
properties, so .focus-ring (an outline) could never clear it and every
button-tag primitive double-painted both indicators on keyboard focus.

Apply the canonical recipe to the base button rule itself: every
<button> now gets the transparent resting outline + focus-ring token on
:focus-visible by default.

Two bespoke buttons suppressed the outline with focus:outline-none and
relied on the base ring for their keyboard indicator (category dropdown
rows, the sign-up password toggle). Drop the suppression so they pick
up the canonical outline — :focus-visible keeps it keyboard-only, which
is what the suppression was protecting against anyway.

* fix(ds): segmented control adopts the canonical focus recipe

The segment rule inlined its own focus-visible outline (offset 2,
alpha-400 colors) with a comment noting it was temporary until the
canonical token landed — this branch is that token. Drop the inlined
utilities: button segments get the outline from the base button rule,
and link segments now carry .focus-ring.
2026-06-11 16:05:13 +02:00
Guillem Arias Fauste
a461ff97bb fix(sync-toast): morph refresh, defer behind modals, DS conformance (#2105)
* fix(sync-toast): morph refresh, defer behind modals, DS conformance

Follow-up to #1964 (addresses #2071).

- Refresh via Turbo morph visit instead of window.location.reload, so
  scroll position and data-turbo-permanent elements (the AI chat panel)
  survive and there is no white flash.
- Defer the toast while a <dialog> is open and reveal it on close. A
  refresh mid-modal closes the dialog and discards its in-progress input,
  which is the exact data loss this toast exists to prevent. Handles
  stacked modals.
- Refresh CTA and close button now use DS::Button (secondary / icon). The
  close is always visible, inside the card, focusable, and has an
  aria-label; the old hover-only corner chip was unreachable on touch and
  not keyboard-focusable.
- Add role="status" / aria-live="polite" to the toast.
- Fix icon color: "inverse" is not a key in the icon helper color map, so
  it silently rendered no color class (dark icon on bg-info). Use "white",
  which maps to the functional text-inverse token.
- Tighten copy: "New data available" / "Refresh".
- Sync the broadcast comment with the actual replace/morph behavior.

* fix(sync-toast): detach deferred dialog listener on disconnect

A toast replaced by a newer broadcast_replace_to while a <dialog> was open kept
its 'close' listener attached, so the detached controller fired #reveal()/#arm()
when the dialog closed — a spurious auto-refresh from a stale toast (and repeated
syncs could queue several). Store the dialog + handler refs and remove the
listener in disconnect(). Flagged by codex + coderabbit on #2105.

* fix(sync-toast): re-check interaction and dialogs at refresh-fire time

The interaction check ran once at arm time but the refresh fired two
seconds later. The post-dialog reveal made that window matter: the user
closes a dialog sitting on a form, resumes typing, and the timer morphs
the page — wiping non-turbo-permanent input, the exact data-loss class
this toast exists to prevent. A dialog opened during the window had the
mirror problem (the refresh would close it).

Bail inside the callback instead, leaving the toast visible for a
manual refresh, matching the mid-form behavior. Also documents the
dialog-removed-without-close edge on the deferred listener.
2026-06-06 17:02:26 +02:00
Abhinav Dhiman
cc070853b7 fix: Replace platform-wide broadcast_refresh with sync toast (#1964)
* fix: Replace platform-wide broadcast_refresh with sync toast

Instead of calling family.broadcast_refresh on every sync completion
(which reloads the page for all connected family members), broadcast
a lightweight static toast to the existing notification-tray.

A new sync-toast Stimulus controller handles two cases:
- User is idle (no focused form): auto-reloads after 500ms
- User is mid-form: toast stays visible with a manual Refresh button

This prevents in-progress form state from being wiped when a background
sync fires (e.g. adding a transaction, filling an import form).

The toast partial contains no user-scoped data, so the Current.user nil
constraint in background jobs is no longer a concern.

* fix(a11y): add explicit button types and aria-label to sync toast controls

* fix(sync-toast): improve interaction detection and replace broadcast strategy

- Increase auto-refresh delay from 500ms to 2000ms
- Expand interaction detection to include contentEditable, dialogs, and role="dialog" elements
- Switch from broadcast_append_to to broadcast_replace_to with dedicated #sync-toast target
- Add explicit id="sync-toast" to partial for targeted replacement
- Move sync_toast i18n keys from defaults/en.yml to views/shared/en.yml

* fix(sync-toast): replace hardcoded white icon color with inverse token
2026-05-31 16:05:54 +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 3e9d76ed0beb5ac5f2acbad61e4d1c39eadc9ac2.

* 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
soky srm
4a29d030af Initial enable banking implementation (#382)
* Initial enable banking implementation

* Handle multiple connections

* Amount fixes

* Account type mapping

* Add option to skip accounts

* Update schema.rb

* Transaction fixes

* Provider fixes

* FIX account identifier

* FIX support unlinking

* UI style fixes

* FIX safe redirect and brakeman issue

* FIX

- pagination max fix
- wrap crud in transaction logic

* FIX api uid access

- The Enable Banking API expects the UUID (uid from the API response) to fetch balances/transactions, not the identification_hash

* FIX add new connection

* FIX erb code

* Alert/notice box overflow protection

* Give alert/notification boxes room to grow (3 lines max)

* Add "Enable Banking (beta)" to `/settings/bank_sync`

* Make Enable Banking section collapsible like all others

* Add callback hint to error message

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-29 13:31:08 +01:00
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
aecb5aafd8 Pass transactions cursor when fetching plaid transactions 2025-05-24 17:41:14 -04:00
Zach Gollwitzer
10dd9e061a Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00
Zach Gollwitzer
a67f36bf64 Prevent account deletions when account is linked to a Plaid Item (#2218)
* Prevent account deletions when account is linked to a Plaid Item

* Only guard deletions in UI and controller, not at model level
2025-05-07 13:56:20 -04:00
Zach Gollwitzer
a51c4d2cba New onboarding, trials, Stripe integration (#2185)
* New onboarding, trials, Stripe integration

* Fix tests

* Lint fixes

* Fix subscription endpoints
2025-05-01 16:47:14 -04:00
Josh Pigford
9a291edbc8 Fix loading notification rendering and update loading component background class
Fixes #2141
2025-05-01 09:38:51 -05:00
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
neo773
04ee1e73be Fix dark mode support and improve notification/MFA UI (#2126)
* Fix dark mode support and improve notification/MFA UI"

* hide auth tabs on mfa/verify
2025-04-18 13:56:44 -05:00
Zach Gollwitzer
297a695d0f Transaction rules engine V1 (#1900)
* Domain model sketch

* Scaffold out rules domain

* Migrations

* Remove existing data enrichment for clean slate

* Sketch out business logic and basic tests

* Simplify rule scope building and action executions

* Get generator working again

* Basic implementation + tests

* Remove manual merchant management (rules will replace)

* Revert "Remove manual merchant management (rules will replace)"

This reverts commit 83dcbd9ff0aa7bbee211796b71aa48b71df5e57e.

* Family and Provider merchants model

* Fix brakeman warnings

* Fix notification loader

* Update notification position

* Add Rule action and condition registries

* Rule form with compound conditions and tests

* Split out notification types, add CTA type

* Rules form builder and Stimulus controller

* Clean up rule registry domain

* Clean up rules stimulus controller

* CTA message for rule when user changes transaction category

* Fix tests

* Lint updates

* Centralize notifications in Notifiable concern

* Implement category rule prompts with auto backoff and option to disable

* Fix layout bug caused by merge conflict

* Initialize rule with correct action for category CTA

* Add rule deletions, get rules working

* Complete dynamic rule form, split Stimulus controllers by resource

* Fix failing tests

* Change test password to avoid chromium conflicts

* Update integration tests

* Centralize all test password references

* Add re-apply rule action

* Rule confirm modal

* Run migrations

* Trigger rule notification after inline category updates

* Clean up rule styles

* Basic attribute locking for rules

* Apply attribute locks on user edits

* Log data enrichments, only apply rules to unlocked attributes

* Fix merge errors

* Additional merge conflict fixes

* Form UI improvements, ignore attribute locks on manual rule application

* Batch AI auto-categorization of transactions

* Auto merchant detection, ai enrichment in batches

* Fix Plaid merchant assignments

* Plaid category matching

* Cleanup 1

* Test cleanup

* Remove stale route

* Fix desktop chat UI issues

* Fix mobile nav styling issues
2025-04-18 11:39:58 -04:00