Commit Graph

10 Commits

Author SHA1 Message Date
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
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
Alex Hatzenbuhler
341a800b65 Improve dashboard/account charts and tooltips (#2157)
* Improve net worth hover

* Improve graph tooltip

* Use locales files for some text on net worth and account charts

* Consolidate and simplify trend change between net worth and account charts

* Fix test and self-review stuff

* Clean up some stuff on the holding sidebar
2025-04-28 14:57:32 -04:00
Zach Gollwitzer
c610b0ba4b Dashboard design fixes (#1898)
* Dashboard design fixes

* Update dashboard greeting

* Remove sidebar toggle from settings breadcrumbs

* Autofocus and outlines for category dropdowns

* Lint fixes
2025-02-25 17:28:40 -05:00
Zach Gollwitzer
d75be2282b New Design System + Codebase Refresh (#1823)
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.

Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:

- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
849c58dd3e Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
3140835f28 Adjust queues to prioritize account syncs (#1682) 2025-01-24 13:39:08 -05:00
Josh Brown
1f6e83ee91 Add pie chart for asset/debt allocation in dashboard view (#666)
* Add pie chart for asset/debt allocation in dashboard view

* Fix lint issue

* Fix z-index issue with tooltip under pie chart

* Fix spacing of dashboard charts
2024-04-23 12:05:18 -04:00
Jose Farias
49b603f478 Flesh out D3 time series charts (#657)
* Reindent TimeSeries classes

* Fix spacing in time series tests

* Remove trend tests where current is nil

I think if we've gotten this far with a nil value for current, there's a data integrity problem.

If we allow this, we'll have to be very defensive in our code. Best to raise and fix early.

* Reindent Money class

* Refactor TimeSeries artifacts

* Use as_json in TimeSeries

* Bring back tests for trends where current is nil

* Bring back trend test

* Correctly enumerate trend test

* Use favorable_direction for trend_styles helper

* Make trend public in TimeSeries::Value

* Allow nil current values in trends

I think I might've gotten it wrong before, nils might appear in trends if values are unavailable for snapshots

* Clean up TimeSeries::Trend

* Skip trend values same class validations if any values are nil

* Refactor Money

* Remove object parsing in TimeSeries::Value

We're only every passing hashes

* Refactor trendline chart controller into a time series chart controller

* Replace trendline controller

* Implement empty state

* Port line-chart controller into time-series-chart

* Split out methods

* Group similar time series chart functionality

* Fix indicator color

* Fix empty state in time series chart

* Replace line-chart controller with time-series-chart controller

* Draw empty time series chart if less than 2 data points

* Fix favorable direction serialization

* Handle integers as well as money

* Fix favorable direction serialization

* Replace chart types with optional elements

* Prevent double-renders when displaying turbo caches of time series charts

* Remove ambiguities between time series and series data

* Improve time series chart property names

* Clean up tooltip template

* Match tooltip designs

* Apply trendline gradient

* Implement trendline split behavior

* Use same stroke width on all trend lines

* Sort time series data by date

* Support percentages

* Use data color for guideline circles

* Revert "Use data color for guideline circles"

This reverts commit f239a1e00f84ae28e32f48315d67cf990e541a8a.

* Use expected defaults for time series chart

* Include day in time-series chart x-axis labels

* favorableDirection -> favorable_direction

* data -> datum where appropriate

* Hide change data in tooltip for percentages
2024-04-22 13:44:26 -04:00
Zach Gollwitzer
f5f624881f Add placeholders for dashboard features (#642)
* Add placeholders for new dashboard

* Fix tests and lint errors
2024-04-18 10:32:36 -04:00