Commit Graph

70 Commits

Author SHA1 Message Date
Zach Gollwitzer
fb7107d614 feature(dark mode): misc design fixes (#2215)
* Fix category dark mode styles

* Fix sidebar account tab states

* Fix dashboard balance sheet group styles

* Fix budget dark mode styles

* Fix chart gradient split

* Fix prose styles in dark mode

* Add back chat nav id for tests
2025-05-07 09:26:06 -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
Zach Gollwitzer
d8cf35eca7 Mobile layout fixes (#2179)
* Consolidate safe area padding

* Fix chat overflow on mobile
2025-04-30 22:24:13 -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
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
neo773
65e1bc6edd Feature: Implement Mobile Responsiveness (#2092)
* WIP

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* format

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* WIP

* WIP

* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
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
Josh Pigford
2a505b000c Fix for unnecessary CSS file 2025-03-28 15:35:26 -05:00
Nick Ostrovsky
f8d64561cf Fix Account Groups wrapping in Balace Sheet (#2010) 2025-03-21 13:18:12 -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
Josh Pigford
a4874815a6 Add breadcrumbs support across application (#1897)
* Add breadcrumbs support across application

Fixes #1896

* Potential fix for tests

* Simplify breadcrumbs implementation

Remove complex breadcrumbs logic from controllers and concern, replacing with a simpler default approach that sets a basic breadcrumb based on the current controller name

* Refactor page header and breadcrumbs rendering

Remove complex breadcrumbs helper method and update layout to use more flexible content_for approach for page headers and breadcrumbs

* Add fallback breadcrumbs rendering to settings layout
2025-02-25 10:14:07 -06:00
Josh Pigford
ce12e5b5c7 Remove inter-font from early access layout 2025-02-21 11:45:57 -06:00
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
a82c0303ce Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Zach Gollwitzer
2c2b600163 Improve speed of transactions page (#1752)
* Make demo data more realistic

* Fix N+1 transactions query

* Lint fixes

* Totals query

* Consolidate stats calcs

* Fix preload

* Fix filter clearing

* Fix N+1 queries for family sync detection

* Reduce queries for rendering transfers

* Fix tests

* Remove flaky test
2025-01-31 19:08:21 -05:00
Zach Gollwitzer
3140835f28 Adjust queues to prioritize account syncs (#1682) 2025-01-24 13:39:08 -05:00
tlink
ae9287ec9b FIX: correct display of percentages (#1622)
* FIX: correct display of percentages

* FIX: correct display of percentages

* FIX: correct display of percentages
2025-01-17 11:21:00 -05:00
Zach Gollwitzer
307a3687e8 Transfer and Payment auto-matching, model and UI improvements (#1585)
* Transfer data model migration

* Transfers and payment modeling and UI improvements

* Fix CI

* Transfer matching flow

* Better UI for transfers

* Auto transfer matching, approve, reject flow

* Mark transfers created from form as confirmed

* Account filtering

* Excluded rejected transfers from calculations

* Calculation tweaks with transfer exclusions

* Clean up migration
2025-01-07 09:41:24 -05:00
Nikhil Badyal
13bec4599f Handle invalid API key (#1515)
* Handle invalid API key

* Show error on invalid API key
2024-12-03 14:06:59 -05:00
Josh Pigford
565103caf3 Updated domain to maybefinance.com 2024-12-03 11:09:57 -06:00
Josh Pigford
a9b61a655b Synth error handling (#1502)
* Synth error handling

* Revert "Synth error handling"

This reverts commit fd6a0a12b49eee23ad8d7473ef15c12cf425e0c4.

* Simplify overage messaging
2024-11-26 07:45:00 -06:00
Tony Vincent
e434ed0e1f Add text-overflow: ellipsis property for account name display (#1431) 2024-11-07 08:42:51 -06:00
Zach Gollwitzer
65db49273c Account Activity View + Account Forms (#1406)
* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
6baffe7539 Beta Testing Round 3 Bug Fixes (#1357)
* Clean up env example files

* Fix duplicate category creations

* Fix duplicate tag and merchant creation

* Add initial valuation to imported accounts

* Add upgrade modal prompt

* Don't hide content on billing page

* Add temporary session for new customers

* Lint fixes

* Fix unused translations

* Fix system tests
2024-10-24 11:02:27 -04:00
Zach Gollwitzer
e8e100e1d8 Rework account views and addition flow (#1324)
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
2024-10-18 14:37:42 -04:00
Guillem Arias Fauste
7f4c1755ef add dashboard account pill tooltips (#1315)
* add dashboard account pill tooltips

* Update app/views/shared/_text_tooltip.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>

---------

Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
2024-10-16 13:14:43 -04:00
Tony Vincent
76decc06c3 Maintain order (#1318) 2024-10-16 12:09:52 -04:00
Aaron Meese
34ebd96c4c fix: default value if user's name isn't set (#1262)
* fix: default value if user's name isn't set

* chore: matched code style

* fix: i18n key for fallback greeting

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-10 18:03:47 -04:00
Arsen Shkrumelyak
77fc5caecf Minor improvements to categories & changelog pages (#1274)
* ui: change category badge border color

* ui/ux: use author's name in changelog

* ui: badge border 25% -> 30%
2024-10-10 16:00:35 -04:00
Josh Pigford
f5cb13b42f Padding tweak 2024-10-09 13:20:36 -05:00
Josh Pigford
3893060f8e Early access (#1272)
* Stubbing in early access

* Styling

* Title tweak

* Early access tweaks

Also removed the allow_browser helper as it tends to cause more headaches than we really care about at this point

* Lint
2024-10-09 13:17:58 -05:00
Zach Gollwitzer
54596d51f7 Fix account pill on dashboard (#1270) 2024-10-09 11:38:34 -04:00
Josh Pigford
31f3ff6a16 Billing (#1269)
* Change env SELF_HOSTING_ENABLED to SELF_HOSTED

* Initial Stripe implementation

* Fix portal link

* Use webhook signatures

* Migrated to new Stripe gem conventions

Also updated resource routing

* Added faraday-multipart gem to resolve middleware notice

* Merge fix

* Merge fix

* Temporary upgrade prompt for early access

* Lint fix

* i18n fixes

* Remove catch-all rescue

* Update .env.example
2024-10-08 14:37:47 -05:00
Zach Gollwitzer
2f6479f058 Add empty states to account summary page (#1265)
* Add empty states to account summary page

* Liability icon fix

* Normalize translations

* Clean up modal styles

* Account color updates

* Lint fixes

* Test fix
2024-10-08 13:00:35 -04:00
Josh Pigford
ffd54e4065 Intercom integration (#1267)
* Intercom integration

Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.

* Update app/views/layouts/_sidebar.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Update app/views/pages/feedback.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Family = Company in Intercom

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-08 10:50:49 -05:00
Zach Gollwitzer
c397f1bd2b Hide infinity trend percentage changes (#1261) 2024-10-07 16:20:36 -04:00
Zach Gollwitzer
398b246965 CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00
Zach Gollwitzer
ac0ff35360 Update empty account states on dashboard (#1166)
* Update empty account states on dashboard

* Translations
2024-09-10 17:17:10 -04:00
Zach Gollwitzer
eebc07d75e Feedback page (#1160)
* Add feedback page

* Only show latest release on changelog

* Constrain changelog height

* Ignore sanitization warning for Github content

* Add cassette for Github release notes

* Lint fix
2024-09-09 16:54:56 -04:00
Zach Gollwitzer
c05ee9b572 Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Zach Gollwitzer
e05f03b314 Allow user to add buy and sell trade transactions for investment accounts (#1066)
* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
2024-08-09 11:22:57 -04:00
Zach Gollwitzer
701e17829d Fix currency formatting in pie chart visualization (#1022) 2024-07-26 10:36:29 -04:00
Zach Gollwitzer
e51806b98b More composable forms (#989)
* Make forms more composable, opt-in to form builder

* Remove unused method

* Simpler money input controls

* Add in new form styling to imports

* Lint fixes

* Small tweak of multi select styles
2024-07-16 14:08:24 -04:00
Zach Gollwitzer
c3314e62d1 Account::Entry Delegated Type (namespace updates part 7) (#923)
* Initial entryable models

* Update transfer and tests

* Update transaction controllers and tests

* Update sync process to use new entries model

* Get dashboard working again

* Update transfers, imports, and accounts to use Account::Entry

* Update system tests

* Consolidate transaction management into entries controller

* Add permitted partial key helper

* Move account transactions list to entries controller

* Delegate transaction entries search

* Move transfer relation to entry

* Update bulk transaction management flows to use entries

* Remove test code

* Test fix attempt

* Update demo data script

* Consolidate remaining transaction partials to entries

* Consolidate valuations controller to entries controller

* Lint fix

* Remove unused files, additional cleanup

* Add back valuation creation

* Make migrations fully reversible

* Stale routes cleanup

* Migrations reversible fix

* Move types to entryable concern

* Fix search when no entries found

* Remove more unused code
2024-07-01 10:49:43 -04:00
Zach Gollwitzer
da18c3d850 Account namespace updates: part 6 (transactions) (#904)
* Move Transaction to Account namespace

* Fix improper routes, improve separation of concerns

* Replace account transactions list partial with view

* Remove logs

* Consolidate transaction views

* Remove unused code

* Transfer style tweaks

* Remove more unused code

* Add back totals by currency helper
2024-06-24 11:58:39 -04:00
Jakub Kottnauer
a5212f0f5e Unify submit button styles and change cursor on account group (#905) 2024-06-24 06:49:08 -04:00
Mattia
5da34c4609 Changelog page that pulls from Github Release notes (#867)
* Changelog page that pulls from Github Release notes

* Review changelog page styles

* Move changelog page title to i18n translations
2024-06-14 16:40:50 -04:00
Zach Gollwitzer
c5704ffd45 Improve account internal linking and redirect behavior (#864)
* Fix transaction row link and overflow

* Allow user to access imports from account page

* Clean up accounts controller, add link to account page from settings

* Add link to accounts management from accounts summary page

* Cleanup styles
2024-06-11 18:47:38 -04:00