Resolve merge conflicts in investment summary/performance views where main's
grid layout refactoring conflicted with privacy-sensitive class additions.
Also add privacy-sensitive to transaction list amounts, transaction detail
header, and sankey cashflow chart containers.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* Add budget rollover: copy from previous month
When navigating to an uninitialized budget month, show a prompt
offering to copy amounts from the most recent initialized budget.
Copies budgeted_spending, expected_income, and all matching category
allocations. Also fixes over-allocation warning showing on uninitialized
budgets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Redirect copy_previous to categories wizard for review
Matches the normal budget setup flow (edit → categories → show)
so users can review/tweak copied allocations before confirming.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Address code review: eager-load categories, guard against overwrite
- Add .includes(:budget_categories) to most_recent_initialized_budget
to avoid N+1 when copy_from! iterates source categories
- Guard copy_previous action against overwriting already-initialized
budgets (prevents crafted POST from clobbering existing data)
- Add i18n key for already_initialized flash message
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Add invariant guards to copy_from! for defensive safety
Validate that source budget belongs to the same family and precedes
the target budget before copying. Protects against misuse from
other callers beyond the controller.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* Fix button overflow on small screens in copy previous prompt
Stack buttons vertically on mobile, side-by-side on sm+ breakpoint.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
- Stimulus controller on global layout (persists across all pages)
- CSS blur effect on .privacy-sensitive elements (8px active, 4px on hover)
- localStorage persistence survives page navigations
- Toggle button on dashboard with aria-pressed for accessibility
- Applied to 28+ views: accounts, budgets, transactions, reports, etc.
Fixes: UTF-8 encoding, global controller mount, aria-pressed attribute
* feat: re-apply PWA changes from previous PR
* feat: adjust padding on pages for mobile
* fix: Add position relative to netWorthChart to avoid overflow issues on mobile
* fix: Add safe-area to progress bar
* feat: add missing class on html
* fix: Replace touch-none with overscroll-none
* First reporting version
* Fixes for all tabs
* Transactions table
* Budget section re-design
* FIX exports
Fix transactions table aggregation
* Add support for google sheets
Remove pdf and xlsx for now
* Multiple fixes
- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown
* Linter and tests
* Fix amounts
- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision
* Update Gemfile.lock
* Add support for api-key on reports
Also fix custom date filter
* Review fixes
* Move budget status calculations out of the view.
* fix ensures that quarterly reports end at the quarter boundary
* Fix bugdet days remaining
Fix raw css style
* Fix test
* Implement google sheets properly with hotwire
* Improve UX on period comparison
* FIX csv export for non API key auth
* Use rounded-full on budget allocation bar
* Fix backgrounds when balance sheet groups are open
* Add rulers between accounts and classification groups in balance sheet and account groups views.
* Create shared ruler view
* Use collection rendering/spacer templates for rules, and new shared_ruler
* Use shared ruler for all the places a ruler is used
* Use shared ruler for imports and balance sheet
* Fix brakeman by using a static partial with a defined collection
* Update balance sheet
* 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
* 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
* 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
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
* 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
