Commit Graph

2864 Commits

Author SHA1 Message Date
Guillem Arias
839d6b36ad fix(retirement): isolate retirement goals from savings goal routes
Addresses Codex P2 on #2044. A Goal::Retirement row lives in
Current.family.goals, so the shared GoalsController and
GoalPledgesController loaded it through `family.goals.find(...)` —
never calling Goal::Retirement#editable_by?. Any preview-enabled
family member could therefore open /goals/:id and edit/archive/delete
another member's owner-scoped retirement plan, hit its pledge routes,
and see it listed in the savings Goals grid.

Adds `Goal.savings` (base type only) and scopes both savings
controllers to it, so retirement goals are unreachable through the
shared routes (RecordNotFound -> goals_path redirect) and absent from
the savings index. Owner-only retirement access stays in
RetirementController; editable_by? is retained for it.

Tests: savings scope excludes retirement; retirement goal absent from
goals index; show + pledge routes redirect not-found for retirement.

(The Codex schema.rb null:false finding is a false positive — this
branch's schema.rb retains null:false on all IBKR payload columns and
the diff vs the base branch touches no IBKR lines; Codex compared
against main rather than the PR base.)
2026-05-29 10:25:05 +02:00
Guillem Arias
ca73a2f389 feat(retirement): PR1 scaffold + preview-gated /retirement page
Lays the foundation for Retirement v2 as a preview feature stacked on
Goals v2. Math, lens UI, pension sources and bucket all defer to later
PRs; this PR ships only the data-model spine and a placeholder landing.

- STI on goals: add `type` (default "Goal") + `user_id` columns;
  partial index for `Goal::Retirement` rows; check constraint
  requiring an owner on retirement rows. Existing goals backfill to
  `type='Goal'`; base `Goal#editable_by?` stays family-scoped.
- `Goal::Retirement` subclass with single-user owner and
  `editable_by?` narrowed to owner-only. Parent depository-only
  linked-account validations no-op'd; PR2 introduces
  `RetirementBucketEntry`.
- `families.retirement_disabled` killswitch (default false) +
  `Family#retirement_enabled?(user)` helper as tier 2 of the gate.
  Tier 1 is the existing `PreviewGateable` flow.
- `RetirementController#show`: `require_preview_features!` then
  `ensure_module_enabled!` then a placeholder body. Unknown to users
  without preview features; 404 when the family killswitch is on (the
  feature behaves as if it does not exist).
- Sidebar: new `sun`-icon entry after Goals, hidden unless the user has
  preview features AND the family has retirement enabled, so the
  killswitch hides the nav rather than leaving a link that 404s.
- Locales: EN copy for nav, breadcrumb, page header, placeholder body,
  and the new `owner.must_belong_to_family` validation message under
  the goal model. DE deferred to PR4.
- Tests: STI roundtrip, owner presence + family-membership
  validations, `editable_by?` on both Goal and Goal::Retirement, gate
  matrix on the controller, nav-item visibility under both preview and
  family flags, base-row STI backfill.

Stack ahead: PR2 ships the data plane (PensionSource, statements,
adjustments, bucket entries); PR3 wires the `Retirement::Fire::*`
forecast engine + WHAT-IF Turbo Stream slider loop; PR4 lands the
single combined-page UI per Claude's 2026-05-29 design (glide chart
with hover-tooltip income breakdown, no separate stacked-area chart).
2026-05-29 09:24:47 +02:00
Guillem Arias
e401f43fe1 fix(goals): Number.NaN over global NaN in goal_form_controller
Biome's lint/style/useNumberNamespace rule. Same semantics — Number.NaN
is the explicit namespace form post-ES2015. CI lint_js was failing on
this line.
2026-05-27 10:47:30 +02:00
Guillem Arias
a7429857c1 fix(ci): extract github.event refs into job env in preview-deploy
Pulls `github.event.pull_request.number` and
`github.event.pull_request.head.sha` out of every shell `run:` block
and `actions/github-script` body into job-level env vars. The PR
number is nominally an integer (no immediate injection risk), but the
*pattern* of inlining a `github.event.*` expression into a privileged
workflow's shell scripts is what the SAST finding wants to eliminate:

- The workflow holds `CLOUDFLARE_API_TOKEN` and
  `CLOUDFLARE_ACCOUNT_ID`.
- A future copy/paste of one of these step bodies onto a user-
  controlled string (branch name, PR title, commit message) would
  silently become an arbitrary command-injection path.

Touches:

- Job-level `env: { PR_NUMBER, HEAD_SHA }` so every step inherits.
- "Configure preview files": `sed` substitution now reads
  `${PR_NUMBER}` from the shell env (the literal-placeholder side
  stays escaped as `\${PR_NUMBER}`).
- "Delete existing preview container app" + "Delete existing preview
  Worker": shell var assignments use `${PR_NUMBER}`.
- "Create GitHub Deployment" github-script: `process.env.PR_NUMBER`
  inside the JS template literal instead of GHA template
  interpolation.
- "Deploy to Cloudflare Containers": `${PR_NUMBER}` in the shell;
  `CLOUDFLARE_WORKERS_SUBDOMAIN` also lifted into the step's `env:`
  block so the URL template uses `${CLOUDFLARE_WORKERS_SUBDOMAIN}`,
  not a templated secret expression in the shell command.
- "Comment on PR" github-script: replaces the four
  `${{ github.event.pull_request.* }}` interpolations with
  `process.env.PR_NUMBER` / `process.env.HEAD_SHA` and lifts the
  preview URL via step env. `issue_number` is `Number(...)`-coerced
  since env values are strings.
- "Store cleanup metadata" artifact name: uses `${{ env.PR_NUMBER }}`
  (template context, not shell).

YAML still validates (`ruby -ryaml -e 'YAML.load_file(...)'`). The
only remaining `github.event.pull_request.*` references are the job-
gate `if:` condition and the env-extraction definitions themselves —
both safe contexts.
2026-05-27 10:37:36 +02:00
Guillem Arias
fa4b1c5698 fix(goals): drop new-goal stepper, unify create + edit form
The 2-step stepper on the create modal carried a review step whose only
real signal was a derived "Save $X/mo to hit it on time" hint. Name,
amount, and date are all visible in step 1, so the review step was
re-displaying form values the user just typed.

Collapses both flows into a single panel:

- `_form_stepper.html.erb` + `_form_edit.html.erb` → single
  `_form.html.erb` driven by `goal.persisted?` for URL / method /
  submit label.
- `goal_stepper_controller.js` → `goal_form_controller.js`. Drops the
  step1Panel / step2Panel / step1Indicator / step2Indicator /
  step1Circle / step2Circle / stepperLine / reviewName / reviewSummary
  / reviewSuggested / footerLeftButton / footerRightButton / submitButton
  target plumbing and the next / back / blockEnter / updateStepperState
  / updateFooter / updateReview methods. Keeps name-validation,
  amount-validation, accounts-required validation, avatar-preview-from-
  name, and the suggested-pace computation — that one now writes into
  an inline `<p data-goal-form-target="suggested">` below the
  target_date field instead of the review card.
- `new.html.erb`: drops the `Step 1 of 2 · Goal details` subtitle
  target. New `goals.new.subtitle` replaces the two step subtitles.
- `edit.html.erb`: renders the same `form` partial.
- `_color_picker.html.erb`: `data-goal-stepper-target="avatarPreview"`
  → `data-goal-form-target="avatarPreview"` (same Stimulus target,
  renamed for the new controller scope).
- `funding_accounts_breakdown_component.rb`: i18n key path moves to
  `goals.form.subtypes.*` matching the locale restructure.
- `en.yml`: `goals.form_stepper.step1.fields.*` → `goals.form.fields.*`.
  `step2.*` and the `back` / `continue` / `cancel` keys drop. New
  `goals.form.create` ("Create goal") + `goals.form.save` ("Save
  changes") drive the submit-button label.

UX delta: the user no longer sees a "Step 1 of 2 / Step 2 of 2" beat.
The form is short enough that everything fits in one panel; the only
value-add from the old step 2 — the suggested-pace hint — now updates
live inline as the amount / date / account-count changes.

All 20 `test/controllers/goals_controller_test.rb` tests still pass.
`bundle exec erb_lint` clean on the touched templates.
2026-05-27 10:34:55 +02:00
Guillem Arias
c427c87421 fix(ds): DS::Disclosure summary_class override; migrate color picker
Resolves sure-design DS drift patrol findings (raw <details> on
goals/_color_picker and categories/_form). The color-icon-picker's
<summary> is a 24/28px pencil button absolutely positioned next to
the avatar — none of DS::Disclosure's existing variants
(default / card / card_inset / inline) match that trigger shape, so
the bot's suggested swap would regress the visual.

- DS::Disclosure: add optional `summary_class:` kwarg. When set, the
  caller's class string replaces the variant's hard-coded summary
  chrome; otherwise the existing variant logic is preserved (verified
  against the 8 existing callsites — none pass summary_class, all
  fall through to current behavior).
- goals/_color_picker + categories/_form: swap raw <details> for
  DS::Disclosure with summary_class carrying the pencil-button
  positioning. Stimulus data attributes (`color-icon-picker-target`
  and the outside-click handler) forwarded via **opts to tag.details
  so the controller still finds its target.

The DS::Disclosure-rendered popover content now sits inside the
component's `<div class="mt-2">` wrapper, but the popups themselves
are `position: absolute` / `position: fixed`, so the wrapper is
out-of-flow neutral.
2026-05-27 10:14:27 +02:00
Guillem Arias
91baa62604 fix(goals): cover money displays with privacy-sensitive
Audit-driven sweep. The class was already on the obvious surfaces (KPI
strip, ring center, card balance, funding-accounts breakdown); these
were the secondary surfaces missed in the initial PR — money interpolated
into descriptive prose, account-picker balances, live previews, and the
projection chart tooltip.

- card_component: target divisor next to the masked balance, pace line,
  and behind-status footer (`footer_has_money?` helper keeps non-money
  branches unmasked so paused / archived / "Goal reached" copy stays
  readable in privacy mode).
- show: header_summary (target + date subtitle), to_go remaining,
  inactive recap body, celebration body, catch_up body.
- _status_callout: conditional on `goal.status == :behind` — only that
  branch carries an amount; on_track / no_target_date have date or
  static copy.
- _form_edit + _form_stepper: account balance shown in the linked-
  account picker rows.
- _form_stepper review section: reviewSummary + reviewSuggested ps
  (Stimulus injects target / suggested $X/mo into both).
- _pending_pledge_banner: banner title span (amount + account + days).
- goal_pledges/new: live preview p (Stimulus injects "Reaches X%, $A of
  $B" / "Hits your $B target").
- goal_projection_chart_controller: tooltip was inline-styled with
  hard-coded gray-900 + white (DS drift) and had no privacy class.
  Replaced cssText with className using bg-container + text-primary +
  border-secondary + rounded-lg + privacy-sensitive — mirrors the
  pattern in time_series_chart_controller and the post-#1996 sankey
  fix. Tooltip now respects theme and privacy mode.
2026-05-27 10:14:13 +02:00
Guillem Arias Fauste
0d9079a79c Merge branch 'main' into feat/goals-v2-architecture 2026-05-27 09:48:35 +02:00
Juan José Mata
0342958a32 Create SECURITY.md template for security policy and reporting
Added a security policy document outlining supported versions and vulnerability reporting.

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-05-27 09:35:10 +02:00
CrossDrain
3e2990a52c feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows (#1970)
* feat(ibkr): compute net_market_flows from IBKR equity delta and trade flows

Replace the hardcoded net_market_flows: 0 in HistoricalBalancesSync with an
exact derivation from IBKR's own equity summary data, eliminating any
dependency on third-party security price providers for Period Return.

Formula: nmf = Δnon_cash - net_buy_sell
  - non_cash = IBKR equity total - materializer cash (exact per IBKR)
  - net_buy_sell = sum of trade amounts converted to base currency using
    the stored fx_rate_to_base (IBKR's own FX rate, already on Trade#exchange_rate)

Sets non_cash_adjustments = net_buy_sell so the virtual column identity
(end_non_cash_balance = start + nmf + adjustments) resolves to IBKR's
exact equity figure.

* test(ibkr): add sell-trade and no-trade nmf tests; fix memoization guard

- Add test: sell trades (negative amount) correctly isolate market loss in nmf
- Add test: no-trade scenario produces nmf = full Δnon_cash
- Fix: `return {} unless account` inside ||= exited the method without memoizing;
  restructure to `if account ... else {} end` so the result is always cached

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(ibkr): exclude dividend/interest trades from net_buy_sell; use historical FX date

Addresses two issues flagged in code review:

- P1: trades with qty=0 (Dividend, Interest) were included in net_buy_sell,
  inflating/deflating nmf on dates with income events. Filter to qty != 0 at
  the SQL level so only buy/sell trades affect the market-flow calculation.

- P2: Money#exchange_to defaulted to Date.current when no custom_rate was
  stored, causing historical nmf to drift as FX rates change over time.
  Pass date: entry.date so the fallback lookup uses the trade's own date.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(ibkr): cover Money::ConversionError fallback in trade_flows_by_date

Adds a test that stubs Money#exchange_to to raise ConversionError for a
cross-currency trade with no stored exchange_rate, verifying that the
rescue clause falls back to entry.amount and that nmf and
end_non_cash_balance still resolve correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(ibkr): log warning when FX conversion falls back to unconverted amount

When Money::ConversionError is raised for a cross-currency trade with no
stored exchange_rate, warn with entry currency, account currency, date,
amount, and entry/account IDs so the silent fallback is visible in logs.
Same-currency ConversionErrors (unexpected but possible) stay silent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(ibkr): skip unconvertible FX trades, redact log, tighten join

- On Money::ConversionError, skip the entry from net_buy_sell rather
  than falling back to the raw amount (which treated e.g. EUR as CHF);
  nmf now absorbs the full Δnon_cash for that date instead of silently
  misstating period return
- Remove entry amount, entry ID, and account ID from the FX warning log
  to avoid exposing financial data in log output
- Consolidate entryable_type guard into the JOIN condition rather than a
  separate WHERE clause
- Add inline comment on the first-day zero case to distinguish intent
  from a bug
- Update ConversionError test to assert skip behavior (nmf=200, not 50)

* fix(ibkr): exclude dates with unconvertible FX trades from balance upsert

* fix(ibkr): skip upsert_all when all balance rows are filtered by failed FX dates

---------

Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 22:48:23 +02:00
Alessio Cappa
bc3e5a824f feat: Add pagination in merchants page (#1965)
* feat: Add pagination in merchants page

* fix: Add separate paginations for family/provider merchants

* refactor: simplify conditions in view
2026-05-26 22:17:00 +02:00
Rene Arredondo
946c4d0391 fix(i18n): use %{product_name} in api_keys usage_instructions (#1505) (#2000) 2026-05-26 20:48:34 +02:00
Alessio Cappa
e0537a45e1 fix: Avoid overlay in provider section on mobile (#1990)
* fix: Avoid overlay in provider section on mobile

* feat: Reduce gap between divs

* fix: keep all the elements inside a dedicated container to avoid accessibility issues with the summary node
2026-05-26 09:56:42 +02:00
Sure Admin (bot)
d8a12ad6be fix(preview): only redeploy on preview-cf label changes (#1980) 2026-05-25 15:31:00 +02:00
dripsmvcp
8f5454ad29 fix(settings): preserve OpenAI form input on validation failure (#1862)
* fix(settings): preserve OpenAI form input on validation failure

Fixes #1824.

The OpenAI settings form auto-submits on blur, so typing the URI base
before the model triggers cross-field validation. The rescue re-renders
the page with values read from Setting.openai_*, which is still blank
because the failed save was rejected — so the user's input disappears
and they see 'OpenAI model is required' with no value to fix.

Stash the submitted uri_base and model on rescue and prefer them over
the saved Setting when rendering, so the user can finish typing the
missing field and re-submit.

* test(settings): cover openai_model preservation on validation fail (#1862)

jjmata asked for symmetric coverage of the model field. Add a test where
the user changes the URI base and clears the model in the same submit:
the cross-field validation fails and the re-rendered model input must
reflect the submitted (cleared) value rather than reverting to the saved
model. Complements the existing uri_base preservation test.
2026-05-25 11:23:52 +02:00
Guillem Arias Fauste
bbb313841a Merge branch 'main' into feat/goals-v2-architecture 2026-05-24 23:52:54 +02:00
Sure Admin (bot)
89f42497a9 fix: invert non-gittensor label condition (#1960) 2026-05-24 17:36:17 +02:00
Juan José Mata
8c07236f71 Bump version by hand v0.7.1-alpha.11 2026-05-24 16:19:37 +02:00
Guillem Arias Fauste
adea16f694 fix(views): clear Rule 2 + Rule 5 findings from weekly DS drift (#1951) (#1955)
* fix(views): clear Rule 2 + Rule 5 findings from weekly DS drift (#1951)

Token swaps + i18n cleanup across the three files flagged in the
weekly merged-commit drift scan.

**`app/views/admin/users/index.html.erb`**
- `bg-green-100 text-green-800` → `bg-success/10 text-success` (2 callsites — active-subscription badge + super_admin role legend)
- `bg-surface-default` → `bg-surface` (`--color-surface-default` isn't defined; canonical token is `--color-surface`)
- `bg-red-50/30 dark:bg-red-950/20` → `bg-destructive/5` (pending-invitation row highlight; functional token resolves correctly in both themes via `--color-destructive`)
- Hand-rolled destructive button classes (`text-red-600`, `border-red-300`, `hover:bg-red-50`) → functional tokens (`text-destructive`, `border-destructive`, `hover:bg-destructive/10`)
- Drop redundant `default:` args from `t(".roles.member", default: "Member")` and `t(".role_descriptions.member", default: "Basic user access…")` — the locale keys exist in `config/locales/views/admin/users/en.yml`

**`app/views/imports/new.html.erb`**
- `icon_bg_class: "bg-gray-tint-5"` → `"bg-surface-inset"` (`gray-tint-5` isn't a defined utility; `bg-surface-inset` carries the same muted-background intent and theme-swaps correctly)

**`app/views/settings/profiles/show.html.erb`**
- Drop redundant `default:` args from `t(".group_title", default: "Group")`, `t(".group_form_label", default: "Group name")`, and `t(".group_form_input_placeholder", default: "Enter group name")` — all three keys exist in `config/locales/views/settings/en.yml`

**Deferred** to a separate PR (Rule 1 findings on admin/users):
- `<details>` block (lines 54–180) → `DS::Disclosure(:card)` — bigger refactor with custom summary content + Stimulus controller attributes; warrants its own diff.
- Destructive button shell → `DS::Button(:destructive)` — same reason; the class-token swap in this PR clears the immediate violation without changing the form-with structure or visual.

Refs #1951.

* fix(profiles): restore i18n default: args for group_* keys

@jjmata + @codex correctly flagged: `settings.profiles.show.group_title`,
`group_form_label`, and `group_form_input_placeholder` are defined in
en.yml + 4 other locales (de, es, pl, pt-BR), but missing from 8
locales (ca, fr, nb, nl, ro, tr, zh-CN, zh-TW).

With `config.i18n.fallbacks = true` those locales currently fall
back to en values, so end-users see English copy rather than a
translation-missing marker. The `default:` arg makes the fallback
explicit at the call site without depending on the Rails fallback
chain being configured a particular way — restores the original
defensive behavior from before #1955.

Admin/users role keys keep their `default:` removal — verified that
`roles.member` and `role_descriptions.member` exist in all 8
admin/users locales (`grep -c "^\s*member:"` returns 2 for every
locale file).
2026-05-24 16:05:14 +02:00
sentry[bot]
06518b49a1 fix(trades): prevent MissingTemplate for Turbo Stream requests on update/create failure (#1893)
* fix(trades): prevent MissingTemplate for Turbo Stream requests on update/create failure

* Linter noise

---------

Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-05-24 15:51:18 +02:00
sentry[bot]
2ce875f57f fix(messages): handle blank content submission gracefully (#1938)
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-05-24 15:50:47 +02:00
sentry[bot]
5520bacbb8 fix(i18n): standardize product name interpolation in import mapping descriptions (#1956)
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-05-24 15:37:13 +02:00
sentry[bot]
c93193cfbc fix(locale): Handle blank locale submission gracefully (#1876)
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-05-24 15:13:49 +02:00
Sure Admin (bot)
c7c63a50a7 Add PR workflow for not-gittensor labeling (#1957) 2026-05-24 14:55:08 +02:00
Abhinav Dhiman
0988e2d9d6 perf: use jemalloc as the default allocator (#1910)
* feat(docker): add jemalloc to reduce memory fragmentation

Install libjemalloc2 in the base image and preload it via LD_PRELOAD in
docker-entrypoint when available. Reduces RSS growth from glibc's default
allocator fragmentation under Rails workloads.

* feat(docker): add DISABLE_JEMALLOC env var + preserve existing LD_PRELOAD

* feat(docker): add jemalloc status logging to entrypoint

* refactor(docker): simplify jemalloc logging to warn-only when disabled/missing
2026-05-24 14:02:50 +02:00
Josh
ca895416a4 chore(helm): bump pipelock to 2.5.0 and surface 2.5 config (#1913)
* chore(helm): bump pipelock to 2.5.0 and surface 2.5 config

Bumps pipelock.image.tag from 2.2.0 to 2.5.0 and exposes the most
relevant 2.5 features as structured Helm values:

- pipelock.requestBodyScanning: scan outbound bodies and sensitive
  headers for prompt-injection and DLP payloads. Disabled by default;
  roll out with action=warn before flipping to block.
- pipelock.healthWatchdog: structured config for the wedge-detection
  watchdog with an exposeSubsystems toggle for /health detail.
- pipelock.mcpToolPolicy.rules: structured values for rendering
  mcp_tool_policy.rules including redirect-profile references.

Also fixes a latent config-validation regression: pipelock 2.x rejects
an enabled mcp_tool_policy with no rules, but the chart previously
defaulted to enabled=true with an empty rules list, which hard-fails
'pipelock check'. The default is now enabled=false; operators must
explicitly enable and provide at least one rule.

Refreshes README, CHANGELOG, docs/hosting/pipelock.md, docs/hosting/ai.md,
compose example pin comment, and pipelock.example.yaml to call out 2.5
highlights (Audit Packet v0 verifiers, SPIFFE-strict envelopes, scanner
attribution on MCP block receipts, pipelock doctor). Also fixes a stale
docs/hosting/mcp.md reference to the removed compose.example.pipelock.yml.

* chore(helm): fail helm template when mcp_tool_policy enabled with no rules

Adds a guard in asserts.tpl so an operator who sets
pipelock.mcpToolPolicy.enabled=true without populating
pipelock.mcpToolPolicy.rules gets a clear render-time error instead
of a container crash-loop with the pipelock validation message.

Per CodeRabbit feedback on #1913.

* Versions

---------

Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-05-24 13:50:44 +02:00
dripsmvcp
98ca1608f4 fix(enable_banking): match bank list search against BIC, not just name (#1874)
* fix(enable_banking): match bank list search against BIC, not just name

Bank-search filter on the Enable Banking bank-selection modal only indexed
`aspsp[:name]`, so users searching by BIC code (e.g. `INGDDEFF`) got no
results even when the bank was rendered in the list. Switch the per-item
data attribute to a `name + BIC` haystack and read from it in the Stimulus
controller, so either token matches.

Refs #1814

* style(bank_search): apply Biome formatting to forEach callback (#1874 review)
2026-05-24 13:43:36 +02:00
arumaio
eca8c6ce1f fix : account destroyed cascade transfer destruction then … (#1795)
* fix: cascade destroy transfers and reset transaction kind on account destruction.

* Add rescue no method to transfer transaction reset

---------

Co-authored-by: arumaio <aruma.pro+git@protonmail.com>
2026-05-24 13:27:27 +02:00
Guillem Arias Fauste
8c46e5480f Merge branch 'main' into feat/goals-v2-architecture 2026-05-24 12:40:41 +02:00
Jake Armstrong
51271d9810 Prevent Brand Fetch client ID autofill (#1914) 2026-05-24 12:38:13 +02:00
Guillem Arias Fauste
3d182bc67a refactor(transactions): migrate transfer_match badges to DS::Pill (#1939)
Follow-up to #1917 — the responsive label-swap pair in
`_transfer_match.html.erb` was deferred because DS::Pill has no
caller-controlled `class:` arg yet. Wrapping each `DS::Pill` in a
`<span>` with the responsive visibility classes (`hidden lg:inline` /
`inline lg:hidden`) gets the same effect without expanding the
component API — the parent span's `display` controls visibility, the
child pill keeps its own `inline-flex` chrome when visible.

Closes the last open callsite from #1917's deferred-list. Same tone
(`:neutral`) and shape (`marker: false` rounded-full) as the other
neutral status badges migrated in PR B.
2026-05-24 12:16:03 +02:00
Mark Hendriksen
0497b1d7c1 Use date comparisons for interval thresholds (#1923)
* Use date comparisons for interval thresholds

Replace hard-coded day counts in Period#interval with direct date comparisons (end_date > start_date + 5.years and + 1.year) for clearer intent and to avoid magic numbers; updated inline comments. No behavioral change intended aside from improved readability.

* Use advance(years:) for year-based comparisons

Replace start_date + N.years with start_date.advance(years: N) to apply calendar-year semantics (respecting leap years/month boundaries). Update comments to clarify 'calendar years' and the resulting interval choices (monthly for >5 years, weekly for >1 year). Intent is to make the period interval calculation more correct for calendar-aware date comparisons.
2026-05-23 09:41:57 +02:00
Guillem Arias Fauste
9182346c6c fix(admin/users): use parent space-y-6 for sibling section spacing (#1934)
The admin users page wraps four top-level sibling sections inside a
single `bg-container rounded-xl shadow-border-xs p-4` card:

  1. description paragraph
  2. filter form
  3. trials-expiring summary grid
  4. families/groups list
  5. role descriptions (`settings_section` collapsible → DS::Disclosure :card)

The first three carried their own `mb-6`; the families list and the
role descriptions section had no margin at all, so the families card
sat flush against the role-descriptions card with zero gap — clearly
broken next to the well-spaced upper sections.

Apply spacing at the **layout** level: hoist `space-y-6` onto the
outer container and drop the per-child `mb-6`. All five siblings now
get a consistent 24px gap.

No other admin or settings pages match this exact pattern (single
outer card + multiple sibling sections without parent space-y) — the
settings layout already wraps `<%= yield %>` in `space-y-4`, and other
pages with outer cards (`api_keys/show`, `llm_usages/show`, etc.)
either rely on that layout or carry their own internal `space-y-N`.
2026-05-23 09:25:48 +02:00
Guillem Arias Fauste
ea51612ac7 refactor(views): migrate 6 residual inline alerts to DS::Alert (#1933)
* refactor(views): migrate 6 residual inline alerts to DS::Alert

PR #1731 extended DS::Alert and migrated 9 inline alert blocks. Six
hand-rolled alert blocks slipped through that sweep and stayed on raw
palette tokens with no `theme-dark:` variants:

- `app/views/settings/llm_usages/show.html.erb` — "About Cost Estimates"
  blue info block. Most visible offender: `bg-blue-50 border border-blue-200`
  + `text-blue-900 / text-blue-700 / text-blue-600` rendered as a bright
  white-blue island in dark mode (the bug spotted on the LLM usage page).
- `app/views/accounts/confirm_unlink.html.erb` — yellow warning with
  bullet list.
- `app/views/oidc_accounts/new_user.html.erb` — blue info heading.
- `app/views/oidc_accounts/link.html.erb` — two blocks (yellow verify
  warning + blue create info). Also flips the file's pre-existing
  `text-gray-600` hint paragraph to `text-secondary` (caught by the
  `DeprecatedClasses` erb_lint rule on save).
- `app/views/rules/confirm.html.erb` — AI cost notice.
- `app/views/rules/confirm_all.html.erb` — AI cost notice.

All six migrate to `DS::Alert.new(title:, variant:)` (with a block content
slot for the rich/conditional bodies). DS::Alert resolves `bg-info/10`,
`border-info/20`, etc. from the `@theme` semantic tokens, so dark mode
now renders a subtle blue/yellow tint over the page surface instead of
a hardcoded light-mode pill.

Out of scope (left as-is, not alert-shaped):

- `app/views/assistant_messages/_tool_calls.html.erb` — a tool-call
  display panel (not an alert; needs its own token sweep).
- `app/views/import/rows/_form.html.erb` — inline cell-error tooltip
  (`bg-red-50 border border-red-200`) — also not alert-shaped; a future
  PR can swap it to `bg-destructive/10 border-destructive-subtle` once
  #1932 lands.

Surfaced while scanning DS drift for the LLM usage page bug. Tracking
issue: #1715 (closed but conceptually relevant) / #1911 (active drift
patrol).

* fix(oidc): keep alert description in <p>, retarget tests for DS::Alert title

CI on #1933 caught three test failures introduced by migrating the
two OIDC link alerts and the verify-redirect copy from hand-rolled
`<h3>` / `<p>` markup to `DS::Alert`:

1. `OidcAccountsControllerTest#test_should_show_create_account_option_for_new_user`
2. `OidcAccountsControllerTest#test_does_not_show_create_account_button_when_JIT_link-only_mode`
3. `SessionsControllerTest#test_redirects_to_account_linking_when_no_OIDC_identity_exists`

DS::Alert renders its `title:` slot as a `<p>` (semantically the alert
heading lives on the container's `aria-labelledby`, not on a heading
tag) and renders block / message content directly inside a `<div>`,
not a `<p>`. The pre-migration markup used `<h3>` for the heading and
`<p class="...text-blue-700">` for the description, so the tests
above asserted those specific tags.

Two fixes:

- `app/views/oidc_accounts/link.html.erb` — wrap the html_safe
  description bodies in explicit `<p>` tags inside the DS::Alert
  block. Restores the `<p>` element the session-redirect test asserts
  on, and keeps the description as a semantic paragraph rather than
  a bare text node inside the alert container.
- `test/controllers/oidc_accounts_controller_test.rb` — flip the two
  `assert_select "h3", text: "Create New Account"` calls to match the
  DS::Alert title `<p>`. The test was asserting an implementation
  detail of the pre-migration markup; switching to the new tag keeps
  the assertion meaningful (the heading text still has to render)
  without re-introducing an `<h3>` outside of DS::Alert.

* fix(test): match Create New Account title with regex (sr-only "Info:" prefix)

DS::Alert prepends `<span class="sr-only">Info:</span>` inside the
title `<p>`, so the full text content is "Info: Create New Account",
not "Create New Account". `assert_select "p", text: "Create New Account"`
requires an exact text match and rejected the prefixed string. Switch
to a regex match — keeps the heading-text assertion meaningful without
coupling to the screen-reader prefix.
2026-05-23 09:23:30 +02:00
Guillem Arias Fauste
f0e270f578 fix(design-system): restore dark-mode contrast on Toggle + destructive borders (#1932)
Two regressions from the recent token sweep, both producing low-contrast
results in dark mode.

## DS::Toggle off-track

PR #1843 (DS::Toggle a11y + token swaps) replaced the raw
`bg-gray-100 theme-dark:bg-gray-700` off-track with `bg-surface-inset`
for semantic alignment. `bg-surface-inset` resolves to gray-800 in
dark mode, but the toggle typically sits inside `bg-container`
(gray-900). The contrast ratio dropped from ~2.45:1 (gray-700 vs
gray-900) to ~1.5:1 (gray-800 vs gray-900) — visibly worse than the
pre-#1843 baseline and below WCAG 1.4.11 (3:1 for UI components).

Most visible inside the transaction-edit modal SETTINGS section
(`Exclude`, `One-time Expense`) where the off-state switches nearly
vanished into the modal chrome.

Introduce `--color-toggle-track` (light: gray-100, dark: gray-700) and
swap `bg-surface-inset` → `bg-toggle-track` in DS::Toggle. Restores the
pre-#1843 off-track contrast while keeping a semantic token (instead
of the raw palette references the migration was trying to remove).

## border-destructive subtle borders

PR #1849 (single-color tokens to @theme) flagged that
`border-destructive/N` rendered the wrong shade (the `@utility
border-destructive` block defined red-500 light, while
`--color-destructive` in `@theme` is red-600 — `/N` resolves from
@theme), and swapped a couple of callsites to solid `border-destructive`.
Solid renders red-500/red-400 at full saturation in both modes, which
reads as a loud error border on contexts that were meant to be subtle
(left-rule on the provider-sync "view error details" pane, error-message
box in SimpleFIN settings, alert-component border, provider connection
error rows).

Two callsites (`DS::Alert`, settings/providers/_connection_row) still
carried the broken `border-destructive/20` / `/25` modifier — same
off-shade footgun #1849 was meant to retire.

Introduce `--color-destructive-subtle` (light: red-200, dark: red-800)
and swap the four subtle-by-intent callsites to `border-destructive-subtle`:

- app/components/DS/alert.rb (destructive variant)
- app/views/settings/providers/_connection_row.html.erb (err status)
- app/components/provider_sync_summary.html.erb (error-details left rule)
- app/views/simplefin_items/edit.html.erb (error-message box)

The handful of intentionally-loud `border-destructive` callsites
(split-transaction over-allocation, blank-name account labels, etc.)
keep the solid token.

Regenerated `_generated.css` via `npm run tokens:build`.
2026-05-23 09:21:46 +02:00
Guillem Arias Fauste
cc8e2abf18 fix(design-system): DS::Menu add :icon_sm variant for dense action lists (#1930)
PR #1840 bumped DS::Button icon-only `:md` size from `w-9 h-9` (36×36)
to `w-11 h-11` (44×44) for WCAG 2.5.5 enhanced touch target. DS::Menu's
`:icon` variant uses DS::Button at the default `:md` size, so every
row-level "..." action-list trigger grew from 36×36 to 44×44.

For dense lists where each row has a trigger — most visibly the
transaction category dropdown (`category/dropdowns/_row.html.erb`) —
the per-row height bump (+8px) compounds: a 5-category panel that
used to fit in ~220px now wants ~260px, the badges look smaller
relative to the row chrome, and the overall density that made the
dropdown scannable regresses visibly.

Add an `:icon_sm` variant that renders the trigger as DS::Button at
`size: :sm` (32×32). Meets WCAG 2.5.8 AA (24×24) — appropriate for
compact in-row triggers where 44×44 isn't required. Standalone
toolbar / row-action `...` triggers should keep `:icon` for AAA.

Migrate `category/dropdowns/_row.html.erb` to `:icon_sm` to restore
the pre-#1840 dropdown density.
2026-05-23 09:18:16 +02:00
Guillem Arias Fauste
c8b1d8cf92 fix(design-system): DS::Disclosure :default variant summary_content layout (#1929)
PRs #1855, #1857, #1858 (DS::Disclosure :card/:card_inset/:inline
variants) introduced a `<div class="w-full">` wrapper around
`summary_content`. The wrapper is required for non-default variants —
their `<summary>` is `display: list-item` (no flex), so a caller's
inner flex+justify-between div would shrink-wrap to content width.

But for the `:default` variant, `<summary>` is already
`flex items-center justify-between`. Wrapping caller siblings in a
single `w-full` block collapses them into one flex child, killing the
justify-between distribution. This regressed the only default-variant
summary_content caller — `accounts/_accountable_group.html.erb` (the
homepage account sidebar) — where the group name and total/sparkline
divs no longer aligned across the row.

Render `summary_content` bare for `:default` (summary is the flex
container) and keep the `w-full` wrapper for `:card`, `:card_inset`,
`:inline`.
2026-05-23 09:06:17 +02:00
Guillem Arias Fauste
e15349d57e refactor(misc): migrate misc badges to DS::Pill (#1751 PR D) (#1919)
* refactor(transactions): migrate 5 transaction badges to DS::Pill (#1751 PR B)

Migrates the hand-rolled "Pending" / "Review recommended" / "Potential
duplicate" / "Split" badges across the transaction views to the
extended DS::Pill primitive from #1902.

**Visual contract for badge mode**

In #1902 the badge mode (`marker: false`) used `rounded-md` (chip shape)
because the marker mode does. But every existing pill / status badge
in the codebase uses `rounded-full` — see
`settings/providers/_status_pill.html.erb`,
`settings/providers/_maturity_badge.html.erb`, and the inline
transaction badges this PR is migrating. To keep the visual contract
consistent, this PR shifts `DS::Pill`'s badge mode to `rounded-full`
(marker mode stays `rounded-md`, unchanged from #1829). The shape
distinction now reads: markers are tags, badges are pills.

**Callsites migrated** (5):

- `app/views/transactions/_transaction.html.erb` — Pending,
  Review-recommended, Possible-duplicate, Split badges
- `app/views/transactions/_header.html.erb` — Pending badge
- `app/views/transactions/_split_parent_row.html.erb` — Split badge

**Tone mapping**

| Badge | Tone | Notes |
|---|---|---|
| Pending | `:neutral` | unchanged copy/icon, gains subtle DS-controlled bg |
| Review recommended | `:neutral` | matches existing `bg-surface-inset` look |
| Possible duplicate | `:warning` | DS semantic alias for the existing `text-warning` |
| Split | `:neutral` | matches existing `bg-surface-inset` look |

**Deferred to follow-up PRs**

- `app/views/transactions/_transfer_match.html.erb` — uses two
  responsive-visibility variants (`hidden lg:inline-flex` for long
  copy, `inline-flex lg:hidden` for short). DS::Pill currently has no
  `class:` arg for caller-controlled wrapper classes; deferring until
  that lands.
- `app/views/transactions/searches/filters/_badge.html.erb` — has a
  close button alongside the label (`button_to clear_filter_*`) and
  uses `rounded-3xl p-1.5` instead of a true pill. Closer to a
  removable filter chip — better fit for a separate `DS::FilterChip`
  primitive than for `DS::Pill`.

Refs #1751.

* refactor(misc): migrate misc badges to DS::Pill (#1751 PR D)

Replaces five misc badge callsites with `DS::Pill` (badge mode:
`marker: false`, `show_dot: false`) so the long-tail badges share the
same shape, padding, and dark-mode tokens as the rest of the design
system. No raw palette classes remain in the migrated files.

Migrated:
- app/views/shared/_badge.html.erb — converted to a thin shim that
  renders `DS::Pill`; preserves the block-content API and the
  `pulse: true` option (wraps the pill in `animate-pulse`). Maps
  `success`/`error`/`warning`/default → `:success`/`:error`/`:warning`/`:neutral`.
- app/views/accounts/_tax_treatment_badge.html.erb — maps tax
  treatments to DS tones: `:tax_exempt → :green`,
  `:tax_deferred → :indigo` (was raw blue-500/10),
  `:tax_advantaged → :violet` (was raw purple-500/10), default → `:neutral`.
- app/views/reports/_investment_performance.html.erb (line ~121,
  inline twin of the tax-treatment badge) — uses the same mapping via
  a new `tax_treatment_pill_tone` helper.
- app/helpers/reports_helper.rb — replaces `tax_treatment_badge_classes`
  with `tax_treatment_pill_tone` (the old helper had no other callers).
- app/views/import/qif_category_selections/show.html.erb (~line 86) —
  inline split badge → `tone: :warning`.
- app/views/investment_activity/_badge.html.erb — fixed activity
  enum mapped to DS tones: Buy/Reinvestment → :indigo,
  Sell → :red, Dividend/Interest → :green, Contribution → :violet,
  Withdrawal → :amber, others → :gray.

Skipped (true mismatches, not extendable without changing DS::Pill):
- app/views/shared/_color_badge.html.erb — takes an arbitrary
  user-supplied color via `color-mix(in oklab, #{color} ...)`. DS::Pill
  only supports the fixed tone enum, so this would lose information.
- app/views/categories/_badge.html.erb — same reason; renders
  `category.color` (arbitrary hex per record).
- app/views/investment_activity/_quick_edit_badge.html.erb — interactive
  button with a Stimulus controller, click action, hover state, and
  dropdown anchor. DS::Pill renders a `<span>`; converting would
  destroy the interactive surface.

Stack: based on `feat/ds-pill-transactions-1751-b` (PR #1917), which
ships the `marker: false` → `rounded-full` badge shape this PR depends on.

Refs #1751.
2026-05-23 08:55:39 +02:00
Guillem Arias Fauste
4bb326fee5 docs(ds-toggle): warn against external hidden_field_tag with same name (#1925)
DS::Toggle already renders a paired hidden field for the off-state
value. Adding an external `hidden_field_tag` with the same `name` in a
caller view causes ID/label collisions (the auto-generated id matches
the checkbox id, so `<label for=...>` targets the hidden field) and
sends duplicate params.

Inline ERB comment so the warning surfaces wherever the component is
read or copied.
2026-05-23 08:53:56 +02:00
Guillem Arias Fauste
2ce8e858b6 refactor(providers): migrate provider badges to DS::Pill (#1751 PR C) (#1918)
* refactor(transactions): migrate 5 transaction badges to DS::Pill (#1751 PR B)

Migrates the hand-rolled "Pending" / "Review recommended" / "Potential
duplicate" / "Split" badges across the transaction views to the
extended DS::Pill primitive from #1902.

**Visual contract for badge mode**

In #1902 the badge mode (`marker: false`) used `rounded-md` (chip shape)
because the marker mode does. But every existing pill / status badge
in the codebase uses `rounded-full` — see
`settings/providers/_status_pill.html.erb`,
`settings/providers/_maturity_badge.html.erb`, and the inline
transaction badges this PR is migrating. To keep the visual contract
consistent, this PR shifts `DS::Pill`'s badge mode to `rounded-full`
(marker mode stays `rounded-md`, unchanged from #1829). The shape
distinction now reads: markers are tags, badges are pills.

**Callsites migrated** (5):

- `app/views/transactions/_transaction.html.erb` — Pending,
  Review-recommended, Possible-duplicate, Split badges
- `app/views/transactions/_header.html.erb` — Pending badge
- `app/views/transactions/_split_parent_row.html.erb` — Split badge

**Tone mapping**

| Badge | Tone | Notes |
|---|---|---|
| Pending | `:neutral` | unchanged copy/icon, gains subtle DS-controlled bg |
| Review recommended | `:neutral` | matches existing `bg-surface-inset` look |
| Possible duplicate | `:warning` | DS semantic alias for the existing `text-warning` |
| Split | `:neutral` | matches existing `bg-surface-inset` look |

**Deferred to follow-up PRs**

- `app/views/transactions/_transfer_match.html.erb` — uses two
  responsive-visibility variants (`hidden lg:inline-flex` for long
  copy, `inline-flex lg:hidden` for short). DS::Pill currently has no
  `class:` arg for caller-controlled wrapper classes; deferring until
  that lands.
- `app/views/transactions/searches/filters/_badge.html.erb` — has a
  close button alongside the label (`button_to clear_filter_*`) and
  uses `rounded-3xl p-1.5` instead of a true pill. Closer to a
  removable filter chip — better fit for a separate `DS::FilterChip`
  primitive than for `DS::Pill`.

Refs #1751.

* refactor(providers): migrate provider badges to DS::Pill (#1751 PR C)

Migrates the provider-bucket pill/badge callsites to the extended
DS::Pill primitive (badge mode, rounded-full) from #1917.

Callsites migrated (3):

- app/views/settings/providers/_status_pill.html.erb — provider
  connection status pill. Status → tone mapping:
  :ok → :success, :warn → :warning, :err → :error,
  else → :neutral.
- app/views/settings/providers/_maturity_badge.html.erb — alpha/beta
  label. Tone :neutral, no dot.
- app/views/sophtron_items/_sophtron_item.html.erb (line 27) —
  "manual sync" warning. Tone :warning, no dot.

The settings/providers/_status_pill partial wraps DS::Pill rather
than being deleted, since _connection_row still calls it via
`render "settings/providers/status_pill", status: status` — keeping
the partial preserves the seam without a wider refactor.

Dead code removed: SettingsHelper#status_pill_classes (no remaining
callers after the migration).

Skipped:

- app/views/simplefin_items/_activity_badge.html.erb — not actually
  a pill/badge. It renders <p> text with `text-warning` plus an
  inline icon below the heading; no rounded-full shape and no chip
  semantics. Migrating it would change the layout, not consolidate
  a pill pattern.

Refs #1751. Stacks on #1917.
2026-05-23 08:52:04 +02:00
Guillem Arias Fauste
20844923e6 refactor(transactions): migrate 5 transaction badges to DS::Pill (#1751 PR B) (#1917)
Migrates the hand-rolled "Pending" / "Review recommended" / "Potential
duplicate" / "Split" badges across the transaction views to the
extended DS::Pill primitive from #1902.

**Visual contract for badge mode**

In #1902 the badge mode (`marker: false`) used `rounded-md` (chip shape)
because the marker mode does. But every existing pill / status badge
in the codebase uses `rounded-full` — see
`settings/providers/_status_pill.html.erb`,
`settings/providers/_maturity_badge.html.erb`, and the inline
transaction badges this PR is migrating. To keep the visual contract
consistent, this PR shifts `DS::Pill`'s badge mode to `rounded-full`
(marker mode stays `rounded-md`, unchanged from #1829). The shape
distinction now reads: markers are tags, badges are pills.

**Callsites migrated** (5):

- `app/views/transactions/_transaction.html.erb` — Pending,
  Review-recommended, Possible-duplicate, Split badges
- `app/views/transactions/_header.html.erb` — Pending badge
- `app/views/transactions/_split_parent_row.html.erb` — Split badge

**Tone mapping**

| Badge | Tone | Notes |
|---|---|---|
| Pending | `:neutral` | unchanged copy/icon, gains subtle DS-controlled bg |
| Review recommended | `:neutral` | matches existing `bg-surface-inset` look |
| Possible duplicate | `:warning` | DS semantic alias for the existing `text-warning` |
| Split | `:neutral` | matches existing `bg-surface-inset` look |

**Deferred to follow-up PRs**

- `app/views/transactions/_transfer_match.html.erb` — uses two
  responsive-visibility variants (`hidden lg:inline-flex` for long
  copy, `inline-flex lg:hidden` for short). DS::Pill currently has no
  `class:` arg for caller-controlled wrapper classes; deferring until
  that lands.
- `app/views/transactions/searches/filters/_badge.html.erb` — has a
  close button alongside the label (`button_to clear_filter_*`) and
  uses `rounded-3xl p-1.5` instead of a true pill. Closer to a
  removable filter chip — better fit for a separate `DS::FilterChip`
  primitive than for `DS::Pill`.

Refs #1751.
2026-05-23 08:46:55 +02:00
Guillem Arias Fauste
814505c5ea fix(settings/debugs): migrate in-cell <details> to DS::Disclosure :inline (#1916)
#1858's :inline variant landed (commit 8de14ed2), unblocking the third
sure-design drift finding on this file (#1895 / #1898).

The :inline variant is the right shape for an in-table-cell metadata
expander — no surface, no padding, no shadow; the summary reads as plain
text-link copy. The bot recommended this exact variant when filing the
issues; previous PR (#1903) covered the two token findings but deferred
the <details> migration until the variant was available.

Closes #1895. Closes #1898.
2026-05-23 08:45:45 +02:00
Guillem Arias
68c2fad906 refactor(goals): migrate archived <details> to DS::Disclosure :inline
#1858's :inline variant landed (commit 8de14ed2), so the goals index
archived-section toggle can move off the raw <details> and onto the
shared primitive.

Behaviour and look unchanged — the custom summary content (chevron +
uppercase heading + tabular count) passes through the `summary_content`
slot; the `:inline` variant adds nothing on top besides the
focus-visible ring shared with the other DS::Disclosure variants.

Addresses the third sure-design DS Drift finding on #1798 (the other
two — DS::SearchInput + ring-gray-500 — already landed earlier).
2026-05-22 08:54:13 +02:00
Guillem Arias
db80ad4deb Merge origin/main into feat/goals-v2-architecture
Pulls in #1857 (DS::Disclosure :card_inset), #1858 (:inline variant),
#1902 (DS::Pill marker:false + semantic tones + :red palette), #1903
(settings/debugs token fix), plus #1878 (entry.date guard) and other
minor fixes that landed.

Resolves one conflict in app/components/DS/pill.rb: takes main's new
extended API (marker: flag, SEMANTIC_TONE_ALIASES, :red tone, updated
docstring) and preserves the goals-branch color-mix(...30% black)
text treatment that was added for light-mode contrast. Applies the
same color-mix to the new :red tone for consistency.
2026-05-22 08:53:10 +02:00
sentry[bot]
ced133d06e fix(views): guard against nil entry.date in partials (#1878)
Co-authored-by: sentry[bot] <39604003+sentry[bot]@users.noreply.github.com>
2026-05-22 02:33:28 +02:00
Guillem Arias Fauste
548c4d1a3f fix(settings/debugs): replace 2 raw palette tokens flagged by DS drift scan (#1903)
`app/views/settings/debugs/show.html.erb` had two non-functional Tailwind
classes flagged by sure-design's weekly merged-commit scan (#1895, #1898):

- `bg-surface-default` → `bg-surface`. `bg-surface-default` doesn't map
  to any DS color variable (`--color-surface-default` isn't defined);
  `--color-surface` is the canonical token, auto-generates `bg-surface`.
- `divide-gray-100` → `divide-alpha-black-200 theme-dark:divide-alpha-white-200`.
  Matches the existing pattern used by `admin/sso_providers/index.html.erb`,
  `admin/users/index.html.erb`, and `settings/preferences/show.html.erb`
  for tbody dividers. No `divide-primary` utility exists yet, so the
  bot's suggestion gets the same effect via the alpha tokens.

The third drift finding on this file — the in-cell `<details>`
metadata expander — is deferred until #1858's `DS::Disclosure :inline`
variant lands on `main`. The `:default` variant renders a
`bg-surface px-3 py-2 rounded-xl` card chrome that's wrong for an
in-table-cell trigger; the `:inline` variant in #1858 is the right
shape and will get a follow-up PR once that lands.

Closes #1895 partially. Closes #1898 partially. Both bot issues stay
open until the `<details>` migration also lands.
v0.7.1-alpha.10
2026-05-22 02:17:32 +02:00
Guillem Arias Fauste
09058b0cc6 feat(design-system): extend DS::Pill with badge mode + semantic tones (#1751 PR A) (#1902)
* feat(design-system): extend DS::Pill with badge mode + semantic tones (#1751)

Adds two extensions to the existing `DS::Pill` (originally landed as a
stage marker primitive in #1829) so it can also serve as the shared
status / category badge across the app — the use case tracked by #1751.

**Badge mode (`marker: false`)**

The original `DS::Pill` was intentionally sub-12px (text-[10px] /
text-[11px]) + uppercase + tracking-wide so it reads as a marker
(`Beta`, `Canary`, `NEW`), not a label. That shape is wrong for
status badges where the surrounding context is regular UI copy and the
pill needs to feel like a chip (`Pending`, `Active`, `Past due`,
`Failed`).

The new `marker: false` flag drops the uppercase + arbitrary
sub-12px text and snaps the chrome to the DS text scale:

- `marker: false, size: :sm` → `text-xs` (12px), normal case
- `marker: false, size: :md` → `text-sm` (14px), normal case
- `marker: true` (default) → existing #1829 behavior, unchanged

**Semantic tone aliases**

Status badges read more naturally with semantic tone names than with
the underlying palette colors:

| Alias | Resolves to |
|---|---|
| `:success` | `:green` |
| `:warning` | `:amber` |
| `:error` / `:destructive` | `:red` (new tone, added here) |
| `:info` | `:indigo` |
| `:neutral` | `:gray` |

Visual-name tones (`:violet`, `:indigo`, `:fuchsia`, `:amber`,
`:green`, `:gray`, `:red`) still work as before — semantic aliases
resolve through `SEMANTIC_TONE_ALIASES` at component init time, so
the callsite can pick whichever name reads better. Unknown tones
still fall back to `:violet` (existing behavior).

**Red palette**

Adds the `:red` tone (palette already present in
`design/tokens/sure.tokens.json` — `red-50/100/200/500/700/tint-10`).
Needed for `:error` / `:destructive` status badges.

**Icon slot**

Adds an `icon:` option (already documented in the component's
doc-comment as planned). When set, the Lucide glyph replaces the
colored dot inside the pill — useful for status badges that read
better with a glyph (`circle-check`, `triangle-alert`,
`loader`, etc.) than the generic dot.

**Scope**

API + tests + Lookbook preview only. No callsite migrations in this
PR — that's the next slice of #1751, done as separate per-bucket PRs
(transaction badges, provider badges, misc) to keep diffs small.

DS::Pill currently has no in-app callsites (#1829 shipped the
primitive ahead of consumers), so this is a pure-additive change.
Existing API is fully backwards-compatible — `marker:` defaults to
`true`, so without that flag the pill renders exactly as it does
today.

* fix(test): use assert_no_selector for dot-suppression assertion

`refute_selector ..., count: 1` only fails when there are exactly 1
matches — it would silently pass for 0 OR 2+. The intent is "no dots
should render when an icon is set"; `assert_no_selector` strictly
asserts zero matches.

Flagged by coderabbit on #1902.
2026-05-22 02:16:33 +02:00
Guillem Arias Fauste
8de14ed2a5 feat(design-system): DS::Disclosure :inline variant + migrate indexa_capital + snaptrade panels (#1715 §6) (#1858)
* feat(design-system): add :inline variant + migrate indexa_capital + snaptrade panels

Adds an `:inline` variant to `DS::Disclosure` for plain text-link-style
toggles that have no surface, no padding, no shadow — the disclosure
reads as a clickable summary text + revealed content, nothing more.

Use case: "Alternative auth" form section toggle in the Indexa Capital
provider panel; "Manage connections" lazy-loaded toggle in the
Snaptrade provider panel. Both were the last raw-`<details>` callsites
in `app/views/settings/providers/`.

Migrations:

- `_indexa_capital_panel.html.erb` — single inline `<details>` revealing
  username / document / password form fields under an "Alternative auth"
  summary text.
- `_snaptrade_panel.html.erb` — lazy-load `<details>` with
  `data-controller="lazy-load"` etc. The new `tag.details ... **opts`
  forwarding from #1857 lets the Stimulus controller attrs flow
  through cleanly via DS::Disclosure's `data:` keyword.

Chevron rotation on snaptrade gets the standard
`motion-safe:transition-transform motion-safe:duration-150` treatment
(was `transition-transform` without the motion-safe gate).

Variant summary now:

| Variant | Details surface | Use case |
|---|---|---|
| `:default` | none / bg-surface summary | inline expander inside parent card |
| `:card` | `bg-container shadow-border-xs rounded-xl p-4` | provider rows, settings sections |
| `:card_inset` | `bg-surface-inset rounded-xl p-4` | inset sub-panels |
| `:inline` | no surface | text-link-style toggles |

* fix(review): guard variant.to_sym against nil in DS::Disclosure

CodeRabbit on #1858 flagged that `variant: nil` crashed with
`NoMethodError` at `variant.to_sym` before the explicit `VARIANTS`
check could run. Use safe navigation (`variant&.to_sym`) so nil
falls through to the validation, and inspect `@variant` in the
error message so nil / non-symbol inputs render readably.

Verified manually via runner: `DS::Disclosure.new(variant: nil)` now
raises `ArgumentError: Invalid variant: nil. Must be one of
[:default, :card, :card_inset, :inline]`.
2026-05-22 02:14:44 +02:00
Guillem Arias Fauste
834ec19fdc feat(design-system): DS::Disclosure :card_inset variant + migrate ibkr_panel + settings/_section (#1715 §6) (#1857)
* feat(design-system): add :card_inset variant + migrate ibkr_panel and settings/_section

Wraps up the disclosure migration cluster from #1715 §6:

1. **New `:card_inset` variant** on `DS::Disclosure`. Same contract
   as `:card` but uses `bg-surface-inset rounded-xl p-4` (no shadow)
   for inset sub-panels embedded inside a parent card surface.

2. **Migrate `_ibkr_panel.html.erb`** — the "flex query details"
   disclosure (`<details class="group bg-surface-inset rounded-xl p-4">`)
   was the one panel skipped from #1856 because it used the inset
   surface. Now uses `DS::Disclosure(variant: :card_inset)`. Chevron
   gets the `motion-safe:transition-transform motion-safe:duration-150`
   treatment along the way.

3. **Migrate `settings/_section.html.erb`** — the global "collapsible
   settings card" primitive backing 19 callsites via the
   `settings_section(...)` helper. The collapsible branch's
   `<details class="group bg-container shadow-border-xs rounded-xl p-4">`
   becomes `DS::Disclosure(variant: :card, open: open, data: ...)`.

While here:

- Update `disclosure.html.erb` to spread `**opts` onto the `<details>`
  element via `tag.details`. Previously opts were captured but never
  applied; the `settings/_section` migration needs `data-controller`
  + `data-auto-open-param-value` to flow through to the rendered
  `<details>`.
- Non-collapsible branch in `settings/_section.html.erb` stays as
  raw `<section>` — different semantics (not expandable), DS::Disclosure
  can't replace because it always renders `<details>`.

API:

  DS::Disclosure.new(
    variant: :card | :card_inset | :default,
    open: bool,
    data: { controller: "...", ... }   # forwarded to <details>
  )

* fix(review): merge caller class in DS::Disclosure + i18n plaid deletion

- DS::Disclosure: extract caller class: from opts and merge via class_names
  before forwarding to tag.details. Prevents the latent duplicate keyword
  arg error when callers pass class: alongside the variant-derived classes.
- plaid_items/_plaid_item: localize "(deletion in progress...)" via
  t('.deletion_in_progress') + add en locale key, matching lunchflow /
  mercury / sophtron / coinstats convention.

* fix(panels): replace text-white and bg-gray-tint-10 with semantic tokens

`text-white` → `text-inverse` on the EnableBanking reauthorize button
(`bg-warning` background); `bg-gray-tint-10` → `bg-container-inset` on
the IndexaCapital item avatar wrapper. Both flagged by sure-design as
non-functional palette tokens.

Pre-existing on main; surfaced by the re-indentation that this PR
applied during the disclosure migration.
2026-05-21 16:25:01 +02:00
Guillem Arias
8cf6a7a4ca refactor(goals): migrate index search field to DS::SearchInput
#1853 just landed on `main` (`8e444ff9`), so the goals index search
input can move off the hand-rolled markup and onto the new
`DS::SearchInput` primitive. Behaviour unchanged — the
`data-goals-filter-target="input"` and
`data-action="input->goals-filter#filter"` hooks pass through via the
component's `data:` option, and the wrapper's
`flex-1 min-w-[200px]` carries through via the component's
`class:` arg.

Drops the broken `focus:ring-gray-500` lookalike (the hand-rolled
class used `focus:ring-alpha-black-100` which is fine, but the new
primitive uses the canonical
`focus-visible:outline-2 focus-visible:outline-offset-2 focus-visible:outline-gray-900`
pattern from DS::Button — same focus contract everywhere).

Addresses sure-design's DS Drift Patrol finding on #1798.
2026-05-21 16:22:49 +02:00