Commit Graph

21 Commits

Author SHA1 Message Date
Guillem Arias Fauste
0fe1e06645 refactor(design-system): migrate fg-* utilities to text-* and remove namespace (#1626)
* refactor(design-system): migrate fg-* utilities to text-* and remove namespace

The design system carried two parallel namespaces for foreground colors:
text-* (canonical, ~2,000 uses) and fg-* (32 uses). Most fg-* tokens
were 1:1 duplicates of a text-* counterpart. fg-gray was nearly
identical to text-secondary, with a one-step shade difference in dark
mode.

This PR migrates all 32 usages to their text-* equivalents and removes
the fg-* block from the design tokens. Closes #1606.

Mapping:
- fg-inverse  -> text-inverse  (20 usages, identical light/dark values)
- fg-gray     -> text-secondary (7 usages; light values match, dark is
                                 one step lighter: gray-300 vs gray-400)
- fg-primary  -> text-primary  (3 usages, identical values)
- fg-subdued  -> text-subdued  (2 usages, identical values)

The four other fg-* tokens (fg-contrast, fg-primary-variant,
fg-secondary, fg-secondary-variant) had zero usages despite being
defined; they are removed without replacement.

JSON / build:
- design/tokens/sure.tokens.json: $version 1.0.0 -> 2.0.0 (breaking
  schema change per the policy added in #1620). 8 fg-* token
  definitions removed.
- button-bg-ghost-hover's dark value still references "fg-inverse"
  internally; rewritten to "bg-gray-800 text-inverse" so the cleanup
  doesn't break that utility.
- _generated.css regenerated. 42 utility blocks now (was 50).

Lookbook tokens preview:
- The Text & foregrounds section dropped its split between text-*
  (canonical) and fg-* (legacy). Now a single section listing the
  five text-* utilities. The "(legacy)" framing is gone since there's
  no legacy left.

README:
- design/tokens/README.md's button-bg-ghost-hover edge-case example
  updated to reflect the new "bg-gray-800 text-inverse" dark value.

Visual review needed in dark mode:
- Anywhere icons use the application_helper#icon helper with
  color: "default" (most icons in the app). The default class moved
  from fg-gray (gray-400 dark) to text-secondary (gray-300 dark), so
  default-color icons render slightly lighter in dark mode.
- DS::Buttonish icons in secondary buttons (same shade shift).
- DS::Link icons (same).
- Time series chart axes (same).
- All tooltips, account add flow, settings hostings buttons,
  invitations, AI consent, family export, danger-zone buttons --
  these used fg-inverse, which is identical to text-inverse, so no
  visual change expected.

* fix(design-system): use inverse pair on tooltips for readable dark mode

* fix(lookbook): use semantic tokens in menu preview header text

* fix(lookbook): set text-primary on layout body so previews inherit theme

* fix(design-system): keep shadows dark-toned in dark mode

Inverting shadows to white|8% on dark surfaces produces a halo
effect rather than an elevation cue, and stacks redundantly with
the alpha-white 1px ring already in shadow-border-*.

Switch dark-mode shadows to black at progressively higher alpha
(25%/30%/35%/40%/50% for xs..xl) so they read as actual cast
shadows on near-black surfaces. Surface-tint differences and the
existing alpha-white border ring continue to handle elevation
hierarchy and edge definition.

Approach matches Material 3, Apple HIG, IBM Carbon, Refactoring UI,
and the dark-mode shadows used in Linear/Vercel/Stripe.

* fix(design-system): set text-primary on DS::Dialog element

Browser UA stylesheets apply color: black directly to <dialog>,
which overrides ancestor inheritance even when a body or html
ancestor sets a theme-aware color. Unstyled child content then
renders black regardless of theme.

Setting text-primary on the dialog element itself defeats the UA
override and lets descendants inherit the semantic token.

* fix(lookbook): use shadow css vars in effects preview so dark theme renders

* Revert "fix(design-system): keep shadows dark-toned in dark mode"

This reverts commit 3e9d76ed0b.

* fix(design-system): use opacity-70 instead of text-inverse/70 in value tooltip

The custom @utility text-inverse expands to @apply text-white and
isn't modifier-aware, so text-inverse/70 produced no CSS at all and
the muted labels fell through to inherited color (invisible on the
white pill in dark mode).

Replace with text-inverse + opacity-70. Same visual effect, works
with the existing utility definition.
2026-05-04 00:50:52 +02:00
Ang Wei Feng (Ted)
60929cdee0 feat: add currency management for families with enabled currencies (#1419)
* feat: add currency management for families with enabled currencies

* feat: update currency selection logic and improve accessibility

* feat: update currency preferences to use group moniker in titles

---------

Signed-off-by: Ang Wei Feng (Ted) <hello@tedawf.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-13 19:53:04 +02:00
soky srm
7908f7d8a4 Expand financial providers (#1407)
* Initial implementation

* Tiingo fixes

* Adds 2 providers, remove 2

* Add  extra checks

* FIX a big hotwire race condition

// Fix hotwire_combobox race condition: when typing quickly, a slow response for
// an early query (e.g. "A") can overwrite the correct results for the final query
// (e.g. "AAPL"). We abort the previous in-flight request whenever a new one fires,
// so stale Turbo Stream responses never reach the DOM.

* pipelock

* Update price_test.rb

* Reviews

* i8n

* fixes

* fixes

* Update tiingo.rb

* fixes

* Improvements

* Big revamp

* optimisations

* Update 20260408151837_add_offline_reason_to_securities.rb

* Add missing tests, fixes

* small rank tests

* FIX tests

* Update show.html.erb

* Update resolver.rb

* Update usd_converter.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update holdings_controller.rb

* Update _yahoo_finance_settings.html.erb
2026-04-09 18:33:59 +02:00
Pedro J. Aramburu
f699660479 Add exchange rate feature with multi-currency transactions and transfers support (#1099)
Co-authored-by: Pedro J. Aramburu <pedro@joakin.dev>
2026-04-08 21:05:58 +02:00
Louis
cc8d6ca2a0 fix: allow high precision for security prices in trade forms (to solve #1323) (#1342)
* fix: allow high precision for security prices in trade forms (to solve #1323)

* fix: prevent race conditions on currency selection in money field

* fix: silently ignore currency fetch errors in money field
2026-04-07 12:19:17 +02:00
Michael Studman
ea7ce13a7d Increasing trades.price decimal scale (#89)
* Changing trades.price to have a larger scale - a scale of 4 causes destructive rounding when calculating transaction cost; changes to the UI to allow for inputting and showing increased scale trade prices; test case
2025-10-21 18:22:24 +02:00
Zach Gollwitzer
662f2c04ce Multi-step account forms + clearer balance editing (#2427)
* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
2025-07-03 09:33:07 -04:00
Zach Gollwitzer
03a146222d Plaid sync domain improvements (#2267)
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:

1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances

This provides several benefits:

- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
2025-05-23 18:58:22 -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
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
Joseph Ho
8e6b81af77 bug: Use correct currency value while setting the currency. (#2018)
Fixes: #1754.
2025-03-24 10:06:29 -04:00
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
027c18297b Fix holding avg cost calculation 2024-12-12 15:11:06 -05:00
Zach Gollwitzer
81d604f3d4 Fix transfers and form currencies (#1477) 2024-11-18 15:50:47 -05:00
Zach Gollwitzer
31ecd3ccd4 Fix precision in money input 2024-11-11 09:39:32 -05:00
Zach Gollwitzer
1d20de770f User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Zach Gollwitzer
5942ce7e3c Finalize transaction drawer, simplify money form helpers (#1191)
* Finalize transaction drawer, simplify money form helpers

* Fix money form errors

* Reusable disclosure helper, fix styles

* Final style tweaks
2024-09-20 08:38:19 -04:00
Tony Vincent
e06f0c76f9 Add error handling for vehicle and property account creation (#1179)
* add error handling for vehicle and property account creation

* Add required true for money_field

* Remove rescue in controllers
2024-09-17 10:37:09 -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
e9f42c1a65 Add default currencies to forms based on preference (#994)
* Add default currencies to forms based on preference

* Remove dev debugging
2024-07-17 08:57:17 -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