Commit Graph

156 Commits

Author SHA1 Message Date
Guillem Arias Fauste
e07d641ead fix(design-system): DS::Button a11y audit — focus ring, touch target, type default, icon-only label (#1840)
* fix(design-system): DS::Button a11y audit

Closes #1738. Four concrete fixes surfaced by the savings-goals
audit + #1737 universal checklist:

1. Focus ring (WCAG 2.4.7). `base.css` had
   `focus-visible:outline-gray-900` which is **1.07:1** against the
   primary button's gray-900 background — invisible. Widen to
   `outline-2 outline-offset-2`, place outline outside the button
   via offset, and add a dark-mode `outline-white` so the ring is
   always visible against the page chrome regardless of the button
   surface.

2. Touch target (WCAG 2.5.5). Icon-only buttons at the default
   `:md` size were `w-9 h-9` = 36×36, below the 44×44 enhanced
   target. Bump `md.icon_container_classes` to `w-11 h-11` and
   `lg.icon_container_classes` to `w-12 h-12` to keep the size
   scale intact. `sm` stays at 32×32 (already passes WCAG 2.5.8
   AA's 24×24 minimum; intentional compact-density variant).

3. Default button type. `content_tag(:button, ...)` inherits the
   HTML default `type="submit"`, so a DS::Button rendered inside a
   form steals Enter-key submission from the first text input
   (reproducible in the form stepper). Default to `type="button"`
   in the non-`href` branch; existing form submitters pass
   `type: "submit"` explicitly and continue to work. The `button_to`
   (href) branch keeps the submit default because button_to wraps
   its own form.

4. Icon-only accessible name. Icon-only buttons render no text
   node, so AT users hear "button" with no name. Derive a
   humanized aria-label from the icon key (e.g. `icon: "more-horizontal"`
   → `aria-label="More horizontal"`); explicit
   `aria: { label: }` on the caller still wins. Soft fallback —
   callers should still pass meaningful labels for richer copy.

Plus: replace the stale `fg-white` icon class on the destructive
variant with `text-inverse` (the `fg-*` namespace was deprecated
in #1626 so `fg-white` resolved to nothing; the icon was using its
helper-default color rather than the white the design intended).

Out of scope:
- Menu avatar trigger (custom 36×36 button bypassing DS::Button) —
  belongs to #1743 DS::Menu audit.
- DS::FilledIcon `lg` size container (decorative, not interactive)
  — belongs to #1742.

* fix(design-system): force type=submit on StyledFormBuilder#submit

The DS::Button default-type-button change in the previous commit
broke every `form.submit "Log in"` callsite because
`StyledFormBuilder#submit` (app/helpers/styled_form_builder.rb)
renders a DS::Button under the hood with no explicit `type:`.

After the default flip, those submit buttons rendered as
`type="button"`, so submitting forms (login, password reset, every
form using `form.submit`) silently no-ops. CI surfaced this via
~30 system tests failing in the `sign_in` helper, which couldn't
get past the login page.

Pin `type: "submit"` on the DS::Button rendered by
`StyledFormBuilder#submit`. The 22 view-level `f.submit` /
`render DS::Button.new(type: :submit, ...)` callers already pass
type explicitly and are unaffected.

* fix(review): href-branch type-button bug + focus-ring tokens + profile Save submit

CodeRabbit P1+P2 review on #1840:

1. button.rb: `merged_opts.delete(:href)` always returned nil because
   Buttonish#initialize strips :href from opts into @href, so the
   `if href.blank?` guard was ALWAYS true. Every DS::Button rendered via
   button_to (the href branch) got `type="button"` on the inner button,
   breaking submission of those button_to-generated forms (e.g.
   imports/_ready.html.erb publish button, imports/_failure.html.erb
   try-again button). Drop the local `href = merged_opts.delete(:href)`
   so the guard now reads the @href reader, leaving the href branch's
   HTML default intact.

2. settings/profiles/show.html.erb: the Save button is rendered with
   `render DS::Button.new(...)` inside `styled_form_with` (not via
   form.submit), so the StyledFormBuilder#submit type-pin from
   624e9794 doesn't cover it. Pass `type: :submit` explicitly so the
   profile form submits again under the default-type-button policy.

3. base.css: replace raw `outline-gray-900` / `outline-white` with the
   established alpha-ring focus pattern
   (focus-visible:ring-alpha-black-300 + theme-dark:ring-alpha-white-300)
   already used by app/components/settings/provider_card.html.erb and
   sure-design-system/components.css. Keeps a11y focus ring while using
   DS tokens.

* fix(review): add type: :submit to DS::Button submitters inside forms

CI test_system on #1840 surfaced 6 failures (confirm-dialog close,
property create/edit, transaction filter apply) caused by the same
gap that db563f3d started addressing: the default-type-button policy
on DS::Button means every \`render DS::Button.new(...)\` inside a
\`<form>\` (or \`styled_form_with\`) that relies on the HTML default to
submit is now an inert \`type="button"\`.

Audited every \`render DS::Button.new(\` callsite repo-wide for the
combination (no \`type:\`, no \`href:\`, inside a form context) and
pinned \`type: :submit\` explicitly on the 12 forms that need it:

- layouts/shared/_confirm_dialog.html.erb: Confirm button inside the
  global \`<form method=\"dialog\">\` — fixes
  test_should_allow_revoking_API_key_with_confirmation.
- properties/{new,edit,balances}.html.erb: Save/Next submitter inside
  \`styled_form_with\` — fixes test_can_create_property_account,
  test_can_persist_property_subtype.
- transactions/searches/_menu.html.erb: Apply inside the filter form —
  fixes test_can_filter_uncategorized_transactions,
  test_all_filters_work_and_empty_state_shows_if_no_match,
  test_can_open_filters_and_apply_one_or_more.
- transactions/bulk_updates/new.html.erb: Save in bulk-edit drawer.
- account_sharings/show.html.erb: Save in account-sharing form.
- category/deletions/new.html.erb, tag/deletions/new.html.erb:
  destructive + safe submit buttons in deletion dialog forms.
- family_merchants/merge.html.erb: Submit in merge form.
- subscriptions/upgrade.html.erb: contribute_and_support_sure submit.
- rules/_category_rule_cta.html.erb: Dismiss inside the
  rule_prompts_disabled form.

Cancel/close DS::Button instances inside these same forms intentionally
keep the \`type=button\` default since they drive JS-only actions
(\`DS--dialog#close\`, \`DS--menu#close\`).

* fix(review): add type: :submit to 4 remaining form-context DS::Button callers

Second sweep for the same default-type-button regression that 24c517eb
fixed for 12 callsites. The latest CI run on this branch narrowed the
failures from 6 to 2 (the property wizard's Address step still failed
because that view was not in the first sweep). Audited via a wider
4000-char form-context window:

- app/views/properties/address.html.erb: Save inside
  styled_form_with — fixes the remaining
  test_can_create_property_account + test_can_persist_property_subtype
  by letting Step 3 of the property wizard complete.
- app/views/onboardings/goals.html.erb: Submit inside form_with so
  the onboarding goals step submits.
- app/views/account_sharings/show.html.erb (owner-side form): Save
  button for the family-share permissions form (the non-owner Save
  was already fixed in 24c517eb).
- app/views/transactions/_attachments.html.erb: Upload inside
  styled_form_with — kept the JS-driven hook (attachment_upload_target)
  but explicit type:submit covers the no-JS fallback.

* fix(review): pin type=submit on the Save currencies button

Codex P1 (third pass) caught one more in-form DS::Button I missed in
the earlier sweeps: \`app/views/settings/preferences/show.html.erb:185\`
renders the Save currencies submit deep inside a long
\`styled_form_with\` block. The form-context scan I used had a finite
look-back window which missed it because the matching
\`styled_form_with\` opener sits ~80 lines / 4k+ characters above the
button. Switched to a whole-file scan to confirm no further callsite
remains.
2026-05-20 18:12:36 +02:00
Guillem Arias Fauste
1ddd8bd040 feat(i18n): complete Catalan translations + extract residual hardcoded strings (#1836)
* feat(i18n): complete Catalan translations + extract residual hardcoded strings

CA coverage
- All view/model/breadcrumb/doorkeeper/mailer locale files for ca: 0 missing
  keys (was ~3,400). Translations follow informal "tu" register, sentence case,
  domain glossary (Compte/Saldo/Transacció/Posició/Operació/Pressupost/...).
- Catalan pluralization test: ca uses one/other; mirrors
  test/lib/polish_pluralization_test.rb.
- 8 LanguageTool-flagged grammar fixes applied (Connexió òrfena, Secret de
  l'API, comma-pero, apostrophe elisions, etc).

Hardcoded string extraction (also fixes EN parity)
- UI::Account::Chart#title + chart.html.erb view tabs -> UI.account.chart.*
- UI::Account::BalanceReconciliation labels + tooltips ->
  UI.account.balance_reconciliation.{labels,tooltips}.*
- transactions/_transfer_match.html.erb (Auto-matched, A/M, Confirm/Reject
  match, Payment/Transfer is confirmed) -> transactions.transfer_match.*
- AccountOrder labels (Name/Balance asc/desc) -> account_order.* keys with
  fallback to existing hardcoded labels.
- Depository::SUBTYPES surface in account list -> depositories.subtypes.*.*
- User role badge -> users.roles.* (admin / member / super_admin).
- 110+ country names -> countries.* (config/locales/countries.ca.yml).

Breadcrumb locale fix
- Breadcrumbable was a before_action that ran before Localize's around_action
  switched I18n.locale, so default crumbs rendered in EN even when locale=ca.
- Convert to helper_method that defers translation to render-time (when
  I18n.locale is already correct). Add all missing breadcrumb keys to ca + en.
- Layouts switched from @breadcrumbs to breadcrumbs helper.

Locale-aware helpers / formatters
- ApplicationHelper#localized_ordinal: ordinalize that respects ca
  (1r/2n/3r/4t/Nè). Wired into preferences month_start_day select.
- Family#moniker_label / moniker_label_plural: translate the default "Family"/
  "Group" monikers via shared.family_moniker.* with fallback to the family's
  custom override.
- Budget#name: use I18n.l for month_year/short/long instead of strftime("%B %Y")
  so the budget header date follows the active locale.

Tooling
- script/lt_check_ca.rb: batched LanguageTool checker (premium endpoint when
  LT_USERNAME/LT_API_KEY are set, free fallback otherwise), picky mode,
  motherTongue=en for false-friend detection.
- lib/tasks/i18n_screenshot.rake: dev-only rake to set user.locale=ca and
  role=super_admin on the demo user so the i18n surfaces can be walked.

Out of scope (pre-existing, not introduced here)
- Native browser file input "Choose Files / No file chosen" (browser locale).
- D3.js client-side chart x-axis dates (JS-side Intl.DateTimeFormat needed).
- Sankey/donut labels = seed category names (data, not i18n).
- 2 rails-i18n datetime/errors interpolation warnings inherited from
  config/locales/defaults/ca.yml.

* fix(i18n): apply idiomatic Catalan review (3-agent + native review)

Three parallel review agents flagged 203 findings (31 high / 73 medium / 99 low)
across all 111 ca.yml files. This commit applies the high-severity bugs plus a
curated subset of medium-impact fixes.

Grammar / agreement
- provider_sync_summary.health.stale_pending: `(exclòs)` -> `(exclosa/excloses)`
  to agree with feminine `transacció(s)`.
- accounts.confirm_unlink.warning_no_sync: added reflexive `es` -
  `el compte ja no es sincronitzarà`.
- sophtron_setup_required.heading: `no configurats` -> `sense configurar`
  (avoids broken agreement across "ID" masc. + "clau" fem.).
- admin.sso_providers.form.errors_title: split into one/other pluralization
  keys (en + ca); singular `ha impedit` was wrong for count > 1.

Brand consistency
- IndexaCapital -> Indexa Capital (37 occurrences across one file).
- Lunchflow -> Lunch Flow in two remaining places.

Anglicisms / domain mistranslations
- kraken_items setup_accounts.instructions: `ompliments d'operacions`
  (lit. dental/food fillings) -> `execucions d'operacions`.
- settings kraken_panel.read_only_title: `Sincronització d'intercanvi`
  (swap/trade) -> `Sincronització només de lectura amb l'exchange`.
- transactions convert_to_trade.security_custom + security_not_listed_hint:
  `cotització` (price quote) -> `ticker` (the EN field IS a ticker symbol).
- loans.form.rate_type: `Tipus d'interès` collided with sibling
  interest_rate -> `Modalitat del tipus`.
- brex_items.provider_panel.sandbox_note_html: `L'staging` (broken
  contraction) -> `el staging`.

Idiom traps
- coinbase/binance/kraken wait_for_sync: `acabi de sincronitzar` is
  ambiguous in CA (`acabar de + inf` reads as "has just done X") ->
  `acabi la sincronització`.
- chats.ai_greeting.there: `a tothom` -> `''` (the EN fallback "Hey there"
  is singular; literal CA `tothom` is plural and wrong for 1:1 chat).
- transactions.split_parent_row.split_label: `Divideix` (imperative) is
  wrong as a status badge -> `Divisió` (noun).
- transactions.keep_both (2 occurrences): infinitive `mantenir ambdues` ->
  imperative `mantén-les totes dues` to match the sibling Yes/No buttons.
- rules.clear_ai_cache: `Reinicia` (restart) -> `Buida` (empty/clear),
  which matches the success notice (`s'està netejant`).

Moniker gender breakage (cross-file)
%{moniker} is interpolated downcased from family.moniker_label and may
resolve to feminine `família`/`llar` or masculine `grup`. Strings that
hard-code a gendered article ('al teu %{moniker}', 'aquesta %{moniker}',
'aquest/a %{moniker}') broke on at least one branch. Restructured the
affected sentences to drop the gendered determiner:

- account_sharings.show.no_members
- merchants.family_empty / family_title / provider_empty
- registrations.new.join_family_title
- settings.preferences.show.currencies_subtitle / sharing_subtitle
- simplefin_items.select_existing_account.no_accounts_found
- invitations.new.subtitle
- invitation_mailer.invite_email.subject (mailers/) + body (views/)
- snaptrade_items.providers.snaptrade.free_tier_warning

Terminology consistency
- models/account_statement/ca.yml attributes aligned with view-side
  forms: `Saldo d'obertura`/`Saldo de tancament` ->
  `Saldo inicial`/`Saldo final`; `Suggeriment de...` -> `Pista de...`.
- account_statements.coverage.status.not_expected:
  `No s'esperava` -> `No previst` (status label, not past action).
- account_statements.index.empty_unmatched: aligned with the section's
  own label `Safata sense aparellar`.
- imports.create.document_provider_not_configured + document_upload_failed:
  `arxiu vectorial` -> `magatzem vectorial` (correct TermCat term).
- coinstats_items blockchain gender: `els blockchains` / `un blockchain` ->
  `les blockchains` / `una blockchain` (feminine per TermCat).
- accounts.account.remove_default: `Treu el predeterminat` ->
  `Treu com a predeterminat` (pairs with sibling `Estableix com a
  predeterminat`).
- accounts.tax_treatments.tax_deferred: `Diferit fiscalment` (lit. calque)
  -> `Tributació diferida` (standard CA tax-accounting term).
- settings.payments.show.currently_on_plan: `Actualment al` ->
  `Actualment al pla:` (was a fragment).

Out of scope (review flagged, not applied here)
- LOW-severity stylistic preferences (Veure vs Mostra, etc).
- `models/category/ca.yml` default category names — seeded at family
  creation, not via I18n at runtime, so changes wouldn't affect existing
  families.
- `models/period/ca.yml` short labels mixing EN (MTD/YTD) and CA (STD/MA)
  — needs a one-convention decision separately.

* fix(i18n,ca): drop gendered article in period_activity + tighten cash-flow terms

- pages.dashboard.investment_summary.period_activity: 'Activitat del
  %{period}' contracted 'del' = 'de el' (masc.sg.). %{period} resolves
  to mixed forms ('Setmana en curs' fem, 'Últims 30 dies' pl., 'Any en
  curs' apostrophe), so hard-coded 'del' was wrong on most labels.
  Replaced with 'Activitat — %{period}' (em-dash) to skip the
  contraction entirely.
- pages.dashboard.outflows_donut.title / total_outflows: switched from
  bare 'Sortides' / 'Total de sortides' to 'Sortides de caixa' /
  'Total de sortides de caixa' to match TermCat's precise term
  ('sortida de caixa' = cash outflow).

* fix(i18n,ca): rephrase transfer source/destination amount labels

'Import d'origen' / 'Import de destinació' were literal calques of
'Source amount' / 'Destination amount'. In a multi-currency transfer
form (sender/receiver in different currencies) the natural CA pair is
'Import enviat' / 'Import rebut'.

* fix(i18n,ca): 'Dades en brut' -> 'Dades sense processar'

The literal calque of 'Raw data' read as too technical for personal-
finance UI. 'Dades sense processar' is the more natural Catalan
equivalent for raw/unprocessed data files.

* fix(i18n): localize Import col_sep label + separator options

The CSV upload form rendered 'Col sep' (the auto-humanized attribute
name) plus hardcoded English 'Comma (,)' / 'Semicolon (;)' options
from Import::SEPARATORS.

- activerecord.attributes.import.col_sep added (en + ca: 'Column
  separator' / 'Separador de columnes').
- Import.separator_options class method returns translated tuples;
  view switched from Import::SEPARATORS to Import.separator_options.
- activerecord.attributes.import.col_seps.{comma,semicolon} added so
  the option labels follow the active locale.

* fix(i18n,ca): drop moniker apposition in sharing/currencies section titles

- sharing_title 'Compartició de %{moniker}' rendered as 'Compartició
  de Família' (a noun-noun apposition that's odd in CA) -> 'Compartició
  de comptes'.
- sharing_subtitle replaced '%{moniker}' with 'entre els membres' so
  the sentence reads naturally and doesn't depend on moniker gender.
- currencies_title 'Divises de %{moniker}' had the same apposition
  -> 'Divises'. Subtitle no longer references moniker either.

* fix(i18n,ca): keep 'Self Hosting' untranslated

Reverted 'Autoallotjament' / 'autoallotjada' / 'autoallotjats' usages
to the original English 'Self Hosting' (sidebar label, breadcrumbs,
hostings page title, chat assistant settings hint, redis configuration
subheading, LLM usages cost-estimates description).

The brand-style term reads more naturally in EN for technical users
configuring their own deployment.

* fix(i18n,ca): lowercase 'self hosting' (sentence case in labels)

* fix(i18n): extract budget_categories stepper + allocation_progress strings

Hardcoded English strings on the budget category editor:
- 'Setup' / 'Categories' stepper labels in budgets/_budget_nav.html.erb
- 'X% set' / '> 100% set' / 'left to allocate' / 'Budget exceeded by ...'
  in budget_categories/_allocation_progress.erb
- '/m avg' caption + 'Shared' placeholder + 'Leave empty to share
  parent's budget' tooltip in budget_categories/_budget_category_form
  and _uncategorized_budget_category_form

Extracted to:
- budgets.budget_nav.{setup,categories}
- budget_categories.allocation_progress.{percent_set,over_set,left_to_allocate,budget_exceeded_html}
- budget_categories.budget_category_form.{monthly_average,shared_placeholder,shared_title}

CA translations added; EN keys mirror the prior literals.

* chore(i18n): drop translation tooling from PR

These were dev-only helpers used during the Catalan translation pass:

- script/lt_check_ca.rb: LanguageTool API checker (premium/free
  endpoint, picky mode, batching). Useful for ongoing locale QA but
  shouldn't ship in this feature PR.
- lib/tasks/i18n_screenshot.rake: rake task that flips user.locale and
  role on the demo user for walking the i18n surfaces locally.

Both stay available locally; pulled out of the PR scope.

* fix(i18n): apply PR review feedback (CodeRabbit + Codex)

- balance_reconciliation crypto_items: use :end_balance_crypto tooltip
  (was :end_balance_investment). Added new UI.account.balance_reconciliation.tooltips.end_balance_crypto key in en + ca.
- doorkeeper.ca.yml confidentiality.no: was YAML boolean false, now string 'No'.
- views/categories: 'Poor contrast, choose darker color or' continued with hardcoded 'auto-adjust.' button text; extracted to categories.form.auto_adjust key (en + ca).
- imports.create.document_upload_failed: 'a l'magatzem' was broken
  contraction -> 'al magatzem'.
- invitation_mailer body + mailer subject: 'unir-se' -> 'unir-te' (was
  3rd person, should be 2nd to match the rest of the copy).
- 7 strings across mercury_items / sophtron_items / simplefin_items /
  lunchflow_items / brex_items / indexa_capital_items / other_assets:
  'se sincronitzaran' -> 'es sincronitzaran', 'se segueixen' ->
  'es segueixen' (correct reflexive pronoun before consonants).
- settings.providers.status: key was 'false' (YAML-coerced), now 'off'
  to match settings/en.yml status.off used in view lookups.
- sophtron_items.sophtron_setup_required.message: stripped trailing
  blank line from the quoted scalar.
- settings/profiles/show.html.erb: switched 'family_moniker ==
  "Group"' branch checks to 'Current.family&.moniker == "Group"'.
  After Family#moniker_label started returning translated values,
  callers using the display label for branching would render the
  household copy for group families in ca. Compare the stored sentinel
  instead.
- Did not apply CodeRabbit's webauthn 'eliminada' -> 'desada' suggestion:
  the key is wired to the destroy action (verified at
  settings/webauthn_credentials_controller.rb:55), so 'eliminada' is
  correct.
2026-05-19 13:37:10 +02:00
Brendon Scheiber
0c126b1674 feat(i18n): extract hardcoded English strings to locale files (#1806)
* Extract hardcoded strings to i18n

Replace numerous hardcoded English strings with I18n lookups (t / I18n.t) across controllers, views, helpers, and components, and convert model validation error messages to symbol keys. Added multiple locale files under config/locales for models and views. This centralizes user-facing notices/alerts, UI text, import/validation messages, and prepares the app for localization and easier translation maintenance.

* Update en.yml

* Update preview-cleanup.yml

* Revert "Update preview-cleanup.yml"

This reverts commit 1ba6d3c34c.

* test: align i18n assertions with translated messages

* Standardize balance error key and tweak locales

Replace SophtronAccount's :requires_balance error key with :no_balance and update related locale strings for sophtron, plaid, and simplefin accounts to use the new key and clearer copy. Also switch the QIF upload redirect notice to use a relative translation key (t('.qif_uploaded')), remove an unused SSO providers help line, and fix a trailing-newline/whitespace issue in the subscriptions locale. These changes standardize validation keys and improve translation consistency and messaging.

---------

Co-authored-by: KiloClaw <kiloclaw@openclaw.ai>
2026-05-17 09:52:49 +02:00
0xτensor
0ad1e59165 fix(a11y): add skip-link and aria-current="page" to application layout (#1781)
* fix(a11y): add skip-link and aria-current="page" to application layout

* test(a11y): cover application layout skip-link and #main anchor

* fix(a11y): extend skip-link and #main anchor to settings layout
2026-05-14 21:53:31 +02:00
Guillem Arias Fauste
0d32bb70ec chore(design-system): swap raw gray classes for semantic tokens across remaining views (#1655)
* chore(design-system): swap raw gray classes for semantic tokens across remaining views

Finalizes the raw-color sweep started in #1652 (settings) and continued
in #1654 (holdings). Covers accounts, budgets, chats, pages, imports,
provider integrations (mercury, lunchflow, sophtron, enable_banking,
coinstats), auth flows (password reset, MFA, registrations), shared
layouts, and selected DS component hover states. 35 files, ~56 line
changes.

Mappings (matching the patterns established in the prior sweeps):

- text-white bg-gray-900 hover:bg-gray-800 (with optional focus:ring-gray-900)
  -> text-inverse button-bg-primary hover:button-bg-primary-hover
  -> focus:ring-button-bg-primary
- text-gray-500 / 600 / 700 -> text-secondary
- text-gray-800 -> text-primary
- text-gray-400 -> text-subdued
- hover:text-gray-700 / hover:text-gray-100 -> hover:text-primary
- bg-gray-50 / 100 / 200 (standalone) -> bg-surface-inset
- bg-gray-500/5 -> bg-gray-tint-5
- bg-gray-500/10 -> bg-gray-tint-10
- bg-gray-900 (decorative active states) -> bg-inverse
- hover:bg-gray-50 / 100 (standalone) -> hover:bg-surface-inset
- hover:bg-gray-300 -> hover:bg-surface-inset-hover
- bg-white hover:bg-gray-100 -> bg-container hover:bg-container-hover
- border-gray-300 -> border-secondary
- focus:border-gray-200 -> focus:border-secondary
- focus-within:border-gray-900 -> focus-within:border-primary
- DS::Buttonish outline / ghost / icon hover:
  hover:bg-gray-100 theme-dark:hover:bg-gray-700
  -> hover:bg-container-inset-hover

Left intentionally raw, with rationale:

- bg-gray-300 / bg-gray-400 decorative dots and avatar circles. The
  raw value reads OK against both bg-container variants; no semantic
  "neutral indicator" token exists. Same pattern as #1652 / #1654.
- bg-gray-400/20 theme-dark:bg-gray-500/20 (onboardings/trial). Custom
  alpha tint with no equivalent token.
- bg-white theme-dark:bg-gray-700 (DS::Tabs active pill, budgets tabs).
  Custom tab-pill pattern; gray-700 in dark mode (one shade lighter
  than page bg-gray-900) is intentional for visibility.
- bg-gray-100 theme-dark:bg-gray-700 (DS::Toggle base bg). Closest
  match (bg-container-inset-hover) is semantically a hover state.
- DS::Buttonish secondary variant gray-200/300/700/600 pattern. Same
  pattern as #1654 holdings; needs button-bg-secondary-strong from
  that PR. Will swap in a follow-up after #1654 merges.
- disabled:bg-gray-500 theme-dark:disabled:bg-gray-400 on inverse
  buttons (DS::Buttonish primary, enable_banking, coinstats). Custom
  disabled state for the inverse pair; no token.
- text-gray-300 SVG stroke (shared/_progress_circle).
- bg-white text-gray-900 (layouts/print). Print contexts intentionally
  light regardless of theme.
- bg-gray-800 / border-gray-700 / text-white / hover:text-gray-100
  (impersonation_sessions/_super_admin_bar). Admin overlay styled to
  remain dark in both modes; not a theme-aware component.

Files covered by other in-flight PRs were skipped to avoid rebase
conflicts: chats/_ai_consent's fg-inverse swap (#1626), shared/_text_tooltip
and shared/_money_field tooltip pills (#1626), investments/_value_tooltip
(#1626), components/DS/tooltip (#1626).

* fix(design-system): keep changelog avatar text raw to preserve dark-mode contrast

The changelog avatar fallback (when @release_notes[:avatar] is missing)
sits inside the "decorative + raw" exception list — bg-gray-300 stays
fixed across themes since no semantic neutral-indicator token exists.

The earlier sweep partially themed the pair: bg-gray-300 stayed raw but
text-gray-600 became text-secondary. text-secondary resolves to gray-300
in dark mode, which matches the bg → text became invisible against its
own background.

Reverting only the text class to text-gray-600 restores the original
fixed-light placeholder behavior. Both classes raw, both themes
readable.

* fix(design-system): address review feedback on raw-color-sweep-finalize

Six issues caught by CodeRabbit + Codex review:

1. focus:ring-button-bg-primary silently emits no CSS (×6 files).
   button-bg-primary is a custom @utility, not a theme color, so Tailwind's
   ring-{name} resolution finds no --color-button-bg-primary. Replaces with
   focus:ring-gray-900 theme-dark:focus:ring-white — same color flip as the
   button bg, but resolved through theme colors so the ring actually renders.
   Files: lunchflow/mercury/sophtron _api_error + _setup_required, coinstats_items/new.

2. accounts/show/_activity.html.erb: focus-within:ring-gray-100 was dead
   (no ring-width on the parent). Removed.

3. import/confirms/show.html.erb: uniform hover:bg-surface-inset-hover
   applied to both active and inactive step indicators created a jarring
   dark-to-light flip on the active step (bg-inverse → bg-surface-inset-hover).
   Now hover follows the resting state: active uses hover:bg-inverse-hover,
   inactive uses hover:bg-surface-inset-hover.

4. password_resets/new.html.erb: bg-white left raw alongside the migrated
   hover:bg-surface-inset. Swapped to bg-container so dark mode flips properly.

5. registrations/new.html.erb + password_validator_controller.js: view now
   uses bg-surface-inset on password strength block lines, but the Stimulus
   controller still toggled bg-gray-200 on validate. Updated controller to
   add/remove bg-surface-inset matching the view, so unmet states reset to
   the tokenized class instead of leaving raw gray-200 stuck on the element.
2026-05-04 21:47:01 +02:00
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 3e9d76ed0beb5ac5f2acbad61e4d1c39eadc9ac2.

* 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
Louis
9d3553f8c9 ui(sidebars): add subtle vertical separators and improve sidebar collapse behavior (#1416)
* ui(sidebars): add subtle vertical separators and improve sidebar collapse behavior

* ui(sidebars): stabilize vertical separators and refine layout transitions

* ui(sidebars): make settings sidebar dynamic and fix theme-switching border persistence

* ui(sidebars): improve accessibility by toggling inert attribute on collapse

* ui(sidebars): eliminate ghost borders on collapse by precisely toggling width classes

* ui(sidebars): use semantic border-divider token
2026-04-11 19:33:30 +02:00
sokiee
9693477761 Merge main: resolve grid layout conflicts, add missing privacy-sensitive coverage
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>
2026-03-22 10:46:52 +01:00
Chase Martin
50f3a5c030 Fix Plaid link script loading and first-sync account linking (#1165)
* fix: Handle conditional loading of Plaid Link script

* fix: Plaid accounts not linking on first sync

* fix: Handle Plaid script loading edge cases

* fix: Use connection token for disconnect safety and retry failed script loads

* fix: Destroy Plaid Link handler on controller disconnect

* fix: Add timeout to Plaid CDN script loader to prevent deadlocks
2026-03-13 08:11:51 +01:00
Alessio Cappa
69f4e47d68 Add safe-area padding for PWA on import page (#1113) 2026-03-03 21:12:27 +01:00
lolimmlost
f13da4809b Fix PWA: back/X buttons untappable in wizard layout (budget edit) (#1076)
The wizard layout header lacked safe-area-inset-top padding, causing
the back arrow and X button to sit under the system status bar in PWA
standalone mode. All other layouts already account for this.

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-01 22:42:53 +01:00
Chakib
d5d450fc1a Optimize privacy mode: move toggle to breadcrumbs bar, fix flash, improve UX
- Move privacy toggle button from dashboard-only to global breadcrumbs bar
  (desktop) and mobile top nav so it's accessible on every page
- Add _privacy_mode_check.html.erb inline script in <head> to prevent
  flash of unblurred content on first page load (same pattern as dark mode)
- Improve Stimulus controller: add iconOn/iconOff targets to toggle between
  eye/eye-off icons; update aria-pressed on all toggle targets simultaneously
- Remove hover-unblur (blur(4px) on hover) from CSS for security; add
  pointer-events: none to prevent interaction with blurred values
- Move i18n key from pages.dashboard scope to layouts.application scope;
  add privacy_mode translation to all 12 locales (EN, DE, FR, ES, CA,
  NL, NB, PT-BR, RO, TR, ZH-CN, ZH-TW)
2026-03-01 17:46:50 +01:00
Chakib
583d91291f Add privacy mode with blur toggle for financial data
- 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
2026-02-22 23:20:49 +01:00
Alessio Cappa
862d39dc3b fix: Remove additional padding from JS controller and add directly as a class (#1007) 2026-02-16 23:36:27 +01:00
Alessio Cappa
23087c1e98 feat: Display dashboard as a 2-columns grid on big screens (#1000)
* feat: display 2 columns grid in dashboard for wide screens

* fix: update sortable controller to consider X/Y coordinates

* fix: lint issues + missing variable init
2026-02-16 13:45:49 +01:00
Alessio Cappa
e0ae71f33a fix: Viewport issue in PWA (#995)
* fix: move safe-area padding from body/HTML to navbars. Add script to compute app height dynamically.

* fix: Initialize sankey tooltip with top-0 to avoid overflow

* fix: add fallback to HTML height

* fix: properly set bottom spacing and use position fixed for bottom navbar

* fix: move viewport controller initialization
2026-02-15 13:23:19 +01:00
Juan José Mata
9f6bf1080e Bring back /reports link
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-11 20:44:55 +01:00
Clayton
17e2971603 fix: keep nav bar sticky at top (#943)
* fix: keep nav bar sticky at top

* fix: sticky on settings page

* fix: keep padding in settings page

* fix: make all settings page title sticky

* fix: make buttons sticky with title

* fix: set header bar min height

* fix: mobile responsive

* fix: reduce header bar
2026-02-10 23:37:42 +01:00
Juan José Mata
705b5a8b26 First cut of a simplified "intro" UI layout (#265)
* First cut of a simplified "intro" UI layout

* Linter

* Add guest role and intro-only access

* Fix guest role UI defaults (#940)

Use enum predicate to avoid missing role helper.

* Remove legacy user role mapping (#941)

Drop the unused user role references in role normalization
and SSO role mapping forms to avoid implying a role that
never existed.

Refs: #0

* Remove role normalization (#942)

Remove role normalization

Roles are now stored directly without legacy mappings.

* Revert role mapping logic

* Remove `normalize_role_settings`

* Remove unnecessary migration

* Make `member` the default

* Broken `.erb`

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-09 11:09:25 +01:00
tlink
9a9ebb147b Add localization for onboarding goals across multiple languages (#873)
* Add localization for onboarding goals across multiple languages

* Add password requirements localization for multiple languages

* Refactor localization keys for authentication messages

* Add `oidc` localization key for multiple languages

* Add OIDC account localization for multiple languages

* Add localization for trial and profile setup across multiple languages

* Refactor OIDC button label fallback to prioritize label presence over localization key

* Refactor onboarding tests to use I18n for text assertions and button labels

* Linter

* Last test fix?!?

* We keep both `oidc` and `openid_connect` due to contatenation issues

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-03 14:49:21 +01:00
StalkerSea
a86329d632 PWA: Update manifest, meta tags, and fix UI layout issues (#801)
* pwa(cleanup): enforce LF, head meta + icons, manifest orientation, remove static webmanifest

* pwa(cleanup): add gitattributes, head meta/icons, manifest orientation; remove static manifest; small nav & dashboard fixes

* pwa(cleanup): improve transaction drawer header layout with inline close button

* fix: address PR review feedback

- Add dom_id to transaction header for Turbo Stream updates (Codex)
- Add pending badge next to date when transaction is pending (CodeRabbit)
- Make close button keyboard-focusable by removing tabindex=-1 (CodeRabbit)
- Fix settings nav horizontal scroll with flex-nowrap space-x-1 (CodeRabbit)

* fix: localize 'Linked with Plaid' tooltip string (CodeRabbit)

* Update .gitattributes

Better comment smh

* fix: align transaction/transfer dialog icons and update transfer drawer pattern

- Fix icon alignment in transaction header (items-center instead of items-start)
- Make transfer/linked icons consistent size and color
- Update transfers/show.html.erb to use frame: drawer with hide_close_icon pattern
- Match transfer dialog header layout with transaction details

* fix: enhance header layout

This in the transaction and transfer views, with consistent icon placement

* fix: remove fixed height from HTML document class

basically a regression issue pretty sure

* fix: update dialog rendering to use 'frame' and hide close icon in headers

* fix: update transaction type tabs layout for improved responsiveness

* fix: conditionally render transaction type tabs based on account type
2026-01-29 15:16:49 +01:00
Juan José Mata
32793ff8b4 fix: Enable scrolling on login page for small mobile devices (#754)
* fix: Enable scrolling on login page for small mobile devices

Changed auth layout containers from `h-full` to `min-h-full` and added
`overflow-y-auto` to allow content to scroll when it exceeds viewport
height on small mobile phones.

* Real fix

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-01-23 23:05:45 +01:00
Juan José Mata
4e425ce4e5 Add option for FOSS contribution payments (#730)
* First commit

* Use subscription flow for monetary contributions

* Removed only part of the SPAN

* Localize Stripe payments message

* More localization of contribution strings

* Missed two billing to payment changes

* Fix tests

* Localization of "Open Demo" strings

* Fix grammar error

* Update for consistency

* Localize CTA

* More localilzation strings
2026-01-21 20:45:04 +01:00
Alessio Cappa
fabd60c098 fix: PWA display issues (#653)
* 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
2026-01-15 12:53:35 +01:00
soky srm
25ac822308 Reports print functionality (#622)
* Print initial impl

* Try to keep the bigger section together

* /* Tufte-inspired Print Report Styles */

* styling

* I8n

* Move print styling out.

* FIX unrelated test ordering

on line 53 - import.rows.first doesn't guarantee ordering. Without an explicit ORDER BY, the database may return rows in any order.

* Update print-report.css

* Update print.html.erb

* pass data to view

* Update index.html.erb

* Fix ERB helpers

* Update reports_helper.rb
2026-01-12 14:40:30 +01:00
Juan José Mata
38f4c2222c Revert "Add print stylesheet for reports page (#499)" (#609)
This reverts commit 7915fee62c.
2026-01-11 11:08:20 +01:00
soky srm
66671d9e1f Merge pull request #511 from we-promise/codex/conditionally-load-plaid-javascript-library
Scope Plaid Link script to Plaid flows
2026-01-07 17:15:05 +01:00
Juan José Mata
7915fee62c Add print stylesheet for reports page (#499)
* Add print stylesheet for reports page

* Polish reports print layout

* Make sure all pages are printed

* Use design system tokens
2025-12-30 18:59:45 +01:00
Juan José Mata
1028dc3c1e Scope Plaid Link script to Plaid flows 2025-12-29 01:39:58 +01:00
Juan José Mata
528597c217 Revert "Fix GPU artifacts bug (#498)" (#510)
This reverts commit 7c524f2d74.
2025-12-29 01:36:11 +01:00
xenos
7c524f2d74 Fix GPU artifacts bug (#498)
* Update application.css

Signed-off-by: xenos <66328734+xenos1337@users.noreply.github.com>

* fix

---------

Signed-off-by: xenos <66328734+xenos1337@users.noreply.github.com>
2025-12-24 10:30:57 +01:00
Juan José Mata
5c293b532a Translate navigation labels (main nav + settings) (#472)
* Translate main navigation labels

Move main nav item names to layout locale keys.

* Use the interpolation that corresponds with the view name
2025-12-20 19:13:40 +01:00
k3rnel-pan1c
5f8a295479 Fix mobile bottom navigation disappearing on page navigation (#453) 2025-12-15 13:42:45 +01:00
Juan José Mata
d47aa2fe90 PWA offline error page + login page cleanup (#327)
* Add friendly PWA offline error page

When the PWA fails to connect to the server, users now see a branded
offline page with a friendly "technical difficulties" message, the
app logo, and a reload button. The page automatically attempts to
reload when connectivity is restored.

Changes:
- Created public/offline.html with branded offline experience
- Updated service worker to cache and serve offline page on network failures
- Added service worker registration in application.js
- Service worker now handles navigation requests with offline fallback

* Extract PWA offline logo to separate cached asset

Move the inline SVG logo from offline.html to a separate file at
public/logo-offline.svg. This makes the logo asset easily identifiable
and maintainable, as it may diverge from other logo versions in the future.

Changes:
- Created public/logo-offline.svg with the offline page logo
- Updated service worker to cache logo as part of OFFLINE_ASSETS array
- Updated fetch handler to serve cached offline assets
- Updated offline.html to reference logo file instead of inline SVG

* Update offline message for better readability

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* CodeRabbit comments

* Keep 40x and 50x flowing

* Dark mode

* Logo tweaks

* Login/sign up cleanup

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
2025-11-16 21:12:48 +01:00
ErNobyl
54656c943a added german translation (de) (#208)
* added german translation

consistently added all translation yml files for german language

* Correct quotation and syntax errors in new de locale files

Corrected misplaced or missing quotation marks in YAML

* Updated German translations

Added missing files, fixed for customizable branding

* corrected yml formatting

added missing "" when : where used in the string

* Interpolation errors

* More interpolation issues

* Last round of interpolation errors?

* Add German to supported locales

* Still a few more interpolations

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-14 13:38:16 +01:00
Juan José Mata
fcf792b560 PostHog support (#313) 2025-11-11 16:06:08 +01:00
soky srm
d9f8d064af Implement Reporting tab (#276)
* 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
2025-11-05 14:54:45 +01:00
Dylan Corrales
9b6ec259bd Show settings pages on md (#284)
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-05 12:42:44 +01:00
soky srm
e290e3d4a1 Recurring transactions (#271)
* Implement recurring transactions support

* Amount fix

* Hide section when any filter is applied

* Add automatic identify feature

Automatic identification runs after:
  - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
  - Plaid sync completes
  - SimpleFIN sync completes
  - LunchFlow sync completes
- Any new provider that we create.

* Fix linter and tests

* Fix address review

* FIX proper text sizing

* Fix further linter

Use circular distance to handle month-boundary wrapping

* normalize to a circular representation before computing the median

* Better tests validation

* Added some UI info

Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.

* Fix styling

* Revert text subdued look

* Match structure of the other sections

* Styling

* Restore positive amounts styling

* Shorten label for UI styling

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-01 09:12:42 +01:00
soky srm
4999409082 Implement an outflows section (#220) 2025-10-23 14:42:25 +02:00
Juan José Mata
7c5ddd674d Make branding configurable (#173)
* Remove orphan function

* Add centralized branding helpers and update locales

* Remove _plus and add (proper) brand

* No longer Sure, configurable

* Consistency with compose file naming

* Missed `product_name` mapping

* Fix brand/product name in mailers

* Product name in email reset flow

* Fix i18n errors/tests

* Fix password mailer brand/product name (again)

* Missed hardcoded `Sure` in onboarding goals

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* PR nitpick on documentation

* Missing interpolation key for invited UI

* Orphan assets

* New logos

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-10-22 19:14:03 +02:00
Juan José Mata
5706280dd7 More rebranding changes (#159)
* Replace Maybe for Sure in select code areas

* Make sure passwords are consistent

* Remove (admin|member) from demo data first name

* Database and schema names finally to `sure`

* Fix broken test

* Another (benchmarking) database name to `sure_*`

* More rebranding to Sure

* Missed this Maybe mention in the same page

* Random nitpicks and more Maybes

* Demo data accounts and more Maybes

* Test data account updates

* Impersonation test accounts

* Consistency with `compose.example.yml`
2025-09-24 00:19:51 +02:00
Alessio Cappa
2716fad72c fix: Check user's theme preference during page load (#156) 2025-09-23 15:43:36 +02:00
Juan José Mata
099425d240 First quick Sure rebrand (#74)
* First cut of smallest rebrand, pending icons

* Leave SQL schema tokens/user names the same for now

* First batch of logos

* Release notes/what's new

* /releases missing

* redirect_uri for sureapp://

* Padded logo

* Test the correct /releases URL

* Missed a few mobile URIs

* Some icons/asssets from /website/ repo

* Seed/sample data user @sure.local now

* New screenshot

* Want to keep their legal "boilerplate" from the upstream repo
2025-08-05 23:35:01 +02:00
Juan José Mata
656f7e9495 Remove Intercom integration (#51)
* Remove Intercom integration

* New Sure name

* More documentation/Discord link updates

* Bump to 0.6.1

* More copy fixes/Sure branding

* Make LLMs happy
2025-08-01 19:47:48 +02:00
Zach Gollwitzer
ab6fdbbb68 Component namespacing (#2463)
* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT

* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT

* Update stimulus controller references to use namespace

* Fix remaining tests
2025-07-18 08:30:00 -04:00
Zach Gollwitzer
63d8114b05 Separate exclude and one-time transaction handling (#2400)
* Separate exclude and one-time transaction handling

- Split transaction "exclude" and "one-time" toggles into separate controls in transaction detail view
- Updated Transaction::Search to show excluded transactions with grayed-out styling instead of filtering them out
- Modified IncomeStatement calculations to exclude both excluded and one_time transactions from totals
- Added migration to convert existing excluded transactions to also be one_time for backward compatibility
- Updated transaction list view to show asterisk for one_time transactions and gray out excluded ones
- Added controller support for kind parameter in transaction updates

🤖 Generated with [Claude Code](https://claude.ai/code)

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

* Fix linting issues

- Remove trailing whitespace from migration
- Fix ERB formatting throughout templates

🤖 Generated with [Claude Code](https://claude.ai/code)

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

---------

Co-authored-by: Claude <noreply@anthropic.com>
2025-06-20 17:10:36 -04:00
Josh Pigford
cba0bdf0e2 Fix OAuth mobile app support with custom URL schemes
- Configure Doorkeeper to allow custom URL schemes (maybeapp://)
- Disable force_ssl_in_redirect_uri to support non-HTTPS schemes
- Add custom Doorkeeper views with mobile OAuth detection
- Disable Turbo for mobile OAuth flows to prevent redirect interference
- Add display parameter preservation through OAuth flow
- Create custom Doorkeeper layouts with proper styling
- Add comprehensive integration tests for mobile OAuth flows
- Ensure all OAuth pages use proper doorkeeper/application layout

This allows the mobile app to complete OAuth authorization flows
without the web app interfering with custom URL scheme redirects.

🤖 Generated with Claude Code

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 05:38:23 -05:00
Zach Gollwitzer
9fabcf4c72 Redis check for self hosted apps (#2353)
* Redis check for self hosted apps

* Run linter with autocorrect

* Add Redis to CI
2025-06-09 18:30:52 -04:00
Zach Gollwitzer
10dd9e061a Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00