* 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.
* feat(design-system): DS::Disclosure :card variant + migrate 14 provider items
Resolves part of #1715 §6. The provider-item view templates
(binance, brex, coinbase, coinstats, enable_banking, ibkr,
indexa_capital, kraken, lunchflow, mercury, plaid, simplefin,
snaptrade, sophtron — 14 in total) all hand-rolled the same
`<details open class="group bg-container p-4 shadow-border-xs
rounded-xl">` shell with a custom summary inside and content below.
Extend `DS::Disclosure` with a `:card` variant that bakes the card
chrome onto the `<details>` element itself; the summary becomes
slot-driven via the existing `summary_content` slot. Provider items
keep their custom summary content (logos, brand colors, status copy)
unchanged — they just hand it to the slot instead of writing it
between `<summary>` tags.
API:
DS::Disclosure.new(variant: :card, open: true) do |d|
d.with_summary_content do
<div class="flex items-center gap-2">
chevron + custom summary markup
</div>
end
body content
end
While here:
- Drop the no-op `group-open:transform` from the default chevron
(Tailwind v4 applies `rotate-90` directly).
- Add `motion-safe:transition-transform motion-safe:duration-150`
to chevron rotation for reduced-motion respect (matches the
pattern landing in #1841).
- Extract `summary_classes` / `details_classes` helpers so the
default and card surfaces stay readable side-by-side.
Note: this PR touches `DS::Disclosure` and will textually conflict
with #1841 (focus-ring + reduced-motion polish). Both changes are
compatible — when #1841 merges first, the resolution is just
preserving both edits (the focus-ring classes are already merged
into `summary_classes` here).
* fix(review): use ring-alpha-black-300 focus token in DS::Disclosure
CodeRabbit P2: switch the focus-visible outline from raw
gray-900/white palette values to the alpha-black-300 ring token,
matching the established focus pattern on settings/provider_card.html.erb.
This keeps theme behavior centralized in the design system tokens
instead of branching on theme-dark: in the component.
Applies to both :default and :card summary variants.
* fix(review): stretch DS::Disclosure summary_content to full width
Codex P2 follow-up on the disclosure-migration stack: \`<summary>\` is
\`display: list-item\`, so a flex inner div inside the slot
shrink-wraps to content width — any \`justify-between\` the caller
adds has nothing to distribute, and the right-side admin actions
collapse toward the title across every provider-item partial migrated
to \`DS::Disclosure variant: :card\` in #1855 (and the panels in
#1856 / #1857 / #1858 that inherit this component).
Wrap the slot in \`<div class=\"w-full\">\` so caller-supplied flex
rows stretch across the card. \`:default\` variant is unchanged
(it never uses \`summary_content\`).
* third party provider scoping
* Simplify logic and allow only admins to mange providers
* Broadcast fixes
* FIX tests and build
* Fixes
* Reviews
* Scope merchants
* DRY fixes
* Add shared sync statistics collection and provider sync summary UI
- Introduced `SyncStats::Collector` concern to centralize sync statistics logic, including account, transaction, holdings, and health stats collection.
- Added collapsible `ProviderSyncSummary` component for displaying sync summaries across providers.
- Updated syncers (e.g., `LunchflowItem::Syncer`) to use the shared collector methods for consistent stats calculation.
- Added rake tasks under `dev:sync_stats` for testing and development purposes, including fake stats generation with optional issues.
- Enhanced provider-specific views to include sync summaries using the new shared component.
* Refactor `ProviderSyncSummary` to improve maintainability
- Extracted `severity_color_class` to simplify severity-to-CSS mapping.
- Replaced `holdings_label` with `holdings_label_key` for streamlined localization.
- Updated locale file to separate `found` and `processed` translations for clarity.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Improvements
- Fix button visibility in reports on light theme
- Unify logic for provider syncs
- Add default option is to skip accounts linking ( no op default )
* Stability fixes and UX improvements
* FIX add unlinking when deleting lunch flow connection as well
* Wrap updates in transaction
* Some more improvements
* FIX proper provider setup check
* Make provider section collapsible
* Fix balance calculation
* Restore focus ring
* Use browser default focus
* Fix lunch flow balance for credit cards
* 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
Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.
Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to:
- Establish the brand new and simplified dashboard view (pictured above)
- Establish and move towards the conventions introduced in Cursor rules and project design overview #1788
- Consolidate layouts and improve the performance of layout queries
- Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability
- Remove stale / dead code from codebase
- Remove overly complex code paths in favor of simpler ones
* Add geist font
* Design system css file
* Add cursor ui/ux rules
* Add shadows and shadow borders
* Replace primitives with tokens for common text and backgrounds
* Organize css
* Update switch and checkbox class names
* Add back global color variables
* Enhance Plaid connection management with re-authentication and error handling
- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states
* Remove redundant 'reconnect' localization for Plaid items
* Basic plaid data model and linking
* Remove institutions, add plaid items
* Improve schema and Plaid provider
* Add webhook verification sketch
* Webhook verification
* Item accounts and balances sync setup
* Provide test encryption keys
* Fix test
* Only provide encryption keys in prod
* Try defining keys in test env
* Consolidate account sync logic
* Add back plaid account initialization
* Plaid transaction sync
* Sync UI overhaul for Plaid
* Add liability and investment syncing
* Handle investment webhooks and process current day holdings
* Remove logs
* Remove "all" period select for performance
* fix amount calc
* Remove todo comment
* Coming soon for investment historical data
* Document Plaid configuration
* Listen for holding updates
