- PdfProcessor and BankStatementExtractor raise upfront when
pdf_content.bytesize exceeds MAX_PDF_BYTES (32 MB, matching
Anthropic's hard limit). Previously a 100 MB PDF would be
base64-encoded (~133 MB) and packed into the JSON body before
the API rejected it — peak heap ~270 MB per Sidekiq worker.
- BankStatementExtractor inspects response.stop_reason; when the
model hit max_tokens it logs a warning and flags result[:truncated]
so downstream callers know the transaction list may be incomplete.
- ISO date pattern added to statement_period_start/end schema in
PdfProcessor so the model can't return "March 2026" — Anthropic
enforces the regex via the tool's input_schema.
Tests cover the size guard (raises before any client.messages call),
truncated-result flagging, and the warning log path.
Implements process_pdf and extract_bank_statement on Provider::Anthropic
using the native `document` content block — no rasterization, no text
pre-extraction.
- Provider::Anthropic::PdfProcessor classifies the document, summarizes
it, and extracts statement metadata via a forced report_document_analysis
tool whose input_schema mirrors the existing Provider::Openai output
(document_type from Import::DOCUMENT_TYPES, summary, extracted_data).
- Provider::Anthropic::BankStatementExtractor returns the same
{ transactions, period, account_holder, account_number, bank_name,
opening_balance, closing_balance } shape via report_bank_statement so
downstream pdf_import code is provider-agnostic.
- Both attach the PDF as
{ type: "document", source: { type: "base64", media_type: "application/pdf", data: <b64> } }
— Claude 3.5+ / 4.x accept this natively (up to 32MB / 100 pages).
No pdf-reader, no pdftoppm, no chunking for typical statements.
- supports_pdf_processing? (introduced in PR 1) already returns true for
claude-* models, gating process_pdf with a clear error otherwise.
- Cost ledger rows are persisted via the shared UsageRecorder concern,
including cache_creation/cache_read tokens.
Tests verify the document block shape, tool_choice forcing, normalized
document_type for unknown classifications, transaction normalization
(date / amount / reference → notes), and the missing-tool_use error
path. Blank pdf_content raises before any client call.
Stacked on #1984 (PR 2/5). 4/5 pgvector RAG next.
- LlmUsage.infer_provider now returns "anthropic" for Bedrock /
Vertex shaped IDs (anthropic.* and anthropic/*), so cost-ledger
filtering by provider stays correct even when no per-MTok rate is
stored. Previously these IDs fell through to the "openai" default.
- AutoCategorizer drops the redundant nil sentinel from the
category_name enum — the union type [string, null] already permits
null, and some JSON Schema validators reject nil literals inside
enum arrays.
Implements auto_categorize, auto_detect_merchants, and
enhance_provider_merchants on Provider::Anthropic via forced tool calls,
plus the cost-ledger plumbing they need.
- Provider::Anthropic::AutoCategorizer, AutoMerchantDetector,
ProviderMerchantEnhancer each define a single output tool whose
input_schema mirrors the desired output, then force the model to call
it via tool_choice: { type: "tool", name: ..., disable_parallel_tool_use: true }.
Anthropic guarantees the tool_use.input matches the schema, so there
is no JSON parsing fragility, no <think> tag stripping, and no
json_object/json_schema fallback ladders.
- Concerns::UsageRecorder mirrors the OpenAI sibling but persists
cache_creation_input_tokens / cache_read_input_tokens to dedicated
columns instead of metadata.
- Migration adds cache_creation_tokens, cache_read_tokens (nullable
integers) to llm_usages. OpenAI rows leave them null.
- LlmUsage::PRICING gains Claude 4.x rows (opus-4-7 $15/$75, sonnet-4-6
$3/$15, haiku-4-5 $1/$5 per MTok). infer_provider returns "anthropic"
for claude-* via the existing exact/prefix lookup.
- Provider::Anthropic#chat_response now persists cache columns directly
rather than stashing them in metadata.
- 25-transaction batch cap mirrors the OpenAI provider so the cost
ledger sees the same shape regardless of which provider ran a batch.
Tests cover the forced-tool-call path, null/None normalization,
case-insensitive merchant matching, the missing-tool_use error path,
and Anthropic-specific pricing + provider inference on LlmUsage.
Stacked on #1983 (PR 1/5). 3/5 PDF + vision next.
Addresses three open CodeRabbit findings on PR #1983.
- Provider::Anthropic Langfuse rescue branches no longer include
`e.full_message` in `Rails.logger.warn`. `full_message` bundles the
backtrace + cause chain and on some SDK error types includes the
serialized request/response payload (prompt, model output). Logs
now report `#{e.class}: #{e.message}` only. Three sites:
create_langfuse_trace, log_langfuse_generation, upsert_langfuse_trace.
Note: Provider::Openai has the same pattern (copy-pasted source) —
harmonization deferred to a follow-up cleanup PR; this commit fixes
only the Anthropic provider to keep PR scope tight.
- MessageFormatter#parse_arguments now coerces any non-Hash parsed
result to `{}`. Anthropic's Messages API requires `tool_use.input`
to be a JSON object (map); a stored ToolCall::Function record whose
arguments parse to a scalar, bool, or array (corrupt row, legacy
data, cross-provider bleed) would otherwise produce a payload the
API rejects. Normal flow stores Hash arguments end-to-end so the
fix is defensive — adds 2 tests covering scalar/array JSON strings
and non-String non-Hash inputs.
- Assistant::Responder dedups the chat-history fetch. The previous
layout fired two near-identical `chat.messages.where(...).includes(
:tool_calls).ordered` queries per LLM turn (one for the OpenAI-shape
payload, one for the raw-records kwarg). A new memoized
`complete_chat_messages` fetches once; `chat_message_records` filters
out the current message via `Array#reject`, `openai_messages_payload`
iterates the cached array unchanged. One SQL query per turn instead
of two. Memoization scope = single Responder instance (per LLM call),
so cache invalidation is not a concern.
All 4370 tests pass (1 pre-existing libvips env error unrelated).
Rubocop + brakeman clean.
* 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>
* 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
- Provider::Anthropic#supports_pdf_processing? bypasses prefix gate for
custom endpoints, mirroring supports_model?
- Provider::Anthropic#initialize raises Error when custom_endpoint? AND
model.blank?, parity with Provider::Openai
- stream_chat_response captures partial usage on mid-stream errors and
records it via the new on_partial callback so chat_response can skip
the duplicate error row in the outer rescue
- safe_accumulated_message swallows the secondary failure when the SDK
cannot reconstruct a snapshot
- langfuse_client memoizes properly (||= instead of =) so repeated calls
don't churn Langfuse instances
- MessageFormatter sorts tool_calls by created_at then id so the
message array is deterministic across replays; skips tool_calls
missing both provider_call_id and provider_id rather than sending
`id: nil` and getting rejected by Anthropic
- Setting.anthropic_access_token default falls back through
ENV["ANTHROPIC_API_KEY"].presence (was missing .presence, so an
empty-string env value bled through)
- User#openai_configured? / #anthropic_configured? delegate to the
Provider::* class methods — single source of truth
- Assistant::Responder renames the OpenAI-shape history builder
conversation_history → openai_messages_payload so the kwarg name
matches the local method name (messages: openai_messages_payload,
conversation_history: chat_message_records)
- Assistant::Builtin stale-history comment updated to reference both
builders
Adds a streaming chat_response test using ad-hoc subclasses of the
SDK event types so the case/when dispatch matches via is_a? without
stubbing class-level === behavior.
Surface fixes raised by Codex + CodeRabbit on PR 1/5:
- Provider::Anthropic#chat_response now accepts (and ignores) a
`messages:` kwarg. Assistant::Responder passes both `messages:`
(OpenAI-shape) and `conversation_history:` (raw Message records) for
cross-provider parity, so the previous signature raised
ArgumentError on the first chat turn through the Anthropic provider.
- Provider::Anthropic#supports_model? bypasses the `claude` prefix
gate when a custom base_url is configured, mirroring the OpenAI
provider. Bedrock-shaped IDs like
`anthropic.claude-sonnet-4-5-20250929-v1:0` and
`claude-opus-4@20250514` are otherwise rejected by
Assistant::Provided#get_model_provider and the chat dies.
- Setting.anthropic_access_token is now in
EncryptedSettingFields::ENCRYPTED_FIELDS so the Anthropic API key
is encrypted at rest like every other provider secret. Previously
plaintext while siblings (openai_access_token, twelve_data_api_key,
external_assistant_token) were ciphertext.
- Chat.default_model falls back to whichever provider is actually
configured. Previously, with LLM_PROVIDER=anthropic but no
Anthropic credentials, the default model resolved to a Claude ID
that no registered provider supported, so chats failed even when
OpenAI was fully configured. Adds Provider::{Anthropic,Openai}#configured?
class methods for the readable callsite.
- Provider::Anthropic.effective_model uses
`ENV["ANTHROPIC_MODEL"].presence || Setting.anthropic_model` so the
Setting lookup is only performed when the env var is absent — the
previous `ENV.fetch(KEY, default)` evaluated the default arg
eagerly on every call.
- Provider::Anthropic::ChatConfig#anthropic_input_schema strips both
`:strict` and `"strict"` keys so JSON-decoded schemas with string
keys cannot leak the OpenAI-only flag through to Anthropic.
Test coverage added: supports_model? bypass on custom endpoints,
chat_response messages: kwarg compatibility, default_model fallback
in the three credential combinations, configured? against ENV +
Setting, strict-flag stripping for both key types, and a
`Setting.expects(:anthropic_model).never` assertion proving the
ENV-precedence test now exercises the lazy path.
All 4365 tests pass (1 pre-existing libvips env error unrelated).
Introduces Provider::Anthropic alongside Provider::Openai, implementing
the LlmConcept chat_response contract over the official anthropic Ruby
SDK. Batch ops, PDF, and RAG land in follow-up PRs.
- Provider::Anthropic uses Messages API for sync and streaming responses
- ChatConfig builds requests with ephemeral prompt-cache markers on the
system prompt and the last tool definition
- MessageFormatter reconstructs multi-turn history (text + tool_use +
tool_result blocks) from raw Message records, including the paired
user-role tool_result turn Anthropic requires after every tool_use
- ChatParser maps Anthropic Message into the shared ChatResponse Data
- Registry, Setting, User, Chat default model wired for ANTHROPIC_*
envs and Setting.anthropic_*; LLM_PROVIDER selects between providers
- Responder forwards raw conversation_history (Array<Message>) so
providers without hosted conversation state can rebuild context
- OpenAI provider accepts and ignores the new kwarg (no behavior change)
Tests cover provider init, model gating, MessageFormatter for all turn
shapes, ChatConfig request building (max_tokens, system cache, tool
conversion), ChatParser for text / tool_use / mixed blocks, Registry
discovery, and mocked chat_response success / error / function_request
paths. Live VCR cassettes recorded in a follow-up with a real key.
Stacked PRs: 2/5 batch ops + cost ledger, 3/5 PDF, 4/5 pgvector RAG,
5/5 settings UI + disclosure.
* 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.
* 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).
* 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>
* 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)
* 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>
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.
* 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.
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`.
* 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.
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`.
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.
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`.
* 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.
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.
* 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.
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.
#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.
`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.
* 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.
* 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]`.
* 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).
* feat(design-system): migrate 3 provider panels to DS::Disclosure :card variant
Resolves the panel slice of #1715 §6. Continuation of the
DS::Disclosure :card variant work — same migration pattern, applied
to the 3 provider-PANEL templates that share the card shape with the
provider-item templates landing on the parent branch.
Migrated `<details class="group bg-container p-4 shadow-border-xs
rounded-xl">` → `DS::Disclosure.new(variant: :card)` in:
- `app/views/settings/providers/_kraken_panel.html.erb` — 1 details
in the items-each loop.
- `app/views/settings/providers/_mercury_panel.html.erb` — 1 details
in the items-each loop.
- `app/views/settings/providers/_brex_panel.html.erb` — 2 details:
one in the items-each loop, one standalone "add connection" panel
that opened by default when no active items existed. The
conditional `<%= "open" unless active_items.any? %>` becomes
`open: active_items.none?` on the `:card` disclosure.
Panels do NOT show a chevron in their summary (different UX from
the per-item rows in #1855), so the migration preserves that — no
chevron inserted.
NOT migrated (intentionally — different shapes):
- `_ibkr_panel.html.erb` — `<details class="group bg-surface-inset
rounded-xl p-4">`. Uses bg-surface-inset, not bg-container — needs
a `:card-inset` variant we haven't built. Deferred.
- `_indexa_capital_panel.html.erb` — `<details class="group">` with
no card chrome. Inline expander; doesn't fit either disclosure
variant.
- `_snaptrade_panel.html.erb` — same inline pattern as indexa_capital.
* 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\`).
* fix(review): stretch :card summary flex row to full width
Codex P2 follow-up on #1856: the migrated kraken / mercury / brex
panel summary rows wrap their content in
\`<div class=\"flex items-center justify-between gap-X\">\`, but a
flex container inside \`<summary>\` (\`display: list-item\`)
shrink-wraps to content size, so \`justify-between\` had nothing to
distribute and the right-side admin actions collapsed toward the
title.
Add \`w-full\` so the flex row stretches across the card. The deeper
component-level fix lands in #1855 (wraps \`summary_content\` in a
\`w-full\` block); this commit makes #1856 self-contained against the
merge order.
* 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\`).
* feat(design-system): add DS::SearchInput + migrate 2 broken-focus callsites
Resolves#1715 §3.
Two standalone search-field callsites — `/settings/preferences`
currency filter and `/settings/providers` filter row — had a hand-
rolled markup that ended in `focus:ring-gray-500`. That utility has
no backing token in the design system (`ring-gray-500` isn't in
Tailwind's default + Sure doesn't register a gray ring color), so
the input rendered with zero focus indicator on a bordered
bg-container surface. Keyboard users couldn't tell when the field
was focused.
Introduce `DS::SearchInput` — icon-on-left, bordered, token-backed
focus ring matching the DS::Button pattern landing in #1840
(`outline-2 outline-offset-2 outline-gray-900` with the dark-mode
override). API:
DS::SearchInput.new(
name: "...",
placeholder: "...",
value: ...,
aria_label: "...", # defaults to placeholder
class: "...", # passed to the wrapper
**opts # spread onto the <input>, e.g. data-*
)
Migrate the two broken callsites. Three other "search" patterns
stay as-is (out of scope for this PR):
- `form.search_field :search` inside `styled_form_with` blocks
(accounts/show/_activity.html.erb, UI::Account::ActivityFeed) —
already routes through StyledFormBuilder's form-field CSS.
- Embedded-dropdown search input inside DS::Select, DS::Menu, and
the splits/category-select panels — uses a different shape
(no border, no ring) because the parent panel provides the chrome.
- Category dropdown's combobox search input
(app/views/category/dropdowns/show.html.erb) — has a custom
`role=combobox` flow and stays intentionally distinct.
* feat(design-system): add embedded variant to DS::SearchInput, migrate 2 more callsites
Adds `variant: :embedded` to `DS::SearchInput` for search inputs that
live *inside* another DS panel (DS::Select dropdown, splits category
filter, future DS::Popover-hosted filters). No own border / no own
focus ring — the parent panel provides the chrome, so adding ring
+ outline competes with its `focus-within` state.
API:
DS::SearchInput.new(variant: :embedded, placeholder: "...", data: {...})
The `:standalone` default (from the previous commit) stays unchanged
and remains the right choice for top-of-list filter inputs.
Migrated:
- `app/components/DS/select.html.erb` — the in-dropdown search input
for `DS::Select.new(searchable: true)`. Was the only remaining
internal raw <input type="search"> markup in the component.
- `app/views/splits/_category_select.html.erb` — split-transaction
category picker filter. Same shape as DS::Select's search but
hand-rolled because the picker isn't a vanilla DS::Select.
Three other search patterns stay out of scope (intentionally, per
the previous commit):
- `form.search_field :search` inside `styled_form_with` — uses
form-field CSS, different visual contract.
- `app/views/category/dropdowns/show.html.erb` — bespoke
`role="combobox"` flow with `aria-expanded` / `aria-autocomplete`
semantics that don't belong in this primitive.
* fix(review): mobile font + embedded variant focus-within ring
- DS::SearchInput: switch text-sm -> text-base sm:text-sm on both
variants so the input keeps its 16px base size on mobile. iOS
Safari zooms the viewport when a focused input is below 16px,
which the unconditional text-sm was triggering on the Settings
Preferences currency search and Settings Bank Sync provider
search.
- DS::Select (searchable variant) + splits/_category_select:
add focus-within:ring-4 focus-within:ring-alpha-black-200
(with theme-dark variant) on the wrapper around the embedded
search input. The embedded variant intentionally has no own
focus ring so it inherits chrome from its parent panel — but
the two current parent panels were not providing one, so
keyboard focus on the dropdown search box rendered with no
visible indicator. Ring matches the .form-field token used
across the design system.
* fix(merge): repair DS::Select search input merge resolution
The previous merge of main left invalid Ruby inside the DS::SearchInput
`data:` hash:
aria-label="<%= t("helpers.select.search_placeholder") %>"
This is an ERB string assignment masquerading as a hash entry — it does
not parse and would have raised SyntaxError at render. Two follow-ups:
- Drop the `aria-label` entry entirely. `DS::SearchInput` already
defaults `aria_label` to `placeholder`, and `placeholder` is set
on the call, so the resulting <input> already carries
`aria-label="<%= t(...) %>"`.
- Restore the `input->select#syncTabindex` action that main #1848
added on the embedded search input. It keeps the roving tabindex
on the listbox in sync as filtered results change. Original PR
branch had only `list-filter#filter`; reintegrate both with
explicit `input->` event prefixes for parity with main.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat(dashboard): zoom into cashflow sankey categories
Click a category node on the dashboard cashflow Sankey to focus on it and
its descendants only; a back button restores the full view. Clicking the
Cash Flow node zooms to the expense (outbound) side.
- Pure utility (app/javascript/utils/sankey_zoom.js) computes the
descendant subgraph from a clicked node, with direction inferred by
reachability from the cash flow node (outbound for expense, inbound
for income).
- Stable node ids emitted from the controller so the JS can identify
nodes across re-renders.
- Stimulus controller adds chart + zoomOutButton targets, fade
transition, and only sets a pointer cursor when a node has children.
- Node:test coverage for expense, income, cash-flow, and malformed-data
cases; \"type\": \"module\" added to package.json so the .js util is
ESM-compatible under Node.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* refactor(dashboard): extract cashflow sankey chart partial
Deduplicate sankey chart markup between inline and expanded dialog views,
and reset zoom state when chart data changes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* refactor(js): rename sankey_zoom util to .mjs to drop project-wide ESM flag
Removes "type": "module" from package.json to avoid implicitly switching
every .js file in the project to ESM (a future footgun for any .js config
file added by Biome, Vite, etc.). Renames the utility to .mjs so node --test
can import the ES module directly, and adds an explicit importmap pin since
pin_all_from only globs .js/.jsm.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* fix(assets): register .mjs MIME type for Propshaft
Propshaft derives Content-Type from Mime::Type.lookup_by_extension, which
returns nil for :mjs by default. Browsers refuse to execute ES modules
served with an empty Content-Type, breaking the sankey_zoom util loaded
via importmap.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
* feat(design-system): split DS::Menu into strict action-list + new DS::Popover for mixed content
Closes#1743.
DS::Menu used to absorb both action-list dropdowns (row context menus,
"more actions") AND mixed-content panels (user-account dropdown,
filter forms, picker pop-ups). The two shapes carry incompatible a11y
contracts:
- **Action list**: `role="menu"` container, `role="menuitem"` children,
Up/Down arrow nav per WAI-ARIA APG.
- **Mixed content**: NO menu role — `role="menu"` restricts AT users
to menuitem-only navigation and breaks any panel with forms,
headings, or generic groupings.
This PR splits the component:
## DS::Menu (tightened)
Strict action-list primitive. Variants reduced to `:icon` and
`:button` (no `:avatar`). `custom_content` slot removed. Bakes in:
- `role="menu"` on the panel, `aria-haspopup="menu"` +
`aria-expanded` + `aria-controls` on the trigger.
- `role="menuitem"` + `tabindex="-1"` on every DS::MenuItem; the
controller installs roving tabindex (first item gets `tabindex="0"`
when the menu opens) and handles ArrowUp/Down/Home/End +
Escape + Enter/Space activation.
- `role="separator"` on the divider variant.
- Stable per-instance `menu-<8-char hex>` id so the trigger's
`aria-controls` resolves correctly.
`DS::Menu.new(variant: :avatar, ...)` now raises ArgumentError
pointing at DS::Popover.
## DS::Popover (new)
Positioned panel for **mixed**, **non-action-list** content: account
menus, picker forms, filter forms, embedded controls. Slots: `button`,
`header`, `custom_content`. Variants: `:icon`, `:button`, `:avatar`.
NO `role="menu"` — the panel announces as a generic dialog-popup
(`aria-haspopup="dialog"`, `aria-expanded`, `aria-controls`).
Mirrors DS::Menu's floating-ui positioning + Escape/outside-click
lifecycle in its own Stimulus controller (`DS--popover`). Avatar
variant ships a focus ring + bumped touch target (44×44 via `w-11
h-11` per #1738).
## Migrated callsites (7 → DS::Popover)
- `app/views/users/_user_menu.html.erb` — avatar trigger + profile
header + nav links (items kept as DS::MenuItem inside
`custom_content` for visual parity)
- `app/views/categories/_menu.html.erb` — turbo-framed category picker
- `app/views/budgets/_budget_header.html.erb` — budget picker
- `app/views/reports/index.html.erb` — period picker
- `app/views/holdings/_cost_basis_cell.html.erb` — cost-basis edit form
- `app/views/transactions/searches/_form.html.erb` — filter form
- `app/components/UI/account/activity_feed.html.erb:70` — status
checkboxes (the row-level "new" menu on line 9 stays as DS::Menu)
The other 33 DS::Menu callsites stay as-is — pure action lists.
Locale: `ds.popover.avatar_default_label` + `users.user_menu.aria_label`
keys added (en only; other locales handled in a separate i18n pass).
* fix(test): update sidebar user-menu selector for Menu→Popover migration
The user-menu now renders as `DS::Popover` (variant: :avatar) instead
of `DS::Menu` after the menu split, so its trigger carries
`data-DS--popover-target="button"` rather than the old
`data-DS--menu-target`. Update the sidebar-driven settings test helper
to match — every system test that drives Settings via the sidebar
gates on this selector.
* fix(review): DS::Popover/Menu trigger a11y + caller-attr preservation
- popover.rb / menu.rb: button slot now merges (not overwrites) caller-
provided data and aria hashes, sets aria-haspopup/expanded/controls on
the :button variant, defaults type="button" on block-rendered buttons.
- menu.rb / menu.html.erb: drop renders_one :header (strict-menu API
shouldn't expose an arbitrary-markup escape hatch); preview updated.
- menu_controller.js: handle Enter/Space activation on focused menuitem
so keyboard navigation matches the ARIA menu pattern.
- cost_basis_cell / transactions/searches/_menu: retarget cancel button
data-action from DS--menu#close to DS--popover#close (host controller
changed in the migration).
* fix: apply CodeRabbit auto-fixes
Fixed 1 file(s) based on 1 unresolved review comment.
Co-authored-by: CodeRabbit <noreply@coderabbit.ai>
* fix(review): MenuItem roving: false for DS::Popover usage
Codex P1 on #1850: \`DS::MenuItem\` hard-codes \`tabindex=\"-1\"\` and
\`role=\"menuitem\"\` for both link and button variants — correct
inside \`DS::Menu\` (which provides arrow-key roving and announces
\`role=\"menu\"\`), but breaks every \`DS::MenuItem\` rendered inside
\`DS::Popover\` (\`app/views/users/_user_menu.html.erb\`). Popover has
no roving handler, so Tab skips every item — Settings, Changelog,
Feedback, Contact, Log out become keyboard-unreachable.
Add a \`roving:\` keyword (default \`true\`) to \`DS::MenuItem\` that
gates both \`tabindex=\"-1\"\` and \`role=\"menuitem\"\`. \`DS::Menu\`
callers keep the default (roving menu semantics intact). Pass
\`roving: false\` from \`_user_menu.html.erb\` so user-menu items land
in the normal Tab order. Existing \`menu.with_item(...)\` callers in
the design system still default to \`true\`, so no behavior change for
\`DS::Menu\` consumers.
* fix(review): make menuitem_attrs authoritative on roving
CodeRabbit Major on #1850: \`merged_opts\` was splatted AFTER
\`menuitem_attrs\` in \`DS::MenuItem#wrapper\`, so a stray
\`role: :button\` or \`tabindex: 0\` from a \`menu.with_item(..., role: …)\`
caller could silently downgrade the \`DS::Menu\` ARIA contract that
\`menuitem_attrs\` enforces.
Strip \`:role\` and \`:tabindex\` from \`merged_opts\` whenever
\`roving\` is enabled, then splat \`menuitem_attrs\` last. When
\`roving: false\` (popover usage in \`_user_menu.html.erb\`) callers
keep full control — Tab order and explicit ARIA stay tunable by the
caller.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: CodeRabbit <noreply@coderabbit.ai>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* refactor(design-system): migrate 9 hand-rolled buttons with orphan btn-- classes to DS::Button / DS::Link
Part of #1715 §5. The `btn`, `btn--primary`, `btn--outline`, `btn--ghost`,
`btn--sm` CSS classes have no backing styles anywhere in the codebase
(no .btn definition in app/assets/, no Bootstrap dependency). These
callsites have been rendering unstyled buttons / links since the
underlying CSS was last removed.
Migrate the 9 broken callsites:
- `app/views/transactions/show.html.erb` — duplicate-merge action
buttons (×2): `button_to ... class: "btn btn--primary btn--sm"` /
`class: "btn btn--outline btn--sm"` → DS::Button with href +
variant + size + `data: { turbo_method: :post }`.
- `app/views/snaptrade_items/select_existing_account.html.erb` —
"Go to Provider Settings" link → DS::Link primary sm.
- `app/views/indexa_capital_items/select_existing_account.html.erb` —
same pattern → DS::Link primary sm.
- `app/views/import/confirms/show.html.erb` — Publish button +
Cancel link → DS::Button primary full-width + DS::Link ghost
full-width.
- `app/views/simplefin_items/new.html.erb` — Cancel link
(`class: "btn"` only) + Connect submit → DS::Link secondary +
bare `f.submit` (already routes to DS::Button via
StyledFormBuilder).
- `app/views/settings/providers/_ibkr_panel.html.erb`,
`_snaptrade_panel.html.erb`,
`_indexa_capital_panel.html.erb` — strip the orphan
`class: "btn btn--primary"` from `f.submit` callers; the submit
is already a styled DS::Button via the form builder.
The next PR in this chain (Phase B) will tackle the larger inline-
button cluster (~29 files, 38 instances) — provider panels and
provider-item flows hand-rolling the same
`inline-flex items-center justify-center rounded-lg px-4 py-2
text-sm font-medium text-inverse bg-inverse hover:bg-inverse-hover
focus:outline-none focus:ring-2 focus:ring-primary transition-colors`
string.
* fix(review): render DS::Button for unstyled submits in PR #1859
- simplefin_items/new.html.erb uses plain form_with (not
styled_form_with), so f.submit was rendering a bare browser submit
input. Render DS::Button with type: :submit explicitly.
- _indexa_capital_panel.html.erb already uses styled_form_with;
strip the orphan Tailwind class string from f.submit so
StyledFormBuilder fully owns the DS::Button styling (matches the
IBKR and SnapTrade panel pattern).
Addresses Codex and CodeRabbit feedback on #1859.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* refactor(design-system): migrate single-color semantic tokens to @theme + lint @utility /N footgun
Closes#1653. Tailwind v4 auto-generates the `/N` opacity-modifier
pipeline (`color-mix(in oklab, var(--color-X) N%, transparent)`)
only for colors declared in `@theme`. Tokens emitted as
`@utility name { @apply ... }` bypass that pipeline entirely, so
`text-link/70`, `bg-surface/50`, etc. silently compile to nothing —
the workaround from #1626 was `text-inverse opacity-70`.
Migrate the 11 single-color semantic tokens whose class names match
Tailwind's color-utility convention (`bg-X`, `text-X`, `border-X`)
and have no cross-prefix collision:
bg-surface, bg-surface-hover, bg-surface-inset, bg-surface-inset-hover
bg-container, bg-container-hover, bg-container-inset, bg-container-inset-hover
bg-nav-indicator
text-link
border-tertiary
After migration, `--color-surface`, `--color-container`, etc. live
in `@theme` and Tailwind auto-generates every prefix variant
(`bg-surface`, `text-surface`, `border-surface`, plus
`/10`..`/100`). The original utility class names are preserved
(now via auto-generation instead of `@utility` blocks), so every
existing callsite continues to work.
NOT migrated, by design:
- **inverse family** (`bg-inverse`, `text-inverse`, `bg-inverse-hover`,
`border-inverse`): bg- and text- variants have *different* colors,
cannot share one `--color-inverse`. Renaming the family
(`bg-strong-surface` + `text-on-strong-surface`) would touch
~61 view files and trade one footgun for semantic loss; deferred
until a concrete `bg-inverse/N` use case appears.
- **primary/secondary/subdued/destructive** (cross-prefix collision):
`text-primary` (gray.900) and `border-primary` (alpha-black.300)
carry deliberately distinct values, can't share `--color-primary`.
Same for the secondary/subdued pairs. Migrating either alone
would force a rename of the other.
- **button-bg-*, tab-item-*, tab-bg-group**: class names don't
follow Tailwind's `<prefix>-<name>` convention, so
auto-generation would emit `bg-button-bg-primary` not
`button-bg-primary`.
- **composites** (`bg-loader`, `bg-overlay`, `shadow-border-*`,
`border-divider`): compile to multiple properties or
alias-reference other utilities — must stay as @utility.
Add an `erb_lint` DeprecatedClasses rule covering the
@utility-only tokens with `\d+` regex modifiers so any future
`text-inverse/70` etc. fails CI with the explanation that
`opacity-N` is the workaround and #1653 is the tracking issue.
Verified the rule fires on synthetic input; verified zero new
violations on the existing app.
Stats: `@utility` blocks dropped from 45 → 34; @theme primitives
grew from 183 → 194.
* fix(review): cover remaining @utility /N footgun tokens in erb_lint
CodeRabbit flagged that the new DeprecatedClasses /N rule missed
seven still-defined @utility color tokens: border-destructive,
border-solid, button-bg-secondary-strong, button-bg-secondary-strong-hover,
button-bg-disabled, button-bg-ghost-hover, button-bg-outline-hover.
Without them, classes like button-bg-disabled/50 pass lint while
Tailwind silently drops the class.
Adding the patterns surfaced two pre-existing offenders
(border-destructive/30, border-destructive/20). Swap both to solid
border-destructive — the @utility override defines red-500 (light)
while --color-destructive in @theme is red-600, so the /N modifier
was rendering an off-shade rather than the intended faded variant.
Verified the rule fires on synthetic input for all seven new
patterns, then verified zero remaining violations on the new
patterns across app/**/*.erb.
* chore(erb_lint): add trailing newline to .erb_lint.yml
Per review feedback on #1849. Some editors flag the missing newline;
keeps style consistent with the rest of the codebase.
