Commit Graph

18 Commits

Author SHA1 Message Date
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
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
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
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
Zach Gollwitzer
d75be2282b New Design System + Codebase Refresh (#1823)
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
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
282c05345d Preserve transaction filters and transaction focus across page visits (#1733)
* Preserve transaction filters across page visits

* Preserve params when per_page is updated

* Autofocus selected transactions

* Lint fixes

* Fix syntax error

* Fix filter clearing

* Update e2e tests for new UI

* Consolidate focus behavior into concern

* Lint fixes
2025-01-30 14:12:01 -05:00
Zach Gollwitzer
195ec85d96 Budgeting V1 (#1609)
* Budgeting V1

* Basic UI template

* Fully scaffolded budgeting v1

* Basic working budget

* Finalize donut chart for budgets

* Allow categorization of loan payments for budget

* Include loan payments in incomes_and_expenses scope

* Add budget allocations progress

* Empty states

* Clean up budget methods

* Category aggregation queries

* Handle overage scenarios in form

* Finalize budget donut chart controller

* Passing tests

* Fix allocation naming

* Add income category migration

* Native support for uncategorized budget category

* Formatting

* Fix subcategory sort order, padding

* Fix calculation for category rollups in budget
2025-01-16 14:36:37 -05:00
Zach Gollwitzer
c3248cd796 Improve account transaction, trade, and valuation editing and sync experience (#1506)
* Consolidate entry controller logic

* Transaction builder

* Update trades controller to use new params

* Load account charts in turbo frames, fix PG overflow

* Consolidate tests

* Tests passing

* Remove unused code

* Add client side trade form validations
2024-11-27 16:01:50 -05:00
Zach Gollwitzer
cbba2ba675 Basic Plaid Integration (#1433)
* 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
2024-11-15 13:49:37 -05:00
Zach Gollwitzer
1d20de770f User Onboarding + Bug Fixes (#1352)
* Bump min supported date to 20 years

* Add basic onboarding

* User onboarding

* Complete onboarding flow

* Cleanup, add user profile update test
2024-10-23 11:20:55 -04:00
Zach Gollwitzer
707c5ca0ca Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -04:00
Josh Brown
7f491f5064 Add trends to sidebar account list (#697) 2024-04-29 09:56:38 -04:00
Zach Gollwitzer
9bda7efc3f New Settings Menu, Routes and Controllers Organization (#641)
* Add new settings routes and controllers

* Add new settings view, restructure controllers and routes

* Fix lint errors
2024-04-18 07:56:51 -04:00
Josh Pigford
8c2cb928c2 Update en.yml 2024-02-10 19:25:14 -06:00
Josh Brown
9284352f06 Build out account sidebar (#391)
* Build out account sidebar

* Use detail and summary element instead of controller

* Update localisation

* Remove redundant code
2024-02-08 15:46:27 -06:00
Muhammed Kılıç
b8198d17b7 Fix accounts title and i18n variable name (#333) 2024-02-06 13:50:11 -06:00
Josh Pigford
774c1518e8 i18n spelling fix 2024-02-06 12:08:40 -06:00
Ricardo Siqueira de Oliveira Leite
c8a659694d Start I18n Internationalization setup (#276)
* start internationalization_setup

* add passwords views translations

* add account views translations

* fix translations

* temporary disable i18n used key
2024-02-06 11:58:17 -06:00