Commit Graph

13 Commits

Author SHA1 Message Date
Juan José Mata
868a0ae4d8 Add family moniker selection and dynamic UI labels (#981)
* Add family moniker selection and dynamic UI labels

Introduce a Family moniker persisted in the database with allowed values Family/Group, add required onboarding selection for it, and thread moniker-aware copy through key user-facing views and locales. Also add helper methods and tests for onboarding form presence and family moniker behavior.

* Small copy edits/change moniker question order

* Conditional Group/Family onboarding flow fixes

* Fix label

* Grouping of fields

* Profile Info page Group/Family changes

* Only admins can change Group/Family moniker

* Repetitive defaults

* Moniker in Account model

* Moniker in User model

* Auth fix

* Sure product is also a moniker

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-13 19:30:29 +01:00
Number Eight
408bdd6788 fix: transaction UI padding and mobile selection bar position (#847)
* style: adjust the bottom position of the transaction selection bar and remove unnecessary padding from transaction forms

* fix: prevent overlap with the navbar in PWA mode

* fix: prevent selection bar overlap with navbar in PWA mode

* Update _selection_bar.html.erb

Signed-off-by: Number Eight <55629655+CylonN8@users.noreply.github.com>

* Update _selection_bar.html.erb

Signed-off-by: Number Eight <55629655+CylonN8@users.noreply.github.com>

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Signed-off-by: Number Eight <55629655+CylonN8@users.noreply.github.com>
2026-02-01 23:50:39 +01:00
Alessio Cappa
47897fadd0 feat: Change protected indicator styling (#828)
* feat: Change protected indicator styling

* fix: apply review comment
2026-01-30 12:20:30 +01:00
LPW
6197419f6c Add protection indicator to entries and unlock functionality (#765)
* feat: add protection indicator to entries and unlock functionality

- Introduced protection indicator component rendering on hover and in detail views.
- Added support to unlock entries, clearing protection flags (`user_modified`, `import_locked`, and locked attributes).
- Updated routes, controllers, and models to enable unlock functionality for trades and transactions.
- Refactored views and localized content to support the new feature.
- Added relevant tests for unlocking functionality and attribute handling.

* feat: improve sync protection and turbo stream updates for entries

- Added tests for turbo stream updates reflecting protection indicators.
- Ensured user-modified entries lock specific attributes to prevent overwrites.
- Updated controllers to mark entries as user-modified and reload for accurate rendering.
- Enhanced protection indicator rendering using turbo frames.
- Applied consistent lock state handling across trades and transactions.

* Address PR review comments for protection indicator

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-24 16:03:23 +01:00
Mark Hendriksen
e9ae80c9fa Update selection bar styles and group classes (#648)
* Update selection bar styles and group classes

Replaces hardcoded color classes with design token classes for background, border, and text. Updates group and group-hover class names for edit and delete actions to use more specific variants.

* make the selection dars the same
2026-01-14 19:42:44 +01:00
soky srm
ca4fb7995c Implement holdings for lunch flow (#590)
* Implement holdings for lunch flow

* Implement holdings function call
2026-01-09 13:14:14 +01:00
Alessio Cappa
b3af8bf1ae Transactions & Activities pages improvements (#452)
* feat: Add toggle on mobile to show/hide checkboxes in transaction page

* fix: Add multi-select toggle also in activities page. Make JS controller compatible also in this view.

* feat: Add category in mobile view

* feat: Add mobile layout for transaction categories

* feat: Add margin for pagination on mobile

* fix: Ensure category exists when displaying the name

* fix: Adjust mobile paddings

* fix: Display "uncategorized" label if no category is set

* fix: Expand transaction name/subtitle

* feat: Add merchant name on desktop view

* feat: Move merchant name before account name

* fix: Add class to hide merchant on mobile

* feat: Add merchant logo on mobile

* fix: add pointer-events-none to merchant image on mobile view

* feat: toggle header checkbox in transaction page when button is clicked

* Remove unnecessary CSS class

* Remove duplicate CSS class

* Remove wrong Enable Banking logo URL

* Update app/views/transactions/_transaction.html.erb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>

* Revert "Update app/views/transactions/_transaction.html.erb"

This reverts commit 9766c50a1d.

* Add translation for Loan Payment/Transfer

* Apply review comments

* Add accessible name for toggle based on review comments

* Use border instead of border-1 class

* Apply review comments

* Missing l10n key

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Signed-off-by: Alessio Cappa <104093777+alessiocappa@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-12-24 01:57:16 +01:00
Mark Hendriksen
b4aa5194e8 Adjust color styles for checkboxes and text utilities (#152)
* Adjust color styles for checkboxes and text utilities

Updated checkbox hover and checked states for light and dark themes, including background and SVG fill colors. Modified text and foreground utility classes to use different gray shades in dark mode for improved contrast and consistency.

* Update selection bar and checkbox styles

Refines the selection bar appearance by updating its background, border, and text color classes. Adjusts the checkbox to use the light variant and improves disabled and checked state styles in the design system CSS, including correcting SVG fill colors for checkboxes.
2025-09-22 09:26:06 +02:00
Zach Gollwitzer
89cc64418e Add confirmation dialog for balance reconciliation creates and updates (#2457) 2025-07-15 18:58:40 -04:00
Alex Hatzenbuhler
8070986763 Standardize corners, backgrounds, and borders (#2271)
* Create shared ruler view

* Use collection rendering/spacer templates for rules, and new shared_ruler

* Use shared ruler for all the places a ruler is used

* Use shared ruler for imports and balance sheet

* Fix brakeman by using a static partial with a defined collection

* Standardize & improve a bunch of corners, fix some backgrounds, fix merchants for dark mode

* Update balance sheet

* misc cleanup

* Fix import table

* Remove middot
2025-05-21 10:28:56 -04:00
Alex Hatzenbuhler
443b834b46 Create shared ruler and standardize across views (#2240)
* Create shared ruler view

* Use collection rendering/spacer templates for rules, and new shared_ruler

* Use shared ruler for all the places a ruler is used

* Use shared ruler for imports and balance sheet

* Fix brakeman by using a static partial with a defined collection

* Update balance sheet
2025-05-20 15:13:18 -04:00
Zach Gollwitzer
90a9546f32 Pre-launch design sync with Figma spec (#2154)
* Add lookbook + viewcomponent, organize design system file

* Build menu component

* Button updates

* More button fixes

* Replace all menus with new ViewComponent

* Checkpoint: fix tests, all buttons and menus converted

* Split into Link and Button components for clarity

* Button cleanup

* Simplify custom confirmation configuration in views

* Finalize button, link component API

* Add toggle field to custom form builder + Component

* Basic tabs component

* Custom tabs, convert all menu / tab instances in app

* Gem updates

* Centralized icon helper

* Update all icon usage to central helper

* Lint fixes

* Centralize all disclosure instances

* Dialog replacements

* Consolidation of all dialog styles

* Test fixes

* Fix app layout issues, move to component with slots

* Layout simplification

* Flakey test fix

* Fix dashboard mobile issues

* Finalize homepage

* Lint fixes

* Fix shadows and borders in dark mode

* Fix tests

* Remove stale class

* Fix filled icon logic

* Move transparent? to public interface
2025-04-30 18:14:22 -04:00
Zach Gollwitzer
e657c40d19 Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
2025-04-14 11:40:34 -04:00