* feat(wise): add Wise integration with JAR savings account and activity support
- Add WiseItem/WiseAccount models with full sync pipeline (importer, syncer, processor)
- Detect income vs expense using targetAccount == recipientId from borderless accounts API
- Support JAR (SAVINGS) accounts with totalWorth balance and savings subtype
- Fetch JAR activity via profile activities API (INTERBALANCE, BALANCE_CASHBACK, BALANCE_ASSET_FEE)
- Route INTERBALANCE activities to both JAR and STANDARD accounts and link as Transfer records
- Add provider connection status registration, routes, views, and i18n
- Add migration for wise_items and wise_accounts tables
- Add tests for WiseAccount, WiseEntry::Processor, WiseActivity::Processor, WiseItem::Importer, and WiseItem#link_jar_transfers!
* chore(lint): add ignore to security scan (false positive)
* fix(wise): address PR review feedback on activity routing, HTML stripping, rate limiting, and scope extraction
- Replace title string matching in activity_for_account? with resource.id vs balance_id comparison to avoid breakage when users rename JAR accounts on Wise
- Replace gsub(/<[^>]+>/, "") with ActionController::Base.helpers.strip_tags to safely handle user-controlled HTML-like content
- Wrap paginated API calls in with_rate_limit_retry (up to 3 attempts, exponential backoff) to handle 429 responses during fetch_jar_activities and fetch_transfers
- Extract WiseAccount.unlinked scope and remove duplicated left_joins query from controller
* fix(wise): address PR #2433 review feedback
- Wire @wise_items into AccountsController#index so linked accounts appear on /accounts
- Fix find_wise_account_for_linking to preserve .active scope via .merge instead of .then
- Fix cross-currency incoming transfer amount to use targetValue instead of sourceValue
- Add missing select_profiles.session_expired locale key
- Add missing account_name interpolation to link_existing_account success notice
- Use i18n for profile type labels in profile_display_name
- Trigger wise_item.sync_later after account linking in all three linking actions
- Isolate fee transaction failure so it no longer aborts the main transfer import
- Use bare raise in WiseActivity/WiseEntry processors to preserve original backtrace
- Re-raise in WiseItem::Unlinking to prevent silently orphaned Holdings
- Fix avatar badge to use design system tokens (bg-container-inset, text-primary)
* fix(wise): fix INTERBALANCE routing and encrypt pending token in session
* fix(wise): replace hand-rolled buttons/links with DS::Button and DS::Link
Address repeated sure-design DS drift findings: migrate all manual
Tailwind button_to and link_to calls in Wise views to DS::Button
(outline/outline_destructive variants) and DS::Link (secondary variant).
Add missing provider_panel.disconnect locale key for the disconnect button text.
* fix(wise): use render_provider_panel_error in create instead of missing new template
* fix(wise): add missing comma in PROVIDERS array
CI failed with a SyntaxError because the questrade entry wasn't
comma-terminated before the wise entry.
* chore(wise): re-add pipelock:ignore for pending token param
Lost when the token source moved from session to an encrypted params
field in 0b5dc886, causing the CI secret scanner to flag a false positive.
* fix(test): widen random ticker suffix to avoid rare collision flake
hex(2) only yields 65536 possible tickers, so create_trade's 4 calls per
test run had a small but nonzero chance of colliding on the unique
ticker+exchange index. hex(8) makes collisions practically impossible.
The four inline (non-DS::Tooltip) tooltips had drifted: three used
p-2 rounded w-64, one used p-3 rounded w-72 with shadow-lg, and all used
rounded (4px) where DS::Tooltip uses rounded-md (6px). Unify them on
p-2 rounded-md w-64 — radius now matches DS::Tooltip and the lone
p-3/w-72/shadow-lg outlier is gone, so the dark tooltips read
consistently.
* refactor(design-system): migrate fg-* utilities to text-* and remove namespace
The design system carried two parallel namespaces for foreground colors:
text-* (canonical, ~2,000 uses) and fg-* (32 uses). Most fg-* tokens
were 1:1 duplicates of a text-* counterpart. fg-gray was nearly
identical to text-secondary, with a one-step shade difference in dark
mode.
This PR migrates all 32 usages to their text-* equivalents and removes
the fg-* block from the design tokens. Closes#1606.
Mapping:
- fg-inverse -> text-inverse (20 usages, identical light/dark values)
- fg-gray -> text-secondary (7 usages; light values match, dark is
one step lighter: gray-300 vs gray-400)
- fg-primary -> text-primary (3 usages, identical values)
- fg-subdued -> text-subdued (2 usages, identical values)
The four other fg-* tokens (fg-contrast, fg-primary-variant,
fg-secondary, fg-secondary-variant) had zero usages despite being
defined; they are removed without replacement.
JSON / build:
- design/tokens/sure.tokens.json: $version 1.0.0 -> 2.0.0 (breaking
schema change per the policy added in #1620). 8 fg-* token
definitions removed.
- button-bg-ghost-hover's dark value still references "fg-inverse"
internally; rewritten to "bg-gray-800 text-inverse" so the cleanup
doesn't break that utility.
- _generated.css regenerated. 42 utility blocks now (was 50).
Lookbook tokens preview:
- The Text & foregrounds section dropped its split between text-*
(canonical) and fg-* (legacy). Now a single section listing the
five text-* utilities. The "(legacy)" framing is gone since there's
no legacy left.
README:
- design/tokens/README.md's button-bg-ghost-hover edge-case example
updated to reflect the new "bg-gray-800 text-inverse" dark value.
Visual review needed in dark mode:
- Anywhere icons use the application_helper#icon helper with
color: "default" (most icons in the app). The default class moved
from fg-gray (gray-400 dark) to text-secondary (gray-300 dark), so
default-color icons render slightly lighter in dark mode.
- DS::Buttonish icons in secondary buttons (same shade shift).
- DS::Link icons (same).
- Time series chart axes (same).
- All tooltips, account add flow, settings hostings buttons,
invitations, AI consent, family export, danger-zone buttons --
these used fg-inverse, which is identical to text-inverse, so no
visual change expected.
* fix(design-system): use inverse pair on tooltips for readable dark mode
* fix(lookbook): use semantic tokens in menu preview header text
* fix(lookbook): set text-primary on layout body so previews inherit theme
* fix(design-system): keep shadows dark-toned in dark mode
Inverting shadows to white|8% on dark surfaces produces a halo
effect rather than an elevation cue, and stacks redundantly with
the alpha-white 1px ring already in shadow-border-*.
Switch dark-mode shadows to black at progressively higher alpha
(25%/30%/35%/40%/50% for xs..xl) so they read as actual cast
shadows on near-black surfaces. Surface-tint differences and the
existing alpha-white border ring continue to handle elevation
hierarchy and edge definition.
Approach matches Material 3, Apple HIG, IBM Carbon, Refactoring UI,
and the dark-mode shadows used in Linear/Vercel/Stripe.
* fix(design-system): set text-primary on DS::Dialog element
Browser UA stylesheets apply color: black directly to <dialog>,
which overrides ancestor inheritance even when a body or html
ancestor sets a theme-aware color. Unstyled child content then
renders black regardless of theme.
Setting text-primary on the dialog element itself defeats the UA
override and lets descendants inherit the semantic token.
* fix(lookbook): use shadow css vars in effects preview so dark theme renders
* Revert "fix(design-system): keep shadows dark-toned in dark mode"
This reverts commit 3e9d76ed0beb5ac5f2acbad61e4d1c39eadc9ac2.
* fix(design-system): use opacity-70 instead of text-inverse/70 in value tooltip
The custom @utility text-inverse expands to @apply text-white and
isn't modifier-aware, so text-inverse/70 produced no CSS at all and
the muted labels fell through to inherited color (invisible on the
white pill in dark mode).
Replace with text-inverse + opacity-70. Same visual effect, works
with the existing utility definition.
* feat: add currency management for families with enabled currencies
* feat: update currency selection logic and improve accessibility
* feat: update currency preferences to use group moniker in titles
---------
Signed-off-by: Ang Wei Feng (Ted) <hello@tedawf.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* fix: allow high precision for security prices in trade forms (to solve #1323)
* fix: prevent race conditions on currency selection in money field
* fix: silently ignore currency fetch errors in money field
* Changing trades.price to have a larger scale - a scale of 4 causes destructive rounding when calculating transaction cost; changes to the UI to allow for inputting and showing increased scale trade prices; test case
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:
1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances
This provides several benefits:
- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
* 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
* fix: improve dark mode readability across the app
* fix: improve dark mode support for asset percentage text
* fix: apply suggested patch for theme-related improvements
* chore: apply PR feedback – remove dark:, align with design tokens, update form builder
* chore: revert background token and restore original style for visual consistency
* chore: remove unnecessary class attributes from form fields using builder
* refactor: move number_field and date_field into metaprogramming block
* refactor: replace bg-divider-adaptive divs with <hr> and border-secondary
* fix: apply requested changes and linting fixes
* Add geist font
* Design system css file
* Add cursor ui/ux rules
* Add shadows and shadow borders
* Replace primitives with tokens for common text and backgrounds
* Organize css
* Update switch and checkbox class names
* Add back global color variables
* Consolidate modal form structure into partial + helper
* Scaffold out trade transaction form
* Normalize translations
* Add buy and sell trade form with tests
* Move entryable lists to dedicated controllers
* Delegate entry group contents rendering
* More cleanup
* Extract transaction and valuation update logic from entries controller
* Delegate edit and show actions to entryables
* Trade builder
* Update paths for transaction updates
* Make forms more composable, opt-in to form builder
* Remove unused method
* Simpler money input controls
* Add in new form styling to imports
* Lint fixes
* Small tweak of multi select styles
