Commit Graph

15 Commits

Author SHA1 Message Date
Mark Hendriksen
f5469ea774 Replace text-tertiary with text-subdued in views (#999)
* Replace text-tertiary with text-subdued in views

Replace usages of the text-tertiary utility with text-subdued across several view partials to standardize subdued text styling because text-tertiary does not exist in the design system (reports, doorkeeper auth, simplefin items). Also adjust the net worth empty-liabilities markup to use a grid layout for consistent spacing, and update the related controller test selector to match the new CSS class.

* Standardize empty net worth message markup

Replace inconsistent markup and classes for empty asset/liability sections in the net worth partial. Swap text-secondary/p-2/text-center for text-subdued with unified padding (py-3 px-4 lg:px-6), and simplify the liabilities block from a grid/div to a single paragraph for consistent styling and spacing.
2026-02-15 23:33:41 +01:00
soky srm
87b77bb7df Merge pull request #744 from alessiocappa/FT-UpdateReportPageUI
feat: Improve report page UI
2026-01-23 09:19:17 +01:00
Alessio Cappa
96dfad1cfb fix: fix tests 2026-01-23 00:49:47 +01:00
Alessio Cappa
68c7e63eb7 refactor: remove unnecessary classes 2026-01-22 23:03:15 +01:00
Alessio Cappa
e672929157 fix: Adjust padding in trends section 2026-01-22 22:13:48 +01:00
Alessio Cappa
b7baf3efd5 fix: Adjust font sizes and spacing 2026-01-22 22:05:14 +01:00
soky srm
179552657c Mercury integration (#723)
* Initial mercury impl

* FIX both mercury and generator class

* Finish mercury integration and provider generator

* Fix schema

* Fix linter and tags

* Update routes.rb

* Avoid schema drift

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Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-22 20:37:07 +01:00
Alessio Cappa
5a6a930c8f feat: update trends insight table UI 2026-01-21 23:35:33 +01:00
Alessio Cappa
5f8a0dc78e FIX: Small layout adjustments (#507)
* feat: adjust padding and icon sizing in outflows chart

* fix: Remove extra div in reports page to fix layout issues on mobile

* fix: Padding adjustments to keep pages consistent

* fix: Align report page with main
2026-01-13 13:23:10 +01:00
soky srm
d9eaec7669 FIX reports page AI chat (#614)
_trends_insights.html.erb has 8 opening <div> but 9 closing </div>
this caused AI sidebar to render in main BODY div
2026-01-11 16:59:52 +01:00
soky srm
a4f70f4d4a Support uncategorized investments (#593)
* Support uncategorized investments

* FIX sankey id collision

* Fix reports

* Fix hardcoded string and i8n

* FIX plurals

* Remove spending patterns section

add net worth section to reports
2026-01-09 19:45:42 +01:00
Mark Hendriksen
eb762eff12 Highlight current month in trends insights table (#448)
* Highlight current month in trends insights table

Refactored the logic to apply special styling and label to the row representing the current month, using a date comparison instead of relying on the last index. This ensures the current month is always highlighted, regardless of its position in the data.

* Highlight current month in trends insights

Added an is_current_month flag to trends data in the controller and updated the view to use this flag for highlighting the current month. This improves clarity and avoids redundant date comparisons in the view.
2025-12-13 09:45:36 +01:00
Mark Hendriksen
17baece5b5 Replace text-danger with text-destructive in reports views (#444)
* Replace text-danger with text-destructive in reports views

Updated multiple report partials to use the 'text-destructive' class instead of 'text-danger' as this does not exist. This affects budget performance, summary dashboard, transactions breakdown, and trends insights views.

* Replace bg-danger with bg-destructive in report views
2025-12-12 10:36:41 +01:00
soky srm
db8353e895 Initial implementation of collapsible sections and re-order feature (#355)
* Initial implementation

* Add support for reports section too

* UI Improvement

now it looks a lot nicer :)

* Remove duplicate section titles

* FIX malformed DIV

* Add accessibility and touch support

WCAG 2.1 Level AA Compliant
  - Keyboard operable (Success Criterion 2.1.1)
  - Focus visible (Success Criterion 2.4.7)
  - Name, Role, Value (Success Criterion 4.1.2)

 Screen Reader Support
  - Clear instructions in aria-label
  - Proper semantic roles
  - State changes announced via aria-grabbed

* Add proper UI for tab highlight

* Add keyboard support to collapse also

* FIX js errors

* Fix rabbit

* FIX we don't need the html

* FIX CSRF and error handling

* Simplify into one single DB migration

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-26 17:51:38 +01:00
soky srm
d9f8d064af Implement Reporting tab (#276)
* First reporting version

* Fixes for all tabs

* Transactions table

* Budget section re-design

* FIX exports

Fix transactions table aggregation

* Add support for google sheets

Remove pdf and xlsx for now

* Multiple fixes

- Trends & Insights now follows top filter
- Transactions Breakdown removed filters, implemented sort by amount.
- The entire section follows top filters.
- Export to CSV adds per month breakdown

* Linter and tests

* Fix amounts

- Correctly handle amounts across the views and controller.
- Pass proper values to do calculation on, and not loose precision

* Update Gemfile.lock

* Add support for api-key on reports

Also fix custom date filter

* Review fixes

* Move budget status calculations out of the view.

* fix ensures that quarterly reports end at the quarter boundary

* Fix bugdet days remaining

Fix raw css style

* Fix test

* Implement google sheets properly with hotwire

* Improve UX on period comparison

* FIX csv export for non API key auth
2025-11-05 14:54:45 +01:00