Commit Graph

18 Commits

Author SHA1 Message Date
Guillem Arias Fauste
0d32bb70ec chore(design-system): swap raw gray classes for semantic tokens across remaining views (#1655)
* chore(design-system): swap raw gray classes for semantic tokens across remaining views

Finalizes the raw-color sweep started in #1652 (settings) and continued
in #1654 (holdings). Covers accounts, budgets, chats, pages, imports,
provider integrations (mercury, lunchflow, sophtron, enable_banking,
coinstats), auth flows (password reset, MFA, registrations), shared
layouts, and selected DS component hover states. 35 files, ~56 line
changes.

Mappings (matching the patterns established in the prior sweeps):

- text-white bg-gray-900 hover:bg-gray-800 (with optional focus:ring-gray-900)
  -> text-inverse button-bg-primary hover:button-bg-primary-hover
  -> focus:ring-button-bg-primary
- text-gray-500 / 600 / 700 -> text-secondary
- text-gray-800 -> text-primary
- text-gray-400 -> text-subdued
- hover:text-gray-700 / hover:text-gray-100 -> hover:text-primary
- bg-gray-50 / 100 / 200 (standalone) -> bg-surface-inset
- bg-gray-500/5 -> bg-gray-tint-5
- bg-gray-500/10 -> bg-gray-tint-10
- bg-gray-900 (decorative active states) -> bg-inverse
- hover:bg-gray-50 / 100 (standalone) -> hover:bg-surface-inset
- hover:bg-gray-300 -> hover:bg-surface-inset-hover
- bg-white hover:bg-gray-100 -> bg-container hover:bg-container-hover
- border-gray-300 -> border-secondary
- focus:border-gray-200 -> focus:border-secondary
- focus-within:border-gray-900 -> focus-within:border-primary
- DS::Buttonish outline / ghost / icon hover:
  hover:bg-gray-100 theme-dark:hover:bg-gray-700
  -> hover:bg-container-inset-hover

Left intentionally raw, with rationale:

- bg-gray-300 / bg-gray-400 decorative dots and avatar circles. The
  raw value reads OK against both bg-container variants; no semantic
  "neutral indicator" token exists. Same pattern as #1652 / #1654.
- bg-gray-400/20 theme-dark:bg-gray-500/20 (onboardings/trial). Custom
  alpha tint with no equivalent token.
- bg-white theme-dark:bg-gray-700 (DS::Tabs active pill, budgets tabs).
  Custom tab-pill pattern; gray-700 in dark mode (one shade lighter
  than page bg-gray-900) is intentional for visibility.
- bg-gray-100 theme-dark:bg-gray-700 (DS::Toggle base bg). Closest
  match (bg-container-inset-hover) is semantically a hover state.
- DS::Buttonish secondary variant gray-200/300/700/600 pattern. Same
  pattern as #1654 holdings; needs button-bg-secondary-strong from
  that PR. Will swap in a follow-up after #1654 merges.
- disabled:bg-gray-500 theme-dark:disabled:bg-gray-400 on inverse
  buttons (DS::Buttonish primary, enable_banking, coinstats). Custom
  disabled state for the inverse pair; no token.
- text-gray-300 SVG stroke (shared/_progress_circle).
- bg-white text-gray-900 (layouts/print). Print contexts intentionally
  light regardless of theme.
- bg-gray-800 / border-gray-700 / text-white / hover:text-gray-100
  (impersonation_sessions/_super_admin_bar). Admin overlay styled to
  remain dark in both modes; not a theme-aware component.

Files covered by other in-flight PRs were skipped to avoid rebase
conflicts: chats/_ai_consent's fg-inverse swap (#1626), shared/_text_tooltip
and shared/_money_field tooltip pills (#1626), investments/_value_tooltip
(#1626), components/DS/tooltip (#1626).

* fix(design-system): keep changelog avatar text raw to preserve dark-mode contrast

The changelog avatar fallback (when @release_notes[:avatar] is missing)
sits inside the "decorative + raw" exception list — bg-gray-300 stays
fixed across themes since no semantic neutral-indicator token exists.

The earlier sweep partially themed the pair: bg-gray-300 stayed raw but
text-gray-600 became text-secondary. text-secondary resolves to gray-300
in dark mode, which matches the bg → text became invisible against its
own background.

Reverting only the text class to text-gray-600 restores the original
fixed-light placeholder behavior. Both classes raw, both themes
readable.

* fix(design-system): address review feedback on raw-color-sweep-finalize

Six issues caught by CodeRabbit + Codex review:

1. focus:ring-button-bg-primary silently emits no CSS (×6 files).
   button-bg-primary is a custom @utility, not a theme color, so Tailwind's
   ring-{name} resolution finds no --color-button-bg-primary. Replaces with
   focus:ring-gray-900 theme-dark:focus:ring-white — same color flip as the
   button bg, but resolved through theme colors so the ring actually renders.
   Files: lunchflow/mercury/sophtron _api_error + _setup_required, coinstats_items/new.

2. accounts/show/_activity.html.erb: focus-within:ring-gray-100 was dead
   (no ring-width on the parent). Removed.

3. import/confirms/show.html.erb: uniform hover:bg-surface-inset-hover
   applied to both active and inactive step indicators created a jarring
   dark-to-light flip on the active step (bg-inverse → bg-surface-inset-hover).
   Now hover follows the resting state: active uses hover:bg-inverse-hover,
   inactive uses hover:bg-surface-inset-hover.

4. password_resets/new.html.erb: bg-white left raw alongside the migrated
   hover:bg-surface-inset. Swapped to bg-container so dark mode flips properly.

5. registrations/new.html.erb + password_validator_controller.js: view now
   uses bg-surface-inset on password strength block lines, but the Stimulus
   controller still toggled bg-gray-200 on validate. Updated controller to
   add/remove bg-surface-inset matching the view, so unmet states reset to
   the tokenized class instead of leaving raw gray-200 stuck on the element.
2026-05-04 21:47:01 +02:00
UberDudePL
cebdf1d4f7 Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling (#1356)
* Add production-ready Polish localization and reusable locale audit tooling

- add and update Polish locale files across models, views, mailers, and shared translations
- add runtime rails-i18n dependency and Polish locale support in language helper
- add regression coverage for Polish pluralization and locale-aware money formatting
- introduce reusable locale audit script for any locale plus backward-compatible PL wrapper
- add localization audit docs and generated PL readiness/pluralization reports
- resolve one/few/many/other pluralization consistency for Polish locales

* Fix Polish locale review feedback

* Fix locale compatibility regressions

* Polish locale typo pass and wrapper cleanup

* Final language improvements and test isolation for Polish locales

- Improved partial_success wording in SnapTrade with proper noun inflection
- Fixed typos: Pomin → Pomiń in Mercury and LunchFlow items
- Isolated I18n backend state in polish_pluralization_test to prevent test coupling

* Fix code review comments in locale audit scripts

- Use RbConfig.ruby instead of 'ruby' to ensure consistent interpreter
- Remove Symbol from permitted_classes and explicitly allow CLDR plural symbols (one, few, many, other) in YAML loading

* Simplify i18n flow and align locale interpolation keys

* Remove locale audit scripts and localization docs
2026-04-07 11:55:58 +02:00
Juan José Mata
2595885eb7 Full .ndjson import / reorganize UI with Financial Tools / Raw Data tabs (#1208)
* Reorganize import UI with Financial Tools / Raw Data tabs

Split the flat list of import sources into two tabbed sections using
DS::Tabs: "Financial Tools" (Mint, Quicken/QIF, YNAB coming soon) and
"Raw Data" (transactions, investments, accounts, categories, rules,
documents). This prepares for adding more tool-specific importers
without cluttering the list.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* Fix import controller test to account for YNAB coming soon entry

The new YNAB "coming soon" disabled entry adds a 5th aria-disabled
element to the import dialog.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* Fix system tests to click Raw Data tab before selecting import type

Transaction, trade, and account imports are now under the Raw Data tab
and need an explicit tab click before the buttons are visible.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* feat: Add bulk import for NDJSON export files

Implements an import flow that accepts the full all.ndjson file from data exports,
allowing users to restore their complete data including:
- Accounts with accountable types
- Categories with parent relationships
- Tags and merchants
- Transactions with category, merchant, and tag references
- Trades with securities
- Valuations
- Budgets and budget categories
- Rules with conditions and actions (including compound conditions)

Key changes:
- Add BulkImport model extending Import base class
- Add Family::DataImporter to handle NDJSON parsing and import logic
- Update imports controller and views to support NDJSON workflow
- Skip configuration/mapping steps for structured NDJSON imports
- Add i18n translations for bulk import UI
- Add tests for BulkImport and DataImporter

* fix: Fix category import and test query issues

- Add default lucide_icon ("shapes") for categories when not provided
- Fix valuation test to use proper ActiveRecord joins syntax

* Linter errors

* fix: Add default color for tags when not provided in import

* fix: Add default kind for transactions when not provided in import

* Fix test

* Fix tests

* Fix remaining merge conflicts from PR 766 cherry-pick

Resolve conflict markers in test fixtures and clean up BulkImport
entry in new.html.erb to use the _import_option partial consistently.

https://claude.ai/code/session_01BM4SBWNhATqoKTEvy3qTS3

* Import Sure `.ndjson`

* Remove `.ndjson` import from raw data

* Fix support for Sure "bulk" import from old branch

* Linter

* Fix CI test

* Fix more CI tests

* Fix tests

* Fix tests / move PDF import to first tab

* Remove redundant title

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-03-23 14:27:41 +01:00
Copilot
6a03451ead Fix missing product_name interpolation in all import confirmations (#475)
* Initial plan

* Fix CSV import German locale by passing product_name to translations

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2025-12-20 18:14:36 +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
Zach Gollwitzer
ab6fdbbb68 Component namespacing (#2463)
* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:23 EDT

* [claudesquad] update from 'component-namespacing' on 18 Jul 25 07:30 EDT

* Update stimulus controller references to use namespace

* Fix remaining tests
2025-07-18 08:30:00 -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
Guilherme Mena
210b89cd17 Improve dark mode styles across multiple pages (#2125)
* 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
2025-04-23 09:42:30 -04:00
neo773
65e1bc6edd Feature: Implement Mobile Responsiveness (#2092)
* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* format

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* WIP

* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

---------

Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Josh Pigford
88a6373e84 Implement dark mode (#2078)
* User theme settings

* Initial rough pass on colors

* More progress on dark mode
2025-04-11 09:28:00 -05:00
Zach Gollwitzer
c5da8ea550 Allow CSV imports to be configured with single or multi-account mode (#1943)
* Allow CSV imports to be configured to a single account or multiple accounts

* Initialize import directly from accounts page

* Fix brakeman warnings

* Fix schema

* Fix Synth check
2025-03-03 12:47:30 -05:00
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
849c58dd3e Maybe Design System Updates (#1856)
* 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
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
a82c0303ce Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Zach Gollwitzer
65db49273c Account Activity View + Account Forms (#1406)
* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
a20809eee3 When unassigned accounts in CSV import, always allow new account creation 2024-10-10 15:51:36 -04:00
Zach Gollwitzer
cd9f20747c Allow inline account creation when importing CSV (#1291)
* Allow inline account creation when importing CSV

* Sanitize numeric inputs for CSV

* CSV import date validation

* Lint fix
2024-10-10 15:14:38 -04:00
Zach Gollwitzer
398b246965 CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
2024-10-01 10:47:59 -04:00