* refactor(css): rename maybe-design-system → sure-design-system
Rename design system CSS file and directory to match the project name
post-rebrand. Update internal imports plus references in CLAUDE.md,
copilot instructions, and Junie guidelines. No CSS rules change; Tailwind
compiled output is byte-identical.
* build(tokens): introduce single-source tokens.json + build script
Make the design system a tool-agnostic single source of truth.
- tokens/sure.tokens.json: every primitive, semantic alias, and Tailwind
utility token in one W3C DTCG-flavored file.
- tools/tokens/build.mjs: ~120 LOC plain Node script (zero deps) that
resolves token references and emits Tailwind v4 source CSS.
- app/assets/tailwind/sure-design-system/_generated.css: build output —
the @theme block, dark-mode overrides, and 50 @utility blocks.
- Hand-written CSS split into base.css (element resets), components.css
(form-field/checkbox/tooltip/qrcode), and prose.css (prose dark
overrides). The 5 maybe-design-system/*-utils.css files are removed —
their contents now live inside _generated.css.
- application.css gains `@source not "../../../tokens"` so Tailwind's
content scanner ignores the JSON file (it would otherwise treat token
keys like `bg-surface` as "used" classes and skip tree-shaking).
- package.json: `npm run tokens:build` and `npm run tokens:check`.
- .gitattributes: _generated.css marked linguist-generated.
Functional parity verified: compiled `tailwind.css` has the same 378 CSS
variables and byte-identical non-:root rules as before. The only diff is
which of Tailwind's internal `:root,:host` blocks each variable lands in,
which is invisible to the browser.
* build(tokens): wire tokens build into bin/setup
Run `npm install && npm run tokens:build` after bundle so a fresh
checkout reaches a runnable state with one command.
* docs(css): explain @source not exclusion of tokens dir
Adds a comment so future readers know why tokens/ is excluded from
Tailwind's content scanner (utility keys in the JSON would otherwise
be treated as used classes and bypass tree-shaking).
* docs(tokens): add tokens/README
Schema overview, workflow, custom $extensions reference, and a list of
the edge cases the build script handles. Lands as a follow-up commit on
the same branch so reviewers landing on the diff have something to read
before opening sure.tokens.json.
* Update tokens/README.md
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
* docs(tokens): swap em-dashes for colons in README
* refactor(tokens): move tokens to design/, build script to bin/
Per PR review feedback (jjmata):
- tokens/ → design/tokens/ — top-level design/ namespace leaves room for
future design assets (Figma exports, design docs, etc.) without
cluttering the repo root.
- tools/tokens/build.mjs → bin/tokens.mjs — keeps all developer-facing
scripts in one place (bin/) regardless of language.
Path references updated in:
- bin/tokens.mjs (TOKENS / OUT / generated header)
- package.json (tokens:build, tokens:check)
- app/assets/tailwind/application.css (@source not directive)
- app/assets/tailwind/sure-design-system.css (comment)
- app/assets/tailwind/sure-design-system/_generated.css (regenerated)
- design/tokens/README.md (workflow examples)
bin/tokens.mjs gains a +x bit. Tailwind compile verified.
* docs(tokens): normalize README paths to repo-root style
Files section was mixing relative-to-README paths (`../../bin/...`)
with repo-root paths (`design/tokens/...`) used elsewhere in the same
README. Switching everything to repo-root style for consistency.
* fix(tokens): validate {ref} placeholders against the known token set
CodeRabbit caught: resolveTemplate() and refToClass() would happily emit
var(--foo-bar) or bg-foo-bar for any {foo.bar} input, so a typo in
design/tokens/sure.tokens.json would silently ship broken CSS.
Now build() pre-computes the set of valid token paths from the walker,
and resolveTemplate() / refToClass() throw a clean "[tokens] Unknown
token reference ..." error when a placeholder doesn't match. Top-level
catch surfaces just the message and exits 1, no Node stack trace noise.
Smoke-tested both directions:
- Valid JSON: builds.
- {color.gray.NONEXISTENT|5%}: fails with clear message, exit 1.
* docs(tokens): humanize README prose
* One more refenrece to `maybe-design-system`
---------
Signed-off-by: Guillem Arias Fauste <gariasf@proton.me>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
* 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
Changed transaction form to only display relevant categories based on transaction type (income or expense), improving usability and preventing misclassification. Created a shared transaction type tabs component for consistent navigation between expense, income, and transfer forms, providing a better user experience and reducing code duplication.
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
* AI sidebar
* Add chat and message models with associations
* Implement AI chat functionality with sidebar and messaging system
- Add chat and messages controllers
- Create chat and message views
- Implement chat-related routes
- Add message broadcasting and user interactions
- Update application layout to support chat sidebar
- Enhance user model with initials method
* Refactor AI sidebar with enhanced chat menu and interactions
- Update sidebar layout with dynamic width and improved responsiveness
- Add new chat menu Stimulus controller for toggling between chat and chat list views
- Improve chat list display with recent chats and empty state
- Extract AI avatar to a partial for reusability
- Enhance message display and interaction styling
- Add more contextual buttons and interaction hints
* Improve chat scroll behavior and message styling
- Refactor chat scroll functionality with Stimulus controller
- Optimize message scrolling in chat views
- Update message styling for better visual hierarchy
- Enhance chat container layout with flex and auto-scroll
- Simplify message rendering across different chat views
* Extract AI avatar to a shared partial for consistent styling
- Refactor AI avatar rendering across chat views
- Replace hardcoded avatar markup with a reusable partial
- Simplify avatar display in chats and messages views
* Update sidebar controller to handle right panel width dynamically
- Add conditional width class for right sidebar panel
- Ensure consistent sidebar toggle behavior for both left and right panels
- Use specific width class for right panel (w-[375px])
* Refactor chat form and AI greeting with flexible partials
- Extract message form to a reusable partial with dynamic context support
- Create flexible AI greeting partial for consistent welcome messages
- Simplify chat and sidebar views by leveraging new partials
- Add support for different form scenarios (chat, new chat, sidebar)
- Improve code modularity and reduce duplication
* Add chat clearing functionality with dynamic menu options
- Implement clear chat action in ChatsController
- Add clear chat route to support clearing messages
- Update AI sidebar with dropdown menu for chat actions
- Preserve system message when clearing chat
- Enhance chat interaction with new menu options
* Add frontmatter to project structure documentation
- Create initial frontmatter for structure.mdc file
- Include description and configuration options
- Prepare for potential dynamic documentation rendering
* Update general project rules with additional guidelines
- Add rule for using `Current.family` instead of `current_family`
- Include new guidelines for testing, API routes, and solution approach
- Expand project-specific rules for more consistent development practices
* Add OpenAI gem and AI-friendly data representations
- Add `ruby-openai` gem for AI integration
- Implement `to_ai_readable_hash` methods in BalanceSheet and IncomeStatement
- Include Promptable module in both models
- Add savings rate calculation method in IncomeStatement
- Prepare financial models for AI-powered insights and interactions
* Enhance AI Financial Assistant with Advanced Querying and Debugging Capabilities
- Implement comprehensive AI financial query system with function-based interactions
- Add detailed debug logging for AI responses and function calls
- Extend BalanceSheet and IncomeStatement models with AI-friendly methods
- Create robust error handling and fallback mechanisms for AI queries
- Update chat and message views to support debug mode and enhanced rendering
- Add AI query routes and initial test coverage for financial assistant
* Refactor AI sidebar and chat layout with improved structure and comments
- Remove inline AI chat from application layout
- Enhance AI sidebar with more semantic HTML structure
- Add descriptive comments to clarify different sections of chat view
- Improve flex layout and scrolling behavior in chat messages container
- Optimize message rendering with more explicit class names and structure
* Add Markdown rendering support for AI chat messages
- Implement `markdown` helper method in ApplicationHelper using Redcarpet
- Update message view to render AI messages with Markdown formatting
- Add comprehensive Markdown rendering options (tables, code blocks, links)
- Enhance AI Financial Assistant prompt to encourage Markdown usage
- Remove commented Markdown CSS in Tailwind application stylesheet
* Missing comma
* Enhance AI response processing with chat history context
* Improve AI debug logging with payload size limits and internal message flag
* Enhance AI chat interaction with improved thinking indicator and scrolling behavior
* Add AI consent and enable/disable functionality for AI chat
* Upgrade Biome and refactor JavaScript template literals
- Update @biomejs/biome to latest version with caret (^) notation
- Refactor AI query and chat controllers to use template literals
- Standardize npm scripts formatting in package.json
* Add beta testing usage note to AI consent modal
* Update test fixtures and configurations for AI chat functionality
- Add family association to chat fixtures and tests
- Set consistent password digest for test users
- Enable AI for test users
- Add OpenAI access token for test environment
- Update chat and user model tests to include family context
* Simplify data model and get tests passing
* Remove structure.mdc from version control
* Integrate AI chat styles into existing prose pattern
* Match Figma design spec, implement Turbo frames and actions for chats controller
* AI rules refresh
* Consolidate Stimulus controllers, thinking state, controllers, and views
* Naming, domain alignment
* Reset migrations
* Improve data model to support tool calls and message types
* Tool calling tests and fixtures
* Tool call implementation and test
* Get assistant test working again
* Test updates
* Process tool calls within provider
* Chat UI back to working state again
* Remove stale code
* Tests passing
* Update openai class naming to avoid conflicts
* Reconfigure test env
* Rebuild gemfile
* Fix naming conflicts for ChatResponse
* Message styles
* Use OpenAI conversation state management
* Assistant function base implementation
* Add back thinking messages, clean up error handling for chat
* Fix sync error when security price has bad data from provider
* Add balance sheet function to assistant
* Add better function calling error visibility
* Add income statement function
* Simplify and clean up "thinking" interactions with Turbo frames
* Remove stale data definitions from functions
* Ensure VCR fixtures working with latest code
* basic stream implementation
* Get streaming working
* Make AI sidebar wider when left sidebar is collapsed
* Get tests working with streaming responses
* Centralize provider error handling
* Provider data boundaries
---------
Co-authored-by: Josh Pigford <josh@joshpigford.com>
* 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
