Resolve merge conflicts in investment summary/performance views where main's
grid layout refactoring conflicted with privacy-sensitive class additions.
Also add privacy-sensitive to transaction list amounts, transaction detail
header, and sankey cashflow chart containers.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: Add responsive dialog behavior for transaction modals
Add responsive option to DS::Dialog component that switches between:
- Mobile (< 1024px): Modal style (centered) with inline close button
- Desktop (≥ 1024px): Drawer style (right side panel) with header close button
Update transaction, transfer, holding, trade, and valuation views to use
responsive behavior, maintaining mobile experience while reverting desktop
to drawer style like budget categories.
Changes:
- app/components/DS/dialog.rb: Add responsive parameter and helper methods
- app/components/DS/dialog.html.erb: Apply responsive styling
- app/views/*/show.html.erb: Add responsive: true and hide close icons on mobile
* fix: Enhance close button accessibility in dialog components
* fix: Refactor dialog component to improve close button handling and accessibility
* feat: implement expandable view for cashflow sankey chart
* refactor: migrate cashflow dialog sizing to tailwind utilities
* refactor: declarative draggable restore on cashflow dialog close
* refactor: localized title and use Tailwind utilities
* refactor: update dialog interaction especially on mobile
* refactor: add global expand text to localization
* fix: restore draggable immediately after dialog close
* Whitespace noise
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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* 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
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Fix cashflow and outflows widgets to respect user's default period preference
Resolves issue #118 where the Cashflow and Outflows widgets on the dashboard
were hardcoded to use a 30-day period instead of respecting the user's default
period preference setting.
Changes:
- Updated @cashflow_period to use Current.user&.default_period as fallback
- Updated @outflows_period to use Current.user&.default_period as fallback
- Both now follow the same pattern as the Periodable concern's set_period method
This ensures consistency across all dashboard widgets - Net Worth, Cashflow,
and Outflows now all respect the user's preference.
* Synchronize period selection across all dashboard widgets
All three dashboard widgets (Net Worth, Cashflow, and Outflows) now use
a single shared period parameter, ensuring consistent data magnitudes
across the dashboard.
Changes:
- Simplified controller to use single @period for all three widgets
- Removed widget-specific period parameters (cashflow_period, outflows_period)
- All widgets now use the shared 'period' parameter
- All period dropdowns use turbo_frame: "_top" to reload entire page
- Removed turbo_frame_tags from dashboard view for cleaner implementation
User experience improvement:
- Changing the period in any widget now updates all three widgets
- Ensures data consistency and easier comparison across widgets
- Maintains respect for user's default period preference
* Make Net Worth widget title styling consistent with Cashflow and Outflows
Changed Net Worth title from <p> with text-sm/text-secondary to <h2> with
text-lg to match the consistent styling used by Cashflow and Outflows widgets.
This provides a more unified visual appearance across all dashboard widgets.
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Co-authored-by: Claude <noreply@anthropic.com>
* Setup health check
* Security health checker cron
* Use resolver throughout codebase
* Use resolver for trade builder
* Add security health checks to schedule
* Handle no provider
* Lint fixes
* Enhance cash flow dashboard with new cash flow period handling and improved Sankey diagram rendering. Update D3 and related dependencies for better performance and features.
* Fix Rubocop offenses
* Refactor Sankey chart controller to use Number.parseFloat for value formatting and improve code readability by restructuring conditional logic for node shapes.
