Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/design-audit

Gemfile

@@ -60,7 +60,7 @@ gem "stripe"
 gem "intercom-rails"
 gem "plaid"
 gem "rotp", "~> 6.3"
-gem "rqrcode", "~> 2.2"
+gem "rqrcode", "~> 3.0"
 gem "activerecord-import"
 
 # AI

Gemfile.lock

@@ -134,7 +134,7 @@ GEM
     chunky_png (1.4.0)
     climate_control (1.2.0)
     concurrent-ruby (1.3.5)
-    connection_pool (2.5.0)
+    connection_pool (2.5.2)
     crack (1.0.0)
       bigdecimal
       rexml
@@ -163,7 +163,7 @@ GEM
     event_stream_parser (1.0.0)
     faker (3.5.1)
       i18n (>= 1.8.11, < 2)
-    faraday (2.13.0)
+    faraday (2.13.1)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
@@ -230,7 +230,7 @@ GEM
       rdoc (>= 4.0.0)
       reline (>= 0.4.2)
     jmespath (1.6.2)
-    json (2.10.2)
+    json (2.11.3)
     jwt (2.10.1)
       base64
     language_server-protocol (3.17.0.4)
@@ -316,7 +316,7 @@ GEM
       racc (~> 1.4)
     nokogiri (1.18.6-x86_64-linux-musl)
       racc (~> 1.4)
-    octokit (9.2.0)
+    octokit (10.0.0)
       faraday (>= 1, < 3)
       sawyer (~> 0.9)
     pagy (9.3.4)
@@ -325,7 +325,7 @@ GEM
       ast (~> 2.4.1)
       racc
     pg (1.5.9)
-    plaid (36.1.0)
+    plaid (37.0.0)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (>= 1.0.1, < 2.0)
     platform_agent (1.0.1)
@@ -347,7 +347,7 @@ GEM
     puma (6.6.0)
       nio4r (~> 2.0)
     racc (1.8.1)
-    rack (3.1.12)
+    rack (3.1.13)
     rack-mini-profiler (3.3.1)
       rack (>= 1.2.0)
     rack-session (2.1.0)
@@ -397,7 +397,7 @@ GEM
     rb-fsevent (0.11.2)
     rb-inotify (0.11.1)
       ffi (~> 1.0)
-    rbs (3.9.1)
+    rbs (3.9.2)
       logger
     rdoc (6.13.0)
       psych (>= 4.0.0)
@@ -412,10 +412,10 @@ GEM
     rexml (3.4.1)
     rotp (6.3.0)
     rouge (4.5.1)
-    rqrcode (2.2.0)
+    rqrcode (3.0.0)
       chunky_png (~> 1.0)
-      rqrcode_core (~> 1.0)
+      rqrcode_core (~> 2.0)
-    rqrcode_core (1.2.0)
+    rqrcode_core (2.0.0)
     rubocop (1.74.0)
       json (~> 2.3)
       language_server-protocol (~> 3.17.0.2)
@@ -443,13 +443,13 @@ GEM
       rubocop (>= 1.72)
       rubocop-performance (>= 1.24)
       rubocop-rails (>= 2.30)
-    ruby-lsp (0.23.12)
+    ruby-lsp (0.23.15)
       language_server-protocol (~> 3.17.0)
       prism (>= 1.2, < 2.0)
       rbs (>= 3, < 4)
       sorbet-runtime (>= 0.5.10782)
-    ruby-lsp-rails (0.4.0)
+    ruby-lsp-rails (0.4.1)
-      ruby-lsp (>= 0.23.0, < 0.24.0)
+      ruby-lsp (>= 0.23.14, < 0.24.0)
     ruby-openai (8.1.0)
       event_stream_parser (>= 0.3.0, < 2.0.0)
       faraday (>= 1)
@@ -479,7 +479,7 @@ GEM
     sentry-sidekiq (5.23.0)
       sentry-ruby (~> 5.23.0)
       sidekiq (>= 3.0)
-    sidekiq (8.0.2)
+    sidekiq (8.0.3)
       connection_pool (>= 2.5.0)
       json (>= 2.9.0)
       logger (>= 1.6.2)
@@ -494,7 +494,7 @@ GEM
     skylight (6.0.4)
       activesupport (>= 5.2.0)
     smart_properties (1.17.0)
-    sorbet-runtime (0.5.11953)
+    sorbet-runtime (0.5.12043)
     stimulus-rails (1.3.4)
       railties (>= 6.0.0)
     stringio (3.1.5)
@@ -602,7 +602,7 @@ DEPENDENCIES
   redcarpet
   redis (~> 5.4)
   rotp (~> 6.3)
-  rqrcode (~> 2.2)
+  rqrcode (~> 3.0)
   rubocop-rails-omakase
   ruby-lsp-rails
   ruby-openai

README.md

@@ -1,7 +1,7 @@
-<img width="1440" alt="dashboard_mockup" src="https://github.com/maybe-finance/maybe/assets/35243/a7763d0e-a942-42db-bde7-eb8d28106917">
-<sup><i>(Note: The image above is a mockup of what we're working towards. We're rapidly approaching the functionality shown, but not all of the parts are ready just yet.)</i></sup>
 
-# Maybe: The OS for your personal finances
+<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/13fc5ef4-ce0f-4073-a163-9dbc3eb4c8e5" />
+
+# Maybe: The personal finance app for everyone
 
 <b>Get
 involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>

app/javascript/controllers/time_series_chart_controller.js

@@ -322,7 +322,7 @@ export default class extends Controller {
           .attr("class", "data-point-circle")
           .attr("cx", this._d3XScale(d.date))
           .attr("cy", this._d3YScale(this._getDatumValue(d)))
-          .attr("r", 8)
+          .attr("r", 10)
           .attr("fill", this._trendColor)
           .attr("fill-opacity", "0.1")
           .attr("pointer-events", "none");
@@ -333,7 +333,7 @@ export default class extends Controller {
           .attr("class", "data-point-circle")
           .attr("cx", this._d3XScale(d.date))
           .attr("cy", this._d3YScale(this._getDatumValue(d)))
-          .attr("r", 3)
+          .attr("r", 5)
           .attr("fill", this._trendColor)
           .attr("pointer-events", "none");
 
@@ -364,19 +364,17 @@ export default class extends Controller {
       <div style="margin-bottom: 4px; color: var(--color-gray-500);">
         ${datum.date_formatted}
       </div>
-
+      <div style="display: flex; align-items: center; gap: 16px; margin-bottom: 0px;">
-      <div style="display: flex; align-items: center; gap: 16px;">
+        <div style="display: flex; align-items: center; gap: 8px; color: var(--color-black);">
-        <div style="display: flex; align-items: center; gap: 8px;">
+          <div style="display: flex; align-items: center; justify-content: center; height: 16px; width: 16px;">
-          <svg width="10" height="10">
+            ${datum.trend.previous.amount === datum.trend.current.amount ? `
-            <circle
+              <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="${datum.trend.color}" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-minus-icon lucide-minus"><path d="M5 12h14"/></svg>
-              cx="5"
+            ` : Number(datum.trend.previous.amount) < Number(datum.trend.current.amount) ? `
-              cy="5"
+              <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="${datum.trend.color}" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-arrow-up-right-icon lucide-arrow-up-right"><path d="M7 7h10v10"/><path d="M7 17 17 7"/></svg>
-              r="4"
+            ` : `
-              stroke="${datum.trend.color}"
+              <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="${datum.trend.color}" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-arrow-down-right-icon lucide-arrow-down-right"><path d="m7 7 10 10"/><path d="M17 7v10H7"/></svg>
-              fill="transparent"
+              `}
-              stroke-width="1"></circle>
+          </div>
-          </svg>
-
           ${this._extractFormattedValue(datum.trend.current)}
         </div>
 

app/models/sync.rb

@@ -83,6 +83,7 @@ class Sync < ApplicationRecord
 
       Sentry.capture_exception(error) do |scope|
         scope.set_context("sync", { id: id, syncable_type: syncable_type, syncable_id: syncable_id })
+        scope.set_tags(sync_id: id)
       end
 
       update!(

app/views/accounts/chart.html.erb

@@ -3,16 +3,7 @@
 
 <%= turbo_frame_tag dom_id(@account, :chart_details) do %>
   <div class="px-4">
-    <% if trend.direction.flat? %>
+    <%= render partial: "shared/trend_change", locals: { trend: trend, comparison_label: @period.comparison_label } %>
-      <%= tag.span t(".no_change"), class: "text-secondary" %>
-    <% else %>
-      <%= tag.span "#{trend.value.positive? ? "+" : ""}#{format_money(trend.value)}", style: "color: #{trend.color}" %>
-      <% unless trend.percent.infinite? %>
-        <%= tag.span "(#{trend.percent}%)", style: "color: #{trend.color}" %>
-      <% end %>
-    <% end %>
-
-    <%= tag.span @period.comparison_label, class: "text-secondary" %>
   </div>
 
   <div class="h-64 pb-4">
@@ -24,7 +15,7 @@
         data-time-series-chart-data-value="<%= series.to_json %>"></div>
     <% else %>
       <div class="w-full h-full flex items-center justify-center">
-        <p class="text-secondary text-sm">No data available for the selected period.</p>
+        <p class="text-secondary text-sm"><%= t(".data_not_available") %></p>
       </div>
     <% end %>
   </div>

app/views/holdings/index.html.erb

@@ -15,7 +15,7 @@
       <div class="grid grid-cols-12 items-center uppercase text-xs font-medium text-secondary px-4 py-2">
         <%= tag.p t(".name"), class: "col-span-4" %>
         <%= tag.p t(".weight"), class: "col-span-2 justify-self-end" %>
-        <%= tag.p t(".cost"), class: "col-span-2 justify-self-end" %>
+        <%= tag.p t(".average_cost"), class: "col-span-2 justify-self-end" %>
         <%= tag.p t(".holdings"), class: "col-span-2 justify-self-end" %>
         <%= tag.p t(".return"), class: "col-span-2 justify-self-end" %>
       </div>

app/views/holdings/show.html.erb

@@ -38,7 +38,7 @@
           </div>
 
           <div class="flex items-center justify-between text-sm">
-            <dt class="text-secondary"><%= t(".trend_label") %></dt>
+            <dt class="text-secondary"><%= t(".total_return_label") %></dt>
             <dd style="color: <%= @holding.trend&.color %>;">
               <%= @holding.trend ? render("shared/trend_change", trend: @holding.trend) : t(".unknown") %>
             </dd>

app/views/pages/dashboard/_net_worth_chart.html.erb

@@ -3,19 +3,14 @@
 <div class="flex justify-between gap-4 px-4">
   <div class="space-y-2">
     <div class="space-y-2">
-      <p class="text-sm text-secondary font-medium">Net Worth</p>
+      <p class="text-sm text-secondary font-medium"><%= t(".title") %></p>
       <p class="text-primary -space-x-0.5 text-3xl font-medium">
         <%= series.current.format %>
       </p>
       <% if series.trend.nil? %>
-        <p class="text-sm text-secondary">Data not available for the selected period</p>
+        <p class="text-sm text-secondary"><%= t(".data_not_available") %></p>
-      <% elsif series.trend.direction.flat? %>
-        <p class="text-sm text-secondary">No change vs. prior period</p>
       <% else %>
-        <div class="flex items-center gap-2">
+        <%= render partial: "shared/trend_change", locals: { trend: series.trend, comparison_label: period.comparison_label } %>
-          <%= render partial: "shared/trend_change", locals: { trend: series.trend } %>
-          <span class="text-sm text-secondary"><%= period.comparison_label %></span>
-        </div>
       <% end %>
     </div>
   </div>
@@ -32,6 +27,6 @@
     data-time-series-chart-data-value="<%= series.to_json %>"></div>
 <% else %>
   <div class="w-full h-full flex items-center justify-center">
-    <p class="text-secondary text-sm">No data available for the selected period.</p>
+    <p class="text-secondary text-sm"><%= t(".data_not_available") %></p>
   </div>
 <% end %>

app/views/shared/_trend_change.html.erb

@@ -1,8 +1,8 @@
-<%# locals: { trend: } %>
+<%# locals: { trend:, comparison_label: nil } %>
 
 <p class="text-sm" style="color: <%= trend.color %>">
   <% if trend.direction.flat? %>
-    <span>No change</span>
+    <%= t(".no_change") %><%= " #{comparison_label}" if defined?(comparison_label) && comparison_label.present? %>
   <% else %>
     <span class="font-mono">
       <%= trend.value.is_a?(Money) ? format_money(trend.value) : trend.value.round(2) %>
@@ -10,5 +10,8 @@
     <% unless trend.percent.infinite? %>
       <span class="font-mono">(<%= lucide_icon(trend.icon, class: "w-4 h-4 align-text-bottom inline") %><%= trend.percent_formatted %>)</span>
     <% end %>
+    <span class="text-secondary">
+      <%= " #{comparison_label}" if defined?(comparison_label) && comparison_label.present? %>
+    </span>
   <% end %>
 </p>

compose.example.yml

@@ -41,6 +41,8 @@ x-rails-env: &rails_env
   DB_HOST: db
   DB_PORT: 5432
   REDIS_URL: redis://redis:6379/1
+# NOTE: enabling OpenAI will incur costs when you use AI-related features in the app (chat, rules).  Make sure you have set appropriate spend limits on your account before adding this.
+  OPENAI_ACCESS_TOKEN: ${OPENAI_ACCESS_TOKEN}
 
 services:
   web:
@@ -97,4 +99,4 @@ services:
 volumes:
   app-storage:
   postgres-data:
-  redis-data:
+  redis-data:

config/locales/views/accounts/en.yml

@@ -4,7 +4,7 @@ en:
     account:
       troubleshoot: Troubleshoot
     chart:
-      no_change: no change
+      data_not_available: Data not available for the selected period
     create:
       success: "%{type} account created"
     destroy:

config/locales/views/holdings/en.yml

@@ -9,13 +9,13 @@ en:
       per_share: per share
       shares: "%{qty} shares"
     index:
-      cost: cost
+      average_cost: Average cost
       holdings: Holdings
-      name: name
+      name: Name
       new_holding: New transaction
       no_holdings: No holdings to show.
-      return: total return
+      return: Total return
-      weight: weight
+      weight: Weight
     missing_price_tooltip:
       description: This investment has missing values and we could not calculate
         its returns or value.
@@ -33,5 +33,5 @@ en:
       settings: Settings
       ticker_label: Ticker
       trade_history_entry: "%{qty} shares of %{security} at %{price}"
-      trend_label: Trend
+      total_return_label: Total Return
       unknown: Unknown

config/locales/views/pages/en.yml

@@ -4,6 +4,9 @@ en:
     changelog:
       title: What's new
     dashboard:
+      net_worth_chart:
+        data_not_available: Data not available for the selected period
+        title: Net Worth
       no_account_empty_state:
         new_account: New account
         no_account_subtitle: Since no accounts have been added, there's no data to

config/locales/views/shared/en.yml

@@ -10,3 +10,5 @@ en:
       label: Amount
     syncing_notice:
       syncing: Syncing accounts data...
+    trend_change:
+      no_change: "no change"