mirror of
https://github.com/maybe-finance/maybe.git
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Merge branch 'main' of github.com:maybe-finance/maybe into zachgoll/design-audit
This commit is contained in:
Zach Gollwitzer
commit
06fd927afc
15 changed files with 61 additions and 66 deletions
2
Gemfile
2
Gemfile
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|
@ -60,7 +60,7 @@ gem "stripe"
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gem "intercom-rails"
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gem "plaid"
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gem "rotp", "~> 6.3"
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gem "rqrcode", "~> 2.2"
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gem "rqrcode", "~> 3.0"
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gem "activerecord-import"
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# AI
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|
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32
Gemfile.lock
32
Gemfile.lock
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@ -134,7 +134,7 @@ GEM
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chunky_png (1.4.0)
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climate_control (1.2.0)
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concurrent-ruby (1.3.5)
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connection_pool (2.5.0)
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connection_pool (2.5.2)
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crack (1.0.0)
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bigdecimal
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rexml
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@ -163,7 +163,7 @@ GEM
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event_stream_parser (1.0.0)
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faker (3.5.1)
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i18n (>= 1.8.11, < 2)
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faraday (2.13.0)
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faraday (2.13.1)
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faraday-net_http (>= 2.0, < 3.5)
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json
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logger
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@ -230,7 +230,7 @@ GEM
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rdoc (>= 4.0.0)
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reline (>= 0.4.2)
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jmespath (1.6.2)
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json (2.10.2)
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json (2.11.3)
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jwt (2.10.1)
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base64
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language_server-protocol (3.17.0.4)
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@ -316,7 +316,7 @@ GEM
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racc (~> 1.4)
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nokogiri (1.18.6-x86_64-linux-musl)
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racc (~> 1.4)
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octokit (9.2.0)
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octokit (10.0.0)
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faraday (>= 1, < 3)
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sawyer (~> 0.9)
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pagy (9.3.4)
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@ -325,7 +325,7 @@ GEM
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ast (~> 2.4.1)
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racc
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pg (1.5.9)
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plaid (36.1.0)
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plaid (37.0.0)
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faraday (>= 1.0.1, < 3.0)
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faraday-multipart (>= 1.0.1, < 2.0)
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platform_agent (1.0.1)
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@ -347,7 +347,7 @@ GEM
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puma (6.6.0)
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nio4r (~> 2.0)
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racc (1.8.1)
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rack (3.1.12)
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rack (3.1.13)
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rack-mini-profiler (3.3.1)
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rack (>= 1.2.0)
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rack-session (2.1.0)
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@ -397,7 +397,7 @@ GEM
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rb-fsevent (0.11.2)
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rb-inotify (0.11.1)
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ffi (~> 1.0)
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rbs (3.9.1)
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rbs (3.9.2)
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logger
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rdoc (6.13.0)
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psych (>= 4.0.0)
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@ -412,10 +412,10 @@ GEM
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rexml (3.4.1)
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rotp (6.3.0)
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rouge (4.5.1)
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rqrcode (2.2.0)
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rqrcode (3.0.0)
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chunky_png (~> 1.0)
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rqrcode_core (~> 1.0)
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rqrcode_core (1.2.0)
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rqrcode_core (~> 2.0)
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rqrcode_core (2.0.0)
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rubocop (1.74.0)
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json (~> 2.3)
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language_server-protocol (~> 3.17.0.2)
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@ -443,13 +443,13 @@ GEM
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rubocop (>= 1.72)
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rubocop-performance (>= 1.24)
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rubocop-rails (>= 2.30)
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ruby-lsp (0.23.12)
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ruby-lsp (0.23.15)
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language_server-protocol (~> 3.17.0)
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prism (>= 1.2, < 2.0)
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rbs (>= 3, < 4)
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sorbet-runtime (>= 0.5.10782)
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ruby-lsp-rails (0.4.0)
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ruby-lsp (>= 0.23.0, < 0.24.0)
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ruby-lsp-rails (0.4.1)
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ruby-lsp (>= 0.23.14, < 0.24.0)
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ruby-openai (8.1.0)
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event_stream_parser (>= 0.3.0, < 2.0.0)
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faraday (>= 1)
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@ -479,7 +479,7 @@ GEM
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sentry-sidekiq (5.23.0)
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sentry-ruby (~> 5.23.0)
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sidekiq (>= 3.0)
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sidekiq (8.0.2)
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sidekiq (8.0.3)
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connection_pool (>= 2.5.0)
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json (>= 2.9.0)
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logger (>= 1.6.2)
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@ -494,7 +494,7 @@ GEM
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skylight (6.0.4)
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activesupport (>= 5.2.0)
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smart_properties (1.17.0)
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sorbet-runtime (0.5.11953)
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sorbet-runtime (0.5.12043)
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stimulus-rails (1.3.4)
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railties (>= 6.0.0)
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stringio (3.1.5)
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@ -602,7 +602,7 @@ DEPENDENCIES
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redcarpet
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redis (~> 5.4)
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rotp (~> 6.3)
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rqrcode (~> 2.2)
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rqrcode (~> 3.0)
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rubocop-rails-omakase
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ruby-lsp-rails
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ruby-openai
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@ -1,7 +1,7 @@
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<img width="1440" alt="dashboard_mockup" src="https://github.com/maybe-finance/maybe/assets/35243/a7763d0e-a942-42db-bde7-eb8d28106917">
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<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>
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# Maybe: The OS for your personal finances
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<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/13fc5ef4-ce0f-4073-a163-9dbc3eb4c8e5" />
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# Maybe: The personal finance app for everyone
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<b>Get
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involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
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@ -322,7 +322,7 @@ export default class extends Controller {
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.attr("class", "data-point-circle")
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.attr("cx", this._d3XScale(d.date))
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.attr("cy", this._d3YScale(this._getDatumValue(d)))
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.attr("r", 8)
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.attr("r", 10)
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.attr("fill", this._trendColor)
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.attr("fill-opacity", "0.1")
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.attr("pointer-events", "none");
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@ -333,7 +333,7 @@ export default class extends Controller {
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.attr("class", "data-point-circle")
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.attr("cx", this._d3XScale(d.date))
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.attr("cy", this._d3YScale(this._getDatumValue(d)))
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.attr("r", 3)
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.attr("r", 5)
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.attr("fill", this._trendColor)
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.attr("pointer-events", "none");
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@ -364,19 +364,17 @@ export default class extends Controller {
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<div style="margin-bottom: 4px; color: var(--color-gray-500);">
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${datum.date_formatted}
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</div>
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<div style="display: flex; align-items: center; gap: 16px;">
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<div style="display: flex; align-items: center; gap: 8px;">
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<svg width="10" height="10">
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<circle
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cx="5"
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cy="5"
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r="4"
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stroke="${datum.trend.color}"
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fill="transparent"
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stroke-width="1"></circle>
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</svg>
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<div style="display: flex; align-items: center; gap: 16px; margin-bottom: 0px;">
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<div style="display: flex; align-items: center; gap: 8px; color: var(--color-black);">
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<div style="display: flex; align-items: center; justify-content: center; height: 16px; width: 16px;">
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${datum.trend.previous.amount === datum.trend.current.amount ? `
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<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="${datum.trend.color}" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-minus-icon lucide-minus"><path d="M5 12h14"/></svg>
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` : Number(datum.trend.previous.amount) < Number(datum.trend.current.amount) ? `
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<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="${datum.trend.color}" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-arrow-up-right-icon lucide-arrow-up-right"><path d="M7 7h10v10"/><path d="M7 17 17 7"/></svg>
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` : `
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<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="${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>
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`}
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</div>
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${this._extractFormattedValue(datum.trend.current)}
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</div>
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@ -83,6 +83,7 @@ class Sync < ApplicationRecord
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Sentry.capture_exception(error) do |scope|
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scope.set_context("sync", { id: id, syncable_type: syncable_type, syncable_id: syncable_id })
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scope.set_tags(sync_id: id)
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end
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update!(
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@ -3,16 +3,7 @@
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<%= turbo_frame_tag dom_id(@account, :chart_details) do %>
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<div class="px-4">
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<% if trend.direction.flat? %>
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<%= tag.span t(".no_change"), class: "text-secondary" %>
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<% else %>
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<%= tag.span "#{trend.value.positive? ? "+" : ""}#{format_money(trend.value)}", style: "color: #{trend.color}" %>
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<% unless trend.percent.infinite? %>
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<%= tag.span "(#{trend.percent}%)", style: "color: #{trend.color}" %>
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<% end %>
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<% end %>
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<%= tag.span @period.comparison_label, class: "text-secondary" %>
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<%= render partial: "shared/trend_change", locals: { trend: trend, comparison_label: @period.comparison_label } %>
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</div>
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<div class="h-64 pb-4">
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@ -24,7 +15,7 @@
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data-time-series-chart-data-value="<%= series.to_json %>"></div>
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<% else %>
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<div class="w-full h-full flex items-center justify-center">
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<p class="text-secondary text-sm">No data available for the selected period.</p>
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<p class="text-secondary text-sm"><%= t(".data_not_available") %></p>
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</div>
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<% end %>
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</div>
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|
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@ -15,7 +15,7 @@
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<div class="grid grid-cols-12 items-center uppercase text-xs font-medium text-secondary px-4 py-2">
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<%= tag.p t(".name"), class: "col-span-4" %>
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<%= tag.p t(".weight"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".cost"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".average_cost"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".holdings"), class: "col-span-2 justify-self-end" %>
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<%= tag.p t(".return"), class: "col-span-2 justify-self-end" %>
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</div>
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|
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@ -38,7 +38,7 @@
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</div>
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<div class="flex items-center justify-between text-sm">
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<dt class="text-secondary"><%= t(".trend_label") %></dt>
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<dt class="text-secondary"><%= t(".total_return_label") %></dt>
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<dd style="color: <%= @holding.trend&.color %>;">
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<%= @holding.trend ? render("shared/trend_change", trend: @holding.trend) : t(".unknown") %>
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</dd>
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|
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@ -3,19 +3,14 @@
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<div class="flex justify-between gap-4 px-4">
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<div class="space-y-2">
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<div class="space-y-2">
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<p class="text-sm text-secondary font-medium">Net Worth</p>
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<p class="text-sm text-secondary font-medium"><%= t(".title") %></p>
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<p class="text-primary -space-x-0.5 text-3xl font-medium">
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<%= series.current.format %>
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</p>
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<% if series.trend.nil? %>
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<p class="text-sm text-secondary">Data not available for the selected period</p>
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<% elsif series.trend.direction.flat? %>
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<p class="text-sm text-secondary">No change vs. prior period</p>
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<p class="text-sm text-secondary"><%= t(".data_not_available") %></p>
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<% else %>
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<div class="flex items-center gap-2">
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<%= render partial: "shared/trend_change", locals: { trend: series.trend } %>
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<span class="text-sm text-secondary"><%= period.comparison_label %></span>
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</div>
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<%= render partial: "shared/trend_change", locals: { trend: series.trend, comparison_label: period.comparison_label } %>
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<% end %>
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</div>
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</div>
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@ -32,6 +27,6 @@
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data-time-series-chart-data-value="<%= series.to_json %>"></div>
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<% else %>
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<div class="w-full h-full flex items-center justify-center">
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<p class="text-secondary text-sm">No data available for the selected period.</p>
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<p class="text-secondary text-sm"><%= t(".data_not_available") %></p>
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</div>
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<% end %>
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|
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|
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@ -1,8 +1,8 @@
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<%# locals: { trend: } %>
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<%# locals: { trend:, comparison_label: nil } %>
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<p class="text-sm" style="color: <%= trend.color %>">
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<% if trend.direction.flat? %>
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<span>No change</span>
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<%= t(".no_change") %><%= " #{comparison_label}" if defined?(comparison_label) && comparison_label.present? %>
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<% else %>
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<span class="font-mono">
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<%= trend.value.is_a?(Money) ? format_money(trend.value) : trend.value.round(2) %>
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@ -10,5 +10,8 @@
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<% unless trend.percent.infinite? %>
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<span class="font-mono">(<%= lucide_icon(trend.icon, class: "w-4 h-4 align-text-bottom inline") %><%= trend.percent_formatted %>)</span>
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<% end %>
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<span class="text-secondary">
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<%= " #{comparison_label}" if defined?(comparison_label) && comparison_label.present? %>
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</span>
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<% end %>
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</p>
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|
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@ -41,6 +41,8 @@ x-rails-env: &rails_env
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DB_HOST: db
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DB_PORT: 5432
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REDIS_URL: redis://redis:6379/1
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# 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.
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OPENAI_ACCESS_TOKEN: ${OPENAI_ACCESS_TOKEN}
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services:
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web:
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|
@ -97,4 +99,4 @@ services:
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volumes:
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app-storage:
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postgres-data:
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||||
redis-data:
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redis-data:
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||||
|
|
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|||
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|
@ -4,7 +4,7 @@ en:
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account:
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troubleshoot: Troubleshoot
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chart:
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no_change: no change
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data_not_available: Data not available for the selected period
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create:
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success: "%{type} account created"
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destroy:
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|
|
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|||
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|
@ -9,13 +9,13 @@ en:
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per_share: per share
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shares: "%{qty} shares"
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index:
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cost: cost
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average_cost: Average cost
|
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holdings: Holdings
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name: name
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name: Name
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new_holding: New transaction
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no_holdings: No holdings to show.
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return: total return
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weight: weight
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return: Total return
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weight: Weight
|
||||
missing_price_tooltip:
|
||||
description: This investment has missing values and we could not calculate
|
||||
its returns or value.
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|
@ -33,5 +33,5 @@ en:
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settings: Settings
|
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ticker_label: Ticker
|
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trade_history_entry: "%{qty} shares of %{security} at %{price}"
|
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trend_label: Trend
|
||||
total_return_label: Total Return
|
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unknown: Unknown
|
||||
|
|
|
|||
|
|
@ -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
|
||||
|
|
|
|||
|
|
@ -10,3 +10,5 @@ en:
|
|||
label: Amount
|
||||
syncing_notice:
|
||||
syncing: Syncing accounts data...
|
||||
trend_change:
|
||||
no_change: "no change"
|
||||
|
|
|
|||
Loading…
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Reference in a new issue