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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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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
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278 changed files with 3428 additions and 4354 deletions
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<%# locals: (account_groups:) -%>
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<div data-controller="tabs" data-tabs-active-class="bg-white border-alpha-black-25 shadow-xs text-primary" data-tabs-default-tab-value="asset-tab">
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<div class="bg-gray-25 rounded-lg p-1 flex gap-1 text-sm text-secondary font-medium">
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<button data-id="asset-tab" class="w-1/2 px-2 py-1 rounded-md border border-transparent" data-tabs-target="btn" data-action="tabs#select"><%= t(".assets") %></button>
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<button data-id="liability-tab" class="w-1/2 px-2 py-1 rounded-md border border-transparent" data-tabs-target="btn" data-action="tabs#select"><%= t(".debts") %></button>
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</div>
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<div>
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<div data-tabs-target="tab" id="asset-tab" class="space-y-6">
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<div class="text-secondary flex items-center justify-center py-6">
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<div
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data-controller="pie-chart"
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class="w-full aspect-1"
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data-pie-chart-data-value="<%= value_group_pie_data(account_groups[:assets]) %>"
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data-pie-chart-total-value="<%= format_money(account_groups[:assets].sum, precision: 0) %>">
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</div>
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</div>
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</div>
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<div data-tabs-target="tab" id="liability-tab" class="space-y-6 hidden">
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<div class="text-secondary flex items-center justify-center py-6">
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<div
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data-controller="pie-chart"
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class="w-full aspect-1"
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data-pie-chart-data-value="<%= value_group_pie_data(account_groups[:liabilities]) %>"
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data-pie-chart-total-value="<%= format_money(account_groups[:liabilities].sum, precision: 0) %>">
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</div>
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</div>
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</div>
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</div>
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</div>
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103
app/views/pages/dashboard/_balance_sheet.html.erb
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103
app/views/pages/dashboard/_balance_sheet.html.erb
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<%# locals: (balance_sheet:) %>
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<div class="space-y-4">
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<% balance_sheet.classification_groups.each do |classification_group| %>
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<div class="bg-white shadow-border-xs rounded-xl space-y-4 p-4">
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<h2 class="text-lg font-medium"><%= classification_group.display_name %></h2>
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<% if classification_group.account_groups.any? %>
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<div class="space-y-4">
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<div class="flex gap-1">
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<% classification_group.account_groups.each do |account_group| %>
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<div class="h-1.5 rounded-sm" style="width: <%= account_group.weight %>%; background-color: <%= account_group.color %>;"></div>
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<% end %>
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</div>
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<div class="flex gap-4">
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<% classification_group.account_groups.each do |account_group| %>
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<div class="flex items-center gap-2 text-sm">
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<div class="h-2.5 w-2.5 rounded-full" style="background-color: <%= account_group.color %>;"></div>
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<p class="text-secondary"><%= account_group.name %></p>
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<p class="text-black"><%= number_to_percentage(account_group.weight, precision: 0) %></p>
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</div>
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<% end %>
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</div>
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</div>
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<div class="bg-surface rounded-xl p-1 space-y-1">
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<div class="px-4 py-2 flex items-center uppercase text-xs font-medium text-secondary">
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<div>Name</div>
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<div class="ml-auto text-right flex items-center gap-6">
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<div class="w-24">
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<p>Weight</p>
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</div>
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<div class="w-40">
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<p>Value</p>
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</div>
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</div>
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</div>
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<div class="shadow-border-xs rounded-lg bg-white">
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<% classification_group.account_groups.each do |account_group| %>
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<details class="group rounded-lg open:bg-surface font-medium text-sm">
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<summary class="cursor-pointer p-4 group-open:bg-surface bg-white rounded-lg flex items-center justify-between">
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<div class="flex items-center gap-4">
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<%= lucide_icon("chevron-right", class: "group-open:rotate-90 text-secondary w-5 h-5") %>
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<p><%= account_group.name %></p>
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</div>
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<div class="ml-auto flex items-center text-right gap-6">
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<div class="w-24 flex items-center justify-end gap-2">
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<%= render partial: "shared/progress_circle", locals: { progress: account_group.weight, color: account_group.color } %>
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<p><%= number_to_percentage(account_group.weight, precision: 0) %></p>
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</div>
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<div class="w-40">
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<p><%= format_money(account_group.total_money) %></p>
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</div>
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</div>
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</summary>
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<div>
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<% account_group.accounts.each_with_index do |account, idx| %>
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<div class="pl-12 pr-4 py-3 flex items-center justify-between text-sm font-medium">
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<div class="flex items-center gap-3">
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<%= render "accounts/logo", account: account, size: "sm", color: account_group.color %>
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<%= link_to account.name, account_path(account) %>
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</div>
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<div class="ml-auto flex items-center text-right gap-6">
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<div class="w-24 flex items-center justify-end gap-2">
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<%= render partial: "shared/progress_circle", locals: { progress: account.weight, color: account_group.color } %>
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<p><%= number_to_percentage(account.weight, precision: 0) %></p>
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</div>
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<div class="w-40">
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<p><%= format_money(account.balance_money) %></p>
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</div>
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</div>
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</div>
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<% if idx < account_group.accounts.size - 1 %>
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<div class="pl-[84px] pr-40">
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<div class="w-full border-subdued border-b"></div>
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</div>
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<% end %>
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<% end %>
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</div>
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</details>
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<% end %>
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</div>
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</div>
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<% else %>
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<div class="py-20 flex flex-col items-center">
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<%= lucide_icon classification_group.icon, class: "w-6 h-6 shrink-0 text-secondary" %>
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<p class="text-primary text-sm font-medium mb-1 mt-4">No <%= classification_group.display_name %></p>
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<p class="text-secondary text-sm max-w-xs text-center"><%= "You have no #{classification_group.display_name}" %></p>
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</div>
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<% end %>
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</div>
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<% end %>
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</div>
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<%# locals: (series:) %>
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<% if series.has_current_day_value? %>
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<%# locals: (series:, period:) %>
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<div class="flex justify-between p-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-primary -space-x-0.5 text-xl 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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<% 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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<% end %>
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</div>
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</div>
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<%= form_with url: root_path, method: :get, class: "flex items-center gap-4", data: { controller: "auto-submit-form" } do |form| %>
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<%= period_select form: form, selected: period %>
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<% end %>
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</div>
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<% if series.any? %>
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<div
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id="netWorthChart"
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class="w-full flex-1 min-h-52"
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data-controller="time-series-chart"
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data-time-series-chart-data-value="<%= series.to_json %>"></div>
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<% elsif series.empty? %>
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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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</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 animate-pulse">Calculating latest balance data...</p>
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</div>
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<% end %>
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15
app/views/pages/dashboard/_no_account_empty_state.html.erb
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15
app/views/pages/dashboard/_no_account_empty_state.html.erb
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<div class="flex justify-center items-center h-[800px]">
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<div class="text-center flex flex-col gap-4 items-center max-w-[300px]">
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<%= lucide_icon "layers", class: "w-6 h-6 text-secondary" %>
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<div class="space-y-1 text-sm">
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<p class="text-primary font-medium"><%= t(".no_account_title") %></p>
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<p class="text-secondary"><%= t(".no_account_subtitle") %></p>
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</div>
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<%= link_to new_account_path, class: "btn btn--primary flex items-center gap-1", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("plus", class: "w-5 h-5") %>
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<span><%= t(".new_account") %></span>
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<% end %>
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</div>
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</div>
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