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 In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization.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

test/models/account_test.rb

@@ -13,129 +13,4 @@ class AccountTest < ActiveSupport::TestCase
       @account.destroy
     end
   end
-
-  test "groups accounts by type" do
-    result = @family.accounts.by_group(period: Period.all)
-    assets = result[:assets]
-    liabilities = result[:liabilities]
-
-    assert_equal @family.assets, assets.sum
-    assert_equal @family.liabilities, liabilities.sum
-
-    depositories = assets.children.find { |group| group.name == "Depository" }
-    properties = assets.children.find { |group| group.name == "Property" }
-    vehicles = assets.children.find { |group| group.name == "Vehicle" }
-    investments = assets.children.find { |group| group.name == "Investment" }
-    other_assets = assets.children.find { |group| group.name == "OtherAsset" }
-
-    credits = liabilities.children.find { |group| group.name == "CreditCard" }
-    loans = liabilities.children.find { |group| group.name == "Loan" }
-    other_liabilities = liabilities.children.find { |group| group.name == "OtherLiability" }
-
-    assert_equal 2, depositories.children.count
-    assert_equal 1, properties.children.count
-    assert_equal 1, vehicles.children.count
-    assert_equal 1, investments.children.count
-    assert_equal 1, other_assets.children.count
-
-    assert_equal 1, credits.children.count
-    assert_equal 1, loans.children.count
-    assert_equal 1, other_liabilities.children.count
-  end
-
-  test "generates balance series" do
-    assert_equal 2, @account.series.values.count
-  end
-
-  test "generates balance series with single value if no balances" do
-    @account.balances.delete_all
-    assert_equal 1, @account.series.values.count
-  end
-
-  test "generates balance series in period" do
-    @account.balances.delete_all
-    @account.balances.create! date: 31.days.ago.to_date, balance: 5000, currency: "USD" # out of period range
-    @account.balances.create! date: 30.days.ago.to_date, balance: 5000, currency: "USD" # in range
-
-    assert_equal 1, @account.series(period: Period.last_30_days).values.count
-  end
-
-  test "generates empty series if no balances and no exchange rate" do
-    with_env_overrides SYNTH_API_KEY: nil do
-      assert_equal 0, @account.series(currency: "NZD").values.count
-    end
-  end
-
-  test "auto-matches transfers" do
-    outflow_entry = create_transaction(date: 1.day.ago.to_date, account: @account, amount: 500)
-    inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
-
-    assert_difference -> { Transfer.count } => 1 do
-      @account.auto_match_transfers!
-    end
-  end
-
-  # In this scenario, our matching logic should find 4 potential matches.  These matches should be ranked based on
-  # days apart, then de-duplicated so that we aren't auto-matching the same transaction across multiple transfers.
-  test "when 2 options exist, only auto-match one at a time, ranked by days apart" do
-    yesterday_outflow = create_transaction(date: 1.day.ago.to_date, account: @account, amount: 500)
-    yesterday_inflow = create_transaction(date: 1.day.ago.to_date, account: accounts(:credit_card), amount: -500)
-
-    today_outflow = create_transaction(date: Date.current, account: @account, amount: 500)
-    today_inflow = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
-
-    assert_difference -> { Transfer.count } => 2 do
-      @account.auto_match_transfers!
-    end
-  end
-
-  test "does not auto-match any transfers that have been rejected by user already" do
-    outflow = create_transaction(date: Date.current, account: @account, amount: 500)
-    inflow = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
-
-    RejectedTransfer.create!(inflow_transaction_id: inflow.entryable_id, outflow_transaction_id: outflow.entryable_id)
-
-    assert_no_difference -> { Transfer.count } do
-      @account.auto_match_transfers!
-    end
-  end
-
-  test "transfer_match_candidates only matches between active accounts" do
-    active_account = accounts(:depository)
-    another_active_account = accounts(:credit_card)
-    inactive_account = accounts(:investment)
-    inactive_account.update!(is_active: false)
-
-    # Create matching transactions
-    active_inflow = active_account.entries.create!(
-      date: Date.current,
-      amount: -100,
-      currency: "USD",
-      name: "Test transfer",
-      entryable: Account::Transaction.new
-    )
-
-    active_outflow = another_active_account.entries.create!(
-      date: Date.current,
-      amount: 100,
-      currency: "USD",
-      name: "Test transfer",
-      entryable: Account::Transaction.new
-    )
-
-    inactive_outflow = inactive_account.entries.create!(
-      date: Date.current,
-      amount: 100,
-      currency: "USD",
-      name: "Test transfer",
-      entryable: Account::Transaction.new
-    )
-
-    # Should find matches between active accounts
-    candidates = active_account.transfer_match_candidates
-    assert_includes candidates.map(&:outflow_transaction_id), active_outflow.entryable_id
-
-    # Should not match with inactive account
-    assert_not_includes candidates.map(&:outflow_transaction_id), inactive_outflow.entryable_id
-  end
 end