4 commits

Author	SHA1	Message	Date
Alex Hatzenbuhler	443b834b46	Create shared ruler and standardize across views (#2240) ... * Create shared ruler view * Use collection rendering/spacer templates for rules, and new shared_ruler * Use shared ruler for all the places a ruler is used * Use shared ruler for imports and balance sheet * Fix brakeman by using a static partial with a defined collection * Update balance sheet	2025-05-20 15:13:18 -04:00
Zach Gollwitzer	10dd9e061a	Improve account sync performance, handle concurrent market data syncing (#2236) ... * PlaidConnectable concern * Remove bad abstraction * Put sync implementations in own concerns * Sync strategies * Move sync orchestration to Sync class * Clean up sync class, add state machine * Basic market data sync cron * Fix price sync * Improve sync window column names, add timestamps * 30 day syncs by default * Clean up market data methods * Report high duplicate sync counts to Sentry * Add sync states throughout app * account tab session * Persistent account tab selections * Remove manual sleep * Add migration to clear stale syncs on self hosted apps * Tweak sync states * Sync completion event broadcasts * Fix timezones in tests * Cleanup * More cleanup * Plaid item UI broadcasts for sync * Fix account ID namespace conflict * Sync broadcasters * Smoother account sync refreshes * Remove test sync delay	2025-05-15 10:19:56 -04:00
Alex Hatzenbuhler	bebe7b40d6	Improve rules - add name, allow sorting, improve UI (#2177) ... * Add ability to name a rule * Add sorting by name and date, * Improve rule page and form design * Small header tweak * Improve sorting click areas by including icon * Fix brakeman * Use icon helper instead of lucide_icon helper * Fix double headers with new DialogComponent * Use updated_at for sorting instead of created_at * Use copy-plus icon for compound rules * Remove icons and change IF/THEN/FOR font in edit form * Use text-secondary on disabled rules * First pass at redesigning the sorting menu * New rule list * Borders instead of shadows * Apply proper text color to TO in edit form * Improve dark mode with proper background color classes * Use border-secondary * Add touch: true to conditions and actions of a rule, so updated_at works as expected * Fix db schema * Change sort direction to be a LinkComponent outside of the form for better sort behavior * Clean up dropdown design to match figma * Match tags/categories design * Fix name text color, add bg-divider background for dividers * Fix family subscription tests (thanks zach!)	2025-05-13 15:53:13 -04:00
Zach Gollwitzer	90a9546f32	Pre-launch design sync with Figma spec (#2154) ... * Add lookbook + viewcomponent, organize design system file * Build menu component * Button updates * More button fixes * Replace all menus with new ViewComponent * Checkpoint: fix tests, all buttons and menus converted * Split into Link and Button components for clarity * Button cleanup * Simplify custom confirmation configuration in views * Finalize button, link component API * Add toggle field to custom form builder + Component * Basic tabs component * Custom tabs, convert all menu / tab instances in app * Gem updates * Centralized icon helper * Update all icon usage to central helper * Lint fixes * Centralize all disclosure instances * Dialog replacements * Consolidation of all dialog styles * Test fixes * Fix app layout issues, move to component with slots * Layout simplification * Flakey test fix * Fix dashboard mobile issues * Finalize homepage * Lint fixes * Fix shadows and borders in dark mode * Fix tests * Remove stale class * Fix filled icon logic * Move transparent? to public interface	2025-04-30 18:14:22 -04:00