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23 commits

Author SHA1 Message Date
Zach Gollwitzer
869462a9a5 Dynamic y-axis baseline value for chart scales
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2025-06-27 12:57:23 -04:00
Zach Gollwitzer
18148acd69
Fix chart scale issues (#2418)
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2025-06-26 18:59:11 -04:00
Zach Gollwitzer
6e202bd7ec
Improve chart performance and gapfilling (#2306)
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2025-05-25 20:40:18 -04:00
Zach Gollwitzer
fb7107d614
feature(dark mode): misc design fixes (#2215)
* Fix category dark mode styles

* Fix sidebar account tab states

* Fix dashboard balance sheet group styles

* Fix budget dark mode styles

* Fix chart gradient split

* Fix prose styles in dark mode

* Add back chat nav id for tests
2025-05-07 09:26:06 -04:00
Zach Gollwitzer
0fdeebceb1 Fix bulk edit dialog form structure 2025-05-06 11:53:12 -04:00
Zach Gollwitzer
2000f05453
Match Plaid holding values on current day (#2212)
* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
2025-05-06 09:25:49 -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
Alex Hatzenbuhler
341a800b65
Improve dashboard/account charts and tooltips (#2157)
* Improve net worth hover

* Improve graph tooltip

* Use locales files for some text on net worth and account charts

* Consolidate and simplify trend change between net worth and account charts

* Fix test and self-review stuff

* Clean up some stuff on the holding sidebar
2025-04-28 14:57:32 -04:00
Zach Gollwitzer
c610b0ba4b
Dashboard design fixes (#1898)
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* Dashboard design fixes

* Update dashboard greeting

* Remove sidebar toggle from settings breadcrumbs

* Autofocus and outlines for category dropdowns

* Lint fixes
2025-02-25 17:28:40 -05:00
Zach Gollwitzer
d75be2282b
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
2025-02-21 11:57:59 -05:00
Zach Gollwitzer
849c58dd3e
Maybe Design System Updates (#1856)
* Add geist font

* Design system css file

* Add cursor ui/ux rules

* Add shadows and shadow borders

* Replace primitives with tokens for common text and backgrounds

* Organize css

* Update switch and checkbox class names

* Add back global color variables
2025-02-13 11:31:07 -05:00
Zach Gollwitzer
a82c0303ce
Upgrade to Tailwind v4 (#1853)
* Upgrade to Tailwind v4

* Update max width classes

* Revert improper changes from Tailwind migration tool
2025-02-12 11:22:30 -05:00
Zach Gollwitzer
d1b506d16c Pass date as UTC for graphs
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2024-11-19 16:23:21 -05:00
Zach Gollwitzer
743e291d56 Fix tooltip trend color 2024-11-18 12:01:27 -05:00
Zach Gollwitzer
6105f822b7 Display chart dates in UTC 2024-11-18 11:44:41 -05:00
Zach Gollwitzer
65db49273c
Account Activity View + Account Forms (#1406)
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* Remove balance mode, sketch out refactor

* Activity view checkpoint

* Entry partials, checkpoint

* Finish txn partial

* Give entries context when editing for different turbo responses

* Calculate change of balance for each entry

* Account tabs consolidation

* Translations, linting, brakeman updates

* Account actions concern

* Finalize forms, get account system tests passing

* Get tests passing

* Lint, rubocop, schema updates

* Improve routing and stream responses

* Fix broken routes

* Add import option for adding accounts

* Fix system test

* Fix test specificity

* Fix sparklines

* Improve account redirects
2024-11-04 20:27:31 -05:00
Zach Gollwitzer
e8e100e1d8
Rework account views and addition flow (#1324)
* Move accountable partials

* Split accountables into separate view partials

* Fix test

* Add form to permitted partials

* Fix failing system tests

* Update new account modal views

* New sync algorithm implementation

* Update account system test assertions to match new behavior

* Fix off by 1 date error

* Revert new balance sync algorithm

* Add missing account overviews
2024-10-18 14:37:42 -04:00
oxdev03
4ad28d6eff
Add BiomeJS for Linting and Formatting JavaScript relates to #1295 (#1299)
* chore: add formatting and linting for javascript code relates to #1295

* use spaces instaed

* add to recommended extensions

* only enforce lint

* auto save
2024-10-14 17:09:27 -04:00
Zach Gollwitzer
e357c0485f Temp fix for Stimulus charts 2024-10-11 14:40:13 -04:00
Zach Gollwitzer
8f8988c03a Fix minified JS in prod for chart controller 2024-10-11 11:37:33 -04:00
Josh Brown
7f491f5064
Add trends to sidebar account list (#697) 2024-04-29 09:56:38 -04:00
Josh Brown
1f6e83ee91
Add pie chart for asset/debt allocation in dashboard view (#666)
* Add pie chart for asset/debt allocation in dashboard view

* Fix lint issue

* Fix z-index issue with tooltip under pie chart

* Fix spacing of dashboard charts
2024-04-23 12:05:18 -04:00
Jose Farias
49b603f478
Flesh out D3 time series charts (#657)
* Reindent TimeSeries classes

* Fix spacing in time series tests

* Remove trend tests where current is nil

I think if we've gotten this far with a nil value for current, there's a data integrity problem.

If we allow this, we'll have to be very defensive in our code. Best to raise and fix early.

* Reindent Money class

* Refactor TimeSeries artifacts

* Use as_json in TimeSeries

* Bring back tests for trends where current is nil

* Bring back trend test

* Correctly enumerate trend test

* Use favorable_direction for trend_styles helper

* Make trend public in TimeSeries::Value

* Allow nil current values in trends

I think I might've gotten it wrong before, nils might appear in trends if values are unavailable for snapshots

* Clean up TimeSeries::Trend

* Skip trend values same class validations if any values are nil

* Refactor Money

* Remove object parsing in TimeSeries::Value

We're only every passing hashes

* Refactor trendline chart controller into a time series chart controller

* Replace trendline controller

* Implement empty state

* Port line-chart controller into time-series-chart

* Split out methods

* Group similar time series chart functionality

* Fix indicator color

* Fix empty state in time series chart

* Replace line-chart controller with time-series-chart controller

* Draw empty time series chart if less than 2 data points

* Fix favorable direction serialization

* Handle integers as well as money

* Fix favorable direction serialization

* Replace chart types with optional elements

* Prevent double-renders when displaying turbo caches of time series charts

* Remove ambiguities between time series and series data

* Improve time series chart property names

* Clean up tooltip template

* Match tooltip designs

* Apply trendline gradient

* Implement trendline split behavior

* Use same stroke width on all trend lines

* Sort time series data by date

* Support percentages

* Use data color for guideline circles

* Revert "Use data color for guideline circles"

This reverts commit f239a1e00f.

* Use expected defaults for time series chart

* Include day in time-series chart x-axis labels

* favorableDirection -> favorable_direction

* data -> datum where appropriate

* Hide change data in tooltip for percentages
2024-04-22 13:44:26 -04:00