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---
description: Guidelines for creating and maintaining Cursor rules to ensure consistency and effectiveness.
globs: .cursor/rules/*.mdc
alwaysApply: true
---
- **Required Rule Structure:**
```markdown
---
description: Clear, one-line description of what the rule enforces
globs: path/to/files/*.ext, other/path/**/*
alwaysApply: boolean
---
- **Main Points in Bold**
- Sub-points with details
- Examples and explanations
```
- **File References:**
- Use `[filename](mdc:path/to/file)` ([filename](mdc:filename)) to reference files
- Example: [prisma.mdc](mdc:.cursor/rules/prisma.mdc) for rule references
- Example: [schema.prisma](mdc:prisma/schema.prisma) for code references
- **Code Examples:**
- Use language-specific code blocks
```typescript
// ✅ DO: Show good examples
const goodExample = true;
// ❌ DON'T: Show anti-patterns
const badExample = false;
```
- **Rule Content Guidelines:**
- Start with high-level overview
- Include specific, actionable requirements
- Show examples of correct implementation
- Reference existing code when possible
- Keep rules DRY by referencing other rules
- **Rule Maintenance:**
- Update rules when new patterns emerge
- Add examples from actual codebase
- Remove outdated patterns
- Cross-reference related rules
- **Best Practices:**
- Use bullet points for clarity
- Keep descriptions concise
- Include both DO and DON'T examples
- Reference actual code over theoretical examples
- Use consistent formatting across rules

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---
description: Miscellaneous rules to get the AI to behave
globs: *
alwaysApply: true
---
# General rules for AI
- Use `Current.user` for the current user. Do NOT use `current_user`.
- Use `Current.family` for the current family. Do NOT use `current_family`.
- Prior to generating any code, carefully read the project conventions and guidelines
- Read [project-design.mdc](mdc:.cursor/rules/project-design.mdc) to understand the codebase
- Read [project-conventions.mdc](mdc:.cursor/rules/project-conventions.mdc) to understand _how_ to write code for the codebase
- Read [ui-ux-design-guidelines.mdc](mdc:.cursor/rules/ui-ux-design-guidelines.mdc) to understand how to implement frontend code specifically
- Ignore i18n methods and files. Hardcode strings in English for now to optimize speed of development.
## Prohibited actions
- Do not run `rails server` in your responses.
- Do not run `touch tmp/restart.txt`
- Do not run `rails credentials`
- Do not automatically run migrations

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---
description:
globs:
alwaysApply: true
---
This rule serves as high-level documentation for how you should write code for the Maybe codebase.
## Project Tech Stack
- Web framework: Ruby on Rails
- Minitest + fixtures for testing
- Propshaft for asset pipeline
- Hotwire Turbo/Stimulus for SPA-like UI/UX
- TailwindCSS for styles
- Lucide Icons for icons
- OpenAI for AI chat
- Database: PostgreSQL
- Jobs: Sidekiq + Redis
- External
- Payments: Stripe
- User bank data syncing: Plaid
- Market data: Synth (our custom API)
## Project conventions
These conventions should be used when writing code for Maybe.
### Convention 1: Minimize dependencies, vanilla Rails is plenty
Dependencies are a natural part of building software, but we aim to minimize them when possible to keep this open-source codebase easy to understand, maintain, and contribute to.
- Push Rails to its limits before adding new dependencies
- When a new dependency is added, there must be a strong technical or business reason to add it
- When adding dependencies, you should favor old and reliable over new and flashy
### Convention 2: Leverage POROs and concerns over "service objects"
This codebase adopts a "skinny controller, fat models" convention. Furthermore, we put almost _everything_ directly in the `app/models/` folder and avoid separate folders for business logic such as `app/services/`.
- Organize large pieces of business logic into Rails concerns and POROs (Plain ole' Ruby Objects)
- While a Rails concern _may_ offer shared functionality (i.e. "duck types"), it can also be a "one-off" concern that is only included in one place for better organization and readability.
- When concerns are used for code organization, they should be organized around the "traits" of a model; not for simply moving code to another spot in the codebase.
- When possible, models should answer questions about themselves—for example, we might have a method, `account.balance_series` that returns a time-series of the account's most recent balances. We prefer this over something more service-like such as `AccountSeries.new(account).call`.
### Convention 3: Leverage Hotwire, write semantic HTML, CSS, and JS, prefer server-side solutions
- Native HTML is always preferred over JS-based components
- Example 1: Use `<dialog>` element for modals instead of creating a custom component
- Example 2: Use `<details><summary>...</summary></details>` for disclosures rather than custom components
- Leverage Turbo frames to break up the page over JS-driven client-side solutions
- Example 1: A good example of turbo frame usage is in [application.html.erb](mdc:app/views/layouts/application.html.erb) where we load [chats_controller.rb](mdc:app/controllers/chats_controller.rb) actions in a turbo frame in the global layout
- Leverage query params in the URL for state over local storage and sessions. If absolutely necessary, utilize the DB for persistent state.
- Use Turbo streams to enhance functionality, but do not solely depend on it
- Format currencies, numbers, dates, and other values server-side, then pass to Stimulus controllers for display only
- Keep client-side code for where it truly shines. For example, @bulk_select_controller.js is a case where server-side solutions would degrade the user experience significantly. When bulk-selecting entries, client-side solutions are the way to go and Stimulus provides the right toolset to achieve this.
- Always use the `icon` helper in [application_helper.rb](mdc:app/helpers/application_helper.rb) for icons. NEVER use `lucide_icon` helper directly.
The Hotwire suite (Turbo/Stimulus) works very well with these native elements and we optimize for this.
### Convention 4: Optimize for simplicitly and clarity
All code should maximize readability and simplicity.
- Prioritize good OOP domain design over performance
- Only focus on performance for critical and global areas of the codebase; otherwise, don't sweat the small stuff.
- Example 1: be mindful of loading large data payloads in global layouts
- Example 2: Avoid N+1 queries
### Convention 5: Use ActiveRecord for complex validations, DB for simple ones, keep business logic out of DB
- Enforce `null` checks, unique indexes, and other simple validations in the DB
- ActiveRecord validations _may_ mirror the DB level ones, but not 100% necessary. These are for convenience when error handling in forms. Always prefer client-side form validation when possible.
- Complex validations and business logic should remain in ActiveRecord

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---
description: This rule explains the system architecture and data flow of the Rails app
globs: *
alwaysApply: true
---
This file outlines how the codebase is structured and how data flows through the app.
This is a personal finance application built in Ruby on Rails. The primary domain entities for this app are outlined below. For an authoritative overview of the relationships, [schema.rb](mdc:db/schema.rb) is the source of truth.
## App Modes
The Maybe app runs in two distinct "modes", dictated by `Rails.application.config.app_mode`, which can be `managed` or `self_hosted`.
- "Managed" - in managed mode, the Maybe team operates and manages servers for users
- "Self Hosted" - in self hosted mode, users host the Maybe app on their own infrastructure, typically through Docker Compose. We have an example [docker-compose.example.yml](mdc:docker-compose.example.yml) file that runs [Dockerfile](mdc:Dockerfile) for this mode.
## Families and Users
- `Family` - all Stripe subscriptions, financial accounts, and the majority of preferences are stored at the [family.rb](mdc:app/models/family.rb) level.
- `User` - all [session.rb](mdc:app/models/session.rb) happen at the [user.rb](mdc:app/models/user.rb) level. A user belongs to a `Family` and can either be an `admin` or a `member`. Typically, a `Family` has a single admin, or "head of household" that manages finances while there will be several `member` users who can see the family's finances from varying perspectives.
## Currency Preference
Each `Family` selects a currency preference. This becomes the "main" currency in which all records are "normalized" to via [exchange_rate.rb](mdc:app/models/exchange_rate.rb) records so that the Maybe app can calculate metrics, historical graphs, and other insights in a single family currency.
## Accounts
The center of the app's domain is the [account.rb](mdc:app/models/account.rb). This represents a single financial account that has a `balance` and `currency`. For example, an `Account` could be "Chase Checking", which is a single financial account at Chase Bank. A user could have multiple accounts at a single institution (i.e. "Chase Checking", "Chase Credit Card", "Chase Savings") or an account could be a standalone account, such as "My Home" (a primary residence).
### Accountables
In the app, [account.rb](mdc:app/models/account.rb) is a Rails "delegated type" with the following subtypes (separate DB tables). Each account has a `classification` or either `asset` or `liability`. While the types are a flat hierarchy, below, they have been organized by their classification:
- Asset accountables
- [depository.rb](mdc:app/models/depository.rb) - a typical "bank account" such as a savings or checking account
- [investment.rb](mdc:app/models/investment.rb) - an account that has "holdings" such as a brokerage, 401k, etc.
- [crypto.rb](mdc:app/models/crypto.rb) - an account that tracks the value of one or more crypto holdings
- [property.rb](mdc:app/models/property.rb) - an account that tracks the value of a physical property such as a house or rental property
- [vehicle.rb](mdc:app/models/vehicle.rb) - an account that tracks the value of a vehicle
- [other_asset.rb](mdc:app/models/other_asset.rb) - an asset that cannot be classified by the other account types. For example, "jewelry".
- Liability accountables
- [credit_card.rb](mdc:app/models/credit_card.rb) - an account that tracks the debt owed on a credit card
- [loan.rb](mdc:app/models/loan.rb) - an account that tracks the debt owed on a loan (i.e. mortgage, student loan)
- [other_liability.rb](mdc:app/models/other_liability.rb) - a liability that cannot be classified by the other account types. For example, "IOU to a friend"
### Account Balances
An account [balance.rb](mdc:app/models/account/balance.rb) represents a single balance value for an account on a specific `date`. A series of balance records is generated daily for each account and is how we show a user's historical balance graph.
- For simple accounts like a "Checking Account", the balance represents the amount of cash in the account for a date.
- For a more complex account like "Investment Brokerage", the `balance` represents the combination of the "cash balance" + "holdings value". Each accountable type has different components that make up the "balance", but in all cases, the "balance" represents "How much the account is worth" (when `classification` is `asset`) or "How much is owed on the account" (when `classification` is `liability`)
All balances are calculated daily by [balance_calculator.rb](mdc:app/models/account/balance_calculator.rb).
### Account Holdings
An account [holding.rb](mdc:app/models/holding.rb) applies to [investment.rb](mdc:app/models/investment.rb) type accounts and represents a `qty` of a certain [security.rb](mdc:app/models/security.rb) at a specific `price` on a specific `date`.
For investment accounts with holdings, [base_calculator.rb](mdc:app/models/holding/base_calculator.rb) is used to calculate the daily historical holding quantities and prices, which are then rolled up into a final "Balance" for the account in [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb).
### Account Entries
An account [entry.rb](mdc:app/models/entry.rb) is also a Rails "delegated type". `Entry` represents any record that _modifies_ an `Account` [balance.rb](mdc:app/models/account/balance.rb) and/or [holding.rb](mdc:app/models/holding.rb). Therefore, every entry must have a `date`, `amount`, and `currency`.
The `amount` of an [entry.rb](mdc:app/models/entry.rb) is a signed value. A _negative_ amount is an "inflow" of money to that account. A _positive_ value is an "outflow" of money from that account. For example:
- A negative amount for a credit card account represents a "payment" to that account, which _reduces_ its balance (since it is a `liability`)
- A negative amount for a checking account represents an "income" to that account, which _increases_ its balance (since it is an `asset`)
- A negative amount for an investment/brokerage trade represents a "sell" transaction, which _increases_ the cash balance of the account
There are 3 entry types, defined as [entryable.rb](mdc:app/models/entryable.rb) records:
- `Valuation` - an account [valuation.rb](mdc:app/models/valuation.rb) is an entry that says, "here is the value of this account on this date". It is an absolute measure of an account value / debt. If there is an `Valuation` of 5,000 for today's date, that means that the account balance will be 5,000 today.
- `Transaction` - an account [transaction.rb](mdc:app/models/transaction.rb) is an entry that alters the account balance by the `amount`. This is the most common type of entry and can be thought of as an "income" or "expense".
- `Trade` - an account [trade.rb](mdc:app/models/trade.rb) is an entry that only applies to an investment account. This represents a "buy" or "sell" of a holding and has a `qty` and `price`.
### Account Transfers
A [transfer.rb](mdc:app/models/transfer.rb) represents a movement of money between two accounts. A transfer has an inflow [transaction.rb](mdc:app/models/transaction.rb) and an outflow [transaction.rb](mdc:app/models/transaction.rb). The Maybe system auto-matches transfers based on the following criteria:
- Must be from different accounts
- Must be within 4 days of each other
- Must be the same currency
- Must be opposite values
There are two primary forms of a transfer:
- Regular transfer - a normal movement of money between two accounts. For example, "Transfer $500 from Checking account to Brokerage account".
- Debt payment - a special form of transfer where the _receiver_ of funds is a [loan.rb](mdc:app/models/loan.rb) type account.
Regular transfers are typically _excluded_ from income and expense calculations while a debt payment is considered an "expense".
## Plaid Items
A [plaid_item.rb](mdc:app/models/plaid_item.rb) represents a "connection" maintained by our external data provider, Plaid in the "hosted" mode of the app. An "Item" has 1 or more [plaid_account.rb](mdc:app/models/plaid_account.rb) records, which are each associated 1:1 with an internal Maybe [account.rb](mdc:app/models/account.rb).
All relevant metadata about the item and its underlying accounts are stored on [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb), while the "normalized" data is then stored on internal Maybe domain models.
## "Syncs"
The Maybe app has the concept of a [syncable.rb](mdc:app/models/concerns/syncable.rb), which represents any model which can have its data "synced" in the background. "Syncables" include:
- `Account` - an account "sync" will sync account holdings, balances, and enhance transaction metadata
- `PlaidItem` - a Plaid Item "sync" fetches data from Plaid APIs, normalizes that data, stores it on internal Maybe models, and then finally performs an "Account sync" for each of the underlying accounts created from the Plaid Item.
- `Family` - a Family "sync" loops through the family's Plaid Items and individual Accounts and "syncs" each of them. A family is synced once per day, automatically through [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb).
Each "sync" creates a [sync.rb](mdc:app/models/sync.rb) record in the database, which keeps track of the status of the sync, any errors that it encounters, and acts as an "audit table" for synced data.
Below are brief descriptions of each type of sync in more detail.
### Account Syncs
The most important type of sync is the account sync. It is orchestrated by the account's `sync_data` method, which performs a few important tasks:
- Auto-matches transfer records for the account
- Calculates daily [balance.rb](mdc:app/models/account/balance.rb) records for the account from `account.start_date` to `Date.current` using [base_calculator.rb](mdc:app/models/account/balance/base_calculator.rb)
- Balances are dependent on the calculation of [holding.rb](mdc:app/models/holding.rb), which uses [base_calculator.rb](mdc:app/models/account/holding/base_calculator.rb)
- Enriches transaction data if enabled by user
An account sync happens every time an [entry.rb](mdc:app/models/entry.rb) is updated.
### Plaid Item Syncs
A Plaid Item sync is an ETL (extract, transform, load) operation:
1. [plaid_item.rb](mdc:app/models/plaid_item.rb) fetches data from the external Plaid API
2. [plaid_item.rb](mdc:app/models/plaid_item.rb) creates and loads this data to [plaid_account.rb](mdc:app/models/plaid_account.rb) records
3. [plaid_item.rb](mdc:app/models/plaid_item.rb) and [plaid_account.rb](mdc:app/models/plaid_account.rb) transform and load data to [account.rb](mdc:app/models/account.rb) and [entry.rb](mdc:app/models/entry.rb), the internal Maybe representations of the data.
### Family Syncs
A family sync happens once daily via [auto_sync.rb](mdc:app/controllers/concerns/auto_sync.rb). A family sync is an "orchestrator" of Account and Plaid Item syncs.
## Data Providers
The Maybe app utilizes several 3rd party data services to calculate historical account balances, enrich data, and more. Since the app can be run in both "hosted" and "self hosted" mode, this means that data providers are _optional_ for self hosted users and must be configured.
Because of this optionality, data providers must be configured at _runtime_ through [registry.rb](mdc:app/models/provider/registry.rb) utilizing [setting.rb](mdc:app/models/setting.rb) for runtime parameters like API keys:
There are two types of 3rd party data in the Maybe app:
1. "Concept" data
2. One-off data
### "Concept" data
Since the app is self hostable, users may prefer using different providers for generic data like exchange rates and security prices. When data is generic enough where we can easily swap out different providers, we call it a data "concept".
Each "concept" has an interface defined in the `app/models/provider/concepts` directory.
```
app/models/
exchange_rate/
provided.rb # <- Responsible for selecting the concept provider from the registry
provider.rb # <- Base provider class
provider/
registry.rb <- Defines available providers by concept
concepts/
exchange_rate.rb <- defines the interface required for the exchange rate concept
synth.rb # <- Concrete provider implementation
```
### One-off data
For data that does not fit neatly into a "concept", an interface is not required and the concrete provider may implement ad-hoc methods called directly in code. For example, the [synth.rb](mdc:app/models/provider/synth.rb) provider has a `usage` method that is only applicable to this specific provider. This should be called directly without any abstractions:
```rb
class SomeModel < Application
def synth_usage
Provider::Registry.get_provider(:synth)&.usage
end
end
```
## "Provided" Concerns
In general, domain models should not be calling [registry.rb](mdc:app/models/provider/registry.rb) directly. When 3rd party data is required for a domain model, we use the `Provided` concern within that model's namespace. This concern is primarily responsible for:
- Choosing the provider to use for this "concept"
- Providing convenience methods on the model for accessing data
For example, [exchange_rate.rb](mdc:app/models/exchange_rate.rb) has a [provided.rb](mdc:app/models/exchange_rate/provided.rb) concern with the following convenience methods:
```rb
module ExchangeRate::Provided
extend ActiveSupport::Concern
class_methods do
def provider
registry = Provider::Registry.for_concept(:exchange_rates)
registry.get_provider(:synth)
end
def find_or_fetch_rate(from:, to:, date: Date.current, cache: true)
# Implementation
end
def sync_provider_rates(from:, to:, start_date:, end_date: Date.current)
# Implementation
end
end
end
```
This exposes a generic access pattern where the caller does not care _which_ provider has been chosen for the concept of exchange rates and can get a predictable response:
```rb
def access_patterns_example
# Call exchange rate provider directly
ExchangeRate.provider.fetch_exchange_rate(from: "USD", to: "CAD", date: Date.current)
# Call convenience method
ExchangeRate.sync_provider_rates(from: "USD", to: "CAD", start_date: 2.days.ago.to_date)
end
```
## Concrete provider implementations
Each 3rd party data provider should have a class under the `Provider::` namespace that inherits from `Provider` and returns `with_provider_response`, which will return a `Provider::ProviderResponse` object:
```rb
class ConcreteProvider < Provider
def fetch_some_data
with_provider_response do
ExampleData.new(
example: "data"
)
end
end
end
```
The `with_provider_response` automatically catches provider errors, so concrete provider classes should raise when valid data is not possible:
```rb
class ConcreteProvider < Provider
def fetch_some_data
with_provider_response do
data = nil
# Raise an error if data cannot be returned
raise ProviderError.new("Could not find the data you need") if data.nil?
data
end
end
end
```

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---
description: Guidelines for continuously improving Cursor rules based on emerging code patterns and best practices.
globs: **/*
alwaysApply: true
---
- **Rule Improvement Triggers:**
- New code patterns not covered by existing rules
- Repeated similar implementations across files
- Common error patterns that could be prevented
- New libraries or tools being used consistently
- Emerging best practices in the codebase
- **Analysis Process:**
- Compare new code with existing rules
- Identify patterns that should be standardized
- Look for references to external documentation
- Check for consistent error handling patterns
- Monitor test patterns and coverage
- **Rule Updates:**
- **Add New Rules When:**
- A new technology/pattern is used in 3+ files
- Common bugs could be prevented by a rule
- Code reviews repeatedly mention the same feedback
- New security or performance patterns emerge
- **Modify Existing Rules When:**
- Better examples exist in the codebase
- Additional edge cases are discovered
- Related rules have been updated
- Implementation details have changed
- **Example Pattern Recognition:**
```typescript
// If you see repeated patterns like:
const data = await prisma.user.findMany({
select: { id: true, email: true },
where: { status: 'ACTIVE' }
});
// Consider adding to [prisma.mdc](mdc:.cursor/rules/prisma.mdc):
// - Standard select fields
// - Common where conditions
// - Performance optimization patterns
```
- **Rule Quality Checks:**
- Rules should be actionable and specific
- Examples should come from actual code
- References should be up to date
- Patterns should be consistently enforced
- **Continuous Improvement:**
- Monitor code review comments
- Track common development questions
- Update rules after major refactors
- Add links to relevant documentation
- Cross-reference related rules
- **Rule Deprecation:**
- Mark outdated patterns as deprecated
- Remove rules that no longer apply
- Update references to deprecated rules
- Document migration paths for old patterns
- **Documentation Updates:**
- Keep examples synchronized with code
- Update references to external docs
- Maintain links between related rules
- Document breaking changes
Follow [cursor_rules.mdc](mdc:.cursor/rules/cursor_rules.mdc) for proper rule formatting and structure.

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---
description:
globs:
alwaysApply: false
---
This rule describes how to write Stimulus controllers.
- **Use declarative actions, not imperative event listeners**
- Instead of assigning a Stimulus target and binding it to an event listener in the initializer, always write Controllers + ERB views declaratively by using Stimulus actions in ERB to call methods in the Stimulus JS controller. Below are good vs. bad code.
BAD code:
```js
// BAD!!!! DO NOT DO THIS!!
// Imperative - controller does all the work
export default class extends Controller {
static targets = ["button", "content"]
connect() {
this.buttonTarget.addEventListener("click", this.toggle.bind(this))
}
toggle() {
this.contentTarget.classList.toggle("hidden")
this.buttonTarget.textContent = this.contentTarget.classList.contains("hidden") ? "Show" : "Hide"
}
}
```
GOOD code:
```erb
<!-- Declarative - HTML declares what happens -->
<div data-controller="toggle">
<button data-action="click->toggle#toggle" data-toggle-target="button">Show</button>
<div data-toggle-target="content" class="hidden">Hello World!</div>
</div>
```
```js
// Declarative - controller just responds
export default class extends Controller {
static targets = ["button", "content"]
toggle() {
this.contentTarget.classList.toggle("hidden")
this.buttonTarget.textContent = this.contentTarget.classList.contains("hidden") ? "Show" : "Hide"
}
}
```
- **Keep Stimulus controllers lightweight and simple**
- Always aim for less than 7 controller targets. Any more is a sign of too much complexity.
- Use private methods and expose a clear public API
- **Keep Stimulus controllers focused on what they do best**
- Domain logic does NOT belong in a Stimulus controller
- Stimulus controllers should aim for a single responsibility, or a group of highly related responsibilities
- Make good use of Stimulus's callbacks, actions, targets, values, and classes
- **Component controllers should not be used outside the component**
- If a Stimulus controller is in the app/components directory, it should only be used in its component view. It should not be used anywhere in app/views.

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---
description:
globs: test/**
alwaysApply: false
---
Use this rule to learn how to write tests for the Maybe codebase.
Due to the open-source nature of this project, we have chosen Minitest + Fixtures for testing to maximize familiarity and predictability.
- **General testing rules**
- Always use Minitest and fixtures for testing, NEVER rspec or factories
- Keep fixtures to a minimum. Most models should have 2-3 fixtures maximum that represent the "base cases" for that model. "Edge cases" should be created on the fly, within the context of the test which it is needed.
- For tests that require a large number of fixture records to be created, use Rails helpers to help create the records needed for the test, then inline the creation. For example, [entries_test_helper.rb](mdc:test/support/entries_test_helper.rb) provides helpers to easily do this.
- **Write minimal, effective tests**
- Use system tests sparingly as they increase the time to complete the test suite
- Only write tests for critical and important code paths
- Write tests as you go, when required
- Take a practical approach to testing. Tests are effective when their presence _significantly increases confidence in the codebase_.
Below are examples of necessary vs. unnecessary tests:
```rb
# GOOD!!
# Necessary test - in this case, we're testing critical domain business logic
test "syncs balances" do
Holding::Syncer.any_instance.expects(:sync_holdings).returns([]).once
@account.expects(:start_date).returns(2.days.ago.to_date)
Balance::ForwardCalculator.any_instance.expects(:calculate).returns(
[
Balance.new(date: 1.day.ago.to_date, balance: 1000, cash_balance: 1000, currency: "USD"),
Balance.new(date: Date.current, balance: 1000, cash_balance: 1000, currency: "USD")
]
)
assert_difference "@account.balances.count", 2 do
Balance::Syncer.new(@account, strategy: :forward).sync_balances
end
end
# BAD!!
# Unnecessary test - in this case, this is simply testing ActiveRecord's functionality
test "saves balance" do
balance_record = Balance.new(balance: 100, currency: "USD")
assert balance_record.save
end
```
- **Test boundaries correctly**
- Distinguish between commands and query methods. Test output of query methods; test that commands were called with the correct params. See an example below:
```rb
class ExampleClass
def do_something
result = 2 + 2
CustomEventProcessor.process_result(result)
result
end
end
class ExampleClass < ActiveSupport::TestCase
test "boundaries are tested correctly" do
result = ExampleClass.new.do_something
# GOOD - we're only testing that the command was received, not internal implementation details
# The actual tests for CustomEventProcessor belong in a different test suite!
CustomEventProcessor.expects(:process_result).with(4).once
# GOOD - we're testing the implementation of ExampleClass inside its own test suite
assert_equal 4, result
end
end
```
- Never test the implementation details of one class in another classes test suite
- **Stubs and mocks**
- Use `mocha` gem
- Always prefer `OpenStruct` when creating mock instances, or in complex cases, a mock class
- Only mock what's necessary. If you're not testing return values, don't mock a return value.

View file

@ -1,22 +0,0 @@
---
description: This file describes Maybe's design system and how views should be styled
globs: app/views/**,app/helpers/**,app/javascript/controllers/**
alwaysApply: true
---
Use the rules below when:
- You are writing HTML
- You are writing CSS
- You are writing styles in a JavaScript Stimulus controller
## Rules for AI (mandatory)
The codebase uses TailwindCSS v4.x (the newest version) with a custom design system defined in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css)
- Always start by referencing [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) to see the base primitives, functional tokens, and component tokens we use in the codebase
- Always prefer using the functional "tokens" defined in @maybe-design-system.css when possible.
- Example 1: use `text-primary` rather than `text-white`
- Example 2: use `bg-container` rather than `bg-white`
- Example 3: use `border border-primary` rather than `border border-gray-200`
- Never create new styles in [maybe-design-system.css](mdc:app/assets/tailwind/maybe-design-system.css) or [application.css](mdc:app/assets/tailwind/application.css) without explicitly receiving permission to do so
- Always generate semantic HTML

View file

@ -1,100 +0,0 @@
---
description:
globs: app/views/**,app/javascript/**,app/components/**/*.js
alwaysApply: false
---
Use this rule to learn how to write ERB views, partials, and Stimulus controllers should be incorporated into them.
- **Component vs. Partial Decision Making**
- **Use ViewComponents when:**
- Element has complex logic or styling patterns
- Element will be reused across multiple views/contexts
- Element needs structured styling with variants/sizes (like buttons, badges)
- Element requires interactive behavior or Stimulus controllers
- Element has configurable slots or complex APIs
- Element needs accessibility features or ARIA support
- **Use Partials when:**
- Element is primarily static HTML with minimal logic
- Element is used in only one or few specific contexts
- Element is simple template content (like CTAs, static sections)
- Element doesn't need variants, sizes, or complex configuration
- Element is more about content organization than reusable functionality
- **Prefer components over partials**
- If there is a component available for the use case in app/components, use it
- If there is no component, look for a partial
- If there is no partial, decide between component or partial based on the criteria above
- **Examples of Component vs. Partial Usage**
```erb
<%# Component: Complex, reusable with variants and interactivity %>
<%= render DialogComponent.new(variant: :drawer) do |dialog| %>
<% dialog.with_header(title: "Account Settings") %>
<% dialog.with_body { "Dialog content here" } %>
<% end %>
<%# Component: Interactive with complex styling options %>
<%= render ButtonComponent.new(text: "Save Changes", variant: "primary", confirm: "Are you sure?") %>
<%# Component: Reusable with variants %>
<%= render FilledIconComponent.new(icon: "credit-card", variant: :surface) %>
<%# Partial: Static template content %>
<%= render "shared/logo" %>
<%# Partial: Simple, context-specific content with basic styling %>
<%= render "shared/trend_change", trend: @account.trend, comparison_label: "vs last month" %>
<%# Partial: Simple divider/utility %>
<%= render "shared/ruler", classes: "my-4" %>
<%# Partial: Simple form utility %>
<%= render "shared/form_errors", model: @account %>
```
- **Keep domain logic out of the views**
```erb
<%# BAD!!! %>
<%# This belongs in the component file, not the template file! %>
<% button_classes = { class: "bg-blue-500 hover:bg-blue-600" } %>
<%= tag.button class: button_classes do %>
Save Account
<% end %>
<%# GOOD! %>
<%= tag.button class: computed_button_classes do %>
Save Account
<% end %>
```
- **Stimulus Integration in Views**
- Always use the **declarative approach** when integrating Stimulus controllers
- The ERB template should declare what happens, the Stimulus controller should respond
- Refer to [stimulus_conventions.mdc](mdc:.cursor/rules/stimulus_conventions.mdc) to learn how to incorporate them into
GOOD Stimulus controller integration into views:
```erb
<!-- Declarative - HTML declares what happens -->
<div data-controller="toggle">
<button data-action="click->toggle#toggle" data-toggle-target="button">Show</button>
<div data-toggle-target="content" class="hidden">Hello World!</div>
</div>
```
- **Stimulus Controller Placement Guidelines**
- **Component controllers** (in `app/components/`) should only be used within their component templates
- **Global controllers** (in `app/javascript/controllers/`) can be used across any view
- Pass data from Rails to Stimulus using `data-*-value` attributes, not inline JavaScript
- Use Stimulus targets to reference DOM elements, not manual `getElementById` calls
- **Naming Conventions**
- **Components**: Use `ComponentName` suffix (e.g., `ButtonComponent`, `DialogComponent`, `FilledIconComponent`)
- **Partials**: Use underscore prefix (e.g., `_trend_change.html.erb`, `_form_errors.html.erb`, `_sync_indicator.html.erb`)
- **Shared partials**: Place in `app/views/shared/` directory for reusable content
- **Context-specific partials**: Place in relevant controller view directory (e.g., `accounts/_account_sidebar_tabs.html.erb`)

View file

@ -1,4 +1,4 @@
ARG RUBY_VERSION=3.4.4
ARG RUBY_VERSION=3.3.1
FROM ruby:${RUBY_VERSION}-slim-bullseye
RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
@ -10,8 +10,6 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
imagemagick \
iproute2 \
libpq-dev \
libyaml-dev \
libyaml-0-2 \
openssh-client \
postgresql-client \
vim
@ -19,8 +17,4 @@ RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
RUN gem install bundler
RUN gem install foreman
# Install Node.js 20
RUN curl -fsSL https://deb.nodesource.com/setup_20.x | bash - \
&& apt-get install -y nodejs
WORKDIR /workspace

View file

@ -10,13 +10,5 @@
"remoteEnv": {
"PATH": "/workspace/bin:${containerEnv:PATH}"
},
"postCreateCommand": "bundle install && npm install",
"customizations": {
"vscode": {
"extensions": [
"biomejs.biome",
"EditorConfig.EditorConfig"
]
}
}
"postCreateCommand": "bundle install"
}

View file

@ -1,15 +1,4 @@
x-db-env: &db_env
POSTGRES_USER: postgres
POSTGRES_DB: postgres
POSTGRES_PASSWORD: postgres
x-rails-env: &rails_env
DB_HOST: db
HOST: "0.0.0.0"
POSTGRES_USER: postgres
POSTGRES_PASSWORD: postgres
BUNDLE_PATH: /bundle
REDIS_URL: redis://redis:6379/1
version: "3"
services:
app:
@ -27,41 +16,32 @@ services:
command: sleep infinity
environment:
<<: *rails_env
DB_HOST: db
HOST: "0.0.0.0"
POSTGRES_USER: postgres
POSTGRES_PASSWORD: postgres
BUNDLE_PATH: /bundle
depends_on:
- db
- redis
worker:
build:
context: ..
dockerfile: .devcontainer/Dockerfile
command: bundle exec sidekiq
restart: unless-stopped
environment:
<<: *rails_env
depends_on:
- redis
redis:
image: redis:latest
ports:
- "6379:6379"
restart: unless-stopped
volumes:
- redis-data:/data
db:
image: postgres:latest
restart: unless-stopped
volumes:
- postgres-data:/var/lib/postgresql/data
environment:
<<: *db_env
POSTGRES_USER: postgres
POSTGRES_DB: postgres
POSTGRES_PASSWORD: postgres
ports:
- "5432:5432"
volumes:
postgres-data:
redis-data:
bundle_cache:

View file

@ -1,7 +0,0 @@
root = true
[*]
charset = utf-8
end_of_line = lf
indent_style = space
indent_size = 2

View file

@ -1,30 +1,10 @@
# ================================ PLEASE READ ===========================================================
# This file outlines all the possible environment variables supported by the Maybe app for self hosting.
#
# If you're a developer setting up your local environment, please use `.env.local.example` instead.
# ========================================================================================================
# Required self-hosting vars
# --------------------------------------------------------------------------------------------------------
# Enables self hosting features (should be set to true unless you know what you're doing)
SELF_HOSTED=true
# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
# Has to be a random string, generated eg. by running `openssl rand -hex 64`
SECRET_KEY_BASE=secret-value
# Optional self-hosting vars
# --------------------------------------------------------------------------------------------------------
# Optional: Synth API Key for exchange rates + stock prices
# (you can also set this in your self-hosted settings page)
# Get it here: https://synthfinance.com/
SYNTH_API_KEY=
# Custom port config
# For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
PORT=3000
PORT=
# Exchange Rate API
# This is used to convert between different currencies in the app. We use Synth, which is a Maybe product. You can sign up for a free account at synthfinance.com.
SYNTH_API_KEY=
# SMTP Configuration
# This is only needed if you intend on sending emails from your Maybe instance (such as for password resets or email financial reports).
@ -35,7 +15,7 @@ SMTP_USERNAME=
SMTP_PASSWORD=
SMTP_TLS_ENABLED=true
# Address that emails are sent from
# Email Configuration
EMAIL_SENDER=
# Database Configuration
@ -48,38 +28,61 @@ POSTGRES_USER=postgres
# This is the domain that your Maybe instance will be hosted at. It is used to generate links in emails and other places.
APP_DOMAIN=
## Error and Performance Monitoring
# The app uses Sentry to monitor errors and performance. In reality, you likely don't need this unless you're deploying Maybe to many users.
SENTRY_DSN=
# If enabled, an invite code generated by `rake invites:create` is required to sign up as a new user.
# This is useful for controlling who can sign up for your Maybe instance.
REQUIRE_INVITE_CODE=false
# Enables self hosting features
SELF_HOSTING_ENABLED=false
# The hosting platform used to deploy the app (e.g. "render")
# `localhost` (or unset) is used for local development and testing
HOSTING_PLATFORM=localhost
# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
# Has to be a random string, generated eg. by running `openssl rand -hex 64`
SECRET_KEY_BASE=secret-value
# Disable enforcing SSL connections
# DISABLE_SSL=true
# Active Record Encryption Keys (Optional)
# These keys are used to encrypt sensitive data like API keys in the database.
# If not provided, they will be automatically generated based on your SECRET_KEY_BASE.
# You can generate your own keys by running: rails db:encryption:init
# ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY=
# ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY=
# ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT=
# ======================================================================================================
# Upgrades Module - responsible for triggering upgrade alerts, prompts, and auto-upgrade functionality
# ======================================================================================================
#
# UPGRADES_ENABLED: Enables Upgrader class functionality.
# UPGRADES_MODE: Controls how the app will upgrade. `manual` means the user must manually upgrade the app. `auto` means the app will upgrade automatically (great for self-hosting)
# UPGRADES_TARGET: Controls what the app will upgrade to. `release` means the app will upgrade to the latest release. `commit` means the app will upgrade to the latest commit.
#
UPGRADES_ENABLED=false # unless editing the flow, you should keep this `false` locally in development
UPGRADES_MODE=manual # `manual` or `auto`
UPGRADES_TARGET=release # `release` or `commit`
# ======================================================================================================
# Git Repository Module - responsible for fetching latest commit data for upgrades
# ======================================================================================================
#
GITHUB_REPO_OWNER=maybe-finance
GITHUB_REPO_NAME=maybe
GITHUB_REPO_BRANCH=main
# ======================================================================================================
# Active Storage Configuration - responsible for storing file uploads
# ======================================================================================================
#
# * Defaults to disk storage but you can also use Amazon S3 or Cloudflare R2
# * Defaults to disk storage but you can also use Amazon S3, Google Cloud Storage, or Microsoft Azure Storage.
# * Set the appropriate environment variables to use these services.
# * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
#
# Amazon S3
# ==========
# ACTIVE_STORAGE_SERVICE=amazon <- Enables Amazon S3 storage
# ACTIVE_STORAGE_SERVICE=amazon
# S3_ACCESS_KEY_ID=
# S3_SECRET_ACCESS_KEY=
# S3_REGION= # defaults to `us-east-1` if not set
# S3_BUCKET=
#
# Cloudflare R2
# =============
# ACTIVE_STORAGE_SERVICE=cloudflare <- Enables Cloudflare R2 storage
# CLOUDFLARE_ACCOUNT_ID=
# CLOUDFLARE_ACCESS_KEY_ID=
# CLOUDFLARE_SECRET_ACCESS_KEY=
# CLOUDFLARE_BUCKET=
#

View file

@ -1,5 +0,0 @@
# To enable / disable self-hosting features.
SELF_HOSTED=false
# Enable Synth market data (careful, this will use your API credits)
SYNTH_API_KEY=yourapikeyhere

View file

@ -1,19 +0,0 @@
SELF_HOSTED=false
# ================
# Data Providers
# ---------------------------------------------------------------------------------
# Uncomment and fill in live keys when you need to generate a VCR cassette fixture
# ================
# SYNTH_API_KEY=<add live key here>
# ================
# Miscellaneous
# ================
# Set to true if you want SimpleCov reports generated
COVERAGE=false
# Set to true to run test suite serially
DISABLE_PARALLELIZATION=false

View file

@ -1,61 +1,32 @@
---
name: Bug report
about: Open a bug report when you experience broken functionality within the latest
version of the Maybe app
title: 'Bug: [Add descriptive title here]'
labels: ''
about: Create a report to help us improve
title: 'Bug: '
labels: ":bug: Bug"
assignees: ''
---
## Before you start (required)
**Where did this bug occur?**
### General checklist
- [ ] I have removed personal / sensitive data from screenshots and logs
- [ ] I have searched [existing issues](https://github.com/maybe-finance/maybe/issues?q=is:issue) and [discussions](https://github.com/maybe-finance/maybe/discussions) to ensure this is not a duplicate issue
### How are you using Maybe?
- [ ] I am a paying Maybe customer (hosted version)
- Paying Maybe users can also open requests in Intercom (if there is sensitive info involved)
- [ ] I am a self-hosted user
### Self hoster checklist
_Paying, hosted users should delete this entire section._
If you are a self-hosted user, please complete all of the information below. Issues with incomplete information will be marked as `Needs Info` to help our small team prioritize bug fixes.
- Self hosted app commit SHA (find in user menu): [enter commit sha here]
- [ ] I have confirmed that my app's commit is the latest version of Maybe
- Where are you hosting?
- [ ] Render
- [ ] Docker Compose
- [ ] Umbrel
- [ ] Other (please specify)
---
## Bug description
- [ ] Local development
- [ ] Self hosted app (i.e. Docker)
**Describe the bug**
A clear and concise description of what the bug is.
### To Reproduce
Be as specific as possible so Maybe maintainers can quickly reproduce the bug you're experiencing.
**To Reproduce**
Steps to reproduce the behavior:
1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error
### Expected behavior
**Expected behavior**
A clear and concise description of what you expected to happen.
What is the intended behavior that you would expect?
**Screenshots / Recordings**
If applicable, add screenshots or short video recordings to help show the bug in more detail.
### Screenshots and/or recordings
We highly recommend providing additional context with screenshots and/or screen recordings. This will _significantly_ improve the chances of the bug being addressed and fixed quickly.
**Additional context**
Add any other context about the problem here.

View file

@ -7,33 +7,15 @@ assignees: ''
---
## Before you start (required)
**PLEASE READ before opening an issue:**
### Is this a bug?
- Is this a feature request? Please [open a feature request discussion](https://github.com/maybe-finance/maybe/discussions/new?category=feature-requests).
- Do you need help or have a question? Please [open a discussion](https://github.com/maybe-finance/maybe/discussions/new/choose) or [join our Discord](https://link.maybe.co/discord) and post to the "help" channel.
A bug is _broken functionality_ of the app (i.e. it prevents you from using the app). For bugs, please use the ["Bug Report" template](https://github.com/maybe-finance/maybe/issues) instead.
----------------------
### Is this a bug with _sensitive info_?
**Is this issue related to a problem? Please describe.**
If you are a _paying_ Maybe user, you can open a support request in Intercom.
**Describe the work that needs to be done to address this issue**
### Is this a feature request?
A feature request is functionality that you would like that is not already on our [Roadmap](https://github.com/maybe-finance/maybe/wiki/Roadmap).
All feature requests should be opened in a [Feature request Discussion](https://github.com/maybe-finance/maybe/discussions/categories/feature-requests).
Be sure to search existing discussions prior to opening a new feature request.
### Is this related to Docker and/or hosting for self hosting?
If you are having a Docker configuration issue, please do not open a Github issue unless you've identified a bug in our Dockerfile. To get help with self hosting, there are several options:
- **First**: Read our [Docker hosting guide](https://github.com/maybe-finance/maybe/tree/main/docs/hosting/docker.md) and follow it step-by-step
- Open a [Docker Discussion](https://github.com/maybe-finance/maybe/discussions/categories/docker-compose-hosting)
---
## Issue description
If your issue does not fall into the categories above, please provide a **descriptive and complete** overview of your issue.
**Additional context**

View file

@ -52,35 +52,15 @@ jobs:
- name: Lint code for consistent style
run: bin/rubocop -f github
lint_js:
runs-on: ubuntu-latest
timeout-minutes: 10
steps:
- name: Checkout code
uses: actions/checkout@v4
- name: Setup Node.js environment
uses: actions/setup-node@v4
with:
node-version: "20"
cache: "npm"
- name: Install dependencies
run: npm install
shell: bash
- name: Lint/Format js code
run: npm run lint
- name: Lint templates for consistent style
run: ./bin/erblint ./app/**/*.erb
test:
runs-on: ubuntu-latest
timeout-minutes: 10
env:
PLAID_CLIENT_ID: foo
PLAID_SECRET: bar
DATABASE_URL: postgres://postgres:postgres@localhost:5432
REDIS_URL: redis://localhost:6379
RAILS_ENV: test
services:
@ -93,12 +73,6 @@ jobs:
- 5432:5432
options: --health-cmd="pg_isready" --health-interval=10s --health-timeout=5s --health-retries=3
redis:
image: redis
ports:
- 6379:6379
options: --health-cmd="redis-cli ping" --health-interval=10s --health-timeout=5s --health-retries=3
steps:
- name: Install packages
run: sudo apt-get update && sudo apt-get install --no-install-recommends -y google-chrome-stable curl libvips postgresql-client libpq-dev
@ -123,6 +97,7 @@ jobs:
- name: System tests
run: DISABLE_PARALLELIZATION=true bin/rails test:system
continue-on-error: true # TODO: Eventually we'll enforce for PRs
- name: Keep screenshots from failed system tests
uses: actions/upload-artifact@v4

View file

@ -1,13 +1,6 @@
name: Publish Docker image
on:
workflow_dispatch:
inputs:
ref:
description: 'Git ref (tag or commit SHA) to build'
required: true
type: string
default: 'main'
push:
tags:
- 'v*'
@ -29,8 +22,6 @@ jobs:
name: Build docker image
needs: [ ci ]
timeout-minutes: 60
runs-on: ubuntu-latest
permissions:
@ -40,8 +31,6 @@ jobs:
steps:
- name: Check out the repo
uses: actions/checkout@v4
with:
ref: ${{ github.event.inputs.ref || github.ref }}
- name: Set up QEMU
uses: docker/setup-qemu-action@v3
@ -69,17 +58,16 @@ jobs:
type=raw,value=stable,enable=${{ startsWith(github.ref, 'refs/tags/v') }}
- name: Build and push Docker image
uses: docker/build-push-action@v6
uses: docker/build-push-action@v5
id: build
with:
context: .
push: true
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
platforms: 'linux/amd64,linux/arm64'
platforms: linux/amd64,linux/arm64,linux/arm/v7
cache-from: type=gha
cache-to: type=gha,mode=max
provenance: false
# https://docs.github.com/en/packages/working-with-a-github-packages-registry/working-with-the-container-registry#adding-a-description-to-multi-arch-images
outputs: type=image,name=target,annotation-index.org.opencontainers.image.description=A multi-arch Docker image for the Maybe Rails app
build-args: BUILD_COMMIT_SHA=${{ github.sha }}

55
.gitignore vendored
View file

@ -6,12 +6,11 @@
# Ignore bundler config.
/.bundle
/vendor/bundle
# Ignore all environment files (except templates).
/.env*
!/.env*.erb
!.env*.example
!.env.example
# Ignore all logfiles and tempfiles.
/log/*
@ -43,9 +42,7 @@
.idea
# Ignore VS Code
.vscode/*
!.vscode/extensions.json
!.vscode/*.code-snippets
.vscode
# Ignore macOS specific files
*/.DS_Store
@ -54,55 +51,7 @@
# Ignore .devcontainer files
compose-dev.yaml
# Ignore asdf ruby version file
.tool-versions
# Ignore GCP keyfile
gcp-storage-keyfile.json
coverage
.cursorrules
.cursor/rules/structure.mdc
.cursor/rules/agent.mdc
# Ignore node related files
node_modules
compose.yml
plaid_test_accounts/
# Added by Claude Task Master
# Logs
logs
*.log
npm-debug.log*
yarn-debug.log*
yarn-error.log*
dev-debug.log
# Dependency directories
node_modules/
# Environment variables
.env
# Editor directories and files
.vscode
*.suo
*.ntvs*
*.njsproj
*.sln
*.sw?
*.roo*
# OS specific
# Task files
.taskmaster/
tasks.json
.taskmaster/tasks/
.taskmaster/reports/
.taskmaster/state.json
*.mcp.json
scripts/
.cursor/mcp.json
.taskmasterconfig
.windsurfrules
.cursor/rules/dev_workflow.mdc
.cursor/rules/taskmaster.mdc

View file

@ -1,15 +1,8 @@
inherit_gem:
rubocop-rails-omakase: rubocop.yml
Layout/IndentationWidth:
Enabled: true
# Omakase Ruby styling for Rails
inherit_gem: { rubocop-rails-omakase: rubocop.yml }
Layout/IndentationStyle:
EnforcedStyle: spaces
IndentationWidth: 2
Layout/IndentationConsistency:
Enabled: true
Layout/SpaceInsidePercentLiteralDelimiters:
Enabled: true
# Overwrite or add rules to create your own house style
#
# # Use `[a, [b, c]]` not `[ a, [ b, c ] ]`
# Layout/SpaceInsideArrayLiteralBrackets:
# Enabled: false

View file

@ -1 +1 @@
3.4.4
3.3.1

273
CLAUDE.md
View file

@ -1,273 +0,0 @@
# CLAUDE.md
This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
## Common Development Commands
### Development Server
- `bin/dev` - Start development server (Rails, Sidekiq, Tailwind CSS watcher)
- `bin/rails server` - Start Rails server only
- `bin/rails console` - Open Rails console
### Testing
- `bin/rails test` - Run all tests
- `bin/rails test:db` - Run tests with database reset
- `bin/rails test:system` - Run system tests only (use sparingly - they take longer)
- `bin/rails test test/models/account_test.rb` - Run specific test file
- `bin/rails test test/models/account_test.rb:42` - Run specific test at line
### Linting & Formatting
- `bin/rubocop` - Run Ruby linter
- `npm run lint` - Check JavaScript/TypeScript code
- `npm run lint:fix` - Fix JavaScript/TypeScript issues
- `npm run format` - Format JavaScript/TypeScript code
- `bin/brakeman` - Run security analysis
### Database
- `bin/rails db:prepare` - Create and migrate database
- `bin/rails db:migrate` - Run pending migrations
- `bin/rails db:rollback` - Rollback last migration
- `bin/rails db:seed` - Load seed data
### Setup
- `bin/setup` - Initial project setup (installs dependencies, prepares database)
## Pre-Pull Request CI Workflow
ALWAYS run these commands before opening a pull request:
1. **Tests** (Required):
- `bin/rails test` - Run all tests (always required)
- `bin/rails test:system` - Run system tests (only when applicable, they take longer)
2. **Linting** (Required):
- `bin/rubocop -f github -a` - Ruby linting with auto-correct
- `bundle exec erb_lint ./app/**/*.erb -a` - ERB linting with auto-correct
3. **Security** (Required):
- `bin/brakeman --no-pager` - Security analysis
Only proceed with pull request creation if ALL checks pass.
## General Development Rules
### Authentication Context
- Use `Current.user` for the current user. Do NOT use `current_user`.
- Use `Current.family` for the current family. Do NOT use `current_family`.
### Development Guidelines
- Prior to generating any code, carefully read the project conventions and guidelines
- Ignore i18n methods and files. Hardcode strings in English for now to optimize speed of development
- Do not run `rails server` in your responses
- Do not run `touch tmp/restart.txt`
- Do not run `rails credentials`
- Do not automatically run migrations
## High-Level Architecture
### Application Modes
The Maybe app runs in two distinct modes:
- **Managed**: The Maybe team operates and manages servers for users (Rails.application.config.app_mode = "managed")
- **Self Hosted**: Users host the Maybe app on their own infrastructure, typically through Docker Compose (Rails.application.config.app_mode = "self_hosted")
### Core Domain Model
The application is built around financial data management with these key relationships:
- **User** → has many **Accounts** → has many **Transactions**
- **Account** types: checking, savings, credit cards, investments, crypto, loans, properties
- **Transaction** → belongs to **Category**, can have **Tags** and **Rules**
- **Investment accounts** → have **Holdings** → track **Securities** via **Trades**
### API Architecture
The application provides both internal and external APIs:
- Internal API: Controllers serve JSON via Turbo for SPA-like interactions
- External API: `/api/v1/` namespace with Doorkeeper OAuth and API key authentication
- API responses use Jbuilder templates for JSON rendering
- Rate limiting via Rack Attack with configurable limits per API key
### Sync & Import System
Two primary data ingestion methods:
1. **Plaid Integration**: Real-time bank account syncing
- `PlaidItem` manages connections
- `Sync` tracks sync operations
- Background jobs handle data updates
2. **CSV Import**: Manual data import with mapping
- `Import` manages import sessions
- Supports transaction and balance imports
- Custom field mapping with transformation rules
### Background Processing
Sidekiq handles asynchronous tasks:
- Account syncing (`SyncAccountsJob`)
- Import processing (`ImportDataJob`)
- AI chat responses (`CreateChatResponseJob`)
- Scheduled maintenance via sidekiq-cron
### Frontend Architecture
- **Hotwire Stack**: Turbo + Stimulus for reactive UI without heavy JavaScript
- **ViewComponents**: Reusable UI components in `app/components/`
- **Stimulus Controllers**: Handle interactivity, organized alongside components
- **Charts**: D3.js for financial visualizations (time series, donut, sankey)
- **Styling**: Tailwind CSS v4.x with custom design system
- Design system defined in `app/assets/tailwind/maybe-design-system.css`
- Always use functional tokens (e.g., `text-primary` not `text-white`)
- Prefer semantic HTML elements over JS components
- Use `icon` helper for icons, never `lucide_icon` directly
### Multi-Currency Support
- All monetary values stored in base currency (user's primary currency)
- Exchange rates fetched from Synth API
- `Money` objects handle currency conversion and formatting
- Historical exchange rates for accurate reporting
### Security & Authentication
- Session-based auth for web users
- API authentication via:
- OAuth2 (Doorkeeper) for third-party apps
- API keys with JWT tokens for direct API access
- Scoped permissions system for API access
- Strong parameters and CSRF protection throughout
### Testing Philosophy
- Comprehensive test coverage using Rails' built-in Minitest
- Fixtures for test data (avoid FactoryBot)
- Keep fixtures minimal (2-3 per model for base cases)
- VCR for external API testing
- System tests for critical user flows (use sparingly)
- Test helpers in `test/support/` for common scenarios
- Only test critical code paths that significantly increase confidence
- Write tests as you go, when required
### Performance Considerations
- Database queries optimized with proper indexes
- N+1 queries prevented via includes/joins
- Background jobs for heavy operations
- Caching strategies for expensive calculations
- Turbo Frames for partial page updates
### Development Workflow
- Feature branches merged to `main`
- Docker support for consistent environments
- Environment variables via `.env` files
- Lookbook for component development (`/lookbook`)
- Letter Opener for email preview in development
## Project Conventions
### Convention 1: Minimize Dependencies
- Push Rails to its limits before adding new dependencies
- Strong technical/business reason required for new dependencies
- Favor old and reliable over new and flashy
### Convention 2: Skinny Controllers, Fat Models
- Business logic in `app/models/` folder, avoid `app/services/`
- Use Rails concerns and POROs for organization
- Models should answer questions about themselves: `account.balance_series` not `AccountSeries.new(account).call`
### Convention 3: Hotwire-First Frontend
- **Native HTML preferred over JS components**
- Use `<dialog>` for modals, `<details><summary>` for disclosures
- **Leverage Turbo frames** for page sections over client-side solutions
- **Query params for state** over localStorage/sessions
- **Server-side formatting** for currencies, numbers, dates
- **Always use `icon` helper** in `application_helper.rb`, NEVER `lucide_icon` directly
### Convention 4: Optimize for Simplicity
- Prioritize good OOP domain design over performance
- Focus performance only on critical/global areas (avoid N+1 queries, mindful of global layouts)
### Convention 5: Database vs ActiveRecord Validations
- Simple validations (null checks, unique indexes) in DB
- ActiveRecord validations for convenience in forms (prefer client-side when possible)
- Complex validations and business logic in ActiveRecord
## TailwindCSS Design System
### Design System Rules
- **Always reference `app/assets/tailwind/maybe-design-system.css`** for primitives and tokens
- **Use functional tokens** defined in design system:
- `text-primary` instead of `text-white`
- `bg-container` instead of `bg-white`
- `border border-primary` instead of `border border-gray-200`
- **NEVER create new styles** in design system files without permission
- **Always generate semantic HTML**
## Component Architecture
### ViewComponent vs Partials Decision Making
**Use ViewComponents when:**
- Element has complex logic or styling patterns
- Element will be reused across multiple views/contexts
- Element needs structured styling with variants/sizes
- Element requires interactive behavior or Stimulus controllers
- Element has configurable slots or complex APIs
- Element needs accessibility features or ARIA support
**Use Partials when:**
- Element is primarily static HTML with minimal logic
- Element is used in only one or few specific contexts
- Element is simple template content
- Element doesn't need variants, sizes, or complex configuration
- Element is more about content organization than reusable functionality
**Component Guidelines:**
- Prefer components over partials when available
- Keep domain logic OUT of view templates
- Logic belongs in component files, not template files
### Stimulus Controller Guidelines
**Declarative Actions (Required):**
```erb
<!-- GOOD: Declarative - HTML declares what happens -->
<div data-controller="toggle">
<button data-action="click->toggle#toggle" data-toggle-target="button">Show</button>
<div data-toggle-target="content" class="hidden">Hello World!</div>
</div>
```
**Controller Best Practices:**
- Keep controllers lightweight and simple (< 7 targets)
- Use private methods and expose clear public API
- Single responsibility or highly related responsibilities
- Component controllers stay in component directory, global controllers in `app/javascript/controllers/`
- Pass data via `data-*-value` attributes, not inline JavaScript
## Testing Philosophy
### General Testing Rules
- **ALWAYS use Minitest + fixtures** (NEVER RSpec or factories)
- Keep fixtures minimal (2-3 per model for base cases)
- Create edge cases on-the-fly within test context
- Use Rails helpers for large fixture creation needs
### Test Quality Guidelines
- **Write minimal, effective tests** - system tests sparingly
- **Only test critical and important code paths**
- **Test boundaries correctly:**
- Commands: test they were called with correct params
- Queries: test output
- Don't test implementation details of other classes
### Testing Examples
```ruby
# GOOD - Testing critical domain business logic
test "syncs balances" do
Holding::Syncer.any_instance.expects(:sync_holdings).returns([]).once
assert_difference "@account.balances.count", 2 do
Balance::Syncer.new(@account, strategy: :forward).sync_balances
end
end
# BAD - Testing ActiveRecord functionality
test "saves balance" do
balance_record = Balance.new(balance: 100, currency: "USD")
assert balance_record.save
end
```
### Stubs and Mocks
- Use `mocha` gem
- Prefer `OpenStruct` for mock instances
- Only mock what's necessary

View file

@ -4,8 +4,6 @@ It means so much that you're interested in contributing to Maybe! Seriously. Tha
## House Rules
- Before contributing, familiarize yourself with our project conventions. You should read through our [Project Conventions Rule](https://github.com/maybe-finance/maybe/.cursor/rules/project-conventions.mdc), which is intended for LLMs, but is also an excellent primer on how we write code for Maybe.
- While totally optional, consider using Cursor + VSCode as it will automatically apply our project conventions to your code via the `.cursor/rules` directory.
- Before contributing, please check if it already exists in [issues](https://github.com/maybe-finance/maybe/issues) or [PRs](https://github.com/maybe-finance/maybe/pulls)
- Given the speed at which we're moving on the codebase, we don't assign issues or "give" issues to anyone.
- When multiple PRs are submitted for the same issue, we take the one that most succinctly & efficiently solves a given problem and stays within the scope of work.

View file

@ -1,47 +1,45 @@
# syntax = docker/dockerfile:1
# Make sure RUBY_VERSION matches the Ruby version in .ruby-version and Gemfile
ARG RUBY_VERSION=3.4.4
FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim AS base
ARG RUBY_VERSION=3.3.1
FROM registry.docker.com/library/ruby:$RUBY_VERSION-slim as base
# Rails app lives here
WORKDIR /rails
# Install base packages
RUN apt-get update -qq && \
apt-get install --no-install-recommends -y curl libvips postgresql-client libyaml-0-2
apt-get install --no-install-recommends -y curl libvips postgresql-client
# Set production environment
ARG BUILD_COMMIT_SHA
ENV RAILS_ENV="production" \
BUNDLE_DEPLOYMENT="1" \
BUNDLE_PATH="/usr/local/bundle" \
BUNDLE_WITHOUT="development" \
BUILD_COMMIT_SHA=${BUILD_COMMIT_SHA}
BUNDLE_WITHOUT="development"
# Throw-away build stage to reduce size of final image
FROM base AS build
FROM base as build
# Install packages needed to build gems
RUN apt-get install --no-install-recommends -y build-essential libpq-dev git pkg-config libyaml-dev
RUN apt-get install --no-install-recommends -y build-essential git libpq-dev pkg-config
# Install application gems
COPY .ruby-version Gemfile Gemfile.lock ./
RUN bundle install
RUN rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git
RUN bundle exec bootsnap precompile --gemfile -j 0
RUN bundle install && \
rm -rf ~/.bundle/ "${BUNDLE_PATH}"/ruby/*/cache "${BUNDLE_PATH}"/ruby/*/bundler/gems/*/.git && \
bundle exec bootsnap precompile --gemfile
# Copy application code
COPY . .
# Precompile bootsnap code for faster boot times
RUN bundle exec bootsnap precompile -j 0 app/ lib/
RUN bundle exec bootsnap precompile app/ lib/
# Precompiling assets for production without requiring secret RAILS_MASTER_KEY
RUN SECRET_KEY_BASE_DUMMY=1 ./bin/rails assets:precompile
# Final stage for app image
FROM base

63
Gemfile
View file

@ -3,11 +3,10 @@ source "https://rubygems.org"
ruby file: ".ruby-version"
# Rails
gem "rails", "~> 7.2.2"
gem "rails", github: "rails/rails", branch: "7-2-stable"
# Drivers
gem "pg", "~> 1.5"
gem "redis", "~> 5.4"
# Deployment
gem "puma", ">= 5.0"
@ -19,91 +18,47 @@ gem "propshaft"
gem "tailwindcss-rails"
gem "lucide-rails", github: "maybe-finance/lucide-rails"
# Hotwire + UI
# Hotwire
gem "stimulus-rails"
gem "turbo-rails"
gem "view_component"
# https://github.com/lookbook-hq/lookbook/issues/712
# TODO: Remove max version constraint when fixed
gem "lookbook", "2.3.11"
gem "hotwire_combobox"
# Background Jobs
gem "sidekiq"
gem "sidekiq-cron"
gem "good_job"
# Monitoring
gem "vernier"
gem "rack-mini-profiler"
# Error logging
gem "stackprof"
gem "sentry-ruby"
gem "sentry-rails"
gem "sentry-sidekiq"
gem "logtail-rails"
gem "skylight", groups: [ :production ]
# Active Storage
gem "aws-sdk-s3", "~> 1.177.0", require: false
gem "aws-sdk-s3", require: false
gem "image_processing", ">= 1.2"
# Other
gem "ostruct"
gem "bcrypt", "~> 3.1"
gem "jwt"
gem "jbuilder"
# OAuth & API Security
gem "doorkeeper"
gem "rack-attack", "~> 6.6"
gem "faraday"
gem "faraday-retry"
gem "faraday-multipart"
gem "inline_svg"
gem "octokit"
gem "pagy"
gem "rails-settings-cached"
gem "tzinfo-data", platforms: %i[windows jruby]
gem "tzinfo-data", platforms: %i[ windows jruby ]
gem "csv"
gem "redcarpet"
gem "stripe"
gem "intercom-rails"
gem "plaid"
gem "rotp", "~> 6.3"
gem "rqrcode", "~> 3.0"
gem "activerecord-import"
gem "rubyzip", "~> 2.3"
# State machines
gem "aasm"
gem "after_commit_everywhere", "~> 1.0"
# AI
gem "ruby-openai"
group :development, :test do
gem "debug", platforms: %i[mri windows]
gem "debug", platforms: %i[ mri windows ]
gem "brakeman", require: false
gem "rubocop-rails-omakase", require: false
gem "i18n-tasks"
gem "erb_lint"
gem "dotenv-rails"
end
if ENV["BENCHMARKING_ENABLED"]
gem "dotenv-rails", groups: [ :production ]
end
group :development do
gem "dotenv-rails"
gem "hotwire-livereload"
gem "letter_opener"
gem "ruby-lsp-rails"
gem "web-console"
gem "faker"
gem "benchmark-ips"
gem "stackprof"
gem "derailed_benchmarks"
gem "foreman"
end
group :test do

View file

@ -1,116 +1,131 @@
GIT
remote: https://github.com/maybe-finance/lucide-rails.git
revision: 272e5fb8418ea458da3995d6abe0ba0ceee9c9f0
revision: 79d989593ee4ac6c50106ec5e4d2bd4ec8f5af87
specs:
lucide-rails (0.2.0)
railties (>= 4.1.0)
GEM
remote: https://rubygems.org/
GIT
remote: https://github.com/rails/rails.git
revision: f9c847fac102039d9174106f44b59144da267751
branch: 7-2-stable
specs:
aasm (5.5.1)
concurrent-ruby (~> 1.0)
actioncable (7.2.2.1)
actionpack (= 7.2.2.1)
activesupport (= 7.2.2.1)
actioncable (7.2.0.beta2)
actionpack (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
nio4r (~> 2.0)
websocket-driver (>= 0.6.1)
zeitwerk (~> 2.6)
actionmailbox (7.2.2.1)
actionpack (= 7.2.2.1)
activejob (= 7.2.2.1)
activerecord (= 7.2.2.1)
activestorage (= 7.2.2.1)
activesupport (= 7.2.2.1)
actionmailbox (7.2.0.beta2)
actionpack (= 7.2.0.beta2)
activejob (= 7.2.0.beta2)
activerecord (= 7.2.0.beta2)
activestorage (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
mail (>= 2.8.0)
actionmailer (7.2.2.1)
actionpack (= 7.2.2.1)
actionview (= 7.2.2.1)
activejob (= 7.2.2.1)
activesupport (= 7.2.2.1)
actionmailer (7.2.0.beta2)
actionpack (= 7.2.0.beta2)
actionview (= 7.2.0.beta2)
activejob (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
mail (>= 2.8.0)
rails-dom-testing (~> 2.2)
actionpack (7.2.2.1)
actionview (= 7.2.2.1)
activesupport (= 7.2.2.1)
actionpack (7.2.0.beta2)
actionview (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
nokogiri (>= 1.8.5)
racc
rack (>= 2.2.4, < 3.2)
rack (>= 2.2.4)
rack-session (>= 1.0.1)
rack-test (>= 0.6.3)
rails-dom-testing (~> 2.2)
rails-html-sanitizer (~> 1.6)
useragent (~> 0.16)
actiontext (7.2.2.1)
actionpack (= 7.2.2.1)
activerecord (= 7.2.2.1)
activestorage (= 7.2.2.1)
activesupport (= 7.2.2.1)
actiontext (7.2.0.beta2)
actionpack (= 7.2.0.beta2)
activerecord (= 7.2.0.beta2)
activestorage (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
globalid (>= 0.6.0)
nokogiri (>= 1.8.5)
actionview (7.2.2.1)
activesupport (= 7.2.2.1)
actionview (7.2.0.beta2)
activesupport (= 7.2.0.beta2)
builder (~> 3.1)
erubi (~> 1.11)
rails-dom-testing (~> 2.2)
rails-html-sanitizer (~> 1.6)
activejob (7.2.2.1)
activesupport (= 7.2.2.1)
activejob (7.2.0.beta2)
activesupport (= 7.2.0.beta2)
globalid (>= 0.3.6)
activemodel (7.2.2.1)
activesupport (= 7.2.2.1)
activerecord (7.2.2.1)
activemodel (= 7.2.2.1)
activesupport (= 7.2.2.1)
activemodel (7.2.0.beta2)
activesupport (= 7.2.0.beta2)
activerecord (7.2.0.beta2)
activemodel (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
timeout (>= 0.4.0)
activerecord-import (2.2.0)
activerecord (>= 4.2)
activestorage (7.2.2.1)
actionpack (= 7.2.2.1)
activejob (= 7.2.2.1)
activerecord (= 7.2.2.1)
activesupport (= 7.2.2.1)
activestorage (7.2.0.beta2)
actionpack (= 7.2.0.beta2)
activejob (= 7.2.0.beta2)
activerecord (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
marcel (~> 1.0)
activesupport (7.2.2.1)
activesupport (7.2.0.beta2)
base64
benchmark (>= 0.3)
bigdecimal
concurrent-ruby (~> 1.0, >= 1.3.1)
connection_pool (>= 2.2.5)
drb
i18n (>= 1.6, < 2)
logger (>= 1.4.2)
minitest (>= 5.1)
securerandom (>= 0.3)
tzinfo (~> 2.0, >= 2.0.5)
addressable (2.8.7)
public_suffix (>= 2.0.2, < 7.0)
after_commit_everywhere (1.6.0)
activerecord (>= 4.2)
activesupport
ast (2.4.3)
aws-eventstream (1.4.0)
aws-partitions (1.1113.0)
aws-sdk-core (3.225.1)
aws-eventstream (~> 1, >= 1.3.0)
aws-partitions (~> 1, >= 1.992.0)
aws-sigv4 (~> 1.9)
base64
jmespath (~> 1, >= 1.6.1)
logger
aws-sdk-kms (1.104.0)
aws-sdk-core (~> 3, >= 3.225.0)
aws-sigv4 (~> 1.5)
aws-sdk-s3 (1.177.0)
aws-sdk-core (~> 3, >= 3.210.0)
minitest (>= 5.1)
tzinfo (~> 2.0, >= 2.0.5)
rails (7.2.0.beta2)
actioncable (= 7.2.0.beta2)
actionmailbox (= 7.2.0.beta2)
actionmailer (= 7.2.0.beta2)
actionpack (= 7.2.0.beta2)
actiontext (= 7.2.0.beta2)
actionview (= 7.2.0.beta2)
activejob (= 7.2.0.beta2)
activemodel (= 7.2.0.beta2)
activerecord (= 7.2.0.beta2)
activestorage (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
bundler (>= 1.15.0)
railties (= 7.2.0.beta2)
railties (7.2.0.beta2)
actionpack (= 7.2.0.beta2)
activesupport (= 7.2.0.beta2)
irb (~> 1.13)
rackup (>= 1.0.0)
rake (>= 12.2)
thor (~> 1.0, >= 1.2.2)
zeitwerk (~> 2.6)
GEM
remote: https://rubygems.org/
specs:
addressable (2.8.6)
public_suffix (>= 2.0.2, < 6.0)
ast (2.4.2)
aws-eventstream (1.3.0)
aws-partitions (1.941.0)
aws-sdk-core (3.197.0)
aws-eventstream (~> 1, >= 1.3.0)
aws-partitions (~> 1, >= 1.651.0)
aws-sigv4 (~> 1.8)
jmespath (~> 1, >= 1.6.1)
aws-sdk-kms (1.83.0)
aws-sdk-core (~> 3, >= 3.197.0)
aws-sigv4 (~> 1.1)
aws-sdk-s3 (1.152.0)
aws-sdk-core (~> 3, >= 3.197.0)
aws-sdk-kms (~> 1)
aws-sigv4 (~> 1.5)
aws-sigv4 (1.12.0)
aws-sigv4 (~> 1.8)
aws-sigv4 (1.8.0)
aws-eventstream (~> 1, >= 1.0.2)
base64 (0.3.0)
base64 (0.2.0)
bcrypt (3.1.20)
benchmark (0.4.1)
benchmark-ips (2.14.0)
better_html (2.1.1)
actionview (>= 6.0)
activesupport (>= 6.0)
@ -118,11 +133,11 @@ GEM
erubi (~> 1.4)
parser (>= 2.4)
smart_properties
bigdecimal (3.2.2)
bigdecimal (3.1.8)
bindex (0.8.1)
bootsnap (1.18.6)
bootsnap (1.18.3)
msgpack (~> 1.2)
brakeman (7.1.0)
brakeman (6.1.2)
racc
builder (3.3.0)
capybara (3.40.0)
@ -134,112 +149,63 @@ GEM
rack-test (>= 0.6.3)
regexp_parser (>= 1.5, < 3.0)
xpath (~> 3.2)
childprocess (5.1.0)
logger (~> 1.5)
chunky_png (1.4.0)
childprocess (5.0.0)
climate_control (1.2.0)
concurrent-ruby (1.3.5)
connection_pool (2.5.3)
concurrent-ruby (1.3.3)
connection_pool (2.4.1)
crack (1.0.0)
bigdecimal
rexml
crass (1.0.6)
cronex (0.15.0)
tzinfo
unicode (>= 0.4.4.5)
css_parser (1.21.1)
addressable
csv (3.3.5)
date (3.4.1)
debug (1.11.0)
csv (3.3.0)
date (3.3.4)
debug (1.9.2)
irb (~> 1.10)
reline (>= 0.3.8)
derailed_benchmarks (2.2.1)
base64
benchmark-ips (~> 2)
bigdecimal
drb
get_process_mem
heapy (~> 0)
logger
memory_profiler (>= 0, < 2)
mini_histogram (>= 0.3.0)
mutex_m
ostruct
rack (>= 1)
rack-test
rake (> 10, < 14)
ruby-statistics (>= 4.0.1)
ruby2_keywords
thor (>= 0.19, < 2)
docile (1.4.1)
doorkeeper (5.8.2)
railties (>= 5)
dotenv (3.1.8)
dotenv-rails (3.1.8)
dotenv (= 3.1.8)
docile (1.4.0)
dotenv (3.1.2)
dotenv-rails (3.1.2)
dotenv (= 3.1.2)
railties (>= 6.1)
drb (2.2.3)
erb (5.0.1)
erb_lint (0.9.0)
drb (2.2.1)
erb_lint (0.5.0)
activesupport
better_html (>= 2.0.1)
parser (>= 2.7.1.4)
rainbow
rubocop (>= 1)
rubocop
smart_properties
erubi (1.13.1)
erubi (1.12.0)
et-orbi (1.2.11)
tzinfo
event_stream_parser (1.0.0)
faker (3.5.2)
i18n (>= 1.8.11, < 2)
faraday (2.13.2)
faraday-net_http (>= 2.0, < 3.5)
json
logger
faraday-multipart (1.1.1)
multipart-post (~> 2.0)
faraday-net_http (3.4.1)
net-http (>= 0.5.0)
faraday-retry (2.3.2)
faraday (2.9.1)
faraday-net_http (>= 2.0, < 3.2)
faraday-net_http (3.1.0)
net-http
faraday-retry (2.2.1)
faraday (~> 2.0)
ffi (1.17.2-aarch64-linux-gnu)
ffi (1.17.2-aarch64-linux-musl)
ffi (1.17.2-arm-linux-gnu)
ffi (1.17.2-arm-linux-musl)
ffi (1.17.2-arm64-darwin)
ffi (1.17.2-x86_64-darwin)
ffi (1.17.2-x86_64-linux-gnu)
ffi (1.17.2-x86_64-linux-musl)
foreman (0.88.1)
fugit (1.11.1)
ffi (1.16.3)
fugit (1.11.0)
et-orbi (~> 1, >= 1.2.11)
raabro (~> 1.4)
get_process_mem (1.0.0)
bigdecimal (>= 2.0)
ffi (~> 1.0)
globalid (1.2.1)
activesupport (>= 6.1)
hashdiff (1.2.0)
heapy (0.2.0)
thor
highline (3.1.2)
reline
hotwire-livereload (2.0.0)
actioncable (>= 7.0.0)
good_job (3.29.3)
activejob (>= 6.0.0)
activerecord (>= 6.0.0)
concurrent-ruby (>= 1.0.2)
fugit (>= 1.1)
railties (>= 6.0.0)
thor (>= 0.14.1)
hashdiff (1.1.0)
highline (3.0.1)
hotwire-livereload (1.4.0)
actioncable (>= 6.0.0)
listen (>= 3.0.0)
railties (>= 7.0.0)
hotwire_combobox (0.4.0)
platform_agent (>= 1.0.1)
rails (>= 7.0.7.2)
stimulus-rails (>= 1.2)
turbo-rails (>= 1.2)
htmlbeautifier (1.4.3)
htmlentities (4.3.4)
i18n (1.14.7)
railties (>= 6.0.0)
i18n (1.14.5)
concurrent-ruby (~> 1.0)
i18n-tasks (1.0.15)
i18n-tasks (1.0.14)
activesupport (>= 4.0.2)
ast (>= 2.1.0)
erubi
@ -248,71 +214,36 @@ GEM
parser (>= 3.2.2.1)
rails-i18n
rainbow (>= 2.2.2, < 4.0)
ruby-progressbar (~> 1.8, >= 1.8.1)
terminal-table (>= 1.5.1)
image_processing (1.14.0)
mini_magick (>= 4.9.5, < 6)
image_processing (1.12.2)
mini_magick (>= 4.9.5, < 5)
ruby-vips (>= 2.0.17, < 3)
importmap-rails (2.1.0)
importmap-rails (2.0.1)
actionpack (>= 6.0.0)
activesupport (>= 6.0.0)
railties (>= 6.0.0)
inline_svg (1.10.0)
inline_svg (1.9.0)
activesupport (>= 3.0)
nokogiri (>= 1.6)
intercom-rails (1.0.6)
activesupport (> 4.0)
jwt (~> 2.0)
io-console (0.8.0)
irb (1.15.2)
pp (>= 0.6.0)
io-console (0.7.2)
irb (1.13.1)
rdoc (>= 4.0.0)
reline (>= 0.4.2)
jbuilder (2.13.0)
actionview (>= 5.0.0)
activesupport (>= 5.0.0)
jmespath (1.6.2)
json (2.12.2)
jwt (2.10.2)
base64
language_server-protocol (3.17.0.5)
launchy (3.1.1)
json (2.7.2)
language_server-protocol (3.17.0.3)
launchy (3.0.1)
addressable (~> 2.8)
childprocess (~> 5.0)
logger (~> 1.6)
letter_opener (1.10.0)
launchy (>= 2.2, < 4)
lint_roller (1.1.0)
listen (3.9.0)
rb-fsevent (~> 0.10, >= 0.10.3)
rb-inotify (~> 0.9, >= 0.9.10)
logger (1.7.0)
logtail (0.1.17)
msgpack (~> 1.0)
logtail-rack (0.2.6)
logtail (~> 0.1)
rack (>= 1.2, < 4.0)
logtail-rails (0.2.10)
actionpack (>= 5.0.0)
activerecord (>= 5.0.0)
logtail (~> 0.1, >= 0.1.14)
logtail-rack (~> 0.1)
railties (>= 5.0.0)
loofah (2.24.1)
logger (1.6.0)
loofah (2.22.0)
crass (~> 1.0.2)
nokogiri (>= 1.12.0)
lookbook (2.3.11)
activemodel
css_parser
htmlbeautifier (~> 1.3)
htmlentities (~> 4.3.4)
marcel (~> 1.0)
railties (>= 5.0)
redcarpet (~> 3.5)
rouge (>= 3.26, < 5.0)
view_component (>= 2.0)
yard (~> 0.9)
zeitwerk (~> 2.5)
mail (2.8.1)
mini_mime (>= 0.1.1)
net-imap
@ -320,381 +251,257 @@ GEM
net-smtp
marcel (1.0.4)
matrix (0.4.2)
memory_profiler (1.1.0)
method_source (1.1.0)
mini_histogram (0.3.1)
mini_magick (5.2.0)
benchmark
logger
mini_magick (4.12.0)
mini_mime (1.1.5)
minitest (5.25.5)
mocha (2.7.1)
minitest (5.23.1)
mocha (2.3.0)
ruby2_keywords (>= 0.0.5)
msgpack (1.8.0)
multipart-post (2.4.1)
mutex_m (0.3.0)
net-http (0.6.0)
msgpack (1.7.2)
net-http (0.4.1)
uri
net-imap (0.5.8)
net-imap (0.4.12)
date
net-protocol
net-pop (0.1.2)
net-protocol
net-protocol (0.2.2)
timeout
net-smtp (0.5.1)
net-smtp (0.5.0)
net-protocol
nio4r (2.7.4)
nokogiri (1.18.8-aarch64-linux-gnu)
nio4r (2.7.3)
nokogiri (1.16.5-aarch64-linux)
racc (~> 1.4)
nokogiri (1.18.8-aarch64-linux-musl)
nokogiri (1.16.5-arm-linux)
racc (~> 1.4)
nokogiri (1.18.8-arm-linux-gnu)
nokogiri (1.16.5-arm64-darwin)
racc (~> 1.4)
nokogiri (1.18.8-arm-linux-musl)
nokogiri (1.16.5-x86-linux)
racc (~> 1.4)
nokogiri (1.18.8-arm64-darwin)
nokogiri (1.16.5-x86_64-darwin)
racc (~> 1.4)
nokogiri (1.18.8-x86_64-darwin)
nokogiri (1.16.5-x86_64-linux)
racc (~> 1.4)
nokogiri (1.18.8-x86_64-linux-gnu)
racc (~> 1.4)
nokogiri (1.18.8-x86_64-linux-musl)
racc (~> 1.4)
octokit (10.0.0)
octokit (8.1.0)
base64
faraday (>= 1, < 3)
sawyer (~> 0.9)
ostruct (0.6.2)
pagy (9.3.5)
parallel (1.27.0)
parser (3.3.8.0)
pagy (8.4.4)
parallel (1.24.0)
parser (3.3.1.0)
ast (~> 2.4.1)
racc
pg (1.5.9)
plaid (41.0.0)
faraday (>= 1.0.1, < 3.0)
faraday-multipart (>= 1.0.1, < 2.0)
platform_agent (1.0.1)
activesupport (>= 5.2.0)
useragent (~> 0.16.3)
pp (0.6.2)
prettyprint
prettyprint (0.2.0)
prism (1.4.0)
propshaft (1.1.0)
pg (1.5.6)
prism (0.29.0)
propshaft (0.9.0)
actionpack (>= 7.0.0)
activesupport (>= 7.0.0)
rack
railties (>= 7.0.0)
psych (5.2.6)
date
psych (5.1.2)
stringio
public_suffix (6.0.2)
puma (6.6.0)
public_suffix (5.0.5)
puma (6.4.2)
nio4r (~> 2.0)
raabro (1.4.0)
racc (1.8.1)
rack (3.1.16)
rack-attack (6.7.0)
rack (>= 1.0, < 4)
rack-mini-profiler (4.0.0)
rack (>= 1.2.0)
rack-session (2.1.1)
base64 (>= 0.1.0)
racc (1.8.0)
rack (3.0.11)
rack-session (2.0.0)
rack (>= 3.0.0)
rack-test (2.2.0)
rack-test (2.1.0)
rack (>= 1.3)
rackup (2.2.1)
rackup (2.1.0)
rack (>= 3)
rails (7.2.2.1)
actioncable (= 7.2.2.1)
actionmailbox (= 7.2.2.1)
actionmailer (= 7.2.2.1)
actionpack (= 7.2.2.1)
actiontext (= 7.2.2.1)
actionview (= 7.2.2.1)
activejob (= 7.2.2.1)
activemodel (= 7.2.2.1)
activerecord (= 7.2.2.1)
activestorage (= 7.2.2.1)
activesupport (= 7.2.2.1)
bundler (>= 1.15.0)
railties (= 7.2.2.1)
rails-dom-testing (2.3.0)
webrick (~> 1.8)
rails-dom-testing (2.2.0)
activesupport (>= 5.0.0)
minitest
nokogiri (>= 1.6)
rails-html-sanitizer (1.6.2)
rails-html-sanitizer (1.6.0)
loofah (~> 2.21)
nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
rails-i18n (7.0.10)
nokogiri (~> 1.14)
rails-i18n (7.0.9)
i18n (>= 0.7, < 2)
railties (>= 6.0.0, < 8)
rails-settings-cached (2.9.6)
rails-settings-cached (2.9.4)
activerecord (>= 5.0.0)
railties (>= 5.0.0)
railties (7.2.2.1)
actionpack (= 7.2.2.1)
activesupport (= 7.2.2.1)
irb (~> 1.13)
rackup (>= 1.0.0)
rake (>= 12.2)
thor (~> 1.0, >= 1.2.2)
zeitwerk (~> 2.6)
rainbow (3.1.1)
rake (13.3.0)
rake (13.2.1)
rb-fsevent (0.11.2)
rb-inotify (0.11.1)
rb-inotify (0.10.1)
ffi (~> 1.0)
rbs (3.9.4)
logger
rdoc (6.14.2)
erb
rdoc (6.7.0)
psych (>= 4.0.0)
redcarpet (3.6.1)
redis (5.4.0)
redis-client (>= 0.22.0)
redis-client (0.25.0)
connection_pool
regexp_parser (2.10.0)
reline (0.6.1)
regexp_parser (2.9.2)
reline (0.5.8)
io-console (~> 0.5)
rexml (3.4.1)
rotp (6.3.0)
rouge (4.5.2)
rqrcode (3.1.0)
chunky_png (~> 1.0)
rqrcode_core (~> 2.0)
rqrcode_core (2.0.0)
rubocop (1.76.1)
rexml (3.2.8)
strscan (>= 3.0.9)
rubocop (1.63.5)
json (~> 2.3)
language_server-protocol (~> 3.17.0.2)
lint_roller (~> 1.1.0)
language_server-protocol (>= 3.17.0)
parallel (~> 1.10)
parser (>= 3.3.0.2)
rainbow (>= 2.2.2, < 4.0)
regexp_parser (>= 2.9.3, < 3.0)
rubocop-ast (>= 1.45.0, < 2.0)
regexp_parser (>= 1.8, < 3.0)
rexml (>= 3.2.5, < 4.0)
rubocop-ast (>= 1.31.1, < 2.0)
ruby-progressbar (~> 1.7)
unicode-display_width (>= 2.4.0, < 4.0)
rubocop-ast (1.45.1)
parser (>= 3.3.7.2)
prism (~> 1.4)
rubocop-performance (1.25.0)
lint_roller (~> 1.1)
rubocop (>= 1.75.0, < 2.0)
rubocop-ast (>= 1.38.0, < 2.0)
rubocop-rails (2.32.0)
unicode-display_width (>= 2.4.0, < 3.0)
rubocop-ast (1.31.3)
parser (>= 3.3.1.0)
rubocop-minitest (0.35.0)
rubocop (>= 1.61, < 2.0)
rubocop-ast (>= 1.31.1, < 2.0)
rubocop-performance (1.21.0)
rubocop (>= 1.48.1, < 2.0)
rubocop-ast (>= 1.31.1, < 2.0)
rubocop-rails (2.25.0)
activesupport (>= 4.2.0)
lint_roller (~> 1.1)
rack (>= 1.1)
rubocop (>= 1.75.0, < 2.0)
rubocop-ast (>= 1.44.0, < 2.0)
rubocop-rails-omakase (1.1.0)
rubocop (>= 1.72)
rubocop-performance (>= 1.24)
rubocop-rails (>= 2.30)
ruby-lsp (0.24.1)
rubocop (>= 1.33.0, < 2.0)
rubocop-ast (>= 1.31.1, < 2.0)
rubocop-rails-omakase (1.0.0)
rubocop
rubocop-minitest
rubocop-performance
rubocop-rails
ruby-lsp (0.17.1)
language_server-protocol (~> 3.17.0)
prism (>= 1.2, < 2.0)
rbs (>= 3, < 5)
prism (>= 0.29.0, < 0.30)
sorbet-runtime (>= 0.5.10782)
ruby-lsp-rails (0.4.6)
ruby-lsp (>= 0.24.0, < 0.25.0)
ruby-openai (8.1.0)
event_stream_parser (>= 0.3.0, < 2.0.0)
faraday (>= 1)
faraday-multipart (>= 1)
ruby-lsp-rails (0.3.7)
ruby-lsp (>= 0.17.0, < 0.18.0)
ruby-progressbar (1.13.0)
ruby-statistics (4.1.0)
ruby-vips (2.2.4)
ruby-vips (2.2.1)
ffi (~> 1.12)
logger
ruby2_keywords (0.0.5)
rubyzip (2.4.1)
rubyzip (2.3.2)
sawyer (0.9.2)
addressable (>= 2.3.5)
faraday (>= 0.17.3, < 3)
securerandom (0.4.1)
selenium-webdriver (4.34.0)
selenium-webdriver (4.21.1)
base64 (~> 0.2)
logger (~> 1.4)
rexml (~> 3.2, >= 3.2.5)
rubyzip (>= 1.2.2, < 3.0)
websocket (~> 1.0)
sentry-rails (5.26.0)
sentry-rails (5.17.3)
railties (>= 5.0)
sentry-ruby (~> 5.26.0)
sentry-ruby (5.26.0)
sentry-ruby (~> 5.17.3)
sentry-ruby (5.17.3)
bigdecimal
concurrent-ruby (~> 1.0, >= 1.0.2)
sentry-sidekiq (5.26.0)
sentry-ruby (~> 5.26.0)
sidekiq (>= 3.0)
sidekiq (8.0.5)
connection_pool (>= 2.5.0)
json (>= 2.9.0)
logger (>= 1.6.2)
rack (>= 3.1.0)
redis-client (>= 0.23.2)
sidekiq-cron (2.3.0)
cronex (>= 0.13.0)
fugit (~> 1.8, >= 1.11.1)
globalid (>= 1.0.1)
sidekiq (>= 6.5.0)
simplecov (0.22.0)
docile (~> 1.1)
simplecov-html (~> 0.11)
simplecov_json_formatter (~> 0.1)
simplecov-html (0.13.1)
simplecov-html (0.12.3)
simplecov_json_formatter (0.1.4)
skylight (6.0.4)
activesupport (>= 5.2.0)
smart_properties (1.17.0)
sorbet-runtime (0.5.12163)
stackprof (0.2.27)
stimulus-rails (1.3.4)
sorbet-runtime (0.5.11406)
stackprof (0.2.26)
stimulus-rails (1.3.3)
railties (>= 6.0.0)
stringio (3.1.7)
stripe (15.3.0)
tailwindcss-rails (4.2.3)
stringio (3.1.0)
strscan (3.1.0)
tailwindcss-rails (2.6.1)
railties (>= 7.0.0)
tailwindcss-ruby (~> 4.0)
tailwindcss-ruby (4.1.8)
tailwindcss-ruby (4.1.8-aarch64-linux-gnu)
tailwindcss-ruby (4.1.8-aarch64-linux-musl)
tailwindcss-ruby (4.1.8-arm64-darwin)
tailwindcss-ruby (4.1.8-x86_64-darwin)
tailwindcss-ruby (4.1.8-x86_64-linux-gnu)
tailwindcss-ruby (4.1.8-x86_64-linux-musl)
terminal-table (4.0.0)
unicode-display_width (>= 1.1.1, < 4)
thor (1.3.2)
timeout (0.4.3)
turbo-rails (2.0.16)
actionpack (>= 7.1.0)
railties (>= 7.1.0)
tailwindcss-rails (2.6.1-aarch64-linux)
railties (>= 7.0.0)
tailwindcss-rails (2.6.1-arm-linux)
railties (>= 7.0.0)
tailwindcss-rails (2.6.1-arm64-darwin)
railties (>= 7.0.0)
tailwindcss-rails (2.6.1-x86_64-darwin)
railties (>= 7.0.0)
tailwindcss-rails (2.6.1-x86_64-linux)
railties (>= 7.0.0)
terminal-table (3.0.2)
unicode-display_width (>= 1.1.1, < 3)
thor (1.3.1)
timeout (0.4.1)
turbo-rails (2.0.5)
actionpack (>= 6.0.0)
activejob (>= 6.0.0)
railties (>= 6.0.0)
tzinfo (2.0.6)
concurrent-ruby (~> 1.0)
unicode (0.4.4.5)
unicode-display_width (3.1.4)
unicode-emoji (~> 4.0, >= 4.0.4)
unicode-emoji (4.0.4)
uri (1.0.3)
useragent (0.16.11)
vcr (6.3.1)
base64
vernier (1.8.0)
view_component (3.23.2)
activesupport (>= 5.2.0, < 8.1)
concurrent-ruby (~> 1)
method_source (~> 1.0)
unicode-display_width (2.5.0)
uri (0.13.0)
useragent (0.16.10)
vcr (6.2.0)
web-console (4.2.1)
actionview (>= 6.0.0)
activemodel (>= 6.0.0)
bindex (>= 0.4.0)
railties (>= 6.0.0)
webmock (3.25.1)
webmock (3.23.1)
addressable (>= 2.8.0)
crack (>= 0.3.2)
hashdiff (>= 0.4.0, < 2.0.0)
websocket (1.2.11)
websocket-driver (0.8.0)
base64
webrick (1.8.1)
websocket (1.2.10)
websocket-driver (0.7.6)
websocket-extensions (>= 0.1.0)
websocket-extensions (0.1.5)
xpath (3.2.0)
nokogiri (~> 1.8)
yard (0.9.37)
zeitwerk (2.7.3)
zeitwerk (2.6.15)
PLATFORMS
aarch64-linux-gnu
aarch64-linux-musl
arm-linux-gnu
arm-linux-musl
aarch64-linux
arm-linux
arm64-darwin
x86-linux
x86_64-darwin
x86_64-linux-gnu
x86_64-linux-musl
x86_64-linux
DEPENDENCIES
aasm
activerecord-import
after_commit_everywhere (~> 1.0)
aws-sdk-s3 (~> 1.177.0)
aws-sdk-s3
bcrypt (~> 3.1)
benchmark-ips
bootsnap
brakeman
capybara
climate_control
csv
debug
derailed_benchmarks
doorkeeper
dotenv-rails
erb_lint
faker
faraday
faraday-multipart
faraday-retry
foreman
good_job
hotwire-livereload
hotwire_combobox
i18n-tasks
image_processing (>= 1.2)
importmap-rails
inline_svg
intercom-rails
jbuilder
jwt
letter_opener
logtail-rails
lookbook (= 2.3.11)
lucide-rails!
mocha
octokit
ostruct
pagy
pg (~> 1.5)
plaid
propshaft
puma (>= 5.0)
rack-attack (~> 6.6)
rack-mini-profiler
rails (~> 7.2.2)
rails!
rails-settings-cached
redcarpet
redis (~> 5.4)
rotp (~> 6.3)
rqrcode (~> 3.0)
rubocop-rails-omakase
ruby-lsp-rails
ruby-openai
rubyzip (~> 2.3)
selenium-webdriver
sentry-rails
sentry-ruby
sentry-sidekiq
sidekiq
sidekiq-cron
simplecov
skylight
stackprof
stimulus-rails
stripe
tailwindcss-rails
turbo-rails
tzinfo-data
vcr
vernier
view_component
web-console
webmock
RUBY VERSION
ruby 3.4.4p34
ruby 3.3.1p55
BUNDLED WITH
2.6.9
2.5.9

View file

@ -1,3 +1,3 @@
web: bundle exec ${DEBUG:+rdbg -O -n -c --} bin/rails server -b 0.0.0.0
css: bundle exec bin/rails tailwindcss:watch 2>/dev/null
worker: bundle exec sidekiq
web: bin/rails server -b 0.0.0.0
css: bin/rails tailwindcss:watch
worker: bundle exec good_job start

100
README.md
View file

@ -1,21 +1,37 @@
<img width="1440" alt="dashboard_mockup" src="https://github.com/maybe-finance/maybe/assets/35243/a7763d0e-a942-42db-bde7-eb8d28106917">
<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>
<img width="1190" alt="maybe_hero" src="https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573" />
# Maybe: The OS for your personal finances
# Maybe: The personal finance app for everyone
<b>Get
involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
> [!IMPORTANT]
> This repository is no longer actively maintained. You can read more about this in our [final release](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0).
_If you're looking for the previous React codebase, you can find it
at [maybe-finance/maybe-archive](https://github.com/maybe-finance/maybe-archive)._
## Backstory
We spent the better part of 2021/2022 building a personal finance + wealth
management app called, Maybe. Very full-featured, including an "Ask an Advisor"
feature which connected users with an actual CFP/CFA to help them with their
finances (all included in your subscription).
The business end of things didn't work out, and so we shut things down mid-2023.
We spent the better part of $1,000,000 building the app (employees +
contractors, data providers/services, infrastructure, etc.).
We're now reviving the product as a fully open-source project. The goal is to
let you run the app yourself, for free, and use it to manage your own finances
and eventually offer a hosted version of the app for a small monthly fee.
## Maybe Hosting
Maybe is a fully working personal finance app that can be [self hosted with Docker](docs/hosting/docker.md).
There are 3 primary ways to use the Maybe app:
## Forking and Attribution
This repo is no longer maintained. Youre free to fork it under the AGPLv3. To stay compliant and avoid trademark issues:
- Be sure to include the original [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/LICENSE) and clearly state in your README that your fork is based on Maybe Finance but is **not affiliated with or endorsed by** Maybe Finance Inc.
- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
1. Managed (easiest) - _coming soon..._
2. [One-click deploy](docs/hosting/one-click-deploy.md)
3. [Self-host with Docker](docs/hosting/docker.md)
## Local Development Setup
@ -26,19 +42,19 @@ The instructions below are for developers to get started with contributing to th
### Requirements
- See `.ruby-version` file for required Ruby version
- Ruby 3.3.1
- PostgreSQL >9.3 (ideally, latest stable version)
After cloning the repo, the basic setup commands are:
```sh
cd maybe
cp .env.local.example .env.local
cp .env.example .env
bin/setup
bin/dev
# Optionally, load demo data
rake demo_data:default
rake demo_data:reset
```
And visit http://localhost:3000 to see the app. You can use the following
@ -49,12 +65,60 @@ credentials to log in (generated by DB seed):
For further instructions, see guides below.
### Multi-currency support
If you'd like multi-currency support, there are a few extra steps to follow.
1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe
product and the free plan is sufficient for basic multi-currency support.
2. Add your API key to your `.env` file.
### Setup Guides
- [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide)
- [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide)
- [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide)
- Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more
#### Dev Container (optional)
This is 100% optional and meant for devs who don't want to worry about
installing requirements manually for their platform. You can
follow [this guide](https://code.visualstudio.com/docs/devcontainers/containers)
to learn more about Dev Containers.
If you run into `could not connect to server` errors, you may need to change
your `.env`'s `DB_HOST` environment variable value to `db` to point to the
Postgres container.
#### Mac
Please visit
our [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide).
#### Linux
Please visit
our [Linux dev setup guide](https://github.com/maybe-finance/maybe/wiki/Linux-Dev-Setup-Guide).
#### Windows
Please visit
our [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide).
### Testing Emails
In development, we use `letter_opener` to automatically open emails in your
browser. When an email sends locally, a new browser tab will open with a
preview.
## Contributing
Before contributing, you'll likely find it helpful
to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki).
Once you've done that, please visit
our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md)
to get started!
## Repo Activity
![Repo Activity](https://repobeats.axiom.co/api/embed/7866c9790deba0baf63ca1688b209130b306ea4e.svg "Repobeats analytics image")
## Copyright & license

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<path d="M0 56.5502L14.4845 52.101L28.9689 50.1276L43.4534 51.7926L57.9379 40.2042L72.4224 35.6995L86.9068 35.0612L101.391 51.2218L115.876 73.6398L130.36 65.7562L144.845 64.7572L159.329 78.5795L173.814 81.9833L188.298 71.3186L202.783 80.5112L217.267 86L231.752 84.5697L246.236 83.0772L260.721 78.4002L275.205 77.343L289.689 71.8152L304.174 52.25L318.658 51.5349L333.143 48.185L347.627 47.2522L362.112 45.4586L376.596 49.2356L391.081 47.5566L405.565 31.0549L420.05 28.5641L434.534 36.6352H449.019L463.503 42.7572L477.988 37.7564L492.472 42.3467L506.957 49.3852L521.441 59.4839L535.925 52.7514L550.41 47.1535L564.894 58.6703L579.379 49.8343L593.863 50.5123H608.348L622.832 54.192L637.317 58.4763L651.801 57.2522L666.286 59.3943L677.01 62.8533L688.553 59.3943L709.129 67.4827L724.224 60.8386L738.708 52.27L753.193 58.6965L767.677 37.887L782.162 28.3178L796.646 16.383L811.13 20.9733L825.615 10.2626L840.099 11.7927L854.584 6.59032L869.068 15.771L883.553 8.12043L898.037 6.59032L912.522 2L927.006 14.8529L944 15.771" stroke="#0B0B0B" stroke-opacity="0.25" stroke-width="2" stroke-miterlimit="16"/>
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<stop offset="1" stop-color="#E5E5E5" stop-opacity="0.6"/>
</linearGradient>
</defs>
</svg>

Before

Width:  |  Height:  |  Size: 2.5 KiB

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@ -1,6 +0,0 @@
<svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
<g id="Frame 1321315963">
<rect width="20" height="20" rx="10" fill="#635BFF"/>
<path id="Vector" fill-rule="evenodd" clip-rule="evenodd" d="M9.35663 7.69056C9.35663 7.20077 9.75747 7.01238 10.4214 7.01238C11.3734 7.01238 12.5759 7.30124 13.5279 7.81615V4.86482C12.4882 4.45037 11.461 4.28711 10.4214 4.28711C7.87854 4.28711 6.1875 5.61835 6.1875 7.84127C6.1875 11.3075 10.9475 10.7549 10.9475 12.2494C10.9475 12.8271 10.4464 13.0155 9.74495 13.0155C8.70527 13.0155 7.37749 12.5885 6.32529 12.0108V14.9998C7.49023 15.5022 8.66769 15.7157 9.74495 15.7157C12.3504 15.7157 14.1416 14.4221 14.1416 12.1741C14.1291 8.43154 9.35663 9.09716 9.35663 7.69056Z" fill="white"/>
</g>
</svg>

Before

Width:  |  Height:  |  Size: 775 B

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@ -0,0 +1 @@
/* Application styles */

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@ -0,0 +1,92 @@
@tailwind base;
@tailwind components;
@tailwind utilities;
/* Reset rules, default styles applied to plain HTML */
@layer base {
details > summary::-webkit-details-marker {
@apply hidden;
}
}
@layer components {
.form-field {
@apply relative rounded-md border bg-white border-alpha-black-100 shadow-xs;
@apply focus-within:border-gray-900 focus-within:shadow-none focus-within:ring-4 focus-within:ring-gray-100;
}
.form-field__label {
@apply block px-3 pt-2 pb-0 text-xs text-gray-500;
}
.form-field__input {
@apply w-full border-none bg-transparent px-3 pt-1 pb-2 text-sm opacity-100;
@apply focus:opacity-100 focus:outline-none focus:ring-0;
@apply placeholder-shown:opacity-50;
@apply disabled:opacity-50;
}
.form-field__radio {
@apply text-gray-900;
}
.form-field__submit {
@apply w-full cursor-pointer rounded-lg bg-black p-3 text-center text-white hover:bg-gray-700;
}
input:checked + label + .toggle-switch-dot {
transform: translateX(100%);
}
[type='checkbox'].maybe-checkbox {
@apply rounded-sm;
}
[type='checkbox'].maybe-checkbox--light {
@apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
}
[type='checkbox'].maybe-checkbox--dark {
@apply ring-gray-900 checked:text-white;
}
[type='checkbox'].maybe-checkbox--dark:checked {
background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
}
.maybe-switch {
@apply block bg-gray-100 w-9 h-5 rounded-full cursor-pointer;
@apply after:content-[''] after:block after:absolute after:top-0.5 after:left-0.5 after:bg-white after:w-4 after:h-4 after:rounded-full after:transition-transform after:duration-300 after:ease-in-out;
@apply peer-checked:bg-green-600 peer-checked:after:translate-x-4;
}
.prose--github-release-notes {
.octicon {
@apply inline-block overflow-visible align-text-bottom fill-current;
}
.dropdown-caret {
@apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
}
.user-mention {
@apply font-bold;
}
}
}
/* Small, single purpose classes that should take precedence over other styles */
@layer utilities {
.scrollbar::-webkit-scrollbar {
width: 4px;
}
.scrollbar::-webkit-scrollbar-thumb {
background: #d6d6d6;
border-radius: 10px;
}
.scrollbar::-webkit-scrollbar-thumb:hover {
background: #a6a6a6;
}
}

View file

@ -1,175 +0,0 @@
@import 'tailwindcss';
@import "./maybe-design-system.css";
@import "./geist-font.css";
@import "./geist-mono-font.css";
@plugin "@tailwindcss/typography";
@plugin "@tailwindcss/forms";
@import "./simonweb_pickr.css";
@layer components {
.pcr-app{
position: static !important;
background: none !important;
box-shadow: none !important;
padding: 0 !important;
width: 100% !important;
}
.pcr-color-palette{
height: 12em !important;
}
.pcr-palette{
border-radius: 10px !important;
}
.pcr-palette:before{
border-radius: 10px !important;
}
.pcr-color-chooser{
height: 1.5em !important;
}
.pcr-picker{
height: 20px !important;
width: 20px !important;
}
}
.combobox {
.hw-combobox__main__wrapper,
.hw-combobox__input {
@apply bg-container text-primary w-full;
}
.hw-combobox__main__wrapper {
@apply border-0 p-0 focus:border-0 ring-0 focus:ring-0 shadow-none focus:shadow-none focus-within:shadow-none;
}
.hw-combobox__listbox {
@apply absolute top-[160%] right-0 w-full bg-transparent rounded z-30;
}
.hw-combobox__label {
@apply block text-xs text-gray-500 peer-disabled:text-gray-400;
}
.hw-combobox__option {
@apply bg-container hover:bg-container-hover;
}
.hw_combobox__pagination__wrapper {
@apply h-px;
&:only-child {
@apply bg-transparent;
}
}
--hw-border-color: rgba(0, 0, 0, 0.2);
--hw-handle-width: 20px;
--hw-handle-height: 20px;
--hw-handle-offset-right: 0px;
}
/* Typography */
.prose {
@apply max-w-none text-primary;
a {
@apply text-link;
}
h2 {
@apply text-xl font-medium text-primary;
}
h3 {
@apply text-lg font-medium text-primary;
}
li {
@apply m-0 text-primary;
}
details {
@apply mb-4 rounded-xl mt-3.5;
}
summary {
@apply flex items-center gap-1;
}
video {
@apply m-0 rounded-b-xl;
}
}
.prose--github-release-notes {
.octicon {
@apply inline-block overflow-visible align-text-bottom fill-current;
}
.dropdown-caret {
@apply content-none border-4 border-b-0 border-transparent border-t-gray-500 size-0 inline-block;
}
.user-mention {
@apply font-bold;
}
}
.prose--ai-chat {
@apply break-words;
p, li {
@apply text-sm text-primary;
}
scrollbar-width: thin;
scrollbar-color: rgba(156, 163, 175, 0.5) transparent;
::-webkit-scrollbar {
width: 6px;
}
::-webkit-scrollbar-track {
background: transparent;
}
::-webkit-scrollbar-thumb {
background-color: rgba(156, 163, 175, 0.5);
border-radius: 3px;
}
}
/* Custom scrollbar implementation for Windows browsers */
.windows {
::-webkit-scrollbar {
width: 4px;
}
::-webkit-scrollbar-thumb {
background: #d6d6d6;
border-radius: 10px;
}
::-webkit-scrollbar-thumb:hover {
background: #a6a6a6;
}
}
.scrollbar {
&::-webkit-scrollbar {
width: 4px;
}
&::-webkit-scrollbar-thumb {
background: #d6d6d6;
border-radius: 10px;
}
&::-webkit-scrollbar-thumb:hover {
background: #a6a6a6;
}
}

View file

@ -1,85 +0,0 @@
/* Variable font */
@font-face {
font-family: 'Geist';
src: url('./geist/Geist[wght].woff2') format('woff2-variations');
font-weight: 100 900;
font-style: normal;
font-display: swap;
}
/* Static fonts (fallback) */
@supports not (font-variation-settings: normal) {
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-Thin.woff2') format('woff2');
font-weight: 100;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-ExtraLight.woff2') format('woff2');
font-weight: 200;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-Light.woff2') format('woff2');
font-weight: 300;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-Regular.woff2') format('woff2');
font-weight: 400;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-Medium.woff2') format('woff2');
font-weight: 500;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-SemiBold.woff2') format('woff2');
font-weight: 600;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-Bold.woff2') format('woff2');
font-weight: 700;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-ExtraBold.woff2') format('woff2');
font-weight: 800;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist';
src: url('./geist/Geist-Black.woff2') format('woff2');
font-weight: 900;
font-style: normal;
font-display: swap;
}
}

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@ -1,83 +0,0 @@
/* Variable font */
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono[wght].woff2') format('woff2-variations');
font-weight: 100 950;
font-style: normal;
font-display: swap;
}
/* Static fonts (fallback) */
@supports not (font-variation-settings: normal) {
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-Thin.woff2') format('woff2');
font-weight: 100;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-UltraLight.woff2') format('woff2');
font-weight: 200;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-Light.woff2') format('woff2');
font-weight: 300;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-Regular.woff2') format('woff2');
font-weight: 400;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-Medium.woff2') format('woff2');
font-weight: 500;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-SemiBold.woff2') format('woff2');
font-weight: 600;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-Bold.woff2') format('woff2');
font-weight: 700;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-Black.woff2') format('woff2');
font-weight: 900;
font-style: normal;
font-display: swap;
}
@font-face {
font-family: 'Geist Mono';
src: url('./geist_mono/GeistMono-UltraBlack.woff2') format('woff2');
font-weight: 950;
font-style: normal;
font-display: swap;
}
}

View file

@ -1,446 +0,0 @@
/*
This file contains all of the Figma design tokens, components, etc. that
are used globally across the app.
One-off styling (3rd party overrides, etc.) should be done in the application.css file.
*/
@import './maybe-design-system/background-utils.css';
@import './maybe-design-system/foreground-utils.css';
@import './maybe-design-system/text-utils.css';
@import './maybe-design-system/border-utils.css';
@import './maybe-design-system/component-utils.css';
@custom-variant theme-dark (&:where([data-theme=dark], [data-theme=dark] *));
@theme {
/* Font families */
--font-sans: 'Geist', system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif;
--font-mono: 'Geist Mono', ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, monospace;
/* Base colors */
--color-white: #ffffff;
--color-black: #0B0B0B;
--color-success: var(--color-green-600);
--color-warning: var(--color-yellow-600);
--color-destructive: var(--color-red-600);
--color-shadow: --alpha(var(--color-black) / 6%);
/* Colors used in Stimulus controllers with SVGs (easier to define light/dark mode here than toggle within the controllers) */
/* See @layer base block below for dark mode overrides */
--budget-unused-fill: var(--color-gray-200);
--budget-unallocated-fill: var(--color-gray-50);
/* Gray scale */
--color-gray-25: #FAFAFA;
--color-gray-50: #F7F7F7;
--color-gray-100: #F0F0F0;
--color-gray-200: #E7E7E7;
--color-gray-300: #CFCFCF;
--color-gray-400: #9E9E9E;
--color-gray-500: #737373;
--color-gray-600: #5C5C5C;
--color-gray-700: #363636;
--color-gray-800: #242424;
--color-gray-900: #171717;
--color-gray: var(--color-gray-500);
--color-gray-tint-5: --alpha(var(--color-gray-500) / 5%);
--color-gray-tint-10: --alpha(var(--color-gray-500) / 10%);
/* Alpha colors */
--color-alpha-white-25: --alpha(var(--color-white) / 3%);
--color-alpha-white-50: --alpha(var(--color-white) / 5%);
--color-alpha-white-100: --alpha(var(--color-white) / 8%);
--color-alpha-white-200: --alpha(var(--color-white) / 10%);
--color-alpha-white-300: --alpha(var(--color-white) / 15%);
--color-alpha-white-400: --alpha(var(--color-white) / 20%);
--color-alpha-white-500: --alpha(var(--color-white) / 30%);
--color-alpha-white-600: --alpha(var(--color-white) / 40%);
--color-alpha-white-700: --alpha(var(--color-white) / 50%);
--color-alpha-white-800: --alpha(var(--color-white) / 70%);
--color-alpha-white-900: --alpha(var(--color-white) / 85%);
--color-alpha-black-25: --alpha(var(--color-black) / 3%);
--color-alpha-black-50: --alpha(var(--color-black) / 5%);
--color-alpha-black-100: --alpha(var(--color-black) / 8%);
--color-alpha-black-200: --alpha(var(--color-black) / 10%);
--color-alpha-black-300: --alpha(var(--color-black) / 15%);
--color-alpha-black-400: --alpha(var(--color-black) / 20%);
--color-alpha-black-500: --alpha(var(--color-black) / 30%);
--color-alpha-black-600: --alpha(var(--color-black) / 40%);
--color-alpha-black-700: --alpha(var(--color-black) / 50%);
--color-alpha-black-800: --alpha(var(--color-black) / 70%);
--color-alpha-black-900: --alpha(var(--color-black) / 85%);
/* Red scale */
--color-red-25: #FFFBFB;
--color-red-50: #FFF1F0;
--color-red-100: #FFDEDB;
--color-red-200: #FEB9B3;
--color-red-300: #F88C86;
--color-red-400: #ED4E4E;
--color-red-500: #F13636;
--color-red-600: #EC2222;
--color-red-700: #C91313;
--color-red-800: #A40E0E;
--color-red-900: #7E0707;
--color-red-tint-5: --alpha(var(--color-red-500) / 5%);
--color-red-tint-10: --alpha(var(--color-red-500) / 10%);
/* Green scale */
--color-green-25: #F6FEF9;
--color-green-50: #ECFDF3;
--color-green-100: #D1FADF;
--color-green-200: #A6F4C5;
--color-green-300: #6CE9A6;
--color-green-400: #32D583;
--color-green-500: #12B76A;
--color-green-600: #10A861;
--color-green-700: #078C52;
--color-green-800: #05603A;
--color-green-900: #054F31;
--color-green-tint-5: --alpha(var(--color-green-500) / 5%);
--color-green-tint-10: --alpha(var(--color-green-500) / 10%);
/* Yellow scale */
--color-yellow-25: #FFFCF5;
--color-yellow-50: #FFFAEB;
--color-yellow-100: #FEF0C7;
--color-yellow-200: #FEDF89;
--color-yellow-300: #FEC84B;
--color-yellow-400: #FDB022;
--color-yellow-500: #F79009;
--color-yellow-600: #DC6803;
--color-yellow-700: #B54708;
--color-yellow-800: #93370D;
--color-yellow-900: #7A2E0E;
--color-yellow-tint-5: --alpha(var(--color-yellow-500) / 5%);
--color-yellow-tint-10: --alpha(var(--color-yellow-500) / 10%);
/* Cyan scale */
--color-cyan-25: #F5FEFF;
--color-cyan-50: #ECFDFF;
--color-cyan-100: #CFF9FE;
--color-cyan-200: #A5F0FC;
--color-cyan-300: #67E3F9;
--color-cyan-400: #22CCEE;
--color-cyan-500: #06AED4;
--color-cyan-600: #088AB2;
--color-cyan-700: #0E7090;
--color-cyan-800: #155B75;
--color-cyan-900: #155B75;
--color-cyan-tint-5: --alpha(var(--color-cyan-500) / 5%);
--color-cyan-tint-10: --alpha(var(--color-cyan-500) / 10%);
/* Blue scale */
--color-blue-25: #F5FAFF;
--color-blue-50: #EFF8FF;
--color-blue-100: #D1E9FF;
--color-blue-200: #B2DDFF;
--color-blue-300: #84CAFF;
--color-blue-400: #53B1FD;
--color-blue-500: #2E90FA;
--color-blue-600: #1570EF;
--color-blue-700: #175CD3;
--color-blue-800: #1849A9;
--color-blue-900: #194185;
--color-blue-tint-5: --alpha(var(--color-blue-500) / 5%);
--color-blue-tint-10: --alpha(var(--color-blue-500) / 10%);
/* Indigo scale */
--color-indigo-25: #F5F8FF;
--color-indigo-50: #EFF4FF;
--color-indigo-100: #E0EAFF;
--color-indigo-200: #C7D7FE;
--color-indigo-300: #A4BCFD;
--color-indigo-400: #8098F9;
--color-indigo-500: #6172F3;
--color-indigo-600: #444CE7;
--color-indigo-700: #3538CD;
--color-indigo-800: #2D31A6;
--color-indigo-900: #2D3282;
--color-indigo-tint-5: --alpha(var(--color-indigo-500) / 5%);
--color-indigo-tint-10: --alpha(var(--color-indigo-500) / 10%);
/* Violet scale */
--color-violet-25: #FBFAFF;
--color-violet-50: #F5F3FF;
--color-violet-100: #ECE9FE;
--color-violet-200: #DDD6FE;
--color-violet-300: #C3B5FD;
--color-violet-400: #A48AFB;
--color-violet-500: #875BF7;
--color-violet-600: #7839EE;
--color-violet-700: #6927DA;
--color-violet-tint-5: --alpha(var(--color-violet-500) / 5%);
--color-violet-tint-10: --alpha(var(--color-violet-500) / 10%);
/* Fuchsia scale */
--color-fuchsia-25: #FEFAFF;
--color-fuchsia-50: #FDF4FF;
--color-fuchsia-100: #FBE8FF;
--color-fuchsia-200: #F6D0FE;
--color-fuchsia-300: #EEAAFD;
--color-fuchsia-400: #E478FA;
--color-fuchsia-500: #D444F1;
--color-fuchsia-600: #BA24D5;
--color-fuchsia-700: #9F1AB1;
--color-fuchsia-800: #821890;
--color-fuchsia-900: #6F1877;
--color-fuchsia-tint-5: --alpha(var(--color-fuchsia-500) / 5%);
--color-fuchsia-tint-10: --alpha(var(--color-fuchsia-500) / 10%);
/* Pink scale */
--color-pink-25: #FFFAFC;
--color-pink-50: #FEF0F7;
--color-pink-100: #FFD1E2;
--color-pink-200: #FFB1CE;
--color-pink-300: #FD8FBA;
--color-pink-400: #F86BA7;
--color-pink-500: #F23E94;
--color-pink-600: #D5327F;
--color-pink-700: #BA256B;
--color-pink-800: #9E1958;
--color-pink-900: #840B45;
--color-pink-tint-5: --alpha(var(--color-pink-500) / 5%);
--color-pink-tint-10: --alpha(var(--color-pink-500) / 10%);
/* Orange scale */
--color-orange-25: #FFF9F5;
--color-orange-50: #FFF4ED;
--color-orange-100: #FFE6D5;
--color-orange-200: #FFD6AE;
--color-orange-300: #FF9C66;
--color-orange-400: #FF692E;
--color-orange-500: #FF4405;
--color-orange-600: #E62E05;
--color-orange-700: #BC1B06;
--color-orange-800: #97180C;
--color-orange-900: #771A0D;
--color-orange-tint-5: --alpha(var(--color-orange-500) / 5%);
--color-orange-tint-10: --alpha(var(--color-orange-500) / 10%);
/* Border radius overrides */
--border-radius-md: 8px;
--border-radius-lg: 10px;
--shadow-xs: 0px 1px 2px 0px --alpha(var(--color-black) / 6%);
--shadow-sm: 0px 1px 6px 0px --alpha(var(--color-black) / 6%);
--shadow-md: 0px 4px 8px -2px --alpha(var(--color-black) / 6%);
--shadow-lg: 0px 12px 16px -4px --alpha(var(--color-black) / 6%);
--shadow-xl: 0px 20px 24px -4px --alpha(var(--color-black) / 6%);
--animate-stroke-fill: stroke-fill 3s 300ms forwards;
@keyframes stroke-fill {
0% {
stroke-dashoffset: 43.9822971503;
}
100% {
stroke-dashoffset: 0;
}
}
}
/* Specific override for strong tags in prose under dark mode */
.prose:where([data-theme=dark], [data-theme=dark] *) strong {
color: theme(colors.white) !important;
}
@layer base {
[data-theme="dark"] {
--color-success: var(--color-green-500);
--color-warning: var(--color-yellow-400);
--color-destructive: var(--color-red-400);
--color-shadow: --alpha(var(--color-white) / 8%);
/* Dark mode overrides for colors used in Stimulus controllers with SVGs */
--budget-unused-fill: var(--color-gray-500);
--budget-unallocated-fill: var(--color-gray-700);
--shadow-xs: 0px 1px 2px 0px --alpha(var(--color-white) / 8%);
--shadow-sm: 0px 1px 6px 0px --alpha(var(--color-white) / 8%);
--shadow-md: 0px 4px 8px -2px --alpha(var(--color-white) / 8%);
--shadow-lg: 0px 12px 16px -4px --alpha(var(--color-white) / 8%);
--shadow-xl: 0px 20px 24px -4px --alpha(var(--color-white) / 8%);
}
html {
padding-top: env(safe-area-inset-top);
padding-bottom: env(safe-area-inset-bottom);
}
button {
@apply cursor-pointer focus-visible:outline-gray-900;
}
hr {
@apply text-gray-200;
}
/* We control the sizing through DialogComponent, so reset this value */
dialog:modal {
max-width: 100dvw;
max-height: 100dvh;
}
details>summary::-webkit-details-marker {
@apply hidden;
}
details>summary {
@apply list-none;
}
input[type='radio'] {
@apply border-gray-300 text-indigo-600 focus:ring-indigo-600;
/* Default light mode */
@variant theme-dark {
/* Dark mode radio button base and checked styles */
@apply border-gray-600 bg-gray-700 checked:bg-blue-500 focus:ring-blue-500 focus:ring-offset-gray-800;
}
}
}
@layer components {
/* Forms */
.form-field {
@apply flex flex-col gap-1 relative px-3 py-2 rounded-md border bg-container border-secondary shadow-xs w-full;
@apply focus-within:border-secondary focus-within:shadow-none focus-within:ring-4 focus-within:ring-alpha-black-200;
@apply transition-all duration-300;
@variant theme-dark {
@apply focus-within:ring-alpha-white-300;
}
/* Add styles for multiple select within form fields */
select[multiple] {
@apply py-2 pr-2 space-y-0.5 overflow-y-auto;
option {
@apply py-2 rounded-md;
}
option:checked {
@apply after:content-['\2713'] bg-container-inset after:text-gray-500 after:ml-2;
}
option:active,
option:focus {
@apply bg-container-inset;
}
}
}
/* New form field structure components */
.form-field__header {
@apply flex items-center justify-between gap-2;
}
.form-field__body {
@apply flex flex-col gap-1;
}
.form-field__actions {
@apply flex items-center gap-1;
}
.form-field__label {
@apply block text-xs text-secondary peer-disabled:text-subdued;
}
.form-field__input {
@apply text-primary border-none bg-container text-sm opacity-100 w-full p-0;
@apply focus:opacity-100 focus:outline-hidden focus:ring-0;
@apply placeholder-shown:opacity-50;
@apply disabled:text-subdued;
@apply text-ellipsis overflow-hidden whitespace-nowrap;
@apply transition-opacity duration-300;
@apply placeholder:text-subdued;
@variant theme-dark {
&::-webkit-calendar-picker-indicator {
filter: invert(1);
cursor: pointer;
}
}
}
select.form-field__input {
@apply pr-10 appearance-none;
background-image: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' fill='none' viewBox='0 0 20 20'%3e%3cpath stroke='%236b7280' stroke-linecap='round' stroke-linejoin='round' stroke-width='1.5' d='M6 8l4 4 4-4'/%3e%3c/svg%3e");
background-position: right -0.15rem center;
background-repeat: no-repeat;
background-size: 1.25rem 1.25rem;
}
.form-field__radio {
@apply text-primary;
}
.form-field__submit {
@apply cursor-pointer rounded-lg bg-surface p-3 text-center text-white hover:bg-surface-hover;
}
/* Checkboxes */
.checkbox {
&[type='checkbox'] {
@apply rounded-sm;
@apply transition-colors duration-300;
}
}
.checkbox--light {
&[type='checkbox'] {
@apply border-alpha-black-200 checked:bg-gray-900 checked:ring-gray-900 focus:ring-gray-900 focus-visible:ring-gray-900 checked:hover:bg-gray-500;
}
&[type='checkbox']:disabled {
@apply cursor-not-allowed opacity-80 bg-gray-50 border-gray-200 checked:bg-gray-400 checked:ring-gray-400;
}
@variant theme-dark {
&[type='checkbox'] {
@apply ring-gray-900 checked:text-white;
background-color: var(--color-gray-600);
}
&[type='checkbox']:disabled {
@apply cursor-not-allowed opacity-80 ring-gray-600;
}
&[type='checkbox']:checked {
background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='white' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
background-color: var(--color-gray-600);
}
}
}
.checkbox--dark {
&[type='checkbox'] {
@apply ring-gray-900 checked:text-white;
}
&[type='checkbox']:disabled {
@apply cursor-not-allowed opacity-80 ring-gray-600;
}
&[type='checkbox']:checked {
background-image: url("data:image/svg+xml,%3csvg viewBox='0 0 16 16' fill='111827' xmlns='http://www.w3.org/2000/svg'%3e%3cpath d='M12.207 4.793a1 1 0 010 1.414l-5 5a1 1 0 01-1.414 0l-2-2a1 1 0 011.414-1.414L6.5 9.086l4.293-4.293a1 1 0 011.414 0z'/%3e%3c/svg%3e");
}
}
/* Tooltips */
.tooltip {
@apply hidden absolute;
}
.qrcode svg path {
fill: var(--color-black);
@variant theme-dark {
fill: var(--color-white);
}
}
}

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@ -1,91 +0,0 @@
@utility bg-surface {
@apply bg-gray-50;
@variant theme-dark {
@apply bg-black;
}
}
@utility bg-surface-hover {
@apply bg-gray-100;
@variant theme-dark {
@apply bg-gray-900;
}
}
@utility bg-surface-inset {
@apply bg-gray-100;
@variant theme-dark {
@apply bg-gray-800;
}
}
@utility bg-surface-inset-hover {
@apply bg-gray-200;
@variant theme-dark {
@apply bg-gray-800;
}
}
@utility bg-container {
@apply bg-white;
@variant theme-dark {
@apply bg-gray-900;
}
}
@utility bg-container-hover {
@apply bg-gray-50;
@variant theme-dark {
@apply bg-gray-800;
}
}
@utility bg-container-inset {
@apply bg-gray-50;
@variant theme-dark {
@apply bg-gray-800;
}
}
@utility bg-container-inset-hover {
@apply bg-gray-100;
@variant theme-dark {
@apply bg-gray-700;
}
}
@utility bg-inverse {
@apply bg-gray-800;
@variant theme-dark {
@apply bg-white;
}
}
@utility bg-inverse-hover {
@apply bg-gray-700;
@variant theme-dark {
@apply bg-gray-100;
}
}
@utility bg-overlay {
background-color: --alpha(var(--color-gray-100) / 50%);
@variant theme-dark {
background-color: var(--color-alpha-black-900);
}
}
@utility bg-loader {
@apply bg-surface-inset animate-pulse;
}

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/* Custom shadow borders used for surfaces / containers */
@utility shadow-border-xs {
box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-black-50);
@variant theme-dark {
box-shadow: var(--shadow-xs), 0px 0px 0px 1px var(--color-alpha-white-50);
}
}
@utility shadow-border-sm {
box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-black-50);
@variant theme-dark {
box-shadow: var(--shadow-sm), 0px 0px 0px 1px var(--color-alpha-white-50);
}
}
@utility shadow-border-md {
box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-black-50);
@variant theme-dark {
box-shadow: var(--shadow-md), 0px 0px 0px 1px var(--color-alpha-white-50);
}
}
@utility shadow-border-lg {
box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-black-50);
@variant theme-dark {
box-shadow: var(--shadow-lg), 0px 0px 0px 1px var(--color-alpha-white-50);
}
}
@utility shadow-border-xl {
box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-black-50);
@variant theme-dark {
box-shadow: var(--shadow-xl), 0px 0px 0px 1px var(--color-alpha-white-50);
}
}
@utility border-primary {
@apply border-alpha-black-300;
@variant theme-dark {
@apply border-alpha-white-400;
}
}
@utility border-secondary {
@apply border-alpha-black-200;
@variant theme-dark {
@apply border-alpha-white-300;
}
}
@utility border-tertiary {
@apply border-alpha-black-100;
@variant theme-dark {
@apply border-alpha-white-200;
}
}
@utility border-divider {
@apply border-tertiary;
}
@utility border-subdued {
@apply border-alpha-black-50;
@variant theme-dark {
@apply border-alpha-white-100;
}
}
@utility border-solid {
@apply border-black;
@variant theme-dark {
@apply border-white;
}
}
@utility border-destructive {
@apply border-red-500;
@variant theme-dark {
@apply border-red-400;
}
}

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/* Button Backgrounds */
@utility button-bg-primary {
@apply bg-gray-900;
/* Maps to fg-primary light */
@variant theme-dark {
@apply bg-white;
/* Maps to fg-primary dark */
}
}
@utility button-bg-primary-hover {
@apply bg-gray-800;
/* Maps to fg-primary-variant light */
@variant theme-dark {
@apply bg-gray-50;
/* Maps to fg-primary-variant dark */
}
}
@utility button-bg-secondary {
@apply bg-gray-50; /* Maps to fg-secondary light */
@variant theme-dark {
@apply bg-gray-700; /* Maps to fg-secondary dark */
}
}
@utility button-bg-secondary-hover {
@apply bg-gray-100; /* Maps to fg-secondary-variant light */
@variant theme-dark {
@apply bg-gray-600; /* Maps to fg-secondary-variant dark */
}
}
@utility button-bg-disabled {
@apply bg-gray-50;
@variant theme-dark {
@apply bg-gray-700;
}
}
@utility button-bg-destructive {
@apply bg-red-500;
@variant theme-dark {
@apply bg-red-400;
}
}
@utility button-bg-destructive-hover {
@apply bg-red-600;
@variant theme-dark {
@apply bg-red-500;
}
}
@utility button-bg-ghost-hover {
@apply bg-gray-50;
@variant theme-dark {
@apply bg-gray-800 fg-inverse;
}
}
@utility button-bg-outline-hover {
@apply bg-gray-100;
@variant theme-dark {
@apply bg-gray-700;
}
}
/* Tab Styles */
@utility tab-item-active {
@apply bg-white;
@variant theme-dark {
@apply bg-gray-700;
}
}
@utility tab-item-hover {
@apply bg-gray-200;
@variant theme-dark {
@apply bg-gray-800;
}
}
@utility tab-bg-group {
@apply bg-gray-50;
@variant theme-dark {
@apply bg-alpha-black-700;
}
}
@utility bg-nav-indicator {
@apply bg-black;
@variant theme-dark {
@apply bg-white;
}
}

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@utility fg-gray {
@apply text-gray-500;
@variant theme-dark {
@apply text-gray-400;
}
}
@utility fg-contrast {
@apply text-gray-400;
@variant theme-dark {
@apply text-gray-500;
}
}
@utility fg-inverse {
@apply text-white;
@variant theme-dark {
@apply text-gray-900;
}
}
@utility fg-primary {
@apply text-gray-900;
@variant theme-dark {
@apply text-white;
}
}
@utility fg-primary-variant {
@apply text-gray-800;
@variant theme-dark {
@apply text-gray-50;
}
}
@utility fg-secondary {
@apply text-gray-50;
@variant theme-dark {
@apply text-gray-700;
}
}
@utility fg-secondary-variant {
@apply text-gray-100;
@variant theme-dark {
@apply text-gray-600;
}
}
@utility fg-subdued {
@apply text-gray-400;
@variant theme-dark {
@apply text-gray-500;
}
}

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@utility text-primary {
@apply text-gray-900;
@variant theme-dark {
@apply text-white;
}
}
@utility text-inverse {
@apply text-white;
@variant theme-dark {
@apply text-gray-900;
}
}
@utility text-secondary {
@apply text-gray-500;
@variant theme-dark {
@apply text-gray-400;
}
}
@utility text-subdued {
@apply text-gray-400;
@variant theme-dark {
@apply text-gray-600;
}
}
@utility text-link {
@apply text-blue-600;
@variant theme-dark {
@apply text-blue-500;
}
}

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module ApplicationCable
class Connection < ActionCable::Connection::Base
rescue_from StandardError, with: :report_error
private
def report_error(e)
Sentry.capture_exception(e)
end
end
end

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@ -1,7 +0,0 @@
<div class="<%= container_classes %>">
<%= helpers.icon icon_name, size: "sm", color: icon_color, class: "shrink-0" %>
<div class="flex-1 text-sm">
<%= message %>
</div>
</div>

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class DS::Alert < DesignSystemComponent
def initialize(message:, variant: :info)
@message = message
@variant = variant
end
private
attr_reader :message, :variant
def container_classes
base_classes = "flex items-start gap-3 p-4 rounded-lg border"
variant_classes = case variant
when :info
"bg-blue-50 text-blue-700 border-blue-200 theme-dark:bg-blue-900/20 theme-dark:text-blue-400 theme-dark:border-blue-800"
when :success
"bg-green-50 text-green-700 border-green-200 theme-dark:bg-green-900/20 theme-dark:text-green-400 theme-dark:border-green-800"
when :warning
"bg-yellow-50 text-yellow-700 border-yellow-200 theme-dark:bg-yellow-900/20 theme-dark:text-yellow-400 theme-dark:border-yellow-800"
when :error, :destructive
"bg-red-50 text-red-700 border-red-200 theme-dark:bg-red-900/20 theme-dark:text-red-400 theme-dark:border-red-800"
end
"#{base_classes} #{variant_classes}"
end
def icon_name
case variant
when :info
"info"
when :success
"check-circle"
when :warning
"alert-triangle"
when :error, :destructive
"x-circle"
end
end
def icon_color
case variant
when :success
"success"
when :warning
"warning"
when :error, :destructive
"destructive"
else
"blue-600"
end
end
end

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<%= container do %>
<% if icon && (icon_position != :right) %>
<%= helpers.icon(icon, size: size, color: icon_color, class: icon_classes) %>
<% end %>
<% unless icon_only? %>
<%= text %>
<% end %>
<% if icon && icon_position == :right %>
<%= helpers.icon(icon, size: size, color: icon_color) %>
<% end %>
<% end %>

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# frozen_string_literal: true
# An extension to `button_to` helper. All options are passed through to the `button_to` helper with some additional
# options available.
class DS::Button < DS::Buttonish
attr_reader :confirm
def initialize(confirm: nil, **opts)
super(**opts)
@confirm = confirm
end
def container(&block)
if href.present?
button_to(href, **merged_opts, &block)
else
content_tag(:button, **merged_opts, &block)
end
end
private
def merged_opts
merged_opts = opts.dup || {}
extra_classes = merged_opts.delete(:class)
href = merged_opts.delete(:href)
data = merged_opts.delete(:data) || {}
if confirm.present?
data = data.merge(turbo_confirm: confirm.to_data_attribute)
end
if frame.present?
data = data.merge(turbo_frame: frame)
end
merged_opts.merge(
class: class_names(container_classes, extra_classes),
data: data
)
end
end

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class DS::Buttonish < DesignSystemComponent
VARIANTS = {
primary: {
container_classes: "text-inverse bg-inverse hover:bg-inverse-hover disabled:bg-gray-500 theme-dark:disabled:bg-gray-400",
icon_classes: "fg-inverse"
},
secondary: {
container_classes: "text-primary bg-gray-50 theme-dark:bg-gray-700 hover:bg-gray-100 theme-dark:hover:bg-gray-600 disabled:bg-gray-200 theme-dark:disabled:bg-gray-600",
icon_classes: "fg-primary"
},
destructive: {
container_classes: "text-inverse bg-red-500 theme-dark:bg-red-400 hover:bg-red-600 theme-dark:hover:bg-red-500 disabled:bg-red-200 theme-dark:disabled:bg-red-600",
icon_classes: "fg-white"
},
outline: {
container_classes: "text-primary border border-secondary bg-transparent hover:bg-surface-hover",
icon_classes: "fg-gray"
},
outline_destructive: {
container_classes: "text-destructive border border-secondary bg-transparent hover:bg-gray-100 theme-dark:hover:bg-gray-700",
icon_classes: "fg-gray"
},
ghost: {
container_classes: "text-primary bg-transparent hover:bg-gray-100 theme-dark:hover:bg-gray-700",
icon_classes: "fg-gray"
},
icon: {
container_classes: "hover:bg-gray-100 theme-dark:hover:bg-gray-700",
icon_classes: "fg-gray"
},
icon_inverse: {
container_classes: "bg-inverse hover:bg-inverse-hover",
icon_classes: "fg-inverse"
}
}.freeze
SIZES = {
sm: {
container_classes: "px-2 py-1",
icon_container_classes: "inline-flex items-center justify-center w-8 h-8",
radius_classes: "rounded-md",
text_classes: "text-sm"
},
md: {
container_classes: "px-3 py-2",
icon_container_classes: "inline-flex items-center justify-center w-9 h-9",
radius_classes: "rounded-lg",
text_classes: "text-sm"
},
lg: {
container_classes: "px-4 py-3",
icon_container_classes: "inline-flex items-center justify-center w-10 h-10",
radius_classes: "rounded-xl",
text_classes: "text-base"
}
}.freeze
attr_reader :variant, :size, :href, :icon, :icon_position, :text, :full_width, :extra_classes, :frame, :opts
def initialize(variant: :primary, size: :md, href: nil, text: nil, icon: nil, icon_position: :left, full_width: false, frame: nil, **opts)
@variant = variant.to_s.underscore.to_sym
@size = size.to_sym
@href = href
@icon = icon
@icon_position = icon_position.to_sym
@text = text
@full_width = full_width
@extra_classes = opts.delete(:class)
@frame = frame
@opts = opts
end
def call
raise NotImplementedError, "Buttonish is an abstract class and cannot be instantiated directly."
end
def container_classes(override_classes = nil)
class_names(
"font-medium whitespace-nowrap",
merged_base_classes,
full_width ? "w-full justify-center" : nil,
container_size_classes,
size_data.dig(:text_classes),
variant_data.dig(:container_classes)
)
end
def container_size_classes
icon_only? ? size_data.dig(:icon_container_classes) : size_data.dig(:container_classes)
end
def icon_color
# Map variant to icon color for the icon helper
case variant
when :primary, :icon_inverse
:white
when :destructive, :outline_destructive
:destructive
else
:default
end
end
def icon_classes
class_names(
variant_data.dig(:icon_classes)
)
end
def icon_only?
variant.in?([ :icon, :icon_inverse ])
end
private
def variant_data
self.class::VARIANTS.dig(variant)
end
def size_data
self.class::SIZES.dig(size)
end
# Make sure that user can override common classes like `hidden`
def merged_base_classes
base_display_classes = "inline-flex items-center gap-1"
base_radius_classes = size_data.dig(:radius_classes)
extra_classes_list = (extra_classes || "").split
has_display_override = extra_classes_list.any? { |c| permitted_display_override_classes.include?(c) }
has_radius_override = extra_classes_list.any? { |c| permitted_radius_override_classes.include?(c) }
base_classes = []
unless has_display_override
base_classes << base_display_classes
end
unless has_radius_override
base_classes << base_radius_classes
end
class_names(
base_classes,
extra_classes
)
end
def permitted_radius_override_classes
[ "rounded-full" ]
end
def permitted_display_override_classes
[ "hidden", "flex" ]
end
end

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@ -1,38 +0,0 @@
<%= wrapper_element do %>
<%= tag.dialog class: "w-full h-full bg-transparent theme-dark:backdrop:bg-alpha-black-900 backdrop:bg-overlay #{drawer? ? "lg:p-3" : "lg:p-1"}", **merged_opts do %>
<%= tag.div class: dialog_outer_classes do %>
<%= tag.div class: dialog_inner_classes, data: { DS__dialog_target: "content" } do %>
<div class="grow overflow-y-auto py-4 space-y-4 flex flex-col">
<% if header? %>
<%= header %>
<% end %>
<% if body? %>
<div class="px-4 grow">
<%= body %>
<% if sections.any? %>
<div class="space-y-4">
<% sections.each do |section| %>
<%= section %>
<% end %>
</div>
<% end %>
</div>
<% end %>
<%# Optional, for customizing dialogs %>
<%= content %>
</div>
<% if actions? %>
<div class="flex items-center gap-2 justify-end p-4">
<% actions.each do |action| %>
<%= action %>
<% end %>
</div>
<% end %>
<% end %>
<% end %>
<% end %>
<% end %>

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@ -1,115 +0,0 @@
class DS::Dialog < DesignSystemComponent
renders_one :header, ->(title: nil, subtitle: nil, hide_close_icon: false, **opts, &block) do
content_tag(:header, class: "px-4 flex flex-col gap-2", **opts) do
title_div = content_tag(:div, class: "flex items-center justify-between gap-2") do
title = content_tag(:h2, title, class: class_names("font-medium text-primary", drawer? ? "text-lg" : "")) if title
close_icon = render DS::Button.new(variant: "icon", class: "ml-auto", icon: "x", tabindex: "-1", data: { action: "DS--dialog#close" }) unless hide_close_icon
safe_join([ title, close_icon ].compact)
end
subtitle = content_tag(:p, subtitle, class: "text-sm text-secondary") if subtitle
block_content = capture(&block) if block
safe_join([ title_div, subtitle, block_content ].compact)
end
end
renders_one :body
renders_many :actions, ->(cancel_action: false, **button_opts) do
merged_opts = if cancel_action
button_opts.merge(type: "button", data: { action: "DS--dialog#close" })
else
button_opts
end
render DS::Button.new(**merged_opts)
end
renders_many :sections, ->(title:, **disclosure_opts, &block) do
render DS::Disclosure.new(title: title, align: :right, **disclosure_opts) do
block.call
end
end
attr_reader :variant, :auto_open, :reload_on_close, :width, :disable_frame, :opts
VARIANTS = %w[modal drawer].freeze
WIDTHS = {
sm: "lg:max-w-[300px]",
md: "lg:max-w-[550px]",
lg: "lg:max-w-[700px]",
full: "lg:max-w-full"
}.freeze
def initialize(variant: "modal", auto_open: true, reload_on_close: false, width: "md", frame: nil, disable_frame: false, **opts)
@variant = variant.to_sym
@auto_open = auto_open
@reload_on_close = reload_on_close
@width = width.to_sym
@frame = frame
@disable_frame = disable_frame
@opts = opts
end
def frame
@frame || variant
end
# Caller must "opt-out" of using the default turbo-frame based on the variant
def wrapper_element(&block)
if disable_frame
content_tag(:div, &block)
else
content_tag("turbo-frame", id: frame, &block)
end
end
def dialog_outer_classes
variant_classes = if drawer?
"items-end justify-end"
else
"items-center justify-center"
end
class_names(
"flex h-full w-full",
variant_classes
)
end
def dialog_inner_classes
variant_classes = if drawer?
"lg:w-[550px] h-full"
else
class_names(
"max-h-full",
WIDTHS[width]
)
end
class_names(
"flex flex-col bg-container rounded-xl shadow-border-xs mx-3 lg:mx-0 w-full overflow-hidden",
variant_classes
)
end
def merged_opts
merged_opts = opts.dup
data = merged_opts.delete(:data) || {}
data[:controller] = [ "DS--dialog", "hotkey", data[:controller] ].compact.join(" ")
data[:DS__dialog_auto_open_value] = auto_open
data[:DS__dialog_reload_on_close_value] = reload_on_close
data[:action] = [ "mousedown->DS--dialog#clickOutside", data[:action] ].compact.join(" ")
data[:hotkey] = "esc:DS--dialog#close"
merged_opts[:data] = data
merged_opts
end
def drawer?
variant == :drawer
end
end

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@ -1,33 +0,0 @@
import { Controller } from "@hotwired/stimulus";
// Connects to data-controller="dialog"
export default class extends Controller {
static targets = ["content"]
static values = {
autoOpen: { type: Boolean, default: false },
reloadOnClose: { type: Boolean, default: false },
};
connect() {
if (this.element.open) return;
if (this.autoOpenValue) {
this.element.showModal();
}
}
// If the user clicks anywhere outside of the visible content, close the dialog
clickOutside(e) {
if (!this.contentTarget.contains(e.target)) {
this.close();
}
}
close() {
this.element.close();
if (this.reloadOnCloseValue) {
Turbo.visit(window.location.href);
}
}
}

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@ -1,27 +0,0 @@
<details class="group" <%= "open" if open %>>
<%= tag.summary class: class_names(
"px-3 py-2 rounded-xl cursor-pointer flex items-center justify-between bg-surface"
) do %>
<% if summary_content? %>
<%= summary_content %>
<% else %>
<div class="flex items-center gap-3">
<% if align == :left %>
<%= helpers.icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
<% end %>
<%= tag.span class: class_names("font-medium", align == :left ? "text-sm text-primary" : "text-xs uppercase text-secondary") do %>
<%= title %>
<% end %>
</div>
<% if align == :right %>
<%= helpers.icon "chevron-down", class: "group-open:transform group-open:rotate-180" %>
<% end %>
<% end %>
<% end %>
<div class="mt-2">
<%= content %>
</div>
</details>

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@ -1,12 +0,0 @@
class DS::Disclosure < DesignSystemComponent
renders_one :summary_content
attr_reader :title, :align, :open, :opts
def initialize(title: nil, align: "right", open: false, **opts)
@title = title
@align = align.to_sym
@open = open
@opts = opts
end
end

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@ -1,8 +0,0 @@
<%= tag.div style: transparent? ? container_styles : nil,
class: container_classes do %>
<% if icon %>
<%= helpers.icon(icon, size: icon_size, color: "current") %>
<% elsif text %>
<%= tag.span text.first, class: text_classes %>
<% end %>
<% end %>

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@ -1,99 +0,0 @@
class DS::FilledIcon < DesignSystemComponent
attr_reader :icon, :text, :hex_color, :size, :rounded, :variant
VARIANTS = %i[default text surface container inverse].freeze
SIZES = {
sm: {
container_size: "w-6 h-6",
container_radius: "rounded-md",
icon_size: "sm",
text_size: "text-xs"
},
md: {
container_size: "w-8 h-8",
container_radius: "rounded-lg",
icon_size: "md",
text_size: "text-xs"
},
lg: {
container_size: "w-9 h-9",
container_radius: "rounded-xl",
icon_size: "lg",
text_size: "text-sm"
}
}.freeze
def initialize(variant: :default, icon: nil, text: nil, hex_color: nil, size: "md", rounded: false)
@variant = variant.to_sym
@icon = icon
@text = text
@hex_color = hex_color
@size = size.to_sym
@rounded = rounded
end
def container_classes
class_names(
"flex justify-center items-center shrink-0",
size_classes,
radius_classes,
transparent? ? "border" : solid_bg_class
)
end
def icon_size
SIZES[size][:icon_size]
end
def text_classes
class_names(
"text-center font-medium uppercase",
SIZES[size][:text_size]
)
end
def container_styles
<<~STYLE.strip
background-color: #{transparent_bg_color};
border-color: #{transparent_border_color};
color: #{custom_fg_color};
STYLE
end
def transparent?
variant.in?(%i[default text])
end
private
def solid_bg_class
case variant
when :surface
"bg-surface-inset"
when :container
"bg-container-inset"
when :inverse
"bg-container"
end
end
def size_classes
SIZES[size][:container_size]
end
def radius_classes
rounded ? "rounded-full" : SIZES[size][:container_radius]
end
def custom_fg_color
hex_color || "var(--color-gray-500)"
end
def transparent_bg_color
"color-mix(in oklab, #{custom_fg_color} 10%, transparent)"
end
def transparent_border_color
"color-mix(in oklab, #{custom_fg_color} 10%, transparent)"
end
end

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@ -1,13 +0,0 @@
<%= link_to href, **merged_opts do %>
<% if icon && (icon_position != "right") %>
<%= helpers.icon(icon, size: size, color: icon_color) %>
<% end %>
<% unless icon_only? %>
<%= text %>
<% end %>
<% if icon && icon_position == "right" %>
<%= helpers.icon(icon, size: size, color: icon_color) %>
<% end %>
<% end %>

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@ -1,31 +0,0 @@
# An extension to `link_to` helper. All options are passed through to the `link_to` helper with some additional
# options available.
class DS::Link < DS::Buttonish
attr_reader :frame
VARIANTS = VARIANTS.reverse_merge(
default: {
container_classes: "",
icon_classes: "fg-gray"
}
).freeze
def merged_opts
merged_opts = opts.dup || {}
data = merged_opts.delete(:data) || {}
if frame
data = data.merge(turbo_frame: frame)
end
merged_opts.merge(
class: class_names(container_classes, extra_classes),
data: data
)
end
private
def container_size_classes
super unless variant == :default
end
end

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@ -1,27 +0,0 @@
<%= tag.div data: { controller: "DS--menu", DS__menu_placement_value: placement, DS__menu_offset_value: offset, testid: testid } do %>
<% if variant == :icon %>
<%= render DS::Button.new(variant: "icon", icon: icon_vertical ? "more-vertical" : "more-horizontal", data: { DS__menu_target: "button" }) %>
<% elsif variant == :button %>
<%= button %>
<% elsif variant == :avatar %>
<button data-DS--menu-target="button">
<div class="w-9 h-9 cursor-pointer">
<%= render "settings/user_avatar", avatar_url: avatar_url, initials: initials %>
</div>
</button>
<% end %>
<div data-DS--menu-target="content" class="px-2 lg:px-0 max-w-full hidden z-50">
<div class="mx-auto min-w-[200px] shadow-border-xs bg-container rounded-lg">
<%= header %>
<%= tag.div class: class_names("py-1" => !no_padding) do %>
<% items.each do |item| %>
<%= item %>
<% end %>
<%= custom_content %>
<% end %>
</div>
</div>
<% end %>

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@ -1,38 +0,0 @@
# frozen_string_literal: true
class DS::Menu < DesignSystemComponent
attr_reader :variant, :avatar_url, :initials, :placement, :offset, :icon_vertical, :no_padding, :testid
renders_one :button, ->(**button_options, &block) do
options_with_target = button_options.merge(data: { DS__menu_target: "button" })
if block
content_tag(:button, **options_with_target, &block)
else
DS::Button.new(**options_with_target)
end
end
renders_one :header, ->(&block) do
content_tag(:div, class: "border-b border-tertiary", &block)
end
renders_one :custom_content
renders_many :items, DS::MenuItem
VARIANTS = %i[icon button avatar].freeze
def initialize(variant: "icon", avatar_url: nil, initials: nil, placement: "bottom-end", offset: 12, icon_vertical: false, no_padding: false, testid: nil)
@variant = variant.to_sym
@avatar_url = avatar_url
@initials = initials
@placement = placement
@offset = offset
@icon_vertical = icon_vertical
@no_padding = no_padding
@testid = testid
raise ArgumentError, "Invalid variant: #{@variant}" unless VARIANTS.include?(@variant)
end
end

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@ -1,12 +0,0 @@
<% if variant == :divider %>
<%= render "shared/ruler", classes: "my-1" %>
<% else %>
<div class="px-1">
<%= wrapper do %>
<% if icon %>
<%= helpers.icon(icon, color: destructive? ? :destructive : :default) %>
<% end %>
<%= tag.span(text, class: text_classes) %>
<% end %>
</div>
<% end %>

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@ -1,62 +0,0 @@
class DS::MenuItem < DesignSystemComponent
VARIANTS = %i[link button divider].freeze
attr_reader :variant, :text, :icon, :href, :method, :destructive, :confirm, :frame, :opts
def initialize(variant:, text: nil, icon: nil, href: nil, method: :post, destructive: false, confirm: nil, frame: nil, **opts)
@variant = variant.to_sym
@text = text
@icon = icon
@href = href
@method = method.to_sym
@destructive = destructive
@confirm = confirm
@frame = frame
@opts = opts
raise ArgumentError, "Invalid variant: #{@variant}" unless VARIANTS.include?(@variant)
end
def wrapper(&block)
if variant == :button
button_to href, method: method, class: container_classes, **merged_opts, &block
elsif variant == :link
link_to href, class: container_classes, **merged_opts, &block
else
nil
end
end
def text_classes
[
"text-sm",
destructive? ? "text-destructive" : "text-primary"
].join(" ")
end
def destructive?
method == :delete || destructive
end
private
def container_classes
[
"flex items-center gap-2 p-2 rounded-md w-full",
destructive? ? "hover:bg-red-tint-5 theme-dark:hover:bg-red-tint-10" : "hover:bg-container-hover"
].join(" ")
end
def merged_opts
merged_opts = opts.dup || {}
data = merged_opts.delete(:data) || {}
if confirm.present?
data = data.merge(turbo_confirm: confirm.to_data_attribute)
end
if frame.present?
data = data.merge(turbo_frame: frame)
end
merged_opts.merge(data: data)
end
end

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@ -1,12 +0,0 @@
class DS::Tab < DesignSystemComponent
attr_reader :id, :label
def initialize(id:, label:)
@id = id
@label = label
end
def call
content
end
end

View file

@ -1,18 +0,0 @@
<%= tag.div data: {
controller: "DS--tabs",
testid: testid,
DS__tabs_session_key_value: session_key,
DS__tabs_url_param_key_value: url_param_key,
DS__tabs_nav_btn_active_class: active_btn_classes,
DS__tabs_nav_btn_inactive_class: inactive_btn_classes
} do %>
<% if unstyled? %>
<%= content %>
<% else %>
<%= nav %>
<% panels.each do |panel| %>
<%= panel %>
<% end %>
<% end %>
<% end %>

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