Add default family selection for invite-only onboarding mode (#1174)

* Add default family selection for invite-only onboarding mode

When onboarding is set to invite-only, admins can now choose a default
family that new users without an invitation are automatically placed into
as members, instead of creating a new family for each signup.

https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx

* Restrict invite codes and onboarding settings to super_admin only

The Invite Codes section on /settings/hosting was visible to any
authenticated user via the show action, leaking all family names/IDs
through the default-family dropdown. This tightens access:

- Hide the entire Invite Codes section in the view behind super_admin?
- Add before_action :ensure_super_admin to InviteCodesController for
  all actions (index, create, destroy), replacing the inline admin? check
- Add ensure_super_admin_for_onboarding filter on hostings#update that
  blocks non-super_admin users from changing onboarding_state or
  invite_only_default_family_id

https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx

* Fix tests for super_admin-only invite codes and onboarding settings

- Hostings controller test: sign in as sure_support_staff (super_admin)
  for the onboarding_state update test, since ensure_super_admin_for_onboarding
  now requires super_admin role
- Invite codes tests: use super_admin fixture for the success case and
  verify that a regular admin gets redirected instead of raising StandardError

https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx

* Fix system test to use super_admin for self-hosting settings

The invite codes section is now only visible to super_admin users,
so the system test needs to sign in as sure_support_staff to find
the onboarding_state select element.

https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx

* Skip invite code requirement when a default family is configured

When onboarding is invite-only but a default family is set, the
claim_invite_code before_action was blocking registration before
the create action could assign the user to the default family.
Now invite_code_required? returns false when
invite_only_default_family_id is present, allowing codeless
signups to land in the configured default family.

https://claude.ai/code/session_01U9KgikKjV6xbyBZ5wMYsYx

---------

Co-authored-by: Claude <noreply@anthropic.com>
This commit is contained in:
Juan José Mata
2026-03-10 18:12:53 +01:00
committed by GitHub
parent 674799a6e0
commit 7ae9077935
11 changed files with 67 additions and 10 deletions

View File

@@ -4,6 +4,7 @@ class Settings::HostingsController < ApplicationController
guard_feature unless: -> { self_hosted? }
before_action :ensure_admin, only: [ :update, :clear_cache, :disconnect_external_assistant ]
before_action :ensure_super_admin_for_onboarding, only: :update
def show
@breadcrumbs = [
@@ -43,6 +44,11 @@ class Settings::HostingsController < ApplicationController
Setting.require_email_confirmation = hosting_params[:require_email_confirmation]
end
if hosting_params.key?(:invite_only_default_family_id)
value = hosting_params[:invite_only_default_family_id].presence
Setting.invite_only_default_family_id = value
end
if hosting_params.key?(:brand_fetch_client_id)
Setting.brand_fetch_client_id = hosting_params[:brand_fetch_client_id]
end
@@ -160,7 +166,7 @@ class Settings::HostingsController < ApplicationController
private
def hosting_params
return ActionController::Parameters.new unless params.key?(:setting)
params.require(:setting).permit(:onboarding_state, :require_email_confirmation, :brand_fetch_client_id, :brand_fetch_high_res_logos, :twelve_data_api_key, :openai_access_token, :openai_uri_base, :openai_model, :openai_json_mode, :exchange_rate_provider, :securities_provider, :syncs_include_pending, :auto_sync_enabled, :auto_sync_time, :external_assistant_url, :external_assistant_token, :external_assistant_agent_id)
params.require(:setting).permit(:onboarding_state, :require_email_confirmation, :invite_only_default_family_id, :brand_fetch_client_id, :brand_fetch_high_res_logos, :twelve_data_api_key, :openai_access_token, :openai_uri_base, :openai_model, :openai_json_mode, :exchange_rate_provider, :securities_provider, :syncs_include_pending, :auto_sync_enabled, :auto_sync_time, :external_assistant_url, :external_assistant_token, :external_assistant_agent_id)
end
def update_assistant_type
@@ -175,6 +181,12 @@ class Settings::HostingsController < ApplicationController
redirect_to settings_hosting_path, alert: t(".not_authorized") unless Current.user.admin?
end
def ensure_super_admin_for_onboarding
onboarding_params = %i[onboarding_state invite_only_default_family_id]
return unless onboarding_params.any? { |p| hosting_params.key?(p) }
redirect_to settings_hosting_path, alert: t(".not_authorized") unless Current.user.super_admin?
end
def sync_auto_sync_scheduler!
AutoSyncScheduler.sync!
rescue StandardError => error