Group users by family in /admin/users (#1139)

* Display user admins grouped

* Start family/groups collapsed

* Sort by number of transactions

* Display subscription status

* Fix tests

* Use Stimulus
This commit is contained in:
Juan José Mata
2026-03-06 23:38:25 +01:00
committed by GitHub
parent 388f249e4e
commit 7fce804c89
4 changed files with 139 additions and 100 deletions

View File

@@ -13,7 +13,7 @@ module Admin
scope = scope.where(role: params[:role]) if params[:role].present?
scope = apply_trial_filter(scope) if params[:trial_status].present?
@users = scope.order(
users = scope.order(
Arel.sql(
"CASE " \
"WHEN subscriptions.status = 'trialing' THEN 0 " \
@@ -23,14 +23,18 @@ module Admin
)
)
family_ids = @users.map(&:family_id).uniq
family_ids = users.map(&:family_id).uniq
@accounts_count_by_family = Account.where(family_id: family_ids).group(:family_id).count
@entries_count_by_family = Entry.joins(:account).where(accounts: { family_id: family_ids }).group("accounts.family_id").count
user_ids = @users.map(&:id).uniq
user_ids = users.map(&:id).uniq
@last_login_by_user = Session.where(user_id: user_ids).group(:user_id).maximum(:created_at)
@sessions_count_by_user = Session.where(user_id: user_ids).group(:user_id).count
@families_with_users = users.group_by(&:family).sort_by do |family, _users|
-(@entries_count_by_family[family.id] || 0)
end
@trials_expiring_in_7_days = Subscription
.where(status: :trialing)
.where(trial_ends_at: Time.current..7.days.from_now)

View File

@@ -43,80 +43,110 @@
</div>
</div>
<!-- Users table -->
<!-- Families/Groups & Users -->
<div>
<h2 class="text-lg font-semibold text-primary mb-3"><%= t(".section_title") %></h2>
<div class="bg-container-inset rounded-lg overflow-hidden">
<% if @users.any? %>
<table class="w-full">
<thead class="bg-surface-default border-b border-primary">
<tr>
<th class="px-4 py-3 text-left text-xs font-medium text-secondary uppercase"><%= t(".table.user") %></th>
<th class="px-4 py-3 text-left text-xs font-medium text-secondary uppercase"><%= t(".table.trial_ends_at") %></th>
<th class="px-4 py-3 text-right text-xs font-medium text-secondary uppercase"><%= t(".table.family_accounts") %></th>
<th class="px-4 py-3 text-right text-xs font-medium text-secondary uppercase"><%= t(".table.family_transactions") %></th>
<th class="px-4 py-3 text-right text-xs font-medium text-secondary uppercase"><%= t(".table.role") %></th>
</tr>
</thead>
<tbody class="divide-y divide-primary">
<% @users.each do |user| %>
<tr>
<td class="px-4 py-3">
<div class="flex items-center gap-3">
<div class="w-8 h-8 rounded-full bg-surface flex items-center justify-center shrink-0">
<span class="text-sm font-medium text-primary"><%= user.initials %></span>
</div>
<div>
<p class="font-medium text-primary"><%= user.display_name %></p>
<p class="text-sm text-secondary"><%= user.email %></p>
<p class="text-xs text-secondary mt-1 space-y-0.5">
<span class="block"><%= t(".table.last_login") %>: <%= @last_login_by_user[user.id]&.to_fs(:long) || t(".table.never") %></span>
<span class="block"><%= t(".table.session_count") %>: <%= number_with_delimiter(@sessions_count_by_user[user.id] || 0) %></span>
</p>
</div>
</div>
</td>
<td class="px-4 py-3 text-sm text-primary whitespace-nowrap">
<%= user.family.subscription&.trial_ends_at&.to_fs(:long) || t(".not_available") %>
</td>
<td class="px-4 py-3 text-sm text-primary text-right whitespace-nowrap">
<%= number_with_delimiter(@accounts_count_by_family[user.family_id] || 0) %>
</td>
<td class="px-4 py-3 text-sm text-primary text-right whitespace-nowrap">
<%= number_with_delimiter(@entries_count_by_family[user.family_id] || 0) %>
</td>
<td class="px-4 py-3 text-right">
<% if user.id == Current.user.id %>
<span class="text-sm text-secondary"><%= t(".you") %></span>
<% else %>
<%= form_with model: [:admin, user], method: :patch, class: "flex items-center justify-end gap-2" do |form| %>
<%= form.select :role,
options_for_select([
[t(".roles.guest"), "guest"],
[t(".roles.member", default: "Member"), "member"],
[t(".roles.admin"), "admin"],
[t(".roles.super_admin"), "super_admin"]
], user.role),
{},
class: "text-sm rounded-lg border border-primary bg-container text-primary px-2 py-1",
onchange: "this.form.requestSubmit()" %>
<% end %>
<% if @families_with_users.any? %>
<div class="space-y-4">
<% @families_with_users.each do |family, users| %>
<details class="bg-container-inset rounded-lg overflow-hidden group">
<summary class="flex items-center justify-between gap-4 px-4 py-3 cursor-pointer select-none hover:bg-surface-hover">
<div class="flex items-center gap-3">
<%= icon "users", class: "w-5 h-5 text-secondary shrink-0" %>
<div>
<p class="font-semibold text-primary"><%= family.name.presence || t(".unnamed_family") %></p>
<p class="text-xs text-secondary">
<%= t(".family_summary",
members: users.size,
accounts: number_with_delimiter(@accounts_count_by_family[family.id] || 0),
transactions: number_with_delimiter(@entries_count_by_family[family.id] || 0)) %>
</p>
</div>
</div>
<div class="flex items-center gap-4 shrink-0">
<% sub = family.subscription %>
<% if sub&.trialing? %>
<span class="text-xs text-secondary">
<%= t(".table.trial_ends_at") %>: <%= sub.trial_ends_at&.to_fs(:long) || t(".not_available") %>
</span>
<% elsif sub %>
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium
<%= sub.active? ? 'bg-green-100 text-green-800' : 'bg-surface text-secondary' %>">
<%= sub.status.humanize %>
</span>
<% else %>
<span class="text-xs text-secondary"><%= t(".no_subscription") %></span>
<% end %>
<%= icon "chevron-down", class: "w-4 h-4 text-secondary transition-transform group-open:rotate-180" %>
</div>
</summary>
<div class="border-t border-primary">
<table class="w-full">
<thead class="bg-surface-default border-b border-primary">
<tr>
<th class="px-4 py-2 text-left text-xs font-medium text-secondary uppercase"><%= t(".table.user") %></th>
<th class="px-4 py-2 text-left text-xs font-medium text-secondary uppercase"><%= t(".table.last_login") %></th>
<th class="px-4 py-2 text-right text-xs font-medium text-secondary uppercase"><%= t(".table.session_count") %></th>
<th class="px-4 py-2 text-right text-xs font-medium text-secondary uppercase"><%= t(".table.role") %></th>
</tr>
</thead>
<tbody class="divide-y divide-primary">
<% users.each do |user| %>
<tr>
<td class="px-4 py-3">
<div class="flex items-center gap-3">
<div class="w-8 h-8 rounded-full bg-surface flex items-center justify-center shrink-0">
<span class="text-sm font-medium text-primary"><%= user.initials %></span>
</div>
<div>
<p class="font-medium text-primary"><%= user.display_name %></p>
<p class="text-sm text-secondary"><%= user.email %></p>
</div>
</div>
</td>
<td class="px-4 py-3 text-sm text-primary whitespace-nowrap">
<%= @last_login_by_user[user.id]&.to_fs(:long) || t(".table.never") %>
</td>
<td class="px-4 py-3 text-sm text-primary text-right whitespace-nowrap">
<%= number_with_delimiter(@sessions_count_by_user[user.id] || 0) %>
</td>
<td class="px-4 py-3 text-right">
<% if user.id == Current.user.id %>
<span class="text-sm text-secondary"><%= t(".you") %></span>
<% else %>
<%= form_with model: [:admin, user], method: :patch, class: "flex items-center justify-end gap-2", data: { controller: "auto-submit-form" } do |form| %>
<%= form.select :role,
options_for_select([
[t(".roles.guest"), "guest"],
[t(".roles.member", default: "Member"), "member"],
[t(".roles.admin"), "admin"],
[t(".roles.super_admin"), "super_admin"]
], user.role),
{},
class: "text-sm rounded-lg border border-primary bg-container text-primary px-2 py-1",
data: { auto_submit_form_target: "auto" } %>
<% end %>
<% end %>
</td>
</tr>
<% end %>
</td>
</tr>
<% end %>
</tbody>
</table>
<% else %>
<div class="p-8 text-center">
<%= icon "users", class: "w-12 h-12 mx-auto text-secondary mb-3" %>
<p class="text-secondary"><%= t(".no_users") %></p>
</div>
<% end %>
</div>
</tbody>
</table>
</div>
</details>
<% end %>
</div>
<% else %>
<div class="bg-container-inset rounded-lg p-8 text-center">
<%= icon "users", class: "w-12 h-12 mx-auto text-secondary mb-3" %>
<p class="text-secondary"><%= t(".no_users") %></p>
</div>
<% end %>
</div>
<%= settings_section title: t(".role_descriptions_title"), collapsible: true, open: false do %>
<%= settings_section title: t(".role_descriptions_title"), collapsible: true, open: true do %>
<div class="space-y-3 text-sm">
<div class="flex items-start gap-3">
<span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-surface text-primary shrink-0">

View File

@@ -5,11 +5,14 @@ en:
index:
title: "User Management"
description: "Manage user roles for your instance. Super admins can access SSO provider settings and user management."
section_title: "Users"
section_title: "Families / Groups"
you: "(You)"
trial_ends_at: "Trial ends"
not_available: "n/a"
no_users: "No users found."
unnamed_family: "Unnamed Family/Group"
no_subscription: "No subscription"
family_summary: "%{members} members · %{accounts} accounts · %{transactions} transactions"
filters:
role: "Role"
role_all: "All roles"

View File

@@ -5,43 +5,45 @@ class Admin::UsersControllerTest < ActionDispatch::IntegrationTest
sign_in users(:sure_support_staff)
end
test "index sorts users by subscription trial end date with nils last" do
user_with_trial = User.find_by!(email: "user1@example.com")
user_without_trial = User.find_by!(email: "bob@bobdylan.com")
test "index groups users by family sorted by transaction count" do
family_with_more = users(:family_admin).family
family_with_fewer = users(:empty).family
user_with_trial.family.subscription&.destroy
Subscription.create!(
family_id: user_with_trial.family_id,
status: :trialing,
trial_ends_at: 2.days.from_now
)
user_without_trial.family.subscription&.destroy
Subscription.create!(
family_id: user_without_trial.family_id,
status: :active,
trial_ends_at: nil,
stripe_id: "cus_test_#{user_without_trial.family_id}"
)
account = Account.create!(family: family_with_more, name: "Test", balance: 0, currency: "USD", accountable: Depository.new)
3.times { |i| account.entries.create!(name: "Txn #{i}", date: Date.current, amount: 10, currency: "USD", entryable: Transaction.new) }
get admin_users_url
assert_response :success
body = response.body
trial_user_index = body.index("user1@example.com")
no_trial_user_index = body.index("bob@bobdylan.com")
more_idx = body.index(family_with_more.name)
fewer_idx = body.index(family_with_fewer.name)
assert_not_nil trial_user_index
assert_not_nil no_trial_user_index
assert_operator trial_user_index, :<, no_trial_user_index,
"User with trialing subscription (user1@example.com) should appear before user with non-trial subscription (bob@bobdylan.com)"
assert_not_nil more_idx
assert_not_nil fewer_idx
assert_operator more_idx, :<, fewer_idx,
"Family with more transactions should appear before family with fewer"
end
test "index shows n/a when trial end date is unavailable" do
get admin_users_url
test "index shows subscription status for families" do
family = users(:family_admin).family
family.subscription&.destroy
Subscription.create!(
family_id: family.id,
status: :active,
stripe_id: "cus_test_#{family.id}"
)
get admin_users_url
assert_response :success
assert_match(/n\/a/, response.body, "Page should show n/a for users without trial end date")
assert_match(/Active/, response.body, "Page should show subscription status for families with active subscriptions")
end
test "index shows no subscription label for families without subscription" do
users(:family_admin).family.subscription&.destroy
get admin_users_url
assert_response :success
assert_match(/No subscription/, response.body, "Page should show 'No subscription' for families without one")
end
end