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Add family moniker selection and dynamic UI labels (#981)

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* Add family moniker selection and dynamic UI labels

Introduce a Family moniker persisted in the database with allowed values Family/Group, add required onboarding selection for it, and thread moniker-aware copy through key user-facing views and locales. Also add helper methods and tests for onboarding form presence and family moniker behavior.

* Small copy edits/change moniker question order

* Conditional Group/Family onboarding flow fixes

* Fix label

* Grouping of fields

* Profile Info page Group/Family changes

* Only admins can change Group/Family moniker

* Repetitive defaults

* Moniker in Account model

* Moniker in User model

* Auth fix

* Sure product is also a moniker

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
Juan José Mata
2026-02-13 19:30:29 +01:00
committed by GitHub
parent d9acf19038
commit 868a0ae4d8
26 changed files with 180 additions and 29 deletions
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15
app/controllers/users_controller.rb
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@@ -12,6 +12,7 @@ class UsersController < ApplicationController
def update
@user = Current.user
return if moniker_change_requested? && !ensure_admin
if email_changed?
if @user.initiate_email_change(user_params[:email])
@@ -106,7 +107,7 @@ class UsersController < ApplicationController
params.require(:user).permit(
:first_name, :last_name, :email, :profile_image, :redirect_to, :delete_profile_image, :onboarded_at,
:show_sidebar, :default_period, :default_account_order, :show_ai_sidebar, :ai_enabled, :theme, :set_onboarding_preferences_at, :set_onboarding_goals_at, :locale,
family_attributes: [ :name, :currency, :country, :date_format, :timezone, :locale, :month_start_day, :id ],
family_attributes: [ :name, :currency, :country, :date_format, :timezone, :locale, :month_start_day, :moniker, :id ],
goals: []
)
end
@@ -115,7 +116,17 @@ class UsersController < ApplicationController
@user = Current.user
end
def moniker_change_requested?
requested_moniker = params.dig(:user, :family_attributes, :moniker)
return false if requested_moniker.blank?
requested_moniker != Current.family.moniker
end
def ensure_admin
redirect_to settings_profile_path, alert: I18n.t("users.reset.unauthorized") unless Current.user.admin?
return true if Current.user.admin?
redirect_to settings_profile_path, alert: I18n.t("users.reset.unauthorized")
false
end
end