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

* 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

View File

@@ -6,7 +6,7 @@
<% dialog.with_body do %>
<% if @available_simplefin_accounts.blank? %>
<div class="p-4 text-sm text-secondary">
<p class="mb-2"><%= t("simplefin_items.select_existing_account.no_accounts_found") %></p>
<p class="mb-2"><%= t("simplefin_items.select_existing_account.no_accounts_found", moniker: family_moniker_downcase) %></p>
<ul class="list-disc list-inside space-y-1">
<li><%= t("simplefin_items.select_existing_account.wait_for_sync") %></li>
<li><%= t("simplefin_items.select_existing_account.check_provider_health") %></li>