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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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5
db/migrate/20260211101500_add_moniker_to_families.rb Normal file
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@@ -0,0 +1,5 @@
class AddMonikerToFamilies < ActiveRecord::Migration[7.2]
def change
add_column :families, :moniker, :string, null: false, default: "Family"
end
end

1
db/schema.rb generated
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@@ -501,6 +501,7 @@ ActiveRecord::Schema[7.2].define(version: 2026_02_11_120001) do
t.boolean "recurring_transactions_disabled", default: false, null: false
t.integer "month_start_day", default: 1, null: false
t.string "vector_store_id"
t.string "moniker", default: "Family", null: false
t.check_constraint "month_start_day >= 1 AND month_start_day <= 28", name: "month_start_day_range"
end