Add new settings sections and update tests (#278)

* Add new settings sections and update tests

Added 'Recurring', 'LLM Usage', and 'Providers' sections to the settings navigation in SettingsHelper. Updated system tests to include these new sections and added missing entries for 'Billing', 'Self-Hosting', 'Imports', and 'SimpleFin' to ensure test coverage matches the navigation.

* Fix tests

* fix test

* Restrict advanced settings to admin users

Added `admin_user?` and `self_hosted_and_admin?` helper methods. Advanced settings menu items now require admin privileges, and self-hosting settings require both self-hosted and admin status.

* Show admin-only settings links for admin users

Moved admin-specific settings links to be conditionally added only for admin users in the settings system test. This ensures that non-admin users do not see admin-only settings options during tests.

* Update settings_test.rb

* Update settings_test.rb

* Update en.yml

* Update settings_helper.rb

* Update settings_test.rb

* Update settings_test.rb

* Rename 'Recurring Transactions' to 'Recurring' in settings

Revert the label 'Recurring Transactions' to 'Recurring' in the settings navigation, locale file, and related system test to simplify terminology and improve consistency.

* Minor formatting update in settings test

No functional changes; adjusted whitespace in the admin settings links array for consistency.

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
Mark Hendriksen
2025-11-08 13:54:56 +01:00
committed by GitHub
parent b533a9b9b7
commit a8f5afc351
3 changed files with 45 additions and 8 deletions

View File

@@ -12,12 +12,15 @@ module SettingsHelper
{ name: "Tags", path: :tags_path },
{ name: "Rules", path: :rules_path },
{ name: "Merchants", path: :family_merchants_path },
{ name: "Recurring", path: :recurring_transactions_path },
# Advanced section
{ name: "AI Prompts", path: :settings_ai_prompts_path },
{ name: "API Key", path: :settings_api_key_path },
{ name: "Self-Hosting", path: :settings_hosting_path, condition: :self_hosted? },
{ name: "Imports", path: :imports_path },
{ name: "SimpleFin", path: :simplefin_items_path },
{ name: "AI Prompts", path: :settings_ai_prompts_path, condition: :admin_user? },
{ name: "LLM Usage", path: :settings_llm_usage_path, condition: :admin_user? },
{ name: "API Key", path: :settings_api_key_path, condition: :admin_user? },
{ name: "Self-Hosting", path: :settings_hosting_path, condition: :self_hosted_and_admin? },
{ name: "Providers", path: :settings_providers_path, condition: :admin_user? },
{ name: "Imports", path: :imports_path, condition: :admin_user? },
{ name: "SimpleFin", path: :simplefin_items_path, condition: :admin_user? },
# More section
{ name: "Guides", path: :settings_guides_path },
{ name: "What's new", path: :changelog_path },
@@ -70,4 +73,12 @@ module SettingsHelper
def not_self_hosted?
!self_hosted?
end
def admin_user?
Current.user&.admin? == true
end
def self_hosted_and_admin?
self_hosted? && admin_user?
end
end

View File

@@ -22,7 +22,7 @@ nav_sections = [
]
},
(
Current.user.admin? ? {
Current.user&.admin? ? {
header: t(".advanced_section_title"),
items: [
{ label: t(".ai_prompts_label"), path: settings_ai_prompts_path, icon: "bot" },

View File

@@ -4,6 +4,7 @@ class SettingsTest < ApplicationSystemTestCase
setup do
sign_in @user = users(:family_admin)
# Base settings available to all users
@settings_links = [
[ "Accounts", accounts_path ],
[ "Bank Sync", settings_bank_sync_path ],
@@ -14,12 +15,18 @@ class SettingsTest < ApplicationSystemTestCase
[ "Tags", tags_path ],
[ "Rules", rules_path ],
[ "Merchants", family_merchants_path ],
[ "AI Prompts", settings_ai_prompts_path ],
[ "API Key", settings_api_key_path ],
[ "Guides", settings_guides_path ],
[ "What's new", changelog_path ],
[ "Feedback", feedback_path ]
]
# Add admin settings if user is admin
if @user.admin?
@settings_links += [
[ "AI Prompts", settings_ai_prompts_path ],
[ "API Key", settings_api_key_path ]
]
end
end
test "can access settings from sidebar" do
@@ -62,6 +69,25 @@ class SettingsTest < ApplicationSystemTestCase
assert_no_selector "li", text: I18n.t("settings.settings_nav.billing_label")
end
test "does not show admin settings to non-admin users" do
VCR.use_cassette("git_repository_provider/fetch_latest_release_notes") do
# Visit accounts path directly as non-admin user to avoid user menu issues
visit new_session_path
within %(form[action='#{sessions_path}']) do
fill_in "Email", with: users(:family_member).email
fill_in "Password", with: user_password_test
click_on "Log in"
end
# Go directly to accounts (settings) page
visit accounts_path
# Assert that admin-only settings are not present in the navigation
assert_no_selector "li", text: "AI Prompts"
assert_no_selector "li", text: "API Key"
end
end
private
def open_settings_from_sidebar