Commit Graph

16 Commits

Author SHA1 Message Date
Josh
97391a27ba Share family accounts with invited members on every sign-up path (#2650)
* fix: share family accounts with invited members on every sign-up path

A user who joined an existing family through an invitation was added to the
family but saw none of its accounts, even when the family's default sharing is
"share with all members". Only Invitation#accept_for created the AccountShare
records; the OIDC just-in-time sign-up, invite-token registration, and mobile
SSO onboarding paths all skipped it, so invitees landed in the family with an
empty account list. Signups routed into an invite-only default family had the
same gap.

Extract the sharing into Family#auto_share_existing_accounts_with, the single
entry point for "a member just joined, apply the family's sharing policy". It
honors default_account_sharing, only shares with a persisted member of the
family, grants read_only to guests and read_write to everyone else, excludes
accounts the user already owns, and is idempotent. accept_for and every
sign-up path call it, so no current or future join path can reintroduce the
empty-account bug or share accounts across families.

Also wrap the two SSO account-creation paths (OIDC JIT and mobile SSO) in a
transaction covering the user save, invitation acceptance, account sharing, and
identity creation, so a failure partway through can no longer leave a
half-onboarded user with no linked identity.

* address review: guest read_only symmetric in auto_share_with_family!, load-bearing guard comment, mobile SSO private-no-op test
2026-07-14 01:39:26 +02:00
francmart514
dfe1977938 Fix invite code being consumed on failed registration in invite-only mode (#1576)
* Fix:Bug:invite-code-inproper-burn

* added docstring according to coderabbitai warning

* updated feedback for merge
2026-04-29 18:54:23 +02:00
Juan José Mata
705b5a8b26 First cut of a simplified "intro" UI layout (#265)
* First cut of a simplified "intro" UI layout

* Linter

* Add guest role and intro-only access

* Fix guest role UI defaults (#940)

Use enum predicate to avoid missing role helper.

* Remove legacy user role mapping (#941)

Drop the unused user role references in role normalization
and SSO role mapping forms to avoid implying a role that
never existed.

Refs: #0

* Remove role normalization (#942)

Remove role normalization

Roles are now stored directly without legacy mappings.

* Revert role mapping logic

* Remove `normalize_role_settings`

* Remove unnecessary migration

* Make `member` the default

* Broken `.erb`

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-09 11:09:25 +01:00
LPW
9792ab838f Make first user of instance automatically super_admin (#655)
* Implement dynamic role assignment for new family creators.

Introduced `User.role_for_new_family_creator` to assign `super_admin` to the first user of an instance and a configurable fallback role (e.g., `admin`) to subsequent users. Updated controllers and tests accordingly.

* Update default fallback role for family creators to admin.

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-16 21:27:55 +01:00
neo773
65e1bc6edd Feature: Implement Mobile Responsiveness (#2092)
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* fix conflict

* fix conflict

* chore: run rubocop

* fix test

* update PWA logo

* fix tests

* chore: lint

* fix test

* Refactor: Remove duplicate data attribute in activity partial and add chat form rendering in chats index

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Co-authored-by: Josh Pigford <josh@joshpigford.com>
2025-04-18 08:23:10 -05:00
Zach Gollwitzer
77def1db40 Nested Categories (#1561)
* Prepare entry search for nested categories

* Subcategory implementation

* Remove caching for test stability
2024-12-20 11:37:26 -05:00
Zach Gollwitzer
1ffa13f3b3 Use DB for auth sessions (#1233)
* DB sessions

* Validations for profile image
2024-10-03 14:42:22 -04:00
Tony Vincent
75ded1c18f Set last_login_at only at login instead of every single action (#1017) 2024-07-22 09:37:03 -04:00
Zach Gollwitzer
2681dd96b1 Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
Zach Gollwitzer
5dfbba403a Test environment stability improvements (#703)
* Add climate_control gem and test helper

* Replace ENV mods in upgrades test

* Replace ENV mods in registrations test

* Remove ENV references in hostings controller

* Update ENV refs in mailer test

* ActiveStorage cleanup

* Consolidate queue config so appropriate adapter runs in test environment

* Make test environment more explicit

* Centralize self hosting config

* Remove flaky system test
2024-05-02 13:18:18 -04:00
Zach Gollwitzer
5aca2ff9b6 Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00
Jakub Kottnauer
90d0cc0c39 Add backend support for transaction categories (#524)
* Add backend support for transaction categories

* Fix tests

* Localize default category names

* Add tests

* Remove category icon and set default color
2024-03-07 13:15:50 -05:00
Jose Farias
78c84c5028 Pull out in_hosted_app helper 2024-02-02 19:48:45 -06:00
Jose Farias
3852b79121 Use consistent language for invite codes 2024-02-02 19:37:10 -06:00
Jose Farias
5eb6418f01 Assert redirection in registration test 2024-02-02 18:24:22 -06:00
Jose Farias
b3a792c47d Implement invitation codes 2024-02-02 17:55:27 -06:00