Commit Graph

13 Commits

Author SHA1 Message Date
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`

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2026-02-09 11:09:25 +01:00
Juan José Mata
0fb9d60ee6 Use dependent: :purge_later for ActiveRecord attachments (#882)
* Use dependent: :purge_later for user profile_image cleanup

This is a simpler alternative to PR #787's callback-based approach.
Instead of adding a custom callback and method, we use Rails' built-in
`dependent: :purge_later` option which is already used by FamilyExport
and other models in the codebase.

This single-line change ensures orphaned ActiveStorage attachments are
automatically purged when a user is destroyed, without the overhead of
querying all attachments manually.

https://claude.ai/code/session_01Np3deHEAJqCBfz3aY7c3Tk

* Add dependent: :purge_later to all ActiveStorage attachments

Extends the attachment cleanup from PR #787 to cover ALL models with
ActiveStorage attachments, not just User.profile_image.

Models updated:
- PdfImport.pdf_file - prevents orphaned PDF files from imports
- Account.logo - prevents orphaned account logos
- PlaidItem.logo, SimplefinItem.logo, SnaptradeItem.logo,
  CoinstatsItem.logo, CoinbaseItem.logo, LunchflowItem.logo,
  MercuryItem.logo, EnableBankingItem.logo - prevents orphaned
  provider logos

This ensures that when a family is deleted (cascade from last user
purge), all associated storage files are properly cleaned up via
Rails' built-in dependent: :purge_later mechanism.

https://claude.ai/code/session_01Np3deHEAJqCBfz3aY7c3Tk

* Make sure `Provider` generator adds it

* Fix tests

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-02-03 15:45:25 +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.

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-16 21:27:55 +01:00
LPW
02e203e8ee Add security measures for SSO-only users: block password resets, enforce SSO authentication, and refactor validations for JIT provisioning. (#569)
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2026-01-07 20:17:23 +01:00
soky srm
db8353e895 Initial implementation of collapsible sections and re-order feature (#355)
* Initial implementation

* Add support for reports section too

* UI Improvement

now it looks a lot nicer :)

* Remove duplicate section titles

* FIX malformed DIV

* Add accessibility and touch support

WCAG 2.1 Level AA Compliant
  - Keyboard operable (Success Criterion 2.1.1)
  - Focus visible (Success Criterion 2.4.7)
  - Name, Role, Value (Success Criterion 4.1.2)

 Screen Reader Support
  - Clear instructions in aria-label
  - Proper semantic roles
  - State changes announced via aria-grabbed

* Add proper UI for tab highlight

* Add keyboard support to collapse also

* FIX js errors

* Fix rabbit

* FIX we don't need the html

* FIX CSRF and error handling

* Simplify into one single DB migration

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-26 17:51:38 +01:00
Juan José Mata
5706280dd7 More rebranding changes (#159)
* Replace Maybe for Sure in select code areas

* Make sure passwords are consistent

* Remove (admin|member) from demo data first name

* Database and schema names finally to `sure`

* Fix broken test

* Another (benchmarking) database name to `sure_*`

* More rebranding to Sure

* Missed this Maybe mention in the same page

* Random nitpicks and more Maybes

* Demo data accounts and more Maybes

* Test data account updates

* Impersonation test accounts

* Consistency with `compose.example.yml`
2025-09-24 00:19:51 +02:00
Juan José Mata
5d6915a994 Add OpenAI token configuration to self-hosting settings (#122)
* feat: add OpenAI settings partial
2025-08-23 08:04:59 +02:00
Josh Pigford
842e37658c Multi-factor authentication (#1817)
* Initial pass

* Tests for MFA and locale cleanup

* Brakeman

* Update two-factor authentication status styling

* Update app/models/user.rb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Refactor MFA verification and session handling in tests

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2025-02-06 14:16:53 -06:00
Josh Pigford
41873de11d Allow users to update their email address (#1745)
* Change email address

* Email confirmation

* Email change test

* Lint

* Schema reset

* Set test email sender

* Select specific user fixture

* Refactor/cleanup

* Remove unused email_confirmation_token

* Current user would never be true

* Fix translation test failures
2025-01-31 11:29:49 -06:00
Razvan Marescu
93953499a6 Fix profile page on fresh install (#684) 2024-04-27 08:59:02 -04:00
Zach Gollwitzer
7d48c01833 Prepare fixture data for account sync tests (#493)
* Rename account balance field for clarity

`original_balance` and `original_currency` may infer that these values are "original" to the account.  In reality, they represent the "current" balance and currency on the account.

* Prepare fixture data for account sync testing

* Update to new field

* Fix conflicts

* Remove local schema change
2024-02-27 12:43:49 -05:00
Lee McAlilly
69698d0463 Add initial model tests with starter fixtures for User, Family, and Account (#281)
* Add initial user fixture

* Add initial tests for  the User model

* Add initial tests for Family and a valid Account

* Pass rubocop
2024-02-03 13:07:23 -06:00
Josh Pigford
99de24ac70 Initial commit 2024-02-02 09:05:04 -06:00