Commit Graph
6 Commits
Author SHA1 Message Date
bb835b9793 feat: Super Admins can Delete Users and Modify Families/Groups (#2868)
* Add admin family management features and tests

- Implement FamiliesController with destroy action to delete unused families.
- Add localization for success and error messages related to family deletion.
- Create FamiliesControllerTest to ensure proper functionality of family deletion.
- Update UserPolicyTest to include permissions for super admins to delete users.
- Enhance UsersControllerTest with tests for user family management, including moving users between families and creating new families.

* feat(users): enhance user management with family transfer validation and improved delete warnings

* Simplify user management actions column and combine family options

Move heavy user edit forms from table rows into a DS::Popover action
menu, add role badges to the user column, combine family migration and
creation inputs with a Stimulus controller, enable self-family
transfer for super admins, and add safety guards against demoting the
last super admin in the system.

* feat: add authentication type pills to admin user index to display SSO and local login status

* Add set password feature for local users in admin user management

- Add password field in action popover for users with local password login
- Enforce all registration password criteria (min 8 chars, mixed case, digit, special char)
- Block simultaneous family and password updates with clear error
- Show descriptive success notifications (role, password, both, family)
- Ignore password param for SSO-only users
- Add comprehensive tests for all password validation paths

* Resolve DS Drift Patrol findings and CI scan failures

- Wrap auth-type pills in DS::Tooltip instead of native title= attribute

- Add actions.manage_user key to locale and drop redundant default: fallbacks

- Fix RuboCop style offenses in Admin::UsersController

- Update Brakeman ignore entry fingerprint for Admin::UsersController#user_params

* fix: update badge query to target DS::Pill structure

* Fix DS::Tooltip misuse hiding SSO auth-type pill in admin users view

The SSO pill was passed as a block to DS::Tooltip, which caused it to
render inside the hidden div[role="tooltip"] instead of being visible.
The text: option ("SSO Provider: ...") was also silently ignored because
tooltip_content returns content (the block) over @text when a block is
given.

Fix: render the SSO/Local+SSO pill directly as visible content and pass
DS::Tooltip with no block so text: is used as the tooltip popup. An info
icon now appears next to the pill and shows the provider name on hover.

Fixes test: Admin::UsersControllerTest#test_index_renders_auth_type_pills_for_local_and_sso_users

* Remove redundant default: fallback from role pill i18n lookup

All admin.users.index.roles.{guest,member,admin,super_admin} keys are
defined in the locale file and used elsewhere in the same view without
a default:. The fallback was redundant for every valid role and would
silently mask a missing or renamed key instead of raising in
development.

Drop the default: user.role.humanize argument so that any future
missing key surfaces immediately as I18n::MissingTranslationData.

* Revert unrelated JS/schema/split churn; fix transfer_to_family! default role

- Revert 62 JS files (Biome formatter and unrelated controller changes)
- Revert db/schema.rb dump churn (no new migrations in this branch)
- Revert unrelated split transaction view changes (edit/new.html.erb)
- Fix User#transfer_to_family! role default: role: role evaluates to nil
  when omitted; use explicit self.role to read model attribute

Keeps the PR focused on user/family management (~18-20 files).

* Fix last login and session count in admin user management

Store last_login_at and sessions_count directly on the users table
so they remain accurate after a user logs out.

- Add migration to add last_login_at (datetime) and sessions_count
  (integer, default 0) columns to users, with backfill from sessions
- Add counter_cache: :sessions_count to Session#belongs_to :user so
  the count auto-increments/decrements on session create/destroy
- Add after_create callback on Session to stamp user.last_login_at
- Update Admin::UsersController to read both values from users table
  instead of aggregating Session rows (which disappear on logout)

* Fix user management PR pending CI items

* Keep test current session after sign in

* Address PR review comments for user transfers

* refactor: update user removal label to "Delete User" and standardize component attribute naming

* Address PR Review Feedback for User Management

* test: Fix families and users controller tests for user management PR

* Limit PR 2868 schema diff

* Fix PR 2868 user management CI failures

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: sure-admin <sure-admin@splashblot.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-08-28 23:10:09 +02:00
fd01a5b3dc fix(accounts): remember transaction page size across account navigation (#3084)
* fix(accounts): remember transaction page size across account navigation

per_page was only ever read from the current request's query string, so
switching accounts always reset the activity feed back to 10 entries.
Reuses TransactionsController's existing prev_transaction_page_params
session store so the chosen page size applies consistently on both the
account detail page and the global transactions page.

Closes #3082

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(accounts): validate stored per_page and preserve it across filtered requests

Addresses review feedback on #3084: safe_per_page now validates the
stored default against the allowed values (a raw stored value like
"1" was previously passed through unchecked), TransactionsController
no longer wipes the remembered per_page when a request supplies
filters but omits per_page, and Session#prev_transaction_page_params
normalizes a NULL value to an empty hash.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* fix(transactions): use stored per_page as pagy fallback on filtered requests

store_params! already preserved the previously-selected per_page in the
session when a filtered request (e.g. dashboard money-flow links) omitted
it, but TransactionsController#index still called safe_per_page with its
hardcoded default of 10, so the stored preference was never applied to the
actual page rendered.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

---------

Co-authored-by: Gerald <248542187+gfr-free@users.noreply.github.com>
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-20 01:52:00 +02:00
soky srmandJuan José Mata 696ff0966b Initial security fixes (#461)
* Initial sec

* Update PII fields

* FIX add tests

* FIX safely read plaintext data on rake backfill

* Update user.rb

* FIX tests

* encryption_ready? block

* Test conditional to encryption on

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-23 22:05:28 +01:00
Zach Gollwitzer 10dd9e061a Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00
Josh PigfordandZach Gollwitzer c7c281073f Impersonation (#1325)
* Initial impersonation

* Impersonation audit

* Keep super admin separate

* Remove vscode settings

* Comment cleanup

* Comment out impersonation fixtures for now

* Remove unused controlelr

* Add impersonation testing (#1326)

* Add impersonation testing

* Remove unused method

* Update schema.rb

* Update brakeman

---------

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
2024-10-18 11:26:58 -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