* feat(budgets): add per-user personal budgets with strict isolation
Families can now opt into personal budgets (toggleable via family
settings): each family member gets their own budget for a given
period instead of sharing a single family-wide budget.
- Add families.personal_budgets flag and budgets.user_id, with
partial unique indexes so shared budgets (user_id IS NULL) and
personal budgets (user_id IS NOT NULL) can't collide.
- Budget.find_or_bootstrap scopes lookup/creation by user when the
family has personal_budgets enabled.
- Scope most_recent_initialized_budget (used to seed a new budget
from the prior period) by user_id so one user's copy-forward never
bleeds into another user's budget.
- budgets.user_id cascades on user deletion so personal budgets don't
outlive their owner.
* feat(budgets): enforce user-specific budget ownership and cascade deletion
* feat(budgets): display user name for personal budgets in budget card on the plan section
* feat(budgets): enhance personal budgets display for admins with preview feature indication
* feat(budgets): enforce user-specific budget and category visibility for personal budgets
* feat(budgets): create budget section titles and add translations notice in preferences
* feat(budgets): let household and personal budgets coexist with sharing
Previously enabling personal_budgets made the shared household budget
unreachable. Budget.find_or_bootstrap now takes an explicit household:
flag so both can be resolved independently for the same period, with a
new household_budget_enabled family setting to opt out of the household
side and keep personal budgets only.
Adds a BudgetShare model (read_only/read_write) so a member can grant
another family member access to their personal budget, enforced via
Budget#viewable_by?/editable_by? across BudgetsController,
BudgetCategoriesController, PlansController, and the read-only API.
Preferences gains a Budget sharing card (gated on preview access like
the rest of the personal budgets UI) and an owner switcher pill (
Household / mine / shared-with-me) appears on the budget page and the
Plan hub card.
Also fixes personal budgets showing the same "actual spending" as the
household budget: actual spending/income now scope to the budget
owner's own accounts instead of the viewer's full accessible set,
via a new accounts: override on IncomeStatement.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
* feat(budgets): enhance budget switcher with icons and improved styling
* feat(budgets): remove user name display from budget card and header
* feat(budgets): remove unique index on taggable_type and taggable_id in taggings
* feat(budgets): enhance budget sharing functionality and improve UI elements
* Collapse personal budget migrations
---------
Signed-off-by: JulienGourmet <69808509+jubbakka@users.noreply.github.com>
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
Co-authored-by: sure-admin <sure-admin@splashblot.com>
* refactor: rename beta features gate to preview features
Renames the opt-in gate introduced in PR #1829 from "beta" to "preview".
Same shape (per-user JSONB toggle, `before_action` concern, marker pill)
just retitled so the surface speaks the language Sure uses elsewhere
("preview" reads as in-progress, "beta" had baggage with provider
maturity copy and external testing programs).
Renames:
- BetaGateable -> PreviewGateable
- require_beta_features! -> require_preview_features!
- beta_features_enabled? -> preview_features_enabled?
- preferences["beta_features_enabled"] -> preferences["preview_features_enabled"]
- DS::Pill default label "Beta" -> "Preview"
- Settings -> Preferences toggle copy "beta features" -> "preview features"
- config/locales/views/beta/ -> config/locales/views/preview/
- docs/llm-guides/gating-a-beta-feature.md -> gating-a-preview-feature.md
Includes a data migration that copies any existing
`beta_features_enabled` JSONB key into `preview_features_enabled` so early
opt-ins survive the rename, then removes the old key. The migration is
fully reversible.
Provider maturity copy ("maturity.beta = Beta" under Settings -> Bank
sync) is intentionally untouched - that's a separate concept describing
a provider's integration stability, not Sure's feature gate.
* review: apply CodeRabbit findings on PR #1837
- Settings::PreferencesController#update now routes the
`preview_features_enabled` input through strong params and casts via
ActiveModel::Type::Boolean instead of reading raw params and string-
comparing to "1". Matches Sure's controller convention for permitted
params and avoids stringly-typed boolean handling.
- Rename migration now wraps the destination JSONB key write in COALESCE
so a row that somehow ends up with both keys keeps the destination
value instead of having it overwritten by the source. Up and down
paths get the same defensive shape.
* 📝 CodeRabbit Chat: Implement requested code changes
* 📝 CodeRabbit Chat: Implement requested code changes
* fix: restore all missing translation keys; rename beta→preview label
* fix: restore all missing sections (appearances, debugs, llm_usages, providers, etc.); rename beta→preview
* fix: restore missing keys (member_removal_failed, confirm_delete, etc.); add preview section
* fix(i18n/ca): use 'està en vista prèvia' instead of 'és una vista prèvia'
* fix(i18n/ca): use 'en desenvolupament'; drop article in preview title
* fix(i18n/es): use 'en desarrollo' instead of 'en progreso'
* fix(i18n/ca): use 'funcions experimentals' instead of 'vista prèvia'
* fix(i18n/es): use 'funciones experimentales' instead of 'vista previa'
* fix(i18n/ca): use 'funcions experimentals' in preferences.show.preview
* fix(i18n/es): use 'funciones experimentales' in preferences.show.preview
* fix(i18n/ca): use 'Experimental' pill label instead of 'Vista prèvia'
* fix(i18n/es): use 'Experimental' pill label instead of 'Vista previa'
---------
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
* feat: beta features toggle + Beta pill primitive
Adds the infrastructure for self-service beta opt-in. No call sites yet:
this PR is meant to land first so feature PRs (Goals, etc.) can ship
behind the gate incrementally.
User opts in via a single toggle at the bottom of Settings → Preferences.
The flag persists in the existing `users.preferences` JSONB column under
`beta_features_enabled` — same shape as `dashboard_two_column` and
`show_split_grouped`, so no migration is needed.
Controllers gate a beta feature by adding `before_action
:require_beta_features!` from the new `BetaGateable` concern (included in
ApplicationController). Views use the `beta_features_enabled?` helper to
hide / show nav items, banners, etc. Logged-out callers always return
false.
Ships `DS::BetaPill`, a small inline marker for tagging features as
Beta / Canary in nav, headers, and lists. Five tones (violet by default,
indigo, fuchsia, amber, gray) map to existing Sure color tokens — no raw
hex. Three styles (soft / filled / outline) and two sizes (sm / md) cover
the surfaces in the design handoff. The `dot_only:` mode renders just
the colored dot for use on a collapsed sidebar.
* review: rename to DS::Pill, fix CR/Codex nits, add tests
CodeRabbit + Codex review feedback:
- Rename DS::BetaPill → DS::Pill. The component was already generic in
shape (tones, styles, sizes); the name was misleading scope. "Beta"
becomes the default label (still i18n-driven). Goals' StatusPill can
later refactor onto this primitive without a third pill.
- Localize the default pill label via i18n (`ds.pill.default_label`)
instead of hard-coding English.
- Add role="img" to the dot-only span so the aria-label is consistently
exposed to assistive tech.
- Wrap the Preferences toggle row in <label for="…"> so the title and
description become an honest click target for the toggle (matches the
cursor-pointer affordance).
- Drop arbitrary Tailwind values (py-[3px], gap-[5px], tracking-[…]) in
favor of scale tokens. text-[10/11px] stays because the pill is
intentionally sub-12px (Sure's smallest scale token is text-xs / 12px)
to read as a marker, not a label.
- Add User#beta_features_enabled? predicate tests covering default-off,
explicit-true, and non-boolean truthy values.
Won't fix:
- Palette refs (`--color-violet-*` etc.). Sure has no semantic Beta/
Canary tokens; introducing them in this PR would be a design-system
change beyond the scope. The component centralizes palette use in one
`palette` method, matching the existing pattern in
Goals::StatusPillComponent.
* review: consistent title fallback in full-pill branch
* docs: how to gate a feature behind the beta toggle
* docs: unwrap doc lines to match existing style
* chore(preview): run Cloudflare PR previews on basic instances (#1831)
* fix(preview): use Rails health endpoint for container ping (#1823)
* fix(preview): use Rails health endpoint for container ping
* fix(preview): point container ping to localhost/up
---------
Co-authored-by: Sure Admin (bot) <sure-admin@splashblot.com>
* feat: add currency management for families with enabled currencies
* feat: update currency selection logic and improve accessibility
* feat: update currency preferences to use group moniker in titles
---------
Signed-off-by: Ang Wei Feng (Ted) <hello@tedawf.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
