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e5750a6c09
* 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>
133 lines
3.3 KiB
YAML
133 lines
3.3 KiB
YAML
# password_digest is BCrypt::Password.create(user_password_test, cost: BCrypt::Engine::MIN_COST).
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# Keep MIN_COST here: verification cost is embedded in the digest, so a
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# production-cost digest adds ~230ms of CPU to every sign_in in tests.
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empty:
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family: empty
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first_name: User
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last_name: One
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email: user1@example.com
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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onboarded_at: <%= 3.days.ago %>
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role: admin
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ui_layout: dashboard
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sure_support_staff:
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family: empty
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first_name: Support
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last_name: Admin
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email: support@sure.am
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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role: super_admin
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onboarded_at: <%= 3.days.ago %>
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ui_layout: dashboard
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family_admin:
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family: dylan_family
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first_name: Bob
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last_name: Dylan
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email: bob@bobdylan.com
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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role: admin
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onboarded_at: <%= 3.days.ago %>
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ui_layout: dashboard
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family_member:
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family: dylan_family
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first_name: Jakob
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last_name: Dylan
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email: jakobdylan@yahoo.com
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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onboarded_at: <%= 3.days.ago %>
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role: member
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ui_layout: dashboard
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new_email:
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family: empty
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first_name: Test
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last_name: User
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email: user@example.com
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unconfirmed_email: new@example.com
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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onboarded_at: <%= Time.current %>
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role: member
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ui_layout: dashboard
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intro_user:
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family: empty
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first_name: Intro
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last_name: User
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email: intro@example.com
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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onboarded_at: <%= 1.day.ago %>
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role: guest
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ai_enabled: true
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show_sidebar: false
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show_ai_sidebar: false
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ui_layout: intro
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inactive_trial_user:
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family: inactive_trial
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first_name: Inactive
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last_name: User
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email: inactive@example.com
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password_digest: $2a$04$deKu1NIqviMgrl.4NkXcieFkAmLa33RN9Tw/R/Llr22eMd4x/o/RO
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role: admin
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onboarded_at: <%= 90.days.ago %>
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ui_layout: dashboard
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# SSO-only user: created via JIT provisioning, no local password
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sso_only:
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family: empty
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first_name: SSO
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last_name: User
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email: sso-user@example.com
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password_digest: ~
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role: admin
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onboarded_at: <%= 1.day.ago %>
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ai_enabled: true
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# Additional test users expected by PersonalBudgetTest
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josh:
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family: empty
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first_name: Josh
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last_name: Tester
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email: josh@example.com
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password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
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onboarded_at: <%= 2.days.ago %>
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role: member
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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ann:
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family: empty
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first_name: Ann
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last_name: Tester
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email: ann@example.com
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password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
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onboarded_at: <%= 2.days.ago %>
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role: member
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ai_enabled: true
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show_sidebar: true
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show_ai_sidebar: true
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