Files
sure/app/components/DS/menu.html.erb
Serge L 5aa808e668 Feat: Add default user account and consolidate account actions in menu (#1130)
* feat: Add default account for manual transaction entries (#1061)

Allow users to designate a default account that auto-selects
in the transaction creation form. Also consolidates account list
actions (edit, link/unlink, enable/disable) into a meatball menu.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* - handle context menu width on mobile
- restrict default account to depository types only
- added FR, ES and DE i18n files

* - Add credit card accounts can also be used as default
- Moved logic into controller

* Scope context menu max-width to accounts menu only
- decouples the width constraint from the shared DS::Menu component by introducing an optional max_width param

* fix ci test and address issues raised by coderabbit and codex

* Address CodeRabbit review feedback

- Use .present? for institution_name guards to avoid empty UI artifacts
- Align "Set default" menu visibility with actual preselection eligibility
  (active + unlinked + supports_default?) to prevent drift between UI and model
- Keep disabled star visible when account is already default but now ineligible

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Add eligible_for_transaction_default? predicate to Account model

Consolidates active + unlinked + supports_default? checks into a single
shared predicate used by the controller, view, and user model guard,
preventing a direct PATCH from bypassing UI eligibility rules.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* Added "Unset default" option
Added negative test for default account
Removed duplicated logic for account.eligible_for_transaction_default

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-15 21:26:26 +01:00

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<%= tag.div data: { controller: "DS--menu", DS__menu_placement_value: placement, DS__menu_offset_value: offset, DS__menu_mobile_fullwidth_value: mobile_fullwidth, testid: testid } do %>
<% if variant == :icon %>
<%= render DS::Button.new(variant: "icon", icon: icon_vertical ? "more-vertical" : "more-horizontal", data: { DS__menu_target: "button" }) %>
<% elsif variant == :button %>
<%= button %>
<% elsif variant == :avatar %>
<button data-DS--menu-target="button">
<div class="w-9 h-9 cursor-pointer">
<%= render "settings/user_avatar", avatar_url: avatar_url, initials: initials %>
</div>
</button>
<% end %>
<div data-DS--menu-target="content" class="px-2 lg:px-0 max-w-full hidden z-50">
<%= tag.div class: "mx-auto min-w-[200px] shadow-border-xs bg-container rounded-lg", style: ("max-width: #{max_width}" if max_width) do %>
<%= header %>
<%= tag.div class: class_names("py-1" => !no_padding) do %>
<% items.each do |item| %>
<%= item %>
<% end %>
<%= custom_content %>
<% end %>
<% end %>
</div>
<% end %>