Juan José Mata 868a0ae4d8 Add family moniker selection and dynamic UI labels (#981) ...

* Add family moniker selection and dynamic UI labels

Introduce a Family moniker persisted in the database with allowed values Family/Group, add required onboarding selection for it, and thread moniker-aware copy through key user-facing views and locales. Also add helper methods and tests for onboarding form presence and family moniker behavior.

* Small copy edits/change moniker question order

* Conditional Group/Family onboarding flow fixes

* Fix label

* Grouping of fields

* Profile Info page Group/Family changes

* Only admins can change Group/Family moniker

* Repetitive defaults

* Moniker in Account model

* Moniker in User model

* Auth fix

* Sure product is also a moniker

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

2026-02-13 19:30:29 +01:00

..

accounts_helper.rb

Providers factory (#250)

2025-10-28 19:32:27 +01:00

application_helper.rb

Add family moniker selection and dynamic UI labels (#981)

2026-02-13 19:30:29 +01:00

categories_helper.rb

Budgeting V1 (#1609)

2025-01-16 14:36:37 -05:00

chats_helper.rb

Personal finance AI (v1) (#2022)

2025-03-28 13:08:22 -04:00

custom_confirm.rb

Add ability to delete all tags (#2200)

2025-05-05 12:43:46 -04:00

entries_helper.rb

Transaction rules engine V1 (#1900)

2025-04-18 11:39:58 -04:00

imports_helper.rb

Add rules import/export support (#424)

2025-12-07 13:20:54 +01:00

languages_helper.rb

Add Palestine to country options in preferences (#845)

2026-01-31 09:45:39 +01:00

mfa_helper.rb

MFA qr code fix

2025-02-06 15:26:50 -06:00

reports_helper.rb

Add gains by tax treatment to investment report with grouped subtype dropdown (#701)

2026-01-19 15:44:49 +01:00

settings_helper.rb

Unify provider and account card UI and move setup actions to menus (#755)

2026-01-24 01:11:56 +01:00

simplefin_items_helper.rb

Remove SimpleFIN sync errors modal and related routes, methods, and logic. (#365)

2025-11-22 14:08:43 +01:00

styled_form_builder.rb

Component namespacing (#2463)

2025-07-18 08:30:00 -04:00

transactions_helper.rb

Add pending transaction handling and duplicate reconciliation logic (#602)

2026-01-10 20:11:00 +01:00