feat(settings): UI visibility prefs for console/api/test-mode; remove plans upsell

app/controllers/personalization_settings_controller.rb

@@ -8,6 +8,9 @@ class PersonalizationSettingsController < ApplicationController
     AccountConfig::SUBMITTER_DOCUMENTS_COPY_EMAIL_KEY,
     AccountConfig::SUBMITTER_COMPLETED_EMAIL_KEY,
     AccountConfig::FORM_COMPLETED_MESSAGE_KEY,
+    AccountConfig::SHOW_CONSOLE_LINK_KEY,
+    AccountConfig::SHOW_API_LINK_KEY,
+    AccountConfig::SHOW_TEST_MODE_KEY,
     *(Docuseal.multitenant? ? [] : [AccountConfig::POLICY_LINKS_KEY])
   ].freeze
 

app/models/account_config.rb

@@ -59,6 +59,9 @@ class AccountConfig < ApplicationRecord
   TEMPLATE_CUSTOM_FIELDS_KEY = 'template_custom_fields'
   POLICY_LINKS_KEY = 'policy_links'
   ENABLE_MCP_KEY = 'enable_mcp'
+  SHOW_CONSOLE_LINK_KEY = 'show_console_link'
+  SHOW_API_LINK_KEY = 'show_api_link'
+  SHOW_TEST_MODE_KEY = 'show_test_mode'
 
   EMAIL_VARIABLES = {
     SUBMITTER_INVITATION_EMAIL_KEY => %w[template.name submitter.link account.name].freeze,

app/views/personalization_settings/_ui_visibility_form.html.erb

@@ -0,0 +1,33 @@
+<div class="space-y-2">
+  <p class="text-4xl font-bold mb-4 mt-8"><%= t('ui_visibility') %></p>
+  <% [
+    [AccountConfig::SHOW_CONSOLE_LINK_KEY, t('show_console_link')],
+    [AccountConfig::SHOW_API_LINK_KEY, t('show_api_link')],
+    [AccountConfig::SHOW_TEST_MODE_KEY, t('show_test_mode')]
+  ].each do |key, label| %>
+    <% env_var_name = "DOCUSEAL_CONFIG_#{key.upcase}" %>
+    <% locked = ENV.fetch(env_var_name, nil).present? %>
+    <% current = current_account.ui_visible?(key, default: true) %>
+    <%= form_for(AccountConfig.new,
+                 url: settings_personalization_index_path,
+                 method: :post,
+                 html: { class: 'flex items-center justify-between py-1' }) do |f| %>
+      <%= f.hidden_field :key, value: key %>
+      <%= f.hidden_field :value, value: current ? 'false' : 'true' %>
+      <label class="flex items-center space-x-3 flex-grow"
+             <%= "title=\"#{t('locked_by_env')}\"".html_safe if locked %>>
+        <submit-form data-on="change" class="flex">
+          <input type="checkbox"
+                 class="toggle toggle-sm"
+                 <%= 'checked' if current %>
+                 <%= 'disabled' if locked %>
+                 onchange="this.form.submit()">
+        </submit-form>
+        <span class="text-base"><%= label %></span>
+        <% if locked %>
+          <span class="text-xs text-base-content/60">(<%= t('locked_by_env') %>)</span>
+        <% end %>
+      </label>
+    <% end %>
+  <% end %>
+</div>

app/views/personalization_settings/show.html.erb

@@ -22,6 +22,7 @@
       <%= render 'form_policy_links_form' %>
     </div>
     <%= render 'form_customization_settings' %>
+    <%= render 'ui_visibility_form' %>
   </div>
   <div class="w-0 md:w-52"></div>
 </div>

app/views/shared/_navbar.html.erb

@@ -39,7 +39,7 @@
               <span class="mr-1"><%= t('profile') %></span>
             <% end %>
           </li>
-          <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) %>
+          <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && current_account.ui_visible?(AccountConfig::SHOW_CONSOLE_LINK_KEY) %>
             <li>
               <%= link_to Docuseal.multitenant? ? console_redirect_index_path : Docuseal::CONSOLE_URL, data: { prefetch: false }, class: 'flex items-center' do %>
                 <%= svg_icon('terminal', class: 'w-5 h-5 flex-shrink-0 stroke-2') %>
@@ -63,7 +63,7 @@
               <% end %>
             </li>
           <% end %>
-          <% if (can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?) %>
+          <% if ((can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?)) && current_account.ui_visible?(AccountConfig::SHOW_TEST_MODE_KEY) %>
             <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :get, html: { class: 'w-full py-1' } do |f| %>
               <label class="flex items-center pl-6 pr-4 py-2 border-y border-base-300 -ml-2 -mr-2" for="testing_toggle">
                 <submit-form data-on="change" class="flex">

app/views/shared/_settings_nav.html.erb

@@ -50,7 +50,7 @@
         </li>
       <% end %>
       <%= render 'shared/settings_nav_extra' %>
-      <% if Docuseal.demo? || !Docuseal.multitenant? %>
+      <% if (Docuseal.demo? || !Docuseal.multitenant?) && current_account.ui_visible?(AccountConfig::SHOW_API_LINK_KEY) %>
         <% if can?(:read, AccessToken) %>
           <li>
             <%= link_to 'API', settings_api_index_path, class: 'text-base hover:bg-base-300' %>
@@ -64,15 +64,7 @@
           </li>
         <% end %>
       <% end %>
-      <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && (current_user != true_user || !current_account.linked_account_account) %>
+      <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && (current_user == true_user || current_account.testing?) && current_account.ui_visible?(AccountConfig::SHOW_CONSOLE_LINK_KEY) %>
-        <li>
-          <%= content_for(:pro_link) || link_to(Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}/plans") : "#{Docuseal::CLOUD_URL}/sign_up?#{{ redir: "#{Docuseal::CONSOLE_URL}/on_premises" }.to_query}", class: 'text-base hover:bg-base-300', data: { turbo: false }) do %>
-            <%= t('plans') %>
-            <span class="badge badge-warning"><%= t('pro') %></span>
-          <% end %>
-        </li>
-      <% end %>
-      <% if !Docuseal.demo? && can?(:manage, EncryptedConfig) && (current_user == true_user || current_account.testing?) %>
         <li>
           <%= link_to Docuseal.multitenant? ? console_redirect_index_path(redir: "#{Docuseal::CONSOLE_URL}#{'/test' if current_account.testing?}/api") : "#{Docuseal::CONSOLE_URL}/on_premises", class: 'text-base hover:bg-base-300', data: { turbo: false } do %>
             <% if Docuseal.multitenant? %> API <% else %> <%= t('console') %> <% end %>
@@ -96,7 +88,7 @@
           </li>
         <% end %>
         <%= render 'shared/settings_nav_extra2' %>
-        <% if (can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?) %>
+        <% if ((can?(:manage, EncryptedConfig) && current_user == true_user) || (current_user != true_user && current_account.testing?)) && current_account.ui_visible?(AccountConfig::SHOW_TEST_MODE_KEY) %>
           <%= form_for '', url: testing_account_path, method: current_account.testing? ? :delete : :get, html: { class: 'w-full' } do |f| %>
             <li>
               <label class="flex items-center text-base hover:bg-base-300 w-full justify-between" for="testing_toggle">

config/locales/i18n.yml

@@ -1,4 +1,9 @@
 en: &en
+  ui_visibility: UI Visibility
+  show_console_link: Show Console Link
+  show_api_link: Show API Link
+  show_test_mode: Show Test Mode
+  locked_by_env: Locked by environment variable
   language_en: English
   language_en-US: English (US)
   language_en-GB: English (UK)

playwright/tests/v0.3.0-ui-visibility.spec.ts

@@ -0,0 +1,43 @@
+import { test, expect } from '@playwright/test';
+import { loginAsAdmin } from './helpers/auth';
+
+// Phase 0.3 — UI visibility preferences.
+// Toggle "Show Console Link" off and verify the console link disappears.
+
+test.describe('UI visibility preferences', () => {
+  test('toggling Show Console Link hides and shows the link', async ({ page }) => {
+    await loginAsAdmin(page);
+    await page.goto('/settings/personalization');
+
+    const consoleToggle = page.locator('form input[type="hidden"][value="show_console_link"]').locator('..')
+      .locator('input[type="checkbox"]');
+    await expect(consoleToggle).toBeVisible();
+
+    const initiallyChecked = await consoleToggle.isChecked();
+
+    // Toggle off
+    if (initiallyChecked) {
+      await consoleToggle.click();
+      await page.waitForLoadState('networkidle');
+    }
+
+    await page.goto('/');
+    // Open user-menu dropdown
+    await page.locator('.dropdown label').first().click();
+    await expect(page.getByRole('link', { name: /console/i })).toHaveCount(0);
+
+    // Toggle back on
+    await page.goto('/settings/personalization');
+    const toggle2 = page.locator('form input[type="hidden"][value="show_console_link"]').locator('..')
+      .locator('input[type="checkbox"]');
+    if (!(await toggle2.isChecked())) {
+      await toggle2.click();
+      await page.waitForLoadState('networkidle');
+    }
+
+    await page.goto('/settings/profile');
+    // With Console link enabled and admin signed in, the Console link should appear
+    // in the settings sidebar when not in multitenant mode.
+    await expect(page.getByRole('link', { name: /console/i }).first()).toBeVisible();
+  });
+});