refactor: rename Savings Goals feature to Goals

User-facing rename + structural rename. Feature is now called just
"Goals" everywhere — page title, sidebar nav, modal headings, flash
messages, AI assistant tool. Code identifiers follow:

- Models: SavingsGoal → Goal, SavingsContribution → GoalContribution,
  SavingsGoalAccount → GoalAccount.
- Tables: savings_goals → goals, savings_contributions → goal_contributions,
  savings_goal_accounts → goal_accounts. FK columns savings_goal_id →
  goal_id. New migration db/migrate/20260511100003_rename_savings_to_goals.rb
  uses rename_table + rename_column; PG handles index renaming and FK
  redirection automatically.
- Controllers: SavingsGoalsController → GoalsController,
  SavingsContributionsController → GoalContributionsController.
- Routes: /savings_goals → /goals, nested /goals/:id/contributions
  (resource name shifts; old route name aliases dropped).
- ViewComponent namespace: Savings::* → Goals::*. Component class
  names drop their redundant "Goal" prefix where the namespace already
  carries it: Savings::GoalCardComponent → Goals::CardComponent,
  Savings::GoalAvatarComponent → Goals::AvatarComponent. Others keep
  their names (Goals::ProgressRingComponent, Goals::StatusPillComponent,
  Goals::AccountStackComponent, Goals::FundingAccountsBreakdownComponent).
- Stimulus controllers: savings_goal_* → goal_*, savings_goals_filter
  → goals_filter. Stimulus identifiers in data-controller / data-*
  attributes follow.
- Locale keys: savings_goals: → goals: (top level), savings_contributions:
  → goal_contributions: (top level). All t() callers updated.
- AI assistant tool: Assistant::Function::CreateSavingsGoal →
  Assistant::Function::CreateGoal, tool name "create_savings_goal" →
  "create_goal", description / response text updated.
- Sidebar nav label "Savings" → "Goals". Goals/show + index page title
  "Savings" → "Goals". Empty goals_section heading/subtitle dropped
  (duplicated the page title post-rename).

Original migrations create_savings_goals / create_savings_goal_accounts /
create_savings_contributions remain untouched so historical replay
still works; the rename migration runs on top.
This commit is contained in:
Guillem Arias
2026-05-11 20:08:32 +02:00
parent 560bff87d2
commit 9b61e4a41b
56 changed files with 810 additions and 804 deletions

View File

@@ -0,0 +1,58 @@
require "test_helper"
class GoalContributionsControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in users(:family_admin)
@goal = goals(:vacation_italy)
@depository = accounts(:depository)
ensure_tailwind_build
end
test "new renders the modal form" do
get new_goal_contribution_url(@goal)
assert_response :success
end
test "create saves a manual contribution" do
assert_difference -> { @goal.goal_contributions.count } => 1 do
post goal_contributions_url(@goal), params: {
goal_contribution: {
amount: "100",
contributed_at: Date.current.iso8601,
notes: ""
},
goal_contribution_account_id: @depository.id
}.merge(goal_contribution: { account_id: @depository.id, amount: "100", contributed_at: Date.current.iso8601 })
end
assert_redirected_to goal_path(@goal)
contribution = @goal.goal_contributions.order(created_at: :desc).first
assert_equal "manual", contribution.source
assert_equal @depository, contribution.account
end
test "create rejects contribution from non-linked account" do
unlinked = Account.create!(family: @goal.family, accountable: Depository.new, name: "Unlinked", currency: "USD", balance: 100)
assert_no_difference "@goal.goal_contributions.count" do
post goal_contributions_url(@goal), params: {
goal_contribution: { amount: "10", contributed_at: Date.current.iso8601, account_id: unlinked.id }
}
end
assert_response :unprocessable_entity
end
test "destroy manual contribution removes it" do
manual = goal_contributions(:vacation_italy_manual)
assert_difference "GoalContribution.count", -1 do
delete goal_contribution_url(@goal, manual)
end
end
test "destroy initial contribution is blocked" do
initial = goal_contributions(:vacation_italy_initial)
assert_no_difference "GoalContribution.count" do
delete goal_contribution_url(@goal, initial)
end
assert_redirected_to goal_path(@goal)
end
end

View File

@@ -1,41 +1,41 @@
require "test_helper"
class SavingsGoalsControllerTest < ActionDispatch::IntegrationTest
class GoalsControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in users(:family_admin)
@goal = savings_goals(:vacation_italy)
@goal = goals(:vacation_italy)
@depository = accounts(:depository)
@connected = accounts(:connected)
ensure_tailwind_build
end
test "index renders with active filter by default" do
get savings_goals_url
get goals_url
assert_response :success
assert_match(/Savings/i, response.body)
assert_match(/Goals/i, response.body)
end
test "index honors state filter" do
get savings_goals_url(state: "paused")
get goals_url(state: "paused")
assert_response :success
end
test "show renders the goal" do
get savings_goal_url(@goal)
get goal_url(@goal)
assert_response :success
assert_match(@goal.name, response.body)
end
test "new renders the modal form" do
get new_savings_goal_url
get new_goal_url
assert_response :success
end
test "create persists a goal with linked accounts" do
assert_difference -> { SavingsGoal.count } => 1,
-> { SavingsGoalAccount.count } => 2 do
post savings_goals_url, params: {
savings_goal: {
assert_difference -> { Goal.count } => 1,
-> { GoalAccount.count } => 2 do
post goals_url, params: {
goal: {
name: "New goal",
target_amount: "1000",
target_date: 3.months.from_now.to_date.iso8601,
@@ -45,14 +45,14 @@ class SavingsGoalsControllerTest < ActionDispatch::IntegrationTest
}
end
goal = SavingsGoal.order(created_at: :desc).first
assert_redirected_to savings_goal_path(goal)
goal = Goal.order(created_at: :desc).first
assert_redirected_to goal_path(goal)
end
test "create with initial contribution writes the contribution" do
assert_difference -> { SavingsContribution.count } => 1 do
post savings_goals_url, params: {
savings_goal: {
assert_difference -> { GoalContribution.count } => 1 do
post goals_url, params: {
goal: {
name: "Goal with initial",
target_amount: "1000",
color: "#4da568",
@@ -63,15 +63,15 @@ class SavingsGoalsControllerTest < ActionDispatch::IntegrationTest
}
end
contribution = SavingsContribution.order(created_at: :desc).first
contribution = GoalContribution.order(created_at: :desc).first
assert_equal "initial", contribution.source
assert_equal 50, contribution.amount.to_i
end
test "create rejects missing account_ids" do
assert_no_difference "SavingsGoal.count" do
post savings_goals_url, params: {
savings_goal: {
assert_no_difference "Goal.count" do
post goals_url, params: {
goal: {
name: "Bad goal",
target_amount: "1000",
color: "#4da568"
@@ -85,9 +85,9 @@ class SavingsGoalsControllerTest < ActionDispatch::IntegrationTest
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
foreign = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
assert_no_difference "SavingsGoal.count" do
post savings_goals_url, params: {
savings_goal: {
assert_no_difference "Goal.count" do
post goals_url, params: {
goal: {
name: "Foreign goal",
target_amount: "1000",
color: "#4da568",
@@ -99,48 +99,48 @@ class SavingsGoalsControllerTest < ActionDispatch::IntegrationTest
end
test "update modifies identity fields" do
patch savings_goal_url(@goal), params: { savings_goal: { name: "Renamed" } }
assert_redirected_to savings_goal_path(@goal)
patch goal_url(@goal), params: { goal: { name: "Renamed" } }
assert_redirected_to goal_path(@goal)
assert_equal "Renamed", @goal.reload.name
end
test "pause/resume/complete/archive/unarchive flow" do
fresh = savings_goals(:emergency_fund)
patch pause_savings_goal_url(fresh)
fresh = goals(:emergency_fund)
patch pause_goal_url(fresh)
assert fresh.reload.paused?
patch resume_savings_goal_url(fresh)
patch resume_goal_url(fresh)
assert fresh.reload.active?
patch complete_savings_goal_url(fresh)
patch complete_goal_url(fresh)
assert fresh.reload.completed?
patch archive_savings_goal_url(fresh)
patch archive_goal_url(fresh)
assert fresh.reload.archived?
patch unarchive_savings_goal_url(fresh)
patch unarchive_goal_url(fresh)
assert fresh.reload.active?
end
test "destroy on non-archived is rejected" do
assert_no_difference "SavingsGoal.count" do
delete savings_goal_url(@goal)
assert_no_difference "Goal.count" do
delete goal_url(@goal)
end
assert_redirected_to savings_goal_path(@goal)
assert_redirected_to goal_path(@goal)
end
test "destroy on archived deletes" do
@goal.archive!
assert_difference "SavingsGoal.count", -1 do
delete savings_goal_url(@goal)
assert_difference "Goal.count", -1 do
delete goal_url(@goal)
end
assert_redirected_to savings_goals_path
assert_redirected_to goals_path
end
test "another family's goal returns 404" do
other_family = Family.create!(name: "Other", currency: "USD", locale: "en", country: "US", timezone: "UTC")
other_account = Account.create!(family: other_family, accountable: Depository.new, name: "Foreign", currency: "USD", balance: 100)
other_goal = other_family.savings_goals.new(name: "Foreign goal", target_amount: 100, currency: "USD")
other_goal.savings_goal_accounts.build(account: other_account)
other_goal = other_family.goals.new(name: "Foreign goal", target_amount: 100, currency: "USD")
other_goal.goal_accounts.build(account: other_account)
other_goal.save!
get savings_goal_url(other_goal)
get goal_url(other_goal)
assert_response :not_found
end
end

View File

@@ -1,58 +0,0 @@
require "test_helper"
class SavingsContributionsControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in users(:family_admin)
@goal = savings_goals(:vacation_italy)
@depository = accounts(:depository)
ensure_tailwind_build
end
test "new renders the modal form" do
get new_savings_goal_contribution_url(@goal)
assert_response :success
end
test "create saves a manual contribution" do
assert_difference -> { @goal.savings_contributions.count } => 1 do
post savings_goal_contributions_url(@goal), params: {
savings_contribution: {
amount: "100",
contributed_at: Date.current.iso8601,
notes: ""
},
savings_contribution_account_id: @depository.id
}.merge(savings_contribution: { account_id: @depository.id, amount: "100", contributed_at: Date.current.iso8601 })
end
assert_redirected_to savings_goal_path(@goal)
contribution = @goal.savings_contributions.order(created_at: :desc).first
assert_equal "manual", contribution.source
assert_equal @depository, contribution.account
end
test "create rejects contribution from non-linked account" do
unlinked = Account.create!(family: @goal.family, accountable: Depository.new, name: "Unlinked", currency: "USD", balance: 100)
assert_no_difference "@goal.savings_contributions.count" do
post savings_goal_contributions_url(@goal), params: {
savings_contribution: { amount: "10", contributed_at: Date.current.iso8601, account_id: unlinked.id }
}
end
assert_response :unprocessable_entity
end
test "destroy manual contribution removes it" do
manual = savings_contributions(:vacation_italy_manual)
assert_difference "SavingsContribution.count", -1 do
delete savings_goal_contribution_url(@goal, manual)
end
end
test "destroy initial contribution is blocked" do
initial = savings_contributions(:vacation_italy_initial)
assert_no_difference "SavingsContribution.count" do
delete savings_goal_contribution_url(@goal, initial)
end
assert_redirected_to savings_goal_path(@goal)
end
end