fix(goals): drop new-goal stepper, unify create + edit form

The 2-step stepper on the create modal carried a review step whose only
real signal was a derived "Save $X/mo to hit it on time" hint. Name,
amount, and date are all visible in step 1, so the review step was
re-displaying form values the user just typed.

Collapses both flows into a single panel:

- `_form_stepper.html.erb` + `_form_edit.html.erb` → single
  `_form.html.erb` driven by `goal.persisted?` for URL / method /
  submit label.
- `goal_stepper_controller.js` → `goal_form_controller.js`. Drops the
  step1Panel / step2Panel / step1Indicator / step2Indicator /
  step1Circle / step2Circle / stepperLine / reviewName / reviewSummary
  / reviewSuggested / footerLeftButton / footerRightButton / submitButton
  target plumbing and the next / back / blockEnter / updateStepperState
  / updateFooter / updateReview methods. Keeps name-validation,
  amount-validation, accounts-required validation, avatar-preview-from-
  name, and the suggested-pace computation — that one now writes into
  an inline `<p data-goal-form-target="suggested">` below the
  target_date field instead of the review card.
- `new.html.erb`: drops the `Step 1 of 2 · Goal details` subtitle
  target. New `goals.new.subtitle` replaces the two step subtitles.
- `edit.html.erb`: renders the same `form` partial.
- `_color_picker.html.erb`: `data-goal-stepper-target="avatarPreview"`
  → `data-goal-form-target="avatarPreview"` (same Stimulus target,
  renamed for the new controller scope).
- `funding_accounts_breakdown_component.rb`: i18n key path moves to
  `goals.form.subtypes.*` matching the locale restructure.
- `en.yml`: `goals.form_stepper.step1.fields.*` → `goals.form.fields.*`.
  `step2.*` and the `back` / `continue` / `cancel` keys drop. New
  `goals.form.create` ("Create goal") + `goals.form.save` ("Save
  changes") drive the submit-button label.

UX delta: the user no longer sees a "Step 1 of 2 / Step 2 of 2" beat.
The form is short enough that everything fits in one panel; the only
value-add from the old step 2 — the suggested-pace hint — now updates
live inline as the amount / date / account-count changes.

All 20 `test/controllers/goals_controller_test.rb` tests still pass.
`bundle exec erb_lint` clean on the touched templates.
This commit is contained in:
Guillem Arias
2026-05-27 10:34:55 +02:00
parent c427c87421
commit fa4b1c5698
10 changed files with 260 additions and 568 deletions

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@@ -0,0 +1,141 @@
import { Controller } from "@hotwired/stimulus";
// Single-form controller for the goal create / edit modal.
//
// Replaces the 2-step stepper: the form is short enough that all fields
// fit on one panel, so the previous review step (which only showed a
// derived "Save $X/mo to hit it on time" hint) collapses into an inline
// live hint below the target date. Validation + avatar preview from the
// name field still live here.
export default class extends Controller {
static targets = [
"nameInput",
"amountInput",
"dateInput",
"avatarPreview",
"nameError",
"amountError",
"accountsError",
"linkedAccountCheckbox",
"suggested",
];
static INVALID_INPUT_CLASSES = ["ring-2", "ring-destructive", "border-destructive"];
static values = {
currency: { type: String, default: "USD" },
suggestedWithDate: { type: String, default: "Save {monthly}/mo across {accounts} to hit it on time." },
suggestedNoDate: { type: String, default: "Set a target date to project a finish line." },
};
connect() {
// Capture the default avatar contents (the "target" icon SVG) so we
// can restore it when the user clears the name field after typing.
if (this.hasAvatarPreviewTarget) {
this._defaultAvatarHTML = this.avatarPreviewTarget.innerHTML;
}
this.updateSuggested();
}
nameChanged() {
if (this.hasNameInputTarget) {
this.clearFieldError(this.nameInputTarget, this.hasNameErrorTarget ? this.nameErrorTarget : null);
}
if (!this.hasAvatarPreviewTarget || !this.hasNameInputTarget) return;
// If the user has explicitly picked an icon, leave it alone. Name
// changes shouldn't undo an explicit choice.
const iconPicked = this.element.querySelector('input[name="goal[icon]"]:checked');
if (iconPicked) return;
const name = this.nameInputTarget.value.trim();
if (name) {
this.avatarPreviewTarget.textContent = name.charAt(0).toUpperCase();
} else if (this._defaultAvatarHTML) {
// Captured at connect. Restore the default "target" icon from the
// server-rendered template, not a "?" character.
this.avatarPreviewTarget.innerHTML = this._defaultAvatarHTML;
}
}
amountChanged() {
if (this.hasAmountInputTarget) {
this.clearFieldError(this.amountInputTarget, this.hasAmountErrorTarget ? this.amountErrorTarget : null);
}
}
linkedAccountChanged() {
this.updateSuggested();
if (this.linkedAccountCheckboxTargets.some((cb) => cb.checked) && this.hasAccountsErrorTarget) {
this.accountsErrorTarget.classList.add("hidden");
}
}
// Hook for any input that influences the suggested-pace hint
// (target_amount, target_date). Also re-evaluates as accounts toggle.
suggestedChanged() {
this.amountChanged();
this.updateSuggested();
}
updateSuggested() {
if (!this.hasSuggestedTarget) return;
const amount = this.hasAmountInputTarget ? Number.parseFloat(this.amountInputTarget.value) : NaN;
const dateValue = this.hasDateInputTarget ? this.dateInputTarget.value : null;
const checkedCount = this.linkedAccountCheckboxTargets.filter((cb) => cb.checked).length;
const amountValid = Number.isFinite(amount) && amount > 0;
if (!amountValid || checkedCount === 0) {
this.suggestedTarget.classList.add("hidden");
this.suggestedTarget.textContent = "";
return;
}
let text;
if (dateValue) {
const months = this.#monthsBetween(new Date(), new Date(dateValue));
if (months <= 0) {
this.suggestedTarget.classList.add("hidden");
this.suggestedTarget.textContent = "";
return;
}
const perMonth = Math.ceil(amount / months);
const accountLabel = `${checkedCount} ${checkedCount === 1 ? "account" : "accounts"}`;
text = this.suggestedWithDateValue
.replace("{monthly}", this.#money(perMonth))
.replace("{accounts}", accountLabel);
} else {
text = this.suggestedNoDateValue;
}
this.suggestedTarget.textContent = text;
this.suggestedTarget.classList.remove("hidden");
}
showFieldError(input, errorEl) {
if (input) input.classList.add(...this.constructor.INVALID_INPUT_CLASSES);
if (errorEl) errorEl.classList.remove("hidden");
}
clearFieldError(input, errorEl) {
if (input) input.classList.remove(...this.constructor.INVALID_INPUT_CLASSES);
if (errorEl) errorEl.classList.add("hidden");
}
#money(value) {
try {
return new Intl.NumberFormat(undefined, {
style: "currency",
currency: this.currencyValue || "USD",
maximumFractionDigits: 0,
}).format(value);
} catch {
return `${this.currencyValue || "$"}${Math.round(value).toLocaleString()}`;
}
}
#monthsBetween(from, to) {
return (to - from) / (1000 * 60 * 60 * 24 * 30.44);
}
}

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@@ -1,295 +0,0 @@
import { Controller } from "@hotwired/stimulus";
// 2-step modal stepper for creating a goal.
//
// Single <form> with two panels. Step 1 collects identity (name, amount,
// date, color, notes, linked accounts). Step 2 reviews and submits. All
// state lives in the DOM. No half-records, single POST.
export default class extends Controller {
static targets = [
"step1Panel",
"step2Panel",
"step1Indicator",
"step2Indicator",
"step1Circle",
"step2Circle",
"stepperLine",
"modalSubtitle",
"nameInput",
"amountInput",
"avatarPreview",
"nameError",
"amountError",
"accountsError",
"linkedAccountCheckbox",
"reviewName",
"reviewSummary",
"reviewSuggested",
"footerLeftButton",
"footerRightButton",
"submitButton",
];
static INVALID_INPUT_CLASSES = ["ring-2", "ring-destructive", "border-destructive"];
static values = {
step1Subtitle: { type: String, default: "Step 1 of 2 · Goal details" },
step2Subtitle: { type: String, default: "Step 2 of 2 · Review & start" },
cancelLabel: { type: String, default: "Cancel" },
backLabel: { type: String, default: "Back" },
continueLabel: { type: String, default: "Continue" },
submitLabel: { type: String, default: "Create goal" },
currency: { type: String, default: "USD" },
summaryWithDate: { type: String, default: "{amount} by {date}" },
summaryNoDate: { type: String, default: "{amount}" },
accountCountOne: { type: String, default: "1 account" },
accountCountOther: { type: String, default: "{count} accounts" },
suggestedWithDate: { type: String, default: "Save {monthly}/mo across {accounts} to hit it on time." },
suggestedNoDate: { type: String, default: "Set a target date to project a finish line." },
};
connect() {
this.currentStep = 1;
this.refreshSubmitState();
// Capture the default avatar contents (the "target" icon SVG) so we
// can restore it when the user clears the name field after typing.
if (this.hasAvatarPreviewTarget) {
this._defaultAvatarHTML = this.avatarPreviewTarget.innerHTML;
}
}
blockEnter(event) {
if (this.currentStep !== 1) return;
// Allow Enter in the notes textarea so newlines work.
if (event.target.tagName === "TEXTAREA") return;
event.preventDefault();
// Mirror Continue: validate + advance instead of swallowing silently.
this.next();
}
footerLeft(event) {
event.preventDefault();
this.back();
}
footerRight(event) {
event.preventDefault();
if (this.currentStep === 1) {
this.next();
} else {
this.submitButtonTarget.click();
}
}
next() {
if (!this.validateStep1()) return;
this.currentStep = 2;
this.step1PanelTarget.classList.add("hidden");
this.step2PanelTarget.classList.remove("hidden");
this.updateStepperState();
this.updateReview();
this.updateFooter();
}
back() {
this.currentStep = 1;
this.step2PanelTarget.classList.add("hidden");
this.step1PanelTarget.classList.remove("hidden");
this.updateStepperState();
this.updateFooter();
}
linkedAccountChanged() {
this.refreshSubmitState();
this.updateReview();
if (this.linkedAccountCheckboxTargets.some((cb) => cb.checked) && this.hasAccountsErrorTarget) {
this.accountsErrorTarget.classList.add("hidden");
}
}
nameChanged() {
if (this.hasNameInputTarget) {
this.clearFieldError(this.nameInputTarget, this.hasNameErrorTarget ? this.nameErrorTarget : null);
}
if (!this.hasAvatarPreviewTarget || !this.hasNameInputTarget) return;
// If the user has explicitly picked an icon, leave it alone. Name
// changes shouldn't undo an explicit choice.
const iconPicked = this.element.querySelector('input[name="goal[icon]"]:checked');
if (iconPicked) return;
const name = this.nameInputTarget.value.trim();
if (name) {
this.avatarPreviewTarget.textContent = name.charAt(0).toUpperCase();
} else if (this._defaultAvatarHTML) {
// Captured at connect. Restore the default "target" icon from the
// server-rendered template, not a "?" character.
this.avatarPreviewTarget.innerHTML = this._defaultAvatarHTML;
}
}
validateStep1() {
let ok = true;
let firstInvalid = null;
const nameInput = this.hasNameInputTarget ? this.nameInputTarget : null;
if (nameInput && nameInput.value.trim().length === 0) {
this.showFieldError(nameInput, this.hasNameErrorTarget ? this.nameErrorTarget : null);
firstInvalid ||= nameInput;
ok = false;
}
const amountInput = this.hasAmountInputTarget ? this.amountInputTarget : null;
const amountValue = amountInput ? Number.parseFloat(amountInput.value) : Number.NaN;
if (amountInput && (!Number.isFinite(amountValue) || amountValue <= 0)) {
this.showFieldError(amountInput, this.hasAmountErrorTarget ? this.amountErrorTarget : null);
firstInvalid ||= amountInput;
ok = false;
}
if (!this.linkedAccountCheckboxTargets.some((cb) => cb.checked)) {
if (this.hasAccountsErrorTarget) this.accountsErrorTarget.classList.remove("hidden");
ok = false;
}
if (firstInvalid) firstInvalid.focus();
return ok;
}
showFieldError(input, errorEl) {
if (input) input.classList.add(...this.constructor.INVALID_INPUT_CLASSES);
if (errorEl) errorEl.classList.remove("hidden");
}
clearFieldError(input, errorEl) {
if (input) input.classList.remove(...this.constructor.INVALID_INPUT_CLASSES);
if (errorEl) errorEl.classList.add("hidden");
}
amountChanged() {
if (this.hasAmountInputTarget) {
this.clearFieldError(this.amountInputTarget, this.hasAmountErrorTarget ? this.amountErrorTarget : null);
}
}
refreshSubmitState() {
if (!this.hasFooterRightButtonTarget) return;
const anyChecked = this.linkedAccountCheckboxTargets.some((cb) => cb.checked);
this.footerRightButtonTarget.disabled = false;
this.footerRightButtonTarget.classList.toggle("opacity-50", !anyChecked && this.currentStep === 1);
}
updateStepperState() {
if (this.hasStep1CircleTarget) {
this.step1CircleTarget.classList.toggle("bg-inverse", this.currentStep === 1);
this.step1CircleTarget.classList.toggle("text-inverse", this.currentStep === 1);
this.step1CircleTarget.classList.toggle("bg-success", this.currentStep > 1);
this.step1CircleTarget.classList.toggle("text-inverse", this.currentStep === 1);
if (this.currentStep > 1) {
this.step1CircleTarget.textContent = "✓";
} else {
this.step1CircleTarget.textContent = "1";
}
}
if (this.hasStep2CircleTarget) {
this.step2CircleTarget.classList.toggle("bg-inverse", this.currentStep === 2);
this.step2CircleTarget.classList.toggle("text-inverse", this.currentStep === 2);
this.step2CircleTarget.classList.toggle("border", this.currentStep < 2);
this.step2CircleTarget.classList.toggle("border-secondary", this.currentStep < 2);
this.step2CircleTarget.classList.toggle("text-secondary", this.currentStep < 2);
}
if (this.hasStepperLineTarget) {
this.stepperLineTarget.classList.toggle("border-inverse", this.currentStep > 1);
this.stepperLineTarget.classList.toggle("border-subdued", this.currentStep === 1);
}
// Modal subtitle lives in the dialog header, outside this controller's
// DOM scope. Walk up to the enclosing dialog first so two stepper
// instances on the same page (eg. edit modal opened over the new modal)
// each update their own header rather than the first match in the DOM.
const dialog = this.element.closest("dialog, [role='dialog']");
const subtitle = (dialog || document).querySelector("[data-goal-stepper-modal-subtitle]");
if (subtitle) {
subtitle.textContent =
this.currentStep === 1 ? this.step1SubtitleValue : this.step2SubtitleValue;
}
}
updateFooter() {
if (this.hasFooterLeftButtonTarget) {
this.footerLeftButtonTarget.classList.toggle("hidden", this.currentStep === 1);
}
if (this.hasFooterRightButtonTarget) {
const labelSpan = this.footerRightButtonTarget.querySelector("span");
if (labelSpan) {
labelSpan.textContent =
this.currentStep === 1 ? this.continueLabelValue : this.submitLabelValue;
}
}
this.refreshSubmitState();
}
updateReview() {
if (!this.hasReviewNameTarget) return;
const name = this.element.querySelector('input[name="goal[name]"]')?.value || "…";
const amountInput = this.element.querySelector('input[name="goal[target_amount]"]');
const amount = amountInput?.value ? Number.parseFloat(amountInput.value) : 0;
const dateInput = this.element.querySelector('input[type="date"][name="goal[target_date]"]');
const dateValue = dateInput?.value;
const checked = this.linkedAccountCheckboxTargets.filter((cb) => cb.checked);
this.reviewNameTarget.textContent = name;
if (this.hasReviewSummaryTarget) {
const formattedAmount = amount > 0 ? this.#money(amount) : "…";
const template = dateValue ? this.summaryWithDateValue : this.summaryNoDateValue;
this.reviewSummaryTarget.textContent = template
.replace("{amount}", formattedAmount)
.replace("{date}", dateValue ? this.#formatDate(dateValue) : "");
}
if (this.hasReviewSuggestedTarget) {
const months = dateValue ? this.#monthsBetween(new Date(), new Date(dateValue)) : 0;
const accountLabel = checked.length === 1
? this.accountCountOneValue
: this.accountCountOtherValue.replace("{count}", checked.length.toString());
if (amount > 0 && months > 0 && checked.length > 0) {
const perMonth = Math.ceil(amount / months);
this.reviewSuggestedTarget.textContent = this.suggestedWithDateValue
.replace("{monthly}", this.#money(perMonth))
.replace("{accounts}", accountLabel);
} else if (amount > 0 && checked.length > 0) {
this.reviewSuggestedTarget.textContent = this.suggestedNoDateValue;
} else {
this.reviewSuggestedTarget.textContent = "…";
}
}
}
#money(value) {
try {
return new Intl.NumberFormat(undefined, {
style: "currency",
currency: this.currencyValue || "USD",
maximumFractionDigits: 0,
}).format(value);
} catch {
return `${this.currencyValue || "$"}${Math.round(value).toLocaleString()}`;
}
}
#monthsBetween(from, to) {
return (to - from) / (1000 * 60 * 60 * 24 * 30.44);
}
#formatDate(iso) {
try {
const d = new Date(iso);
return d.toLocaleDateString(undefined, { month: "short", day: "numeric", year: "numeric" });
} catch (e) {
return iso;
}
}
}