Commit Graph

5 Commits

Author SHA1 Message Date
Guillem Arias
41ffe10a7d ux(goals): picker stacked above name field (stepper + edit)
Previously sat next to the name input via `flex items-start gap-3` so
the picker avatar competed with the input for horizontal space. Move
to its own row, centered (`flex justify-center`), positioned just
before the name field. Mirrors the categories form layout where the
avatar is the focal element above the name input.

Same change applied to the edit form: picker comes first, then name.
Stepper step 1 order is now: heading · picker · name · amount/date ·
funding accounts · notes.
2026-05-11 21:30:56 +02:00
Guillem Arias
cf4e560a4c feat(goals): extract shared color_icon_picker controller; add icon to goals; tinted avatar
User requested replacing the in-house color disclosure with the
categories color+icon popover. Done as a controller extraction so
categories and goals share one Stimulus controller (user's option:
"Extract a shared color_icon_picker_controller.js").

- `git mv` app/javascript/controllers/category_controller.js to
  color_icon_picker_controller.js. Categories form + color_avatar
  partial updated to use the new identifier (data-controller=
  "color-icon-picker", target/action selectors renamed).
- Goal model gains an icon column (migration
  20260511190000_add_icon_to_goals.rb) + ICONS = Category.icon_codes
  + inclusion validation. GoalsController permits :icon in
  goal_params + goal_update_params.
- Goals::AvatarComponent now renders icon when present (falls back to
  first-letter initial), and adopts the Categories tinted-bg + colored
  -content style (bg = `color-mix(in oklab, COLOR 10%, transparent)`,
  text/icon = COLOR). Matches the picker's live preview so what the
  user sees during selection equals the saved state.
- New goals/_color_picker.html.erb mirrors categories/_form's popover:
  avatar + pen overlay summary + popup with color row (+ rainbow
  custom-hex trigger) + icon grid. Pickr / contrast validation / auto-
  adjust all inherited from the shared controller.
- Stepper step 1 layout: drop the inline letter-avatar (data-goal-
  stepper-target="avatarPreview") in favour of the picker avatar next
  to the name input. Step 1's tail no longer renders a separate color
  partial. Edit form passes icons local through.

Verified live: new goal modal renders 11 color radios (10 presets +
custom) + 141 icon radios + pen-summary; categories form still
operational (no console errors) under the renamed controller.
2026-05-11 21:28:23 +02:00
Guillem Arias
b47e3478b7 ux(goals): catch-up rework, dark-mode pill contrast, color disclosure, stepper continue-right
- catch_up alert: title now leads with the new info (delta) and body
  states the required rate. Was "Save $1,000/mo to catch up" + "Currently
  $750/mo behind" — confusingly double-stated. Now "Behind by $750/mo" +
  "Save $1,000/mo to stay on track for {date}." Locale keys swap the
  %{amount}/%{delta} placement.

- Goals::StatusPillComponent: each variant carries a theme-dark: text
  override so the dark-700 text doesn't disappear against the dark-mode
  tinted surface. Verified in dark mode: Paused pill text is now
  rgb(231,231,231) (gray-200) instead of rgb(54,54,54) (gray-700).
  Pre-existing token contrast fix tracked at we-promise/sure#1736 stays
  the long-term path; this is the local workaround that doesn't drop
  4.5:1 in either theme.

- New goals/_color_picker.html.erb partial: <details> disclosure with
  current-color preview in the summary + swatch grid in the popover.
  Mirrors the categories form's pen-icon-overlay pattern in spirit
  (collapsed by default; user clicks to expand). Both _form_edit and
  _form_stepper render the partial; the stepper's hidden color field is
  replaced by the visible disclosure.

- Stepper footer: change `justify-between` to `flex items-center` plus
  `ml-auto` on the Continue wrapper. Continue now sits right-aligned in
  step 1 (where Back is hidden) and stays right in step 2 with Back
  taking the left edge.
2026-05-11 21:00:47 +02:00
Guillem Arias
3fa762289a feat(goals/stepper+chart): Step 2 derived projection + JS i18n + Intl.NumberFormat
B — Step 2 of the create stepper used to echo Step 1 fields back at
the user in three labelled rows (Funding accounts: 2 · $123,456 balance;
Suggested monthly: $1,003/mo over 12 months). Replaces those rows with
a single derived sentence:

  "Save $1,003/mo across 2 accounts to hit it on time."

If no target date is set: "Set a target date to project a finish line."
The previous "Suggested monthly" + "Funding accounts" rows are dropped;
review block shows only Name, "$12,000 by May 11 2027", and the
derived insight sentence.

L — All hard-coded English templates + currency symbols in the JS
controllers go through Stimulus values now:

- goal_stepper_controller: new {currency, summaryWithDate, summaryNoDate,
  accountCountOne, accountCountOther, suggestedWithDate, suggestedNoDate}
  values. Money formatted via Intl.NumberFormat(undefined, { style:
  "currency", currency: this.currencyValue, maximumFractionDigits: 0 }).
- goal_projection_chart_controller: _fmtMoney upgraded to Intl.NumberFormat
  (was $/€/£ ternary fallback that lost JPY/INR/CHF/...).

Locale: new goals.form_stepper.step2.review.{summary_*,account_count,
suggested_*}. Old funding_accounts / suggested_monthly keys retained
(unused by the new ERB) so any translator paths in flight don't break.

Verified live via Playwright: step-2 review reads "Save $1,003/mo
across 2 accounts to hit it on time." for a $12,000 / 12-month / 2-
account goal.
2026-05-11 20:42:13 +02:00
Guillem Arias
9b61e4a41b 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.
2026-05-11 20:08:32 +02:00