- StatusPill: use functional `text-success` / `text-warning` tokens with
matching icon colors and `px-2 py-1`, mirroring
`app/views/budget_categories/_budget_category.html.erb:29-43`.
- ProgressRing: rework center text to match `_budget_donut.html.erb`
(small "Saved" label, `text-3xl font-medium` headline, "of $X"
underline). Stroke color now derives from goal.status (yellow when
behind, blue on track, green reached, gray for no-date).
- GoalCard bar: track height + transition match budget category bar
(`h-1.5`, `transition-all duration-500`, `inline-size`).
- Index/show layouts: render page header inline (`<h1>` + actions). The
default application layout doesn't yield `:page_actions`, so the
CTA + kebab menu wouldn't appear when emitted via `content_for`.
- Stepper review summary: target the actual form inputs by `name`
rather than relying on the `data-target` Stimulus attribute, since
`money_field` puts the attribute on the wrapper. Step 1 validation
scoped to the step 1 panel.
- Demo generator: filter Depository accounts via
`where(accountable_type: "Depository")` — Rails delegated_type
generates the `depository?` predicate, not a `.depository` scope.
Adds a standalone Savings goals feature: a piggy-bank style tracker that
lets a family set a target, link one or more Depository accounts as
funding sources, and log manual contributions over time. Supersedes #1569
(closed) — same intent, redesigned per reviewer + Discord feedback.
What this adds:
- New `/savings_goals` sidebar entry (piggy-bank icon) with index, show,
state-filtered tabs (all/active/paused/completed/archived), and a
2-step modal stepper for creation (Identity → Review).
- Multi-account funding via a `SavingsGoalAccount` join: a goal requires
≥1 linked Depository account (checking/savings/HSA/CD/money-market),
and all linked accounts must share the goal's currency.
- Tracker balance model: goal balance = SUM(contributions.amount). No
auto-flow from account balances. Contributions are pure logical
records and don't move money between accounts.
- Manual contributions modal scoped to the goal's linked accounts.
Initial contributions seeded at creation can't be deleted; manual
ones can.
- AASM lifecycle: active / paused / completed / archived.
Hard-delete only after archive.
- Status pills (On track / Behind / Reached / No date) derived from
pace vs target_date.
- AI Assistant tool `create_savings_goal` lets the sidebar chat create
a goal end-to-end from a natural-language prompt; soft errors carry
the available-accounts list back to the LLM (mirrors the existing
`import_bank_statement` pattern).
- Family-scoped throughout (`Current.family`-only access, account
family-scoping enforced both in controllers and the AI tool).
- Demo data seed wires up 4 sample goals across the Depository accounts.
Intentionally out of scope (separate PRs / v1.1):
- Auto-fund from budget surplus + Sidekiq cron + budget-show card.
- Dashboard "Savings goals" widget.
- "Behind pace" projection chart on the detail page.
- `evaluate_savings_goal_feasibility` LLM tool (level-setting before
create_savings_goal).
- Spend-less goals inside Budgets.
- Family-member-private goals (deferred investigation).
