Correctness:
- GoalPledge#matches? rejects outflows on transfer pledges so a +$200
purchase no longer satisfies a $200 deposit pledge after .abs
- GoalsController#sync_linked_accounts! saves through the goal so
currency/depository/family validations actually run on update
- AlreadyClaimedError replaces empty RecordInvalid in resolve_with! and
reconciler rescues the dedicated class
- SweepExpiredGoalPledgesJob wraps each expire! in a per-record rescue
- Assistant::Function::CreateGoal disambiguates duplicate account names
and returns an absolute URL via mailer host config
- Family#savings_inflow_velocity defensively scopes from the family's
accounts (was Account.joins(:goal_accounts).where(goal_id: ...))
- GoalPledgesController#set_goal preloads linked_accounts + providers
to drop the N+1 on any_connected_account?
- Stepper subtitle update walks to the enclosing dialog before
querySelector so two stepper instances don't fight over one header
- categories/_form.html.erb data-action targets color-icon-picker, not
the non-existent "category" controller
UX / visual:
- Projection chart drops preserveAspectRatio="none" and pins endDate at
today for past-due goals so the today marker stays in-domain
- _color_picker / categories form swap non-standard border-1 for border
- Goals index search input uses ring-alpha-black-100 (was raw gray-500)
Refactors:
- Goal#header_summary extracts the multi-line ERB header block
- Goal#catch_up_delta_money sums open_pledges in SQL
- Goal#projection_summary uses I18n.l for the on-track month label
- Account#default_pledge_kind moves the manual/transfer decision out of
GoalPledgesController
- GoalPledge::Reconciler iterates ordered (created_at, id) so first-claim
wins is deterministic under non-sequential PKs
- Goals::FundingAccountsBreakdownComponent + Goals::AccountStackComponent
use clamp(0..) instead of Float::INFINITY / [x, 0].max
- Goals::StatusPillComponent#label provides a titleize fallback
- Goal projection chart skips the redundant initial _draw and reuses
the snapped point in the past branch (no double-bisect)
- Goal pledge preview drops maximumFractionDigits: 0 so USD/EUR show
cents while JPY/KRW stay whole-unit
- Demo generator captures the Wedding fund goal in the seed loop
instead of looking it up by hardcoded name
Tests:
- GoalPledgeTest: outflow rejection
- GoalsControllerTest: cross-currency attachment rejected on update
- SweepExpiredGoalPledgesJobTest: cancelled coverage + per-record rescue
- GoalTest: pledge_action_label_key flips to manual_save without an
unconditional guard
Behavioural + RUI audit follow-ups.
The yellow overload finding flagged three concurrent yellow surfaces
on the show page: the "Behind" status pill, the catch-up alert, and
the open-pledge banner(s). Demoting the alert to outline ownership
of the primary CTA addressed one layer, but the pill kept fighting
the alert for hue attention. "Behind" is a state, not a call to
action; the alert owns the action signal.
Switch the pill's classes from `bg-yellow-500/10 text-yellow-700`
to `bg-surface-inset text-yellow-700` (with the same dark-mode
override). Background goes neutral (matches paused/archived chips);
the text keeps the warning hue and the triangle-alert icon stays.
Signal preserved, weight reduced. The yellow alert below now reads
as the primary nudge instead of one of three matching tones.
Also: copy/em-dash sweep across goal surfaces. User-facing strings
that contained em-dashes ("Reaches 70% — $X of $Y", "into your
linked account — Sure will catch it", "You're at 80% — $X of $Y")
read as a stylistic tic; replace with comma/period/period
respectively. Form-stepper review placeholders "—" become "…"
(ellipsis reads as "not yet set" without the typographic weight).
Code comments + log messages also scrubbed for consistency; awkward
sed artifacts (//. its...) restored to readable English.
No locale-key shape changes; pure string-content edits + one
component-style tweak.
Two interlocking bugs on the new-goal modal's color/icon preview.
1. Avatar fell back to a literal "?" when icon + name were both
blank — `form.object.name.to_s.strip.first&.upcase || "?"`. User
reported the avatar looked empty on a fresh modal because the
"?" disappears against many palette tints. Categories handle
this by always showing the category icon. Replace the "?"
fallback chain with a default `target` icon (matches the goal
creation header's iconography):
• icon present → render that icon
• icon blank, name → render first letter
• icon blank, no name → render default "target" icon
2. Picking a color via the Pickr color picker called
`updateAvatarColors(color)` which inlined `style.backgroundColor`
+ `style.color = color` — overriding the `.goal-avatar` class's
`color-mix(in oklab, var(--avatar-color) 55%, black)` rule. The
class handles theme-aware contrast (darken text in light mode,
full color in dark mode); the inline override killed it and
text rendered at the same lightness as the 10% tint background.
Update only the `--avatar-color` CSS variable; let the class
continue computing the resolved colors.
Wire the avatar to the goal-stepper controller properly:
`_color_picker.html.erb` gains `data-goal-stepper-target="avatarPreview"`
on the span. `nameChanged` now updates the avatar directly (the
previous selector queried `[data-testid="goal-avatar"]` which
doesn't exist on the color_picker span) and:
- swaps to the first letter as the user types,
- restores the default-icon HTML (captured at connect) when the
name is cleared,
- bails when the user has explicitly checked an icon radio (don't
undo their choice).
RUI audit: form-stepper progress line used `border-secondary` for
the inactive state — same weight as the active step's border, so
the active-step circle didn't visually pop against the line
connecting it to the inactive step. Recede passive states.
Swap to `border-subdued` (the DS's quieter divider) for the
inactive (step 1) line state. The active state stays `border-inverse`.
JS toggle in `goal_stepper_controller.js#updateStepperState` follows.
Loose ends from the V1 → V2 refactor that the architecture commit
didn't sweep.
- Demo generator (B14): the `goal_spec[:contributions]` arrays
+ the `wedding_contribs` / `house_contribs` builders still
shipped in the file, but the seeding loop that consumed them
was deleted alongside `GoalContribution`. Dead data. Strip both
the per-goal arrays and the two locals. Goal balance/pace in
the demo family now derives from the linked depository
accounts' own seeded entries elsewhere in the generator.
- Goal stepper controller (B16): the `static targets` declaration
still listed `initialContributionAmount` and
`initialContributionAccountSelect`, and `refreshAccountSelect`
+ its two callsites still ran every time a linked-account
checkbox flipped. The HTML targets disappeared with the V2
stepper rebuild, so `has*Target` guards short-circuited and the
method was a no-op — but it was still dispatched on every
change. Drop the targets, the method, and the two callsites.
- Chart series rescue (B25): `Goal#balance_series_values` and
`FundingAccountsBreakdownComponent#sparkline_map` both swallowed
`StandardError` with a `Rails.logger.warn(…)`. The chart then
degraded to "target line only" silently. Promote the log to
`error` level and forward to Sentry when present (matching the
pattern in `Account::Syncer`, `Sync`, `PlaidItem`). Fallback to
empty result still preserved so the surface degrades instead of
500-ing.
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.
