Commit Graph

6 Commits

Author SHA1 Message Date
Guillem Arias
33189c2673 ux(goals): polish detail page + unbreak render
- Fix render-blocker: Money#symbol doesn't exist (use #currency.symbol).
- Sanitize projection_summary so the _html locale renders <strong> markup
  instead of escaping it.
- Switch donut + card ring track to --budget-unused-fill;
  --budget-unallocated-fill resolves to the same gray as bg-surface in
  light mode so the unfilled arc was invisible on the detail page.
- Mobile detail: drop avatar, right-align action buttons, stack
  projection header (subtitle + legend) so the subtitle reads on one
  line; bump legend gap on mobile.
- Nowrap the projected reach-date so e.g. "Jul 2026" stays together.
2026-05-15 13:25:03 +02:00
Guillem Arias
f182da79c8 fix(goals): unified per-goal account color map + smaller pen toggle
User flagged two regressions: account colors didn't match between the
goal preview-card avatar stack on the index and the funding-widget
rows on the show page, and the color-picker pen toggle on the new-goal
modal still felt too big.

Color matching:

- `AccountStackComponent` (index card) used
  `Goals::AvatarComponent.color_for(account.name)` — MD5-of-name into
  the 10-color palette.
- `FundingAccountsBreakdownComponent` (show page) recently switched to
  `color_for(account.id.to_s)` — MD5-of-id.
- Same account, two surfaces, two different palette picks. Plus
  either hashing scheme can collide within a multi-account goal
  (palette has 10 colors).

Move ownership to the Goal model: `Goal#account_color_map` returns
`{ account_id => palette_hex }` for the goal's linked accounts. Sort
by `id` for a stable order across reloads, then assign
`palette[i % palette.size]`. Stable + collision-free up to 10
accounts in a single goal (a realistic upper bound — most goals
link 1-3).

Both consumers now read off the same source:

- `AccountStackComponent.new(accounts:, color_map:)` accepts a hash
  and falls back to the name-hash if no map provided (kept for
  callers that don't have a goal in scope yet).
- `FundingAccountsBreakdownComponent#color_for` reads
  `goal.account_color_map[account.id]`.
- Goal card on index passes `goal.account_color_map` to the stack.

Pen toggle:

The new-goal color-picker pen sat in a `w-5 h-5` circle with a
`border` ring + `text-secondary` icon. The border + secondary text
weight kept it loud against the avatar even at 20px. Drop the
border, drop the size another step (`w-4 h-4`), recolor the icon
`text-subdued` + `hover:text-secondary` so the affordance recedes
when not interacted with. Position shifts from `-bottom-1 -right-1`
(8px overhang) to `-bottom-0.5 -right-0.5` (2px overhang) since the
smaller circle doesn't need the larger float. Icon swaps "pen" for
"pencil" (the more conventional edit indicator across Sure).
2026-05-14 22:30:26 +02:00
Guillem Arias
263ccbf5cc fix(goals): scale up card/widget/chart text, fix chart continuity, ease ring focal point
Five small audit follow-ups bundled because they were each one-line
swaps and individually wouldn't earn their own commit.

Card text scale (vs Sure house style — budget_category h3 ≈ text-base,
budget _actuals_summary value text-xl, account row text-sm subtype):
- goal card title text-sm → text-base
- goal card balance text-lg → text-xl
- goal card pace/footer/subtitle text-[11px] → text-xs
- funding row subtype subtitle text-xs → text-sm
- funding row "last 30d / last 90d" labels text-[10px] → text-xs

Chart label scale (projection chart was an outlier at font-size: 10
while time_series_chart_controller uses 12):
- every `font-size: 10` in goal_projection_chart_controller.js → 12
- tooltip cssText font-size: 11 → 12

Color-picker pen toggle on the new-goal avatar was w-6 h-6 (24px
circle, ~55% of the lg 44px avatar). Shrink to w-5 h-5 + add a w-3 h-3
class on the inner icon so it scales down with it.

Graph continuity bug: the saved-line endpoint and the projection-line
start point could disagree by tens of $thousands. Saved came from
`Balance::ChartSeriesBuilder` (daily snapshot in `balances`),
projection started at `currentAmount = goal.current_balance.to_f`
(live `linked_accounts.sum(:balance)`). When the snapshot lagged
the live read, the chart showed a vertical gap at the "today" marker.

Filter any same-day-or-later points out of the raw saved series,
always extend the saved series to `(today, currentAmount)`. Saved
line now closes at exactly the projection's start. The recent
balance-drop story is still honestly shown (the line dips toward
the live value rather than ending at the stale snapshot).

Ring card focal-point (RUI audit): the left ring card on goals#show
sat at the same `shadow-border-xs` elevation as the projection chart
and funding card. "When every card is raised, nothing's primary."
Drop the shadow + container background — the ring now reads as a
status panel sitting on the page surface, not a content card
competing with its neighbours. Paused/archived/celebration/empty
right-slot variants keep elevation since they ARE content cards.

Deferred: light-mode pink distribution-bar contrast. The fix needs
a DS token decision (hairline outline vs darker step on the palette
entries); rolling it into a polish PR risks dragging in DS changes
unrelated to goals. Logged for a follow-up.
2026-05-14 22:26:53 +02:00
Guillem Arias
a695fb528c fix(goals): align card + banner copy/numbers with show-page changes
Tail of the redundancy + clarity pass:

- Goal card on the index drops ".00" cents from every Money.format
  call (now `format(precision: 0)`). The card uses the same
  visual rhythm as the show page; cents add zero info at this
  scale.
- Card's "behind"-status footer now reads "Save $X/mo to catch
  up" with X = `catch_up_delta_money` (the delta the user must
  add), not the full `monthly_target_amount` (which read as a
  total monthly burn). Same fix as the show-page banner.
- Pending-pledge banner title becomes pluralized: drops "0 days
  left" / "1 days left" grammatical bugs. New locale tree:
    title.zero  → "Pending: $X into Y · expires today"
    title.one   → "Pending: $X into Y · 1 day left"
    title.other → "Pending: $X into Y · N days left"
  Also drops the "Watching for" phrasing (system-talk) for
  "Pending:" (state-talk) and drops cents from the amount.
- `confirm_cancel_body` likewise renders amount without cents.

Cards and banner now read consistently with the show page; one
voice across the surfaces.
2026-05-14 21:19:47 +02:00
Guillem Arias
04422f36b3 a11y(goals/card): scope link accessible name to title + status summary
Whole card was wrapped in <%= link_to ... %>, so screen readers
concatenated every nested text node into one accessible name (~60 words
on a typical card: avatar initial + name + status pill + percent +
balance + target + pace + accounts + footer).

- Outer wrapper now <div> carrying the filter-target + goal-name +
  goal-status data attrs.
- Inner <a> wraps only the goal name. aria-label = "<name>, <status>,
  <percent>% of <target>" — concise SR sentence.
- `before:absolute before:inset-0` makes the inner link's hit area span
  the whole card so sighted users keep the existing click affordance.
- Ring SVG + percent overlay marked aria-hidden (decorative — same info
  already in the aria-label).
- New locale key goals.goal_card.aria_progress.
2026-05-11 20:24:26 +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