Files
sure/app/controllers/concerns/retirement_scoped.rb
Guillem Arias 26bb333c34 feat(retirement): PR2 CRUD for sources, statements, adjustments, bucket
Functional data-entry surface on the (still preview) /retirement page.
The polished combined-page UI is PR4; this ships plain forms + lists so
a preview user can populate a plan end to end.

- RetirementScoped concern: tier-1 preview gate + tier-2 family
  killswitch + per-owner plan bootstrap (Goal::Retirement.for_owner
  find-or-creates, so children always have a parent). RetirementController
  now uses it.
- Nested controllers under Retirement::: PensionSources (full CRUD),
  Statements (new/create + soft-delete destroy — append-only audit),
  Adjustments (full CRUD), Buckets (replace-all account selection,
  same-family filtered). All scoped to the current user's own plan, so
  cross-user access is impossible by construction.
- Routes nested under `resource :retirement` via `scope module:`.
- Views: show page rewritten into management sections (sources,
  adjustments, bucket checkboxes, statement journal) + plain
  styled_form_with forms. Money carries privacy-sensitive.
- Goal gains a target_amount_required? hook (true); Goal::Retirement
  overrides it false — the forecast owns the target (PR3), so a plan
  can exist before any target is set.
- EN locale for the new surface. 111 controller+model tests green.

Note: delete uses Turbo confirm for now; PR4 swaps in the skinned
DS::Dialog per the design.
2026-05-29 10:49:18 +02:00

25 lines
769 B
Ruby

# Shared gate + plan loading for the Retirement surface and its nested
# resource controllers. Tier 1 (preview features) comes from
# PreviewGateable; tier 2 is the family killswitch. The plan is
# bootstrapped per owner so nested resources always have a parent.
module RetirementScoped
extend ActiveSupport::Concern
include PreviewGateable
included do
before_action :require_preview_features!
before_action :ensure_retirement_enabled!
before_action :load_retirement_plan
end
private
def ensure_retirement_enabled!
return if Current.family.retirement_enabled?(Current.user)
raise ActionController::RoutingError, "Not Found"
end
def load_retirement_plan
@plan = Goal::Retirement.for_owner(Current.user)
end
end