Files
sure/app/controllers/goal_pledges_controller.rb
Guillem Arias 839d6b36ad fix(retirement): isolate retirement goals from savings goal routes
Addresses Codex P2 on #2044. A Goal::Retirement row lives in
Current.family.goals, so the shared GoalsController and
GoalPledgesController loaded it through `family.goals.find(...)` —
never calling Goal::Retirement#editable_by?. Any preview-enabled
family member could therefore open /goals/:id and edit/archive/delete
another member's owner-scoped retirement plan, hit its pledge routes,
and see it listed in the savings Goals grid.

Adds `Goal.savings` (base type only) and scopes both savings
controllers to it, so retirement goals are unreachable through the
shared routes (RecordNotFound -> goals_path redirect) and absent from
the savings index. Owner-only retirement access stays in
RetirementController; editable_by? is retained for it.

Tests: savings scope excludes retirement; retirement goal absent from
goals index; show + pledge routes redirect not-found for retirement.

(The Codex schema.rb null:false finding is a false positive — this
branch's schema.rb retains null:false on all IBKR payload columns and
the diff vs the base branch touches no IBKR lines; Codex compared
against main rather than the PR base.)
2026-05-29 10:25:05 +02:00

90 lines
2.7 KiB
Ruby

class GoalPledgesController < ApplicationController
before_action :require_preview_features!
before_action :set_goal
before_action :set_pledge, only: %i[renew destroy]
rescue_from ActiveRecord::RecordNotFound, with: :record_not_found
def new
# The form is dialog-only. A direct GET (F5, bookmark, deep-link
# gone stale) lands the user back on the goal show page with the
# modal auto-opened via the catch-up CTA params, rather than
# rendering a freestanding DS::Dialog over an empty page.
unless turbo_frame_request?
redirect_to goal_path(@goal) and return
end
account = preselected_account
@pledge = @goal.goal_pledges.new(
currency: @goal.currency,
account: account,
kind: account&.default_pledge_kind || "transfer",
amount: params[:amount].presence
)
end
def create
@pledge = @goal.goal_pledges.new(pledge_params)
@pledge.account = lookup_account(params.dig(:goal_pledge, :account_id))
@pledge.kind = @pledge.account&.default_pledge_kind || "transfer"
@pledge.currency = @goal.currency
if @pledge.save
flash[:notice] = t(".success")
respond_to do |format|
format.html { redirect_to goal_path(@goal) }
format.turbo_stream do
render turbo_stream: turbo_stream.action(:redirect, goal_path(@goal))
end
end
else
render :new, status: :unprocessable_entity
end
end
def renew
@pledge.extend!
redirect_to goal_path(@goal), notice: t(".success")
rescue GoalPledge::NotOpenError
redirect_to goal_path(@goal), alert: t(".not_open")
end
def destroy
@pledge.cancel!
redirect_to goal_path(@goal), notice: t(".success")
rescue GoalPledge::NotOpenError
redirect_to goal_path(@goal), alert: t(".not_open")
end
private
def set_goal
# Preload linked accounts + their providers so any_connected_account?
# and the new-pledge form's per-account helpers don't trigger N+1
# queries on account_providers.
@goal = Current.family.goals.savings
.includes(:open_pledges, linked_accounts: :account_providers)
.find(params[:goal_id])
end
def set_pledge
@pledge = @goal.goal_pledges.find(params[:id])
end
def pledge_params
params.require(:goal_pledge).permit(:amount)
end
def lookup_account(id)
return nil if id.blank?
@goal.linked_accounts.find_by(id: id)
end
def preselected_account
requested = params[:account_id].presence && @goal.linked_accounts.find_by(id: params[:account_id])
requested || @goal.linked_accounts.first
end
def record_not_found
redirect_to goals_path, alert: t("goals.errors.not_found")
end
end