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sure/app/views/layouts/application.html.erb
Guillem Arias ca73a2f389 feat(retirement): PR1 scaffold + preview-gated /retirement page
Lays the foundation for Retirement v2 as a preview feature stacked on
Goals v2. Math, lens UI, pension sources and bucket all defer to later
PRs; this PR ships only the data-model spine and a placeholder landing.

- STI on goals: add `type` (default "Goal") + `user_id` columns;
  partial index for `Goal::Retirement` rows; check constraint
  requiring an owner on retirement rows. Existing goals backfill to
  `type='Goal'`; base `Goal#editable_by?` stays family-scoped.
- `Goal::Retirement` subclass with single-user owner and
  `editable_by?` narrowed to owner-only. Parent depository-only
  linked-account validations no-op'd; PR2 introduces
  `RetirementBucketEntry`.
- `families.retirement_disabled` killswitch (default false) +
  `Family#retirement_enabled?(user)` helper as tier 2 of the gate.
  Tier 1 is the existing `PreviewGateable` flow.
- `RetirementController#show`: `require_preview_features!` then
  `ensure_module_enabled!` then a placeholder body. Unknown to users
  without preview features; 404 when the family killswitch is on (the
  feature behaves as if it does not exist).
- Sidebar: new `sun`-icon entry after Goals, hidden unless the user has
  preview features AND the family has retirement enabled, so the
  killswitch hides the nav rather than leaving a link that 404s.
- Locales: EN copy for nav, breadcrumb, page header, placeholder body,
  and the new `owner.must_belong_to_family` validation message under
  the goal model. DE deferred to PR4.
- Tests: STI roundtrip, owner presence + family-membership
  validations, `editable_by?` on both Goal and Goal::Retirement, gate
  matrix on the controller, nav-item visibility under both preview and
  family flags, base-row STI backfill.

Stack ahead: PR2 ships the data plane (PensionSource, statements,
adjustments, bucket entries); PR3 wires the `Retirement::Fire::*`
forecast engine + WHAT-IF Turbo Stream slider loop; PR4 lands the
single combined-page UI per Claude's 2026-05-29 design (glide chart
with hover-tooltip income breakdown, no separate stacked-area chart).
2026-05-29 09:24:47 +02:00

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<% intro_mode = Current.user&.ui_layout_intro? %>
<% home_path = intro_mode ? chats_path : root_path %>
<% mobile_nav_items = if intro_mode
[
{ name: t(".nav.home"), path: chats_path, icon: "home", icon_custom: false, active: page_active?(chats_path) },
{ name: "Intro", path: intro_path, icon: "sparkles", icon_custom: false, active: page_active?(intro_path) }
]
else
[
{ name: t(".nav.home"), path: root_path, icon: "pie-chart", icon_custom: false, active: page_active?(root_path) },
{ name: t(".nav.transactions"), path: transactions_path, icon: "credit-card", icon_custom: false, active: page_active?(transactions_path) },
{ name: t(".nav.reports"), path: reports_path, icon: "chart-bar", icon_custom: false, active: page_active?(reports_path) },
{ name: t(".nav.budgets"), path: budgets_path, icon: "map", icon_custom: false, active: page_active?(budgets_path) },
preview_gated_nav_item({ name: t(".nav.goals"), path: goals_path, icon: "piggy-bank", icon_custom: false, active: page_active?(goals_path) }),
(preview_gated_nav_item({ name: t(".nav.retirement"), path: retirement_path, icon: "sun", icon_custom: false, active: page_active?(retirement_path) }) if Current.family.retirement_enabled?(Current.user)),
{ name: t(".nav.assistant"), path: chats_path, icon: "icon-assistant", icon_custom: true, active: page_active?(chats_path), mobile_only: true }
].compact
end %>
<% desktop_nav_items = mobile_nav_items.reject { |item| item[:mobile_only] } %>
<% expanded_sidebar_class = "w-full" %>
<% collapsed_sidebar_class = "w-0 overflow-hidden" %>
<%= render "layouts/shared/htmldoc" do %>
<div
class="flex flex-col lg:flex-row h-full bg-surface"
data-controller="app-layout privacy-mode"
data-app-layout-expanded-sidebar-class="<%= expanded_sidebar_class %>"
data-app-layout-collapsed-sidebar-class="<%= collapsed_sidebar_class %>"
data-app-layout-user-id-value="<%= Current.user.id %>">
<%= link_to t("layouts.application.skip_to_main"), "#main",
class: "sr-only focus:not-sr-only focus:fixed focus:top-2 focus:left-2 focus:z-50 focus:px-3 focus:py-2 focus:rounded-lg focus:bg-container focus:text-primary focus:shadow-border-xs" %>
<div
class="hidden fixed inset-0 bg-surface z-20 h-full w-full pt-[calc(env(safe-area-inset-top)+0.75rem)] pr-3 pb-[calc(env(safe-area-inset-bottom)+0.75rem)] pl-3 overflow-y-auto transition-all duration-300"
data-app-layout-target="mobileSidebar">
<% unless intro_mode %>
<div class="mb-2">
<%= icon("x", as_button: true, data: { action: "app-layout#closeMobileSidebar" }) %>
</div>
<% end %>
<%= render(
"accounts/account_sidebar_tabs",
family: Current.family,
active_tab: @account_group_tab,
mobile: true
) %>
</div>
<%# MOBILE - Top nav %>
<nav class="lg:hidden flex justify-between items-center p-3 pt-[calc(env(safe-area-inset-top)+0.75rem)]">
<% if intro_mode %>
<% else %>
<%= icon("panel-left", as_button: true, data: { action: "app-layout#openMobileSidebar"}) %>
<% end %>
<%= link_to home_path, class: "block" do %>
<%= image_tag "logomark-color.svg", class: "w-9 h-9 mx-auto" %>
<% end %>
<div class="flex items-center gap-1">
<button type="button"
class="inline-flex items-center justify-center w-8 h-8 rounded-lg text-secondary hover:text-primary transition-colors"
data-action="click->privacy-mode#toggle"
data-privacy-mode-target="toggle"
title="<%= t("layouts.application.privacy_mode") %>"
aria-label="<%= t("layouts.application.privacy_mode") %>"
aria-pressed="false">
<%= icon("eye-off", size: "sm", data: { privacy_mode_target: "iconOff" }) %>
<%= icon("eye", size: "sm", class: "hidden", data: { privacy_mode_target: "iconOn" }) %>
</button>
<%= render "users/user_menu", user: Current.user, placement: "bottom-end", offset: 12, intro_mode: intro_mode %>
</div>
</nav>
<%# DESKTOP - Left navbar %>
<div class="hidden lg:block border-r border-divider">
<nav class="h-full flex flex-col shrink-0 w-[84px] py-4">
<div class="pl-2 mb-3">
<%= link_to home_path, class: "block" do %>
<%= image_tag "logomark-color.svg", class: "w-9 h-9 mx-auto" %>
<% end %>
</div>
<ul class="space-y-0.5">
<% desktop_nav_items.reject { |item| item[:mobile_only] }.each do |nav_item| %>
<li>
<%= render "layouts/shared/nav_item", **nav_item %>
</li>
<% end %>
</ul>
<div class="pl-2 mt-auto mx-auto flex flex-col gap-2">
<%= render DS::Link.new(
variant: "icon",
icon: "message-circle-question",
href: "https://discord.gg/36ZGBsxYEK",
target: "_blank"
) %>
<%= render "users/user_menu", user: Current.user, intro_mode: intro_mode %>
</div>
</nav>
</div>
<%# DESKTOP - Left sidebar %>
<%= tag.div class: class_names(
"hidden lg:block py-4 shrink-0 max-w-[320px] transition-all duration-300 border-divider",
Current.user.show_sidebar? ? [expanded_sidebar_class, "border-r"] : [collapsed_sidebar_class, "border-r-0"],
),
inert: !Current.user.show_sidebar?,
data: { app_layout_target: "leftSidebar" } do %>
<div class="px-4 h-full flex flex-col overflow-y-auto">
<% if content_for?(:sidebar) %>
<%= yield :sidebar %>
<% else %>
<div class="grow">
<%= render "accounts/account_sidebar_tabs", family: Current.family, active_tab: @account_group_tab %>
</div>
<% if Current.family.trialing? && !self_hosted? %>
<div class="px-4 py-3 space-y-4 bg-container shadow-border-xs rounded-xl">
<div class="flex items-start justify-between">
<div>
<p class="text-sm font-medium text-primary"><%= t("layouts.trial.open_demo") %></p>
<p class="text-sm text-secondary"><%= t("layouts.trial.data_deleted_in_days", days: Current.family.days_left_in_trial) %></p>
</div>
<%= render DS::Link.new(
text: t("layouts.trial.contribute"),
href: upgrade_subscription_path,
) %>
</div>
<div class="flex items-center gap-0.5 h-1.5">
<div class="h-full bg-warning rounded-full" style="width: <%= Current.family.percentage_of_trial_completed %>%"></div>
<div class="h-full bg-surface-inset rounded-full" style="width: <%= Current.family.percentage_of_trial_remaining %>%"></div>
</div>
</div>
<% end %>
<% end %>
</div>
<% end %>
<%# SHARED - Main content %>
<%= tag.main id: "main", class: class_names("grow overflow-y-auto px-3 lg:px-10 w-full mx-auto pb-[calc(5rem+env(safe-area-inset-bottom))] lg:pb-0"), data: { app_layout_target: "content", viewport_target: "content" } do %>
<% unless intro_mode %>
<div class="hidden lg:flex gap-2 items-center justify-between mb-6 sticky top-0 z-10 -mx-3 lg:-mx-10 px-3 lg:px-10 py-4 bg-surface border-b border-tertiary">
<div class="flex items-center gap-2">
<%= icon("panel-left", as_button: true, data: { action: "app-layout#toggleLeftSidebar" }) %>
<% if content_for?(:breadcrumbs) %>
<%= yield :breadcrumbs %>
<% else %>
<%= render "layouts/shared/breadcrumbs", breadcrumbs: breadcrumbs %>
<% end %>
</div>
<div class="flex items-center gap-2">
<button type="button"
class="inline-flex items-center justify-center w-8 h-8 rounded-lg text-secondary hover:text-primary hover:bg-surface-hover transition-colors"
data-action="click->privacy-mode#toggle"
data-privacy-mode-target="toggle"
title="<%= t("layouts.application.privacy_mode") %>"
aria-label="<%= t("layouts.application.privacy_mode") %>"
aria-pressed="false">
<%= icon("eye-off", size: "sm", data: { privacy_mode_target: "iconOff" }) %>
<%= icon("eye", size: "sm", class: "hidden", data: { privacy_mode_target: "iconOn" }) %>
</button>
<%= icon("panel-right", as_button: true, data: { action: "app-layout#toggleRightSidebar" }) %>
</div>
</div>
<% end %>
<% if content_for?(:page_header) %>
<%= yield :page_header %>
<% end %>
<%= yield %>
<% end %>
<%# DESKTOP - Right sidebar %>
<%= tag.div class: class_names(
"hidden lg:block h-full shrink-0 max-w-[400px] transition-all duration-300 border-divider",
Current.user.show_ai_sidebar? ? [expanded_sidebar_class, "border-l"] : [collapsed_sidebar_class, "border-l-0"],
),
inert: !Current.user.show_ai_sidebar?,
data: { app_layout_target: "rightSidebar" } do %>
<%= tag.div id: "chat-container", class: "relative h-full px-4 overflow-y-auto", data: { controller: "chat hotkey", turbo_permanent: true } do %>
<div class="flex flex-col h-full justify-between shrink-0">
<%= turbo_frame_tag chat_frame, src: chat_view_path(@chat), loading: "lazy", class: "h-full" do %>
<div class="flex justify-center items-center h-full">
<%= icon("loader-circle", class: "animate-spin") %>
</div>
<% end %>
</div>
<% unless Current.user.ai_enabled? %>
<div class="absolute backdrop-blur-lg inset-0 h-full w-full flex flex-col justify-center items-center px-4">
<%= render "chats/ai_consent" %>
</div>
<% end %>
<% end %>
<% end %>
<%# MOBILE - Bottom Nav %>
<%= tag.nav class: "lg:hidden fixed bottom-0 left-0 right-0 bg-surface z-10 border-t border-tertiary flex justify-around pb-[env(safe-area-inset-bottom)]",
data: { viewport_target: "bottomNav" } do %>
<% mobile_nav_items.each do |nav_item| %>
<%= render "layouts/shared/nav_item", **nav_item %>
<% end %>
<% end %>
</div>
<% end %>